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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 18 | $825 | 0.00% | −460−96.2% | Reduced |
| Cornerstone Planning Group LLC | 17 | $799 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11 | $504 | 0.00% | +11 | New |
| IFP Advisors, Inc | 10 | $458 | 0.00% | +6+150.0% | Added |
| UBS Asset Management Americas Inc | 7 | $321 | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 6 | $275 | 0.00% | +2+50.0% | Added |
| True Wealth Design, LLC | 5 | $230 | 0.00% | +1+25.0% | Added |
| SJS Investment Consulting Inc. | 4 | $184 | 0.00% | −47−92.2% | Reduced |
| MAI Capital Management | 4 | $184 | 0.00% | +4 | New |
| Fourthstone LLC | 0 | $0 | 0.00% | −177,321−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −17,144−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |