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, Q1 2026
Institutional positions in Finwise Bancorp as of Mar 31, 2026. 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
- 56
- −1 vs. Q4 2025
- Shares held
- 3.85M
- +425.0K (+12.4%) vs. Q4 2025
- Total value
- $62.7M
- +$1.29M (+2.1%) vs. Q4 2025
- New holders
- 7
- 19 more added
- Sold out
- 8
- 18 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 799,876 | $14.3M | 0.00% | +32,470+4.2% | Added |
| Wasatch Advisors Inc | 602,116 | $9.55M | 0.06% | 00.0% | Unchanged |
| US Bancorp | 469,048 | $7.44M | 0.01% | +30,000+6.8% | Added |
| BlackRock, Inc. | 456,238 | $7.24M | 0.00% | −61,570−11.9% | Reduced |
| Vanguard Capital Management LLC | 390,853 | $6.20M | 0.00% | +390,853 | New |
| Geode Capital Management, LLC | 199,970 | $3.17M | 0.00% | −6,591−3.2% | Reduced |
| Dimensional Fund Advisors LP | 113,484 | $1.80M | 0.00% | +2,841+2.6% | Added |
| State Street Corp | 87,808 | $1.39M | 0.00% | +1,660+1.9% | Added |
| Bridgeway Capital Management, LLC | 83,889 | $1.33M | 0.03% | −5,000−5.6% | Reduced |
| Northern Trust Corp | 67,878 | $1.08M | 0.00% | +2,288+3.5% | Added |
| Vanguard Fiduciary Trust Co | 59,100 | $937.3K | 0.00% | +59,100 | New |
| Vanguard Portfolio Management LLC | 54,563 | $865.4K | 0.00% | +54,563 | New |
| Emerald Mutual Fund Advisers Trust | 54,364 | $862.2K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 38,000 | $602.7K | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 37,243 | $590.7K | 0.00% | −3,322−8.2% | Reduced |
| Militia Capital Management LLC | 31,419 | $498.3K | 0.11% | +31,419 | New |
| Renaissance Technologies LLC | 28,026 | $444.5K | 0.00% | +4,026+16.8% | Added |
| Tempus Wealth Planning, LLC | 28,022 | $444.4K | 0.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 24,649 | $390.9K | 0.00% | −2,769−10.1% | Reduced |
| EP Wealth Advisors, LLC | 23,799 | $377.5K | 0.00% | +13,084+122.1% | Added |
| Empowered Funds, LLC | 23,537 | $373.3K | 0.00% | −5,000−17.5% | Reduced |
| Bank of New York Mellon Corp | 19,273 | $305.7K | 0.00% | −1,144−5.6% | Reduced |
| Norden Group LLC | 16,921 | $268.4K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 16,129 | $255.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 15,115 | $239.7K | 0.00% | +2,460+19.4% | Added |
| Globeflex Capital L P | 13,337 | $211.5K | 0.03% | +9,936+292.1% | Added |
| Arcus Capital Partners, LLC | 13,074 | $207.4K | 0.07% | +2,900+28.5% | Added |
| Deutsche Bank AG | 11,831 | $187.6K | 0.00% | +2,220+23.1% | Added |
| Nuveen, LLC | 11,793 | $187.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,093 | $112.5K | 0.00% | +6,189+684.6% | Added |
| Rhumbline Advisers | 6,495 | $103.0K | 0.00% | −102−1.5% | Reduced |
| Barclays PLC | 5,078 | $80.5K | 0.00% | −9,556−65.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,447 | $70.5K | 0.00% | +102+2.3% | Added |
| New York State Common Retirement Fund | 4,400 | $69.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,152 | $65.9K | 0.00% | +4,152 | New |
| Morgan Stanley | 4,117 | $65.3K | 0.00% | −6,536−61.4% | Reduced |
| JPMorgan Chase & Co | 3,845 | $61.1K | 0.00% | +59+1.6% | Added |
| Wells Fargo & Company | 3,434 | $54.5K | 0.00% | −6,849−66.6% | Reduced |
| BNP Paribas Arbitrage, SA | 2,539 | $40.3K | 0.00% | −440−14.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,531 | $40.1K | 0.00% | +1,885+291.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,052 | $32.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,534 | $24.3K | 0.00% | −1,231−44.5% | Reduced |
| Ameritas Investment Partners, Inc. | 925 | $14.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 820 | $13.0K | 0.00% | −113−12.1% | Reduced |
| Russell Investments Group, Ltd. | 765 | $12.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 627 | $9.95K | 0.00% | +407+185.0% | Added |
| California State Teachers Retirement System | 504 | $7.99K | 0.00% | −67−11.7% | Reduced |
| Sterling Capital Management LLC | 158 | $2.51K | 0.00% | −127−44.6% | Reduced |
| GAMMA Investing LLC | 85 | $1.35K | 0.00% | +2+2.4% | Added |
| Royal Bank of Canada | 38 | $1.00K | 0.00% | −281−88.1% | Reduced |
| Covestor Ltd | 32 | $1.00K | 0.00% | +5+18.5% | Added |
| CWM, LLC | 37 | $587 | 0.00% | +20+117.6% | Added |
| FMR LLC | 12 | $190 | 0.00% | −61−83.6% | Reduced |
| Allworth Financial LP | 2 | $32 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 2 | $32 | 0.00% | +2 | New |
| Essential Partners LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Siena Capital Partners GP, LLC | 0 | $0 | 0.00% | −91,588−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −12,496−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −5,915−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Militia Capital Partners, LP | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |