Finwise BancorpFINW

13F holders, Q3 2024 (September 30)
31holders +1
4new positions
3sold out
1famous investor
$15.60avg. 13F price*

At the end of Q3 2024, 31 institutions reported holding Finwise Bancorp (FINW) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were Alliancebernstein L.P. ($16.3M), Vanguard Group Inc. ($6.5M) and Wasatch Advisors LP ($6.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Finwise Bancorp
CUSIP
31813A109
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 32Q1 2024Q2 2024: 30Q2 2024Q3 2024: 31Q3 2024Q4 2024: 35Q4 2024Q1 2025: 41Q1 2025Q2 2025: 46Q2 2025Q3 2025: 54Q3 2025Q4 2025: 59Q4 2025Q1 2026: 56Q1 2026Q2 2026: 69Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$6.7M
Exits3$762K

All 13F filers, Q2 2024 → Q3 2024: 530,856 shares bought and 157,613 shares sold, net +373,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

Alliancebernstein L.P. 0.01% Add +6.0% 1,046,453 $16.3M
Vanguard Group Inc. 0.00% Add +4.4% 415,951 $6.5M
Wasatch Advisors LP 0.03% New 397,994 $6.2M
US Bancorp \de 0.01% No change 351,048 $5.5M
M3F, Inc. 1.29% Reduce -3.6% 268,737 $4.2M
Siena Capital Partners GP, LLC 0.51% No change 113,718 $1.8M
Dimensional Fund Advisors LP 0.00% Add +4.3% 97,881 $1.5M
Geode Capital Management, LLC 0.00% Add +21.7% 91,608 $1.4M
Bridgeway Capital Management, LLC 0.03% Reduce -7.9% 86,648 $1.4M
Emerald Mutual Fund Advisers Trust 0.07% No change 85,424 $1.3M
Renaissance Technologies 0.00% Add +3.4% 48,500 $757K
Susquehanna International Group, LLP 0.00% Reduce -6.6% 48,223 $752K
BlackRock, Inc. 0.00% — 38,223 $596K
Qube Research & Technologies Ltd 0.00% New 26,587 $415K
Gilder Gagnon Howe & Co. LLC 0.00% Reduce -65.8% 26,011 $406K
Smith, Moore & Co. 0.04% No change 25,000 $390K
Empowered Funds, LLC 0.01% Add +5.3% 21,448 $335K
State Street Corp. 0.00% No change 14,285 $223K
Townsquare Capital LLC 0.00% Reduce -1.7% 14,205 $222K
Norden Group LLC 0.03% No change 14,200 $222K
Greenwich Wealth Management LLC 0.01% No change 14,000 $218K
Northern Trust Corp. 0.00% No change 13,117 $205K
LPL Financial LLC 0.00% No change 10,595 $165K
Foundations Investment Advisors, LLC 0.00% Reduce -53.5% 10,052 $157K
Citigroup Inc. 0.00% Add +68.4% 6,876 $107K
Globeflex Capital L P 0.00% No change 3,300 $51K
Barclays PLC 0.00% New 3,035 $47K
Osaic Holdings, Inc. 0.00% New 668 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -54.8% 405 $6K
Bank of America Corp. 0.00% Add +27.3% 70 $1K
UBS Group AG 0.00% No change 1 $16

"% of holder's portfolio" is FINW's weight in each manager's 13F, not the share of Finwise Bancorp the manager owns.