Institutional Ownership Finwise Bancorp (FINW)
This table provides information about the institutional ownership of Finwise Bancorp (FINW). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 3.65 Million shares, which have been reported (via 13F filing form) to have a value of $66.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
771,701
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
754,543
shares
|
$13.8 Million
0.08% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
487,323
shares
|
$8.88 Million
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
429,048
shares
|
$7.82 Million
0.01% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
204,145
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Siena Capital Partners Gp, LLC
|
Nov 12, 2025 Q3 2025 |
137,123
shares
|
$2.5 Million
1.36% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
111,055
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
88,189
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
85,424
shares
|
$1.56 Million
0.1% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
77,719
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
71,127
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$911,500
0.46% of portfolio
|
Q3 2025
Reduced 32.98%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
38,000
shares
|
$692,740
0.06% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
33,395
shares
|
$608,790
0.0% of portfolio
|
Q2 2024
Reduced 26.57%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
28,537
shares
|
$520,229
0.01% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
28,022
shares
|
$510,841
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
27,418
shares
|
$499,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
27,000
shares
|
$492,210
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
25,917
shares
|
$472,466
0.0% of portfolio
|
Q3 2025
Reduced 30.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
19,341
shares
|
$352,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
15,695
shares
|
$286,119
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
14,736
shares
|
$268,637
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
14,200
shares
|
$258,866
0.03% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,655
shares
|
$248,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
12,848
shares
|
$234,219
0.0% of portfolio
|
Q3 2025
Reduced 24.94%
|
|