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 2025
Institutional positions in Finwise Bancorp as of Sep 30, 2025. 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
- 55
- +8 vs. Q2 2025
- Shares held
- 4.03M
- +26.5K (+0.7%) vs. Q2 2025
- Total value
- $78.0M
- +$17.9M (+29.8%) vs. Q2 2025
- New holders
- 12
- 12 more added
- Sold out
- 4
- 15 more reduced
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 771,701 | $15.0M | 0.00% | +4,360+0.6% | Added |
| Wasatch Advisors Inc | 754,543 | $14.6M | 0.08% | +50,434+7.2% | Added |
| Vanguard Group Inc | 487,323 | $9.45M | 0.00% | +1,739+0.4% | Added |
| US Bancorp | 429,048 | $8.32M | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 407,705 | $7.91M | 0.00% | +66,845+19.6% | Added |
| Geode Capital Management, LLC | 204,145 | $3.96M | 0.00% | −178−0.1% | Reduced |
| Siena Capital Partners GP, LLC | 137,123 | $2.66M | 0.76% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 111,055 | $2.15M | 0.00% | −441−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 88,189 | $1.71M | 0.04% | −4,517−4.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 85,424 | $1.66M | 0.09% | 00.0% | Unchanged |
| State Street Corp | 77,719 | $1.51M | 0.00% | +5,841+8.1% | Added |
| Northern Trust Corp | 71,127 | $1.38M | 0.00% | +3,164+4.7% | Added |
| Militia Capital Partners, LP | 50,000 | $969.5K | 0.45% | −24,601−33.0% | Reduced |
| Smith, Moore & Co. | 38,000 | $736.8K | 0.06% | −2,000−5.0% | Reduced |
| Empowered Funds, LLC | 28,537 | $553.3K | 0.01% | +2,031+7.7% | Added |
| Tempus Wealth Planning, LLC | 28,022 | $543.3K | 0.12% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 27,418 | $531.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27,000 | $523.5K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 25,917 | $502.5K | 0.00% | −11,583−30.9% | Reduced |
| Bank of New York Mellon Corp | 20,752 | $402.4K | 0.00% | +3,051+17.2% | Added |
| Goldman Sachs Group Inc | 19,341 | $375.0K | 0.00% | +19,341 | New |
| Norden Group LLC | 14,200 | $275.3K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 13,655 | $264.8K | 0.00% | +13,655 | New |
| Barclays PLC | 12,848 | $249.1K | 0.00% | −4,270−24.9% | Reduced |
| Nuveen, LLC | 11,793 | $228.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,525 | $165.3K | 0.00% | +8,525 | New |
| Rhumbline Advisers | 8,221 | $159.4K | 0.00% | −165−2.0% | Reduced |
| Morgan Stanley | 7,310 | $141.7K | 0.00% | −8,258−53.0% | Reduced |
| Summit Wealth Group LLC | 15,695 | $135.6K | 0.02% | +15,695 | New |
| UBS Group AG | 6,258 | $121.3K | 0.00% | −18,079−74.3% | Reduced |
| MetLife Investment Management | 6,140 | $119.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,120 | $118.7K | 0.00% | +983+19.1% | Added |
| New York State Common Retirement Fund | 4,400 | $85.3K | 0.00% | −2,800−38.9% | Reduced |
| JPMorgan Chase & Co | 4,142 | $80.3K | 0.00% | −156−3.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,099 | $79.5K | 0.00% | −854−17.2% | Reduced |
| Globeflex Capital L P | 3,300 | $64.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,890 | $56.0K | 0.00% | +1,256+76.9% | Added |
| Bank of America Corp | 2,526 | $49.0K | 0.00% | −385−13.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,052 | $39.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 933 | $18.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 925 | $17.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 751 | $14.6K | 0.00% | +751 | New |
| California State Teachers Retirement System | 566 | $11.0K | 0.00% | +1+0.2% | Added |
| Tower Research Capital LLC (TRC) | 565 | $11.0K | 0.00% | +565 | New |
| Amalgamated Bank | 310 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 273 | $5.29K | 0.00% | −2,873−91.3% | Reduced |
| Sterling Capital Management LLC | 263 | $5.10K | 0.00% | +152+136.9% | Added |
| Accent Capital Management, LLC | 237 | $4.59K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 150 | $2.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 34 | $1.00K | 0.00% | +34 | New |
| GAMMA Investing LLC | 35 | $679 | 0.00% | +35 | New |
| FMR LLC | 3 | $58 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 1 | $19 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $19 | 0.00% | +1 | New |
| CWM, LLC | 16 | $0 | 0.00% | +16 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −60,691−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −125−100.0% | Sold out |