BWFG Institutional Ownership & Shareholders
BANKWELL FINANCIAL GROUP INC (BWFG) is currently held by 130 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $245.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of BWFG tracked by InsiderSet, reporting ownership valued at approximately $28.97M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.64M, representing an estimated gain of +19.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed BWFG value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in BANKWELL FINANCIAL GROUP INC (BWFG).
This page ranks the largest institutional BWFG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
130
Total Reported Value
$245.37M
Largest Holder
Blackrock, Inc.
Largest Position
$28.97M
Insider Transactions (90d)
23
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 493,180 | $28,974,327 | $34,636,031 | +$5,661,704 | +19.54% | |
| Dimensional Fund Advisors Lp | 0.00% | 326,686 | $21,169,686 | $22,943,158 | +$1,773,472 | +8.38% | |
| Vanguard Capital Management Llc | 0.00% | 277,398 | $16,297,133 | $19,481,662 | +$3,184,529 | +19.54% | |
| Acadian Asset Management Llc | 0.02% | 232,761 | $13,666,000 | $16,346,805 | +$2,680,805 | +19.62% | |
| Geode Capital Management, Llc | 0.00% | 167,476 | $9,841,745 | $11,761,839 | +$1,920,094 | +19.51% | |
| Pacific Ridge Capital Partners, Llc | 1.78% | 166,709 | $9,794,154 | $11,707,973 | +$1,913,819 | +19.54% | |
| American Century Companies Inc | 0.00% | 158,198 | $9,294,132 | $11,110,246 | +$1,816,114 | +19.54% | |
| State Street Corp | 0.00% | 146,182 | $8,588,193 | $10,266,362 | +$1,678,169 | +19.54% | |
| Two Sigma Investments, Lp | 0.01% | 118,419 | $6,957,116 | $8,316,566 | +$1,359,450 | +19.54% | |
| Siena Capital Partners Gp, Llc | 1.65% | 116,138 | $6,823,108 | $8,156,372 | +$1,333,264 | +19.54% | |
| Hillsdale Investment Management Inc. | 0.15% | 111,000 | $6,521,250 | $7,795,530 | +$1,274,280 | +19.54% | |
| Aqr Capital Management Llc | 0.00% | 108,958 | $6,401,280 | $7,652,120 | +$1,250,840 | +19.54% | |
| Northern Trust Corp | 0.00% | 94,520 | $5,553,050 | $6,638,140 | +$1,085,090 | +19.54% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 93,748 | $5,507,695 | $6,583,922 | +$1,076,227 | +19.54% |
| Banc Funds Co Llc | 0.88% | 90,423 | $5,312,351 | $6,350,407 | +$1,038,056 | +19.54% | |
| Gm Advisory Group, Llc | 0.20% | 106,498 | $5,167,300 | $7,479,355 | +$2,312,055 | +44.74% | |
| Wealthspire Advisors, Llc | 0.03% | 87,538 | $5,142,834 | $6,147,794 | +$1,004,960 | +19.54% | |
| Nuveen, Llc | 0.00% | 80,322 | $4,718,918 | $5,641,014 | +$922,096 | +19.54% | |
| Qube Research & Technologies Ltd | 0.00% | 74,260 | $4,362,775 | $5,215,280 | +$852,505 | +19.54% | |
| Goldman Sachs Group Inc | 0.00% | 73,456 | $4,315,540 | $5,158,815 | +$843,275 | +19.54% | |
| Lsv Asset Management | 0.01% | 69,593 | $4,089,000 | $4,887,516 | +$798,516 | +19.53% | |
| Bridgeway Capital Management, Llc | 0.06% | 53,793 | $3,160,339 | $3,777,882 | +$617,543 | +19.54% | |
| Vanguard Fiduciary Trust Co | 0.00% | 46,465 | $2,729,819 | $3,263,237 | +$533,418 | +19.54% | |
| Vanguard Portfolio Management Llc | 0.00% | 40,981 | $2,407,634 | $2,878,096 | +$470,462 | +19.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 33,677 | $2,182,270 | $2,365,136 | +$182,866 | +8.38% | |
| Empowered Funds, Llc | 0.01% | 32,191 | $1,891,221 | $2,260,774 | +$369,553 | +19.54% | |
| Algert Global Llc | 0.02% | 31,421 | $1,845,984 | $2,206,697 | +$360,713 | +19.54% | |
| Morgan Stanley | 0.00% | 30,321 | $1,781,398 | $2,129,444 | +$348,046 | +19.54% | |
| Trexquant Investment Lp | 0.01% | 28,856 | $1,695,290 | $2,026,557 | +$331,267 | +19.54% | |
| Informed Momentum Co Llc | 0.14% | 26,981 | $1,585,134 | $1,894,876 | +$309,742 | +19.54% | |
| Innovative Asset Advisors Group, Llc | 0.69% | 26,901 | $1,580,434 | $1,889,257 | +$308,823 | +19.54% | |
| Jpmorgan Chase & Co | 0.00% | 24,967 | $1,493,276 | $1,753,432 | +$260,156 | +17.42% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 24,902 | $1,462,993 | $1,748,867 | +$285,874 | +19.54% | |
| Alliancebernstein L.P. | 0.00% | 28,681 | $1,391,602 | $2,014,267 | +$622,665 | +44.74% | |
| Bank Of New York Mellon Corp | 0.00% | 23,446 | $1,377,425 | $1,646,613 | +$269,188 | +19.54% | |
| Sei Investments Co | 0.00% | 23,124 | $1,358,536 | $1,623,999 | +$265,463 | +19.54% | |
| Corient Private Wealth Llc | 0.00% | 22,223 | $1,305,602 | $1,560,721 | +$255,119 | +19.54% | |
| Bank Of America Corp | 0.00% | 21,835 | $1,282,806 | $1,533,472 | +$250,666 | +19.54% | |
| Summit Trail Advisors, Llc | 0.02% | 21,323 | $1,252,726 | $1,497,514 | +$244,788 | +19.54% | |
| Charles Schwab Investment Management Inc | 0.00% | 19,818 | $1,164,308 | $1,391,818 | +$227,510 | +19.54% | |
| Kennedy Capital Management Llc | 0.02% | 18,894 | $1,110,023 | $1,326,926 | +$216,903 | +19.54% | |
| Captrust Financial Advisors | 0.00% | 17,598 | $1,033,882 | $1,235,908 | +$202,026 | +19.54% | |
| Summerhaven Investment Management, Llc | 0.57% | 15,768 | $1,021,766 | $1,107,387 | +$85,621 | +8.38% | |
| Citadel Advisors Llc | 0.00% | 16,052 | $943,055 | $1,127,332 | +$184,277 | +19.54% | |
| Integrated Quantitative Investments Llc | 0.15% | 15,237 | $895,174 | $1,070,095 | +$174,921 | +19.54% | |
| Barclays Plc | 0.00% | 14,940 | $877,725 | $1,049,236 | +$171,511 | +19.54% | |
| State Of Wisconsin Investment Board | 0.00% | 14,102 | $828,493 | $990,383 | +$161,890 | +19.54% | |
| Mangrove Partners Im, Llc | 0.04% | 10,358 | $608,533 | $727,442 | +$118,909 | +19.54% | |
| Legato Capital Management Llc | 0.05% | 10,167 | $597,311 | $714,028 | +$116,717 | +19.54% | |
| Bridge City Capital, Llc | 0.12% | 9,130 | $591,624 | $641,200 | +$49,576 | +8.38% |
Frequently asked questions about BWFG
Who are the largest institutional holders of BWFG?
The largest institutional holders of BWFG reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, Acadian Asset Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported BWFG position.
What is BWFG institutional ownership?
This page tracks BWFG positions reported by institutional investment managers through SEC Form 13F. BANKWELL FINANCIAL GROUP INC (BWFG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BWFG?
InsiderSet currently tracks 130 institutional managers reporting BWFG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BWFG shareholders.
How much BWFG stock do institutions own?
Institutional investment managers disclosed approximately $245.37M in BWFG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BWFG institutional ownership last updated?
The latest BWFG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BWFG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BWFG position after the reporting date.
Are institutions buying or selling BWFG?
Institutional buying and selling can be analyzed by comparing BWFG positions across consecutive 13F reporting periods. InsiderSet's BWFG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BWFG ownership changes.
How has BWFG institutional ownership changed over time?
InsiderSet tracks BWFG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.