Bankwell Financial GroupBWFG

13F holders, Q2 2026 (June 30)
126holders +7
18new positions
9sold out
4famous investors
$58.68avg. 13F price*

At the end of Q2 2026, 126 institutions reported holding Bankwell Financial Group Inc. (BWFG) in their 13F filings, up 7 from Q1 2026. 18 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($29.0M), Dimensional Fund Advisors LP ($19.4M) and Vanguard Capital Management LLC ($16.3M). 4 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 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

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions18$9.8M
Exits9$1.8M

All 13F filers, Q1 2026 → Q2 2026: 557,755 shares bought and 165,702 shares sold, net +392,053 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 126 holders

BlackRock, Inc. 0.00% Add +2.7% 493,180 $29.0M
Dimensional Fund Advisors LP 0.00% Add +3.3% 329,747 $19.4M
Vanguard Capital Management LLC 0.00% Reduce -1.9% 277,398 $16.3M
Acadian Asset Management LLC 0.02% Add +41.3% 232,761 $13.7M
Geode Capital Management, LLC 0.00% Add +7.2% 167,476 $9.8M
Pacific Ridge Capital Partners, LLC 1.78% Reduce -0.8% 166,709 $9.8M
American Century Companies Inc. 0.00% Add +49.3% 158,198 $9.3M
State Street Corp. 0.00% Add +11.7% 146,182 $8.6M
Two Sigma Investments, LP 0.01% Add +39.2% 118,419 $7.0M
Siena Capital Partners GP, LLC 1.65% No change 116,138 $6.8M
Hillsdale Investment Management Inc. 0.15% Add +4.8% 111,000 $6.5M
AQR Capital Management 0.00% Add +113.8% 108,960 $6.4M
Northern Trust Corp. 0.00% Add +42.5% 94,520 $5.6M
Renaissance Technologies 0.01% Reduce -12.8% 93,748 $5.5M
Banc Funds Co. LLC 0.88% Reduce -6.2% 90,423 $5.3M
Wealthspire Advisors, LLC 0.03% New 87,538 $5.1M
Nuveen, LLC 0.00% Add +19.2% 80,322 $4.7M
Qube Research & Technologies Ltd 0.00% Add +41.0% 74,260 $4.4M
Goldman Sachs Group Inc. 0.00% Reduce -19.1% 73,456 $4.3M
LSV Asset Management 0.01% Reduce -0.1% 69,593 $4.1M
Commonwealth Equity Services, LLC 0.01% Reduce -3.6% 67,349 $4.0M
Bridgeway Capital Management, LLC 0.06% Reduce -2.1% 53,793 $3.2M
Vanguard Fiduciary Trust Co. 0.00% Add +2.5% 46,465 $2.7M
Vanguard Portfolio Management LLC 0.00% Add +5.5% 40,981 $2.4M
Empowered Funds, LLC 0.01% Add +7.5% 32,191 $1.9M
Algert Global LLC 0.02% Add +13.3% 31,421 $1.8M
Morgan Stanley 0.00% Reduce -8.4% 30,321 $1.8M
Trexquant Investment LP 0.01% Reduce -4.4% 28,856 $1.7M
Informed Momentum Co LLC 0.14% Reduce -4.0% 26,981 $1.6M
Innovative Asset Advisors Group, LLC 0.69% New 26,901 $1.6M
JPMorgan Chase & Co. 0.00% Add +6.6% 24,967 $1.5M
Arrowstreet Capital, Limited Partnership 0.00% No change 24,902 $1.5M
Alliancebernstein L.P. 0.00% Add +5.2% 28,681 $1.4M
Bank of New York Mellon Corp 0.00% Add +5.1% 23,446 $1.4M
Sei Investments Co. 0.00% Reduce -44.1% 23,124 $1.4M
Corient Private Wealth LP 0.00% Add +1.5% 22,223 $1.3M
Bank of America Corp. 0.00% Add +49.6% 21,835 $1.3M
Summit Trail Advisors, LLC 0.02% No change 21,323 $1.3M
Charles Schwab Investment Management Inc. 0.00% Add +0.6% 19,818 $1.2M
Kennedy Capital Management LLC 0.02% Reduce -24.4% 18,894 $1.1M
Captrust Financial Advisors 0.00% Add +3.0% 17,598 $1.0M
Citadel Advisors 0.00% Add +85.7% 16,052 $943K
Integrated Quantitative Investments LLC 0.15% Add +8.3% 15,237 $895K
Barclays PLC 0.00% Reduce -16.4% 14,940 $878K
State of Wisconsin Investment Board 0.00% Reduce -20.1% 14,102 $828K
Mangrove Partners Im, LLC 0.04% Add +9.3% 10,358 $609K
Legato Capital Management LLC 0.05% Add +1.9% 10,167 $597K
Thrivent Financial for Lutherans 0.00% Add +63.4% 9,605 $564K
Russell Investments Group, Ltd. 0.00% Add +1182.0% 9,359 $554K
Sierra Capital LLC 0.05% Add +0.4% 9,402 $552K
Bridge City Capital, LLC 0.12% Reduce -8.8% 9,130 $536K
Invesco Ltd. 0.00% Add +32.3% 8,362 $491K
UBS Group AG 0.00% Reduce -23.3% 8,290 $487K
Rhumbline Advisers 0.00% Reduce -12.3% 7,967 $468K
Occudo Quantitative Strategies LP 0.02% Add +78.4% 7,843 $461K
XTX Topco Ltd 0.01% New 7,690 $452K
FMR LLC 0.00% Add +78.3% 7,597 $446K
Martingale Asset Management L P 0.01% Reduce -42.6% 7,427 $436K
Wells Fargo & Company 0.00% Add +47.0% 7,406 $435K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +8.8% 6,911 $406K
Mariner, LLC 0.00% New 6,576 $386K
Deutsche Bank AG 0.00% Add +27.7% 5,922 $348K
Prudential Financial Inc. 0.00% Reduce -55.9% 5,820 $342K
AE Wealth Management LLC 0.00% Add +10.5% 5,644 $332K
Essex Financial Services, Inc. 0.02% Add +0.4% 5,634 $331K
Point72 Asset Management 0.00% Reduce -21.5% 5,355 $315K
Ieq Capital, LLC 0.00% New 5,174 $304K
T. Rowe Price Associates Inc. 0.00% Reduce -9.3% 5,112 $301K
Mercer Global Advisors Inc. 0.00% New 5,025 $295K
Canada Pension Plan Investment Board 0.00% No change 5,000 $294K
Kestra Private Wealth Services, LLC 0.00% Add +0.3% 4,959 $291K
Daytona Street Capital LLC 0.21% No change 5,000 $289K
HSBC Holdings PLC 0.00% Reduce -77.0% 4,573 $268K
Creative Planning 0.00% New 4,519 $265K
Janney Montgomery Scott LLC 0.00% New 4,500 $264K
Royal Bank of Canada 0.00% Add +4.2% 4,317 $254K
MetLife Investment Management, LLC 0.00% No change 4,029 $237K
Gsa Capital Partners LLP 0.01% New 3,993 $235K
PDT Partners, LLC 0.01% New 4,000 $235K
Los Angeles Capital Management LLC 0.00% No change 3,850 $226K
Beese Fulmer Investment Management, Inc. 0.01% New 3,696 $217K
Engineers Gate Manager LP 0.00% New 3,590 $211K
SG Americas Securities, LLC 0.00% New 3,578 $210K
Tidal Investments LLC 0.00% Reduce -69.2% 3,545 $208K
New York State Common Retirement Fund 0.00% No change 3,351 $197K
Citigroup Inc. 0.00% Add +604.6% 3,213 $189K
Vanguard Global Advisers, LLC 0.00% No change 3,042 $179K
Assetmark, Inc. 0.00% No change 3,000 $176K
Key Financial Inc 0.03% No change 2,900 $170K
BNP Paribas Financial Markets 0.00% Reduce -12.1% 2,876 $169K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -11.7% 2,794 $164K
US Bancorp \de 0.00% No change 1,689 $99K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,492 $88K
Tower Research Capital LLC (TRC) 0.00% Reduce -53.2% 818 $48K
Mirae Asset Global Investments Co., Ltd. 0.00% New 762 $45K
Legal & General Group Plc 0.00% No change 637 $37K
Ameritas Investment Partners, Inc. 0.00% No change 557 $33K
Capital Advisors, Ltd. LLC 0.00% No change 458 $27K
State of Alaska, Department of Revenue 0.00% No change 429 $25K
Allworth Financial LP 0.00% Add +256.3% 253 $15K
Arax Advisory Partners 0.00% Add +648.5% 247 $15K
IFP Advisors, Inc 0.00% Add +1090.0% 119 $7K
Sterling Capital Management LLC 0.00% Reduce -43.9% 110 $6K
PNC Financial Services Group, Inc. 0.00% Add +49.1% 85 $5K
California State Teachers Retirement System 0.00% Reduce -76.7% 84 $5K
GAMMA Investing LLC 0.00% No change 63 $4K
Rothschild Investment LLC 0.00% Add +67.7% 57 $3K
Essential Partners LLC 0.00% Reduce -32.9% 53 $3K
Fortitude Family Office, LLC 0.00% Add +4.8% 44 $3K
Farther Finance Advisors, LLC 0.00% Add +13.2% 43 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +95.5% 43 $3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 36 $2K
EverSource Wealth Advisors, LLC 0.00% Add +138.5% 31 $2K
Osaic Holdings, Inc. 0.00% No change 30 $2K
Optiver Holding B.V. 0.00% Reduce -68.6% 22 $1K
Nisa Investment Advisors, LLC 0.00% No change 18 $1K
Cornerstone Planning Group LLC 0.00% No change 17 $1K
Covestor Ltd 0.00% New 9 $1K
Parallel Advisors, LLC 0.00% Reduce -58.5% 17 $999
Clearstead Advisors, LLC 0.00% New 15 $882
SJS Investment Consulting Inc. 0.00% Add +33.3% 12 $705
Basecamp Wealth Advisors LLC 0.00% Add +71.4% 12 $705
Jones Financial Companies LLLP 0.00% New 9 $538
Wealth Enhancement Trust Services, Inc. 0.00% New 8 $470
True Wealth Design, LLC 0.00% Add +40.0% 7 $412
JPL Wealth Management, LLC 0.00% No change 5 $294

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