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, Q4 2025
Institutional positions in Bankwell Financial Group, Inc. as of Dec 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
- 109
- +13 vs. Q3 2025
- Shares held
- 3.61M
- +167.3K (+4.9%) vs. Q3 2025
- Total value
- $165.6M
- +$13.2M (+8.7%) vs. Q3 2025
- New holders
- 19
- 45 more added
- Sold out
- 6
- 28 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 4 | $184 | 0.00% | −47−92.2% | Reduced |
| MAI Capital Management | 4 | $184 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $230 | 0.00% | +1+25.0% | Added |
| EverSource Wealth Advisors, LLC | 6 | $275 | 0.00% | +2+50.0% | Added |
| UBS Asset Management Americas Inc | 7 | $321 | 0.00% | +7 | New |
| IFP Advisors, Inc | 10 | $458 | 0.00% | +6+150.0% | Added |
| Rothschild Investment LLC | 11 | $504 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 17 | $799 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18 | $825 | 0.00% | −460−96.2% | Reduced |
| Massmutual Trust Co FSB | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $1.37K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34 | $1.56K | 0.00% | +34 | New |
| GAMMA Investing LLC | 39 | $1.79K | 0.00% | +1+2.6% | Added |
| Fortitude Family Office, LLC | 43 | $1.97K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 55 | $2.52K | 0.00% | +45+450.0% | Added |
| The PNC Financial Services Group, Inc. | 57 | $2.61K | 0.00% | +5+9.6% | Added |
| Optiver Holding B.V. | 62 | $2.84K | 0.00% | −66−51.6% | Reduced |
| Essential Partners LLC | 79 | $3.62K | 0.00% | +10+14.5% | Added |
| Quarry LP | 98 | $4.49K | 0.00% | +98 | New |
| Jones Financial Companies LLLP | 200 | $9.16K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 222 | $10.0K | 0.00% | +26+13.3% | Added |
| Citigroup Inc | 285 | $13.1K | 0.00% | −204−41.7% | Reduced |
| Tower Research Capital LLC (TRC) | 338 | $15.5K | 0.00% | −75−18.2% | Reduced |
| Sterling Capital Management LLC | 350 | $16.0K | 0.00% | −64−15.5% | Reduced |
| State of Alaska, Department of Revenue | 429 | $19.0K | 0.00% | +429 | New |
| California State Teachers Retirement System | 435 | $19.9K | 0.00% | −32−6.9% | Reduced |
| Capital Advisors, Ltd. LLC | 458 | $21.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 646 | $29.6K | 0.00% | −19−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 722 | $33.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 806 | $36.9K | 0.00% | +121+17.7% | Added |
| CWM, LLC | 1,245 | $57.0K | 0.00% | +204+19.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,492 | $68.4K | 0.00% | −816−35.4% | Reduced |
| US Bancorp | 1,689 | $77.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,978 | $90.6K | 0.00% | +419+26.9% | Added |
| BNP Paribas Arbitrage, SA | 2,253 | $103.2K | 0.00% | +78+3.6% | Added |
| Key Financial Inc | 2,900 | $132.9K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,306 | $151.5K | 0.00% | +42+1.3% | Added |
| Deutsche Bank AG | 3,330 | $152.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,351 | $153.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,124 | $189.0K | 0.00% | −593−12.6% | Reduced |
| MetLife Investment Management | 4,126 | $189.1K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,392 | $201.3K | 0.00% | +4,392 | New |
| Thrivent Financial for Lutherans | 4,923 | $226.0K | 0.00% | +4,923 | New |
| Kestra Private Wealth Services, LLC | 4,958 | $227.2K | 0.00% | −2,254−31.3% | Reduced |
| Canada Pension Plan Investment Board | 5,000 | $229.1K | 0.00% | +5,000 | New |
| Daytona Street Capital LLC | 5,000 | $229.1K | 0.19% | +5,000 | New |
| Los Angeles Capital Management LLC | 5,683 | $245.9K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,372 | $246.1K | 0.02% | −413−7.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,569 | $255.2K | 0.00% | +384+7.4% | Added |
| Essex Financial Services, Inc. | 5,610 | $257.1K | 0.01% | +26+0.5% | Added |
| Squarepoint Ops LLC | 6,140 | $281.3K | 0.00% | +6,140 | New |
| Franklin Resources Inc | 6,714 | $307.6K | 0.00% | −117−1.7% | Reduced |
| Invesco Ltd. | 7,252 | $332.3K | 0.00% | +1,520+26.5% | Added |
| UBS Group AG | 7,347 | $336.6K | 0.00% | −3,510−32.3% | Reduced |
| Jump Financial, LLC | 8,031 | $368.0K | 0.00% | +8,031 | New |
| Rhumbline Advisers | 9,283 | $425.3K | 0.00% | −904−8.9% | Reduced |
| Sierra Capital LLC | 9,327 | $427.0K | 0.05% | +41+0.4% | Added |
| Legato Capital Management LLC | 9,669 | $443.0K | 0.04% | +9,669 | New |
| Integrated Quantitative Investments LLC | 9,669 | $443.0K | 0.10% | +9,669 | New |
| Point72 Asset Management, L.P. | 9,771 | $447.7K | 0.00% | +9,771 | New |
| Bridge City Capital, LLC | 10,581 | $484.8K | 0.14% | −2,228−17.4% | Reduced |
| Marshall Wace, LLP | 11,036 | $505.7K | 0.00% | −26,129−70.3% | Reduced |
| Wells Fargo & Company | 11,197 | $513.0K | 0.00% | +1,396+14.2% | Added |
| Millennium Management LLC | 11,424 | $523.4K | 0.00% | +5,297+86.5% | Added |
| Quadrature Capital Ltd | 11,613 | $532.1K | 0.01% | +11,613 | New |
| Bank of America Corp | 11,665 | $534.5K | 0.00% | +3,542+43.6% | Added |
| Prudential Financial Inc | 12,712 | $582.5K | 0.00% | +4,350+52.0% | Added |
| Captrust Financial Advisors | 16,928 | $775.6K | 0.00% | +94+0.6% | Added |
| State of Wisconsin Investment Board | 17,300 | $792.7K | 0.00% | +3,700+27.2% | Added |
| HSBC Holdings PLC | 18,938 | $874.9K | 0.00% | +6,882+57.1% | Added |
| SEI Investments Co | 19,556 | $896.0K | 0.00% | +19,556 | New |
| Charles Schwab Investment Management Inc | 20,219 | $926.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 20,300 | $930.1K | 0.00% | +20,300 | New |
| AQR Capital Management LLC | 20,483 | $938.5K | 0.00% | +8,700+73.8% | Added |
| Bank of New York Mellon Corp | 21,002 | $962.3K | 0.00% | −12,105−36.6% | Reduced |
| Summit Trail Advisors, LLC | 21,323 | $977.0K | 0.02% | −607−2.8% | Reduced |
| CI Private Wealth, LLC | 21,903 | $1.00M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 24,902 | $1.14M | 0.00% | +3,600+16.9% | Added |
| Kennedy Capital Management, Inc. | 25,003 | $1.15M | 0.02% | −11,309−31.1% | Reduced |
| Algert Global LLC | 26,070 | $1.19M | 0.02% | +12,355+90.1% | Added |
| Empowered Funds, LLC | 27,253 | $1.25M | 0.02% | +2,461+9.9% | Added |
| Barclays PLC | 27,795 | $1.27M | 0.00% | +3,755+15.6% | Added |
| EAM Investors, LLC | 28,092 | $1.29M | 0.14% | 00.0% | Unchanged |
| Jane Street Group, LLC | 31,789 | $1.46M | 0.00% | +13,579+74.6% | Added |
| JPMorgan Chase & Co | 31,882 | $1.46M | 0.00% | +24,007+304.9% | Added |
| Qube Research & Technologies Ltd | 34,415 | $1.58M | 0.00% | +34,415 | New |
| Citadel Advisors LLC | 34,705 | $1.59M | 0.00% | +16,595+91.6% | Added |
| Morgan Stanley | 36,990 | $1.69M | 0.00% | +7,708+26.3% | Added |
| Trexquant Investment LP | 39,486 | $1.81M | 0.02% | +14,407+57.4% | Added |
| Nuveen, LLC | 42,776 | $1.96M | 0.00% | +18,130+73.6% | Added |
| Bridgeway Capital Management, LLC | 52,255 | $2.39M | 0.05% | +2,461+4.9% | Added |
| Goldman Sachs Group Inc | 58,214 | $2.67M | 0.00% | +6,337+12.2% | Added |
| Northern Trust Corp | 64,626 | $2.96M | 0.00% | −4,421−6.4% | Reduced |
| Two Sigma Investments, LP | 68,079 | $3.12M | 0.00% | +52,376+333.5% | Added |
| Commonwealth Equity Services, LLC | 69,621 | $3.19M | 0.00% | −1,101−1.6% | Reduced |
| American Century Companies Inc | 70,404 | $3.23M | 0.00% | +19,432+38.1% | Added |
| LSV Asset Management | 77,700 | $3.56M | 0.01% | −7,500−8.8% | Reduced |
| Banc Funds Co LLC | 96,423 | $4.42M | 0.87% | −12,000−11.1% | Reduced |
| Hillsdale Investment Management Inc. | 99,900 | $4.58M | 0.13% | +3,183+3.3% | Added |
| GM Advisory Group, Inc. | 106,059 | $4.86M | 0.19% | +472+0.4% | Added |