Bankwell Financial GroupBWFG
13F holders, Q4 2025 (December 31)109holders +11
18new positions
6sold out
5famous investors
$45.82avg. 13F price*
At the end of Q4 2025, 109 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings, up 11 from Q3 2025. 18 opened new positions and 6 sold out. The largest holders were BlackRock, Inc. ($22.5M), Vanguard Group Inc. ($16.8M) and Dimensional Fund Advisors LP ($14.4M). 5 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Bankwell Financial Group Inc.
- CUSIP
- 06654A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.6M |
| Exits | 6 | $8.6M |
All 13F filers, Q3 2025 → Q4 2025: 454,375 shares bought and 292,071 shares sold, net +162,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| BlackRock, Inc. | 0.00% | Add +5.7% | 491,344 | $22.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 366,786 | $16.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.4% | 314,446 | $14.4M |
| Pacific Ridge Capital Partners, LLC | 1.69% | Reduce -2.9% | 167,564 | $7.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.7% | 159,281 | $7.3M |
| Acadian Asset Management LLC | 0.01% | Add +34.7% | 149,830 | $6.9M |
| Renaissance Technologies | 0.01% | Reduce -1.9% | 116,155 | $5.3M |
| Siena Capital Partners GP, LLC | 1.43% | No change | 116,138 | $5.3M |
| State Street Corp. | 0.00% | Add +5.6% | 115,711 | $5.3M |
| GM Advisory Group, LLC | 0.19% | Add +0.5% | 106,059 | $4.9M |
| Hillsdale Investment Management Inc. | 0.13% | Add +3.3% | 99,900 | $4.6M |
| Banc Funds Co. LLC | 0.87% | Reduce -11.1% | 96,423 | $4.4M |
| LSV Asset Management | 0.01% | Reduce -8.8% | 77,700 | $3.6M |
| American Century Companies Inc. | 0.00% | Add +38.1% | 70,404 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 69,621 | $3.2M |
| Two Sigma Investments, LP | 0.00% | Add +333.5% | 68,079 | $3.1M |
| Northern Trust Corp. | 0.00% | Reduce -6.4% | 64,626 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.2% | 58,214 | $2.7M |
| Bridgeway Capital Management, LLC | 0.05% | Add +4.9% | 52,255 | $2.4M |
| Nuveen, LLC | 0.00% | Add +73.6% | 42,776 | $2.0M |
| Trexquant Investment LP | 0.02% | Add +57.5% | 39,486 | $1.8M |
| Morgan Stanley | 0.00% | Add +26.3% | 36,990 | $1.7M |
| Citadel Advisors | 0.00% | Add +91.6% | 34,705 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | New | 34,415 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +304.9% | 31,882 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +74.6% | 31,789 | $1.5M |
| Informed Momentum Co LLC | 0.14% | No change | 28,092 | $1.3M |
| Barclays PLC | 0.00% | Add +15.6% | 27,795 | $1.3M |
| Empowered Funds, LLC | 0.02% | Add +9.9% | 27,253 | $1.2M |
| Algert Global LLC | 0.02% | Add +90.1% | 26,070 | $1.2M |
| Kennedy Capital Management LLC | 0.02% | Reduce -31.1% | 25,003 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +16.9% | 24,902 | $1.1M |
| Corient Private Wealth LP | 0.00% | No change | 21,903 | $1.0M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -2.8% | 21,323 | $977K |
| Bank of New York Mellon Corp | 0.00% | Reduce -36.6% | 21,002 | $962K |
| AQR Capital Management | 0.00% | Add +73.8% | 20,483 | $939K |
| Two Sigma Advisers, LP | 0.00% | New | 20,300 | $930K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 20,219 | $926K |
| Sei Investments Co. | 0.00% | New | 19,556 | $896K |
| HSBC Holdings PLC | 0.00% | Add +57.1% | 18,938 | $875K |
| State of Wisconsin Investment Board | 0.00% | Add +27.2% | 17,300 | $793K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 16,928 | $776K |
| Prudential Financial Inc. | 0.00% | Add +52.0% | 12,712 | $582K |
| Bank of America Corp. | 0.00% | Add +43.6% | 11,665 | $534K |
| Quadrature Capital Ltd | 0.01% | New | 11,613 | $532K |
| Millennium Management | 0.00% | Add +86.5% | 11,424 | $523K |
| Wells Fargo & Company | 0.00% | Add +14.2% | 11,197 | $513K |
| Marshall Wace, LLP | 0.00% | Reduce -70.3% | 11,036 | $506K |
| Bridge City Capital, LLC | 0.14% | Reduce -17.4% | 10,581 | $485K |
| Point72 Asset Management | 0.00% | New | 9,771 | $448K |
| Integrated Quantitative Investments LLC | 0.10% | New | 9,669 | $443K |
| Legato Capital Management LLC | 0.04% | New | 9,669 | $443K |
| Sierra Capital LLC | 0.05% | Add +0.4% | 9,327 | $427K |
| Rhumbline Advisers | 0.00% | Reduce -8.9% | 9,283 | $425K |
| Jump Financial, LLC | 0.01% | New | 8,031 | $368K |
| UBS Group AG | 0.00% | Reduce -32.3% | 7,347 | $337K |
| Invesco Ltd. | 0.00% | Add +26.5% | 7,252 | $332K |
| Franklin Resources Inc. | 0.00% | Reduce -1.7% | 6,714 | $308K |
| Squarepoint Ops LLC | 0.00% | New | 6,140 | $281K |
| Essex Financial Services, Inc. | 0.01% | Add +0.5% | 5,610 | $257K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +7.4% | 5,569 | $255K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -7.1% | 5,372 | $246K |
| Los Angeles Capital Management LLC | 0.00% | No change | 5,683 | $246K |
| Daytona Street Capital LLC | 0.18% | — | 5,000 | $229K |
| Canada Pension Plan Investment Board | 0.00% | New | 5,000 | $229K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -31.3% | 4,958 | $227K |
| Thrivent Financial for Lutherans | 0.00% | New | 4,923 | $226K |
| AE Wealth Management LLC | 0.00% | New | 4,392 | $201K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,126 | $189K |
| Royal Bank of Canada | 0.00% | Reduce -12.6% | 4,124 | $189K |
| New York State Common Retirement Fund | 0.00% | No change | 3,351 | $154K |
| Deutsche Bank AG | 0.00% | No change | 3,330 | $153K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.3% | 3,306 | $151K |
| Key Financial Inc | 0.02% | No change | 2,900 | $133K |
| BNP Paribas Financial Markets | 0.00% | Add +3.6% | 2,253 | $103K |
| FMR LLC | 0.00% | Add +26.9% | 1,978 | $91K |
| US Bancorp \de | 0.00% | No change | 1,689 | $77K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -35.4% | 1,492 | $68K |
| Cwm, LLC | 0.00% | Add +19.6% | 1,245 | $57K |
| Russell Investments Group, Ltd. | 0.00% | Add +17.7% | 806 | $37K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 722 | $33K |
| Legal & General Group Plc | 0.00% | Reduce -2.9% | 646 | $30K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 458 | $21K |
| California State Teachers Retirement System | 0.00% | Reduce -6.8% | 435 | $20K |
| State of Alaska, Department of Revenue | 0.00% | New | 429 | $19K |
| Sterling Capital Management LLC | 0.00% | Reduce -15.5% | 350 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -18.2% | 338 | $15K |
| Citigroup Inc. | 0.00% | Reduce -41.7% | 285 | $13K |
| Amalgamated Bank | 0.00% | Add +13.3% | 222 | $10K |
| Jones Financial Companies LLLP | 0.00% | No change | 200 | $9K |
| Quarry LP | 0.00% | New | 98 | $4K |
| Essential Partners LLC | 0.00% | Add +14.5% | 79 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -51.6% | 62 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.6% | 57 | $3K |
| Allworth Financial LP | 0.00% | Add +450.0% | 55 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 43 | $2K |
| GAMMA Investing LLC | 0.00% | Add +2.6% | 39 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 34 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 30 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 22 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -96.2% | 18 | $825 |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $799 |
| Rothschild Investment LLC | 0.00% | New | 11 | $504 |
| IFP Advisors, Inc | 0.00% | Add +150.0% | 10 | $458 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 7 | $321 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +50.0% | 6 | $275 |
| True Wealth Design, LLC | 0.00% | Add +25.0% | 5 | $230 |
| MAI Capital Management | 0.00% | New | 4 | $184 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -92.2% | 4 | $184 |
"% of holder's portfolio" is BWFG's weight in each manager's 13F, not the share of Bankwell Financial Group Inc. the manager owns.