FINWISE BANCORP (FINW) Institutional Shareholders
FINWISE BANCORP (FINW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $60.11M in FINW holdings during the latest filing period.
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 $11.40M, representing an estimated loss of -11.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed FINW value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Blackrock, Inc., Wasatch Advisors Lp, 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
$60.11M
Largest Holder
Alliancebernstein L.P.
Largest Position
$12.92M
Insider Transactions (90d)
17
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
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 | $11,403,098 | -$1,514,983 | -11.73% | |
| Blackrock, Inc. | 0.00% | 520,593 | $7,548,600 | $7,288,302 | -$260,298 | -3.45% | |
| Wasatch Advisors Lp | 0.05% | 502,201 | $7,281,915 | $7,030,814 | -$251,101 | -3.45% | |
| Us Bancorp \De\ | 0.01% | 469,048 | $6,801,196 | $6,566,672 | -$234,524 | -3.45% | |
| Vanguard Capital Management Llc | 0.00% | 391,576 | $5,677,852 | $5,482,064 | -$195,788 | -3.45% | |
| Geode Capital Management, Llc | 0.00% | 228,504 | $3,314,114 | $3,199,056 | -$115,058 | -3.47% | |
| Dimensional Fund Advisors Lp | 0.00% | 118,796 | $1,722,673 | $1,663,144 | -$59,529 | -3.46% | |
| State Street Corp | 0.00% | 86,864 | $1,259,528 | $1,216,096 | -$43,432 | -3.45% | |
| Bridgeway Capital Management, Llc | 0.02% | 75,737 | $1,098,187 | $1,060,318 | -$37,869 | -3.45% | |
| Northern Trust Corp | 0.00% | 75,480 | $1,094,461 | $1,056,720 | -$37,741 | -3.45% | |
| Vanguard Portfolio Management Llc | 0.00% | 65,259 | $946,256 | $913,626 | -$32,630 | -3.45% | |
| Vanguard Fiduciary Trust Co | 0.00% | 63,942 | $927,159 | $895,188 | -$31,971 | -3.45% | |
| Emerald Mutual Fund Advisers Trust | 0.03% | 54,364 | $788,278 | $761,096 | -$27,182 | -3.45% | |
| Pmc Fig Opportunities Llc | 1.16% | 50,000 | $725,000 | $700,000 | -$25,000 | -3.45% | |
| Morgan Stanley | 0.00% | 40,710 | $590,296 | $569,940 | -$20,356 | -3.45% | |
| Smith, Moore & Co. | 0.04% | 38,000 | $551,000 | $532,000 | -$19,000 | -3.45% | |
| Militia Capital Management Llc | 0.09% | 35,576 | $515,852 | $498,064 | -$17,788 | -3.45% | |
| Tempus Wealth Planning, Llc | 0.08% | 28,022 | $406,319 | $392,308 | -$14,011 | -3.45% | |
| Charles Schwab Investment Management Inc | 0.00% | 27,944 | $405,188 | $391,216 | -$13,972 | -3.45% | |
| Sixth Street Partners Management Company, L.P. | 0.00% | 27,944 | $405,188 | $391,216 | -$13,972 | -3.45% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 25,800 | $374,100 | $361,200 | -$12,900 | -3.45% |
| Goldman Sachs Group Inc | 0.00% | 25,598 | $371,171 | $358,372 | -$12,799 | -3.45% | |
| Arcus Capital Partners, Llc | 0.15% | 25,140 | $364,530 | $351,960 | -$12,570 | -3.45% | |
| Scoggin Management Lp | 0.09% | 25,000 | $362,500 | $350,000 | -$12,500 | -3.45% | |
| Ep Wealth Advisors, Llc | 0.00% | 23,806 | $345,187 | $333,284 | -$11,903 | -3.45% | |
| Empowered Funds, Llc | 0.00% | 23,537 | $341,287 | $329,518 | -$11,769 | -3.45% | |
| Bank Of New York Mellon Corp | 0.00% | 21,105 | $306,023 | $295,470 | -$10,553 | -3.45% | |
| Norden Group Llc | 0.02% | 16,921 | $245,355 | $236,894 | -$8,461 | -3.45% | |
| Stephens Inc | 0.00% | 16,129 | $233,871 | $225,806 | -$8,065 | -3.45% | |
| Strs Ohio | 0.00% | 14,800 | $214,600 | $207,200 | -$7,400 | -3.45% | |
| Nuveen, Llc | 0.00% | 14,211 | $206,060 | $198,954 | -$7,106 | -3.45% | |
| Squarepoint Ops Llc | 0.00% | 12,010 | $174,145 | $168,140 | -$6,005 | -3.45% | |
| Ifp Advisors, Inc | 0.00% | 12,000 | $174,000 | $168,000 | -$6,000 | -3.45% | |
| Aqr Capital Management Llc | 0.00% | 11,523 | $167,084 | $161,322 | -$5,762 | -3.45% | |
| Lpl Financial Llc | 0.00% | 10,565 | $153,193 | $147,910 | -$5,283 | -3.45% | |
| Deutsche Bank Ag\ | 0.00% | 9,580 | $138,911 | $134,120 | -$4,791 | -3.45% | |
| Wells Fargo & Company/Mn | 0.00% | 8,547 | $123,932 | $119,658 | -$4,274 | -3.45% | |
| Rhumbline Advisers | 0.00% | 6,526 | $94,625 | $91,364 | -$3,261 | -3.45% | |
| Los Angeles Capital Management Llc | 0.00% | 6,189 | $89,741 | $86,646 | -$3,095 | -3.45% | |
| Citigroup Inc | 0.00% | 4,509 | $65,381 | $63,126 | -$2,255 | -3.45% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 4,441 | $64,395 | $62,174 | -$2,221 | -3.45% | |
| New York State Common Retirement Fund | 0.00% | 4,400 | $63,800 | $61,600 | -$2,200 | -3.45% | |
| Jpmorgan Chase & Co | 0.00% | 4,153 | $60,925 | $58,142 | -$2,783 | -4.57% | |
| Vanguard Global Advisers, Llc | 0.00% | 4,152 | $60,204 | $58,128 | -$2,076 | -3.45% | |
| Barclays Plc | 0.00% | 4,091 | $59,320 | $57,274 | -$2,046 | -3.45% | |
| Russell Investments Group, Ltd. | 0.00% | 3,706 | $53,737 | $51,884 | -$1,853 | -3.45% | |
| Globeflex Capital L P | 0.01% | 3,300 | $47,850 | $46,200 | -$1,650 | -3.45% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 2,052 | $29,754 | $28,728 | -$1,026 | -3.45% | |
| Ubs Group Ag | 0.00% | 1,705 | $24,723 | $23,870 | -$853 | -3.45% | |
| Bnp Paribas Financial Markets | 0.00% | 1,582 | $22,939 | $22,148 | -$791 | -3.45% |
Frequently asked questions about FINW
Who owns the most FINW stock?
The largest holders of FINW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FINWISE BANCORP (FINW).
Is FINW widely held by superinvestors?
Many widely followed stocks like FINW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FINW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.