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, Q3 2024
Institutional positions in Finwise Bancorp as of Sep 30, 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
- 31
- +2 vs. Q2 2024
- Shares held
- 3.29M
- +411.5K (+14.3%) vs. Q2 2024
- Total value
- $51.4M
- +$22.0M (+74.6%) vs. Q2 2024
- New holders
- 5
- 8 more added
- Sold out
- 3
- 7 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 1,046,453 | $16.3M | 0.01% | +59,296+6.0% | Added |
| Vanguard Group Inc | 415,951 | $6.49M | 0.00% | +17,460+4.4% | Added |
| Wasatch Advisors Inc | 397,994 | $6.21M | 0.03% | +397,994 | New |
| US Bancorp | 351,048 | $5.48M | 0.01% | 00.0% | Unchanged |
| M3F, Inc. | 268,737 | $4.19M | 1.29% | −9,909−3.6% | Reduced |
| Siena Capital Partners GP, LLC | 113,718 | $1.77M | 0.51% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 97,881 | $1.53M | 0.00% | +4,028+4.3% | Added |
| Geode Capital Management, LLC | 91,608 | $1.43M | 0.00% | +16,309+21.7% | Added |
| Bridgeway Capital Management, LLC | 86,648 | $1.35M | 0.03% | −7,420−7.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 85,424 | $1.33M | 0.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 48,500 | $756.6K | 0.00% | +1,600+3.4% | Added |
| Susquehanna International Group, LLP | 48,223 | $752.3K | 0.00% | −3,392−6.6% | Reduced |
| BlackRock, Inc. | 38,223 | $596.3K | 0.00% | +38,223 | New |
| Qube Research & Technologies Ltd | 26,587 | $414.8K | 0.00% | +26,587 | New |
| Gilder Gagnon Howe & Co LLC | 26,011 | $405.8K | 0.00% | −50,000−65.8% | Reduced |
| Smith, Moore & Co. | 25,000 | $390.0K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 21,448 | $334.6K | 0.01% | +1,072+5.3% | Added |
| State Street Corp | 14,285 | $222.8K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 14,205 | $221.6K | 0.00% | −247−1.7% | Reduced |
| Norden Group LLC | 14,200 | $221.5K | 0.03% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 14,000 | $218.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 13,117 | $204.6K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,595 | $165.3K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 10,052 | $156.8K | 0.00% | −11,548−53.5% | Reduced |
| Citigroup Inc | 6,876 | $107.3K | 0.00% | +2,792+68.4% | Added |
| Globeflex Capital L P | 3,300 | $51.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,035 | $47.3K | 0.00% | +3,035 | New |
| Advisor Group Holdings, Inc. | 668 | $10.4K | 0.00% | +668 | New |
| Tower Research Capital LLC (TRC) | 405 | $6.32K | 0.00% | −491−54.8% | Reduced |
| Bank of America Corp | 70 | $1.09K | 0.00% | +15+27.3% | Added |
| UBS Group AG | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −28,625−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −25,693−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −20,288−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |