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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $37 | 0.00% | −1−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3 | $108 | 0.00% | −2−40.0% | Reduced |
| IFP Advisors, Inc | 1 | $108 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 8 | $289 | 0.00% | +8 | New |
| Allworth Financial LP | 10 | $361 | 0.00% | +10 | New |
| Essential Partners LLC | 17 | $613 | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 17 | $673 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $721 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $757 | 0.00% | −15−41.7% | Reduced |
| Massmutual Trust Co FSB | 22 | $793 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $1.08K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 45 | $1.62K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 52 | $1.87K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 100 | $3.60K | 0.00% | −38−27.5% | Reduced |
| Sterling Capital Management LLC | 185 | $6.67K | 0.00% | +74+66.7% | Added |
| Amalgamated Bank | 196 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $7.24K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 467 | $16.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 478 | $17.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 606 | $22.0K | 0.00% | +149+32.6% | Added |
| Legal & General Group Plc | 665 | $24.0K | 0.00% | +28+4.4% | Added |
| Ameritas Investment Partners, Inc. | 722 | $26.0K | 0.00% | +299+70.7% | Added |
| Public Employees Retirement System of Ohio | 958 | $34.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,124 | $40.5K | 0.00% | +314+38.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,396 | $50.3K | 0.00% | +1,396 | New |
| FMR LLC | 1,555 | $56.0K | 0.00% | −38−2.4% | Reduced |
| US Bancorp | 1,689 | $60.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,740 | $62.7K | 0.00% | +1,740 | New |
| Tower Research Capital LLC (TRC) | 1,995 | $71.9K | 0.00% | +1,675+523.4% | Added |
| Citigroup Inc | 2,767 | $99.7K | 0.00% | −2,096−43.1% | Reduced |
| Key Financial Inc | 2,900 | $104.5K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,330 | $120.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,740 | $134.8K | 0.00% | −156−4.0% | Reduced |
| New York State Common Retirement Fund | 3,951 | $142.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,716 | $169.9K | 0.00% | +1,359+40.5% | Added |
| STRS Ohio | 5,300 | $191.0K | 0.00% | +400+8.2% | Added |
| Essex Financial Services, Inc. | 5,588 | $201.3K | 0.01% | +5,588 | New |
| JPMorgan Chase & Co | 5,658 | $203.9K | 0.00% | −7,789−57.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,207 | $223.6K | 0.00% | +6,207 | New |
| AQR Capital Management LLC | 6,337 | $228.3K | 0.00% | +6,337 | New |
| Jane Street Group, LLC | 6,725 | $242.3K | 0.00% | −1,544−18.7% | Reduced |
| HSBC Holdings PLC | 6,660 | $244.2K | 0.00% | −175−2.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,182 | $258.8K | 0.00% | −30.0% | Reduced |
| Citadel Advisors LLC | 8,070 | $290.8K | 0.00% | −6,656−45.2% | Reduced |
| Bank of America Corp | 8,562 | $308.5K | 0.00% | −464−5.1% | Reduced |
| Susquehanna International Group, LLP | 8,792 | $316.8K | 0.00% | −1,161−11.7% | Reduced |
| Sierra Capital LLC | 9,240 | $333.0K | 0.04% | +52+0.6% | Added |
| Rhumbline Advisers | 10,119 | $364.6K | 0.00% | +1,335+15.2% | Added |
| Nuveen, LLC | 10,496 | $378.2K | 0.00% | +2,400+29.6% | Added |
| Trexquant Investment LP | 10,779 | $388.4K | 0.00% | +4,024+59.6% | Added |
| Royal Bank of Canada | 11,417 | $411.0K | 0.00% | −113−1.0% | Reduced |
| Wells Fargo & Company | 11,415 | $411.3K | 0.00% | −208−1.8% | Reduced |
| Bridge City Capital, LLC | 12,809 | $461.5K | 0.13% | −326−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,301 | $551.3K | 0.00% | +7,648+99.9% | Added |
| UBS Group AG | 16,370 | $589.8K | 0.00% | −1,640−9.1% | Reduced |
| Captrust Financial Advisors | 16,737 | $603.0K | 0.00% | +85+0.5% | Added |
| Charles Schwab Investment Management Inc | 20,219 | $728.5K | 0.00% | +1,583+8.5% | Added |
| Summit Trail Advisors, LLC | 21,623 | $779.1K | 0.01% | −3,900−15.3% | Reduced |
| Northeast Financial Consultants Inc | 21,903 | $789.2K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 22,077 | $795.4K | 0.01% | +815+3.8% | Added |
| Barclays PLC | 23,733 | $855.1K | 0.00% | +5,143+27.7% | Added |
| SeaCrest Wealth Management, LLC | 25,118 | $905.0K | 0.10% | 00.0% | Unchanged |
| Morgan Stanley | 31,134 | $1.12M | 0.00% | +6,640+27.1% | Added |
| Bank of New York Mellon Corp | 31,702 | $1.14M | 0.00% | +2,629+9.0% | Added |
| Goldman Sachs Group Inc | 32,730 | $1.18M | 0.00% | −16,100−33.0% | Reduced |
| Kennedy Capital Management, Inc. | 36,312 | $1.31M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 36,385 | $1.31M | 0.00% | −832−2.2% | Reduced |
| Bridgeway Capital Management, LLC | 47,079 | $1.70M | 0.04% | +815+1.8% | Added |
| Northern Trust Corp | 70,237 | $2.53M | 0.00% | +1,263+1.8% | Added |
| Commonwealth Equity Services, LLC | 70,464 | $2.54M | 0.00% | +8,097+13.0% | Added |
| State Street Corp | 80,249 | $2.89M | 0.00% | +1,940+2.5% | Added |
| Acadian Asset Management LLC | 93,233 | $3.36M | 0.01% | +4,890+5.5% | Added |
| GM Advisory Group, Inc. | 105,066 | $3.79M | 0.19% | +589+0.6% | Added |
| LSV Asset Management | 106,194 | $3.83M | 0.01% | −3,606−3.3% | Reduced |
| Siena Capital Partners GP, LLC | 110,338 | $3.98M | 1.16% | 00.0% | Unchanged |
| Banc Funds Co LLC | 126,377 | $4.55M | 0.69% | −33,000−20.7% | Reduced |
| Renaissance Technologies LLC | 131,548 | $4.74M | 0.01% | −10,800−7.6% | Reduced |
| Geode Capital Management, LLC | 159,384 | $5.74M | 0.00% | +8,178+5.4% | Added |
| Pacific Ridge Capital Partners, LLC | 176,625 | $6.36M | 1.52% | −2,502−1.4% | Reduced |
| Fourthstone LLC | 266,865 | $9.62M | 1.89% | +100,302+60.2% | Added |
| Dimensional Fund Advisors LP | 302,303 | $10.9M | 0.00% | +9,010+3.1% | Added |
| Vanguard Group Inc | 353,140 | $12.7M | 0.00% | +15,069+4.5% | Added |
| BlackRock, Inc. | 417,789 | $15.1M | 0.00% | −4,102−1.0% | 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 |