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 2 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $237.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Bankwell Financial Group, Inc. as of Jun 30, 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
- 126
- +9 vs. Q1 2026
- Shares held
- 4.05M
- +392.1K (+10.7%) vs. Q1 2026
- Total value
- $237.8M
- +$60.3M (+34.0%) vs. Q1 2026
- New holders
- 18
- 53 more added
- Sold out
- 9
- 32 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 5 | $294 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $412 | 0.00% | +2+40.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 8 | $470 | 0.00% | +8 | New |
| Jones Financial Companies LLLP | 9 | $538 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 12 | $705 | 0.00% | +3+33.3% | Added |
| Basecamp Wealth Advisors LLC | 12 | $705 | 0.00% | +5+71.4% | Added |
| Clearstead Advisors, LLC | 15 | $882 | 0.00% | +15 | New |
| Parallel Advisors, LLC | 17 | $999 | 0.00% | −24−58.5% | Reduced |
| Covestor Ltd | 9 | $1.00K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 22 | $1.29K | 0.00% | −48−68.6% | Reduced |
| Advisor Group Holdings, Inc. | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $1.82K | 0.00% | +18+138.5% | Added |
| UBS Asset Management Americas Inc | 36 | $2.12K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $2.53K | 0.00% | +21+95.5% | Added |
| Farther Finance Advisors, LLC | 43 | $2.54K | 0.00% | +5+13.2% | Added |
| Fortitude Family Office, LLC | 44 | $2.58K | 0.00% | +2+4.8% | Added |
| Essential Partners LLC | 53 | $3.11K | 0.00% | −26−32.9% | Reduced |
| Rothschild Investment LLC | 57 | $3.35K | 0.00% | +23+67.6% | Added |
| GAMMA Investing LLC | 63 | $3.70K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 84 | $4.93K | 0.00% | −276−76.7% | Reduced |
| The PNC Financial Services Group, Inc. | 85 | $5.00K | 0.00% | +28+49.1% | Added |
| Sterling Capital Management LLC | 110 | $6.46K | 0.00% | −86−43.9% | Reduced |
| IFP Advisors, Inc | 119 | $6.99K | 0.00% | +109+1,090.0% | Added |
| SRS Capital Advisors, Inc. | 247 | $14.5K | 0.00% | +214+648.5% | Added |
| Allworth Financial LP | 253 | $14.9K | 0.00% | +182+256.3% | Added |
| State of Alaska, Department of Revenue | 429 | $25.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 557 | $32.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 637 | $37.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 762 | $44.8K | 0.00% | +762 | New |
| Tower Research Capital LLC (TRC) | 818 | $48.1K | 0.00% | −929−53.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,492 | $87.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,689 | $99.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,794 | $164.1K | 0.00% | −370−11.7% | Reduced |
| BNP Paribas Arbitrage, SA | 2,876 | $169.0K | 0.00% | −397−12.1% | Reduced |
| Key Financial Inc | 2,900 | $170.4K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 3,000 | $176.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 3,042 | $178.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,213 | $188.8K | 0.00% | +2,757+604.6% | Added |
| New York State Common Retirement Fund | 3,351 | $196.9K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,545 | $208.3K | 0.00% | −7,973−69.2% | Reduced |
| SG Americas Securities, LLC | 3,578 | $210.0K | 0.00% | +3,578 | New |
| Engineers Gate Manager LP | 3,590 | $210.9K | 0.00% | +3,590 | New |
| Beese Fulmer Investment Management, Inc. | 3,696 | $217.1K | 0.01% | +3,696 | New |
| Los Angeles Capital Management LLC | 3,850 | $226.2K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,993 | $235.0K | 0.01% | +3,993 | New |
| PDT Partners, LLC | 4,000 | $235.0K | 0.01% | +4,000 | New |
| MetLife Investment Management | 4,029 | $236.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,317 | $254.0K | 0.00% | +175+4.2% | Added |
| Janney Montgomery Scott LLC | 4,500 | $264.0K | 0.00% | +4,500 | New |
| Creative Planning | 4,519 | $265.5K | 0.00% | +4,519 | New |
| HSBC Holdings PLC | 4,573 | $268.3K | 0.00% | −15,297−77.0% | Reduced |
| Daytona Street Capital LLC | 5,000 | $288.9K | 0.21% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,959 | $291.3K | 0.00% | +15+0.3% | Added |
| Canada Pension Plan Investment Board | 5,000 | $293.8K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,025 | $295.2K | 0.00% | +5,025 | New |
| Price T Rowe Associates Inc | 5,112 | $301.0K | 0.00% | −523−9.3% | Reduced |
| Ieq Capital, LLC | 5,174 | $304.0K | 0.00% | +5,174 | New |
| Point72 Asset Management, L.P. | 5,355 | $314.6K | 0.00% | −1,466−21.5% | Reduced |
| Essex Financial Services, Inc. | 5,634 | $331.0K | 0.02% | +23+0.4% | Added |
| AE Wealth Management LLC | 5,644 | $331.7K | 0.00% | +538+10.5% | Added |
| Prudential Financial Inc | 5,820 | $341.9K | 0.00% | −7,370−55.9% | Reduced |
| Deutsche Bank AG | 5,922 | $347.9K | 0.00% | +1,286+27.7% | Added |
| Mariner, LLC | 6,576 | $386.4K | 0.00% | +6,576 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,911 | $406.0K | 0.00% | +561+8.8% | Added |
| Wells Fargo & Company | 7,406 | $435.1K | 0.00% | +2,368+47.0% | Added |
| Martingale Asset Management L P | 7,427 | $436.3K | 0.01% | −5,519−42.6% | Reduced |
| FMR LLC | 7,597 | $446.3K | 0.00% | +3,337+78.3% | Added |
| XTX Topco Ltd | 7,690 | $451.8K | 0.01% | +7,690 | New |
| Occudo Quantitative Strategies LP | 7,843 | $460.8K | 0.02% | +3,447+78.4% | Added |
| Rhumbline Advisers | 7,967 | $468.1K | 0.00% | −1,121−12.3% | Reduced |
| UBS Group AG | 8,290 | $487.0K | 0.00% | −2,522−23.3% | Reduced |
| Invesco Ltd. | 8,362 | $491.3K | 0.00% | +2,042+32.3% | Added |
| Bridge City Capital, LLC | 9,130 | $536.4K | 0.12% | −876−8.8% | Reduced |
| Sierra Capital LLC | 9,402 | $552.3K | 0.05% | +37+0.4% | Added |
| Russell Investments Group, Ltd. | 9,359 | $554.1K | 0.00% | +8,629+1,182.1% | Added |
| Thrivent Financial for Lutherans | 9,605 | $564.0K | 0.00% | +3,728+63.4% | Added |
| Legato Capital Management LLC | 10,167 | $597.3K | 0.05% | +186+1.9% | Added |
| Mangrove Partners | 10,358 | $608.5K | 0.04% | +884+9.3% | Added |
| State of Wisconsin Investment Board | 14,102 | $828.5K | 0.00% | −3,544−20.1% | Reduced |
| Barclays PLC | 14,940 | $877.7K | 0.00% | −2,940−16.4% | Reduced |
| Integrated Quantitative Investments LLC | 15,237 | $895.2K | 0.15% | +1,167+8.3% | Added |
| Citadel Advisors LLC | 16,052 | $943.1K | 0.00% | +7,408+85.7% | Added |
| Captrust Financial Advisors | 17,598 | $1.03M | 0.00% | +506+3.0% | Added |
| Kennedy Capital Management, Inc. | 18,894 | $1.11M | 0.02% | −6,109−24.4% | Reduced |
| Charles Schwab Investment Management Inc | 19,818 | $1.16M | 0.00% | +118+0.6% | Added |
| Summit Trail Advisors, LLC | 21,323 | $1.25M | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 21,835 | $1.28M | 0.00% | +7,237+49.6% | Added |
| CI Private Wealth, LLC | 22,223 | $1.31M | 0.00% | +320+1.5% | Added |
| SEI Investments Co | 23,124 | $1.36M | 0.00% | −18,218−44.1% | Reduced |
| Bank of New York Mellon Corp | 23,446 | $1.38M | 0.00% | +1,135+5.1% | Added |
| Alliancebernstein L.P. | 28,681 | $1.39M | 0.00% | +1,420+5.2% | Added |
| Arrowstreet Capital, Limited Partnership | 24,902 | $1.46M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24,967 | $1.49M | 0.00% | +1,555+6.6% | Added |
| Innovative Asset Advisors Group, LLC | 26,901 | $1.58M | 0.69% | +26,901 | New |
| EAM Investors, LLC | 26,981 | $1.59M | 0.14% | −1,111−4.0% | Reduced |
| Trexquant Investment LP | 28,856 | $1.70M | 0.01% | −1,315−4.4% | Reduced |
| Morgan Stanley | 30,321 | $1.78M | 0.00% | −2,785−8.4% | Reduced |