| 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, 41 institutional investors reported holding 2,983,199 shares of Finwise Bancorp - COM (FINW). This represents 22% of the company’s total 13,684,455 outstanding shares.
The largest institutional shareholders of Finwise Bancorp - COM (FINW) together control 22% 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 |
|---|---|---|---|---|---|
| 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 |
| STATE STREET CORP | 0.63% | 86,148 | +11% | 0% | $1,545,495 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.4% | 54,364 | -36% | 0.05% | $975,290 |
| 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% | $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 |
| Nuveen, LLC | 0.09% | 11,793 | 0% | 0% | $211,566 |
| MORGAN STANLEY | 0.08% | 10,653 | +46% | 0% | $191,114 |
| WELLS FARGO & COMPANY/MN | 0.08% | 10,283 | +68% | 0% | $184,477 |
| DEUTSCHE BANK AG\ | 0.07% | 9,611 | +13% | 0% | $172,421 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,983,199 | $53,519,662 | -$727,896 | $17.94 | 41 |
| 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 |