Bankwell Financial Group Ownership | Who Owns Bankwell Financial Group?

Overview RevenueFinancials Chart Transcripts

Bankwell Financial Group Ownership Summary

Bankwell Financial Group is owned by 36.86% institutional investors, 15.46% insiders, and 47.69% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.20% 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	36.86%	15.46%	47.69%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.59%	12.71%	55.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	480.31K	6.20%	$23.30M
Blackrock	433.11K	5.65%	$10.99M
Vanguard group	366.79K	4.72%	$16.81M
Dimensional fund advisors lp	319.24K	4.12%	$15.49M
Pacific ridge capital partners	168.00K	2.17%	$8.15M
Acadian asset management	164.68K	2.12%	$7.98M
Geode capital management	156.22K	2.02%	$7.58M
State street	130.83K	1.69%	$6.35M
Siena capital partners gp	116.14K	1.50%	$5.64M
Renaissance	107.55K	1.39%	$5.22M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pacific ridge capital partners	168.00K	1.76%	$8.15M
Siena capital partners gp	116.14K	1.46%	$5.64M
Banc funds	96.42K	0.87%	$4.68M
Gm advisory group	106.50K	0.20%	$5.17M
Eam investors	28.09K	0.16%	$1.36M
Hillsdale investment management	105.90K	0.14%	$5.14M
Bridge city capital	10.01K	0.13%	$485.49K
Integrated quantitative investments	14.07K	0.12%	$682.68K
Bridgeway capital management	54.94K	0.05%	$2.67M
Sierra capital	9.37K	0.05%	$454.00K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	45.32K	0.00%	45.32K
American century companies	105.99K	0.00%	35.59K
Goldman sachs group	90.76K	0.00%	32.55K
Aqr capital management	50.97K	0.00%	30.49K
Alliancebernstein	27.26K	0.00%	27.26K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-177.32K
Jane street group	-	-	-31.79K
Citadel advisors	8.64K	0.00%	-26.06K
Seacrest wealth management	-	-	-25.12K
Colony group	-	-	-17.14K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	45.32K	0.00%	45.32K	$2.20M
Alliancebernstein	27.26K	0.00%	27.26K	$1.25M
Northeast financial consultants	21.90K	0.03%	21.90K	$682.28K
Martingale asset management l p	12.95K	0.02%	12.95K	$628.14K
Toroso investments	11.52K	0.00%	11.52K	$558.85K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Innealta capital	-3.00
Clearstead advisors	-8.00
Capital performance advisors llp	-13.00
Spire wealth management	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	73	-24.74%	2,866,420	-17.06%	36	1.84%	38	-36.67%	21	16.67%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	201.81K	2.55%	-
Vanguard Total Stock Mkt Idx Inv	197.12K	2.47%	-
iShares Russell 2000 ETF	169.98K	2.13%	1.41K
Pacific Ridge Capital Ptnrs Micro Cp Val	144.58K	1.81%	30.48K
Avantis US Small Cap Value ETF	103.28K	1.30%	-
Vanguard Institutional Extnd Mkt Idx Tr	79.08K	0.99%	860.00
Fidelity Small Cap Index	67.48K	0.85%	359.00
Adara Smaller Companies	65.62K	0.82%	-
CREF Total Global Stock Account R3	56.90K	0.71%	10.48K
Acuitas US Microcap Strategy	56.42K	0.71%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 13, 2026	SEIDMAN LAWRENCE B	-	Buy	$8.98K
May 13, 2026	SEIDMAN LAWRENCE B	-	Buy	$10.03K
May 13, 2026	SEIDMAN LAWRENCE B	-	Buy	$7.48K
May 13, 2026	SEIDMAN LAWRENCE B	-	Buy	$40.56K
May 13, 2026	SEIDMAN LAWRENCE B	-	Buy	$24.44K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	6	1
2026 Q1	54	13
2025 Q4	6	1
2025 Q3	24	7
2025 Q2	5	2

BWFG Ownership FAQ

Who Owns Bankwell Financial Group?

Bankwell Financial Group shareholders are primarily institutional investors at 36.86%, followed by 15.46% insiders and 47.68% retail investors. The average institutional ownership in Bankwell Financial Group's industry, Regional Banks Stocks, is 31.59%, 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 (480.3K shares, 6.20%), Blackrock (433.11K shares, 5.65%), and Vanguard group (366.79K shares, 4.72%). Together, they hold 16.57% 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 1.76% of its assets in 168K Bankwell Financial Group shares, valued at 8.15M$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools