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BWFG

Bankwell Financial Group, Inc.
$58.60 -1.64 (-2.72%) At close · Jul 2
Market Cap
$467.23M
Shares
7,973,180

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 118
Total Value: $180,997,948
Total Shares: 3,730,371
Showing 1–100 of 118 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 118 13F filers
Top Holder
12.9%
Jun 2023 → Mar 2026 · range 12.9% – 15.8%
of institutional value
Top 5
37.9%
Jun 2023 → Mar 2026 · range 37.9% – 54.3%
of institutional value
Top 10
54.5%
Jun 2023 → Mar 2026 · range 54.5% – 75.2%
of institutional value
HHI
458
Jun 2023 → Mar 2026 · range 458 – 765
Broadly held
Showing 100 of 118
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $23,304,397 12.88% 480,305
Mega DIMENSIONAL FUND ADVISORS LP $15,489,572 8.56% 319,241
Mega VANGUARD CAPITAL MANAGEMENT LLC $13,726,890 7.58% 282,912
Small Pacific Ridge Capital Partners, LLC $8,151,360 4.50% 168,000
Large ACADIAN ASSET MANAGEMENT LLC $7,990,176 4.41% 164,678
Mega GEODE CAPITAL MANAGEMENT, LLC $7,579,599 4.19% 156,216
Mega STATE STREET CORP $6,347,677 3.51% 130,826
Small Siena Capital Partners GP, LLC $5,635,015 3.11% 116,138
Large RENAISSANCE TECHNOLOGIES LLC $5,218,228 2.88% 107,548
Small GM Advisory Group, LLC $5,167,282 2.85% 106,498
Mega AMERICAN CENTURY COMPANIES INC $5,142,683 2.84% 105,991
Mid Hillsdale Investment Management Inc. $5,138,268 2.84% 105,900
Small BANC FUNDS CO LLC $4,678,443 2.58% 96,423
Mega GOLDMAN SACHS GROUP INC $4,403,674 2.43% 90,760
Mega TWO SIGMA INVESTMENTS, LP $4,127,596 2.28% 85,070
Large COMMONWEALTH EQUITY SERVICES, LLC $3,388,491 1.87% 69,837
Large LSV ASSET MANAGEMENT $3,381,844 1.87% 69,700
Mega Nuveen, LLC $3,269,858 1.81% 67,392
Mega NORTHERN TRUST CORP Bank $3,217,699 1.78% 66,317
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,665,882 1.47% 54,944
Large Qube Research & Technologies Ltd $2,555,111 1.41% 52,661
Mega AQR CAPITAL MANAGEMENT LLC $2,473,063 1.37% 50,970
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,199,071 1.21% 45,323
Large SEI INVESTMENTS CO $2,005,913 1.11% 41,342
Mega MORGAN STANLEY $1,606,299 0.89% 33,106
Large Trexquant Investment LP $1,463,896 0.81% 30,171
Large Empowered Funds, LLC $1,452,785 0.80% 29,942
Small Informed Momentum Co LLC $1,363,023 0.75% 28,092
Mid ALGERT GLOBAL LLC $1,345,944 0.74% 27,740
Mega ALLIANCEBERNSTEIN L.P. $1,322,703 0.73% 27,261
Mid KENNEDY CAPITAL MANAGEMENT LLC $1,213,145 0.67% 25,003
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1,208,245 0.67% 24,902
Mega JPMORGAN CHASE & CO $1,135,949 0.63% 23,412
Mega Bank of New York Mellon Corp Bank $1,082,529 0.60% 22,311
Large Corient Private Wealth LLC $1,062,733 0.59% 21,903
Mid Summit Trail Advisors, LLC $1,034,591 0.57% 21,323
Mega HSBC HOLDINGS PLC $964,092 0.53% 19,870
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $955,844 0.53% 19,700
Mega MILLENNIUM MANAGEMENT LLC $955,358 0.53% 19,690
Mega BARCLAYS PLC $867,536 0.48% 17,880
Large STATE OF WISCONSIN INVESTMENT BOARD $856,183 0.47% 17,646
Large CAPTRUST FINANCIAL ADVISORS $829,303 0.46% 17,092
Mega BANK OF AMERICA CORP /DE/ Bank $708,294 0.39% 14,598
Small Integrated Quantitative Investments LLC $682,676 0.38% 14,070
Large PRUDENTIAL FINANCIAL INC $639,978 0.35% 13,190
Mid MARTINGALE ASSET MANAGEMENT L P $628,139 0.35% 12,946
Large Tidal Investments LLC $558,853 0.31% 11,518
Mega UBS Group AG $524,597 0.29% 10,812
Small Bridge City Capital, LLC $485,491 0.27% 10,006
Mid Legato Capital Management LLC $484,278 0.27% 9,981
Mid MANGROVE PARTNERS IM, LLC $459,678 0.25% 9,474
Small Sierra Capital LLC $454,389 0.25% 9,365
Mega RHUMBLINE ADVISERS $440,949 0.24% 9,088
Mega CITADEL ADVISORS LLC $419,406 0.23% 8,644
Mid Jump Financial, LLC $338,572 0.19% 6,978
Large Point72 Asset Management, L.P. $330,954 0.18% 6,821
Large Connor, Clark & Lunn Investment Management Ltd. $308,102 0.17% 6,350
Mega Invesco Ltd. $306,645 0.17% 6,320
Large Thrivent Financial for Lutherans $285,152 0.16% 5,877
Large Squarepoint Ops LLC $273,458 0.15% 5,636
Mega PRICE T ROWE ASSOCIATES INC /MD/ $273,410 0.15% 5,635
Mid Essex Financial Services, Inc. $272,245 0.15% 5,611
Mid AE Wealth Management LLC $247,728 0.14% 5,106
Mega WELLS FARGO & COMPANY/MN $244,443 0.14% 5,038
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $242,600 0.13% 5,000
Small Daytona Street Capital LLC $242,600 0.13% 5,000
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $239,882 0.13% 4,944
Mega DEUTSCHE BANK AG\ Bank $224,938 0.12% 4,636
Mega FRANKLIN RESOURCES INC $220,523 0.12% 4,545
Mid OCCUDO QUANTITATIVE STRATEGIES LP $213,293 0.12% 4,396
Mega FMR LLC $206,695 0.11% 4,260
Mega ROYAL BANK OF CANADA Bank $200,969 0.11% 4,142
Large MetLife Investment Management, LLC $195,487 0.11% 4,029
Large LOS ANGELES CAPITAL MANAGEMENT LLC $186,802 0.10% 3,850
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $162,590 0.09% 3,351
Mega BNP PARIBAS ARBITRAGE, SA $158,805 0.09% 3,273
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $153,517 0.08% 3,164
Mega Vanguard Global Advisers, LLC $147,597 0.08% 3,042
Large ASSETMARK, INC $145,560 0.08% 3,000
Small Key Financial Inc $140,708 0.08% 2,900
Large CWM, LLC $92,867 0.05% 1,914
Mid Tower Research Capital LLC (TRC) $84,764 0.05% 1,747
Large US BANCORP \DE\ Bank $81,950 0.05% 1,689
Large Police & Firemen's Retirement System of New Jersey Pension $72,391 0.04% 1,492
Large Russell Investments Group, Ltd. $35,419 0.02% 730
Mega Legal & General Group Plc $30,907 0.02% 637
Mid Ameritas Investment Partners, Inc. $27,025 0.01% 557
Small Capital Advisors, Ltd. LLC $22,222 0.01% 458
Mega CITIGROUP INC $22,124 0.01% 456
Mid State of Alaska, Department of Revenue $20,815 0.01% 429
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $17,467 0.01% 360
Mid Sterling Capital Management LLC $9,509 0.01% 196
Mid QUADRANT CAPITAL GROUP LLC $6,113 0.00% 126
Small Kemnay Advisory Services Inc. $5,773 0.00% 119
Mid MAI Capital Management $3,881 0.00% 80
Small Essential Partners LLC $3,833 0.00% 79
Mid Allworth Financial LP $3,444 0.00% 71
Mid Optiver Holding B.V. $3,396 0.00% 70
Mid GAMMA Investing LLC $3,056 0.00% 63
Mega PNC FINANCIAL SERVICES GROUP, INC. $2,764 0.00% 57
Key facts CIK 1505732 CUSIP 06654A103 13F (30d) 2 filings 2 filers Visit website Investor relations

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