Bankwell Financial GroupBWFG

13F holders, Q1 2026 (March 31)
119holders +10
14new positions
6sold out
5famous investors
$48.50avg. 13F price*

At the end of Q1 2026, 119 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings, up 10 from Q4 2025. 14 opened new positions and 6 sold out. The largest holders were BlackRock, Inc. ($23.3M), Dimensional Fund Advisors LP ($15.5M) and Vanguard Capital Management LLC ($13.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Bankwell Financial Group Inc.
CUSIP
06654A103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 64Q1 2024Q2 2024: 66Q2 2024Q3 2024: 69Q3 2024Q4 2024: 70Q4 2024Q1 2025: 78Q1 2025Q2 2025: 84Q2 2025Q3 2025: 98Q3 2025Q4 2025: 109Q4 2025Q1 2026: 119Q1 2026Q2 2026: 126Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions14$3.3M
Exits6$2.5M

All 13F filers, Q4 2025 → Q1 2026: 333,201 shares bought and 161,912 shares sold, net +171,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 119 holders

BlackRock, Inc. 0.00% Reduce -2.3% 480,305 $23.3M
Dimensional Fund Advisors LP 0.00% Add +1.5% 319,241 $15.5M
Vanguard Capital Management LLC 0.00% — 282,912 $13.7M
Pacific Ridge Capital Partners, LLC 1.76% Add +0.3% 168,000 $8.2M
Acadian Asset Management LLC 0.01% Add +9.9% 164,678 $8.0M
Geode Capital Management, LLC 0.00% Reduce -1.9% 156,216 $7.6M
State Street Corp. 0.00% Add +13.1% 130,826 $6.3M
Siena Capital Partners GP, LLC 1.46% No change 116,138 $5.6M
Renaissance Technologies 0.01% Reduce -7.4% 107,548 $5.2M
GM Advisory Group, LLC 0.20% Add +0.4% 106,498 $5.2M
American Century Companies Inc. 0.00% Add +50.5% 105,991 $5.1M
Hillsdale Investment Management Inc. 0.14% Add +6.0% 105,900 $5.1M
Banc Funds Co. LLC 0.87% No change 96,423 $4.7M
Goldman Sachs Group Inc. 0.00% Add +55.9% 90,760 $4.4M
Two Sigma Investments, LP 0.00% Add +25.0% 85,070 $4.1M
Commonwealth Equity Services, LLC 0.00% Add +0.3% 69,837 $3.4M
LSV Asset Management 0.01% Reduce -10.3% 69,700 $3.4M
Nuveen, LLC 0.00% Add +57.5% 67,392 $3.3M
Northern Trust Corp. 0.00% Add +2.6% 66,317 $3.2M
Bridgeway Capital Management, LLC 0.05% Add +5.2% 54,944 $2.7M
Qube Research & Technologies Ltd 0.00% Add +53.0% 52,661 $2.6M
AQR Capital Management 0.00% Add +148.8% 50,970 $2.5M
Vanguard Fiduciary Trust Co. 0.00% — 45,323 $2.2M
Sei Investments Co. 0.00% Add +111.4% 41,342 $2.0M
Vanguard Portfolio Management LLC 0.00% — 38,830 $1.9M
Morgan Stanley 0.00% Reduce -10.5% 33,106 $1.6M
Trexquant Investment LP 0.01% Reduce -23.6% 30,171 $1.5M
Empowered Funds, LLC 0.01% Add +9.9% 29,942 $1.5M
Informed Momentum Co LLC 0.16% No change 28,092 $1.4M
Algert Global LLC 0.02% Add +6.4% 27,740 $1.3M
Alliancebernstein L.P. 0.00% New 27,261 $1.2M
Kennedy Capital Management LLC 0.03% No change 25,003 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% No change 24,902 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -26.6% 23,412 $1.1M
Bank of New York Mellon Corp 0.00% Add +6.2% 22,311 $1.1M
Corient Private Wealth LP 0.00% No change 21,903 $1.1M
Summit Trail Advisors, LLC 0.01% No change 21,323 $1.0M
HSBC Holdings PLC 0.00% Add +4.9% 19,870 $967K
Charles Schwab Investment Management Inc. 0.00% Reduce -2.6% 19,700 $956K
Millennium Management 0.00% Add +72.4% 19,690 $955K
Barclays PLC 0.00% Reduce -35.7% 17,880 $868K
State of Wisconsin Investment Board 0.00% Add +2.0% 17,646 $856K
Captrust Financial Advisors 0.00% Add +1.0% 17,092 $829K
Bank of America Corp. 0.00% Add +25.1% 14,598 $708K
Integrated Quantitative Investments LLC 0.12% Add +45.5% 14,070 $683K
Prudential Financial Inc. 0.00% Add +3.8% 13,190 $640K
Martingale Asset Management L P 0.02% New 12,946 $628K
Tidal Investments LLC 0.00% New 11,518 $559K
UBS Group AG 0.00% Add +47.2% 10,812 $525K
Bridge City Capital, LLC 0.13% Reduce -5.4% 10,006 $485K
Legato Capital Management LLC 0.04% Add +3.2% 9,981 $484K
Mangrove Partners Im, LLC 0.04% New 9,474 $460K
Sierra Capital LLC 0.05% Add +0.4% 9,365 $454K
Rhumbline Advisers 0.00% Reduce -2.1% 9,088 $441K
Citadel Advisors 0.00% Reduce -75.1% 8,644 $419K
Jump Financial, LLC 0.01% Reduce -13.1% 6,978 $339K
Point72 Asset Management 0.00% Reduce -30.2% 6,821 $331K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +14.0% 6,350 $308K
Invesco Ltd. 0.00% Reduce -12.8% 6,320 $307K
Thrivent Financial for Lutherans 0.00% Add +19.4% 5,877 $285K
T. Rowe Price Associates Inc. 0.00% New 5,635 $274K
Squarepoint Ops LLC 0.00% Reduce -8.2% 5,636 $273K
Essex Financial Services, Inc. 0.02% Add +0.0% 5,611 $272K
AE Wealth Management LLC 0.00% Add +16.3% 5,106 $248K
Daytona Street Capital LLC 0.19% No change 5,000 $247K
Wells Fargo & Company 0.00% Reduce -55.0% 5,038 $244K
Canada Pension Plan Investment Board 0.00% No change 5,000 $243K
Kestra Private Wealth Services, LLC 0.00% Reduce -0.3% 4,944 $240K
Occudo Quantitative Strategies LP 0.01% Reduce -18.2% 4,396 $227K
Deutsche Bank AG 0.00% Add +39.2% 4,636 $225K
Franklin Resources Inc. 0.00% Reduce -32.3% 4,545 $221K
FMR LLC 0.00% Add +115.4% 4,260 $207K
Royal Bank of Canada 0.00% Add +0.4% 4,142 $201K
MetLife Investment Management, LLC 0.00% Reduce -2.4% 4,029 $195K
Los Angeles Capital Management LLC 0.00% Reduce -32.3% 3,850 $187K
New York State Common Retirement Fund 0.00% No change 3,351 $163K
BNP Paribas Financial Markets 0.00% Add +45.3% 3,273 $159K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.3% 3,164 $154K
Vanguard Global Advisers, LLC 0.00% — 3,042 $148K
Assetmark, Inc. 0.00% New 3,000 $146K
Key Financial Inc 0.03% No change 2,900 $141K
Cwm, LLC 0.00% Add +53.7% 1,914 $93K
Tower Research Capital LLC (TRC) 0.00% Add +416.9% 1,747 $85K
US Bancorp \de 0.00% No change 1,689 $82K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,492 $72K
Russell Investments Group, Ltd. 0.00% Reduce -9.4% 730 $35K
Legal & General Group Plc 0.00% Reduce -1.4% 637 $31K
Ameritas Investment Partners, Inc. 0.00% Reduce -22.9% 557 $27K
Citigroup Inc. 0.00% Add +60.0% 456 $22K
Capital Advisors, Ltd. LLC 0.00% No change 458 $22K
State of Alaska, Department of Revenue 0.00% No change 429 $20K
California State Teachers Retirement System 0.00% Reduce -17.2% 360 $17K
Sterling Capital Management LLC 0.00% Reduce -44.0% 196 $10K
Quadrant Capital Group LLC 0.00% New 126 $6K
Kemnay Advisory Services Inc. 0.00% New 119 $6K
MAI Capital Management 0.00% Add +1900.0% 80 $4K
Essential Partners LLC 0.00% No change 79 $4K
Allworth Financial LP 0.00% Add +29.1% 71 $3K
Optiver Holding B.V. 0.00% Add +12.9% 70 $3K
GAMMA Investing LLC 0.00% Add +61.5% 63 $3K
PNC Financial Services Group, Inc. 0.00% No change 57 $3K
Fortitude Family Office, LLC 0.00% Reduce -2.3% 42 $2K
Parallel Advisors, LLC 0.00% New 41 $2K
Farther Finance Advisors, LLC 0.00% Add +11.8% 38 $2K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +414.3% 36 $2K
Rothschild Investment LLC 0.00% Add +209.1% 34 $2K
Arax Advisory Partners 0.00% New 33 $2K
Osaic Holdings, Inc. 0.00% No change 30 $1K
Root Financial Partners, LLC 0.00% New 26 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 22 $1K
Cornerstone Planning Group LLC 0.00% No change 17 $885
Nisa Investment Advisors, LLC 0.00% No change 18 $873
EverSource Wealth Advisors, LLC 0.00% Add +116.7% 13 $631
IFP Advisors, Inc 0.00% No change 10 $485
SJS Investment Consulting Inc. 0.00% Add +125.0% 9 $437
Basecamp Wealth Advisors LLC 0.00% New 7 $340
True Wealth Design, LLC 0.00% No change 5 $243
JPL Wealth Management, LLC 0.00% New 5 $243
Wealth Preservation Advisors, LLC 0.00% New 2 $97

"% of holder's portfolio" is BWFG's weight in each manager's 13F, not the share of Bankwell Financial Group Inc. the manager owns.