FINW Institutional Ownership & Shareholders
FINWISE BANCORP (FINW) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $55.27M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of FINW tracked by InsiderSet, reporting ownership valued at approximately $12.92M 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 $10.79M, representing an estimated loss of -16.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed FINW value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Blackrock, Inc., Us Bancorp \De\, and several other long-term asset managers with concentrated positions in FINWISE BANCORP (FINW).
This page ranks the largest institutional FINW 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
70
Total Reported Value
$55.27M
Largest Holder
Alliancebernstein L.P.
Largest Position
$12.92M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.00% | 814,507 | $12,918,081 | $10,792,218 | -$2,125,863 | -16.46% | |
| Blackrock, Inc. | 0.00% | 520,593 | $7,548,600 | $6,897,857 | -$650,743 | -8.62% | |
| Us Bancorp \De\ | 0.01% | 469,048 | $6,801,196 | $6,214,886 | -$586,310 | -8.62% | |
| Vanguard Capital Management Llc | 0.00% | 391,576 | $5,677,852 | $5,188,382 | -$489,470 | -8.62% | |
| Geode Capital Management, Llc | 0.00% | 228,504 | $3,314,114 | $3,027,678 | -$286,436 | -8.64% | |
| Wasatch Advisors Lp | 0.02% | 235,416 | $2,622,534 | $3,119,262 | +$496,728 | +18.94% | |
| Dimensional Fund Advisors Lp | 0.00% | 118,796 | $1,722,673 | $1,574,047 | -$148,626 | -8.63% | |
| State Street Corp | 0.00% | 86,864 | $1,259,528 | $1,150,948 | -$108,580 | -8.62% | |
| Bridgeway Capital Management, Llc | 0.02% | 75,737 | $1,098,187 | $1,003,515 | -$94,672 | -8.62% | |
| Northern Trust Corp | 0.00% | 75,480 | $1,094,461 | $1,000,110 | -$94,351 | -8.62% | |
| Vanguard Portfolio Management Llc | 0.00% | 65,259 | $946,256 | $864,682 | -$81,574 | -8.62% | |
| Vanguard Fiduciary Trust Co | 0.00% | 63,942 | $927,159 | $847,232 | -$79,928 | -8.62% | |
| Emerald Mutual Fund Advisers Trust | 0.03% | 54,364 | $788,278 | $720,323 | -$67,955 | -8.62% | |
| Pmc Fig Opportunities Llc | 1.16% | 50,000 | $725,000 | $662,500 | -$62,500 | -8.62% | |
| Morgan Stanley | 0.00% | 40,710 | $590,296 | $539,408 | -$50,889 | -8.62% | |
| Smith, Moore & Co. | 0.04% | 38,000 | $551,000 | $503,500 | -$47,500 | -8.62% | |
| Militia Capital Management Llc | 0.09% | 35,576 | $515,852 | $471,382 | -$44,470 | -8.62% | |
| Strs Ohio | 0.00% | 38,900 | $433,346 | $515,425 | +$82,079 | +18.94% | |
| Charles Schwab Investment Management Inc | 0.00% | 27,944 | $405,188 | $370,258 | -$34,930 | -8.62% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 25,800 | $374,100 | $341,850 | -$32,250 | -8.62% |
| Goldman Sachs Group Inc | 0.00% | 25,598 | $371,171 | $339,174 | -$31,998 | -8.62% | |
| Arcus Capital Partners, Llc | 0.15% | 25,140 | $364,530 | $333,105 | -$31,425 | -8.62% | |
| Scoggin Management Lp | 0.09% | 25,000 | $362,500 | $331,250 | -$31,250 | -8.62% | |
| Ep Wealth Advisors, Llc | 0.00% | 23,806 | $345,187 | $315,430 | -$29,758 | -8.62% | |
| Empowered Funds, Llc | 0.00% | 23,537 | $341,287 | $311,865 | -$29,422 | -8.62% | |
| Tempus Wealth Planning, Llc | 0.06% | 28,022 | $312,165 | $371,292 | +$59,127 | +18.94% | |
| Bank Of New York Mellon Corp | 0.00% | 21,105 | $306,023 | $279,641 | -$26,382 | -8.62% | |
| Stephens Inc | 0.00% | 16,129 | $233,871 | $213,709 | -$20,162 | -8.62% | |
| Nuveen, Llc | 0.00% | 14,211 | $206,060 | $188,296 | -$17,764 | -8.62% | |
| Gsa Capital Partners Llp | 0.01% | 13,652 | $198,000 | $180,889 | -$17,111 | -8.64% | |
| Norden Group Llc | 0.01% | 16,921 | $188,500 | $224,203 | +$35,703 | +18.94% | |
| Squarepoint Ops Llc | 0.00% | 12,010 | $174,145 | $159,133 | -$15,013 | -8.62% | |
| Aqr Capital Management Llc | 0.00% | 11,523 | $167,084 | $152,680 | -$14,404 | -8.62% | |
| Lpl Financial Llc | 0.00% | 10,565 | $153,193 | $139,986 | -$13,207 | -8.62% | |
| Deutsche Bank Ag\ | 0.00% | 9,580 | $138,911 | $126,935 | -$11,976 | -8.62% | |
| Ifp Advisors, Inc | 0.00% | 12,000 | $133,680 | $159,000 | +$25,320 | +18.94% | |
| Wells Fargo & Company/Mn | 0.00% | 8,547 | $123,932 | $113,248 | -$10,684 | -8.62% | |
| Rhumbline Advisers | 0.00% | 6,526 | $94,625 | $86,470 | -$8,156 | -8.62% | |
| Los Angeles Capital Management Llc | 0.00% | 6,189 | $89,741 | $82,004 | -$7,737 | -8.62% | |
| Citigroup Inc | 0.00% | 4,509 | $65,381 | $59,744 | -$5,637 | -8.62% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 4,441 | $64,395 | $58,843 | -$5,552 | -8.62% | |
| New York State Common Retirement Fund | 0.00% | 4,400 | $63,800 | $58,300 | -$5,500 | -8.62% | |
| Jpmorgan Chase & Co | 0.00% | 4,153 | $60,925 | $55,027 | -$5,898 | -9.68% | |
| Vanguard Global Advisers, Llc | 0.00% | 4,152 | $60,204 | $55,014 | -$5,190 | -8.62% | |
| Barclays Plc | 0.00% | 4,091 | $59,320 | $54,206 | -$5,114 | -8.62% | |
| Russell Investments Group, Ltd. | 0.00% | 3,706 | $53,737 | $49,105 | -$4,633 | -8.62% | |
| Globeflex Capital L P | 0.01% | 3,300 | $47,850 | $43,725 | -$4,125 | -8.62% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 2,052 | $29,754 | $27,189 | -$2,565 | -8.62% | |
| Ubs Group Ag | 0.00% | 1,705 | $24,723 | $22,591 | -$2,132 | -8.62% | |
| Bnp Paribas Financial Markets | 0.00% | 1,582 | $22,939 | $20,962 | -$1,978 | -8.62% |
Frequently asked questions about FINW
Who are the largest institutional holders of FINW?
The largest institutional holders of FINW reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Blackrock, Inc., Us Bancorp \De\, Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported FINW position.
What is FINW institutional ownership?
This page tracks FINW positions reported by institutional investment managers through SEC Form 13F. FINWISE BANCORP (FINW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FINW?
InsiderSet currently tracks 70 institutional managers reporting FINW 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 FINW shareholders.
How much FINW stock do institutions own?
Institutional investment managers disclosed approximately $55.27M in FINW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FINW institutional ownership last updated?
The latest FINW 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 FINW 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 FINW position after the reporting date.
Are institutions buying or selling FINW?
Institutional buying and selling can be analyzed by comparing FINW positions across consecutive 13F reporting periods. InsiderSet's FINW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FINW ownership changes.
How has FINW institutional ownership changed over time?
InsiderSet tracks FINW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.