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