Bankwell Financial GroupBWFG
13F holders, Q3 2025 (September 30)98holders +14
20new positions
5sold out
4famous investors
$44.21avg. 13F price*
At the end of Q3 2025, 98 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings, up 14 from Q2 2025. 20 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($20.6M), Vanguard Group Inc. ($16.2M) and Dimensional Fund Advisors LP ($13.9M). 4 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $13.0M |
| Exits | 5 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 536,800 shares bought and 214,735 shares sold, net +322,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| BlackRock, Inc. | 0.00% | Add +11.2% | 464,760 | $20.6M |
| Vanguard Group Inc. | 0.00% | Add +3.9% | 366,963 | $16.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.6% | 313,194 | $13.9M |
| Fourthstone LLC | 1.41% | Reduce -33.5% | 177,321 | $7.8M |
| Pacific Ridge Capital Partners, LLC | 1.68% | Reduce -2.3% | 172,537 | $7.6M |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 160,396 | $7.1M |
| Renaissance Technologies | 0.01% | Reduce -10.0% | 118,348 | $5.2M |
| Siena Capital Partners GP, LLC | 1.47% | Add +5.3% | 116,138 | $5.1M |
| Acadian Asset Management LLC | 0.01% | Add +19.3% | 111,241 | $4.9M |
| State Street Corp. | 0.00% | Add +36.5% | 109,573 | $4.8M |
| Banc Funds Co. LLC | 0.84% | Reduce -14.2% | 108,423 | $4.8M |
| GM Advisory Group, LLC | 0.20% | Add +0.5% | 105,587 | $4.7M |
| Hillsdale Investment Management Inc. | 0.13% | New | 96,717 | $4.3M |
| LSV Asset Management | 0.01% | Reduce -19.8% | 85,200 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 70,722 | $3.1M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 69,047 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +58.5% | 51,877 | $2.3M |
| American Century Companies Inc. | 0.00% | Add +40.1% | 50,972 | $2.3M |
| Bridgeway Capital Management, LLC | 0.05% | Add +5.8% | 49,794 | $2.2M |
| Marshall Wace, LLP | 0.00% | New | 37,165 | $1.6M |
| Kennedy Capital Management LLC | 0.04% | No change | 36,312 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +4.4% | 33,107 | $1.5M |
| Morgan Stanley | 0.00% | Reduce -6.0% | 29,282 | $1.3M |
| Informed Momentum Co LLC | 0.14% | New | 28,092 | $1.2M |
| Trexquant Investment LP | 0.01% | Add +132.7% | 25,079 | $1.1M |
| Empowered Funds, LLC | 0.01% | Add +12.3% | 24,792 | $1.1M |
| Nuveen, LLC | 0.00% | Add +134.8% | 24,646 | $1.1M |
| Barclays PLC | 0.00% | Add +1.3% | 24,040 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +1.4% | 21,930 | $970K |
| Corient Private Wealth LP | 0.00% | New | 21,903 | $969K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +39.2% | 21,302 | $943K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 20,219 | $895K |
| Jane Street Group, LLC | 0.00% | Add +170.8% | 18,210 | $806K |
| Citadel Advisors | 0.00% | Add +124.4% | 18,110 | $801K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 16,834 | $745K |
| Two Sigma Investments, LP | 0.00% | New | 15,703 | $695K |
| Focus Partners Wealth | 0.00% | New | 17,144 | $622K |
| Algert Global LLC | 0.01% | New | 13,715 | $607K |
| State of Wisconsin Investment Board | 0.00% | New | 13,600 | $602K |
| Bridge City Capital, LLC | 0.15% | No change | 12,809 | $567K |
| HSBC Holdings PLC | 0.00% | Add +81.0% | 12,056 | $533K |
| AQR Capital Management | 0.00% | Add +85.9% | 11,783 | $521K |
| UBS Group AG | 0.00% | Reduce -33.7% | 10,857 | $480K |
| Rhumbline Advisers | 0.00% | Add +0.7% | 10,187 | $451K |
| Wells Fargo & Company | 0.00% | Reduce -14.1% | 9,801 | $434K |
| Sierra Capital LLC | 0.05% | Add +0.5% | 9,286 | $411K |
| Prudential Financial Inc. | 0.00% | New | 8,362 | $370K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 8,259 | $365K |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 8,123 | $359K |
| JPMorgan Chase & Co. | 0.00% | Add +39.2% | 7,875 | $348K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.4% | 7,212 | $319K |
| Franklin Resources Inc. | 0.00% | New | 6,831 | $302K |
| Millennium Management | 0.00% | New | 6,127 | $271K |
| Occudo Quantitative Strategies LP | 0.03% | New | 5,785 | $256K |
| Invesco Ltd. | 0.00% | New | 5,732 | $254K |
| Los Angeles Capital Management LLC | 0.00% | New | 5,683 | $251K |
| Essex Financial Services, Inc. | 0.01% | Reduce -0.1% | 5,584 | $247K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 5,185 | $229K |
| Royal Bank of Canada | 0.00% | Reduce -58.7% | 4,717 | $209K |
| MetLife Investment Management, LLC | 0.00% | Reduce -12.5% | 4,126 | $183K |
| New York State Common Retirement Fund | 0.00% | Reduce -15.2% | 3,351 | $148K |
| Deutsche Bank AG | 0.00% | No change | 3,330 | $147K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -12.7% | 3,264 | $144K |
| Key Financial Inc | 0.02% | No change | 2,900 | $126K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +65.3% | 2,308 | $102K |
| BNP Paribas Financial Markets | 0.00% | Add +93.5% | 2,175 | $96K |
| STRS Ohio | 0.00% | Reduce -62.3% | 2,000 | $89K |
| US Bancorp \de | 0.00% | No change | 1,689 | $75K |
| FMR LLC | 0.00% | Add +0.3% | 1,559 | $69K |
| Cwm, LLC | 0.00% | Add +71.8% | 1,041 | $46K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 722 | $32K |
| Russell Investments Group, Ltd. | 0.00% | Add +585.0% | 685 | $30K |
| Legal & General Group Plc | 0.00% | No change | 665 | $29K |
| Citigroup Inc. | 0.00% | Reduce -82.3% | 489 | $22K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 478 | $21K |
| California State Teachers Retirement System | 0.00% | No change | 467 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 458 | $20K |
| Sterling Capital Management LLC | 0.00% | Add +123.8% | 414 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.3% | 413 | $18K |
| Jones Financial Companies LLLP | 0.00% | No change | 200 | $9K |
| Amalgamated Bank | 0.00% | No change | 196 | $9K |
| Arax Advisory Partners | 0.00% | New | 146 | $6K |
| Optiver Holding B.V. | 0.00% | New | 128 | $6K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 113 | $5K |
| Essential Partners LLC | 0.00% | Add +305.9% | 69 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 52 | $2K |
| SJS Investment Consulting Inc. | 0.00% | New | 51 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -4.4% | 43 | $2K |
| GAMMA Investing LLC | 0.00% | Add +81.0% | 38 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 30 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 22 | $974 |
| Spire Wealth Management | 0.00% | No change | 20 | $885 |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $736 |
| Allworth Financial LP | 0.00% | No change | 10 | $443 |
| Clearstead Advisors, LLC | 0.00% | No change | 8 | $354 |
| True Wealth Design, LLC | 0.00% | Add +300.0% | 4 | $177 |
| IFP Advisors, Inc | 0.00% | Add +300.0% | 4 | $177 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +33.3% | 4 | $177 |
"% of holder's portfolio" is BWFG's weight in each manager's 13F, not the share of Bankwell Financial Group Inc. the manager owns.