FinWise Bancorp Ownership | Who Owns FinWise Bancorp?
FinWise Bancorp Ownership Summary
FinWise Bancorp is owned by 23.33% institutional investors, 31.52% insiders, and 45.15% retail investors. Alliancebernstein is the largest institutional shareholder, holding 7.90% of FINW shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.98% of its assets in FinWise Bancorp shares.
FINW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FinWise Bancorp | 23.33% | 31.52% | 45.15% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 987.16K | 7.90% | $10.08M |
| Vanguard group | 398.49K | 3.19% | $4.07M |
| Us bancorp \de\ | 351.05K | 2.81% | $3.58M |
| M3f | 278.65K | 2.23% | $2.85M |
| Siena capital partners gp | 113.72K | 0.91% | $1.16M |
| Bridgeway capital management | 94.07K | 0.75% | $960.43K |
| Dimensional fund advisors lp | 93.85K | 0.75% | $958.29K |
| Emerald mutual fund advisers trust | 85.42K | 0.68% | $872.18K |
| Gilder gagnon howe | 76.01K | 0.61% | $776.07K |
| Geode capital management | 75.30K | 0.60% | $768.98K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 278.65K | 1.05% | $2.85M |
| Siena capital partners gp | 113.72K | 0.38% | $1.16M |
| Emerald mutual fund advisers trust | 85.42K | 0.05% | $872.18K |
| Norden group | 14.20K | 0.03% | $144.98K |
| Smith, moore | 25.00K | 0.03% | $255.25K |
| Bridgeway capital management | 94.07K | 0.02% | $960.43K |
| Greenwich wealth management | 14.00K | 0.01% | $143.00K |
| Gilder gagnon howe | 76.01K | 0.01% | $776.07K |
| Foundations investment advisors | 21.60K | 0.01% | $220.54K |
| Us bancorp \de\ | 351.05K | 0.00% | $3.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | 278.65K | 1.05% | 223.32K |
| Alliancebernstein | 987.16K | 0.00% | 53.88K |
| Vanguard group | 398.49K | 0.00% | 21.69K |
| Foundations investment advisors | 21.60K | 0.01% | 21.60K |
| Citadel advisors | 20.29K | - | 20.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gilder gagnon howe | 76.01K | 0.01% | -125.08K |
| Jane street group | - | - | -25.69K |
| Globeflex capital l p | 3.30K | 0.00% | -24.09K |
| Susquehanna group, llp | 51.62K | 0.00% | -21.39K |
| Millennium management | 28.63K | 0.00% | -20.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Foundations investment advisors | 21.60K | 0.01% | 21.60K | $220.54K |
| Citadel advisors | 20.29K | - | 20.29K | $207.14K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -51.00 |
| Morgan stanley | -8.85K |
| Quadrature capital | -16.31K |
| Goldman sachs group | -16.45K |
| Jane street group | -25.69K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 30 | -6.25% | 2,916,192 | 3.15% | 23 | 4.55% | 11 | -45.00% | 13 | 160.00% |
| Mar 31, 2024 | 32 | -3.03% | 2,827,215 | -0.33% | 22 | 4.32% | 20 | -9.09% | 5 | -44.44% |
| Dec 31, 2023 | 33 | 43.48% | 2,836,458 | 9.43% | 22 | 5.41% | 22 | 46.67% | 9 | 28.57% |
| Sep 30, 2023 | 23 | 4.55% | 2,592,052 | -3.58% | 20 | 4.60% | 15 | 36.36% | 7 | 40.00% |
| Jun 30, 2023 | 22 | 15.79% | 2,688,331 | -6.71% | 21 | 4.11% | 11 | 22.22% | 5 | 66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 261.23K | 1.98% | - |
| Wasatch Micro Cap Value | 169.01K | 1.28% | 169.01K |
| Vanguard Institutional Extnd Mkt Idx Tr | 142.63K | 1.08% | - |
| Emerald Finance & Bking Innovt Fd A | 85.42K | 0.65% | - |
| Fidelity Extended Market Index | 49.71K | 0.38% | 12.59K |
| Bridgeway Ultra-Small Company Market | 33.29K | 0.25% | - |
| Bridgeway Omni Small-Cap Value | 30.70K | 0.23% | - |
| Bridgeway Omni Small-Cap Value N | 30.70K | 0.23% | - |
| iShares Micro-Cap ETF | 23.64K | 0.18% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 21.70K | 0.16% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 05, 2024 | Keil Robert | EVP Chief FinTech Officer | Buy | $7.98K |
| Feb 22, 2024 | Keil Robert | EVP Chief FinTech Officer | Buy | $9.55K |
| Oct 30, 2023 | Jacobson Javvis O | CFO AND EXECUTIVE VP | Buy | $845.00 |
| Aug 15, 2023 | Giordano James N | - | Buy | $30.96K |
| Dec 13, 2022 | Landvatter Kent | CHAIRMAN, PRESIDENT AND CEO | Buy | $9.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | 1 | - |
| 2023 Q3 | 1 | - |
FINW Ownership FAQ
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