FinWise Bancorp Ownership | Who Owns FinWise Bancorp?
FinWise Bancorp Ownership Summary
FinWise Bancorp is owned by 31.32% institutional investors, 30.60% insiders, and 38.09% 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 | 31.32% | 30.60% | 38.09% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 984.78K | 7.78% | $15.74M |
| Wasatch advisors lp | 704.11K | 5.51% | $10.57M |
| Vanguard group | 417.26K | 3.30% | $6.67M |
| Us bancorp \de\ | 351.05K | 2.77% | $5.61M |
| Blackrock funding, inc. /de | 340.86K | 2.67% | $5.12M |
| 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 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Militia capital partners, lp | 74.60K | 0.52% | $1.12M |
| Siena capital partners gp | 113.72K | 0.50% | $1.82M |
| Andina capital management | 16.00K | 0.17% | $240.16K |
| Tempus wealth planning | 28.02K | 0.10% | $420.61K |
| Emerald mutual fund advisers trust | 85.42K | 0.08% | $1.28M |
| Wasatch advisors lp | 704.11K | 0.06% | $10.57M |
| Smith, moore | 40.00K | 0.05% | $600.40K |
| Bridgeway capital management | 87.66K | 0.03% | $1.40M |
| Norden group | 14.20K | 0.02% | $213.14K |
| Greenwich wealth management | 14.00K | 0.01% | $210.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 340.86K | 0.00% | 281.78K |
| Susquehanna group, llp | 123.04K | 0.00% | 74.82K |
| Millennium management | 42.51K | 0.00% | 42.51K |
| Militia capital partners, lp | 74.60K | 0.52% | 24.60K |
| Ubs group | 23.44K | 0.00% | 23.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -268.74K |
| Alliancebernstein | 984.78K | 0.01% | -61.67K |
| Jane street group | - | - | -33.20K |
| Andina capital management | 16.00K | 0.17% | -30.00K |
| Qube research | - | - | -19.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 20.29K | - | 20.29K | $207.14K |
| Goldman sachs group | 14.02K | - | 14.02K | $224.06K |
| Vermillion & white wealth management group | 150.00 | 0.00% | 150.00 | $2.25K |
| Sterling capital management | 111.00 | - | 111.00 | $1.67K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -51.00 |
| Point72 (difc) | -151.00 |
| Tower research capital llc (trc) | -436.00 |
| Advisor group | -668.00 |
| Point72 asia (singapore) pte. | -5.42K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 30 | -6.25% | 2,916,192 | 3.15% | 23 | 4.55% | 11 | -45.00% | 13 | 160.00% |
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 | 106.70K | 0.79% | -2.00K |
| 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 | 46.51K | 0.35% | -121.00 |
| Vanguard Russell 2000 ETF | 43.23K | 0.32% | -2.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Oct 30, 2023 | Jacobson Javvis O | CFO AND EXECUTIVE VP | Buy | $845.00 |
| Aug 15, 2023 | Giordano James N | - | Buy | $30.96K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
FINW Ownership FAQ
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