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, Q1 2026
Institutional positions in Bankwell Financial Group, Inc. as of Mar 31, 2026. 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
- 119
- +11 vs. Q4 2025
- Shares held
- 3.77M
- +521.1K (+16.0%) vs. Q4 2025
- Total value
- $182.8M
- +$34.0M (+22.8%) vs. Q4 2025
- New holders
- 18
- 49 more added
- Sold out
- 7
- 29 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Preservation Advisors, LLC | 2 | $97 | 0.00% | +2 | New |
| True Wealth Design, LLC | 5 | $243 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $243 | 0.00% | +5 | New |
| Basecamp Wealth Advisors LLC | 7 | $340 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 9 | $437 | 0.00% | +5+125.0% | Added |
| IFP Advisors, Inc | 10 | $485 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $631 | 0.00% | +7+116.7% | Added |
| Nisa Investment Advisors, LLC | 18 | $873 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $885 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $1.07K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 26 | $1.26K | 0.00% | +26 | New |
| Advisor Group Holdings, Inc. | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33 | $1.60K | 0.00% | +33 | New |
| Rothschild Investment LLC | 34 | $1.65K | 0.00% | +23+209.1% | Added |
| UBS Asset Management Americas Inc | 36 | $1.75K | 0.00% | +29+414.3% | Added |
| Farther Finance Advisors, LLC | 38 | $1.87K | 0.00% | +4+11.8% | Added |
| Parallel Advisors, LLC | 41 | $1.99K | 0.00% | +41 | New |
| Fortitude Family Office, LLC | 42 | $2.04K | 0.00% | −1−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 57 | $2.77K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 63 | $3.06K | 0.00% | +24+61.5% | Added |
| Optiver Holding B.V. | 70 | $3.40K | 0.00% | +8+12.9% | Added |
| Allworth Financial LP | 71 | $3.44K | 0.00% | +16+29.1% | Added |
| Essential Partners LLC | 79 | $3.83K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 80 | $3.88K | 0.00% | +76+1,900.0% | Added |
| Kemnay Advisory Services Inc. | 119 | $5.77K | 0.00% | +119 | New |
| Quadrant Capital Group LLC | 126 | $6.11K | 0.00% | +126 | New |
| Sterling Capital Management LLC | 196 | $9.51K | 0.00% | −154−44.0% | Reduced |
| California State Teachers Retirement System | 360 | $17.5K | 0.00% | −75−17.2% | Reduced |
| State of Alaska, Department of Revenue | 429 | $20.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $22.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 456 | $22.1K | 0.00% | +171+60.0% | Added |
| Ameritas Investment Partners, Inc. | 557 | $27.0K | 0.00% | −165−22.9% | Reduced |
| Legal & General Group Plc | 637 | $30.9K | 0.00% | −9−1.4% | Reduced |
| Russell Investments Group, Ltd. | 730 | $35.4K | 0.00% | −76−9.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,492 | $72.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,689 | $82.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,747 | $84.8K | 0.00% | +1,409+416.9% | Added |
| CWM, LLC | 1,914 | $92.9K | 0.00% | +669+53.7% | Added |
| Key Financial Inc | 2,900 | $140.7K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 3,000 | $145.6K | 0.00% | +3,000 | New |
| Vanguard Global Advisers, LLC | 3,042 | $147.6K | 0.00% | +3,042 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,164 | $153.5K | 0.00% | −142−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 3,273 | $158.8K | 0.00% | +1,020+45.3% | Added |
| New York State Common Retirement Fund | 3,351 | $162.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,850 | $186.8K | 0.00% | −1,833−32.3% | Reduced |
| MetLife Investment Management | 4,029 | $195.5K | 0.00% | −97−2.4% | Reduced |
| Royal Bank of Canada | 4,142 | $201.0K | 0.00% | +18+0.4% | Added |
| FMR LLC | 4,260 | $206.7K | 0.00% | +2,282+115.4% | Added |
| Franklin Resources Inc | 4,545 | $220.5K | 0.00% | −2,169−32.3% | Reduced |
| Deutsche Bank AG | 4,636 | $224.9K | 0.00% | +1,306+39.2% | Added |
| Occudo Quantitative Strategies LP | 4,396 | $227.4K | 0.01% | −976−18.2% | Reduced |
| Kestra Private Wealth Services, LLC | 4,944 | $239.9K | 0.00% | −14−0.3% | Reduced |
| Canada Pension Plan Investment Board | 5,000 | $242.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,038 | $244.5K | 0.00% | −6,159−55.0% | Reduced |
| Daytona Street Capital LLC | 5,000 | $247.2K | 0.20% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,106 | $247.8K | 0.00% | +714+16.3% | Added |
| Essex Financial Services, Inc. | 5,611 | $272.2K | 0.02% | +10.0% | Added |
| Squarepoint Ops LLC | 5,636 | $273.5K | 0.00% | −504−8.2% | Reduced |
| Price T Rowe Associates Inc | 5,635 | $274.0K | 0.00% | +5,635 | New |
| Thrivent Financial for Lutherans | 5,877 | $285.0K | 0.00% | +954+19.4% | Added |
| Invesco Ltd. | 6,320 | $306.6K | 0.00% | −932−12.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,350 | $308.1K | 0.00% | +781+14.0% | Added |
| Point72 Asset Management, L.P. | 6,821 | $331.0K | 0.00% | −2,950−30.2% | Reduced |
| Jump Financial, LLC | 6,978 | $338.6K | 0.01% | −1,053−13.1% | Reduced |
| Citadel Advisors LLC | 8,644 | $419.4K | 0.00% | −26,061−75.1% | Reduced |
| Rhumbline Advisers | 9,088 | $440.9K | 0.00% | −195−2.1% | Reduced |
| Sierra Capital LLC | 9,365 | $454.0K | 0.05% | +38+0.4% | Added |
| Mangrove Partners | 9,474 | $459.7K | 0.04% | +9,474 | New |
| Legato Capital Management LLC | 9,981 | $484.3K | 0.04% | +312+3.2% | Added |
| Bridge City Capital, LLC | 10,006 | $485.5K | 0.13% | −575−5.4% | Reduced |
| UBS Group AG | 10,812 | $524.6K | 0.00% | +3,465+47.2% | Added |
| Toroso Investments, LLC | 11,518 | $558.9K | 0.00% | +11,518 | New |
| Martingale Asset Management L P | 12,946 | $628.1K | 0.02% | +12,946 | New |
| Prudential Financial Inc | 13,190 | $640.0K | 0.00% | +478+3.8% | Added |
| Integrated Quantitative Investments LLC | 14,070 | $682.7K | 0.12% | +4,401+45.5% | Added |
| Bank of America Corp | 14,598 | $708.3K | 0.00% | +2,933+25.1% | Added |
| Captrust Financial Advisors | 17,092 | $829.3K | 0.00% | +164+1.0% | Added |
| State of Wisconsin Investment Board | 17,646 | $856.2K | 0.00% | +346+2.0% | Added |
| Barclays PLC | 17,880 | $867.5K | 0.00% | −9,915−35.7% | Reduced |
| Millennium Management LLC | 19,690 | $955.4K | 0.00% | +8,266+72.4% | Added |
| Charles Schwab Investment Management Inc | 19,700 | $955.8K | 0.00% | −519−2.6% | Reduced |
| HSBC Holdings PLC | 19,870 | $967.1K | 0.00% | +932+4.9% | Added |
| Summit Trail Advisors, LLC | 21,323 | $1.03M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,903 | $1.06M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 22,311 | $1.08M | 0.00% | +1,309+6.2% | Added |
| JPMorgan Chase & Co | 23,412 | $1.12M | 0.00% | −8,470−26.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,902 | $1.21M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 25,003 | $1.21M | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 27,261 | $1.25M | 0.00% | +27,261 | New |
| Algert Global LLC | 27,740 | $1.35M | 0.02% | +1,670+6.4% | Added |
| EAM Investors, LLC | 28,092 | $1.36M | 0.16% | 00.0% | Unchanged |
| Empowered Funds, LLC | 29,942 | $1.45M | 0.01% | +2,689+9.9% | Added |
| Trexquant Investment LP | 30,171 | $1.46M | 0.01% | −9,315−23.6% | Reduced |
| Morgan Stanley | 33,106 | $1.61M | 0.00% | −3,884−10.5% | Reduced |
| Vanguard Portfolio Management LLC | 38,830 | $1.88M | 0.00% | +38,830 | New |
| SEI Investments Co | 41,342 | $2.01M | 0.00% | +21,786+111.4% | Added |
| Vanguard Fiduciary Trust Co | 45,323 | $2.20M | 0.00% | +45,323 | New |
| AQR Capital Management LLC | 50,970 | $2.47M | 0.00% | +30,487+148.8% | Added |
| Qube Research & Technologies Ltd | 52,661 | $2.56M | 0.00% | +18,246+53.0% | Added |
| Bridgeway Capital Management, LLC | 54,944 | $2.67M | 0.05% | +2,689+5.1% | Added |