Bankwell Financial Group Ownership | Who Owns Bankwell Financial Group?
Bankwell Financial Group Ownership Summary
Bankwell Financial Group is owned by 39.79% institutional investors, 11.69% insiders, and 48.52% retail investors. Blackrock is the largest institutional shareholder, holding 5.65% of BWFG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.56% of its assets in Bankwell Financial Group shares.
BWFG Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Bankwell Financial Group | 39.79% | 11.69% | 48.52% |
Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
Industry | Regional Banks Stocks | 38.01% | 12.17% | 49.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 433.11K | 5.65% | $10.99M |
Blackrock funding, inc. /de | 429.33K | 5.57% | $13.37M |
Vanguard group | 338.51K | 4.39% | $10.54M |
Dimensional fund advisors lp | 288.87K | 3.74% | $9.00M |
Banc funds | 249.42K | 3.23% | $7.77M |
Pacific ridge capital partners | 174.58K | 2.26% | $5.44M |
Renaissance | 150.25K | 1.95% | $4.68M |
Geode capital management | 148.03K | 1.92% | $4.61M |
Lsv asset management | 115.70K | 1.50% | $3.60M |
Siena capital partners gp | 110.34K | 1.43% | $3.44M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Pacific ridge capital partners | 174.58K | 1.25% | $5.44M |
Siena capital partners gp | 110.34K | 0.95% | $3.44M |
Banc funds | 249.42K | 0.86% | $7.77M |
Fourthstone | 105.58K | 0.64% | $3.29M |
Gm advisory group | 90.36K | 0.16% | $2.81M |
Bridge city capital | 13.58K | 0.11% | $422.92K |
Seacrest wealth management | 20.04K | 0.07% | $624.28K |
Bridgeway capital management | 54.77K | 0.04% | $1.71M |
Sierra capital | 9.08K | 0.03% | $283.00K |
Summit trail advisors | 25.82K | 0.03% | $804.39K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fourthstone | 105.58K | 0.64% | 79.67K |
Pacific ridge capital partners | 174.58K | 1.25% | 40.46K |
Blackrock | 433.11K | 0.00% | 27.02K |
Goldman sachs group | 51.50K | 0.00% | 23.76K |
Northeast financial consultants | 21.90K | 0.03% | 21.90K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Banc funds | 249.42K | 0.86% | -33.20K |
Carl p. sherr | - | - | -8.00K |
Two sigma investments, lp | - | - | -7.92K |
Lsv asset management | 115.70K | 0.01% | -7.35K |
Renaissance | 150.25K | 0.01% | -7.25K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Northeast financial consultants | 21.90K | 0.03% | 21.90K | $682.28K |
Seacrest wealth management | 20.04K | 0.07% | 20.04K | $624.28K |
Mackenzie financial | 9.02K | 0.00% | 9.02K | $223.79K |
Deutsche bank ag\ | 3.33K | - | 3.33K | $103.73K |
Pnc financial services group | 42.00 | - | 42.00 | $1.07K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -1.00 |
Innealta capital | -3.00 |
Capital performance advisors llp | -13.00 |
Advisor group | -30.00 |
Picton mahoney asset management | -65.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2024 | 65 | 1.56% | 2,742,801 | 0.90% | 35 | 2.80% | 35 | 59.09% | 19 | -17.39% |
Mar 31, 2024 | 64 | -9.86% | 2,718,235 | -4.25% | 35 | 2.56% | 22 | -38.89% | 23 | 53.33% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 201.81K | 2.56% | - |
Vanguard US Total Market Shares ETF | 201.81K | 2.55% | - |
iShares Russell 2000 ETF | 188.56K | 2.39% | - |
Pacific Ridge Capital Ptnrs Micro Cp Val | 114.10K | 1.45% | -6.70K |
Vanguard Institutional Extnd Mkt Idx Tr | 93.25K | 1.18% | 2.26K |
Adara Smaller Companies | 71.52K | 0.91% | - |
Fidelity Small Cap Index | 63.47K | 0.81% | - |
iShares Russell 2000 Value ETF | 60.07K | 0.76% | - |
DFA US Targeted Value I | 43.19K | 0.55% | 361.00 |
Kennedy Bank Sector | 36.31K | 0.46% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jul 01, 2025 | Hildebrand Ryan Jason | Chief Innovation Officer | Sell | $47.25K |
Jul 01, 2025 | Chivily Christine | EVP & Chief Credit Officer | Sell | $14.23K |
Jun 11, 2025 | Hildebrand Ryan Jason | Chief Innovation Officer | Sell | $66.90K |
Jun 06, 2025 | Porto Carl M | - | Buy | $22.86K |
Jun 06, 2025 | Dale Eric J | - | Buy | $37.42K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 2 |
2025 Q2 | 5 | 2 |
2025 Q1 | 10 | 10 |
2024 Q4 | 23 | 1 |
2024 Q3 | 34 | 5 |
BWFG Ownership FAQ
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