FinWise Bancorp Ownership | Who Owns FinWise Bancorp?
FinWise Bancorp Ownership Summary
FinWise Bancorp is owned by 27.25% institutional investors, 31.52% insiders, and 41.23% retail investors. Alliancebernstein is the largest institutional shareholder, holding 7.78% of FINW shares. Wasatch Micro Cap Value is the top mutual fund, with 2.18% of its assets in FinWise Bancorp shares.
FINW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FinWise Bancorp | 27.25% | 31.52% | 41.23% |
| 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 |
|---|---|---|---|
| Alliancebernstein | 984.78K | 7.78% | $15.74M |
| Wasatch advisors lp | 629.40K | 4.97% | $10.06M |
| Vanguard group | 417.26K | 3.30% | $6.67M |
| Us bancorp \de\ | 351.05K | 2.77% | $5.61M |
| Susquehanna group, llp | 123.04K | 0.97% | $1.97M |
| Siena capital partners gp | 113.72K | 0.90% | $1.82M |
| Dimensional fund advisors lp | 98.02K | 0.77% | $1.57M |
| Geode capital management | 93.43K | 0.74% | $1.49M |
| Bridgeway capital management | 87.66K | 0.69% | $1.40M |
| Emerald mutual fund advisers trust | 85.42K | 0.67% | $1.37M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Siena capital partners gp | 113.72K | 0.50% | $1.82M |
| Emerald mutual fund advisers trust | 85.42K | 0.08% | $1.37M |
| Wasatch advisors lp | 629.40K | 0.05% | $10.06M |
| Smith, moore | 25.00K | 0.04% | $399.50K |
| Bridgeway capital management | 87.66K | 0.03% | $1.40M |
| Norden group | 14.20K | 0.03% | $226.92K |
| 683 capital management | 19.43K | 0.02% | $310.49K |
| Greenwich wealth management | 14.00K | 0.02% | $224.00K |
| Us bancorp \de\ | 351.05K | 0.01% | $5.61M |
| Alliancebernstein | 984.78K | 0.01% | $15.74M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 629.40K | 0.05% | 231.41K |
| Susquehanna group, llp | 123.04K | 0.00% | 74.82K |
| Millennium management | 42.51K | 0.00% | 42.51K |
| Qube research | 52.90K | 0.00% | 26.32K |
| Ubs group | 23.44K | 0.00% | 23.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -268.74K |
| Alliancebernstein | 984.78K | 0.01% | -61.67K |
| Quadrature capital | - | - | -16.31K |
| Blackrock | 33.40K | - | -12.09K |
| Lpl financial | - | - | -10.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 20.29K | - | 20.29K | $207.14K |
| 683 capital management | 19.43K | 0.02% | 19.43K | $310.49K |
| Schonfeld strategic advisors | 16.53K | 0.00% | 16.53K | $264.15K |
| Goldman sachs group | 14.02K | - | 14.02K | $224.06K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -51.00 |
| Morgan stanley | -8.85K |
| Lpl financial | -10.60K |
| Quadrature capital | -16.31K |
| M3f | -268.74K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 36 | 16.13% | 3,449,528 | 4.71% | 27 | 4.02% | 23 | 76.92% | 3 | -57.14% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Wasatch Micro Cap Value | 287.44K | 2.18% | 118.43K |
| Vanguard Total Stock Mkt Idx Inv | 269.46K | 2.04% | 8.24K |
| Vanguard Institutional Extnd Mkt Idx Tr | 142.63K | 1.08% | - |
| Emerald Finance & Bking Innovt Fd A | 85.42K | 0.65% | - |
| Fidelity Extended Market Index | 46.90K | 0.35% | -299.00 |
| Bridgeway Omni Small-Cap Value N | 30.70K | 0.23% | - |
| Bridgeway Omni Small-Cap Value | 30.70K | 0.23% | - |
| Bridgeway Ultra-Small Company Market | 24.80K | 0.19% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 24.05K | 0.18% | 24.00 |
| iShares Micro-Cap ETF | 23.50K | 0.18% | 463.00 |
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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