FinWise Bancorp Ownership | Who Owns FinWise Bancorp?
FinWise Bancorp Ownership Summary
FinWise Bancorp is owned by 28.89% institutional investors, 29.28% insiders, and 41.83% retail investors. Alliancebernstein is the largest institutional shareholder, holding 7.78% 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 | 28.89% | 29.28% | 41.83% |
| 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 |
|---|---|---|---|
| Alliancebernstein | 984.78K | 7.78% | $15.74M |
| Wasatch advisors lp | 629.40K | 4.97% | $10.06M |
| Vanguard group | 417.26K | 3.30% | $6.67M |
| Us bancorp \de\ | 351.05K | 2.77% | $5.61M |
| Susquehanna group, llp | 123.04K | 0.97% | $1.97M |
| Siena capital partners gp | 113.72K | 0.90% | $1.82M |
| Dimensional fund advisors lp | 98.02K | 0.77% | $1.57M |
| Geode capital management | 93.43K | 0.74% | $1.49M |
| Bridgeway capital management | 87.66K | 0.69% | $1.40M |
| Emerald mutual fund advisers trust | 85.42K | 0.67% | $1.37M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Siena capital partners gp | 113.72K | 0.50% | $1.82M |
| Emerald mutual fund advisers trust | 85.42K | 0.08% | $1.37M |
| Wasatch advisors lp | 629.40K | 0.05% | $10.06M |
| Smith, moore | 25.00K | 0.04% | $399.50K |
| Bridgeway capital management | 87.66K | 0.03% | $1.40M |
| Norden group | 14.20K | 0.03% | $226.92K |
| Greenwich wealth management | 14.00K | 0.02% | $224.00K |
| Us bancorp \de\ | 351.05K | 0.01% | $5.61M |
| Alliancebernstein | 984.78K | 0.01% | $15.74M |
| Empowered funds | 22.46K | 0.01% | $358.93K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 629.40K | 0.05% | 231.41K |
| Susquehanna group, llp | 123.04K | 0.00% | 74.82K |
| Millennium management | 42.51K | 0.00% | 42.51K |
| Qube research | 52.90K | 0.00% | 26.32K |
| Ubs group | 23.44K | 0.00% | 23.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -268.74K |
| Alliancebernstein | 984.78K | 0.01% | -61.67K |
| 683 capital management | - | - | -19.43K |
| Gilder gagnon howe | - | - | -19.01K |
| Quadrature capital | - | - | -16.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 20.29K | - | 20.29K | $207.14K |
| Schonfeld strategic advisors | 16.53K | 0.00% | 16.53K | $264.15K |
| Goldman sachs group | 14.02K | - | 14.02K | $224.06K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -51.00 |
| Tower research capital llc (trc) | -436.00 |
| Advisor group | -668.00 |
| Morgan stanley | -8.85K |
| Foundations investment advisors | -10.05K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 30 | -6.25% | 2,916,192 | 3.15% | 23 | 4.55% | 11 | -45.00% | 13 | 160.00% |
| Mar 31, 2024 | 32 | -3.03% | 2,827,215 | -0.33% | 22 | 4.32% | 20 | -9.09% | 5 | -44.44% |
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 | 271.56K | 2.02% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 142.63K | 1.06% | - |
| iShares Russell 2000 ETF | 106.70K | 0.79% | -2.00K |
| Emerald Finance & Bking Innovt Fd A | 85.42K | 0.63% | - |
| iShares Russell 2000 Growth ETF | 52.56K | 0.39% | - |
| Fidelity Extended Market Index | 46.51K | 0.35% | -121.00 |
| Vanguard Russell 2000 ETF | 46.14K | 0.34% | 46.14K |
| State St Russell Sm Cap® Indx SL Cl I | 32.00K | 0.24% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 05, 2024 | Keil Robert | EVP Chief FinTech Officer | Buy | $7.98K |
| Feb 22, 2024 | Keil Robert | EVP Chief FinTech Officer | Buy | $9.55K |
| Oct 30, 2023 | Jacobson Javvis O | CFO AND EXECUTIVE VP | Buy | $845.00 |
| Aug 15, 2023 | Giordano James N | - | Buy | $30.96K |
| Dec 13, 2022 | Landvatter Kent | CHAIRMAN, PRESIDENT AND CEO | Buy | $9.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | - |
FINW Ownership FAQ
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