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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, Q1 2024

Institutional positions in Finwise Bancorp as of Mar 31, 2024. 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
32
−1 vs. Q4 2023
Shares held
2.83M
−9.24K (−0.3%) vs. Q4 2023
Total value
$28.4M
−$12.2M (−30.0%) vs. Q4 2023
New holders
7
13 more added
Sold out
8
5 more reduced

Compare with Q4 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.

Institutional holdersQ1 2024: 32 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 15 institutionsQ1 2022: 25 institutionsQ2 2022: 24 institutionsQ3 2022: 24 institutionsQ4 2022: 23 institutionsQ1 2023: 19 institutionsQ2 2023: 23 institutionsQ3 2023: 23 institutionsQ4 2023: 33 institutionsQ1 2024: 32 institutionsQ2 2024: 30 institutionsQ3 2024: 31 institutionsQ4 2024: 36 institutionsQ1 2025: 41 institutionsQ2 2025: 47 institutionsQ3 2025: 55 institutionsQ4 2025: 60 institutionsQ1 2026: 56 institutionsQ2 2026: 69 institutions
Value heldQ1 2024: $28.4M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $47.3MQ1 2022: $59.2MQ2 2022: $29.8MQ3 2022: $29.6MQ4 2022: $28.6MQ1 2023: $25.4MQ2 2023: $24.1MQ3 2023: $22.4MQ4 2023: $40.6MQ1 2024: $28.4MQ2 2024: $29.8MQ3 2024: $51.4MQ4 2024: $55.1MQ1 2025: $66.1MQ2 2025: $60.1MQ3 2025: $78.0MQ4 2025: $71.8MQ1 2026: $62.7MQ2 2026: $60.1M
Institutions holding FINW and their total value by quarter
QuarterHoldersValue
Q2 202669$60.1M
Q1 202656$62.7M
Q4 202560$71.8M
Q3 202555$78.0M
Q2 202547$60.1M
Q1 202541$66.1M
Q4 202436$55.1M
Q3 202431$51.4M
Q2 202430$29.8M
Q1 202432$28.4M
Q4 202333$40.6M
Q3 202323$22.4M
Q2 202323$24.1M
Q1 202319$25.4M
Q4 202223$28.6M
Q3 202224$29.6M
Q2 202224$29.8M
Q1 202225$59.2M
Q4 202115$47.3M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q4 2023.

Institutions holding FINW in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.933,275$9.38M0.00%−16,052−1.7%Reduced
Vanguard Group Inc376,802$3.79M0.00%+24,457+6.9%Added
US Bancorp351,048$3.53M0.00%00.0%Unchanged
Gilder Gagnon Howe & Co LLC201,088$2.02M0.03%−44,929−18.3%Reduced
Siena Capital Partners GP, LLC113,718$1.14M0.38%00.0%Unchanged
Emerald Mutual Fund Advisers Trust96,448$969.3K0.05%−145,516−60.1%Reduced
Bridgeway Capital Management, LLC92,628$930.9K0.02%+11,100+13.6%Added
Dimensional Fund Advisors LP74,618$749.9K0.00%+24,479+48.8%Added
Geode Capital Management, LLC73,661$740.5K0.00%+3,674+5.2%Added
Susquehanna International Group, LLP73,001$733.7K0.00%+73,001New
M3F, Inc.55,326$556.0K0.20%+55,326New
Renaissance Technologies LLC49,300$495.0K0.00%+2,300+4.9%Added
Millennium Management LLC49,037$492.8K0.00%+27,119+123.7%Added
BlackRock Inc.45,481$457.1K0.00%+13,031+40.2%Added
Jane Street Group, LLC30,855$310.1K0.00%+10,370+50.6%Added
Globeflex Capital L P27,394$275.3K0.03%+24,094+730.1%Added
Smith, Moore & Co.25,000$251.3K0.03%00.0%Unchanged
Empowered Funds, LLC18,936$190.3K0.00%+1,400+8.0%Added
Goldman Sachs Group Inc16,445$165.3K0.00%+5,134+45.4%Added
Quadrature Capital Ltd16,311$163.9K0.00%+16,311New
State Street Corp14,285$143.6K0.00%00.0%Unchanged
TownSquare Capital, LLC14,200$142.7K0.00%00.0%Unchanged
Norden Group LLC14,200$142.7K0.03%00.0%Unchanged
Greenwich Wealth Management LLC14,000$141.0K0.01%+14,000New
Citigroup Inc12,929$129.9K0.00%−3,485−21.2%Reduced
LPL Financial LLC12,095$121.6K0.00%+12,095New
Northern Trust Corp12,084$121.4K0.00%+12,084New
Morgan Stanley8,850$88.9K0.00%+1,130+14.6%Added
UBS Group AG2,511$25.2K0.00%+2,511New
Tower Research Capital LLC (TRC)902$9.06K0.00%+778+627.4%Added
Bank of America Corp736$7.40K0.00%−4,826−86.8%Reduced
Wells Fargo & Company51$5130.00%00.0%Unchanged
EAM Investors, LLC0$00.00%−39,924−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−34,398−100.0%Sold out
683 Capital Management, LLC0$00.00%−19,913−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−13,924−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−12,771−100.0%Sold out
Basswood Capital Management, L.L.C.0$00.00%−4,537−100.0%Sold out
JPMorgan Chase & Co0$00.00%−2,889−100.0%Sold out
Barclays PLC0$00.00%−473−100.0%Sold out