Ranked by reported Q2 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. | 493K | $29.0M | +2.7% | 6.186% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 330K | $19.4M | +3.3% | 4.136% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 277K | $16.3M | -1.9% | 3.479% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 167K | $9.8M | +7.2% | 2.100% | 0.00% |
| 5 | Pacific Ridge Capital Partners, LLC | 167K | $9.8M | -0.8% | 2.091% | 1.78% |
| 6 | AMERICAN CENTURY COMPANIES INC | 158K | $9.3M | +49.3% | 1.984% | 0.00% |
| 7 | STATE STREET CORP | 146K | $8.6M | +11.7% | 1.833% | 0.00% |
| 8 | TWO SIGMA INVESTMENTS, LP | 118K | $7.0M | +39.2% | 1.485% | 0.01% |
| 9 | Siena Capital Partners GP, LLC | 116K | $6.8M | 0.0% | 1.457% | 1.65% |
| 10 | Hillsdale Investment Management Inc. | 111K | $6.5M | +4.8% | 1.392% | 0.15% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 109K | $6.4M | +113.8% | 1.367% | 0.00% |
| 12 | NORTHERN TRUST CORP | 95K | $5.6M | +42.5% | 1.185% | 0.00% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 94K | $5.5M | -12.8% | 1.176% | 0.01% |
| 14 | BANC FUNDS CO LLC | 90K | $5.3M | -6.2% | 1.134% | 0.88% |
| 15 | Wealthspire Advisors, LLC | 88K | $5.1M | β | 1.098% | 0.03% |
| 16 | Nuveen, LLC | 80K | $4.7M | +19.2% | 1.007% | 0.00% |
| 17 | Qube Research & Technologies Ltd | 74K | $4.4M | +41.0% | 0.931% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 73K | $4.3M | -19.1% | 0.921% | 0.00% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 67K | $4.0M | -3.6% | 0.845% | 0.00% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 54K | $3.2M | -2.1% | 0.675% | 0.06% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 46K | $2.7M | +2.5% | 0.583% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 41K | $2.4M | +5.5% | 0.514% | 0.00% |
| 23 | Empowered Funds, LLC | 32K | $1.9M | +7.5% | 0.404% | 0.01% |
| 24 | ALGERT GLOBAL LLC | 31K | $1.8M | +13.3% | 0.394% | 0.02% |
| 25 | MORGAN STANLEY | 30K | $1.8M | -8.4% | 0.380% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BWFG β a direct measure of their conviction.
Filings activity in BWFG during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 124 | +6.9% | 50.66% | +3.66 pp | $218M | +29% |
| Q1 2026 | 116 | +9.4% | 47.00% | +1.60 pp | $169M | +11% |
| Q4 2025 | 106 | +13% | 45.40% | +3.78 pp | $152M | +15% |
| Q3 2025 | 94 | +13% | 41.62% | +1.54 pp | $132M | +29% |
| Q2 2025 | 83 | +5.1% | 40.08% | +1.31 pp | $103M | +23% |
| Q1 2025 | 79 | +11% | 38.77% | +0.34 pp | $83M | 3.8% |
| Q4 2024 | 71 | +1.4% | 38.43% | +2.41 pp | $87M | +12% |
| Q3 2024 | 70 | β | 36.02% | β | $78M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator 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 | SEIDMAN LAWRENCE B | Buy | 323 | $53.70 | $17K |
| Jun 5, 2026 | Porto Carl M | Buy | 370 | $53.70 | $20K |
| 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 Q2 2026 13F filings, institutional ownership of Bankwell Financial Group, Inc. stands at 50.7%, held across 124 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BWFG, with approximately 493,180 shares worth $0.03B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BWFG, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
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.
18 institutions opened new positions in BWFG during Q2 2026, while 9 fully exited. 90 added to existing positions and 15 trimmed.
BWFG institutional ownership rose by 3.66 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 56.3% of all reported 13F value in BWFG, and the top 25 account for 83.4%.
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