Bankwell Financial Group Ownership | Who Owns Bankwell Financial Group?

Overview RevenueFinancials Chart Transcripts

Bankwell Financial Group Ownership Summary

Bankwell Financial Group is owned by 36.69% institutional investors, 11.64% insiders, and 51.67% retail investors. Blackrock is the largest institutional shareholder, holding 5.65% of BWFG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.57% of its assets in Bankwell Financial Group shares.

BWFG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bankwell Financial Group	36.69%	11.64%	51.67%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	433.11K	5.65%	$10.99M
Vanguard group	332.39K	4.34%	$8.43M
Banc funds	282.62K	3.69%	$7.17M
Dimensional fund advisors lp	279.87K	3.65%	$7.10M
Renaissance	143.60K	1.87%	$3.64M
Geode capital management	141.90K	1.85%	$3.60M
Lsv asset management	126.75K	1.65%	$3.22M
Pacific ridge capital partners	123.02K	1.61%	$3.12M
Siena capital partners gp	110.34K	1.44%	$2.80M
Gm advisory group	89.15K	1.16%	$2.26M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Siena capital partners gp	110.34K	0.92%	$2.80M
Banc funds	282.62K	0.85%	$7.17M
Pacific ridge capital partners	123.02K	0.75%	$3.12M
Gm advisory group	89.15K	0.15%	$2.26M
Bridge city capital	13.55K	0.12%	$343.76K
Bridgeway capital management	52.91K	0.03%	$1.34M
Sierra capital	9.01K	0.03%	$229.00K
Summit trail advisors	30.16K	0.02%	$765.11K
Kennedy capital management	33.10K	0.02%	$839.65K
Key financial	2.90K	0.02%	$73.57K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	433.11K	0.00%	27.02K
Geode capital management	141.90K	0.00%	11.68K
Nuveen asset management	8.10K	0.00%	8.10K
Gm advisory group	89.15K	0.15%	6.34K
Goldman sachs group	18.11K	0.00%	4.35K

Top Sellers

Holder	Shares	% Assets	Change
Renaissance	143.60K	0.01%	-12.30K
Carl p. sherr	-	-	-8.00K
Jpmorgan chase	4.40K	-	-6.87K
Pacific ridge capital partners	123.02K	0.75%	-5.25K
Ubs group	4.93K	-	-3.84K

New Positions

Holder	Shares	% Assets	Change	Value
Corebridge financial	3.47K	0.00%	3.47K	$88.06K
Mirae asset global etfs	3.25K	0.00%	3.25K	$82.55K
Pnc financial services group	42.00	-	42.00	$1.07K
Advisor group	30.00	-	30.00	$761.00
Cornerstone planning group	17.00	0.00%	17.00	$426.00

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Innealta capital	-3.00
Russell investments group	-19.00
Picton mahoney asset management	-65.00
Metropolitan life insurance co/ny	-354.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	67	-1.47%	2,612,742	1.79%	34	2.98%	26	-13.33%	20	-23.08%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	201.81K	2.57%	-
iShares Russell 2000 ETF	183.39K	2.33%	-406.00
Pacific Ridge Capital Ptnrs Micro Cp Val	114.10K	1.45%	-6.70K
Vanguard Institutional Extnd Mkt Idx Tr	90.47K	1.15%	-
Fidelity Small Cap Index	65.87K	0.84%	207.00
iShares Russell 2000 Value ETF	63.59K	0.81%	-
Adara Smaller Companies	50.55K	0.64%	-400.00
DFA US Targeted Value I	42.35K	0.54%	434.00
Fidelity Extended Market Index	38.11K	0.48%	1.84K
Avantis US Small Cap Value ETF	35.44K	0.45%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 13, 2024	Demos Darryl	-	Buy	$24.95K
Dec 13, 2024	Demos Darryl	-	Buy	$49.72K
Dec 16, 2024	Brunner Steven H	EVP & Chief Risk & Operations	Sell	$43.86K
Dec 09, 2024	Dale Eric J	-	Buy	$11.39K
Dec 09, 2024	Drexler Blake S	-	Buy	$460.32

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	23	1
2024 Q3	34	5
2024 Q2	33	5
2024 Q1	15	-
2023 Q4	10	1

BWFG Ownership FAQ

Who Owns Bankwell Financial Group?

Bankwell Financial Group shareholders are primarily institutional investors at 36.69%, followed by 11.64% insiders and 51.67% retail investors. The average institutional ownership in Bankwell Financial Group's industry, Regional Banks Stocks, is 51.67%, 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%), Vanguard group (332.39K shares, 4.34%), and Banc funds (282.62K shares, 3.69%). Together, they hold 13.68% 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?

Siena capital partners gp is Bankwell Financial Group’s biggest shareholder by percentage of total assets invested, with 0.92% of its assets in 110.34K Bankwell Financial Group shares, valued at 2.8M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Bankwell Financial Group shares, with 2.57% of its total shares outstanding invested in 201.81K Bankwell Financial Group shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools