FinWise Bancorp Ownership | Who Owns FinWise Bancorp?
FinWise Bancorp Ownership Summary
FinWise Bancorp is owned by 23.26% institutional investors, 30.37% insiders, and 46.38% retail investors. Alliancebernstein is the largest institutional shareholder, holding 6.04% of FINW shares. Wasatch Micro Cap Value is the top mutual fund, with 2.48% of its assets in FinWise Bancorp shares.
FINW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FinWise Bancorp | 23.26% | 30.37% | 46.38% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 771.70K | 6.04% | $14.96M |
| Wasatch advisors lp | 602.12K | 4.69% | $10.80M |
| Blackrock funding, inc. /de | 517.81K | 4.04% | $9.29M |
| Vanguard group | 502.45K | 3.92% | $9.01M |
| Us bancorp \de\ | 439.05K | 3.42% | $7.88M |
| Geode capital management | 206.56K | 1.61% | $3.71M |
| Susquehanna group, llp | 123.04K | 0.97% | $1.97M |
| Dimensional fund advisors lp | 110.64K | 0.86% | $1.98M |
| Siena capital partners gp | 91.59K | 0.71% | $1.64M |
| Bridgeway capital management | 88.19K | 0.69% | $1.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Militia capital partners, lp | 50.00K | 0.46% | $969.50K |
| Siena capital partners gp | 91.59K | 0.44% | $1.64M |
| Tempus wealth planning | 28.02K | 0.12% | $502.71K |
| Wasatch advisors lp | 602.12K | 0.06% | $10.80M |
| Smith, moore | 38.00K | 0.05% | $681.72K |
| Emerald mutual fund advisers trust | 54.36K | 0.05% | $975.29K |
| Bridgeway capital management | 88.19K | 0.04% | $1.71M |
| Norden group | 16.92K | 0.03% | $303.56K |
| Globeflex capital l p | 3.40K | 0.01% | $61.01K |
| Us bancorp \de\ | 439.05K | 0.01% | $7.88M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 517.81K | 0.00% | 110.10K |
| Susquehanna group, llp | 123.04K | 0.00% | 74.82K |
| Millennium management | 42.51K | 0.00% | 42.51K |
| Goldman sachs group | 40.56K | 0.00% | 21.22K |
| Citadel advisors | 20.29K | - | 20.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -268.74K |
| Wasatch advisors lp | 602.12K | 0.06% | -152.43K |
| Siena capital partners gp | 91.59K | 0.44% | -45.53K |
| Jane street group | - | - | -33.20K |
| Emerald mutual fund advisers trust | 54.36K | 0.05% | -31.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 20.29K | - | 20.29K | $207.14K |
| Stephens inc /ar/ | 16.13K | 0.00% | 16.13K | $289.35K |
| Los angeles capital management | 904.00 | 0.00% | 904.00 | $16.87K |
| Russell investments group | 751.00 | - | 751.00 | $14.56K |
| Tower research capital llc (trc) | 565.00 | 0.00% | 565.00 | $10.96K |
Sold Out
| Holder | Change |
|---|---|
| Srs capital advisors | -1.00 |
| Covestor | -34.00 |
| Royal bank of canada | -125.00 |
| Point72 (difc) | -151.00 |
| Advisor group | -668.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 41 | -21.15% | 2,983,199 | -25.96% | 23 | 2.34% | 18 | -18.18% | 12 | -20.00% |
| Sep 30, 2025 | 51 | 10.87% | 4,028,922 | 0.66% | 31 | 3.21% | 22 | -35.29% | 15 | 200.00% |
| Jun 30, 2025 | 46 | 15.00% | 4,002,586 | 7.49% | 31 | 3.65% | 34 | 30.77% | 5 | -28.57% |
| Mar 31, 2025 | 39 | 8.33% | 3,673,792 | 6.50% | 28 | 3.89% | 25 | 8.70% | 7 | 133.33% |
| Dec 31, 2024 | 36 | 16.13% | 3,449,528 | 4.71% | 27 | 4.02% | 23 | 76.92% | 3 | -57.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Wasatch Micro Cap Value | 338.46K | 2.48% | - |
| Wasatch Micro Cap Value Composite | 338.46K | 2.48% | - |
| Vanguard Total Stock Mkt Idx Inv | 281.40K | 2.06% | 5.61K |
| iShares Russell 2000 ETF | 178.31K | 1.31% | 178.31K |
| Vanguard Institutional Extnd Mkt Idx Tr | 97.68K | 0.72% | - |
| Fidelity Small Cap Index | 89.29K | 0.65% | -106.00 |
| Emerald Finance & Bking Innovt Fd A | 54.36K | 0.40% | - |
| Fidelity Extended Market Index | 46.27K | 0.34% | 235.00 |
| iShares Russell 2000 Growth ETF | 44.91K | 0.33% | 44.91K |
| Vanguard Russell 2000 ETF | 44.29K | 0.32% | -1.54K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 31, 2025 | Reynolds Howard I | - | Buy | $43.53K |
| Nov 03, 2025 | Keil Robert | See Remarks | Sell | $29.22K |
| Sep 05, 2025 | Giordano James N | - | Buy | $48.30K |
| Mar 05, 2024 | Keil Robert | EVP Chief FinTech Officer | Buy | $7.98K |
| Feb 22, 2024 | Keil Robert | EVP Chief FinTech Officer | Buy | $9.55K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | 1 |
| 2025 Q3 | 1 | - |
| 2025 Q2 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
FINW Ownership FAQ
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