DaveManuel.com · Institutional Ownership · Who Owns It
BANKWELL FINL GROUP INC (BWFG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
126
Reporting holders
$237.8M
Reported value
50.8%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+7
Holder change
Institutions report 4,052,821 shares against 7,971,972 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $29.0M | 493,180 | 0.00% | 8q | +2.7%+$756.4K |
| DIMENSIONAL FUND ADVISORS LP | $19.4M | 329,747 | 0.00% | 31q | +3.3%+$617.3K |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.3M | 277,398 | 0.00% | 2q | -1.9%-$323.9K |
| ACADIAN ASSET MANAGEMENT LLC | $13.7M | 232,761 | 0.02% | 31q | +41.3%+$4.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $9.8M | 167,476 | 0.00% | 31q | +7.2%+$661.7K |
| Pacific Ridge Capital Partners, LLC | $9.8M | 166,709 | 1.78% | 13q | -0.8%-$75.8K |
| AMERICAN CENTURY COMPANIES INC | $9.3M | 158,198 | 0.00% | 22q | +49.3%+$3.1M |
| STATE STREET CORP | $8.6M | 146,182 | 0.00% | 31q | +11.7%+$902.2K |
| TWO SIGMA INVESTMENTS, LP | $7.0M | 118,419 | 0.01% | 4q | +39.2%+$2.0M |
| Siena Capital Partners GP, LLC | $6.8M | 116,138 | 1.65% | 31q | HELD |
| Hillsdale Investment Management Inc. | $6.5M | 111,000 | 0.15% | 4q | +4.8%+$299.6K |
| AQR CAPITAL MANAGEMENT LLC | $6.4M | 108,960 | 0.00% | 5q | +113.8%+$3.4M |
| NORTHERN TRUST CORP | $5.6M | 94,520 | 0.00% | 31q | +42.5%+$1.7M |
| RENAISSANCE TECHNOLOGIES LLC | $5.5M | 93,748 | 0.01% | 31q | -12.8%-$810.8K |
| BANC FUNDS CO LLC | $5.3M | 90,423 | 0.88% | 31q | -6.2%-$352.5K |
| Wealthspire Advisors, LLC | $5.1M | 87,538 | 0.03% | new | NEW |
| Nuveen, LLC | $4.7M | 80,322 | 0.00% | 6q | +19.2%+$759.6K |
| Qube Research & Technologies Ltd | $4.4M | 74,260 | 0.00% | 3q | +41.0%+$1.3M |
| GOLDMAN SACHS GROUP INC | $4.3M | 73,456 | 0.00% | 16q | -19.1%-$1.0M |
| LSV ASSET MANAGEMENT | $4.1M | 69,593 | 0.01% | 19q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 67,349 | 0.00% | 6q | -3.6%-$146.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.2M | 53,793 | 0.06% | 22q | -2.1%-$67.6K |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 46,465 | 0.00% | 2q | +2.5%+$67.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4M | 40,981 | 0.00% | 2q | +5.5%+$126.4K |
| Empowered Funds, LLC | $1.9M | 32,191 | 0.01% | 13q | +7.5%+$132.1K |
| ALGERT GLOBAL LLC | $1.8M | 31,421 | 0.02% | 4q | +13.3%+$216.3K |
| MORGAN STANLEY | $1.8M | 30,321 | 0.00% | 35q | -8.4%-$163.6K |
| Trexquant Investment LP | $1.7M | 28,856 | 0.01% | 6q | -4.4%-$77.3K |
| Informed Momentum Co LLC | $1.6M | 26,981 | 0.14% | 4q | -4.0%-$65.3K |
| Innovative Asset Advisors Group, LLC | $1.6M | 26,901 | 0.69% | new | NEW |
| JPMORGAN CHASE & CO | $1.5M | 24,967 | 0.00% | 31q | +6.6%+$93.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.5M | 24,902 | 0.00% | 8q | HELD |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 28,681 | 0.00% | 2q | +5.2%+$68.9K |
| Bank of New York Mellon Corp | $1.4M | 23,446 | 0.00% | 31q | +5.1%+$66.7K |
| SEI INVESTMENTS CO | $1.4M | 23,124 | 0.00% | 3q | -44.1%-$1.1M |
| Corient Private Wealth LP | $1.3M | 22,223 | 0.00% | 4q | +1.5%+$18.8K |
| BANK OF AMERICA CORP /DE/ | $1.3M | 21,835 | 0.00% | 31q | +49.6%+$425.2K |
| Summit Trail Advisors, LLC | $1.3M | 21,323 | 0.02% | 27q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2M | 19,818 | 0.00% | 17q | +0.6%+$6.9K |
| KENNEDY CAPITAL MANAGEMENT LLC | $1.1M | 18,894 | 0.02% | 12q | -24.4%-$358.9K |
| CAPTRUST FINANCIAL ADVISORS | $1.0M | 17,598 | 0.00% | 20q | +3.0%+$29.7K |
| CITADEL ADVISORS LLC | $943.1K | 16,052 | 0.00% | 12q | +85.7%+$435.2K |
| Integrated Quantitative Investments LLC | $895.2K | 15,237 | 0.15% | 3q | +8.3%+$68.6K |
| BARCLAYS PLC | $877.7K | 14,940 | 0.00% | 17q | -16.4%-$172.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $828.5K | 14,102 | 0.00% | 4q | -20.1%-$208.2K |
| MANGROVE PARTNERS IM, LLC | $608.5K | 10,358 | 0.04% | 2q | +9.3%+$51.9K |
| Legato Capital Management LLC | $597.3K | 10,167 | 0.05% | 3q | +1.9%+$10.9K |
| Thrivent Financial for Lutherans | $564.0K | 9,605 | 0.00% | 3q | +63.4%+$218.9K |
| Russell Investments Group, Ltd. | $554.1K | 9,359 | 0.00% | 8q | +1182.1%+$510.9K |
| Sierra Capital LLC | $552.3K | 9,402 | 0.05% | 22q | HELD |
| Bridge City Capital, LLC | $536.4K | 9,130 | 0.12% | 11q | -8.8%-$51.5K |
| Invesco Ltd. | $491.3K | 8,362 | 0.00% | 4q | +32.3%+$120.0K |
| UBS Group AG | $487.0K | 8,290 | 0.00% | 29q | -23.3%-$148.2K |
| RHUMBLINE ADVISERS | $468.1K | 7,967 | 0.00% | 17q | -12.3%-$65.9K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $460.8K | 7,843 | 0.02% | 4q | +78.4%+$202.5K |
| XTX Topco Ltd | $451.8K | 7,690 | 0.01% | new | NEW |
| FMR LLC | $446.3K | 7,597 | 0.00% | 18q | +78.3%+$196.0K |
| MARTINGALE ASSET MANAGEMENT L P | $436.3K | 7,427 | 0.01% | 2q | -42.6%-$324.2K |
| WELLS FARGO & COMPANY/MN | $435.1K | 7,406 | 0.00% | 31q | +47.0%+$139.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $406.0K | 6,911 | 0.00% | 4q | +8.8%+$33.0K |
| Mariner, LLC | $386.4K | 6,576 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $347.9K | 5,922 | 0.00% | 7q | +27.7%+$75.6K |
| PRUDENTIAL FINANCIAL INC | $341.9K | 5,820 | 0.00% | 4q | -55.9%-$433.0K |
| AE Wealth Management LLC | $331.7K | 5,644 | 0.00% | 3q | +10.5%+$31.6K |
| Essex Financial Services, Inc. | $331.0K | 5,634 | 0.02% | 5q | HELD |
| Point72 Asset Management, L.P. | $314.6K | 5,355 | 0.00% | 3q | -21.5%-$86.1K |
| IEQ CAPITAL, LLC | $304.0K | 5,174 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $301.0K | 5,112 | 0.00% | 2q | -9.3%-$30.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $295.2K | 5,025 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $293.8K | 5,000 | 0.00% | 3q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $291.3K | 4,959 | 0.00% | 6q | HELD |
| Daytona Street Capital LLC | $288.9K | 5,000 | 0.21% | 3q | HELD |
| HSBC HOLDINGS PLC | $268.3K | 4,573 | 0.00% | 8q | -77.0%-$897.3K |
| Creative Planning | $265.5K | 4,519 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $264.0K | 4,500 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $254.0K | 4,317 | 0.00% | 27q | +4.2%+$10.3K |
| MetLife Investment Management, LLC | $236.7K | 4,029 | 0.00% | 15q | HELD |
| GSA CAPITAL PARTNERS LLP | $235.0K | 3,993 | 0.01% | new | NEW |
| PDT Partners, LLC | $235.0K | 4,000 | 0.01% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $226.2K | 3,850 | 0.00% | 4q | HELD |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $217.1K | 3,696 | 0.01% | new | NEW |
| Engineers Gate Manager LP | $210.9K | 3,590 | 0.00% | new | NEW |
| SG Americas Securities, LLC | $210.0K | 3,578 | 0.00% | new | NEW |
| Tidal Investments LLC | $208.3K | 3,545 | 0.00% | 2q | -69.2%-$468.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | $196.9K | 3,351 | 0.00% | 17q | HELD |
| CITIGROUP INC | $188.8K | 3,213 | 0.00% | 18q | +604.6%+$162.0K |
| Vanguard Global Advisers, LLC | $178.7K | 3,042 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $176.2K | 3,000 | 0.00% | 2q | HELD |
| Key Financial Inc | $170.4K | 2,900 | 0.03% | 23q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $169.0K | 2,876 | 0.00% | 17q | -12.1%-$23.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $164.1K | 2,794 | 0.00% | 9q | -11.7%-$21.7K |
| US BANCORP \DE\ | $99.2K | 1,689 | 0.00% | 31q | HELD |
| Police & Firemen's Retirement System of New Jersey | $87.7K | 1,492 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $48.1K | 818 | 0.00% | 20q | -53.2%-$54.6K |
| Mirae Asset Global Investments Co., Ltd. | $44.8K | 762 | 0.00% | new | NEW |
| Legal & General Group Plc | $37.4K | 637 | 0.00% | 17q | HELD |
| Ameritas Investment Partners, Inc. | $32.7K | 557 | 0.00% | 17q | HELD |
| Capital Advisors, Ltd. LLC | $27.0K | 458 | 0.00% | 14q | HELD |
| State of Alaska, Department of Revenue | $25.0K | 429 | 0.00% | 3q | HELD |
| Allworth Financial LP | $14.9K | 253 | 0.00% | 5q | +256.3%+$10.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 4.8% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | SEIDMAN LAWRENCE B | Director | Bought | 10,000 | $666.3K ×6 |
| 2026-06-05 | Lampert Todd | Director | Sold | 3,500 | $187.6K |
| 2026-06-01 | SEIDMAN LAWRENCE B | Director | Bought | 3,381 | $175.4K ×7 |
| 2026-08-25 | SEIDMAN LAWRENCE B | Director | Bought | 2,540 | $167.4K ×6 |
| 2026-07-31 | Hildebrand Ryan Jason | Chief Innovation Officer | Sold | 2,246 | $149.9K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-08 | SEIDMAN LAWRENCE B | Director, 10% owner | Bought | 5,266 | $352.5K ×7 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $3.3M | 51,405 | 6 | 6 | 1 | 0.0% |
| Q2 2026 | 126 | $237.8M | 4,052,821 | 18 | 50 | 31 | 0.0% |
| Q1 2026 | 119 | $182.8M | 3,769,180 | 14 | 42 | 30 | 0.0% |
| Q4 2025 | 109 | $167.5M | 3,655,711 | 18 | 42 | 27 | 0.0% |
| Q3 2025 | 98 | $153.1M | 3,463,813 | 20 | 34 | 18 | 0.0% |
| Q2 2025 | 84 | $114.1M | 3,167,193 | 9 | 30 | 24 | 0.0% |
| Q1 2025 | 78 | $92.2M | 3,054,931 | 10 | 18 | 26 | 0.0% |
| Q4 2024 | 70 | $94.7M | 3,043,056 | 5 | 22 | 13 | 0.0% |
| Q3 2024 | 69 | $85.1M | 2,842,451 | 8 | 25 | 12 | 0.0% |
| Q2 2024 | 66 | $69.7M | 2,747,222 | 6 | 24 | 19 | 0.0% |
| Q1 2024 | 64 | $72.6M | 2,799,259 | 2 | 18 | 23 | 0.0% |
| Q4 2023 | 71 | $88.1M | 2,920,750 | 5 | 24 | 14 | 0.0% |
| Q3 2023 | 67 | $63.4M | 2,612,742 | 6 | 20 | 19 | 0.0% |
| Q2 2023 | 68 | $62.6M | 2,566,833 | 4 | 24 | 27 | 0.0% |
| Q1 2023 | 67 | $63.5M | 2,556,206 | 3 | 27 | 20 | 0.0% |
| Q4 2022 | 74 | $77.3M | 2,626,176 | 10 | 27 | 18 | 0.0% |
| Q3 2022 | 68 | $75.1M | 2,577,911 | 8 | 20 | 20 | 0.0% |
| Q2 2022 | 66 | $81.2M | 2,615,850 | 19 | 22 | 11 | 0.0% |
| Q1 2022 | 55 | $82.1M | 2,426,755 | 8 | 22 | 13 | 0.0% |
| Q4 2021 | 49 | $83.8M | 2,551,055 | 3 | 15 | 13 | 0.0% |
| Q3 2021 | 54 | $77.7M | 2,658,660 | 10 | 14 | 13 | 0.0% |
| Q2 2021 | 51 | $73.5M | 2,657,600 | 16 | 8 | 17 | 0.0% |
| Q1 2021 | 49 | $84.5M | 3,136,094 | 4 | 15 | 15 | 0.0% |
| Q4 2020 | 46 | $780.3M | 39,912,734 | 2 | 15 | 12 | 0.0% |
| Q3 2020 | 47 | $692.5M | 48,917,092 | 1 | 11 | 18 | 0.0% |
| Q2 2020 | 53 | $65.2M | 4,100,135 | 5 | 20 | 14 | 0.0% |
| Q1 2020 | 54 | $900.7M | 58,386,093 | 3 | 17 | 20 | 1.1% |
| Q4 2019 | 55 | $1.7B | 59,261,451 | 3 | 21 | 12 | 0.0% |
| Q3 2019 | 55 | $1.6B | 59,117,750 | 4 | 19 | 13 | 0.0% |
| Q2 2019 | 57 | $1.7B | 59,144,067 | 6 | 23 | 13 | 0.0% |
| Q1 2019 | 56 | $1.4B | 49,136,546 | 5 | 18 | 10 | 0.0% |
| Q4 2018 | 60 | $120.6M | 4,215,913 | 1 | 1 | 1 | 0.0% |