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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 57 | $2.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $2.04K | 0.00% | −1−2.3% | Reduced |
| Parallel Advisors, LLC | 41 | $1.99K | 0.00% | +41 | New |
| Farther Finance Advisors, LLC | 38 | $1.87K | 0.00% | +4+11.8% | Added |
| UBS Asset Management Americas Inc | 36 | $1.75K | 0.00% | +29+414.3% | Added |
| Rothschild Investment LLC | 34 | $1.65K | 0.00% | +23+209.1% | Added |
| SRS Capital Advisors, Inc. | 33 | $1.60K | 0.00% | +33 | New |
| Advisor Group Holdings, Inc. | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 26 | $1.26K | 0.00% | +26 | New |
| Massmutual Trust Co FSB | 22 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $885 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18 | $873 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $631 | 0.00% | +7+116.7% | Added |
| IFP Advisors, Inc | 10 | $485 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $437 | 0.00% | +5+125.0% | Added |
| Basecamp Wealth Advisors LLC | 7 | $340 | 0.00% | +7 | New |
| True Wealth Design, LLC | 5 | $243 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $243 | 0.00% | +5 | New |
| Wealth Preservation Advisors, LLC | 2 | $97 | 0.00% | +2 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,789−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,613−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,036−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |