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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 51 | $730 | 0.00% | +3+6.3% | Added |
| Tower Research Capital LLC (TRC) | 124 | $1.77K | 0.00% | −1,690−93.2% | Reduced |
| Barclays PLC | 473 | $6.77K | 0.00% | −794−62.7% | Reduced |
| JPMorgan Chase & Co | 2,889 | $41.3K | 0.00% | +2,889 | New |
| Globeflex Capital L P | 3,300 | $47.2K | 0.00% | +3,300 | New |
| Basswood Capital Management, L.L.C. | 4,537 | $64.9K | 0.00% | −239,613−98.1% | Reduced |
| Bank of America Corp | 5,562 | $79.6K | 0.00% | +5,533+19,079.3% | Added |
| Morgan Stanley | 7,720 | $110.5K | 0.00% | +7,720 | New |
| Goldman Sachs Group Inc | 11,311 | $161.9K | 0.00% | +11,311 | New |
| ExodusPoint Capital Management, LP | 12,771 | $183.0K | 0.00% | +12,771 | New |
| Balyasny Asset Management LLC | 13,924 | $199.3K | 0.00% | +13,924 | New |
| 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 |
| State Street Corp | 14,285 | $204.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 16,414 | $234.9K | 0.00% | +16,414 | New |
| Empowered Funds, LLC | 17,536 | $250.9K | 0.01% | +1,536+9.6% | Added |
| 683 Capital Management, LLC | 19,913 | $285.0K | 0.03% | +19,913 | New |
| Jane Street Group, LLC | 20,485 | $293.1K | 0.00% | +20,485 | New |
| Millennium Management LLC | 21,918 | $313.6K | 0.00% | +21,918 | New |
| Smith, Moore & Co. | 25,000 | $357.8K | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | 32,450 | $464.4K | 0.00% | +7,386+29.5% | Added |
| Advisor Group Holdings, Inc. | 34,398 | $492.2K | 0.00% | +34,158+14,232.5% | Added |
| EAM Investors, LLC | 39,924 | $571.3K | 0.10% | +39,924 | New |
| Renaissance Technologies LLC | 47,000 | $673.0K | 0.00% | +31,100+195.6% | Added |
| Dimensional Fund Advisors LP | 50,139 | $717.0K | 0.00% | +14,423+40.4% | Added |
| Geode Capital Management, LLC | 69,987 | $1.00M | 0.00% | +3,418+5.1% | Added |
| Bridgeway Capital Management, LLC | 81,528 | $1.17M | 0.03% | +1,536+1.9% | Added |
| Siena Capital Partners GP, LLC | 113,718 | $1.63M | 0.51% | +16,282+16.7% | Added |
| Emerald Mutual Fund Advisers Trust | 241,964 | $3.46M | 0.18% | −102,173−29.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 246,017 | $3.52M | 0.05% | −5,489−2.2% | Reduced |
| US Bancorp | 351,048 | $5.02M | 0.01% | +351,048 | New |
| Vanguard Group Inc | 352,345 | $5.04M | 0.00% | −11,444−3.1% | Reduced |
| Alliancebernstein L.P. | 949,327 | $13.6M | 0.01% | −12,221−1.3% | Reduced |
| 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 |