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, 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4 | $177 | 0.00% | +3+300.0% | Added |
| EverSource Wealth Advisors, LLC | 4 | $177 | 0.00% | +1+33.3% | Added |
| True Wealth Design, LLC | 4 | $177 | 0.00% | +3+300.0% | Added |
| Clearstead Advisors, LLC | 8 | $354 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $443 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $736 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $885 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $974 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $1.33K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 38 | $1.68K | 0.00% | +17+81.0% | Added |
| Fortitude Family Office, LLC | 43 | $1.90K | 0.00% | −2−4.4% | Reduced |
| SJS Investment Consulting Inc. | 51 | $2.26K | 0.00% | +51 | New |
| The PNC Financial Services Group, Inc. | 52 | $2.30K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 69 | $3.05K | 0.00% | +52+305.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 113 | $4.99K | 0.00% | +113 | New |
| Optiver Holding B.V. | 128 | $5.66K | 0.00% | +128 | New |
| SRS Capital Advisors, Inc. | 146 | $6.46K | 0.00% | +146 | New |
| Amalgamated Bank | 196 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $9.16K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 413 | $18.3K | 0.00% | −1,582−79.3% | Reduced |
| Sterling Capital Management LLC | 414 | $18.3K | 0.00% | +229+123.8% | Added |
| Capital Advisors, Ltd. LLC | 458 | $20.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 467 | $20.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 478 | $21.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 489 | $21.6K | 0.00% | −2,278−82.3% | Reduced |
| Legal & General Group Plc | 665 | $29.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 685 | $30.3K | 0.00% | +585+585.0% | Added |
| Ameritas Investment Partners, Inc. | 722 | $31.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,041 | $46.0K | 0.00% | +435+71.8% | Added |
| FMR LLC | 1,559 | $69.0K | 0.00% | +4+0.3% | Added |
| US Bancorp | 1,689 | $74.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,000 | $88.5K | 0.00% | −3,300−62.3% | Reduced |
| BNP Paribas Arbitrage, SA | 2,175 | $96.2K | 0.00% | +1,051+93.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,308 | $102.1K | 0.00% | +912+65.3% | Added |
| Key Financial Inc | 2,900 | $126.2K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,264 | $144.4K | 0.00% | −476−12.7% | Reduced |
| Deutsche Bank AG | 3,330 | $147.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,351 | $148.3K | 0.00% | −600−15.2% | Reduced |
| MetLife Investment Management | 4,126 | $182.6K | 0.00% | −590−12.5% | Reduced |
| Royal Bank of Canada | 4,717 | $209.0K | 0.00% | −6,700−58.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,185 | $229.4K | 0.00% | +5,185 | New |
| Essex Financial Services, Inc. | 5,584 | $247.1K | 0.01% | −4−0.1% | Reduced |
| Los Angeles Capital Management LLC | 5,683 | $251.5K | 0.00% | +5,683 | New |
| Invesco Ltd. | 5,732 | $253.6K | 0.00% | +5,732 | New |
| Occudo Quantitative Strategies LP | 5,785 | $256.0K | 0.03% | +5,785 | New |
| Millennium Management LLC | 6,127 | $271.1K | 0.00% | +6,127 | New |
| Franklin Resources Inc | 6,831 | $302.3K | 0.00% | +6,831 | New |
| Kestra Private Wealth Services, LLC | 7,212 | $319.1K | 0.00% | +30+0.4% | Added |
| JPMorgan Chase & Co | 7,875 | $348.5K | 0.00% | +2,217+39.2% | Added |
| Bank of America Corp | 8,123 | $359.4K | 0.00% | −439−5.1% | Reduced |
| Cubist Systematic Strategies, LLC | 8,259 | $365.5K | 0.01% | +8,259 | New |
| Prudential Financial Inc | 8,362 | $370.0K | 0.00% | +8,362 | New |
| Sierra Capital LLC | 9,286 | $411.0K | 0.05% | +46+0.5% | Added |
| Wells Fargo & Company | 9,801 | $433.7K | 0.00% | −1,614−14.1% | Reduced |
| Rhumbline Advisers | 10,187 | $450.8K | 0.00% | +68+0.7% | Added |
| UBS Group AG | 10,857 | $480.4K | 0.00% | −5,513−33.7% | Reduced |
| AQR Capital Management LLC | 11,783 | $521.4K | 0.00% | +5,446+85.9% | Added |
| HSBC Holdings PLC | 12,056 | $533.0K | 0.00% | +5,396+81.0% | Added |
| Bridge City Capital, LLC | 12,809 | $566.8K | 0.15% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,600 | $601.8K | 0.00% | +13,600 | New |
| Algert Global LLC | 13,715 | $606.9K | 0.01% | +13,715 | New |
| Colony Group, LLC | 17,144 | $621.5K | 0.00% | +17,144 | New |
| Two Sigma Investments, LP | 15,703 | $694.9K | 0.00% | +15,703 | New |
| Captrust Financial Advisors | 16,834 | $744.9K | 0.00% | +97+0.6% | Added |
| Citadel Advisors LLC | 18,110 | $801.4K | 0.00% | +10,040+124.4% | Added |
| Jane Street Group, LLC | 18,210 | $805.8K | 0.00% | +11,485+170.8% | Added |
| Charles Schwab Investment Management Inc | 20,219 | $894.7K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 21,302 | $942.6K | 0.00% | +6,001+39.2% | Added |
| CI Private Wealth, LLC | 21,903 | $969.2K | 0.00% | +21,903 | New |
| Summit Trail Advisors, LLC | 21,930 | $970.4K | 0.01% | +307+1.4% | Added |
| Barclays PLC | 24,040 | $1.06M | 0.00% | +307+1.3% | Added |
| Nuveen, LLC | 24,646 | $1.09M | 0.00% | +14,150+134.8% | Added |
| Empowered Funds, LLC | 24,792 | $1.10M | 0.01% | +2,715+12.3% | Added |
| Trexquant Investment LP | 25,079 | $1.11M | 0.01% | +14,300+132.7% | Added |
| EAM Investors, LLC | 28,092 | $1.24M | 0.14% | +28,092 | New |
| Morgan Stanley | 29,282 | $1.30M | 0.00% | −1,852−5.9% | Reduced |
| Bank of New York Mellon Corp | 33,107 | $1.46M | 0.00% | +1,405+4.4% | Added |
| Kennedy Capital Management, Inc. | 36,312 | $1.61M | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 37,165 | $1.64M | 0.00% | +37,165 | New |
| Bridgeway Capital Management, LLC | 49,794 | $2.20M | 0.05% | +2,715+5.8% | Added |
| American Century Companies Inc | 50,972 | $2.26M | 0.00% | +14,587+40.1% | Added |
| Goldman Sachs Group Inc | 51,877 | $2.30M | 0.00% | +19,147+58.5% | Added |
| Northern Trust Corp | 69,047 | $3.06M | 0.00% | −1,190−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 70,722 | $3.13M | 0.00% | +258+0.4% | Added |
| LSV Asset Management | 85,200 | $3.77M | 0.01% | −20,994−19.8% | Reduced |
| Hillsdale Investment Management Inc. | 96,717 | $4.28M | 0.13% | +96,717 | New |
| GM Advisory Group, Inc. | 105,587 | $4.67M | 0.20% | +521+0.5% | Added |
| Banc Funds Co LLC | 108,423 | $4.80M | 0.84% | −17,954−14.2% | Reduced |
| State Street Corp | 109,573 | $4.85M | 0.00% | +29,324+36.5% | Added |
| Acadian Asset Management LLC | 111,241 | $4.92M | 0.01% | +18,008+19.3% | Added |
| Siena Capital Partners GP, LLC | 116,138 | $5.14M | 1.47% | +5,800+5.3% | Added |
| Renaissance Technologies LLC | 118,348 | $5.24M | 0.01% | −13,200−10.0% | Reduced |
| Geode Capital Management, LLC | 160,396 | $7.10M | 0.00% | +1,012+0.6% | Added |
| Pacific Ridge Capital Partners, LLC | 172,537 | $7.63M | 1.68% | −4,088−2.3% | Reduced |
| Fourthstone LLC | 177,321 | $7.85M | 1.41% | −89,544−33.6% | Reduced |
| Dimensional Fund Advisors LP | 313,194 | $13.9M | 0.00% | +10,891+3.6% | Added |
| Vanguard Group Inc | 366,963 | $16.2M | 0.00% | +13,823+3.9% | Added |
| BlackRock, Inc. | 464,760 | $20.6M | 0.00% | +46,971+11.2% | Added |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −25,118−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,792−100.0% | Sold out |