Institutional Ownership Bankwell Financial Group, Inc. (BWFG)
This table provides information about the institutional ownership of Bankwell Financial Group, Inc. (BWFG). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
433,109
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2024
Added 6.66%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
338,071
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
293,293
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
179,127
shares
|
$6.81 Million
1.53% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Fourthstone LLC
St Louis, MO |
May 13, 2025 Q1 2025 |
166,563
shares
|
$6.33 Million
2.32% of portfolio
|
Q1 2025
Added 57.75%
|
|
|
Banc Funds CO LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
159,377
shares
|
$6.06 Million
0.86% of portfolio
|
Q1 2025
Reduced 36.1%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
151,206
shares
|
$5.75 Million
0.0% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
142,348
shares
|
$5.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Siena Capital Partners Gp, LLC
|
May 15, 2025 Q1 2025 |
110,338
shares
|
$4.19 Million
1.7% of portfolio
|
Q2 2020
Reduced 16.84%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
109,800
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
104,477
shares
|
$3.97 Million
0.17% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
88,343
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
78,309
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
68,974
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
62,367
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
48,830
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
46,264
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
37,217
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
36,312
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Added 60.82%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
25,523
shares
|
$969,874
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
25,118
shares
|
$954,484
0.1% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
24,494
shares
|
$930,772
0.0% of portfolio
|
Q1 2025
Reduced 26.53%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
21,903
shares
|
$832,314
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
21,262
shares
|
$807,956
0.01% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
20,000
shares
|
$760,000
0.43% of portfolio
|
Q3 2022
New holding
|