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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, Q4 2024

Institutional positions in Finwise Bancorp as of Dec 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
36
+5 vs. Q3 2024
Shares held
3.45M
+154.9K (+4.7%) vs. Q3 2024
Total value
$55.1M
+$3.73M (+7.3%) vs. Q3 2024
New holders
8
16 more added
Sold out
3
3 more reduced

Compare with Q3 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.

Institutional holdersQ4 2024: 36 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 heldQ4 2024: $55.1M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q3 2024.

Institutions holding FINW in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.984,785$15.7M0.01%−61,668−5.9%Reduced
Wasatch Advisors Inc629,399$10.1M0.05%+231,405+58.1%Added
Vanguard Group Inc417,257$6.67M0.00%+1,306+0.3%Added
US Bancorp351,048$5.61M0.01%00.0%Unchanged
Susquehanna International Group, LLP123,044$1.97M0.00%+74,821+155.2%Added
Siena Capital Partners GP, LLC113,718$1.82M0.50%00.0%Unchanged
Dimensional Fund Advisors LP98,017$1.57M0.00%+136+0.1%Added
Geode Capital Management, LLC93,428$1.49M0.00%+1,820+2.0%Added
Bridgeway Capital Management, LLC87,661$1.40M0.03%+1,013+1.2%Added
Emerald Mutual Fund Advisers Trust85,424$1.37M0.08%00.0%Unchanged
Qube Research & Technologies Ltd52,903$845.4K0.00%+26,316+99.0%Added
Renaissance Technologies LLC46,700$746.3K0.00%−1,800−3.7%Reduced
BlackRock, Inc.46,130$737.2K0.00%+7,907+20.7%Added
Millennium Management LLC42,511$679.3K0.00%+42,511New
Smith, Moore & Co.25,000$399.5K0.04%00.0%Unchanged
UBS Group AG23,442$374.6K0.00%+23,441+2,344,100.0%Added
Empowered Funds, LLC22,461$358.9K0.01%+1,013+4.7%Added
683 Capital Management, LLC19,430$310.5K0.03%+19,430New
Gilder Gagnon Howe & Co LLC19,011$303.8K0.00%−7,000−26.9%Reduced
State Street Corp16,685$266.6K0.00%+2,400+16.8%Added
Schonfeld Strategic Advisors LLC16,530$264.1K0.00%+16,530New
Northern Trust Corp16,296$260.4K0.00%+3,179+24.2%Added
TownSquare Capital, LLC14,205$227.0K0.00%00.0%Unchanged
Norden Group LLC14,200$226.9K0.03%00.0%Unchanged
Goldman Sachs Group Inc14,021$224.1K0.00%+14,021New
Greenwich Wealth Management LLC14,000$224.0K0.02%00.0%Unchanged
Jane Street Group, LLC12,330$197.0K0.00%+12,330New
Barclays PLC11,204$179.0K0.00%+8,169+269.2%Added
Citadel Advisors LLC10,979$175.4K0.00%+10,979New
Foundations Investment Advisors, LLC10,052$160.6K0.00%00.0%Unchanged
Citigroup Inc8,062$128.8K0.00%+1,186+17.2%Added
Bank of America Corp3,463$55.3K0.00%+3,393+4,847.1%Added
Globeflex Capital L P3,300$52.7K0.00%00.0%Unchanged
Morgan Stanley1,728$27.6K0.00%+1,728New
Tower Research Capital LLC (TRC)436$6.97K0.00%+31+7.7%Added
Militia Capital Partners, LP300$4.79K0.00%+300New
M3F, Inc.0$00.00%−268,737−100.0%Sold out
LPL Financial LLC0$00.00%−10,595−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−668−100.0%Sold out