BANKWELL FINANCIAL GROUP INC BWFG
$58.60
-2.7% 52w: $34.57 – $60.24
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data34.5747.4160.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
119
+10 QoQ
13F value
$182.8M
+9.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BWFG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 480.3K | $23.3M | 0.0% | -2.2% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 319.2K | $15.5M | 0.0% | +1.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 282.9K | $13.7M | 0.0% | — |
| Pacific Ridge Capital Partners, LLC | Other | 168.0K | $8.2M | 1.8% | +0.3% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 164.7K | $8.0M | 0.0% | +9.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 156.2K | $7.6M | 0.0% | -1.9% |
| STATE STREET CORP | Index provider | 130.8K | $6.3M | 0.0% | +13.1% |
| Siena Capital Partners GP, LLC | Other | 116.1K | $5.6M | 1.5% | Held |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 107.5K | $5.2M | 0.0% | -7.4% |
| GM Advisory Group, LLC | Wealth advisor | 106.5K | $5.2M | 0.2% | +0.4% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 106.0K | $5.1M | 0.0% | +50.5% |
| Hillsdale Investment Management Inc. | Other | 105.9K | $5.1M | 0.1% | +6.0% |
| BANC FUNDS CO LLC | Other | 96.4K | $4.7M | 0.9% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 90.8K | $4.4M | 0.0% | +55.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 85.1K | $4.1M | 0.0% | +25.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 69.8K | $3.4M | 0.0% | +0.3% |
| LSV ASSET MANAGEMENT | Other | 69.7K | $3.4M | 0.0% | -10.3% |
| Nuveen, LLC | Diversified mechanical | 67.4K | $3.3M | 0.0% | +57.5% |
| NORTHERN TRUST CORP | Index provider | 66.3K | $3.2M | 0.0% | +2.6% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 54.9K | $2.7M | 0.1% | +5.1% |
| Qube Research & Technologies Ltd | Quant stat arb | 52.7K | $2.6M | 0.0% | +53.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 51.0K | $2.5M | 0.0% | +148.8% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 45.3K | $2.2M | 0.0% | — |
| SEI INVESTMENTS CO | Diversified mechanical | 41.3K | $2.0M | 0.0% | +111.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 38.8K | $1.9M | 0.0% | — |
| MORGAN STANLEY | Bank broker | 33.1K | $1.6M | 0.0% | -10.5% |
| Trexquant Investment LP | Diversified mechanical | 30.2K | $1.5M | 0.0% | -23.6% |
| Empowered Funds, LLC | Diversified mechanical | 29.9K | $1.5M | 0.0% | +9.9% |
| Informed Momentum Co LLC | Quant stat arb | 28.1K | $1.4M | 0.2% | Held |
| ALGERT GLOBAL LLC | Diversified mechanical | 27.7K | $1.3M | 0.0% | +6.4% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 27.3K | $1.2M | 0.0% | New |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 25.0K | $1.2M | 0.0% | Held |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 24.9K | $1.2M | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 23.4K | $1.1M | 0.0% | -26.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 22.3K | $1.1M | 0.0% | +6.2% |
| Corient Private Wealth LLC | Diversified mechanical | 21.9K | $1.1M | 0.0% | -50.0% |
| Summit Trail Advisors, LLC | Other | 21.3K | $1.0M | 0.0% | Held |
| HSBC HOLDINGS PLC | Bank broker | 19.9K | $967K | 0.0% | -47.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 19.7K | $956K | 0.0% | -2.6% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 19.7K | $955K | 0.0% | +72.4% |
| BARCLAYS PLC | Bank broker | 17.9K | $868K | 0.0% | -35.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 17.6K | $856K | 0.0% | +2.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 17.1K | $829K | 0.0% | +1.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 14.6K | $708K | 0.0% | +25.1% |
| Integrated Quantitative Investments LLC | Quant stat arb | 14.1K | $683K | 0.1% | +45.5% |
| PRUDENTIAL FINANCIAL INC | Insurance | 13.2K | $640K | 0.0% | +3.8% |
| MARTINGALE ASSET MANAGEMENT L P | Other | 12.9K | $628K | 0.0% | New |
| Tidal Investments LLC | Diversified mechanical | 11.5K | $559K | 0.0% | New |
| UBS Group AG | Bank broker | 10.8K | $525K | 0.0% | +47.2% |
| Bridge City Capital, LLC | Other | 10.0K | $485K | 0.1% | -5.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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