Tamarly Intelligence

Who Holds Bankwell Financial Group, Inc. (BWFG)? 127 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 127 holders, $218 million in total.

Largest holders

The 100 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
BlackRock, Inc.493,180$29 million+3%13F
DIMENSIONAL FUND ADVISORS LP329,747$19 million+3%13F
VANGUARD CAPITAL MANAGEMENT LLC277,398$16 million-2%13F
GEODE CAPITAL MANAGEMENT, LLC167,476$10 million+7%13F
Pacific Ridge Capital Partners, LLC166,709$10 million-1%13F
AMERICAN CENTURY COMPANIES INC158,198$9 million+49%13F
STATE STREET CORP146,182$9 million+12%13F
TWO SIGMA INVESTMENTS, LP118,419$7 million+39%13F
Siena Capital Partners GP, LLC116,138$7 million+0%13F
Hillsdale Investment Management Inc.111,000$7 million+5%13F
AQR CAPITAL MANAGEMENT LLC108,960$6 million+114%13F
NORTHERN TRUST CORP94,520$6 million+43%13F
RENAISSANCE TECHNOLOGIES LLC93,748$6 million-13%13F
BANC FUNDS CO LLC90,423$5 million-6%13F
Wealthspire Advisors, LLC87,538$5 millionNew13F
Nuveen, LLC80,322$5 million+19%13F
Qube Research & Technologies Ltd74,260$4 million+41%13F
GOLDMAN SACHS GROUP INC73,456$4 million-19%13F
COMMONWEALTH EQUITY SERVICES, LLC67,349$4 million-4%13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC53,793$3 million-2%13F
VANGUARD FIDUCIARY TRUST CO46,465$3 million+3%13F
VANGUARD PORTFOLIO MANAGEMENT LLC40,981$2 million+6%13F
Empowered Funds, LLC32,191$2 million+8%13F
ALGERT GLOBAL LLC31,421$2 million+13%13F
MORGAN STANLEY30,321$2 million-8%13F
Trexquant Investment LP28,856$2 million-4%13F
Informed Momentum Co LLC26,981$2 million-4%13F
Innovative Asset Advisors Group, LLC26,901$2 millionNew13F
JPMORGAN CHASE & CO24,967$1 million+7%13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP24,902$1 million+0%13F
ALLIANCEBERNSTEIN L.P.28,681$1 million+5%13F
Bank of New York Mellon Corp23,446$1 million+5%13F
SEI INVESTMENTS CO23,124$1 million-44%13F
Corient Private Wealth LP22,223$1 million+1%13F
BANK OF AMERICA CORP /DE/21,835$1 million+50%13F
Summit Trail Advisors, LLC21,323$1 million+0%13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC19,818$1 million+1%13F
KENNEDY CAPITAL MANAGEMENT LLC18,894$1 million-24%13F
CAPTRUST FINANCIAL ADVISORS17,598$1 million+3%13F
CITADEL ADVISORS LLC16,052$943,055+86%13F
Integrated Quantitative Investments LLC15,237$895,174+8%13F
BARCLAYS PLC14,940$877,725-16%13F
STATE OF WISCONSIN INVESTMENT BOARD14,102$828,493-20%13F
MANGROVE PARTNERS IM, LLC10,358$608,533+9%13F
Legato Capital Management LLC10,167$597,311+2%13F
Russell Investments Group, Ltd.9,359$554,141+1182%13F
Sierra Capital LLC9,402$552,338+0%13F
Bridge City Capital, LLC9,130$536,388-9%13F
Invesco Ltd.8,362$491,268+32%13F
UBS Group AG8,290$487,038-23%13F
RHUMBLINE ADVISERS7,967$468,057-12%13F
OCCUDO QUANTITATIVE STRATEGIES LP7,843$460,776+78%13F
XTX Topco Ltd7,690$451,788New13F
FMR LLC7,597$446,324+78%13F
MARTINGALE ASSET MANAGEMENT L P7,427$436,337-43%13F
WELLS FARGO & COMPANY/MN7,406$435,090+47%13F
Connor, Clark & Lunn Investment Management Ltd.6,911$406,021+9%13F
Mariner, LLC6,576$386,380New13F
DEUTSCHE BANK AG\5,922$347,918+28%13F
PRUDENTIAL FINANCIAL INC5,820$341,925-56%13F
AE Wealth Management LLC5,644$331,656+11%13F
Essex Financial Services, Inc.5,634$330,998+0%13F
Point72 Asset Management, L.P.5,355$314,606-21%13F
IEQ CAPITAL, LLC5,174$303,973New13F
MERCER GLOBAL ADVISORS INC /ADV5,025$295,219New13F
CANADA PENSION PLAN INVESTMENT BOARD5,000$293,750+0%13F
KESTRA PRIVATE WEALTH SERVICES, LLC4,959$291,315+0%13F
Daytona Street Capital LLC5,000$288,850+0%13F
HSBC HOLDINGS PLC4,573$268,252-77%13F
Creative Planning4,519$265,491New13F
ROYAL BANK OF CANADA4,317$254,000+4%13F
MetLife Investment Management, LLC4,029$236,704+0%13F
PDT Partners, LLC4,000$235,000New13F
LOS ANGELES CAPITAL MANAGEMENT LLC3,850$226,188+0%13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,696$217,140New13F
Engineers Gate Manager LP3,590$210,913New13F
Tidal Investments LLC3,545$208,269-69%13F
NEW YORK STATE COMMON RETIREMENT FUND3,351$196,871+0%13F
CITIGROUP INC3,213$188,764+605%13F
Vanguard Global Advisers, LLC3,042$178,718+0%13F
ASSETMARK, INC3,000$176,250+0%13F
Key Financial Inc2,900$170,375+0%13F
BNP PARIBAS FINANCIAL MARKETS2,876$168,965-12%13F
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,794$164,148-12%13F
US BANCORP \DE\1,689$99,229+0%13F
Police & Firemen's Retirement System of New Jersey1,492$87,655+0%13F
Tower Research Capital LLC (TRC)818$48,058-53%13F
Mirae Asset Global Investments Co., Ltd.762$44,768New13F
Legal & General Group Plc637$37,424+0%13F
Ameritas Investment Partners, Inc.557$32,724+0%13F
Integrated Wealth Concepts LLC371$21,804New13F
Allworth Financial LP253$14,864+256%13F
Arax Advisory Partners247$14,511+648%13F
ACADIAN ASSET MANAGEMENT LLC232,761$13,666+41%13F
IFP Advisors, Inc119$6,991+1090%13F
Sterling Capital Management LLC110$6,463-44%13F
PNC Financial Services Group, Inc.85$4,995+49%13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM84$4,935-77%13F
LSV ASSET MANAGEMENT69,593$4,0890%13F
GAMMA Investing LLC63$3,701+0%13F

Questions and answers

How many institutions hold Bankwell Financial Group, Inc.?
127 managers reported Bankwell Financial Group, Inc. on Form 13F for the quarter ended 30 June 2026, against 119 the quarter before.
Who is the largest institutional holder of Bankwell Financial Group, Inc.?
BlackRock, Inc., with 493,180 shares worth $29 million on its 13F for Q2 2026.
How many institutions bought or sold out of Bankwell Financial Group, Inc. in Q2 2026?
19 managers reported a new position and 11 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Bankwell Financial Group, Inc., Q2 2026", https://app.tamarly.ai/holders/bankwell-financial, built from SEC EDGAR.

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