Bankwell Financial GroupBWFG

13F holders, Q1 2024 (March 31)
64holders
2famous investors
$25.94avg. 13F price*

At the end of Q1 2024, 64 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings. The largest holders were BlackRock Inc. ($10.5M), Vanguard Group Inc. ($8.5M) and Banc Funds Co. LLC ($7.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Bankwell Financial Group Inc.
CUSIP
06654A103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 64Q1 2024Q2 2024: 66Q2 2024Q3 2024: 69Q3 2024Q4 2024: 70Q4 2024Q1 2025: 78Q1 2025Q2 2025: 84Q2 2025Q3 2025: 98Q3 2025Q4 2025: 109Q4 2025Q1 2026: 119Q1 2026Q2 2026: 126Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$496K
Exits9$2.5M

Ownership 64 holders

BlackRock Inc. 0.00% Reduce -1.4% 406,084 $10.5M
Vanguard Group Inc. 0.00% Add +0.6% 329,246 $8.5M
Banc Funds Co. LLC 0.83% Add +0.4% 282,623 $7.3M
Dimensional Fund Advisors LP 0.00% Add +3.9% 279,112 $7.2M
Renaissance Technologies 0.01% Reduce -2.3% 155,903 $4.0M
Geode Capital Management, LLC 0.00% Add +1.5% 130,223 $3.4M
LSV Asset Management 0.01% Reduce -0.8% 128,446 $3.3M
Pacific Ridge Capital Partners, LLC 0.73% Reduce -5.0% 128,266 $3.3M
Siena Capital Partners GP, LLC 0.95% No change 110,338 $2.9M
GM Advisory Group, LLC 0.15% Add +0.8% 82,813 $2.1M
Acadian Asset Management LLC 0.01% No change 81,107 $2.1M
State Street Corp. 0.00% Add +4.1% 76,166 $2.0M
Northern Trust Corp. 0.00% Add +1.5% 68,968 $1.8M
Bridgeway Capital Management, LLC 0.03% Add +1.6% 51,649 $1.3M
American Century Companies Inc. 0.00% No change 37,375 $970K
Kennedy Capital Management LLC 0.02% No change 33,212 $862K
Summit Trail Advisors, LLC 0.02% Reduce -9.3% 32,866 $853K
Bank of New York Mellon Corp 0.00% Reduce -3.4% 26,872 $697K
Morgan Stanley 0.00% Reduce -65.2% 26,155 $678K
Invesco Ltd. 0.00% New 19,105 $496K
Empowered Funds, LLC 0.01% Add +7.5% 17,444 $452K
Captrust Financial Advisors 0.00% Reduce -2.4% 16,712 $434K
Charles Schwab Investment Management Inc. 0.00% No change 15,956 $414K
Barclays PLC 0.00% Reduce -14.4% 15,086 $391K
Citadel Advisors 0.00% Reduce -5.5% 15,023 $390K
Goldman Sachs Group Inc. 0.00% Reduce -29.6% 13,757 $357K
Bridge City Capital, LLC 0.11% Add +17.9% 11,718 $304K
JPMorgan Chase & Co. 0.00% Add +69.3% 11,270 $292K
Royal Bank of Canada 0.00% Reduce -11.4% 11,018 $286K
Wells Fargo & Company 0.00% Add +15.7% 10,086 $262K
Two Sigma Investments, LP 0.00% No change 9,731 $252K
Rhumbline Advisers 0.00% Add +1.2% 9,162 $238K
Sierra Capital LLC 0.03% Add +0.8% 8,935 $232K
UBS Group AG 0.00% Reduce -8.5% 8,771 $228K
Bank of America Corp. 0.00% Reduce -32.6% 8,376 $217K
Carl P. Sherr & Co., LLC 0.12% No change 8,000 $208K
STRS Ohio 0.00% Reduce -6.4% 4,400 $114K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -3.2% 4,330 $112K
New York State Common Retirement Fund 0.00% No change 3,949 $102K
Hillsdale Investment Management Inc. 0.01% Add +12.5% 3,600 $93K
Allspring Global Investments Holdings, LLC 0.00% Add +0.4% 3,426 $89K
MetLife Investment Management, LLC 0.00% No change 3,003 $78K
American International Group, Inc. 0.00% Reduce -0.9% 2,901 $75K
BNP Paribas Financial Markets 0.00% Add +119.9% 2,901 $75K
Key Financial Inc 0.02% No change 2,900 $75K
FMR LLC 0.00% Reduce -7.9% 1,746 $45K
US Bancorp \de 0.00% No change 1,689 $44K
Citigroup Inc. 0.00% Add +32.5% 1,450 $38K
Public Employees Retirement System of Ohio 0.00% Reduce -4.1% 1,170 $30K
California State Teachers Retirement System 0.00% Reduce -38.9% 592 $15K
Nisa Investment Advisors, LLC 0.00% No change 478 $12K
Legal & General Group Plc 0.00% No change 467 $12K
Ameritas Investment Partners, Inc. 0.00% No change 423 $11K
Metropolitan Life Insurance Co 0.00% No change 354 $9K
Tower Research Capital LLC (TRC) 0.00% Reduce -55.9% 247 $6K
Capital Advisors, Ltd. LLC 0.00% No change 177 $5K
Amalgamated Bank 0.00% Reduce -62.7% 196 $5K
Covestor Ltd 0.00% Reduce -1.5% 64 $2K
Cwm, LLC 0.00% Add +3.0% 69 $2K
Fortitude Family Office, LLC 0.00% No change 45 $1K
GAMMA Investing LLC 0.00% Add +100.0% 42 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 22 $571
Russell Investments Group, Ltd. 0.00% No change 19 $493
Avior Wealth Management, LLC 0.00% New 1 $25

"% of holder's portfolio" is BWFG's weight in each manager's 13F, not the share of Bankwell Financial Group Inc. the manager owns.