FinWise Bancorp Ownership | Who Owns FinWise Bancorp?
FinWise Bancorp Ownership Summary
FinWise Bancorp is owned by 26.02% institutional investors, 31.52% insiders, and 42.45% 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 | 26.02% | 31.52% | 42.45% |
| 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 |
|---|---|---|---|
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 31 | 3.33% | 3,294,263 | 12.96% | 26 | 4.78% | 13 | 18.18% | 7 | -46.15% |
| 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% |
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 Omni Small-Cap Value | 30.70K | 0.23% | - |
| Bridgeway Omni Small-Cap Value N | 30.70K | 0.23% | - |
| Bridgeway Ultra-Small Company Market | 24.80K | 0.19% | -8.49K |
| 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
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