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 74 institutions that hold shares in the stock, with a total of 3.1 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$14.6 Million
0.0% of portfolio
|
Q2 2024
Added 6.66%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
338,071
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
288,871
shares
|
$9.76 Million
0.0% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
249,423
shares
|
$8.43 Million
1.16% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
179,127
shares
|
$6.05 Million
1.53% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
150,248
shares
|
$5.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
148,035
shares
|
$5 Million
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Siena Capital Partners Gp, LLC
|
Feb 12, 2025 Q4 2024 |
110,338
shares
|
$3.73 Million
1.58% of portfolio
|
Q2 2020
Reduced 16.84%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
109,800
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Fourthstone LLC
St Louis, MO |
Feb 13, 2025 Q4 2024 |
105,585
shares
|
$3.57 Million
1.04% of portfolio
|
Q4 2024
Added 307.48%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
90,358
shares
|
$3.05 Million
0.16% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
85,975
shares
|
$2.9 Million
0.01% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
78,167
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
70,650
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
62,367
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
54,765
shares
|
$1.85 Million
0.04% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
48,830
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
37,375
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
36,312
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Added 60.82%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
33,341
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
25,523
shares
|
$862,166
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
25,118
shares
|
$848,486
0.09% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
23,590
shares
|
$796,870
0.0% of portfolio
|
Q4 2024
Added 102.7%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
21,903
shares
|
$739,883
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
21,829
shares
|
$737,383
0.0% of portfolio
|
Q4 2024
Added 5.04%
|