Bankwell Financial Group Ownership | Who Owns Bankwell Financial Group?

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Bankwell Financial Group Ownership Summary

Bankwell Financial Group is owned by 43.16% institutional investors, 9.98% insiders, and 46.87% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.02% of BWFG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.55% of its assets in Bankwell Financial Group shares.

BWFG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bankwell Financial Group	43.16%	9.98%	46.87%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	39.22%	12.54%	48.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	464.76K	6.02%	$20.57M
Blackrock	433.11K	5.65%	$10.99M
Vanguard group	366.96K	4.75%	$16.24M
Dimensional fund advisors lp	313.19K	4.05%	$13.86M
Fourthstone	177.32K	2.30%	$7.85M
Pacific ridge capital partners	172.54K	2.23%	$7.63M
Geode capital management	160.40K	2.08%	$7.10M
Renaissance	118.35K	1.53%	$5.24M
Siena capital partners gp	116.14K	1.50%	$5.14M
Acadian asset management	111.24K	1.44%	$4.92M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pacific ridge capital partners	172.54K	1.68%	$7.63M
Siena capital partners gp	116.14K	1.47%	$5.14M
Fourthstone	177.32K	1.41%	$7.85M
Banc funds	108.42K	0.84%	$4.80M
Gm advisory group	105.07K	0.19%	$3.79M
Bridge city capital	12.81K	0.15%	$566.80K
Eam investors	28.09K	0.14%	$1.24M
Hillsdale investment management	96.72K	0.13%	$4.28M
Bridgeway capital management	49.79K	0.05%	$2.20M
Sierra capital	9.29K	0.05%	$411.00K

Top Buyers

Holder	Shares	% Assets	Change
Hillsdale investment management	96.72K	0.13%	96.72K
Blackrock funding, inc. /de	464.76K	0.00%	46.97K
Marshall wace, llp	37.16K	0.00%	37.16K
State street	109.57K	0.00%	29.32K
Eam investors	28.09K	0.14%	28.09K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	177.32K	1.41%	-89.54K
Seacrest wealth management	-	-	-25.12K
Lsv asset management	85.20K	0.01%	-20.99K
Banc funds	108.42K	0.84%	-17.95K
Renaissance	118.35K	0.01%	-13.20K

New Positions

Holder	Shares	% Assets	Change	Value
Hillsdale investment management	96.72K	0.13%	96.72K	$4.28M
Marshall wace, llp	37.16K	0.00%	37.16K	$1.64M
Eam investors	28.09K	0.14%	28.09K	$1.24M
Northeast financial consultants	21.90K	0.03%	21.90K	$682.28K
Ci private wealth	21.90K	0.00%	21.90K	$969.21K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Innealta capital	-3.00
Capital performance advisors llp	-13.00
Covestor	-25.00
Picton mahoney asset management	-65.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	93	19.23%	3,333,434	8.33%	43	2.72%	57	58.33%	18	-25.00%
Jun 30, 2025	82	5.13%	3,155,729	3.30%	40	2.58%	37	23.33%	26	-7.14%
Mar 31, 2025	77	10.00%	3,052,253	1.06%	39	2.60%	31	-13.89%	28	115.38%
Dec 31, 2024	30	-56.52%	1,199,663	-57.62%	15	1.16%	14	-58.82%	3	-76.92%
Sep 30, 2024	69	4.55%	2,830,813	3.21%	36	2.86%	34	-2.86%	13	-35.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	201.81K	2.55%	-
Vanguard Total Stock Mkt Idx Inv	197.46K	2.51%	-4.35K
iShares Russell 2000 ETF	177.65K	2.26%	-
Pacific Ridge Capital Ptnrs Micro Cp Val	114.10K	1.45%	-6.70K
Vanguard Institutional Extnd Mkt Idx Tr	75.47K	0.96%	-22.67K
Adara Smaller Companies	71.52K	0.91%	-
Fidelity Small Cap Index	69.90K	0.89%	5.83K
iShares Russell 2000 Value ETF	57.30K	0.73%	-
DFA US Targeted Value I	44.66K	0.57%	-
Kennedy Bank Sector	36.31K	0.46%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 05, 2025	Drexler Blake S	-	Buy	$8.48K
Dec 05, 2025	Dunne Jeffrey R	-	Buy	$17.29K
Dec 05, 2025	Porto Carl M	-	Buy	$22.39K
Dec 05, 2025	Dale Eric J	-	Buy	$35.54K
Dec 08, 2025	SEIDMAN LAWRENCE B	-	Buy	$3.60K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	6	1
2025 Q3	24	7
2025 Q2	5	2
2025 Q1	10	10
2024 Q4	23	1

BWFG Ownership FAQ

Who Owns Bankwell Financial Group?

Bankwell Financial Group shareholders are primarily institutional investors at 43.16%, followed by 9.98% insiders and 46.86% retail investors. The average institutional ownership in Bankwell Financial Group's industry, Regional Banks Stocks, is 39.22%, which Bankwell Financial Group exceeds.

Who owns the most shares of Bankwell Financial Group?

Bankwell Financial Group’s largest shareholders are Blackrock funding, inc. /de (464.76K shares, 6.02%), Blackrock (433.11K shares, 5.65%), and Vanguard group (366.96K shares, 4.75%). Together, they hold 16.42% of Bankwell Financial Group’s total shares outstanding.

Does Blackrock own Bankwell Financial Group?

Yes, BlackRock owns 5.65% of Bankwell Financial Group, totaling 433.11K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 10.99M$. In the last quarter, BlackRock increased its holdings by 27.02K shares, a 6.66% change.

Who is Bankwell Financial Group’s biggest shareholder by percentage of total assets invested?

Pacific ridge capital partners is Bankwell Financial Group’s biggest shareholder by percentage of total assets invested, with 1.68% of its assets in 172.54K Bankwell Financial Group shares, valued at 7.63M$.

Who is the top mutual fund holder of Bankwell Financial Group shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Bankwell Financial Group shares, with 2.55% of its total shares outstanding invested in 201.81K Bankwell Financial Group shares.

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