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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, Q3 2025

Institutional positions in Bankwell Financial Group, Inc. as of Sep 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
98
+15 vs. Q2 2025
Shares held
3.46M
+322.1K (+10.3%) vs. Q2 2025
Total value
$152.8M
+$39.9M (+35.3%) vs. Q2 2025
New holders
20
39 more added
Sold out
5
19 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 98 institutions
Q1 2021: 50 institutionsQ2 2021: 53 institutionsQ3 2021: 56 institutionsQ4 2021: 50 institutionsQ1 2022: 55 institutionsQ2 2022: 68 institutionsQ3 2022: 70 institutionsQ4 2022: 74 institutionsQ1 2023: 67 institutionsQ2 2023: 68 institutionsQ3 2023: 67 institutionsQ4 2023: 71 institutionsQ1 2024: 64 institutionsQ2 2024: 66 institutionsQ3 2024: 69 institutionsQ4 2024: 70 institutionsQ1 2025: 78 institutionsQ2 2025: 84 institutionsQ3 2025: 98 institutionsQ4 2025: 109 institutionsQ1 2026: 119 institutionsQ2 2026: 126 institutions
Value heldQ3 2025: $152.8M
Q1 2021: $84.6MQ2 2021: $73.5MQ3 2021: $77.7MQ4 2021: $82.9MQ1 2022: $82.1MQ2 2022: $81.3MQ3 2022: $75.2MQ4 2022: $77.3MQ1 2023: $63.3MQ2 2023: $62.6MQ3 2023: $63.4MQ4 2023: $85.7MQ1 2024: $70.5MQ2 2024: $69.6MQ3 2024: $84.8MQ4 2024: $94.2MQ1 2025: $92.2MQ2 2025: $113.7MQ3 2025: $152.8MQ4 2025: $165.6MQ1 2026: $182.8MQ2 2026: $237.8M
Institutions holding BWFG and their total value by quarter
QuarterHoldersValue
Q2 2026126$237.8M
Q1 2026119$182.8M
Q4 2025109$165.6M
Q3 202598$152.8M
Q2 202584$113.7M
Q1 202578$92.2M
Q4 202470$94.2M
Q3 202469$84.8M
Q2 202466$69.6M
Q1 202464$70.5M
Q4 202371$85.7M
Q3 202367$63.4M
Q2 202368$62.6M
Q1 202367$63.3M
Q4 202274$77.3M
Q3 202270$75.2M
Q2 202268$81.3M
Q1 202255$82.1M
Q4 202150$82.9M
Q3 202156$77.7M
Q2 202153$73.5M
Q1 202150$84.6M

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q2 2025.

Institutions holding BWFG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.464,760$20.6M0.00%+46,971+11.2%Added
Vanguard Group Inc366,963$16.2M0.00%+13,823+3.9%Added
Dimensional Fund Advisors LP313,194$13.9M0.00%+10,891+3.6%Added
Fourthstone LLC177,321$7.85M1.41%−89,544−33.6%Reduced
Pacific Ridge Capital Partners, LLC172,537$7.63M1.68%−4,088−2.3%Reduced
Geode Capital Management, LLC160,396$7.10M0.00%+1,012+0.6%Added
Renaissance Technologies LLC118,348$5.24M0.01%−13,200−10.0%Reduced
Siena Capital Partners GP, LLC116,138$5.14M1.47%+5,800+5.3%Added
Acadian Asset Management LLC111,241$4.92M0.01%+18,008+19.3%Added
State Street Corp109,573$4.85M0.00%+29,324+36.5%Added
Banc Funds Co LLC108,423$4.80M0.84%−17,954−14.2%Reduced
GM Advisory Group, Inc.105,587$4.67M0.20%+521+0.5%Added
Hillsdale Investment Management Inc.96,717$4.28M0.13%+96,717New
LSV Asset Management85,200$3.77M0.01%−20,994−19.8%Reduced
Commonwealth Equity Services, LLC70,722$3.13M0.00%+258+0.4%Added
Northern Trust Corp69,047$3.06M0.00%−1,190−1.7%Reduced
Goldman Sachs Group Inc51,877$2.30M0.00%+19,147+58.5%Added
American Century Companies Inc50,972$2.26M0.00%+14,587+40.1%Added
Bridgeway Capital Management, LLC49,794$2.20M0.05%+2,715+5.8%Added
Marshall Wace, LLP37,165$1.64M0.00%+37,165New
Kennedy Capital Management, Inc.36,312$1.61M0.04%00.0%Unchanged
Bank of New York Mellon Corp33,107$1.46M0.00%+1,405+4.4%Added
Morgan Stanley29,282$1.30M0.00%−1,852−5.9%Reduced
EAM Investors, LLC28,092$1.24M0.14%+28,092New
Trexquant Investment LP25,079$1.11M0.01%+14,300+132.7%Added
Empowered Funds, LLC24,792$1.10M0.01%+2,715+12.3%Added
Nuveen, LLC24,646$1.09M0.00%+14,150+134.8%Added
Barclays PLC24,040$1.06M0.00%+307+1.3%Added
Summit Trail Advisors, LLC21,930$970.4K0.01%+307+1.4%Added
CI Private Wealth, LLC21,903$969.2K0.00%+21,903New
Arrowstreet Capital, Limited Partnership21,302$942.6K0.00%+6,001+39.2%Added
Charles Schwab Investment Management Inc20,219$894.7K0.00%00.0%Unchanged
Jane Street Group, LLC18,210$805.8K0.00%+11,485+170.8%Added
Citadel Advisors LLC18,110$801.4K0.00%+10,040+124.4%Added
Captrust Financial Advisors16,834$744.9K0.00%+97+0.6%Added
Two Sigma Investments, LP15,703$694.9K0.00%+15,703New
Colony Group, LLC17,144$621.5K0.00%+17,144New
Algert Global LLC13,715$606.9K0.01%+13,715New
State of Wisconsin Investment Board13,600$601.8K0.00%+13,600New
Bridge City Capital, LLC12,809$566.8K0.15%00.0%Unchanged
HSBC Holdings PLC12,056$533.0K0.00%+5,396+81.0%Added
AQR Capital Management LLC11,783$521.4K0.00%+5,446+85.9%Added
UBS Group AG10,857$480.4K0.00%−5,513−33.7%Reduced
Rhumbline Advisers10,187$450.8K0.00%+68+0.7%Added
Wells Fargo & Company9,801$433.7K0.00%−1,614−14.1%Reduced
Sierra Capital LLC9,286$411.0K0.05%+46+0.5%Added
Prudential Financial Inc8,362$370.0K0.00%+8,362New
Cubist Systematic Strategies, LLC8,259$365.5K0.01%+8,259New
Bank of America Corp8,123$359.4K0.00%−439−5.1%Reduced
JPMorgan Chase & Co7,875$348.5K0.00%+2,217+39.2%Added
Kestra Private Wealth Services, LLC7,212$319.1K0.00%+30+0.4%Added
Franklin Resources Inc6,831$302.3K0.00%+6,831New
Millennium Management LLC6,127$271.1K0.00%+6,127New
Occudo Quantitative Strategies LP5,785$256.0K0.03%+5,785New
Invesco Ltd.5,732$253.6K0.00%+5,732New
Los Angeles Capital Management LLC5,683$251.5K0.00%+5,683New
Essex Financial Services, Inc.5,584$247.1K0.01%−4−0.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.5,185$229.4K0.00%+5,185New
Royal Bank of Canada4,717$209.0K0.00%−6,700−58.7%Reduced
MetLife Investment Management4,126$182.6K0.00%−590−12.5%Reduced
New York State Common Retirement Fund3,351$148.3K0.00%−600−15.2%Reduced
Deutsche Bank AG3,330$147.4K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.3,264$144.4K0.00%−476−12.7%Reduced
Key Financial Inc2,900$126.2K0.02%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey2,308$102.1K0.00%+912+65.3%Added
BNP Paribas Arbitrage, SA2,175$96.2K0.00%+1,051+93.5%Added
STRS Ohio2,000$88.5K0.00%−3,300−62.3%Reduced
US Bancorp1,689$74.7K0.00%00.0%Unchanged
FMR LLC1,559$69.0K0.00%+4+0.3%Added
CWM, LLC1,041$46.0K0.00%+435+71.8%Added
Ameritas Investment Partners, Inc.722$31.9K0.00%00.0%Unchanged
Russell Investments Group, Ltd.685$30.3K0.00%+585+585.0%Added
Legal & General Group Plc665$29.4K0.00%00.0%Unchanged
Citigroup Inc489$21.6K0.00%−2,278−82.3%Reduced
Nisa Investment Advisors, LLC478$21.2K0.00%00.0%Unchanged
California State Teachers Retirement System467$20.7K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC458$20.0K0.00%00.0%Unchanged
Sterling Capital Management LLC414$18.3K0.00%+229+123.8%Added
Tower Research Capital LLC (TRC)413$18.3K0.00%−1,582−79.3%Reduced
Jones Financial Companies LLLP200$9.16K0.00%00.0%Unchanged
Amalgamated Bank196$9.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.146$6.46K0.00%+146New
Optiver Holding B.V.128$5.66K0.00%+128New
Point72 Asia (Singapore) Pte. Ltd.113$4.99K0.00%+113New
Essential Partners LLC69$3.05K0.00%+52+305.9%Added
The PNC Financial Services Group, Inc.52$2.30K0.00%00.0%Unchanged
SJS Investment Consulting Inc.51$2.26K0.00%+51New
Fortitude Family Office, LLC43$1.90K0.00%−2−4.4%Reduced
GAMMA Investing LLC38$1.68K0.00%+17+81.0%Added
Advisor Group Holdings, Inc.30$1.33K0.00%00.0%Unchanged
Massmutual Trust Co FSB22$9740.00%00.0%Unchanged
Spire Wealth Management20$8850.00%00.0%Unchanged
Cornerstone Planning Group LLC17$7360.00%00.0%Unchanged
Allworth Financial LP10$4430.00%00.0%Unchanged
Clearstead Advisors, LLC8$3540.00%00.0%Unchanged
IFP Advisors, Inc4$1770.00%+3+300.0%Added
EverSource Wealth Advisors, LLC4$1770.00%+1+33.3%Added
True Wealth Design, LLC4$1770.00%+3+300.0%Added
SeaCrest Wealth Management, LLC0$00.00%−25,118−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−8,792−100.0%Sold out