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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 247 | $14.5K | 0.00% | +214+648.5% | Added |
| IFP Advisors, Inc | 119 | $6.99K | 0.00% | +109+1,090.0% | Added |
| Sterling Capital Management LLC | 110 | $6.46K | 0.00% | −86−43.9% | Reduced |
| The PNC Financial Services Group, Inc. | 85 | $5.00K | 0.00% | +28+49.1% | Added |
| California State Teachers Retirement System | 84 | $4.93K | 0.00% | −276−76.7% | Reduced |
| GAMMA Investing LLC | 63 | $3.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 57 | $3.35K | 0.00% | +23+67.6% | Added |
| Essential Partners LLC | 53 | $3.11K | 0.00% | −26−32.9% | Reduced |
| Fortitude Family Office, LLC | 44 | $2.58K | 0.00% | +2+4.8% | Added |
| Farther Finance Advisors, LLC | 43 | $2.54K | 0.00% | +5+13.2% | Added |
| Massmutual Trust Co FSB | 43 | $2.53K | 0.00% | +21+95.5% | Added |
| UBS Asset Management Americas Inc | 36 | $2.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $1.82K | 0.00% | +18+138.5% | Added |
| Advisor Group Holdings, Inc. | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 22 | $1.29K | 0.00% | −48−68.6% | Reduced |
| Nisa Investment Advisors, LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $1.00K | 0.00% | +9 | New |
| Parallel Advisors, LLC | 17 | $999 | 0.00% | −24−58.5% | Reduced |
| Clearstead Advisors, LLC | 15 | $882 | 0.00% | +15 | 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 |
| Jones Financial Companies LLLP | 9 | $538 | 0.00% | +9 | New |
| Wealth Enhancement Trust Services, Inc. | 8 | $470 | 0.00% | +8 | New |
| True Wealth Design, LLC | 7 | $412 | 0.00% | +2+40.0% | Added |
| JPL Wealth Management, LLC | 5 | $294 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −19,690−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,978−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,636−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |