Bankwell Financial Group, Inc. - BWFG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 491,344 | 22,513 | 0.0% | 0.0% | 1 | +26,584 | 5.72% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 366,786 | 16,806 | 0.0% | 0.0% | 2 | -177 | -0.05% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 314,446 | 14,408 | 0.0% | 0.0% | 3 | +1,252 | 0.4% | Q4 2025 | Feb 12, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 167,564 | 7,677 | 1.69% | 1.68% | 4 | -4,973 | -2.88% | Q4 2025 | Feb 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 159,281 | 7,300 | 0.0% | 0.0% | 5 | -1,115 | -0.7% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 149,830 | 6,859 | 0.01% | 0.01% | 6 | +38,589 | 34.69% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 116,155 | 5,322 | 0.01% | 0.01% | 7 | -2,193 | -1.85% | Q4 2025 | Feb 12, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 116,138 | 5,321 | 1.43% | 1.47% | 8 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 115,711 | 5,301 | 0.0% | 0.0% | 9 | +6,138 | 5.6% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 106,059 | 4,859 | 0.19% | 0.2% | 10 | +472 | 0.45% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 99,900 | 4,577 | 0.13% | 0.13% | 11 | +3,183 | 3.29% | Q4 2025 | Feb 10, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 96,423 | 4,418 | 0.87% | 0.84% | 12 | -12,000 | -11.07% | Q4 2025 | Feb 12, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 77,700 | 3,560 | 0.01% | 0.01% | 13 | -7,500 | -8.8% | Q4 2025 | Feb 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 70,404 | 3,225 | 0.0% | 0.0% | 14 | +19,432 | 38.12% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 69,621 | 3,190 | 0.0% | 0.0% | 15 | -1,101 | -1.56% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 68,079 | 3,119 | 0.0% | 0.0% | 16 | +52,376 | 333.54% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 64,626 | 2,961 | 0.0% | 0.0% | 17 | -4,421 | -6.4% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 58,214 | 2,667 | 0.0% | 0.0% | 18 | +6,337 | 12.22% | Q4 2025 | Mar 25, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 52,255 | 2,394 | 0.05% | 0.05% | 19 | +2,461 | 4.94% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 42,776 | 1,959 | 0.0% | 0.0% | 20 | +18,130 | 73.56% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | Added to | 39,486 | 1,809 | 0.02% | 0.01% | 21 | +14,407 | 57.45% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 36,990 | 1,694 | 0.0% | 0.0% | 22 | +7,708 | 26.32% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,705 | 1,590 | 0.0% | 0.0% | 23 | +16,595 | 91.63% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 34,415 | 1,576 | 0.0% | — | 24 | +34,415 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 31,882 | 1,460 | 0.0% | 0.0% | 25 | +24,007 | 304.85% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 31,789 | 1,456 | 0.0% | 0.0% | 26 | +13,579 | 74.57% | Q4 2025 | Feb 12, 2026 |
| Informed Momentum Co LLC | History | No change | 28,092 | 1,287 | 0.14% | 0.14% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 27,795 | 1,273 | 0.0% | 0.0% | 28 | +3,755 | 15.62% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 27,253 | 1,248 | 0.02% | 0.01% | 29 | +2,461 | 9.93% | Q4 2025 | Feb 18, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 26,070 | 1,195 | 0.02% | 0.01% | 30 | +12,355 | 90.08% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 25,003 | 1,145 | 0.02% | 0.04% | 31 | -11,309 | -31.14% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 24,902 | 1,141 | 0.0% | 0.0% | 32 | +3,600 | 16.9% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | No change | 21,903 | 1,003 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 21,323 | 977 | 0.02% | 0.01% | 34 | -607 | -2.77% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 21,002 | 962 | 0.0% | 0.0% | 35 | -12,105 | -36.56% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 20,483 | 938 | 0.0% | 0.0% | 36 | +8,700 | 73.84% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 20,300 | 930 | 0.0% | — | 37 | +20,300 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 20,219 | 926 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 19,556 | 896 | 0.0% | — | 39 | +19,556 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 18,938 | 874 | 0.0% | 0.0% | 40 | +6,882 | 57.08% | Q4 2025 | Mar 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 17,300 | 792 | 0.0% | 0.0% | 41 | +3,700 | 27.21% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,928 | 775 | 0.0% | 0.0% | 42 | +94 | 0.56% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 12,712 | 582 | 0.0% | 0.0% | 43 | +4,350 | 52.02% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,665 | 534 | 0.0% | 0.0% | 44 | +3,542 | 43.6% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 11,613 | 532 | 0.01% | — | 45 | +11,613 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 11,424 | 523 | 0.0% | 0.0% | 46 | +5,297 | 86.45% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,197 | 513 | 0.0% | 0.0% | 47 | +1,396 | 14.24% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 11,036 | 505 | 0.0% | 0.0% | 48 | -26,129 | -70.31% | Q4 2025 | Feb 13, 2026 |
| Bridge City Capital, LLC | History | Reduced | 10,581 | 484 | 0.14% | 0.15% | 49 | -2,228 | -17.39% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 9,771 | 447 | 0.0% | — | 50 | +9,771 | New | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | New | 9,669 | 443 | 0.04% | — | 51 | +9,669 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Quantitative Investments LLC | History | New | 9,669 | 443 | 0.1% | — | 52 | +9,669 | New | Q4 2025 | Feb 12, 2026 |
| Sierra Capital LLC | History | Added to | 9,327 | 427 | 0.05% | 0.05% | 53 | +41 | 0.44% | Q4 2025 | Feb 18, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 9,283 | 425 | 0.0% | 0.0% | 54 | -904 | -8.87% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 8,031 | 367 | 0.0% | — | 55 | +8,031 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 7,347 | 336 | 0.0% | 0.0% | 56 | -3,510 | -32.33% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 7,252 | 332 | 0.0% | 0.0% | 57 | +1,520 | 26.52% | Q4 2025 | Feb 19, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,714 | 307 | 0.0% | 0.0% | 58 | -117 | -1.71% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | New | 6,140 | 281 | 0.0% | — | 59 | +6,140 | New | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,610 | 257 | 0.01% | 0.01% | 60 | +26 | 0.47% | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 5,569 | 255 | 0.0% | 0.0% | 61 | +384 | 7.41% | Q4 2025 | Feb 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 5,372 | 246 | 0.02% | 0.03% | 62 | -413 | -7.14% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 5,683 | 245 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 5,000 | 229 | 0.0% | — | 64 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 5,000 | 229 | 0.18% | — | 65 | +5,000 | New | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,958 | 227 | 0.0% | 0.0% | 66 | -2,254 | -31.25% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 4,923 | 226 | 0.0% | — | 67 | +4,923 | New | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | New | 4,392 | 201 | 0.0% | — | 68 | +4,392 | New | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,124 | 189 | 0.0% | — | 69 | +4,124 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,126 | 189 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,351 | 153 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,330 | 152 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,306 | 151 | 0.0% | 0.0% | 73 | +42 | 1.29% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 2,900 | 132 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,253 | 103 | 0.0% | 0.0% | 75 | +78 | 3.59% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 1,978 | 90 | 0.0% | 0.0% | 76 | +419 | 26.88% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 1,689 | 77 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 1,492 | 68 | 0.0% | 0.0% | 78 | -816 | -35.36% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 1,245 | 57 | 0.0% | 0.0% | 79 | +204 | 19.6% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 806 | 36 | 0.0% | 0.0% | 80 | +121 | 17.66% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 722 | 33 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 646 | 29 | 0.0% | 0.0% | 82 | -19 | -2.86% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 458 | 21 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| State of Alaska, Department of Revenue | History | New | 429 | 19 | 0.0% | — | 85 | +429 | New | Q4 2025 | Jan 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 435 | 19 | 0.0% | 0.0% | 84 | -32 | -6.85% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 350 | 16 | 0.0% | 0.0% | 86 | -64 | -15.46% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 338 | 15 | 0.0% | 0.0% | 87 | -75 | -18.16% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 285 | 13 | 0.0% | 0.0% | 88 | -204 | -41.72% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 222 | 10 | 0.0% | 0.0% | 89 | +26 | 13.27% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 200 | 9 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | New | 98 | 4 | 0.0% | — | 91 | +98 | New | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 62 | 2 | 0.0% | 0.0% | 94 | -66 | -51.56% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 55 | 2 | 0.0% | — | 93 | +55 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 57 | 2 | 0.0% | 0.0% | 92 | +5 | 9.62% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 34 | 1 | 0.0% | — | 98 | +34 | New | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 39 | 1 | 0.0% | 0.0% | 99 | +1 | 2.63% | Q4 2025 | Jan 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 22 | 1 | 0.0% | — | 95 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -177,321 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -17,144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -460 | -96.23% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 4 | 0 | — | 0.0% | — | -47 | -92.16% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 10, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 10 | 0 | — | — | — | +6 | 150.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Planning Group LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |