Finwise Bancorp
FINW- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001856365
No open-market purchases or sales by Finwise Bancorp insiders were filed in the last 90 days; 69 institutions reported holding it in 13F filings for Q2 2026, worth $60.1M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Finwise Bancorp as of Dec 31, 2023. 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
- 33
- +10 vs. Q3 2023
- Shares held
- 2.84M
- +244.4K (+9.4%) vs. Q3 2023
- Total value
- $40.6M
- +$18.2M (+81.0%) vs. Q3 2023
- New holders
- 12
- 10 more added
- Sold out
- 2
- 9 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FINW 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 | 69 | $60.1M |
| Q1 2026 | 56 | $62.7M |
| Q4 2025 | 60 | $71.8M |
| Q3 2025 | 55 | $78.0M |
| Q2 2025 | 47 | $60.1M |
| Q1 2025 | 41 | $66.1M |
| Q4 2024 | 36 | $55.1M |
| Q3 2024 | 31 | $51.4M |
| Q2 2024 | 30 | $29.8M |
| Q1 2024 | 32 | $28.4M |
| Q4 2023 | 33 | $40.6M |
| Q3 2023 | 23 | $22.4M |
| Q2 2023 | 23 | $24.1M |
| Q1 2023 | 19 | $25.4M |
| Q4 2022 | 23 | $28.6M |
| Q3 2022 | 24 | $29.6M |
| Q2 2022 | 24 | $29.8M |
| Q1 2022 | 25 | $59.2M |
| Q4 2021 | 15 | $47.3M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 949,327 | $13.6M | 0.01% | −12,221−1.3% | Reduced |
| Vanguard Group Inc | 352,345 | $5.04M | 0.00% | −11,444−3.1% | Reduced |
| US Bancorp | 351,048 | $5.02M | 0.01% | +351,048 | New |
| Gilder Gagnon Howe & Co LLC | 246,017 | $3.52M | 0.05% | −5,489−2.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 241,964 | $3.46M | 0.18% | −102,173−29.7% | Reduced |
| Siena Capital Partners GP, LLC | 113,718 | $1.63M | 0.51% | +16,282+16.7% | Added |
| Bridgeway Capital Management, LLC | 81,528 | $1.17M | 0.03% | +1,536+1.9% | Added |
| Geode Capital Management, LLC | 69,987 | $1.00M | 0.00% | +3,418+5.1% | Added |
| Dimensional Fund Advisors LP | 50,139 | $717.0K | 0.00% | +14,423+40.4% | Added |
| Renaissance Technologies LLC | 47,000 | $673.0K | 0.00% | +31,100+195.6% | Added |
| EAM Investors, LLC | 39,924 | $571.3K | 0.10% | +39,924 | New |
| Advisor Group Holdings, Inc. | 34,398 | $492.2K | 0.00% | +34,158+14,232.5% | Added |
| BlackRock Inc. | 32,450 | $464.4K | 0.00% | +7,386+29.5% | Added |
| Smith, Moore & Co. | 25,000 | $357.8K | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 21,918 | $313.6K | 0.00% | +21,918 | New |
| Jane Street Group, LLC | 20,485 | $293.1K | 0.00% | +20,485 | New |
| 683 Capital Management, LLC | 19,913 | $285.0K | 0.03% | +19,913 | New |
| Empowered Funds, LLC | 17,536 | $250.9K | 0.01% | +1,536+9.6% | Added |
| Citigroup Inc | 16,414 | $234.9K | 0.00% | +16,414 | New |
| State Street Corp | 14,285 | $204.4K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 14,200 | $203.2K | 0.00% | −1,495−9.5% | Reduced |
| Norden Group LLC | 14,200 | $203.2K | 0.04% | −1,495−9.5% | Reduced |
| Balyasny Asset Management LLC | 13,924 | $199.3K | 0.00% | +13,924 | New |
| ExodusPoint Capital Management, LP | 12,771 | $183.0K | 0.00% | +12,771 | New |
| Goldman Sachs Group Inc | 11,311 | $161.9K | 0.00% | +11,311 | New |
| Morgan Stanley | 7,720 | $110.5K | 0.00% | +7,720 | New |
| Bank of America Corp | 5,562 | $79.6K | 0.00% | +5,533+19,079.3% | Added |
| Basswood Capital Management, L.L.C. | 4,537 | $64.9K | 0.00% | −239,613−98.1% | Reduced |
| Globeflex Capital L P | 3,300 | $47.2K | 0.00% | +3,300 | New |
| JPMorgan Chase & Co | 2,889 | $41.3K | 0.00% | +2,889 | New |
| Barclays PLC | 473 | $6.77K | 0.00% | −794−62.7% | Reduced |
| Tower Research Capital LLC (TRC) | 124 | $1.77K | 0.00% | −1,690−93.2% | Reduced |
| Wells Fargo & Company | 51 | $730 | 0.00% | +3+6.3% | Added |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −15,695−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −477−100.0% | Sold out |