FinWise Bancorp Ownership | Who Owns FinWise Bancorp?
FinWise Bancorp Ownership Summary
FinWise Bancorp is owned by 31.24% institutional investors, 31.52% insiders, and 37.24% retail investors. Alliancebernstein is the largest institutional shareholder, holding 6.18% of FINW shares. Wasatch Micro Cap Value Composite is the top mutual fund, with 2.07% of its assets in FinWise Bancorp shares.
FINW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FinWise Bancorp | 31.24% | 31.52% | 37.24% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 57.00% | 12.58% | 30.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 799.88K | 6.18% | $14.35M |
| Wasatch advisors lp | 602.12K | 4.65% | $9.55M |
| Vanguard group | 502.45K | 3.92% | $9.01M |
| Us bancorp \de\ | 469.05K | 3.62% | $7.44M |
| Blackrock funding, inc. /de | 456.24K | 3.52% | $7.24M |
| Geode capital management | 199.97K | 1.54% | $3.17M |
| Susquehanna group, llp | 123.04K | 0.97% | $1.97M |
| Dimensional fund advisors lp | 113.48K | 0.88% | $1.80M |
| State street | 87.81K | 0.68% | $1.39M |
| Bridgeway capital management | 83.89K | 0.65% | $1.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Militia capital partners, lp | 50.00K | 0.46% | $969.50K |
| Tempus wealth planning | 28.02K | 0.10% | $444.43K |
| Arcus capital partners | 13.07K | 0.07% | $207.35K |
| Wasatch advisors lp | 602.12K | 0.06% | $9.55M |
| Smith, moore | 38.00K | 0.04% | $602.68K |
| Emerald mutual fund advisers trust | 54.36K | 0.04% | $862.21K |
| Globeflex capital l p | 13.34K | 0.03% | $211.53K |
| Bridgeway capital management | 83.89K | 0.03% | $1.33M |
| Norden group | 16.92K | 0.03% | $268.37K |
| Us bancorp \de\ | 469.05K | 0.01% | $7.44M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 123.04K | 0.00% | 74.82K |
| Vanguard fiduciary trust | 59.10K | 0.00% | 59.10K |
| Alliancebernstein | 799.88K | 0.00% | 32.47K |
| Us bancorp \de\ | 469.05K | 0.01% | 30.00K |
| Citadel advisors | 20.29K | - | 20.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -268.74K |
| Siena capital partners gp | - | - | -91.59K |
| Blackrock funding, inc. /de | 456.24K | 0.00% | -61.57K |
| Jane street group | - | - | -33.20K |
| Militia capital partners, lp | 50.00K | 0.46% | -24.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 59.10K | 0.00% | 59.10K | $937.33K |
| Citadel advisors | 20.29K | - | 20.29K | $207.14K |
| Vanguard global advisers | 4.15K | - | 4.15K | $65.85K |
| Eversource wealth advisors | 363.00 | 0.00% | 363.00 | $6.32K |
| Cwm | 37.00 | - | 37.00 | $587.00 |
Sold Out
| Holder | Change |
|---|---|
| Wealth enhancement trust services | -1.00 |
| Srs capital advisors | -1.00 |
| Transamerica financial advisors | -68.00 |
| Vermillion & white wealth management group | -150.00 |
| Point72 (difc) | -151.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 72 | 26.32% | 4,096,184 | 6.45% | 31 | 3.58% | 45 | 66.67% | 15 | -16.67% |
| Mar 31, 2026 | 34 | -39.29% | 1,984,588 | -50.40% | 15 | 1.57% | 15 | -48.28% | 8 | -42.86% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Wasatch Micro Cap Value Composite | 283.04K | 2.07% | - |
| Wasatch Micro Cap Value | 283.04K | 2.07% | -55.42K |
| Vanguard Morn Total Stk Mkt Idx Investor | 282.48K | 2.06% | 1.08K |
| Vanguard Total Stock Mkt Idx Inv | 282.48K | 2.06% | 1.08K |
| Vanguard MStar Total Stk Mkt Idx Invest | 282.48K | 2.03% | - |
| iShares Russell 2000 ETF | 221.63K | 1.60% | -2.56K |
| Fidelity Small Cap Index | 101.61K | 0.73% | -125.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 97.32K | 0.71% | - |
| iShares Russell 2000 Growth ETF | 63.30K | 0.46% | -80.00 |
| Vanguard Russell 2000 ETF | 55.80K | 0.40% | 197.00 |
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 |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | 1 |
| 2025 Q3 | 1 | - |
FINW Ownership FAQ
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