Bankwell Financial GroupBWFG
13F holders, Q2 2024 (June 30)66holders +2
6new positions
6sold out
2famous investors
$25.37avg. 13F price*
At the end of Q2 2024, 66 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings, up 2 from Q1 2024. 6 opened new positions and 6 sold out. The largest holders were BlackRock Inc. ($11.0M), Vanguard Group Inc. ($8.4M) and Banc Funds Co. LLC ($7.2M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $210K |
| Exits | 6 | $386K |
All 13F filers, Q1 2024 → Q2 2024: 78,018 shares bought and 60,156 shares sold, net +17,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| BlackRock Inc. | 0.00% | Add +6.7% | 433,109 | $11.0M |
| Vanguard Group Inc. | 0.00% | Add +1.0% | 332,393 | $8.4M |
| Banc Funds Co. LLC | 0.85% | No change | 282,623 | $7.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.3% | 279,867 | $7.1M |
| Renaissance Technologies | 0.01% | Reduce -7.9% | 143,603 | $3.6M |
| Geode Capital Management, LLC | 0.00% | Add +9.0% | 141,904 | $3.6M |
| LSV Asset Management | 0.01% | Reduce -1.3% | 126,746 | $3.2M |
| Pacific Ridge Capital Partners, LLC | 0.75% | Reduce -4.1% | 123,020 | $3.1M |
| Siena Capital Partners GP, LLC | 0.92% | No change | 110,338 | $2.8M |
| GM Advisory Group, LLC | 0.15% | Add +7.7% | 89,154 | $2.3M |
| Acadian Asset Management LLC | 0.01% | Reduce -3.4% | 78,329 | $2.0M |
| State Street Corp. | 0.00% | Add +1.8% | 77,517 | $2.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.7% | 67,090 | $1.7M |
| Bridgeway Capital Management, LLC | 0.03% | Add +2.4% | 52,909 | $1.3M |
| American Century Companies Inc. | 0.00% | No change | 37,375 | $948K |
| Kennedy Capital Management LLC | 0.02% | Reduce -0.3% | 33,096 | $840K |
| Summit Trail Advisors, LLC | 0.02% | Reduce -8.2% | 30,158 | $765K |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 28,548 | $724K |
| Morgan Stanley | 0.00% | Reduce -3.4% | 25,273 | $641K |
| Empowered Funds, LLC | 0.01% | Add +7.2% | 18,704 | $475K |
| Goldman Sachs Group Inc. | 0.00% | Add +31.6% | 18,108 | $459K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.5% | 17,636 | $447K |
| Invesco Ltd. | 0.00% | Reduce -9.1% | 17,365 | $441K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 16,522 | $419K |
| Barclays PLC | 0.00% | Reduce -6.7% | 14,071 | $357K |
| Bridge City Capital, LLC | 0.12% | Add +15.6% | 13,550 | $344K |
| Citadel Advisors | 0.00% | Reduce -11.6% | 13,278 | $337K |
| Wells Fargo & Company | 0.00% | Add +9.9% | 11,085 | $281K |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 10,982 | $279K |
| Rhumbline Advisers | 0.00% | Add +3.0% | 9,439 | $239K |
| Two Sigma Investments, LP | 0.00% | Reduce -3.1% | 9,431 | $239K |
| Bank of America Corp. | 0.00% | Add +9.2% | 9,142 | $232K |
| Sierra Capital LLC | 0.03% | Add +0.8% | 9,009 | $229K |
| Nuveen Asset Management, LLC | 0.00% | New | 8,096 | $205K |
| UBS Group AG | 0.00% | Reduce -43.8% | 4,933 | $125K |
| STRS Ohio | 0.00% | Add +11.4% | 4,900 | $124K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +42.3% | 4,875 | $124K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +8.3% | 4,690 | $119K |
| JPMorgan Chase & Co. | 0.00% | Reduce -61.0% | 4,400 | $112K |
| New York State Common Retirement Fund | 0.00% | Add +0.1% | 3,951 | $100K |
| Corebridge Financial, Inc. | 0.00% | — | 3,471 | $88K |
| MetLife Investment Management, LLC | 0.00% | Add +11.8% | 3,357 | $85K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 3,254 | $83K |
| Key Financial Inc | 0.02% | No change | 2,900 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +751.8% | 2,104 | $53K |
| Citigroup Inc. | 0.00% | Add +25.0% | 1,813 | $46K |
| FMR LLC | 0.00% | Add +0.9% | 1,762 | $45K |
| US Bancorp \de | 0.00% | No change | 1,689 | $43K |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.5% | 1,175 | $30K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -5.7% | 1,103 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 478 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +158.8% | 458 | $12K |
| Legal & General Group Plc | 0.00% | No change | 467 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -21.1% | 467 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 423 | $11K |
| Amalgamated Bank | 0.00% | No change | 196 | $5K |
| Cwm, LLC | 0.00% | Add +129.0% | 158 | $4K |
| Covestor Ltd | 0.00% | Add +29.7% | 83 | $2K |
| Picton Mahoney Asset Management | 0.00% | New | 65 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 42 | $1K |
| Osaic Holdings, Inc. | 0.00% | New | 30 | $761 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 22 | $558 |
| GAMMA Investing LLC | 0.00% | Reduce -50.0% | 21 | $533 |
| Cornerstone Planning Group LLC | 0.00% | New | 17 | $426 |
| Innealta Capital, LLC | 0.00% | New | 3 | $76 |
"% of holder's portfolio" is BWFG's weight in each manager's 13F, not the share of Bankwell Financial Group Inc. the manager owns.