Bankwell Financial GroupBWFG
13F holders, Q2 2025 (June 30)84holders +6
9new positions
4sold out
3famous investors
$36.03avg. 13F price*
At the end of Q2 2025, 84 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings, up 6 from Q1 2025. 9 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($15.1M), Vanguard Group Inc. ($12.7M) and Dimensional Fund Advisors LP ($10.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Bankwell Financial Group Inc.
- CUSIP
- 06654A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $768K |
| Exits | 4 | $303K |
All 13F filers, Q1 2025 → Q2 2025: 208,122 shares bought and 107,294 shares sold, net +100,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 417,789 | $15.1M |
| Vanguard Group Inc. | 0.00% | Add +4.5% | 353,140 | $12.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.1% | 302,303 | $10.9M |
| Fourthstone LLC | 1.89% | Add +60.2% | 266,865 | $9.6M |
| Pacific Ridge Capital Partners, LLC | 1.52% | Reduce -1.4% | 176,625 | $6.4M |
| Geode Capital Management, LLC | 0.00% | Add +5.4% | 159,384 | $5.7M |
| Renaissance Technologies | 0.01% | Reduce -7.6% | 131,548 | $4.7M |
| Banc Funds Co. LLC | 0.69% | Reduce -20.7% | 126,377 | $4.6M |
| Siena Capital Partners GP, LLC | 1.16% | No change | 110,338 | $4.0M |
| LSV Asset Management | 0.01% | Reduce -3.3% | 106,194 | $3.8M |
| GM Advisory Group, LLC | 0.19% | Add +0.6% | 105,066 | $3.8M |
| Acadian Asset Management LLC | 0.01% | Add +5.5% | 93,233 | $3.4M |
| State Street Corp. | 0.00% | Add +2.5% | 80,249 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.0% | 70,464 | $2.5M |
| Northern Trust Corp. | 0.00% | Add +1.8% | 70,237 | $2.5M |
| Bridgeway Capital Management, LLC | 0.04% | Add +1.8% | 47,079 | $1.7M |
| American Century Companies Inc. | 0.00% | Reduce -2.2% | 36,385 | $1.3M |
| Kennedy Capital Management LLC | 0.03% | No change | 36,312 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.0% | 32,730 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +9.0% | 31,702 | $1.1M |
| Morgan Stanley | 0.00% | Add +27.1% | 31,134 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.10% | No change | 25,118 | $905K |
| Barclays PLC | 0.00% | Add +27.7% | 23,733 | $855K |
| Empowered Funds, LLC | 0.01% | Add +3.8% | 22,077 | $795K |
| Northeast Financial Consultants Inc | 0.03% | No change | 21,903 | $789K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -15.3% | 21,623 | $779K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.5% | 20,219 | $728K |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 16,737 | $603K |
| UBS Group AG | 0.00% | Reduce -9.1% | 16,370 | $590K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +99.9% | 15,301 | $551K |
| Bridge City Capital, LLC | 0.13% | Reduce -2.5% | 12,809 | $462K |
| Wells Fargo & Company | 0.00% | Reduce -1.8% | 11,415 | $411K |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 11,417 | $411K |
| Trexquant Investment LP | 0.00% | Add +59.6% | 10,779 | $388K |
| Nuveen, LLC | 0.00% | Add +29.6% | 10,496 | $378K |
| Rhumbline Advisers | 0.00% | Add +15.2% | 10,119 | $365K |
| Sierra Capital LLC | 0.04% | Add +0.6% | 9,240 | $333K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.7% | 8,792 | $317K |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 8,562 | $308K |
| Citadel Advisors | 0.00% | Reduce -45.2% | 8,070 | $291K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.0% | 7,182 | $259K |
| HSBC Holdings PLC | 0.00% | Reduce -2.6% | 6,660 | $244K |
| Jane Street Group, LLC | 0.00% | Reduce -18.7% | 6,725 | $242K |
| AQR Capital Management | 0.00% | New | 6,337 | $228K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 6,207 | $224K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.9% | 5,658 | $204K |
| Essex Financial Services, Inc. | 0.01% | New | 5,588 | $201K |
| STRS Ohio | 0.00% | Add +8.2% | 5,300 | $191K |
| MetLife Investment Management, LLC | 0.00% | Add +40.5% | 4,716 | $170K |
| New York State Common Retirement Fund | 0.00% | No change | 3,951 | $142K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.0% | 3,740 | $135K |
| Deutsche Bank AG | 0.00% | No change | 3,330 | $120K |
| Key Financial Inc | 0.02% | No change | 2,900 | $104K |
| Citigroup Inc. | 0.00% | Reduce -43.1% | 2,767 | $100K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +523.4% | 1,995 | $72K |
| Raymond James Financial Inc. | 0.00% | New | 1,740 | $63K |
| US Bancorp \de | 0.00% | No change | 1,689 | $61K |
| FMR LLC | 0.00% | Reduce -2.4% | 1,555 | $56K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 1,396 | $50K |
| BNP Paribas Financial Markets | 0.00% | Add +38.8% | 1,124 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 958 | $35K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +70.7% | 722 | $26K |
| Legal & General Group Plc | 0.00% | Add +4.4% | 665 | $24K |
| Cwm, LLC | 0.00% | Add +32.6% | 606 | $22K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 478 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 458 | $17K |
| California State Teachers Retirement System | 0.00% | No change | 467 | $17K |
| Jones Financial Companies LLLP | 0.00% | No change | 200 | $7K |
| Amalgamated Bank | 0.00% | No change | 196 | $7K |
| Sterling Capital Management LLC | 0.00% | Add +66.7% | 185 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -27.5% | 100 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 52 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $2K |
| Osaic Holdings, Inc. | 0.00% | New | 30 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 22 | $793 |
| GAMMA Investing LLC | 0.00% | Reduce -41.7% | 21 | $757 |
| Spire Wealth Management | 0.00% | No change | 20 | $721 |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $673 |
| Essential Partners LLC | 0.00% | — | 17 | $613 |
| Allworth Financial LP | 0.00% | New | 10 | $361 |
| Clearstead Advisors, LLC | 0.00% | New | 8 | $289 |
| IFP Advisors, Inc | 0.00% | New | 1 | $108 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -40.0% | 3 | $108 |
| True Wealth Design, LLC | 0.00% | Reduce -50.0% | 1 | $37 |
"% of holder's portfolio" is BWFG's weight in each manager's 13F, not the share of Bankwell Financial Group Inc. the manager owns.