Bankwell Financial Group, Inc. - Common Stock (BWFG) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BWFG on Nasdaq
Shares outstanding
7,873,692
Price per share
$45.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,455,865
Total reported value
$152,780,754
% of total 13F portfolios
0%
Share change
+320,959
Value change
+$14,416,105
Number of holders
96
Price from insider filings
$45.83
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Bankwell Financial Group, Inc. - Common Stock (BWFG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SEIDMAN LAWRENCE B 10% +5% $29,873,001 +$1,501,109 788,622 +5.3% Lawrence B Seidman 12 Sep 2025
BlackRock, Inc. 5.2% +4.4% $18,762,999 +$773,191 409,432 +4.3% BlackRock, Inc. 31 Dec 2025
Bauer George P 5% $16,534,309 392,180 George P. Bauer 10 Dec 2025

As of 30 Sep 2025, 96 institutional investors reported holding 3,455,865 shares of Bankwell Financial Group, Inc. - Common Stock (BWFG). This represents 44% of the company’s total 7,873,692 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Bankwell Financial Group, Inc. - Common Stock (BWFG) together control 38% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 5.9% 464,760 +11% 0% $20,565,631
VANGUARD GROUP INC 4.7% 366,963 +3.9% 0% $16,238,113
DIMENSIONAL FUND ADVISORS LP 4% 313,194 +3.6% 0% $13,859,667
Fourthstone LLC 2.3% 177,321 -34% 1.4% $7,846,454
Pacific Ridge Capital Partners, LLC 2.2% 172,537 -2.3% 1.7% $7,634,762
GEODE CAPITAL MANAGEMENT, LLC 2% 160,396 +0.63% 0% $7,099,307
RENAISSANCE TECHNOLOGIES LLC 1.5% 118,348 -10% 0.01% $5,236,899
Siena Capital Partners GP, LLC 1.5% 116,138 +5.3% 1.5% $5,139,107
ACADIAN ASSET MANAGEMENT LLC 1.4% 111,241 +19% 0.01% $4,918,000
STATE STREET CORP 1.4% 109,573 +37% 0% $4,848,605
BANC FUNDS CO LLC 1.4% 108,423 -14% 0.84% $4,797,718
GM Advisory Group, LLC 1.3% 105,587 +0.5% 0.2% $4,672,246
Hillsdale Investment Management Inc. 1.2% 96,717 0.13% $4,279,727
LSV ASSET MANAGEMENT 1.1% 85,200 -20% 0.01% $3,770,000
COMMONWEALTH EQUITY SERVICES, LLC 0.9% 70,722 +0.37% 0% $3,129,000
NORTHERN TRUST CORP 0.88% 69,047 -1.7% 0% $3,055,330
GOLDMAN SACHS GROUP INC 0.66% 51,877 +58% 0% $2,295,557
AMERICAN CENTURY COMPANIES INC 0.65% 50,972 +40% 0% $2,255,511
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.63% 49,794 +5.8% 0.05% $2,203,385
MARSHALL WACE, LLP 0.47% 37,165 0% $1,644,552
KENNEDY CAPITAL MANAGEMENT LLC 0.46% 36,312 0% 0.04% $1,606,806
Bank of New York Mellon Corp 0.42% 33,107 +4.4% 0% $1,464,991
MORGAN STANLEY 0.37% 29,282 -5.9% 0% $1,295,759
Informed Momentum Co LLC 0.36% 28,092 0.14% $1,243,071
Trexquant Investment LP 0.32% 25,079 +133% 0.01% $1,109,746

Institutional Holders of Bankwell Financial Group, Inc. - Common Stock (BWFG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 131 $6,004 -$24,038 $45.83 6
2025 Q3 3,455,865 $152,780,754 +$14,416,105 $44.25 96
2025 Q2 3,155,758 $113,705,082 +$3,679,585 $36.03 82
2025 Q1 3,054,931 $92,195,179 +$911,137 $30.18 78
2024 Q4 3,025,008 $94,231,306 +$6,080,580 $31.15 70
2024 Q3 2,830,764 $84,783,598 +$2,740,253 $29.95 69
2024 Q2 2,742,751 $69,583,367 +$486,990 $25.37 65
2024 Q1 2,718,170 $70,509,735 -$3,512,048 $25.94 63
2023 Q4 2,838,899 $85,661,152 +$6,979,543 $30.18 71
2023 Q3 2,612,742 $63,422,308 +$1,383,467 $24.27 67
2023 Q2 2,566,833 $62,612,806 +$223,505 $24.38 68
2023 Q1 2,545,527 $63,276,449 -$2,512,124 $24.86 67
2022 Q4 2,626,176 $77,313,416 +$1,934,228 $29.43 74
2022 Q3 2,581,185 $75,146,527 -$2,105,792 $29.11 69
2022 Q2 2,617,097 $81,262,434 +$7,700,444 $31.05 67
2022 Q1 2,426,718 $82,094,000 -$4,368,370 $33.83 55
2021 Q4 2,525,671 $82,940,777 -$3,640,591 $32.84 48
2021 Q3 2,658,762 $77,733,649 +$149,090 $29.26 54
2021 Q2 2,657,577 $73,458,427 -$12,944,437 $27.64 49
2021 Q1 3,139,101 $84,599,632 -$2,971,683 $26.95 49
2020 Q4 3,950,741 $77,242,037 +$117,889 $19.55 47
2020 Q3 3,874,103 $54,821,121 -$2,047,092 $14.15 47
2020 Q2 4,100,375 $65,187,816 +$10,604,521 $15.90 54
2020 Q1 3,442,034 $52,526,919 -$2,701,772 $15.26 54
2019 Q4 4,220,528 $121,715,805 +$3,162,296 $28.84 56
2019 Q3 4,162,469 $114,453,522 -$1,166,757 $27.50 56
2019 Q2 4,199,999 $120,540,257 +$1,543,660 $28.70 57
2019 Q1 4,168,336 $121,627,742 +$572,523 $29.18 55
2018 Q4 4,148,302 $118,634,565 +$8,088,473 $28.71 60
2018 Q3 3,830,645 $120,126,896 +$1,640,544 $31.36 55
2018 Q2 3,778,160 $121,461,044 -$3,318,852 $32.15 54
2018 Q1 3,874,855 $124,920,965 +$1,412,465 $32.28 53
2017 Q4 3,836,492 $131,742,375 +$2,884,957 $34.34 61
2017 Q3 3,739,696 $138,131,209 +$3,277,344 $36.93 51
2017 Q2 3,652,590 $114,068,208 +$1,818,372 $31.23 48
2017 Q1 3,594,004 $123,591,000 +$16,803,534 $34.39 47
2016 Q4 3,371,239 $109,563,560 +$3,161,773 $32.50 55
2016 Q3 3,143,463 $74,464,971 -$109,457 $23.69 47
2016 Q2 3,148,094 $69,447,630 +$11,277,311 $22.06 42
2016 Q1 2,638,312 $51,665,000 +$1,496,589 $19.57 27
2015 Q4 2,555,946 $50,726,000 +$4,678,513 $19.85 25
2015 Q3 2,339,128 $42,758,000 -$388,268 $18.28 25
2015 Q2 2,363,344 $42,127,548 -$165,513 $17.82 24
2015 Q1 2,371,842 $45,567,000 +$968,138 $19.26 22
2014 Q4 2,321,165 $48,743,710 +$2,844,164 $21.00 22
2014 Q3 2,184,895 $41,449,000 +$2,394,410 $18.97 18
2014 Q2 2,067,738 $35,074,000 +$35,074,000 $17.00 14