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Bankwell Financial Group Ownership | Who Owns Bankwell Financial Group?

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Bankwell Financial Group Ownership Summary

Bankwell Financial Group is owned by 52.72% institutional investors, 15.57% insiders, and 31.70% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.38% 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

TypeName% Inst% Insiders% Retail
StockBankwell Financial Group52.72%15.57%31.70%
SectorFinancial Services Stocks 735.25%13.74%-648.99%
IndustryRegional Banks Stocks54.87%12.48%32.66%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de493.18K6.38%$28.97M
Blackrock433.11K5.65%$10.99M
Vanguard group366.79K4.72%$16.81M
Dimensional fund advisors lp329.75K4.27%$19.37M
Vanguard capital management277.40K3.59%$16.30M
Acadian asset management232.76K3.01%$13.67M
Geode capital management167.48K2.17%$9.84M
Pacific ridge capital partners166.71K2.16%$9.79M
American century companies158.20K2.05%$9.29M
State street146.18K1.89%$8.59M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pacific ridge capital partners166.71K1.78%$9.79M
Siena capital partners gp116.14K1.65%$6.82M
Banc funds90.42K0.88%$5.31M
Gm advisory group106.50K0.20%$5.17M
Hillsdale investment management111.00K0.15%$6.52M
Integrated quantitative investments15.24K0.15%$895.17K
Eam investors26.98K0.14%$1.59M
Bridge city capital9.13K0.12%$536.39K
Bridgeway capital management53.79K0.06%$3.16M
Sierra capital9.40K0.05%$552.34K

Top Buyers

HolderShares% AssetsChange
Wealthspire advisors87.54K0.03%87.54K
Acadian asset management232.76K0.02%68.08K
Aqr capital management108.96K0.00%57.99K
American century companies158.20K0.00%52.21K
Two sigma investments, lp118.42K0.01%33.35K

Top Sellers

HolderShares% AssetsChange
Fourthstone---177.32K
Jane street group---31.79K
Seacrest wealth management---25.12K
Millennium management---19.69K
Sei investments23.12K0.00%-18.22K

New Positions

HolderShares% AssetsChangeValue
Wealthspire advisors87.54K0.03%87.54K$5.14M
Northeast financial consultants21.90K0.03%21.90K$682.28K
Sixth street partners management company19.82K0.00%19.82K$1.16M
Cubist systematic strategies8.26K0.00%8.26K$365.47K
Xtx topco7.69K0.01%7.69K$451.79K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Wealth preservation advisors-2.00
Innealta capital-3.00
Capital performance advisors llp-13.00
Spire wealth management-20.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261276.72%4,072,6078.05%522.21%738.96%316.90%
Mar 31, 20261178.33%3,769,0944.27%482.25%664.76%293.57%
Dec 31, 202573-24.74%2,866,420-17.06%361.84%38-36.67%2116.67%
Sep 30, 20259319.23%3,333,4348.33%432.72%5758.33%18-25.00%
Jun 30, 2025825.13%3,155,7293.30%402.58%3723.33%26-7.14%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF201.81K2.55%-
Vanguard MStar Total Stk Mkt Idx Invest188.62K2.37%-
Vanguard Total Stock Mkt Idx Inv188.62K2.37%-8.50K
Vanguard Morn Total Stk Mkt Idx Investor188.62K2.37%-8.50K
iShares Russell 2000 ETF182.43K2.29%-3.26K
Pacific Ridge Capital Ptnrs Micro Cp Val144.58K1.81%-
Avantis US Small Cap Value ETF143.67K1.80%375.00
Vanguard Institutional Extnd Mkt Idx Tr82.92K1.04%301.00
CREF Total Global Stock Account R369.83K0.88%-
Fidelity Small Cap Index66.21K0.83%472.00

Recent Insider Transactions

DateNameRoleActivityValue
Aug 25, 2026SEIDMAN LAWRENCE B-Buy$17.08K
Aug 25, 2026SEIDMAN LAWRENCE B-Buy$17.28K
Aug 25, 2026SEIDMAN LAWRENCE B-Buy$65.49K
Aug 25, 2026SEIDMAN LAWRENCE B-Buy$14.45K
Aug 25, 2026SEIDMAN LAWRENCE B-Buy$43.63K

Insider Transactions Trends

DateBuySell
2026 Q3122
2026 Q2192
2026 Q15413
2025 Q461
2025 Q3247

BWFG Ownership FAQ

Who Owns Bankwell Financial Group?

Bankwell Financial Group shareholders are primarily institutional investors at 52.72%, followed by 15.57% insiders and 31.71% retail investors. The average institutional ownership in Bankwell Financial Group's industry, Regional Banks Stocks, is 54.87%, which Bankwell Financial Group falls below.

Who owns the most shares of Bankwell Financial Group?

Bankwell Financial Group’s largest shareholders are Blackrock funding, inc. /de (493.18K shares, 6.38%), Blackrock (433.11K shares, 5.65%), and Vanguard group (366.79K shares, 4.72%). Together, they hold 16.75% 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 1.78% of its assets in 166.71K Bankwell Financial Group shares, valued at 9.79M$.

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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