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Livermore
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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 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.

Institutional holdersQ4 2025: 60 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 2025: $71.8M
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 2025

Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q3 2025.

Institutions holding FINW in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd27$00.00%−7−20.6%Reduced
CWM, LLC17$00.00%+1+6.3%Added
Essential Partners LLC1$180.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.68$1.22K0.00%+68New
FMR LLC73$1.31K0.00%+70+2,333.3%Added
GAMMA Investing LLC83$1.49K0.00%+48+137.1%Added
Vermillion & White Wealth Management Group, LLC150$2.69K0.00%00.0%Unchanged
Citigroup Inc220$3.95K0.00%−53−19.4%Reduced
Accent Capital Management, LLC237$4.25K0.00%00.0%Unchanged
Amalgamated Bank292$5.00K0.00%−18−5.8%Reduced
Sterling Capital Management LLC285$5.11K0.00%+22+8.4%Added
Royal Bank of Canada319$6.00K0.00%+319New
California State Teachers Retirement System571$10.2K0.00%+5+0.9%Added
Tower Research Capital LLC (TRC)646$11.6K0.00%+81+14.3%Added
Russell Investments Group, Ltd.765$13.7K0.00%+14+1.9%Added
Ameritas Investment Partners, Inc.925$16.6K0.00%00.0%Unchanged
Legal & General Group Plc933$16.7K0.00%00.0%Unchanged
Los Angeles Capital Management LLC904$16.9K0.00%+904New
Police & Firemen's Retirement System of New Jersey2,052$36.8K0.00%00.0%Unchanged
UBS Group AG2,765$49.6K0.00%−3,493−55.8%Reduced
BNP Paribas Arbitrage, SA2,979$53.4K0.00%+89+3.1%Added
Globeflex Capital L P3,401$61.0K0.01%+101+3.1%Added
JPMorgan Chase & Co3,786$67.9K0.00%−356−8.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.4,345$77.9K0.00%+246+6.0%Added
New York State Common Retirement Fund4,400$78.9K0.00%00.0%Unchanged
Bank of America Corp5,915$106.1K0.00%+3,389+134.2%Added
MetLife Investment Management6,140$110.2K0.00%00.0%Unchanged
Rhumbline Advisers6,597$118.3K0.00%−1,624−19.8%Reduced
Deutsche Bank AG9,611$172.4K0.00%+1,086+12.7%Added
Arcus Capital Partners, LLC10,174$182.5K0.07%+10,174New
Wells Fargo & Company10,283$184.5K0.00%+4,163+68.0%Added
Morgan Stanley10,653$191.1K0.00%+3,343+45.7%Added
EP Wealth Advisors, LLC10,715$192.2K0.00%+10,715New
Nuveen, LLC11,793$211.6K0.00%00.0%Unchanged
Millennium Management LLC12,496$224.2K0.00%+12,496New
LPL Financial LLC12,655$227.0K0.00%−1,000−7.3%Reduced
Barclays PLC14,634$262.5K0.00%+1,786+13.9%Added
Stephens Inc16,129$289.4K0.00%+16,129New
Norden Group LLC16,921$303.6K0.03%+2,721+19.2%Added
Bank of New York Mellon Corp20,417$366.3K0.00%−335−1.6%Reduced
Renaissance Technologies LLC24,000$430.6K0.00%−1,917−7.4%Reduced
Global Retirement Partners, LLC27,000$484.4K0.01%00.0%Unchanged
Charles Schwab Investment Management Inc27,418$491.9K0.00%00.0%Unchanged
Tempus Wealth Planning, LLC28,022$502.7K0.12%00.0%Unchanged
Empowered Funds, LLC28,537$512.0K0.01%00.0%Unchanged
Smith, Moore & Co.38,000$681.7K0.05%00.0%Unchanged
Goldman Sachs Group Inc40,565$727.7K0.00%+21,224+109.7%Added
Militia Capital Partners, LP50,000$897.0K0.34%00.0%Unchanged
Emerald Mutual Fund Advisers Trust54,364$975.3K0.05%−31,060−36.4%Reduced
Northern Trust Corp65,590$1.18M0.00%−5,537−7.8%Reduced
State Street Corp86,148$1.55M0.00%+8,429+10.8%Added
Bridgeway Capital Management, LLC88,889$1.59M0.03%+700+0.8%Added
Siena Capital Partners GP, LLC91,588$1.64M0.44%−45,535−33.2%Reduced
Dimensional Fund Advisors LP110,643$1.98M0.00%−412−0.4%Reduced
Geode Capital Management, LLC206,561$3.71M0.00%+2,416+1.2%Added
US Bancorp439,048$7.88M0.01%+10,000+2.3%Added
Vanguard Group Inc502,455$9.01M0.00%+15,132+3.1%Added
BlackRock, Inc.517,808$9.29M0.00%+110,103+27.0%Added
Wasatch Advisors Inc602,116$10.8M0.06%−152,427−20.2%Reduced
Alliancebernstein L.P.767,406$13.8M0.00%−4,295−0.6%Reduced
Summit Wealth Group LLC0$00.00%−15,695−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−1−100.0%Sold out