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FinWise Bancorp (FINW) Institutional Ownership

FinWise Bancorp logo
$14.35 -0.25 (-1.71%)
As of 03:07 PM Eastern
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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)
29
Total
Institutional Inflows
(last 12 months)
$8.69M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.02M
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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
6/12/2026 Militia Capital Management LLC31,419$498K0.1%N/A0.229%
5/18/2026 Empowered Funds LLC23,537$373K0.0%-17.5%0.172%
5/14/2026 Renaissance Technologies LLC28,026$444K0.0%+16.8%0.204%
5/14/2026 Globeflex Capital L P13,337$212K0.0%+292.1%0.097%
5/13/2026 Militia Capital Management LLC31,419$498K0.1%N/A0.229%
5/7/2026 Dimensional Fund Advisors LP113,484$1.80M0.0%+2.6%0.828%
5/6/2026 Arcus Capital Partners LLC13,074$207K0.1%+28.5%0.095%
5/5/2026 Bank of New York Mellon Corp19,273$306K0.0%-5.6%0.141%
2/18/2026 EP Wealth Advisors LLC10,715$192K0.0%N/A0.079%
2/18/2026 Millennium Management LLC12,496$224K0.0%N/A0.092%
2/18/2026 Bridgeway Capital Management LLC88,889$1.60M0.0%+0.8%0.654%
2/16/2026 Barclays PLC14,634$263K0.0%+13.9%0.108%
2/13/2026 State Street Corp86,148$1.55M0.0%+10.8%0.634%
2/13/2026 Wells Fargo & Company MN10,283$184K0.0%+68.0%0.076%
2/12/2026 Wasatch Advisors LP602,116$10.80M0.1%-20.2%4.431%
2/12/2026 Renaissance Technologies LLC24,000$431K0.0%-7.4%0.177%
2/11/2026 Deutsche Bank AG9,611$172K0.0%+12.7%0.071%
2/11/2026 LPL Financial LLC12,655$227K0.0%-7.3%0.093%
2/11/2026 Siena Capital Partners GP LLC91,588$1.64M0.4%-33.2%0.674%
2/10/2026 Goldman Sachs Group Inc.40,565$728K0.0%+109.7%0.299%
2/9/2026 Geode Capital Management LLC206,561$3.71M0.0%+1.2%1.520%
2/5/2026 Stephens Inc. AR16,129$289K0.0%N/A0.119%
1/30/2026 US Bancorp DE439,048$7.88M0.0%+2.3%3.231%
1/13/2026 Norden Group LLC16,921$304K0.0%+19.2%0.125%
11/17/2025 Wasatch Advisors LP754,543$14.63M0.1%+7.2%5.553%
11/17/2025Militia Capital Partners LP50,000$970K0.5%-33.0%0.368%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,099$79K0.0%-17.2%0.030%
11/17/2025 Alliancebernstein L.P.771,701$14.96M0.0%+0.6%5.680%
11/14/2025 Bridgeway Capital Management LLC88,189$1.71M0.0%-4.9%0.649%
11/13/2025 BNP Paribas Financial Markets2,890$56K0.0%+76.9%0.021%
11/12/2025 Smith Moore & CO.38,000$737K0.1%-5.0%0.281%
11/7/2025Vanguard Group Inc.487,323$9.45M0.0%+0.4%3.604%
11/3/2025 New 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%
8/15/2025 BNP Paribas Financial Markets1,634$25K0.0%N/A0.012%
8/15/2025 Bridgeway Capital Management LLC92,706$1.39M0.0%+2.7%0.686%
8/15/2025 Bank of America Corp DE2,911$44K0.0%+3,887.7%0.022%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,953$74K0.0%N/A0.037%
8/14/2025 Alliancebernstein L.P.767,341$11.52M0.0%-5.3%5.676%
8/13/2025 Smith Moore & CO.40,000$600K0.1%+60.0%0.303%
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8/13/2025 New York State Common Retirement Fund7,200$108K0.0%N/A0.054%
8/12/2025Global Retirement Partners LLC27,000$405K0.0%N/A0.204%
8/12/2025 JPMorgan Chase & Co.4,298$65K0.0%N/A0.033%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,052$31K0.0%N/A0.016%
8/8/2025 Geode Capital Management LLC204,323$3.07M0.0%+109.3%1.546%
7/24/2025 US Bancorp DE429,048$6.44M0.0%+22.2%3.245%
6/27/2025 Goldman 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%
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%
2/9/2024US Bancorp DE351,048$5.02M0.0%N/A2.811%
2/5/2024Norden Group LLC14,200$203K0.0%-9.5%0.114%
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11/13/2023Siena Capital Partners GP LLC97,436$872K0.3%+195.6%0.766%
10/27/2023Emerald Mutual Fund Advisers Trust344,137$2.97M0.2%-1.4%2.705%
8/10/2023Siena Capital Partners GP LLC32,966$295K0.1%N/A0.257%
7/27/2023EA Series Trust14,736$132K0.0%N/A0.115%
5/4/2023Emerald Mutual Fund Advisers Trust352,664$3.11M0.2%-21.5%2.750%
2/3/2023Emerald Mutual Fund Advisers Trust449,211$4.16M0.3%-9.4%3.485%
8/15/2022Basswood Capital Management L.L.C.901,332$8.41M0.5%-9.7%7.048%
8/8/2022TownSquare Capital LLC12,000$112K0.0%N/A0.094%
7/29/2022Emerald Mutual Fund Advisers Trust495,675$4.63M0.3%-8.2%3.875%
7/26/2022JCSD Capital LLC17,697$165K0.2%N/A0.138%


FINW Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were Alliancebernstein L.P. ($14.96M), Wasatch Advisors LP ($10.80M), Vanguard Group Inc. ($9.45M), US Bancorp DE ($7.88M), Geode Capital Management LLC ($3.71M), Susquehanna International Group LLP ($1.97M), and Dimensional Fund Advisors LP ($1.80M).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 42 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), Geode Capital Management LLC ($127.23K), US Bancorp DE ($88K), Susquehanna International Group LLP ($74.82K), Militia Capital Partners LP ($74.30K), Goldman Sachs Group Inc. ($73.45K), and Militia Capital Management LLC ($62.84K).

Institutional investors have bought a total of 535,023 shares in the last 24 months. This purchase volume represents approximately $8.69M in transactions.

Of the 12 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 ($152.43K), Siena Capital Partners GP LLC ($45.54K), Alliancebernstein L.P. ($42.93K), Militia Capital Partners LP ($24.60K), Empowered Funds LLC ($5K), Bridgeway Capital Management LLC ($4.52K), and New York State Common Retirement Fund ($2.80K).

Institutional investors have sold a total of 284,720 shares in the last 24 months. This volume of shares sold represents approximately $5.02M in transactions.


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This page (NASDAQ:FINW) was last updated on 6/25/2026 by MarketBeat.com Staff.
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