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 2025
Institutional positions in Finwise Bancorp as of Dec 31, 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
- 60
- +5 vs. Q3 2025
- Shares held
- 4.00M
- −27.8K (−0.7%) vs. Q3 2025
- Total value
- $71.8M
- −$6.17M (−7.9%) vs. Q3 2025
- New holders
- 7
- 23 more added
- Sold out
- 2
- 15 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 767,406 | $13.8M | 0.00% | −4,295−0.6% | Reduced |
| Wasatch Advisors Inc | 602,116 | $10.8M | 0.06% | −152,427−20.2% | Reduced |
| BlackRock, Inc. | 517,808 | $9.29M | 0.00% | +110,103+27.0% | Added |
| Vanguard Group Inc | 502,455 | $9.01M | 0.00% | +15,132+3.1% | Added |
| US Bancorp | 439,048 | $7.88M | 0.01% | +10,000+2.3% | Added |
| Geode Capital Management, LLC | 206,561 | $3.71M | 0.00% | +2,416+1.2% | Added |
| Dimensional Fund Advisors LP | 110,643 | $1.98M | 0.00% | −412−0.4% | Reduced |
| Siena Capital Partners GP, LLC | 91,588 | $1.64M | 0.44% | −45,535−33.2% | Reduced |
| Bridgeway Capital Management, LLC | 88,889 | $1.59M | 0.03% | +700+0.8% | Added |
| State Street Corp | 86,148 | $1.55M | 0.00% | +8,429+10.8% | Added |
| Northern Trust Corp | 65,590 | $1.18M | 0.00% | −5,537−7.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 54,364 | $975.3K | 0.05% | −31,060−36.4% | Reduced |
| Militia Capital Partners, LP | 50,000 | $897.0K | 0.34% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 40,565 | $727.7K | 0.00% | +21,224+109.7% | Added |
| Smith, Moore & Co. | 38,000 | $681.7K | 0.05% | 00.0% | Unchanged |
| Empowered Funds, LLC | 28,537 | $512.0K | 0.01% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 28,022 | $502.7K | 0.12% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 27,418 | $491.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27,000 | $484.4K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 24,000 | $430.6K | 0.00% | −1,917−7.4% | Reduced |
| Bank of New York Mellon Corp | 20,417 | $366.3K | 0.00% | −335−1.6% | Reduced |
| Norden Group LLC | 16,921 | $303.6K | 0.03% | +2,721+19.2% | Added |
| Stephens Inc | 16,129 | $289.4K | 0.00% | +16,129 | New |
| Barclays PLC | 14,634 | $262.5K | 0.00% | +1,786+13.9% | Added |
| LPL Financial LLC | 12,655 | $227.0K | 0.00% | −1,000−7.3% | Reduced |
| Millennium Management LLC | 12,496 | $224.2K | 0.00% | +12,496 | New |
| Nuveen, LLC | 11,793 | $211.6K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,715 | $192.2K | 0.00% | +10,715 | New |
| Morgan Stanley | 10,653 | $191.1K | 0.00% | +3,343+45.7% | Added |
| Wells Fargo & Company | 10,283 | $184.5K | 0.00% | +4,163+68.0% | Added |
| Arcus Capital Partners, LLC | 10,174 | $182.5K | 0.07% | +10,174 | New |
| Deutsche Bank AG | 9,611 | $172.4K | 0.00% | +1,086+12.7% | Added |
| Rhumbline Advisers | 6,597 | $118.3K | 0.00% | −1,624−19.8% | Reduced |
| MetLife Investment Management | 6,140 | $110.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,915 | $106.1K | 0.00% | +3,389+134.2% | Added |
| New York State Common Retirement Fund | 4,400 | $78.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,345 | $77.9K | 0.00% | +246+6.0% | Added |
| JPMorgan Chase & Co | 3,786 | $67.9K | 0.00% | −356−8.6% | Reduced |
| Globeflex Capital L P | 3,401 | $61.0K | 0.01% | +101+3.1% | Added |
| BNP Paribas Arbitrage, SA | 2,979 | $53.4K | 0.00% | +89+3.1% | Added |
| UBS Group AG | 2,765 | $49.6K | 0.00% | −3,493−55.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,052 | $36.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 904 | $16.9K | 0.00% | +904 | New |
| Legal & General Group Plc | 933 | $16.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 925 | $16.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 765 | $13.7K | 0.00% | +14+1.9% | Added |
| Tower Research Capital LLC (TRC) | 646 | $11.6K | 0.00% | +81+14.3% | Added |
| California State Teachers Retirement System | 571 | $10.2K | 0.00% | +5+0.9% | Added |
| Royal Bank of Canada | 319 | $6.00K | 0.00% | +319 | New |
| Sterling Capital Management LLC | 285 | $5.11K | 0.00% | +22+8.4% | Added |
| Amalgamated Bank | 292 | $5.00K | 0.00% | −18−5.8% | Reduced |
| Accent Capital Management, LLC | 237 | $4.25K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 220 | $3.95K | 0.00% | −53−19.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 150 | $2.69K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 83 | $1.49K | 0.00% | +48+137.1% | Added |
| FMR LLC | 73 | $1.31K | 0.00% | +70+2,333.3% | Added |
| Transamerica Financial Advisors, Inc. | 68 | $1.22K | 0.00% | +68 | New |
| Essential Partners LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 27 | $0 | 0.00% | −7−20.6% | Reduced |
| CWM, LLC | 17 | $0 | 0.00% | +1+6.3% | Added |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −15,695−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |