Bankwell Financial Group, Inc. (BWFG) — Institutional Holders, Q2 2026
127 institutional investment managers reported a BWFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $237.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BWFG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Wealthspire AdvisorsNew · +87,538 sh+$5.1M
- ACADIAN ASSET MANAGEMENTAdded · +68,083 sh+$4.0M
- AQR CAPITAL MANAGEMENTAdded · +57,990 sh+$3.4M
- AMERICAN CENTURY COMPANIESAdded · +52,207 sh+$3.1M
- TWO SIGMA INVESTMENTSAdded · +33,349 sh+$2.0M
Biggest sellers
- MILLENNIUM MANAGEMENTSold out · -19,690 sh-$1.2M
- SEI INVESTMENTSTrimmed · -18,218 sh-$1.1M
- GOLDMAN SACHS GROUPTrimmed · -17,304 sh-$1.0M
- HSBC PLCTrimmed · -15,297 sh-$898.7K
- RENAISSANCE TECHNOLOGIESTrimmed · -13,800 sh-$810.8K
BWFG 13F holders ranked 1–100 of 127
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 493,180 sh | 493,180 | $29.0M | <0.01% | +2.7% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 329,747 sh | 329,747 | $19.4M | <0.01% | +3.3% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 277,398 sh | 277,398 | $16.3M | <0.01% | -1.9% |
| 4 | ACADIAN ASSET MANAGEMENT#4 · 232,761 sh | 232,761 | $13.7M | 0.02% | +41.3% |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 167,476 sh | 167,476 | $9.8M | <0.01% | +7.2% |
| 6 | Pacific Ridge Capital Partners#6 · 166,709 sh | 166,709 | $9.8M | 1.78% | -0.8% |
| 7 | AMERICAN CENTURY COMPANIES#7 · 158,198 sh | 158,198 | $9.3M | <0.01% | +49.3% |
| 8 | STATE STREET#8 · 146,182 sh | 146,182 | $8.6M | <0.01% | +11.7% |
| 9 | TWO SIGMA INVESTMENTS#9 · 118,419 sh | 118,419 | $7.0M | <0.01% | +39.2% |
| 10 | Siena Capital Partners GP#10 · 116,138 sh | 116,138 | $6.8M | 1.65% | 0.0% |
| 11 | Hillsdale Investment Management#11 · 111,000 sh | 111,000 | $6.5M | 0.15% | +4.8% |
| 12 | AQR CAPITAL MANAGEMENT#12 · 108,960 sh | 108,960 | $6.4M | <0.01% | +113.8% |
| 13 | NORTHERN#13 · 94,520 sh | 94,520 | $5.6M | <0.01% | +42.5% |
| 14 | RENAISSANCE TECHNOLOGIES#14 · 93,748 sh | 93,748 | $5.5M | <0.01% | -12.8% |
| 15 | BANC FUNDS#15 · 90,423 sh | 90,423 | $5.3M | 0.88% | -6.2% |
| 16 | Wealthspire Advisors#16 · 87,538 sh | 87,538 | $5.1M | 0.03% | New |
| 17 | Nuveen#17 · 80,322 sh | 80,322 | $4.7M | <0.01% | +19.2% |
| 18 | Qube Research & Technologies Ltd#18 · 74,260 sh | 74,260 | $4.4M | <0.01% | +41.0% |
| 19 | GOLDMAN SACHS GROUP#19 · 73,456 sh | 73,456 | $4.3M | <0.01% | -19.1% |
| 20 | LSV ASSET MANAGEMENT#20 · 69,593 sh | 69,593 | $4.1M | <0.01% | -0.2% |
| 21 | COMMONWEALTH EQUITY SERVICES#21 · 67,349 sh | 67,349 | $4.0M | <0.01% | -3.6% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT#22 · 53,793 sh | 53,793 | $3.2M | 0.06% | -2.1% |
| 23 | VANGUARD FIDUCIARY#23 · 46,465 sh | 46,465 | $2.7M | <0.01% | +2.5% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT#24 · 40,981 sh | 40,981 | $2.4M | <0.01% | +5.5% |
| 25 | Empowered Funds#25 · 32,191 sh | 32,191 | $1.9M | 0.01% | +7.5% |
| 26 | ALGERT GLOBAL#26 · 31,421 sh | 31,421 | $1.8M | 0.02% | +13.3% |
| 27 | MORGAN STANLEY#27 · 30,321 sh | 30,321 | $1.8M | <0.01% | -8.4% |
| 28 | Trexquant Investment#28 · 28,856 sh | 28,856 | $1.7M | 0.01% | -4.4% |
| 29 | Informed Momentum#29 · 26,981 sh | 26,981 | $1.6M | 0.14% | -4.0% |
| 30 | Innovative Asset Advisors Group#30 · 26,901 sh | 26,901 | $1.6M | 0.69% | New |
| 31 | JPMORGAN CHASE#31 · 24,967 sh | 24,967 | $1.5M | <0.01% | +6.6% |
| 32 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#32 · 24,902 sh | 24,902 | $1.5M | <0.01% | 0.0% |
| 33 | ALLIANCEBERNSTEIN L.P.#33 · 28,681 sh | 28,681 | $1.4M | <0.01% | +5.2% |
| 34 | Bank of New York Mellon#34 · 23,446 sh | 23,446 | $1.4M | <0.01% | +5.1% |
| 35 | SEI INVESTMENTS#35 · 23,124 sh | 23,124 | $1.4M | <0.01% | -44.1% |
| 36 | Corient Private Wealth#36 · 22,223 sh | 22,223 | $1.3M | <0.01% | +1.5% |
| 37 | BANK OF AMERICA#37 · 21,835 sh | 21,835 | $1.3M | <0.01% | +49.6% |
| 38 | Summit Trail Advisors#38 · 21,323 sh | 21,323 | $1.3M | 0.02% | 0.0% |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT#39 · 19,818 sh | 19,818 | $1.2M | <0.01% | +0.6% |
| 40 | KENNEDY CAPITAL MANAGEMENT#40 · 18,894 sh | 18,894 | $1.1M | 0.02% | -24.4% |
| 41 | CAPTRUST FINANCIAL ADVISORS#41 · 17,598 sh | 17,598 | $1.0M | <0.01% | +3.0% |
| 42 | CITADEL ADVISORS#42 · 16,052 sh | 16,052 | $943.1K | <0.01% | +85.7% |
| 43 | Integrated Quantitative Investments#43 · 15,237 sh | 15,237 | $895.2K | 0.15% | +8.3% |
| 44 | BARCLAYS PLC#44 · 14,940 sh | 14,940 | $877.7K | <0.01% | -16.4% |
| 45 | STATE OF WISCONSIN INVESTMENT BOARD#45 · 14,102 sh | 14,102 | $828.5K | <0.01% | -20.1% |
| 46 | MANGROVE PARTNERS IM#46 · 10,358 sh | 10,358 | $608.5K | 0.04% | +9.3% |
| 47 | Legato Capital Management#47 · 10,167 sh | 10,167 | $597.3K | 0.05% | +1.9% |
| 48 | THRIVENT FINANCIAL FOR LUTHERANS#48 · 9,605 sh | 9,605 | $564.0K | <0.01% | +63.4% |
| 49 | Russell Investments Group, Ltd.#49 · 9,359 sh | 9,359 | $554.1K | <0.01% | +1182.1% |
| 50 | Sierra Capital#50 · 9,402 sh | 9,402 | $552.3K | 0.05% | +0.4% |
| 51 | Bridge City Capital#51 · 9,130 sh | 9,130 | $536.4K | 0.12% | -8.8% |
| 52 | Invesco Ltd.#52 · 8,362 sh | 8,362 | $491.3K | 0.00% | +32.3% |
| 53 | UBS Group AG#53 · 8,290 sh | 8,290 | $487.0K | <0.01% | -23.3% |
| 54 | RHUMBLINE ADVISERS#54 · 7,967 sh | 7,967 | $468.1K | <0.01% | -12.3% |
| 55 | OCCUDO QUANTITATIVE STRATEGIES#55 · 7,843 sh | 7,843 | $460.8K | 0.02% | +78.4% |
| 56 | XTX Topco Ltd#56 · 7,690 sh | 7,690 | $451.8K | <0.01% | New |
| 57 | FMR#57 · 7,597 sh | 7,597 | $446.3K | 0.00% | +78.3% |
| 58 | MARTINGALE ASSET MANAGEMENT L P#58 · 7,427 sh | 7,427 | $436.3K | 0.01% | -42.6% |
| 59 | WELLS FARGO & COMPANY#59 · 7,406 sh | 7,406 | $435.1K | <0.01% | +47.0% |
| 60 | Connor, Clark & Lunn Investment Management Ltd.#60 · 6,911 sh | 6,911 | $406.0K | <0.01% | +8.8% |
| 61 | Mariner#61 · 6,576 sh | 6,576 | $386.4K | <0.01% | New |
| 62 | DEUTSCHE BANK AG\#62 · 5,922 sh | 5,922 | $347.9K | <0.01% | +27.7% |
| 63 | PRUDENTIAL FINANCIAL#63 · 5,820 sh | 5,820 | $341.9K | <0.01% | -55.9% |
| 64 | AE Wealth Management#64 · 5,644 sh | 5,644 | $331.7K | <0.01% | +10.5% |
| 65 | Essex Financial Services#65 · 5,634 sh | 5,634 | $331.0K | 0.02% | +0.4% |
| 66 | Point72 Asset Management, L.P.#66 · 5,355 sh | 5,355 | $314.6K | <0.01% | -21.5% |
| 67 | IEQ CAPITAL#67 · 5,174 sh | 5,174 | $304.0K | <0.01% | New |
| 68 | PRICE T ROWE ASSOCIATES#68 · 5,112 sh | 5,112 | $301.0K | 0.00% | -9.3% |
| 69 | MERCER GLOBAL ADVISORS#69 · 5,025 sh | 5,025 | $295.2K | <0.01% | New |
| 70 | CANADA PENSION PLAN INVESTMENT BOARD#70 · 5,000 sh | 5,000 | $293.8K | <0.01% | 0.0% |
| 71 | KESTRA PRIVATE WEALTH SERVICES#71 · 4,959 sh | 4,959 | $291.3K | <0.01% | +0.3% |
| 72 | Daytona Street Capital#72 · 5,000 sh | 5,000 | $288.9K | — | 0.0% |
| 73 | HSBC PLC#73 · 4,573 sh | 4,573 | $268.3K | <0.01% | -77.0% |
| 74 | Creative Planning#74 · 4,519 sh | 4,519 | $265.5K | <0.01% | New |
| 75 | Janney Montgomery Scott#75 · 4,500 sh | 4,500 | $264.0K | <0.01% | New |
| 76 | ROYAL BANK OF CANADA#76 · 4,317 sh | 4,317 | $254.0K | 0.00% | +4.2% |
| 77 | MetLife Investment Management#77 · 4,029 sh | 4,029 | $236.7K | <0.01% | 0.0% |
| 78 | GSA CAPITAL PARTNERS LLP#78 · 3,993 sh | 3,993 | $235.0K | 0.01% | New |
| 79 | PDT Partners#79 · 4,000 sh | 4,000 | $235.0K | 0.01% | New |
| 80 | LOS ANGELES CAPITAL MANAGEMENT#80 · 3,850 sh | 3,850 | $226.2K | <0.01% | 0.0% |
| 81 | BEESE FULMER INVESTMENT MANAGEMENT#81 · 3,696 sh | 3,696 | $217.1K | — | New |
| 82 | Engineers Gate Manager#82 · 3,590 sh | 3,590 | $210.9K | <0.01% | New |
| 83 | SG Americas Securities#83 · 3,578 sh | 3,578 | $210.0K | <0.01% | New |
| 84 | Toroso Investments#84 · 3,545 sh | 3,545 | $208.3K | <0.01% | -69.2% |
| 85 | NEW YORK STATE COMMON RETIREMENT FUND#85 · 3,351 sh | 3,351 | $196.9K | <0.01% | 0.0% |
| 86 | CITIGROUP#86 · 3,213 sh | 3,213 | $188.8K | <0.01% | +604.6% |
| 87 | Vanguard Global Advisers#87 · 3,042 sh | 3,042 | $178.7K | <0.01% | 0.0% |
| 88 | ASSETMARK#88 · 3,000 sh | 3,000 | $176.3K | — | 0.0% |
| 89 | Key FInancial#89 · 2,900 sh | 2,900 | $170.4K | 0.03% | 0.0% |
| 90 | BNP PARIBAS FINANCIAL MARKETS#90 · 2,876 sh | 2,876 | $169.0K | <0.01% | -12.1% |
| 91 | MIRAE ASSET GLOBAL ETFS Ltd.#91 · 2,794 sh | 2,794 | $164.1K | <0.01% | -11.7% |
| 92 | US BANCORP \DE\#92 · 1,689 sh | 1,689 | $99.2K | <0.01% | 0.0% |
| 93 | Police & Firemen's Retirement System of New Jersey#93 · 1,492 sh | 1,492 | $87.7K | <0.01% | 0.0% |
| 94 | Tower Research Capital (TRC)#94 · 818 sh | 818 | $48.1K | <0.01% | -53.2% |
| 95 | Mirae Asset Global Investments , Ltd.#95 · 762 sh | 762 | $44.8K | <0.01% | New |
| 96 | Legal & General Group Plc#96 · 637 sh | 637 | $37.4K | 0.00% | 0.0% |
| 97 | Ameritas Investment Partners#97 · 557 sh | 557 | $32.7K | <0.01% | 0.0% |
| 98 | Capital Advisors, Ltd.#98 · 458 sh | 458 | $27.0K | <0.01% | 0.0% |
| 99 | State of Alaska, Department of Revenue#99 · 429 sh | 429 | $25.0K | — | 0.0% |
| 100 | Integrated Wealth Concepts#100 · 371 sh | 371 | $21.8K | <0.01% | New |
Funds that sold out of BWFG in Q2 2026 (9)
Held BWFG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MILLENNIUM MANAGEMENT19,690 sh | 19,690 | $955.4K |
| Jump Financial6,978 sh | 6,978 | $338.6K |
| Squarepoint Ops5,636 sh | 5,636 | $273.5K |
| FRANKLIN RESOURCES4,545 sh | 4,545 | $220.5K |
| QUADRANT CAPITAL GROUP252 sh | 252 | $55.1K |
| Kemnay Advisory Services119 sh | 119 | $5.8K |
| MAI Capital Management80 sh | 80 | $3.9K |
| Root Financial Partners26 sh | 26 | $1.3K |
| Wealth Preservation Advisors2 sh | 2 | $97.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.