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FinWise Bancorp (FINW) Institutional Ownership

FinWise Bancorp logo
$10.82 -0.06 (-0.55%)
Closing price 04:00 PM Eastern
Extended Trading
$10.86 +0.04 (+0.37%)
As of 04:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for FinWise Bancorp (NASDAQ:FINW)

Current
Institutional Ownership
Percentage
35.41%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$13.70M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.82M
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FINW Institutional Buying and Selling by Quarter

FinWise Bancorp Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026IFP Advisors Inc12,000$174K0.0%N/A0.086%
9/9/2026Squarepoint Ops LLC12,010$174K0.0%N/A0.087%
9/9/2026Arcus Capital Partners LLC25,140$365K0.2%+92.3%0.181%
8/18/2026Empowered Funds LLC23,537$341K0.0%N/A0.170%
8/13/2026Globeflex Capital L P3,300$48K0.0%N/A0.024%
8/12/2026EP Wealth Advisors LLC23,806$345K0.0%N/A0.174%
8/7/2026BlackRock Inc.520,593$7.55M0.0%N/A3.797%
8/7/2026Deutsche Bank AG9,580$139K0.0%N/A0.070%
8/6/2026Global Retirement Partners LLC12,298$178K0.0%N/A0.090%
8/6/2026Bank of New York Mellon Corp21,105$306K0.0%N/A0.154%
8/6/2026GSA Capital Partners LLP13,652$198K0.0%N/A0.100%
7/10/2026Wasatch Advisors LP502,201$7.28M0.0%-16.6%3.664%
6/12/2026Militia Capital Management LLC31,419$498K0.1%N/A0.229%
5/18/2026Empowered Funds LLC23,537$373K0.0%-17.5%0.172%
5/14/2026Renaissance Technologies LLC28,026$444K0.0%+16.8%0.204%
5/14/2026Globeflex Capital L P13,337$212K0.0%+292.1%0.097%
5/13/2026Militia Capital Management LLC31,419$498K0.1%N/A0.229%
5/7/2026Dimensional Fund Advisors LP113,484$1.80M0.0%+2.6%0.828%
5/6/2026Arcus Capital Partners LLC13,074$207K0.1%+28.5%0.095%
5/5/2026Bank of New York Mellon Corp19,273$306K0.0%-5.6%0.141%
2/18/2026EP Wealth Advisors LLC10,715$192K0.0%N/A0.079%
2/18/2026Millennium Management LLC12,496$224K0.0%N/A0.092%
2/18/2026Bridgeway Capital Management LLC88,889$1.60M0.0%+0.8%0.654%
2/16/2026Barclays PLC14,634$263K0.0%+13.9%0.108%
2/13/2026State Street Corp86,148$1.55M0.0%+10.8%0.634%
2/13/2026Wells Fargo & Company MN10,283$184K0.0%+68.0%0.076%
2/12/2026Wasatch Advisors LP602,116$10.80M0.1%-20.2%4.431%
2/12/2026Renaissance Technologies LLC24,000$431K0.0%-7.4%0.177%
2/11/2026Deutsche Bank AG9,611$172K0.0%+12.7%0.071%
2/11/2026LPL Financial LLC12,655$227K0.0%-7.3%0.093%
2/11/2026Siena Capital Partners GP LLC91,588$1.64M0.4%-33.2%0.674%
2/10/2026Goldman Sachs Group Inc.40,565$728K0.0%+109.7%0.299%
2/9/2026Geode Capital Management LLC206,561$3.71M0.0%+1.2%1.520%
2/5/2026Stephens Inc. AR16,129$289K0.0%N/A0.119%
1/30/2026US Bancorp DE439,048$7.88M0.0%+2.3%3.231%
1/13/2026Norden Group LLC16,921$304K0.0%+19.2%0.125%
11/17/2025Wasatch Advisors LP754,543$14.63M0.1%+7.2%5.553%
11/17/2025Militia Capital Partners LP50,000$970K0.5%-33.0%0.368%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,099$79K0.0%-17.2%0.030%
11/17/2025Alliancebernstein L.P.771,701$14.96M0.0%+0.6%5.680%
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11/14/2025Bridgeway Capital Management LLC88,189$1.71M0.0%-4.9%0.649%
11/13/2025BNP Paribas Financial Markets2,890$56K0.0%+76.9%0.021%
11/12/2025Smith Moore & CO.38,000$737K0.1%-5.0%0.281%
11/7/2025Vanguard Group Inc.487,323$9.45M0.0%+0.4%3.604%
11/3/2025New York State Common Retirement Fund4,400$85K0.0%-38.9%0.033%
8/15/2025Militia Capital Partners LP74,601$1.12M0.5%+49.2%0.552%
8/15/2025BNP Paribas Financial Markets1,634$25K0.0%N/A0.012%
8/15/2025Bridgeway Capital Management LLC92,706$1.39M0.0%+2.7%0.686%
8/15/2025Bank of America Corp DE2,911$44K0.0%+3,887.7%0.022%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,953$74K0.0%N/A0.037%
8/14/2025Alliancebernstein L.P.767,341$11.52M0.0%-5.3%5.676%
8/13/2025Smith Moore & CO.40,000$600K0.1%+60.0%0.303%
8/13/2025New York State Common Retirement Fund7,200$108K0.0%N/A0.054%
8/12/2025Global Retirement Partners LLC27,000$405K0.0%N/A0.204%
8/12/2025JPMorgan Chase & Co.4,298$65K0.0%N/A0.033%
8/8/2025Police & Firemen s Retirement System of New Jersey2,052$31K0.0%N/A0.016%
8/8/2025Geode Capital Management LLC204,323$3.07M0.0%+109.3%1.546%
7/24/2025US Bancorp DE429,048$6.44M0.0%+22.2%3.245%
6/27/2025Goldman Sachs Group Inc.40,136$703K0.0%+186.3%0.304%
6/6/2025Militia Capital Partners LP50,000$876K0.7%+16,566.7%0.378%
5/19/2025Jane Street Group LLC33,196$581K0.0%+169.2%0.251%
5/16/2025Empowered Funds LLC24,052$421K0.0%+7.1%0.182%
5/16/2025Goldman Sachs Group Inc.40,136$703K0.0%+186.3%0.304%
5/16/2025Siena Capital Partners GP LLC137,123$2.40M0.7%+20.6%1.038%
5/16/2025Alliancebernstein L.P.810,266$14.19M0.0%-17.7%6.131%
5/15/2025Cubist Systematic Strategies LLC5,940$104K0.0%N/A0.045%
5/14/2025Andina Capital Management LLC46,000$805K0.6%N/A0.348%
5/6/2025Tempus Wealth Planning LLC28,022$491K0.1%N/A0.212%
4/22/2025PFG Investments LLC10,250$179K0.0%N/A0.078%
2/17/2025Millennium Management LLC42,511$679K0.0%N/A0.322%
2/17/2025Bridgeway Capital Management LLC87,661$1.40M0.0%+1.2%0.664%
2/17/2025Citadel Advisors LLC10,979$175K0.0%N/A0.083%
2/17/2025Bank of America Corp DE3,463$55K0.0%+4,847.1%0.026%
2/17/2025683 Capital Management LLC19,430$310K0.0%N/A0.147%
2/14/2025Jane Street Group LLC12,330$197K0.0%N/A0.093%
2/14/2025Schonfeld Strategic Advisors LLC16,530$264K0.0%N/A0.125%
2/14/2025Northern Trust Corp16,296$260K0.0%+24.2%0.123%
2/14/2025Gilder Gagnon Howe & Co. LLC19,011$304K0.0%-26.9%0.144%
2/14/2025Susquehanna International Group LLP123,044$1.97M0.0%+155.2%0.931%
2/13/2025Wasatch Advisors LP629,399$10.06M0.0%+58.1%4.764%
2/13/2025Barclays PLC11,204$179K0.0%+269.2%0.085%
2/13/2025Renaissance Technologies LLC46,700$746K0.0%-3.7%0.353%
2/12/2025Geode Capital Management LLC93,428$1.49M0.0%+2.0%0.707%
2/12/2025Alliancebernstein L.P.984,785$15.74M0.0%-5.9%7.455%
1/28/2025Empowered Funds LLC22,461$359K0.0%+4.7%0.170%
11/19/2024Barclays PLC3,035$47K0.0%N/A0.023%
11/16/2024Geode Capital Management LLC91,608$1.43M0.0%+21.7%0.693%
11/15/2024Barclays PLC3,035$47K0.0%N/A0.023%
11/14/2024Wasatch Advisors LP397,994$6.21M0.0%N/A3.013%
11/6/2024Empowered Funds LLC21,448$335K0.0%+5.3%0.162%
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10/21/2024Foundations Investment Advisors LLC10,052$157K0.0%-53.5%0.079%
8/9/2024Renaissance Technologies LLC46,900$479K0.0%-4.9%0.367%
8/9/2024Dimensional Fund Advisors LP93,853$958K0.0%+25.8%0.734%
8/6/2024Emerald Mutual Fund Advisers Trust85,424$872K0.0%-11.4%0.668%
8/2/2024Foundations Investment Advisors LLC21,600$221K0.0%N/A0.169%
5/15/2024Quadrature Capital Ltd16,311$164K0.0%N/A0.128%
5/10/2024Vanguard Group Inc.376,802$3.79M0.0%+6.9%2.945%
5/7/2024Empowered Funds LLC18,936$190K0.0%+8.0%0.148%
4/19/2024Norden Group LLC28,400$285K0.0%+100.0%0.222%
2/14/2024Basswood Capital Management L.L.C.4,537$65K0.0%-98.1%0.036%


FINW Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were Alliancebernstein L.P. ($14.96M), Vanguard Group Inc. ($9.45M), US Bancorp DE ($7.88M), BlackRock Inc. ($7.55M), Wasatch Advisors LP ($7.28M), Geode Capital Management LLC ($3.71M), and Susquehanna International Group LLP ($1.97M).Learn more on FinWise Bancorp's institutional investors.

35.41% of FinWise Bancorp's stock is owned by institutional investors. Learn more on FINW's institutional investor holdings.

Of the 46 institutional investors that purchased FinWise Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasatch Advisors LP ($679.83K), BlackRock Inc. ($520.59K), Geode Capital Management LLC ($127.23K), US Bancorp DE ($88K), Susquehanna International Group LLP ($74.82K), Militia Capital Partners LP ($74.30K), and Goldman Sachs Group Inc. ($73.45K).

Institutional investors have bought a total of 896,142 shares in the last 24 months. This purchase volume represents approximately $13.70M in transactions.

Of the 11 institutional investors that sold FinWise Bancorp's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($252.34K), Siena Capital Partners GP LLC ($45.54K), Militia Capital Partners LP ($24.60K), Empowered Funds LLC ($5K), Bridgeway Capital Management LLC ($4.52K), New York State Common Retirement Fund ($2.80K), and Smith Moore & CO. ($2K).

Institutional investors have sold a total of 341,710 shares in the last 24 months. This volume of shares sold represents approximately $5.82M in transactions.


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Institutional ownership data for NASDAQ:FINW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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