Latest Period
Q4 2025
Security Snapshot
Finwise Bancorp - COM (FINW) Institutional Ownership
CUSIP: 31813A109
13F Institutional Holders and Ownership History from Q4 2021 to Q1 2026
Institutions Reporting
56
Shares (Excl. Options)
4,001,253
Price
$17.94
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- Type / Class
- Equity / COM
- Symbol
- FINW on Nasdaq
- Shares outstanding
- 13,684,455
- Price per share
- $15.93
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 4,001,253
- Total reported value
- $71,783,827
- % of total 13F portfolios
- 0%
- Share change
- -12,213
- Value change
- -$218,535
- Number of holders
- 56
- Price from insider filings
- $15.93
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- FINW - Finwise Bancorp - COM is tracked under CUSIP 31813A109.
- 56 institutions reported positions in Q4 2025.
- 2 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 56 to 24 between Q4 2025 and Q1 2026.
- Reported value moved from $71,783,827 to $23,245,971.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 56 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 31813A109?
CUSIP 31813A109 identifies FINW - Finwise Bancorp - COM in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 31813A109:
Significant Owners of Finwise Bancorp - COM (FINW) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 6.1% | $14,187,758 | 810,266 | AllianceBernstein L.P. | 31 Mar 2025 | |||
| WASATCH ADVISORS LP | 4.4% | -18% | $10,723,686 | -$1,816,495 | 602,116 | -14% | Wasatch Advisors LP | 31 Dec 2025 |
As of 31 Dec 2025, 56 institutional investors reported holding 4,001,253 shares of Finwise Bancorp - COM (FINW). This represents 29% of the company’s total 13,684,455 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Finwise Bancorp - COM (FINW) together control 28% 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 |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 5.6% | 767,406 | -0.56% | 0% | $13,767,264 |
| WASATCH ADVISORS LP | 4.4% | 602,116 | -20% | 0.06% | $10,801,961 |
| BlackRock, Inc. | 3.8% | 517,808 | +27% | 0% | $9,289,475 |
| VANGUARD GROUP INC | 3.7% | 502,455 | +3.1% | 0% | $9,014,043 |
| US BANCORP \DE\ | 3.2% | 439,048 | +2.3% | 0.01% | $7,876,521 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 206,561 | +1.2% | 0% | $3,706,592 |
| DIMENSIONAL FUND ADVISORS LP | 0.81% | 110,643 | -0.37% | 0% | $1,984,713 |
| Siena Capital Partners GP, LLC | 0.67% | 91,588 | -33% | 0.44% | $1,643,089 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.65% | 88,889 | +0.79% | 0.03% | $1,594,669 |
| STATE STREET CORP | 0.63% | 86,148 | +11% | 0% | $1,545,495 |
| NORTHERN TRUST CORP | 0.48% | 65,590 | -7.8% | 0% | $1,176,684 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.4% | 54,364 | -36% | 0.05% | $975,290 |
| Militia Capital Partners, LP | 0.37% | 50,000 | 0% | 0.35% | $897,000 |
| GOLDMAN SACHS GROUP INC | 0.3% | 40,565 | +110% | 0% | $727,736 |
| SMITH, MOORE & CO. | 0.28% | 38,000 | 0% | 0.05% | $681,720 |
| Empowered Funds, LLC | 0.21% | 28,537 | 0% | 0.01% | $511,954 |
| Tempus Wealth Planning, LLC | 0.2% | 28,022 | 0% | 0.12% | $502,715 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.2% | 27,418 | 0% | 0% | $491,879 |
| Global Retirement Partners, LLC | 0.2% | 27,000 | 0% | 0.01% | $484,380 |
| RENAISSANCE TECHNOLOGIES LLC | 0.18% | 24,000 | -7.4% | 0% | $430,560 |
| Bank of New York Mellon Corp | 0.15% | 20,417 | -1.6% | 0% | $366,281 |
| NORDEN GROUP LLC | 0.12% | 16,921 | +19% | 0.03% | $303,563 |
| STEPHENS INC /AR/ | 0.12% | 16,129 | 0% | $289,354 | |
| BARCLAYS PLC | 0.11% | 14,634 | +14% | 0% | $262,534 |
| LPL Financial LLC | 0.09% | 12,655 | -7.3% | 0% | $227,031 |
Institutional Holders of Finwise Bancorp - COM (FINW) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,465,697 | $23,245,971 | +$216,995 | $15.86 | 24 |
| 2025 Q4 | 4,001,253 | $71,783,827 | -$218,535 | $17.94 | 56 |
| 2025 Q3 | 4,013,377 | $77,821,365 | +$584,001 | $19.39 | 51 |
| 2025 Q2 | 4,002,544 | $60,078,345 | +$3,286,063 | $15.01 | 46 |
| 2025 Q1 | 3,723,792 | $65,204,657 | +$4,899,783 | $17.51 | 40 |
| 2024 Q4 | 3,449,160 | $55,118,763 | +$2,577,149 | $15.98 | 36 |
| 2024 Q3 | 3,294,263 | $51,389,094 | +$6,224,416 | $15.60 | 31 |
| 2024 Q2 | 2,916,192 | $29,774,628 | +$915,683 | $10.21 | 30 |
| 2024 Q1 | 2,827,215 | $28,413,493 | -$641,918 | $10.05 | 32 |
| 2023 Q4 | 2,836,458 | $40,590,360 | +$3,589,192 | $14.31 | 33 |
| 2023 Q3 | 2,592,052 | $22,425,356 | -$959,595 | $8.64 | 23 |
| 2023 Q2 | 2,688,331 | $24,060,571 | -$1,862,127 | $8.95 | 22 |
| 2023 Q1 | 2,881,654 | $25,387,984 | -$1,906,229 | $8.81 | 19 |
| 2022 Q4 | 3,090,899 | $28,622,093 | -$1,758,120 | $9.26 | 23 |
| 2022 Q3 | 3,280,702 | $29,624,000 | -$989,205 | $9.03 | 23 |
| 2022 Q2 | 3,197,193 | $29,827,000 | -$1,922,924 | $9.33 | 23 |
| 2022 Q1 | 3,444,380 | $59,228,000 | +$966,453 | $17.15 | 24 |
| 2021 Q4 | 3,429,691 | $47,295,000 | +$47,295,000 | $13.79 | 15 |