BANKWELL FINL GROUP INC (BWFG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
117
Reporting holders
$221.2M
Reported value
47.3%
Of shares outstanding
0.0%
Held as options
+6
Holder change
Institutions report 3,769,498 shares against 7,971,972 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $29.0M | 493,180 | 0.00% | 8q | +2.7%+$756.4K |
| DIMENSIONAL FUND ADVISORS LP | $19.4M | 329,747 | 0.00% | 31q | +3.3%+$617.3K |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.3M | 277,398 | 0.00% | 2q | -1.9%-$323.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.8M | 167,476 | 0.00% | 31q | +7.2%+$661.7K |
| Pacific Ridge Capital Partners, LLC | $9.8M | 166,709 | 1.78% | 13q | -0.8%-$75.8K |
| AMERICAN CENTURY COMPANIES INC | $9.3M | 158,198 | 0.00% | 22q | +49.3%+$3.1M |
| STATE STREET CORP | $8.6M | 146,182 | 0.00% | 31q | +11.7%+$902.2K |
| TWO SIGMA INVESTMENTS, LP | $7.0M | 118,419 | 0.01% | 4q | +39.2%+$2.0M |
| Siena Capital Partners GP, LLC | $6.8M | 116,138 | 1.65% | 31q | HELD |
| Hillsdale Investment Management Inc. | $6.5M | 111,000 | 0.15% | 4q | +4.8%+$299.6K |
| AQR CAPITAL MANAGEMENT LLC | $6.4M | 108,960 | 0.00% | 5q | +113.8%+$3.4M |
| NORTHERN TRUST CORP | $5.6M | 94,520 | 0.00% | 31q | +42.5%+$1.7M |
| RENAISSANCE TECHNOLOGIES LLC | $5.5M | 93,748 | 0.01% | 31q | -12.8%-$810.8K |
| BANC FUNDS CO LLC | $5.3M | 90,423 | 0.88% | 31q | -6.2%-$352.5K |
| Wealthspire Advisors, LLC | $5.1M | 87,538 | 0.03% | new | NEW |
| Nuveen, LLC | $4.7M | 80,322 | 0.00% | 6q | +19.2%+$759.6K |
| Qube Research & Technologies Ltd | $4.4M | 74,260 | 0.00% | 3q | +41.0%+$1.3M |
| GOLDMAN SACHS GROUP INC | $4.3M | 73,456 | 0.00% | 16q | -19.1%-$1.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 67,349 | 0.00% | 6q | -3.6%-$146.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.2M | 53,793 | 0.06% | 22q | -2.1%-$67.6K |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 46,465 | 0.00% | 2q | +2.5%+$67.1K |
| Corient Private Wealth LP | $2.6M | 43,808 | 0.00% | 4q | +100.0%+$1.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4M | 40,981 | 0.00% | 2q | +5.5%+$126.4K |
| Empowered Funds, LLC | $1.9M | 32,191 | 0.01% | 13q | +7.5%+$132.1K |
| ALGERT GLOBAL LLC | $1.8M | 31,421 | 0.02% | 4q | -43.4%-$1.4M |
| MORGAN STANLEY | $1.8M | 30,321 | 0.00% | 35q | -8.4%-$163.6K |
| Trexquant Investment LP | $1.7M | 28,856 | 0.01% | 6q | -4.4%-$77.3K |
| Informed Momentum Co LLC | $1.6M | 26,981 | 0.14% | 4q | -4.0%-$65.3K |
| Innovative Asset Advisors Group, LLC | $1.6M | 26,901 | 0.69% | new | NEW |
| JPMORGAN CHASE & CO | $1.5M | 24,967 | 0.00% | 31q | +6.6%+$93.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.5M | 24,902 | 0.00% | 8q | HELD |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 28,681 | 0.00% | 2q | +5.2%+$68.9K |
| Bank of New York Mellon Corp | $1.4M | 23,446 | 0.00% | 31q | +5.1%+$66.7K |
| SEI INVESTMENTS CO | $1.4M | 23,124 | 0.00% | 3q | -44.1%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $1.3M | 21,835 | 0.00% | 31q | +49.6%+$425.2K |
| Summit Trail Advisors, LLC | $1.3M | 21,323 | 0.02% | 27q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2M | 19,818 | 0.00% | 17q | +0.6%+$6.9K |
| Sixth Street Partners Management Company, L.P. | $1.2M | 19,818 | 0.00% | new | NEW |
| KENNEDY CAPITAL MANAGEMENT LLC | $1.1M | 18,894 | 0.02% | 12q | -24.4%-$358.9K |
| CAPTRUST FINANCIAL ADVISORS | $1.0M | 17,598 | 0.00% | 20q | +3.0%+$29.7K |
| CITADEL ADVISORS LLC | $943.1K | 16,052 | 0.00% | 12q | +85.7%+$435.2K |
| Integrated Quantitative Investments LLC | $895.2K | 15,237 | 0.15% | 3q | +8.3%+$68.6K |
| BARCLAYS PLC | $877.7K | 14,940 | 0.00% | 17q | -16.4%-$172.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $828.5K | 14,102 | 0.00% | 4q | -20.1%-$208.2K |
| MANGROVE PARTNERS IM, LLC | $608.5K | 10,358 | 0.04% | 2q | +9.3%+$51.9K |
| Legato Capital Management LLC | $597.3K | 10,167 | 0.05% | 3q | +1.9%+$10.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $590.4K | 10,050 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $554.1K | 9,359 | 0.00% | 8q | +1182.1%+$510.9K |
| Sierra Capital LLC | $552.3K | 9,402 | 0.05% | 22q | HELD |
| Bridge City Capital, LLC | $536.4K | 9,130 | 0.12% | 11q | -8.8%-$51.5K |
| Invesco Ltd. | $491.3K | 8,362 | 0.00% | 4q | +32.3%+$120.0K |
| UBS Group AG | $487.0K | 8,290 | 0.00% | 29q | -23.3%-$148.2K |
| RHUMBLINE ADVISERS | $468.1K | 7,967 | 0.00% | 17q | -12.3%-$65.9K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $460.8K | 7,843 | 0.02% | 4q | +78.4%+$202.5K |
| XTX Topco Ltd | $451.8K | 7,690 | 0.01% | new | NEW |
| FMR LLC | $446.3K | 7,597 | 0.00% | 18q | +78.3%+$196.0K |
| MARTINGALE ASSET MANAGEMENT L P | $436.3K | 7,427 | 0.01% | 2q | -42.6%-$324.2K |
| WELLS FARGO & COMPANY/MN | $435.1K | 7,406 | 0.00% | 31q | -26.5%-$156.9K |
| Connor, Clark & Lunn Investment Management Ltd. | $406.0K | 6,911 | 0.00% | 4q | +8.8%+$33.0K |
| Mariner, LLC | $386.4K | 6,576 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $347.9K | 5,922 | 0.00% | 7q | +27.7%+$75.6K |
| PRUDENTIAL FINANCIAL INC | $341.9K | 5,820 | 0.00% | 4q | -55.9%-$433.0K |
| AE Wealth Management LLC | $331.7K | 5,644 | 0.00% | 3q | +10.5%+$31.6K |
| Essex Financial Services, Inc. | $331.0K | 5,634 | 0.02% | 5q | HELD |
| Point72 Asset Management, L.P. | $314.6K | 5,355 | 0.00% | 3q | -21.5%-$86.1K |
| IEQ CAPITAL, LLC | $304.0K | 5,174 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $293.8K | 5,000 | 0.00% | 3q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $291.3K | 4,959 | 0.00% | 6q | HELD |
| Daytona Street Capital LLC | $288.9K | 5,000 | 0.21% | 3q | HELD |
| HSBC HOLDINGS PLC | $268.3K | 4,573 | 0.00% | 8q | -77.0%-$897.3K |
| Creative Planning | $265.5K | 4,519 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $254.0K | 4,317 | 0.00% | 27q | +4.4%+$10.6K |
| MetLife Investment Management, LLC | $236.7K | 4,029 | 0.00% | 15q | HELD |
| PDT Partners, LLC | $235.0K | 4,000 | 0.01% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $226.2K | 3,850 | 0.00% | 4q | HELD |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $217.1K | 3,696 | 0.01% | new | NEW |
| Engineers Gate Manager LP | $210.9K | 3,590 | 0.00% | new | NEW |
| Tidal Investments LLC | $208.3K | 3,545 | 0.00% | 2q | -69.2%-$468.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | $196.9K | 3,351 | 0.00% | 17q | HELD |
| CITIGROUP INC | $188.8K | 3,213 | 0.00% | 18q | +604.6%+$162.0K |
| Vanguard Global Advisers, LLC | $178.7K | 3,042 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $176.2K | 3,000 | 0.00% | 2q | HELD |
| Key Financial Inc | $170.4K | 2,900 | 0.03% | 23q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $169.0K | 2,876 | 0.00% | 17q | -12.1%-$23.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $164.1K | 2,794 | 0.00% | 9q | -11.7%-$21.7K |
| US BANCORP \DE\ | $99.2K | 1,689 | 0.00% | 31q | HELD |
| Police & Firemen's Retirement System of New Jersey | $87.7K | 1,492 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $48.1K | 818 | 0.00% | 20q | -53.2%-$54.6K |
| Mirae Asset Global Investments Co., Ltd. | $44.8K | 762 | 0.00% | new | NEW |
| Legal & General Group Plc | $37.4K | 637 | 0.00% | 17q | HELD |
| Ameritas Investment Partners, Inc. | $32.7K | 557 | 0.00% | 17q | HELD |
| Integrated Wealth Concepts LLC | $21.8K | 371 | 0.00% | new | NEW |
| Allworth Financial LP | $14.9K | 253 | 0.00% | 5q | +256.3%+$10.7K |
| Arax Advisory Partners | $14.5K | 247 | 0.00% | 2q | +648.5%+$12.6K |
| ACADIAN ASSET MANAGEMENT LLC | $13.7K | 232,761 | 0.02% | 31q | +41.3%+$4.0K |
| IFP Advisors, Inc | $7.0K | 119 | 0.00% | 5q | +1090.0%+$6.4K |
| Sterling Capital Management LLC | $6.5K | 110 | 0.00% | 8q | -43.9%-$5.1K |
| PNC Financial Services Group, Inc. | $5.0K | 85 | 0.00% | 6q | +49.1%+$1.6K |
| LSV ASSET MANAGEMENT | $4.1K | 69,593 | 0.01% | 19q | HELD |
| GAMMA Investing LLC | $3.7K | 63 | 0.00% | 11q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G | BlackRock, Inc. | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 117 | $221.2M | 3,769,498 | 16 | 45 | 31 | 0.0% |
| Q1 2026 | 111 | $170.6M | 3,545,804 | 12 | 40 | 29 | 0.0% |
| Q4 2025 | 101 | $156.3M | 3,437,647 | 16 | 39 | 26 | 0.0% |
| Q3 2025 | 91 | $140.8M | 3,199,384 | 20 | 32 | 17 | 0.0% |
| Q2 2025 | 77 | $104.0M | 2,886,802 | 9 | 26 | 23 | 0.0% |
| Q1 2025 | 70 | $84.0M | 2,784,097 | 9 | 15 | 24 | 0.0% |
| Q4 2024 | 63 | $88.1M | 2,831,366 | 5 | 21 | 11 | 0.0% |
| Q3 2024 | 62 | $78.7M | 2,628,692 | 8 | 22 | 10 | 0.0% |
| Q2 2024 | 57 | $64.1M | 2,527,488 | 5 | 19 | 17 | 0.0% |
| Q1 2024 | 53 | $55.3M | 2,133,009 | 2 | 16 | 17 | 0.0% |
| Q4 2023 | 60 | $67.9M | 2,250,100 | 5 | 21 | 10 | 0.0% |
| Q3 2023 | 56 | $47.4M | 1,950,748 | 5 | 17 | 17 | 0.0% |
| Q2 2023 | 57 | $46.8M | 1,918,589 | 4 | 19 | 22 | 0.0% |
| Q1 2023 | 52 | $45.6M | 1,834,134 | 1 | 20 | 17 | 0.0% |
| Q4 2022 | 55 | $45.1M | 1,531,129 | 7 | 19 | 15 | 0.0% |
| Q3 2022 | 69 | $75.2M | 2,581,330 | 8 | 21 | 20 | 0.0% |
| Q2 2022 | 67 | $81.3M | 2,617,120 | 20 | 22 | 11 | 0.0% |
| Q1 2022 | 55 | $82.1M | 2,426,755 | 8 | 22 | 13 | 0.0% |
| Q4 2021 | 50 | $83.8M | 2,551,170 | 3 | 15 | 14 | 0.0% |
| Q3 2021 | 55 | $77.7M | 2,658,784 | 10 | 14 | 13 | 0.0% |
| Q2 2021 | 52 | $73.5M | 2,657,724 | 16 | 8 | 18 | 0.0% |
| Q1 2021 | 50 | $84.6M | 3,139,123 | 4 | 16 | 15 | 0.0% |
| Q4 2020 | 47 | $77.2M | 3,950,741 | 2 | 16 | 12 | 0.0% |
| Q3 2020 | 48 | $56.4M | 3,963,673 | 1 | 11 | 18 | 0.0% |
| Q2 2020 | 54 | $65.2M | 4,100,375 | 5 | 20 | 15 | 0.0% |
| Q1 2020 | 55 | $62.2M | 3,443,165 | 3 | 18 | 20 | 15.6% |
| Q4 2019 | 56 | $124.5M | 4,318,067 | 3 | 22 | 12 | 0.0% |
| Q3 2019 | 56 | $114.8M | 4,173,769 | 4 | 20 | 13 | 0.0% |
| Q2 2019 | 58 | $120.5M | 4,200,069 | 6 | 23 | 14 | 0.0% |
| Q1 2019 | 57 | $122.1M | 4,182,836 | 5 | 18 | 10 | 0.0% |
| Q4 2018 | 61 | $120.6M | 4,216,072 | 1 | 1 | 1 | 0.0% |