Security Snapshot

Finwise Bancorp - COM (FINW) Institutional Ownership

CUSIP: 31813A109

13F Institutional Holders and Ownership History from Q4 2021 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

54

Shares (Excl. Options)

3,847,010

Price

$15.86

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-114,117
Value change
-$1,984,770
Number of holders
54
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
13,684,455
SEC-reported price per share
$16.18
Insider filing price
$16.18
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • FINW - Finwise Bancorp - COM is tracked under CUSIP 31813A109.
  • 54 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 57 to 54 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $71,783,845 to $62,678,232.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 54 institutions filings for Q1 2026.

Open SEC evidence

Security key

31813A109

Latest holder period

Q1 2026

13F holders

54

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
FINW
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 Mar 2026, 54 institutional investors reported holding 3,847,010 shares of Finwise Bancorp - COM (FINW). This represents 28% of the company’s total 13,684,455 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
27%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ALLIANCEBERNSTEIN L.P. 5.8% 799,876 +4.2% 0% $14,349,775
WASATCH ADVISORS LP 4.4% 602,116 0% 0.06% $9,549,560
US BANCORP \DE\ 3.4% 469,048 +6.8% 0.01% $7,439,101
BlackRock, Inc. 3.3% 456,238 -12% 0% $7,235,933
VANGUARD CAPITAL MANAGEMENT LLC 2.9% 390,853 0% 0% $6,198,929
GEODE CAPITAL MANAGEMENT, LLC 1.5% 199,970 -3.2% 0% $3,172,348
DIMENSIONAL FUND ADVISORS LP 0.83% 113,484 +2.6% 0% $1,799,872
STATE STREET CORP 0.64% 87,808 +1.9% 0% $1,392,635
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.61% 83,889 -5.6% 0.03% $1,330,480
NORTHERN TRUST CORP 0.5% 67,878 +3.5% 0% $1,076,545
VANGUARD FIDUCIARY TRUST CO 0.43% 59,100 0% 0% $937,326
VANGUARD PORTFOLIO MANAGEMENT LLC 0.4% 54,563 0% 0% $865,369
EMERALD MUTUAL FUND ADVISERS TRUST 0.4% 54,364 0% 0.04% $862,213
SMITH, MOORE & CO. 0.28% 38,000 0% 0.04% $602,680
GOLDMAN SACHS GROUP INC 0.27% 37,243 -8.2% 0% $590,674
Militia Capital Management LLC 0.23% 31,419 0% 0.11% $498,305
RENAISSANCE TECHNOLOGIES LLC 0.2% 28,026 +17% 0% $444,492
Tempus Wealth Planning, LLC 0.2% 28,022 0% 0.1% $444,429
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.18% 24,649 -10% 0% $390,933
EP Wealth Advisors, LLC 0.17% 23,799 +122% 0% $377,452
Empowered Funds, LLC 0.17% 23,537 -18% 0% $373,297
Bank of New York Mellon Corp 0.14% 19,273 -5.6% 0% $305,670
NORDEN GROUP LLC 0.12% 16,921 0% 0.03% $268,367
STEPHENS INC /AR/ 0.12% 16,129 0% 0% $255,806
LPL Financial LLC 0.11% 15,115 +19% 0% $239,724

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
18
Latest
Q1 2026
Rows shown
1-18 of 18
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,847,010 $62,678,232 -$1,984,770 $15.86 54
2025 Q4 4,001,254 $71,783,845 -$218,535 $17.94 57
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
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