Bankwell Financial Group Ownership | Who Owns Bankwell Financial Group?

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Bankwell Financial Group Ownership Summary

Bankwell Financial Group is owned by 15.55% institutional investors, 12.05% insiders, and 72.40% retail investors. Blackrock is the largest institutional shareholder, holding 5.65% of BWFG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.55% of its assets in Bankwell Financial Group shares.

BWFG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bankwell Financial Group	15.55%	12.05%	72.40%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	433.11K	5.65%	$10.99M
Blackrock funding, inc. /de	429.33K	5.57%	$13.37M
Vanguard group	338.51K	4.39%	$10.54M
Dimensional fund advisors lp	288.87K	3.74%	$9.00M
Banc funds	249.42K	3.23%	$7.77M
Pacific ridge capital partners	174.58K	2.26%	$5.44M
Renaissance	150.25K	1.95%	$4.68M
Geode capital management	148.03K	1.92%	$4.61M
Lsv asset management	115.70K	1.50%	$3.60M
Siena capital partners gp	110.34K	1.43%	$3.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pacific ridge capital partners	174.58K	1.25%	$5.44M
Siena capital partners gp	110.34K	0.95%	$3.44M
Banc funds	249.42K	0.86%	$7.77M
Fourthstone	105.58K	0.64%	$3.29M
Gm advisory group	90.36K	0.16%	$2.81M
Bridge city capital	13.58K	0.11%	$422.92K
Seacrest wealth management	20.04K	0.07%	$624.28K
Bridgeway capital management	54.77K	0.04%	$1.71M
Sierra capital	9.08K	0.03%	$283.00K
Summit trail advisors	25.82K	0.03%	$804.39K

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	105.58K	0.64%	79.67K
Pacific ridge capital partners	174.58K	1.25%	40.46K
Blackrock	433.11K	0.00%	27.02K
Goldman sachs group	51.50K	0.00%	23.76K
Northeast financial consultants	21.90K	0.03%	21.90K

Top Sellers

Holder	Shares	% Assets	Change
Banc funds	249.42K	0.86%	-33.20K
Carl p. sherr	-	-	-8.00K
Two sigma investments, lp	-	-	-7.92K
Lsv asset management	115.70K	0.01%	-7.35K
Renaissance	150.25K	0.01%	-7.25K

New Positions

Holder	Shares	% Assets	Change	Value
Northeast financial consultants	21.90K	0.03%	21.90K	$682.28K
Seacrest wealth management	20.04K	0.07%	20.04K	$624.28K
Mackenzie financial	9.02K	0.00%	9.02K	$223.79K
Connor, clark & lunn investment management	6.72K	0.00%	6.72K	$209.30K
Deutsche bank ag\	3.33K	-	3.33K	$103.73K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Innealta capital	-3.00
Capital performance advisors llp	-13.00
Picton mahoney asset management	-65.00
Newedge advisors	-148.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	30	-56.52%	1,199,663	-57.62%	15	1.16%	14	-58.82%	3	-76.92%
Sep 30, 2024	69	4.55%	2,830,813	3.21%	36	2.86%	34	-2.86%	13	-35.00%
Jun 30, 2024	65	1.56%	2,742,801	0.90%	35	2.80%	35	59.09%	19	-17.39%
Mar 31, 2024	64	-9.86%	2,718,235	-4.25%	35	2.56%	22	-38.89%	23	53.33%
Dec 31, 2023	71	5.97%	2,838,899	8.66%	37	3.16%	36	38.46%	15	-25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	201.81K	2.55%	-
Vanguard Total Stock Mkt Idx Inv	201.81K	2.55%	-
iShares Russell 2000 ETF	199.44K	2.52%	-1.71K
Pacific Ridge Capital Ptnrs Micro Cp Val	114.10K	1.45%	-6.70K
Vanguard Institutional Extnd Mkt Idx Tr	90.47K	1.14%	-
Adara Smaller Companies	71.52K	0.90%	2.99K
Fidelity Small Cap Index	63.47K	0.80%	-1.19K
iShares Russell 2000 Value ETF	61.24K	0.77%	-
DFA US Targeted Value I	42.35K	0.54%	-
Kennedy Bank Sector	36.31K	0.46%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 07, 2025	Gruseke Christopher R	CEO	Sell	$113.58K
Mar 17, 2025	Brunner Steven H	EVP & Chief Risk Officer	Sell	$13.16K
Mar 12, 2025	SEIDMAN LAWRENCE B	-	Buy	$2.76K
Mar 12, 2025	Dunne Jeffrey R	-	Buy	$2.47K
Mar 12, 2025	Porto Carl M	-	Buy	$3.78K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	10	9
2024 Q4	23	1
2024 Q3	34	5
2024 Q2	33	5
2024 Q1	15	-

BWFG Ownership FAQ

Who Owns Bankwell Financial Group?

Bankwell Financial Group shareholders are primarily institutional investors at 15.55%, followed by 12.05% insiders and 72.40% retail investors. The average institutional ownership in Bankwell Financial Group's industry, Regional Banks Stocks, is 42.21%, which Bankwell Financial Group falls below.

Who owns the most shares of Bankwell Financial Group?

Bankwell Financial Group’s largest shareholders are Blackrock (433.11K shares, 5.65%), Blackrock funding, inc. /de (429.33K shares, 5.57%), and Vanguard group (338.51K shares, 4.39%). Together, they hold 15.61% of Bankwell Financial Group’s total shares outstanding.

Does Blackrock own Bankwell Financial Group?

Yes, BlackRock owns 5.65% of Bankwell Financial Group, totaling 433.11K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 10.99M$. In the last quarter, BlackRock increased its holdings by 27.02K shares, a 6.66% change.

Who is Bankwell Financial Group’s biggest shareholder by percentage of total assets invested?

Pacific ridge capital partners is Bankwell Financial Group’s biggest shareholder by percentage of total assets invested, with 1.25% of its assets in 174.58K Bankwell Financial Group shares, valued at 5.44M$.

Who is the top mutual fund holder of Bankwell Financial Group shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Bankwell Financial Group shares, with 2.55% of its total shares outstanding invested in 201.81K Bankwell Financial Group shares.

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