Bankwell Financial Group Ownership | Who Owns Bankwell Financial Group?

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Bankwell Financial Group Ownership Summary

Bankwell Financial Group is owned by 40.86% institutional investors, 11.40% insiders, and 47.75% retail investors. Blackrock is the largest institutional shareholder, holding 5.65% 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	40.86%	11.40%	47.75%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	54.08%	12.36%	33.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	433.11K	5.65%	$10.99M
Blackrock funding, inc. /de	417.79K	5.41%	$15.05M
Vanguard group	338.51K	4.39%	$10.54M
Dimensional fund advisors lp	288.87K	3.74%	$9.00M
Pacific ridge capital partners	176.63K	2.29%	$6.36M
Renaissance	150.25K	1.95%	$4.68M
Geode capital management	148.03K	1.92%	$4.61M
Banc funds	126.38K	1.64%	$4.55M
Siena capital partners gp	110.34K	1.43%	$3.44M
Lsv asset management	106.19K	1.37%	$3.83M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pacific ridge capital partners	176.63K	1.52%	$6.36M
Siena capital partners gp	110.34K	0.95%	$3.44M
Banc funds	126.38K	0.69%	$4.55M
Fourthstone	105.58K	0.64%	$3.29M
Gm advisory group	105.07K	0.19%	$3.79M
Bridge city capital	12.81K	0.13%	$461.51K
Seacrest wealth management	25.12K	0.10%	$905.00K
Sierra capital	9.24K	0.04%	$333.00K
Bridgeway capital management	54.77K	0.04%	$1.71M
Kennedy capital management	36.31K	0.03%	$1.31M

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	105.58K	0.64%	79.67K
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
Jpmorgan chase	23.59K	0.00%	11.95K

Top Sellers

Holder	Shares	% Assets	Change
Banc funds	126.38K	0.69%	-33.00K
Carl p. sherr	-	-	-8.00K
Two sigma investments, lp	-	-	-7.92K
Renaissance	150.25K	0.01%	-7.25K
Mackenzie financial	-	-	-6.77K

New Positions

Holder	Shares	% Assets	Change	Value
Northeast financial consultants	21.90K	0.03%	21.90K	$682.28K
Deutsche bank ag\	3.33K	-	3.33K	$103.73K
Raymond james financial	1.74K	-	1.74K	$62.69K
Pnc financial services group	42.00	-	42.00	$1.07K
Allworth financial lp	10.00	-	10.00	$361.00

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
Advisor group	-30.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	65	1.56%	2,742,801	0.90%	35	2.80%	35	59.09%	19	-17.39%

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	173.90K	2.21%	-3.25K
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	64.06K	0.81%	371.00
iShares Russell 2000 Value ETF	56.96K	0.72%	42.00
DFA US Targeted Value I	44.66K	0.57%	1.48K
Kennedy Bank Sector	36.31K	0.46%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 04, 2025	Hildebrand Ryan Jason	Chief Innovation Officer	Sell	$81.40K
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	3
2025 Q2	5	2
2025 Q1	10	10
2024 Q4	23	1
2024 Q3	34	5

BWFG Ownership FAQ

Who Owns Bankwell Financial Group?

Bankwell Financial Group shareholders are primarily institutional investors at 40.86%, followed by 11.40% insiders and 47.74% retail investors. The average institutional ownership in Bankwell Financial Group's industry, Regional Banks Stocks, is 54.08%, which Bankwell Financial Group falls below.

Who owns the most shares of Bankwell Financial Group?

Bankwell Financial Group’s largest shareholders are Blackrock (433.11K shares, 5.65%), Blackrock funding, inc. /de (417.79K shares, 5.41%), and Vanguard group (338.51K shares, 4.39%). Together, they hold 15.45% 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 1.52% of its assets in 176.62K Bankwell Financial Group shares, valued at 6.36M$.

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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