Bankwell Financial Group, Inc.
BWFG- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001505732
In the last 90 days, Bankwell Financial Group, Inc. insiders filed 7 open-market purchases and 1 sale; 126 institutions reported holding it in 13F filings for Q2 2026, worth $237.8M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Bankwell Financial Group, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 78
- +9 vs. Q4 2024
- Shares held
- 3.05M
- +38.0K (+1.3%) vs. Q4 2024
- Total value
- $92.2M
- −$1.78M (−1.9%) vs. Q4 2024
- New holders
- 11
- 19 more added
- Sold out
- 2
- 28 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $237.8M |
| Q1 2026 | 119 | $182.8M |
| Q4 2025 | 109 | $165.6M |
| Q3 2025 | 98 | $152.8M |
| Q2 2025 | 84 | $113.7M |
| Q1 2025 | 78 | $92.2M |
| Q4 2024 | 70 | $94.2M |
| Q3 2024 | 69 | $84.8M |
| Q2 2024 | 66 | $69.6M |
| Q1 2024 | 64 | $70.5M |
| Q4 2023 | 71 | $85.7M |
| Q3 2023 | 67 | $63.4M |
| Q2 2023 | 68 | $62.6M |
| Q1 2023 | 67 | $63.3M |
| Q4 2022 | 74 | $77.3M |
| Q3 2022 | 70 | $75.2M |
| Q2 2022 | 68 | $81.3M |
| Q1 2022 | 55 | $82.1M |
| Q4 2021 | 50 | $82.9M |
| Q3 2021 | 56 | $77.7M |
| Q2 2021 | 53 | $73.5M |
| Q1 2021 | 50 | $84.6M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 2 | $61 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 5 | $151 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 17 | $517 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $604 | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 22 | $664 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 25 | $1.00K | 0.00% | −15−37.5% | Reduced |
| GAMMA Investing LLC | 36 | $1.09K | 0.00% | +1+2.9% | Added |
| Fortitude Family Office, LLC | 45 | $1.36K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 52 | $1.57K | 0.00% | +52 | New |
| Coldstream Capital Management Inc | 68 | $2.05K | 0.00% | +68 | New |
| Sterling Capital Management LLC | 111 | $3.35K | 0.00% | −96−46.4% | Reduced |
| Russell Investments Group, Ltd. | 138 | $4.17K | 0.00% | +82+146.4% | Added |
| Amalgamated Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $6.03K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 320 | $9.66K | 0.00% | −1,244−79.5% | Reduced |
| Ameritas Investment Partners, Inc. | 423 | $12.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 457 | $14.0K | 0.00% | +214+88.1% | Added |
| California State Teachers Retirement System | 467 | $14.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 478 | $14.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 637 | $19.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 810 | $24.4K | 0.00% | −494−37.9% | Reduced |
| Public Employees Retirement System of Ohio | 958 | $28.9K | 0.00% | −145−13.1% | Reduced |
| FMR LLC | 1,593 | $48.1K | 0.00% | −212−11.7% | Reduced |
| US Bancorp | 1,689 | $51.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,900 | $87.5K | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,161 | $95.4K | 0.00% | −46−1.4% | Reduced |
| Deutsche Bank AG | 3,330 | $100.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,357 | $101.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,896 | $117.6K | 0.00% | +156+4.2% | Added |
| New York State Common Retirement Fund | 3,951 | $119.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,863 | $146.8K | 0.00% | −504−9.4% | Reduced |
| STRS Ohio | 4,900 | $147.9K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 6,755 | $203.9K | 0.00% | +6,755 | New |
| Mackenzie Financial Corp | 6,773 | $204.4K | 0.00% | −2,251−24.9% | Reduced |
| HSBC Holdings PLC | 6,835 | $205.9K | 0.00% | −788−10.3% | Reduced |
| Kestra Private Wealth Services, LLC | 7,185 | $216.8K | 0.00% | +7,185 | New |
| Arrowstreet Capital, Limited Partnership | 7,653 | $231.0K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 8,096 | $244.3K | 0.00% | +8,096 | New |
| Jane Street Group, LLC | 8,269 | $249.6K | 0.00% | +8,269 | New |
| Rhumbline Advisers | 8,784 | $265.1K | 0.00% | −451−4.9% | Reduced |
| Bank of America Corp | 9,026 | $272.4K | 0.00% | −2,808−23.7% | Reduced |
| Sierra Capital LLC | 9,188 | $277.0K | 0.03% | +110+1.2% | Added |
| Susquehanna International Group, LLP | 9,953 | $300.4K | 0.00% | +9,953 | New |
| Royal Bank of Canada | 11,530 | $347.0K | 0.00% | −70−0.6% | Reduced |
| Wells Fargo & Company | 11,623 | $350.8K | 0.00% | +285+2.5% | Added |
| Bridge City Capital, LLC | 13,135 | $396.4K | 0.12% | −442−3.3% | Reduced |
| JPMorgan Chase & Co | 13,447 | $405.8K | 0.00% | −10,143−43.0% | Reduced |
| Citadel Advisors LLC | 14,726 | $444.4K | 0.00% | +2,370+19.2% | Added |
| Captrust Financial Advisors | 16,652 | $502.6K | 0.00% | +165+1.0% | Added |
| UBS Group AG | 18,010 | $543.5K | 0.00% | +98+0.5% | Added |
| Barclays PLC | 18,590 | $561.0K | 0.00% | −3,239−14.8% | Reduced |
| Charles Schwab Investment Management Inc | 18,636 | $562.4K | 0.00% | +1,000+5.7% | Added |
| Empowered Funds, LLC | 21,262 | $641.7K | 0.01% | +702+3.4% | Added |
| Northeast Financial Consultants Inc | 21,903 | $661.0K | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 24,494 | $739.3K | 0.00% | −8,847−26.5% | Reduced |
| SeaCrest Wealth Management, LLC | 25,118 | $758.1K | 0.09% | +5,077+25.3% | Added |
| Summit Trail Advisors, LLC | 25,523 | $770.3K | 0.03% | −300−1.2% | Reduced |
| Bank of New York Mellon Corp | 29,073 | $877.4K | 0.00% | −1,189−3.9% | Reduced |
| Kennedy Capital Management, Inc. | 36,312 | $1.10M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 37,217 | $1.12M | 0.00% | −158−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 46,264 | $1.40M | 0.04% | −8,501−15.5% | Reduced |
| Goldman Sachs Group Inc | 48,830 | $1.47M | 0.00% | −2,669−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 62,367 | $1.88M | 0.00% | +62,367 | New |
| Northern Trust Corp | 68,974 | $2.08M | 0.00% | −1,676−2.4% | Reduced |
| State Street Corp | 78,309 | $2.36M | 0.00% | +142+0.2% | Added |
| Acadian Asset Management LLC | 88,343 | $2.66M | 0.01% | +2,368+2.8% | Added |
| GM Advisory Group, Inc. | 104,477 | $3.15M | 0.17% | +14,119+15.6% | Added |
| LSV Asset Management | 109,800 | $3.31M | 0.01% | −5,900−5.1% | Reduced |
| Siena Capital Partners GP, LLC | 110,338 | $3.33M | 0.99% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 142,348 | $4.30M | 0.01% | −7,900−5.3% | Reduced |
| Geode Capital Management, LLC | 151,206 | $4.56M | 0.00% | +3,171+2.1% | Added |
| Banc Funds Co LLC | 159,377 | $4.81M | 0.63% | −90,046−36.1% | Reduced |
| Fourthstone LLC | 166,563 | $5.03M | 1.25% | +60,978+57.8% | Added |
| Pacific Ridge Capital Partners, LLC | 179,127 | $5.41M | 1.43% | +4,543+2.6% | Added |
| Dimensional Fund Advisors LP | 293,293 | $8.85M | 0.00% | +4,422+1.5% | Added |
| Vanguard Group Inc | 338,071 | $10.2M | 0.00% | −437−0.1% | Reduced |
| BlackRock, Inc. | 421,891 | $12.7M | 0.00% | −7,436−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,719−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |