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 2 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $237.8M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Bankwell Financial Group, Inc. as of Jun 30, 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
- 84
- +6 vs. Q1 2025
- Shares held
- 3.16M
- +100.8K (+3.3%) vs. Q1 2025
- Total value
- $113.7M
- +$21.5M (+23.3%) vs. Q1 2025
- New holders
- 10
- 29 more added
- Sold out
- 4
- 26 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 417,789 | $15.1M | 0.00% | −4,102−1.0% | Reduced |
| Vanguard Group Inc | 353,140 | $12.7M | 0.00% | +15,069+4.5% | Added |
| Dimensional Fund Advisors LP | 302,303 | $10.9M | 0.00% | +9,010+3.1% | Added |
| Fourthstone LLC | 266,865 | $9.62M | 1.89% | +100,302+60.2% | Added |
| Pacific Ridge Capital Partners, LLC | 176,625 | $6.36M | 1.52% | −2,502−1.4% | Reduced |
| Geode Capital Management, LLC | 159,384 | $5.74M | 0.00% | +8,178+5.4% | Added |
| Renaissance Technologies LLC | 131,548 | $4.74M | 0.01% | −10,800−7.6% | Reduced |
| Banc Funds Co LLC | 126,377 | $4.55M | 0.69% | −33,000−20.7% | Reduced |
| Siena Capital Partners GP, LLC | 110,338 | $3.98M | 1.16% | 00.0% | Unchanged |
| LSV Asset Management | 106,194 | $3.83M | 0.01% | −3,606−3.3% | Reduced |
| GM Advisory Group, Inc. | 105,066 | $3.79M | 0.19% | +589+0.6% | Added |
| Acadian Asset Management LLC | 93,233 | $3.36M | 0.01% | +4,890+5.5% | Added |
| State Street Corp | 80,249 | $2.89M | 0.00% | +1,940+2.5% | Added |
| Commonwealth Equity Services, LLC | 70,464 | $2.54M | 0.00% | +8,097+13.0% | Added |
| Northern Trust Corp | 70,237 | $2.53M | 0.00% | +1,263+1.8% | Added |
| Bridgeway Capital Management, LLC | 47,079 | $1.70M | 0.04% | +815+1.8% | Added |
| American Century Companies Inc | 36,385 | $1.31M | 0.00% | −832−2.2% | Reduced |
| Kennedy Capital Management, Inc. | 36,312 | $1.31M | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 32,730 | $1.18M | 0.00% | −16,100−33.0% | Reduced |
| Bank of New York Mellon Corp | 31,702 | $1.14M | 0.00% | +2,629+9.0% | Added |
| Morgan Stanley | 31,134 | $1.12M | 0.00% | +6,640+27.1% | Added |
| SeaCrest Wealth Management, LLC | 25,118 | $905.0K | 0.10% | 00.0% | Unchanged |
| Barclays PLC | 23,733 | $855.1K | 0.00% | +5,143+27.7% | Added |
| Empowered Funds, LLC | 22,077 | $795.4K | 0.01% | +815+3.8% | Added |
| Northeast Financial Consultants Inc | 21,903 | $789.2K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 21,623 | $779.1K | 0.01% | −3,900−15.3% | Reduced |
| Charles Schwab Investment Management Inc | 20,219 | $728.5K | 0.00% | +1,583+8.5% | Added |
| Captrust Financial Advisors | 16,737 | $603.0K | 0.00% | +85+0.5% | Added |
| UBS Group AG | 16,370 | $589.8K | 0.00% | −1,640−9.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,301 | $551.3K | 0.00% | +7,648+99.9% | Added |
| Bridge City Capital, LLC | 12,809 | $461.5K | 0.13% | −326−2.5% | Reduced |
| Wells Fargo & Company | 11,415 | $411.3K | 0.00% | −208−1.8% | Reduced |
| Royal Bank of Canada | 11,417 | $411.0K | 0.00% | −113−1.0% | Reduced |
| Trexquant Investment LP | 10,779 | $388.4K | 0.00% | +4,024+59.6% | Added |
| Nuveen, LLC | 10,496 | $378.2K | 0.00% | +2,400+29.6% | Added |
| Rhumbline Advisers | 10,119 | $364.6K | 0.00% | +1,335+15.2% | Added |
| Sierra Capital LLC | 9,240 | $333.0K | 0.04% | +52+0.6% | Added |
| Susquehanna International Group, LLP | 8,792 | $316.8K | 0.00% | −1,161−11.7% | Reduced |
| Bank of America Corp | 8,562 | $308.5K | 0.00% | −464−5.1% | Reduced |
| Citadel Advisors LLC | 8,070 | $290.8K | 0.00% | −6,656−45.2% | Reduced |
| Kestra Private Wealth Services, LLC | 7,182 | $258.8K | 0.00% | −30.0% | Reduced |
| HSBC Holdings PLC | 6,660 | $244.2K | 0.00% | −175−2.6% | Reduced |
| Jane Street Group, LLC | 6,725 | $242.3K | 0.00% | −1,544−18.7% | Reduced |
| AQR Capital Management LLC | 6,337 | $228.3K | 0.00% | +6,337 | New |
| Jacobs Levy Equity Management, Inc | 6,207 | $223.6K | 0.00% | +6,207 | New |
| JPMorgan Chase & Co | 5,658 | $203.9K | 0.00% | −7,789−57.9% | Reduced |
| Essex Financial Services, Inc. | 5,588 | $201.3K | 0.01% | +5,588 | New |
| STRS Ohio | 5,300 | $191.0K | 0.00% | +400+8.2% | Added |
| MetLife Investment Management | 4,716 | $169.9K | 0.00% | +1,359+40.5% | Added |
| New York State Common Retirement Fund | 3,951 | $142.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,740 | $134.8K | 0.00% | −156−4.0% | Reduced |
| Deutsche Bank AG | 3,330 | $120.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,900 | $104.5K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 2,767 | $99.7K | 0.00% | −2,096−43.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,995 | $71.9K | 0.00% | +1,675+523.4% | Added |
| Raymond James Financial Inc | 1,740 | $62.7K | 0.00% | +1,740 | New |
| US Bancorp | 1,689 | $60.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,555 | $56.0K | 0.00% | −38−2.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,396 | $50.3K | 0.00% | +1,396 | New |
| BNP Paribas Arbitrage, SA | 1,124 | $40.5K | 0.00% | +314+38.8% | Added |
| Public Employees Retirement System of Ohio | 958 | $34.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 722 | $26.0K | 0.00% | +299+70.7% | Added |
| Legal & General Group Plc | 665 | $24.0K | 0.00% | +28+4.4% | Added |
| CWM, LLC | 606 | $22.0K | 0.00% | +149+32.6% | Added |
| Nisa Investment Advisors, LLC | 478 | $17.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $17.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 467 | $16.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $7.24K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 196 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 185 | $6.67K | 0.00% | +74+66.7% | Added |
| Russell Investments Group, Ltd. | 100 | $3.60K | 0.00% | −38−27.5% | Reduced |
| The PNC Financial Services Group, Inc. | 52 | $1.87K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $1.62K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $1.08K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 22 | $793 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $757 | 0.00% | −15−41.7% | Reduced |
| Spire Wealth Management | 20 | $721 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $673 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 17 | $613 | 0.00% | +17 | New |
| Allworth Financial LP | 10 | $361 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 8 | $289 | 0.00% | +8 | New |
| EverSource Wealth Advisors, LLC | 3 | $108 | 0.00% | −2−40.0% | Reduced |
| IFP Advisors, Inc | 1 | $108 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $37 | 0.00% | −1−50.0% | Reduced |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,773−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −25−100.0% | Sold out |