Institutional Ownership Finwise Bancorp (FINW)
This table provides information about the institutional ownership of Finwise Bancorp (FINW). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 3.69 Million shares, which have been reported (via 13F filing form) to have a value of $71.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
767,341
shares
|
$14.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
704,109
shares
|
$13.6 Million
0.06% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
485,584
shares
|
$9.41 Million
0.0% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
429,048
shares
|
$8.31 Million
0.01% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
204,323
shares
|
$3.96 Million
0.0% of portfolio
|
Q2 2025
Added 109.26%
|
|
|
Siena Capital Partners Gp, LLC
|
Jul 30, 2025 Q2 2025 |
137,123
shares
|
$2.66 Million
1.03% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
111,496
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
92,706
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Aug 04, 2025 Q2 2025 |
85,424
shares
|
$1.66 Million
0.09% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
74,601
shares
|
$1.45 Million
0.52% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
71,878
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 308.05%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
67,963
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 274.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
60,691
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.28%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
40,000
shares
|
$775,200
0.05% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
37,500
shares
|
$726,750
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
33,395
shares
|
$647,195
0.0% of portfolio
|
Q2 2024
Reduced 26.57%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
28,022
shares
|
$543,066
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
27,418
shares
|
$531,360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
27,000
shares
|
$523,260
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
26,506
shares
|
$513,686
0.0% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
24,337
shares
|
$471,651
0.0% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
17,118
shares
|
$331,746
0.0% of portfolio
|
Q2 2025
Added 186.88%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
16,000
shares
|
$310,080
0.17% of portfolio
|
Q2 2025
Reduced 65.22%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
15,568
shares
|
$301,707
0.0% of portfolio
|
Q2 2025
Added 273.51%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
14,736
shares
|
$285,583
0.0% of portfolio
|
Q2 2023
New holding
|