Bankwell Financial GroupBWFG
13F holders, Q1 2025 (March 31)78holders +8
10new positions
2sold out
2famous investors
$30.18avg. 13F price*
At the end of Q1 2025, 78 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings, up 8 from Q4 2024. 10 opened new positions and 2 sold out. The largest holders were BlackRock, Inc. ($12.7M), Vanguard Group Inc. ($10.2M) and Dimensional Fund Advisors LP ($8.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.9M |
| Exits | 2 | $210K |
All 13F filers, Q4 2024 → Q1 2025: 194,679 shares bought and 164,756 shares sold, net +29,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 421,891 | $12.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 338,071 | $10.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.5% | 293,293 | $8.9M |
| Pacific Ridge Capital Partners, LLC | 1.43% | Add +2.6% | 179,127 | $5.4M |
| Fourthstone LLC | 1.25% | Add +57.8% | 166,563 | $5.0M |
| Banc Funds Co. LLC | 0.63% | Reduce -36.1% | 159,377 | $4.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.1% | 151,206 | $4.6M |
| Renaissance Technologies | 0.01% | Reduce -5.3% | 142,348 | $4.3M |
| Siena Capital Partners GP, LLC | 0.99% | No change | 110,338 | $3.3M |
| LSV Asset Management | 0.01% | Reduce -5.1% | 109,800 | $3.3M |
| GM Advisory Group, LLC | 0.17% | Add +15.6% | 104,477 | $3.2M |
| Acadian Asset Management LLC | 0.01% | Add +2.8% | 88,343 | $2.7M |
| State Street Corp. | 0.00% | Add +0.2% | 78,309 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.4% | 68,974 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | New | 62,367 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.2% | 48,830 | $1.5M |
| Bridgeway Capital Management, LLC | 0.04% | Reduce -15.5% | 46,264 | $1.4M |
| American Century Companies Inc. | 0.00% | Reduce -0.4% | 37,217 | $1.1M |
| Kennedy Capital Management LLC | 0.03% | No change | 36,312 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.9% | 29,073 | $877K |
| Summit Trail Advisors, LLC | 0.03% | Reduce -1.2% | 25,523 | $770K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +25.3% | 25,118 | $758K |
| Morgan Stanley | 0.00% | Reduce -26.5% | 24,494 | $739K |
| Northeast Financial Consultants Inc | 0.03% | No change | 21,903 | $661K |
| Empowered Funds, LLC | 0.01% | Add +3.4% | 21,262 | $642K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.7% | 18,636 | $562K |
| Barclays PLC | 0.00% | Reduce -14.8% | 18,590 | $561K |
| UBS Group AG | 0.00% | Add +0.6% | 18,010 | $544K |
| Captrust Financial Advisors | 0.00% | Add +1.0% | 16,652 | $503K |
| Citadel Advisors | 0.00% | Add +19.2% | 14,726 | $444K |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.0% | 13,447 | $406K |
| Bridge City Capital, LLC | 0.12% | Reduce -3.3% | 13,135 | $396K |
| Wells Fargo & Company | 0.00% | Add +2.5% | 11,623 | $351K |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 11,530 | $347K |
| Susquehanna International Group, LLP | 0.00% | New | 9,953 | $300K |
| Sierra Capital LLC | 0.03% | Add +1.2% | 9,188 | $277K |
| Bank of America Corp. | 0.00% | Reduce -23.7% | 9,026 | $272K |
| Rhumbline Advisers | 0.00% | Reduce -4.9% | 8,784 | $265K |
| Jane Street Group, LLC | 0.00% | New | 8,269 | $250K |
| Nuveen, LLC | 0.00% | — | 8,096 | $244K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 7,653 | $231K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 7,185 | $217K |
| HSBC Holdings PLC | 0.00% | Reduce -10.3% | 6,835 | $206K |
| Mackenzie Financial Corp. | 0.00% | Reduce -24.9% | 6,773 | $204K |
| Trexquant Investment LP | 0.00% | New | 6,755 | $204K |
| STRS Ohio | 0.00% | No change | 4,900 | $148K |
| Citigroup Inc. | 0.00% | Reduce -9.4% | 4,863 | $147K |
| New York State Common Retirement Fund | 0.00% | No change | 3,951 | $119K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.2% | 3,896 | $118K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,357 | $101K |
| Deutsche Bank AG | 0.00% | No change | 3,330 | $100K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.4% | 3,161 | $95K |
| Key Financial Inc | 0.02% | No change | 2,900 | $88K |
| US Bancorp \de | 0.00% | No change | 1,689 | $51K |
| FMR LLC | 0.00% | Reduce -11.8% | 1,593 | $48K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.2% | 958 | $29K |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.9% | 810 | $24K |
| Legal & General Group Plc | 0.00% | No change | 637 | $19K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 478 | $14K |
| California State Teachers Retirement System | 0.00% | No change | 467 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 458 | $14K |
| Cwm, LLC | 0.00% | Add +88.1% | 457 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 423 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.5% | 320 | $10K |
| Jones Financial Companies LLLP | 0.00% | No change | 200 | $6K |
| Amalgamated Bank | 0.00% | No change | 196 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Add +146.4% | 138 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.4% | 111 | $3K |
| Coldstream Capital Management Inc. | 0.00% | New | 68 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 52 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $1K |
| GAMMA Investing LLC | 0.00% | Add +2.9% | 36 | $1K |
| Covestor Ltd | 0.00% | Reduce -37.5% | 25 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 22 | $664 |
| Spire Wealth Management | 0.00% | New | 20 | $604 |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $517 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 5 | $151 |
| True Wealth Design, LLC | 0.00% | New | 2 | $61 |
"% of holder's portfolio" is BWFG's weight in each manager's 13F, not the share of Bankwell Financial Group Inc. the manager owns.