| 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 | 5.3% | $12,328,949 | 704,109 | WASATCH ADVISORS LP | 31 Mar 2025 |
As of 30 Sep 2025, 51 institutional investors reported holding 4,013,377 shares of Finwise Bancorp - Common Stock (FINW). This represents 30% of the company’s total 13,283,049 outstanding shares.
The largest institutional shareholders of Finwise Bancorp - Common Stock (FINW) together control 30% 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. | 5.8% | 771,701 | +0.57% | 0% | $14,963,282 |
| WASATCH ADVISORS LP | 5.7% | 754,543 | +7.2% | 0.08% | $14,630,589 |
| VANGUARD GROUP INC | 3.7% | 487,323 | +0.36% | 0% | $9,449,193 |
| US BANCORP \DE\ | 3.2% | 429,048 | 0% | 0.01% | $8,319,241 |
| BlackRock, Inc. | 3.1% | 407,705 | +20% | 0% | $7,905,399 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 204,145 | -0.09% | 0% | $3,959,381 |
| Siena Capital Partners GP, LLC | 1% | 137,123 | 0% | 0.76% | $2,658,815 |
| DIMENSIONAL FUND ADVISORS LP | 0.84% | 111,055 | -0.4% | 0% | $2,154,008 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.66% | 88,189 | -4.9% | 0.04% | $1,709,985 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.64% | 85,424 | 0% | 0.09% | $1,656,371 |
| STATE STREET CORP | 0.59% | 77,719 | +8.1% | 0% | $1,506,971 |
| NORTHERN TRUST CORP | 0.54% | 71,127 | +4.7% | 0% | $1,379,153 |
| Militia Capital Partners, LP | 0.38% | 50,000 | -33% | 0.47% | $969,500 |
| SMITH, MOORE & CO. | 0.29% | 38,000 | -5% | 0.06% | $736,820 |
| Empowered Funds, LLC | 0.21% | 28,537 | +7.7% | 0.01% | $553,332 |
| Tempus Wealth Planning, LLC | 0.21% | 28,022 | 0% | 0.12% | $543,347 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.21% | 27,418 | 0% | 0% | $531,635 |
| Global Retirement Partners, LLC | 0.2% | 27,000 | 0% | 0.01% | $523,530 |
| RENAISSANCE TECHNOLOGIES LLC | 0.2% | 25,917 | -31% | 0% | $502,531 |
| Bank of New York Mellon Corp | 0.16% | 20,752 | +17% | 0% | $402,381 |
| GOLDMAN SACHS GROUP INC | 0.15% | 19,341 | 0% | $375,022 | |
| NORDEN GROUP LLC | 0.11% | 14,200 | 0% | 0.03% | $275,338 |
| LPL Financial LLC | 0.1% | 13,655 | 0% | $264,770 | |
| BARCLAYS PLC | 0.1% | 12,848 | -25% | 0% | $249,123 |
| Nuveen, LLC | 0.09% | 11,793 | 0% | 0% | $228,666 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 45,026 | $807,767 | +$49,676 | $17.94 | 3 |
| 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 |