FINWISE BANCORP (FINW)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
69
Reporting holders
$60.3M
Reported value
29.4%
Of shares outstanding
0.0%
Held as options
+13
Holder change
Institutions report 4,080,582 shares against 13,882,680 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 |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $12.9M | 814,507 | 0.00% | 19q | +1.8%+$232.0K |
| BlackRock, Inc. | $7.5M | 520,593 | 0.00% | 8q | +14.1%+$933.1K |
| WASATCH ADVISORS LP | $7.3M | 502,201 | 0.05% | 8q | -16.6%-$1.4M |
| US BANCORP \DE\ | $6.8M | 469,048 | 0.01% | 11q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.7M | 391,576 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $3.3M | 228,504 | 0.00% | 17q | +14.3%+$413.8K |
| DIMENSIONAL FUND ADVISORS LP | $1.7M | 118,796 | 0.00% | 14q | +4.7%+$77.0K |
| STATE STREET CORP | $1.3M | 86,864 | 0.00% | 15q | -1.1%-$13.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.1M | 75,737 | 0.02% | 17q | -9.7%-$118.2K |
| NORTHERN TRUST CORP | $1.1M | 75,480 | 0.00% | 10q | +11.2%+$110.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $946.3K | 65,259 | 0.00% | 2q | +19.6%+$155.1K |
| VANGUARD FIDUCIARY TRUST CO | $927.2K | 63,942 | 0.00% | 2q | +8.2%+$70.2K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $788.3K | 54,364 | 0.03% | 19q | HELD |
| PMC FIG Opportunities LLC | $725.0K | 50,000 | 1.16% | new | NEW |
| MORGAN STANLEY | $590.3K | 40,710 | 0.00% | 7q | +888.8%+$530.6K |
| SMITH, MOORE & CO. | $551.0K | 38,000 | 0.04% | 19q | HELD |
| Militia Capital Management LLC | $515.9K | 35,576 | 0.02% | 2q | -43.4%-$395.3K |
| Tempus Wealth Planning, LLC | $406.3K | 28,022 | 0.08% | 6q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $405.2K | 27,944 | 0.00% | 5q | +13.4%+$47.8K |
| Sixth Street Partners Management Company, L.P. | $405.2K | 27,944 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $374.1K | 25,800 | 0.00% | 18q | -7.9%-$32.3K |
| GOLDMAN SACHS GROUP INC | $371.2K | 25,598 | 0.00% | 4q | -31.3%-$168.9K |
| Arcus Capital Partners, LLC | $364.5K | 25,140 | 0.15% | 3q | +92.3%+$175.0K |
| SCOGGIN MANAGEMENT LP | $362.5K | 25,000 | 0.04% | new | NEW |
| EP Wealth Advisors, LLC | $345.2K | 23,806 | 0.00% | 3q | HELD |
| Empowered Funds, LLC | $341.3K | 23,537 | 0.00% | 13q | HELD |
| Bank of New York Mellon Corp | $306.0K | 21,105 | 0.00% | 5q | +9.5%+$26.6K |
| NORDEN GROUP LLC | $245.4K | 16,921 | 0.02% | 12q | HELD |
| STEPHENS INC /AR/ | $233.9K | 16,129 | 0.00% | 3q | HELD |
| STRS OHIO | $214.6K | 14,800 | 0.00% | new | NEW |
| Nuveen, LLC | $206.1K | 14,211 | 0.00% | 5q | +20.5%+$35.1K |
| Global Retirement Partners, LLC | $178.3K | 12,298 | 0.00% | 4q | -54.5%-$213.2K |
| Squarepoint Ops LLC | $174.1K | 12,010 | 0.00% | new | NEW |
| IFP Advisors, Inc | $174.0K | 12,000 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $167.1K | 11,523 | 0.00% | new | NEW |
| LPL Financial LLC | $153.2K | 10,565 | 0.00% | 4q | -30.1%-$66.0K |
| DEUTSCHE BANK AG\ | $138.9K | 9,580 | 0.00% | 4q | -19.0%-$32.6K |
| WELLS FARGO & COMPANY/MN | $123.9K | 8,547 | 0.00% | 5q | +24.4%+$24.3K |
| RHUMBLINE ADVISERS | $94.6K | 6,526 | 0.00% | 5q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $89.7K | 6,189 | 0.00% | 3q | -12.7%-$13.1K |
| CITIGROUP INC | $65.4K | 4,509 | 0.00% | 11q | +619.1%+$56.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $64.4K | 4,441 | 0.00% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $63.8K | 4,400 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $60.9K | 4,153 | 0.00% | 5q | +8.0%+$4.5K |
| Vanguard Global Advisers, LLC | $60.2K | 4,152 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $59.3K | 4,091 | 0.00% | 8q | -19.4%-$14.3K |
| Russell Investments Group, Ltd. | $53.7K | 3,706 | 0.00% | 4q | +384.4%+$42.6K |
| GLOBEFLEX CAPITAL L P | $47.9K | 3,300 | 0.01% | 11q | -75.3%-$145.5K |
| Police & Firemen's Retirement System of New Jersey | $29.8K | 2,052 | 0.00% | 5q | HELD |
| UBS Group AG | $24.7K | 1,705 | 0.00% | 10q | +11.1%+$2.5K |
| BNP PARIBAS FINANCIAL MARKETS | $22.9K | 1,582 | 0.00% | 5q | -37.7%-$13.9K |
| Tower Research Capital LLC (TRC) | $22.6K | 1,562 | 0.00% | 4q | -38.3%-$14.1K |
| FMR LLC | $14.3K | 986 | 0.00% | 4q | +8116.7%+$14.1K |
| Ameritas Investment Partners, Inc. | $13.4K | 925 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $11.9K | 820 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $9.0K | 594 | 0.00% | 3q | +1463.2%+$8.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $7.2K | 497 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.3K | 279 | 0.00% | new | NEW |
| Arax Advisory Partners | $2.6K | 180 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $1.3K | 92 | 0.00% | 5q | -41.8% |
| GAMMA Investing LLC | $1.1K | 73 | 0.00% | 4q | -14.1% |
| Allworth Financial LP | $566 | 39 | 0.00% | 2q | +1850.0% |
| Essential Partners LLC | $537 | 37 | 0.00% | 4q | +3600.0% |
| Integrated Wealth Concepts LLC | $280 | 19 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $234 | 16 | 0.00% | 2q | +700.0% |
| GSA CAPITAL PARTNERS LLP | $198 | 13,652 | 0.01% | new | NEW |
| True Wealth Design, LLC | $145 | 10 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $102 | 7 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $29 | 2 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $15 | 1 | 0.00% | new | NEW |
| Covestor Ltd | $1 | 50 | 0.00% | 2q | +56.2% |
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 | 69 | $60.3M | 4,080,582 | 15 | 22 | 16 | 0.0% |
| Q1 2026 | 56 | $63.2M | 3,882,901 | 4 | 17 | 18 | 0.0% |
| Q4 2025 | 56 | $72.7M | 4,050,962 | 7 | 22 | 13 | 0.0% |
| Q3 2025 | 51 | $80.0M | 4,132,871 | 10 | 12 | 11 | 0.0% |
| Q2 2025 | 44 | $61.0M | 4,063,002 | 18 | 15 | 5 | 0.0% |
| Q1 2025 | 38 | $65.5M | 3,741,786 | 8 | 17 | 7 | 0.0% |
| Q4 2024 | 35 | $54.9M | 3,435,160 | 7 | 14 | 3 | 0.0% |
| Q3 2024 | 29 | $47.0M | 3,011,526 | 4 | 8 | 6 | 0.0% |
| Q2 2024 | 28 | $26.8M | 2,623,546 | 2 | 7 | 14 | 0.0% |
| Q1 2024 | 29 | $27.6M | 2,745,225 | 5 | 12 | 5 | 0.0% |
| Q4 2023 | 31 | $39.9M | 2,787,296 | 11 | 9 | 9 | 0.0% |
| Q3 2023 | 22 | $22.3M | 2,576,152 | 3 | 10 | 7 | 0.0% |
| Q2 2023 | 21 | $23.9M | 2,674,031 | 2 | 7 | 5 | 0.0% |
| Q1 2023 | 17 | $25.3M | 2,867,195 | 1 | 6 | 2 | 0.0% |
| Q4 2022 | 20 | $27.8M | 3,003,857 | 3 | 5 | 8 | 0.0% |
| Q3 2022 | 23 | $29.6M | 3,280,750 | 4 | 6 | 4 | 0.0% |
| Q2 2022 | 23 | $29.8M | 3,197,193 | 6 | 5 | 8 | 0.0% |
| Q1 2022 | 24 | $59.2M | 3,444,380 | 12 | 4 | 7 | 0.0% |
| Q4 2021 | 15 | $47.3M | 3,429,691 | 15 | 0 | 0 | 0.0% |