Bankwell Financial GroupBWFG
13F holders, Q3 2024 (September 30)69holders +3
7new positions
4sold out
2famous investors
$29.95avg. 13F price*
At the end of Q3 2024, 69 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings, up 3 from Q2 2024. 7 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($13.1M), Vanguard Group Inc. ($10.1M) and Banc Funds Co. LLC ($8.5M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 4 | $444K |
All 13F filers, Q2 2024 → Q3 2024: 137,544 shares bought and 48,111 shares sold, net +89,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| BlackRock, Inc. | 0.00% | — | 436,337 | $13.1M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 337,088 | $10.1M |
| Banc Funds Co. LLC | 0.92% | No change | 282,623 | $8.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.6% | 281,508 | $8.4M |
| Renaissance Technologies | 0.01% | Add +9.7% | 157,503 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.8% | 147,342 | $4.4M |
| Pacific Ridge Capital Partners, LLC | 0.95% | Add +9.0% | 134,126 | $4.0M |
| LSV Asset Management | 0.01% | Reduce -2.9% | 123,046 | $3.7M |
| Siena Capital Partners GP, LLC | 0.95% | No change | 110,338 | $3.3M |
| GM Advisory Group, LLC | 0.16% | Add +0.7% | 89,807 | $2.7M |
| Acadian Asset Management LLC | 0.01% | Add +3.0% | 80,660 | $2.4M |
| State Street Corp. | 0.00% | Add +0.7% | 78,017 | $2.3M |
| Northern Trust Corp. | 0.00% | Add +5.1% | 70,490 | $2.1M |
| Bridgeway Capital Management, LLC | 0.03% | Add +1.8% | 53,847 | $1.6M |
| American Century Companies Inc. | 0.00% | No change | 37,375 | $1.1M |
| Morgan Stanley | 0.00% | Add +44.0% | 36,381 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -7.0% | 28,035 | $840K |
| Goldman Sachs Group Inc. | 0.00% | Add +53.2% | 27,742 | $831K |
| Fourthstone LLC | 0.17% | New | 25,912 | $776K |
| Kennedy Capital Management LLC | 0.01% | Reduce -31.8% | 22,579 | $676K |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.7% | 22,354 | $670K |
| Barclays PLC | 0.00% | Add +47.7% | 20,781 | $622K |
| Citadel Advisors | 0.00% | Add +53.2% | 20,338 | $609K |
| Empowered Funds, LLC | 0.01% | Add +5.0% | 19,642 | $588K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 17,636 | $528K |
| Captrust Financial Advisors | 0.00% | Reduce -0.2% | 16,484 | $494K |
| Bridge City Capital, LLC | 0.11% | No change | 13,550 | $406K |
| JPMorgan Chase & Co. | 0.00% | Add +164.5% | 11,638 | $349K |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 10,515 | $315K |
| Wells Fargo & Company | 0.00% | Reduce -6.5% | 10,363 | $310K |
| Bank of America Corp. | 0.00% | Add +7.9% | 9,865 | $295K |
| Sierra Capital LLC | 0.03% | Add +0.7% | 9,075 | $272K |
| HSBC Holdings PLC | 0.00% | New | 8,967 | $271K |
| Rhumbline Advisers | 0.00% | Reduce -5.3% | 8,940 | $268K |
| Nuveen Asset Management, LLC | 0.00% | No change | 8,096 | $242K |
| Two Sigma Investments, LP | 0.00% | Reduce -16.0% | 7,925 | $237K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 7,653 | $229K |
| UBS Group AG | 0.00% | Add +35.3% | 6,673 | $200K |
| Citigroup Inc. | 0.00% | Add +179.8% | 5,072 | $152K |
| STRS Ohio | 0.00% | No change | 4,900 | $147K |
| New York State Common Retirement Fund | 0.00% | No change | 3,951 | $118K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +10.3% | 3,588 | $107K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 3,449 | $103K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,357 | $101K |
| Key Financial Inc | 0.02% | No change | 2,900 | $87K |
| FMR LLC | 0.00% | Add +11.2% | 1,959 | $59K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -60.5% | 1,925 | $58K |
| BNP Paribas Financial Markets | 0.00% | Add +60.9% | 1,890 | $57K |
| US Bancorp \de | 0.00% | No change | 1,689 | $51K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,103 | $33K |
| Legal & General Group Plc | 0.00% | Add +36.4% | 637 | $19K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 478 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 458 | $14K |
| California State Teachers Retirement System | 0.00% | No change | 467 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 423 | $13K |
| Cwm, LLC | 0.00% | Add +53.2% | 242 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.2% | 207 | $6K |
| Amalgamated Bank | 0.00% | No change | 196 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 200 | $6K |
| NewEdge Advisors, LLC | 0.00% | New | 148 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 73 | $2K |
| Covestor Ltd | 0.00% | Reduce -1.2% | 82 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 30 | $899 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 22 | $659 |
| GAMMA Investing LLC | 0.00% | No change | 21 | $629 |
| Sterling Capital Management LLC | 0.00% | — | 20 | $599 |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $490 |
| Earned Wealth Advisors, LLC | 0.00% | New | 13 | $389 |
"% of holder's portfolio" is BWFG's weight in each manager's 13F, not the share of Bankwell Financial Group Inc. the manager owns.