Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BWFG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 480K | $23.3M | -2.3% | 6.024% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 319K | $15.5M | +1.5% | 4.004% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 283K | $13.7M | — | 3.548% | 0.00% |
| 4 | Pacific Ridge Capital Partners, LLC | 168K | $8.2M | +0.3% | 2.107% | 1.76% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 156K | $7.6M | -1.9% | 1.959% | 0.00% |
| 6 | STATE STREET CORP | 131K | $6.3M | +13.1% | 1.641% | 0.00% |
| 7 | Siena Capital Partners GP, LLC | 116K | $5.6M | 0.0% | 1.457% | 1.46% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 108K | $5.2M | -7.4% | 1.349% | 0.01% |
| 9 | GM Advisory Group, Inc. | 106K | $5.2M | +0.4% | 1.336% | 0.20% |
| 10 | AMERICAN CENTURY COMPANIES INC | 106K | $5.1M | +50.5% | 1.329% | 0.00% |
| 11 | Hillsdale Investment Management Inc. | 106K | $5.1M | +6.0% | 1.328% | 0.14% |
| 12 | BANC FUNDS CO LLC | 96K | $4.7M | 0.0% | 1.209% | 0.87% |
| 13 | GOLDMAN SACHS GROUP INC | 91K | $4.4M | +55.9% | 1.138% | 0.00% |
| 14 | TWO SIGMA INVESTMENTS, LP | 85K | $4.1M | +25.0% | 1.067% | 0.00% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 70K | $3.4M | +0.3% | 0.876% | 0.00% |
| 16 | Nuveen, LLC | 67K | $3.3M | +57.6% | 0.845% | 0.00% |
| 17 | NORTHERN TRUST CORP | 66K | $3.2M | +2.6% | 0.832% | 0.00% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55K | $2.7M | +5.1% | 0.689% | 0.05% |
| 19 | Qube Research & Technologies Ltd | 53K | $2.6M | +53.0% | 0.660% | 0.00% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 51K | $2.5M | +148.8% | 0.639% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 45K | $2.2M | — | 0.568% | 0.00% |
| 22 | SEI INVESTMENTS CO | 41K | $2.0M | +111.4% | 0.519% | 0.00% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 39K | $1.9M | — | 0.487% | 0.00% |
| 24 | MORGAN STANLEY | 33K | $1.6M | -10.5% | 0.415% | 0.00% |
| 25 | Trexquant Investment LP | 30K | $1.5M | -23.6% | 0.378% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BWFG — a direct measure of their conviction.
Filings activity in BWFG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BWFG position in Q1 2026
Institutions that fully closed their BWFG position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 114 | +7.5% | 37.70% | +3.45 pp | $167M | +10% |
| Q4 2025 | 106 | +13% | 34.25% | +4.49 pp | $152M | +15% |
| Q3 2025 | 94 | +13% | 29.76% | +6.63 pp | $132M | +29% |
| Q2 2025 | 83 | +5.1% | 23.13% | +4.34 pp | $103M | +23% |
| Q1 2025 | 79 | +11% | 18.79% | 0.74 pp | $83M | 3.8% |
| Q4 2024 | 71 | +1.4% | 19.53% | +2.03 pp | $87M | +12% |
| Q3 2024 | 70 | +4.5% | 17.50% | +3.17 pp | $78M | +22% |
| Q2 2024 | 67 | — | 14.33% | — | $64M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | Dale Eric J | Buy | 588 | $53.70 | $32K |
| Jun 5, 2026 | Dunne Jeffrey R | Buy | 315 | $53.70 | $17K |
| Jun 5, 2026 | Porto Carl M | Buy | 370 | $53.70 | $20K |
| Jun 5, 2026 | SEIDMAN LAWRENCE B | Buy | 323 | $53.70 | $17K |
| May 15, 2026 | SEIDMAN LAWRENCE B | Buy | 170 | $49.92 | $8K |
| May 13, 2026 | SEIDMAN LAWRENCE B | Buy | 810 | $50.07 | $41K |
Quick answers to the most common questions about buying BWFG stock.
Based on Q1 2026 13F filings, institutional ownership of Bankwell Financial Group, Inc. stands at 37.7%, held across 114 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BWFG, with approximately 480,305 shares worth $0.02B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BWFG, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for BWFG is 70 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
17 institutions opened new positions in BWFG during Q1 2026, while 9 fully exited. 79 added to existing positions and 18 trimmed.
BWFG institutional ownership rose by 3.45 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 57.3% of all reported 13F value in BWFG, and the top 25 account for 84.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Bankwell Financial Group, Inc. (BWFG) Institutional Ownership