FinWise Bancorp Ownership | Who Owns FinWise Bancorp?
FinWise Bancorp Ownership Summary
FinWise Bancorp is owned by 31.52% institutional investors, 30.52% insiders, and 37.95% retail investors. Alliancebernstein is the largest institutional shareholder, holding 6.04% of FINW shares. Wasatch Micro Cap Value Composite is the top mutual fund, with 2.39% of its assets in FinWise Bancorp shares.
FINW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FinWise Bancorp | 31.52% | 30.52% | 37.95% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 771.70K | 6.04% | $14.96M |
| Wasatch advisors lp | 754.54K | 5.90% | $14.63M |
| Vanguard group | 487.32K | 3.81% | $9.45M |
| Us bancorp \de\ | 429.05K | 3.36% | $8.32M |
| Blackrock funding, inc. /de | 407.70K | 3.19% | $7.91M |
| Geode capital management | 204.15K | 1.60% | $3.96M |
| Siena capital partners gp | 137.12K | 1.07% | $2.66M |
| Susquehanna group, llp | 123.04K | 0.97% | $1.97M |
| Dimensional fund advisors lp | 111.06K | 0.87% | $2.15M |
| Bridgeway capital management | 88.19K | 0.69% | $1.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Siena capital partners gp | 137.12K | 0.76% | $2.66M |
| Militia capital partners, lp | 50.00K | 0.46% | $969.50K |
| Tempus wealth planning | 28.02K | 0.12% | $543.35K |
| Emerald mutual fund advisers trust | 85.42K | 0.09% | $1.66M |
| Wasatch advisors lp | 754.54K | 0.08% | $14.63M |
| Smith, moore | 38.00K | 0.06% | $736.82K |
| Summit wealth group llc / | 15.70K | 0.05% | $135.60K |
| Bridgeway capital management | 88.19K | 0.04% | $1.71M |
| Norden group | 14.20K | 0.03% | $275.34K |
| Global retirement partners | 27.00K | 0.01% | $523.53K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 123.04K | 0.00% | 74.82K |
| Blackrock funding, inc. /de | 407.70K | 0.00% | 66.84K |
| Wasatch advisors lp | 754.54K | 0.08% | 50.43K |
| Millennium management | 42.51K | 0.00% | 42.51K |
| Citadel advisors | 20.29K | - | 20.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -268.74K |
| Jane street group | - | - | -33.20K |
| Militia capital partners, lp | 50.00K | 0.46% | -24.60K |
| Qube research | - | - | -19.82K |
| 683 capital management | - | - | -19.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 20.29K | - | 20.29K | $207.14K |
| Summit wealth group llc / | 15.70K | 0.05% | 15.70K | $135.60K |
| Lpl financial | 13.65K | 0.00% | 13.65K | $264.77K |
| Deutsche bank ag\ | 8.53K | 0.00% | 8.53K | $165.30K |
| Russell investments group | 751.00 | - | 751.00 | $14.56K |
Sold Out
| Holder | Change |
|---|---|
| Royal bank of canada | -125.00 |
| Point72 (difc) | -151.00 |
| Advisor group | -668.00 |
| Point72 asia (singapore) pte. | -5.42K |
| Cubist systematic strategies | -5.94K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 31 | 3.33% | 3,294,263 | 12.96% | 26 | 4.78% | 13 | 18.18% | 7 | -46.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Wasatch Micro Cap Value Composite | 316.00K | 2.39% | - |
| Wasatch Micro Cap Value | 316.00K | 2.35% | - |
| Vanguard Total Stock Mkt Idx Inv | 265.70K | 1.97% | -5.86K |
| iShares Russell 2000 ETF | 109.00K | 0.81% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 97.98K | 0.73% | -44.65K |
| Fidelity Small Cap Index | 88.94K | 0.66% | 88.94K |
| Emerald Finance & Bking Innovt Fd A | 85.42K | 0.63% | - |
| iShares Russell 2000 Growth ETF | 52.56K | 0.39% | - |
| Fidelity Extended Market Index | 46.13K | 0.34% | -379.00 |
| Vanguard Russell 2000 ETF | 43.23K | 0.32% | -2.90K |
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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