FinWise Bancorp Ownership 2024 | Who Owns FinWise Bancorp Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

22.71%

Insider Ownership

31.30%

Retail Ownership

46.00%

Institutional Holders

28.00

FinWise Bancorp Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLIANCEBERNSTEIN L.P.7.90%0.00%987,15753,8825.77%10,078,873Jun 30, 2024
VANGUARD GROUP INC3.19%0.00%398,49121,6895.76%4,068,593Jun 30, 2024
US BANCORP \DE\2.81%0.00%351,048--3,584,200Jun 30, 2024
M3F, INC.2.23%1.05%278,646223,320403.64%2,845,000Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC0.91%0.38%113,718--1,161,061Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.75%0.02%94,0681,4401.55%960,434Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.75%0.00%93,85319,23525.78%958,286Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST0.68%0.05%85,424-11,024-11.43%872,179Jun 30, 2024
GILDER GAGNON HOWE & CO LLC0.61%0.01%76,011-125,077-62.20%776,067Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.60%0.00%75,2991,6382.22%768,983Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.38%0.00%46,900-2,400-4.87%478,849Jun 30, 2024
BLACKROCK INC.0.27%-33,395-12,086-26.57%340,963Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.23%0.00%28,625-20,412-41.63%292,261Jun 30, 2024
SMITH, MOORE & CO.0.20%0.03%25,000--255,250Jun 30, 2024
FOUNDATIONS INVESTMENT ADVISORS, LLC0.17%0.01%21,60021,600100.00%220,536Jun 30, 2024
EMPOWERED FUNDS, LLC0.16%0.00%20,3761,4407.60%208,039Jun 30, 2024
TOWNSQUARE CAPITAL LLC0.12%0.00%14,4522521.77%147,555Jun 30, 2024
STATE STREET CORP0.11%-14,285--145,850,000Jun 30, 2024
NORDEN GROUP LLC0.11%0.03%14,200--144,982Jun 30, 2024
GREENWICH WEALTH MANAGEMENT LLC0.11%0.01%14,000--143,000Jun 30, 2024

FinWise Bancorp's largest institutional shareholder is ALLIANCEBERNSTEIN L.P., holding 7.90% of the company's total share outstanding, currently valued at $10.08M. The top 10 institutional shareholders own together 20.43% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
M3F, INC.2.23%1.05%278,646223,320403.64%2,845,000Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC0.91%0.38%113,718--1,161,061Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST0.68%0.05%85,424-11,024-11.43%872,179Jun 30, 2024
NORDEN GROUP LLC0.11%0.03%14,200--144,982Jun 30, 2024
SMITH, MOORE & CO.0.20%0.03%25,000--255,250Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.75%0.02%94,0681,4401.55%960,434Jun 30, 2024
GREENWICH WEALTH MANAGEMENT LLC0.11%0.01%14,000--143,000Jun 30, 2024
GILDER GAGNON HOWE & CO LLC0.61%0.01%76,011-125,077-62.20%776,067Jun 30, 2024
FOUNDATIONS INVESTMENT ADVISORS, LLC0.17%0.01%21,60021,600100.00%220,536Jun 30, 2024
US BANCORP \DE\2.81%0.00%351,048--3,584,200Jun 30, 2024
EMPOWERED FUNDS, LLC0.16%0.00%20,3761,4407.60%208,039Jun 30, 2024
GLOBEFLEX CAPITAL L P0.03%0.00%3,300-24,094-87.95%33,693Jun 30, 2024
ALLIANCEBERNSTEIN L.P.7.90%0.00%987,15753,8825.77%10,078,873Jun 30, 2024
TOWNSQUARE CAPITAL LLC0.12%0.00%14,4522521.77%147,555Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.38%0.00%46,900-2,400-4.87%478,849Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.75%0.00%93,85319,23525.78%958,286Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%896-6-0.67%9,148Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.23%0.00%28,625-20,412-41.63%292,261Jun 30, 2024
VANGUARD GROUP INC3.19%0.00%398,49121,6895.76%4,068,593Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.60%0.00%75,2991,6382.22%768,983Jun 30, 2024

The largest FinWise Bancorp shareholder by % of total assets is M3F, INC.. The company owns 278.65K shares of FinWise Bancorp (FINW), representing 1.05% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
M3F, INC.2.23%1.05%278,646223,320403.64%2,845,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.7.90%0.00%987,15753,8825.77%10,078,873Jun 30, 2024
VANGUARD GROUP INC3.19%0.00%398,49121,6895.76%4,068,593Jun 30, 2024
FOUNDATIONS INVESTMENT ADVISORS, LLC0.17%0.01%21,60021,600100.00%220,536Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.75%0.00%93,85319,23525.78%958,286Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.60%0.00%75,2991,6382.22%768,983Jun 30, 2024
EMPOWERED FUNDS, LLC0.16%0.00%20,3761,4407.60%208,039Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.75%0.02%94,0681,4401.55%960,434Jun 30, 2024
NORTHERN TRUST CORP0.10%-13,1171,0338.55%133,925,000Jun 30, 2024
TOWNSQUARE CAPITAL LLC0.12%0.00%14,4522521.77%147,555Jun 30, 2024
STATE STREET CORP0.11%-14,285--145,850,000Jun 30, 2024
US BANCORP \DE\2.81%0.00%351,048--3,584,200Jun 30, 2024
GREENWICH WEALTH MANAGEMENT LLC0.11%0.01%14,000--143,000Jun 30, 2024
SMITH, MOORE & CO.0.20%0.03%25,000--255,250Jun 30, 2024
NORDEN GROUP LLC0.11%0.03%14,200--144,982Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC0.91%0.38%113,718--1,161,061Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%896-6-0.67%9,148Jun 30, 2024
WELLS FARGO & COMPANY/MN----51-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-55-681-92.53%562Jun 30, 2024
LPL FINANCIAL LLC0.08%0.00%10,595-1,500-12.40%108,175Jun 30, 2024

As of Jun 30 2024, FinWise Bancorp's largest institutional buyer is M3F, INC.. The company purchased 223.32K stocks of FINW, valued at $2.85M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GILDER GAGNON HOWE & CO LLC0.61%0.01%76,011-125,077-62.20%776,067Jun 30, 2024
GLOBEFLEX CAPITAL L P0.03%0.00%3,300-24,094-87.95%33,693Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.23%0.00%28,625-20,412-41.63%292,261Jun 30, 2024
GOLDMAN SACHS GROUP INC----16,445-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----16,311-100.00%-Jun 30, 2024
BLACKROCK INC.0.27%-33,395-12,086-26.57%340,963Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST0.68%0.05%85,424-11,024-11.43%872,179Jun 30, 2024
MORGAN STANLEY----8,850-100.00%-Jun 30, 2024
UBS GROUP AG--1-2,510-99.96%10Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.38%0.00%46,900-2,400-4.87%478,849Jun 30, 2024
LPL FINANCIAL LLC0.08%0.00%10,595-1,500-12.40%108,175Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-55-681-92.53%562Jun 30, 2024
WELLS FARGO & COMPANY/MN----51-100.00%-Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%896-6-0.67%9,148Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC0.91%0.38%113,718--1,161,061Jun 30, 2024
NORDEN GROUP LLC0.11%0.03%14,200--144,982Jun 30, 2024
SMITH, MOORE & CO.0.20%0.03%25,000--255,250Jun 30, 2024
GREENWICH WEALTH MANAGEMENT LLC0.11%0.01%14,000--143,000Jun 30, 2024
US BANCORP \DE\2.81%0.00%351,048--3,584,200Jun 30, 2024
STATE STREET CORP0.11%-14,285--145,850,000Jun 30, 2024

As of Jun 30 2024, FinWise Bancorp's biggest institutional seller is GILDER GAGNON HOWE & CO LLC. The company sold -0.13M shares of FINW, valued at $776.07K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FOUNDATIONS INVESTMENT ADVISORS, LLC0.17%0.01%21,60021,600100.00%220,536Jun 30, 2024

FinWise Bancorp's largest new institutional shareholder by number of shares is FOUNDATIONS INVESTMENT ADVISORS, LLC, purchased 21.60K shares, valued at $220.54K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GOLDMAN SACHS GROUP INC----16,445-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----16,311-100.00%-Jun 30, 2024
MORGAN STANLEY----8,850-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----51-100.00%-Jun 30, 2024

FinWise Bancorp's largest sold out institutional shareholder by shares sold is GOLDMAN SACHS GROUP INC, sold -16.45K shares, valued at -, as of undefined.

FinWise Bancorp Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
CORNERCAP GROUP OF FUNDS /VA/0.25%18,082--Sep 30, 2022
BRIDGEWAY FUNDS INC0.03%73,6929,70015.16%Mar 28, 2024
WASATCH FUNDS TRUST0.02%218,692--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.02%11,444--Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%37,857--Mar 28, 2024
FINANCIAL INVESTORS TRUST0.00%187,346-136,150-42.09%Jan 31, 2024
VANGUARD INDEX FUNDS0.00%367,167-118,171-24.35%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%67,3784,3836.96%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%7,943--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%4,562--Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%33,49210,23243.99%Jan 31, 2024
Dimensional ETF Trust0.00%8,956--Jan 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%710710-Jan 31, 2024
USAA MUTUAL FUNDS TRUST0.00%1,1541,154-Jan 31, 2024
EQ ADVISORS TRUST0.00%1,673--Mar 31, 2024
iSHARES TRUST0.00%21,575-709-3.18%Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%1,133--Feb 29, 2024

FinWise Bancorp's largest mutual fund holder by % of total assets is "CORNERCAP GROUP OF FUNDS /VA/", owning 18.08K shares, compromising 0.25% of its total assets.

FinWise Bancorp Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2428-12.50%
31 Mar, 2432-3.03%
31 Dec, 233343.48%
30 Sep, 23234.55%
30 Jun, 232215.79%
31 Mar, 2319-17.39%
31 Dec, 2223-4.17%
30 Sep, 22244.35%
30 Jun, 2223-4.17%
31 Mar, 222460.00%
31 Dec, 2115-

As of 30 Jun 24, 28 institutions are holding FinWise Bancorp's shares, representing a decrease of -12.50% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 242,838,8840.41%
31 Mar, 242,827,215-0.33%
31 Dec, 232,836,4589.43%
30 Sep, 232,592,052-3.58%
30 Jun, 232,688,331-6.71%
31 Mar, 232,881,654-6.77%
31 Dec, 223,090,899-5.79%
30 Sep, 223,280,7602.61%
30 Jun, 223,197,193-7.18%
31 Mar, 223,444,3800.43%
31 Dec, 213,429,691-

FinWise Bancorp (FINW) has 2.84M shares outstanding as of 30 Jun 24, up 0.41% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2422.71%4.43%
31 Mar, 2422.64%4.32%
31 Dec, 2322.90%5.41%
30 Sep, 2320.57%4.60%
30 Jun, 2321.15%4.11%
31 Mar, 2322.68%3.85%
31 Dec, 2224.26%3.68%
30 Sep, 2225.66%4.06%
30 Jun, 2225.14%3.46%
31 Mar, 2226.96%2.37%
31 Dec, 2133.73%-

As of 30 Jun 24, FinWise Bancorp is held by 22.71% institutional shareholders, representing a 4.43% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2411-45.00%
31 Mar, 2420-9.09%
31 Dec, 232246.67%
30 Sep, 231536.36%
30 Jun, 231122.22%
31 Mar, 239-10.00%
31 Dec, 2210-
30 Sep, 2210-9.09%
30 Jun, 2211-31.25%
31 Mar, 22166.67%
31 Dec, 2115-

11 institutional shareholders have increased their position in FINW stock as of 30 Jun 24 compared to 20 in the previous quarter (a -45.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2411120.00%
31 Mar, 245-44.44%
31 Dec, 23928.57%
30 Sep, 23740.00%
30 Jun, 23566.67%
31 Mar, 233-66.67%
31 Dec, 22950.00%
30 Sep, 226-25.00%
30 Jun, 228-
31 Mar, 228-
31 Dec, 21--

11 institutional shareholders have reduced their position in FINW stock as of 30 Jun 24 compared to 5 in the previous quarter (a 120.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2428-12.50%2,838,8840.41%22.71%4.43%11-45.00%11120.00%
31 Mar, 2432-3.03%2,827,215-0.33%22.64%4.32%20-9.09%5-44.44%
31 Dec, 233343.48%2,836,4589.43%22.90%5.41%2246.67%928.57%
30 Sep, 23234.55%2,592,052-3.58%20.57%4.60%1536.36%740.00%
30 Jun, 232215.79%2,688,331-6.71%21.15%4.11%1122.22%566.67%
31 Mar, 2319-17.39%2,881,654-6.77%22.68%3.85%9-10.00%3-66.67%
31 Dec, 2223-4.17%3,090,899-5.79%24.26%3.68%10-950.00%
30 Sep, 22244.35%3,280,7602.61%25.66%4.06%10-9.09%6-25.00%
30 Jun, 2223-4.17%3,197,193-7.18%25.14%3.46%11-31.25%8-
31 Mar, 222460.00%3,444,3800.43%26.96%2.37%166.67%8-
31 Dec, 2115-3,429,691-33.73%-15---

FinWise Bancorp Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 01, 2024Ehrlich Susandirector-A-AwardBuy1,600--1,600
Jul 25, 2024Ehrlich Susandirector Buy----
Jul 05, 2024OBrien Michael Christopherofficer See RemarksA-AwardBuy6,000--65,036
Jul 05, 2024Thiessens Richardother See RemarksA-AwardBuy6,000--35,638
Jul 05, 2024Keil Robertother See RemarksA-AwardBuy7,000--36,000
Jul 05, 2024Wahlman Robert E.officer EVP, Chief Financial OfficerA-AwardBuy7,000--35,000
Jul 05, 2024Noone Jamesofficer PRESIDENTA-AwardBuy14,000--330,149
Jul 05, 2024Landvatter Kentdirector, officer CHAIRMAN AND CEOA-AwardBuy18,000--867,959
May 29, 2024Wahlman Robert E.officer EVP, Chief Financial OfficerA-AwardBuy28,000--28,000
May 29, 2024Keil Robertother See RemarksA-AwardBuy28,000--29,000
May 29, 2024Noone Jamesofficer PRESIDENTA-AwardBuy56,000--316,149
May 29, 2024Landvatter Kentdirector, officer CHAIRMAN AND CEOA-AwardBuy72,000--849,959
May 29, 2024Reynolds Howard Idirector-A-AwardBuy3,957--33,087
May 29, 2024Gibson Thomas Elmer Jrdirector-A-AwardBuy3,957--27,587
May 29, 2024Weichselbaum Alandirector-A-AwardBuy3,957--53,342
May 29, 2024Giordano James Ndirector-A-AwardBuy3,957--393,707
May 29, 2024Cunningham Gerald Edwindirector-A-AwardBuy3,957--71,229
May 29, 2024Thiessens Richardother See RemarksA-AwardBuy24,000--29,638
May 29, 2024OBrien Michael Christopherofficer See RemarksA-AwardBuy24,000--59,036
May 29, 2024Nievaard Lisa Anndirector-A-AwardBuy3,957--13,087

FinWise Bancorp Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20247--
Q2 202413--
Q1 20242825.00%
Q4 20231--
Q3 20231--
Q2 202317--
Q1 202322100.00%
Q4 202291900.00%
Q3 20223--
Q2 202261600.00%
Q1 20222728.57%
Q4 2021131681.25%
Q1 2021-9-
Q1 2020-5-
Q1 2019-10-

7 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by FinWise Bancorp's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024---
Q1 20242--
Q4 20231--
Q3 20231--
Q2 2023---
Q1 2023---
Q4 20222--
Q3 20223--
Q2 20221--
Q1 2022---
Q4 202113--
Q1 2021---
Q1 2020---
Q1 2019---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of FinWise Bancorp's stocks.

FinWise Bancorp Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
LSBKLake Shore Bancorp, Inc.
FCAPFirst Capital, Inc.
CFBKCF Bankshares Inc.
CWBCCommunity West Bancshares
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
HVBCHV Bancorp, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
FNWBFirst Northwest Bancorp
MGYRMagyar Bancorp, Inc.

FINW Ownership FAQ


FinWise Bancorp is owned by institutional shareholders (22.71%), insiders (31.30%), and public (46.00%). The largest institutional shareholder of FinWise Bancorp is ALLIANCEBERNSTEIN L.P. (7.90% of total shares) and the top mutual fund owner is CORNERCAP GROUP OF FUNDS /VA/ (0.25% of total shares).

FinWise Bancorp's major institutional shareholders are ALLIANCEBERNSTEIN L.P., VANGUARD GROUP INC, US BANCORP \DE\, M3F, INC., and SIENA CAPITAL PARTNERS GP, LLC. The top five shareholders own together 17.03% of the company's share outstanding.

As of Jun 2024, there are 28 institutional shareholders of FinWise Bancorp.

ALLIANCEBERNSTEIN L.P owns 987.16K shares of FinWise Bancorp, representing 7.90% of the company's total shares outstanding, valued at $10.08M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 398.49K shares of FinWise Bancorp (FINW), compromising 3.19% of the company, valued at $4.07M.

US BANCORP \DE\ is the third largest holder of FinWise Bancorp. The company owns 351.05K of the company's shares outstanding (worth $3.58M).