Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Bankwell Financial Group, Inc.

CIK 0001505732BWFG· quarter ending 2026-06-30

Shares outstanding

7,971,972

as of 2026-07-30 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

4,052,821

50.8% of shares outstanding

Holders

126

+7 vs 2026-03-31 · 18 new, 11 exited

Value

$237.8M

shares +7.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-07-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BWFG · NASDAQ	7,971,972	4,052,821	50.8%	126	06654A103

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	06654A103	COM	126	4,052,821	7,971,972	50.8%	$237.8M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (126 of 126 · 06654A103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	493,180	6.19%	$29.0M	+12,875 (+2.7%)
2	DIMENSIONAL FUND ADVISORS LP	329,747	4.14%	$19.4M	+10,506 (+3.3%)
3	VANGUARD CAPITAL MANAGEMENT LLC	277,398	3.48%	$16.3M	-5,514 (-1.9%)
4	ACADIAN ASSET MANAGEMENT LLC	232,761	2.92%	$13.7M	+68,083 (+41.3%)
5	GEODE CAPITAL MANAGEMENT, LLC	167,476	2.10%	$9.8M	+11,260 (+7.2%)
6	Pacific Ridge Capital Partners, LLC	166,709	2.09%	$9.8M	-1,291 (-0.8%)
7	AMERICAN CENTURY COMPANIES INC	158,198	1.98%	$9.3M	+52,207 (+49.3%)
8	STATE STREET CORP	146,182	1.83%	$8.6M	+15,356 (+11.7%)
9	TWO SIGMA INVESTMENTS, LP	118,419	1.49%	$7.0M	+33,349 (+39.2%)
10	Siena Capital Partners GP, LLC	116,138	1.46%	$6.8M	—
11	Hillsdale Investment Management Inc.	111,000	1.39%	$6.5M	+5,100 (+4.8%)
12	AQR CAPITAL MANAGEMENT LLC	108,960	1.37%	$6.4M	+57,990 (+113.8%)
13	NORTHERN TRUST CORP	94,520	1.19%	$5.6M	+28,203 (+42.5%)
14	RENAISSANCE TECHNOLOGIES LLC	93,748	1.18%	$5.5M	-13,800 (-12.8%)
15	BANC FUNDS CO LLC	90,423	1.13%	$5.3M	-6,000 (-6.2%)
16	Wealthspire Advisors, LLC	87,538	1.10%	$5.1M	NEW
17	Nuveen, LLC	80,322	1.01%	$4.7M	+12,930 (+19.2%)
18	Qube Research & Technologies Ltd	74,260	0.93%	$4.4M	+21,599 (+41.0%)
19	GOLDMAN SACHS GROUP INC	73,456	0.92%	$4.3M	-17,304 (-19.1%)
20	LSV ASSET MANAGEMENT	69,593	0.87%	$4.1M	-107 (-0.2%)
21	COMMONWEALTH EQUITY SERVICES, LLC	67,349	0.84%	$4.0M	-2,488 (-3.6%)
22	BRIDGEWAY CAPITAL MANAGEMENT, LLC	53,793	0.67%	$3.2M	-1,151 (-2.1%)
23	VANGUARD FIDUCIARY TRUST CO	46,465	0.58%	$2.7M	+1,142 (+2.5%)
24	VANGUARD PORTFOLIO MANAGEMENT LLC	40,981	0.51%	$2.4M	+2,151 (+5.5%)
25	Empowered Funds, LLC	32,191	0.40%	$1.9M	+2,249 (+7.5%)
26	ALGERT GLOBAL LLC	31,421	0.39%	$1.8M	+3,681 (+13.3%)
27	MORGAN STANLEY	30,321	0.38%	$1.8M	-2,785 (-8.4%)
28	Trexquant Investment LP	28,856	0.36%	$1.7M	-1,315 (-4.4%)
29	ALLIANCEBERNSTEIN L.P.	28,681	0.36%	$1.4M	+1,420 (+5.2%)
30	Informed Momentum Co LLC	26,981	0.34%	$1.6M	-1,111 (-4.0%)
31	Innovative Asset Advisors Group, LLC	26,901	0.34%	$1.6M	NEW
32	JPMORGAN CHASE & CO	24,967	0.31%	$1.5M	+1,555 (+6.6%)
33	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	24,902	0.31%	$1.5M	—
34	Bank of New York Mellon Corp	23,446	0.29%	$1.4M	+1,135 (+5.1%)
35	SEI INVESTMENTS CO	23,124	0.29%	$1.4M	-18,218 (-44.1%)
36	Corient Private Wealth LP	22,223	0.28%	$1.3M	+320 (+1.5%)
37	BANK OF AMERICA CORP /DE/	21,835	0.27%	$1.3M	+7,237 (+49.6%)
38	Summit Trail Advisors, LLC	21,323	0.27%	$1.3M	—
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	19,818	0.25%	$1.2M	+118 (+0.6%)
40	KENNEDY CAPITAL MANAGEMENT LLC	18,894	0.24%	$1.1M	-6,109 (-24.4%)
41	CAPTRUST FINANCIAL ADVISORS	17,598	0.22%	$1.0M	+506 (+3.0%)
42	CITADEL ADVISORS LLC	16,052	0.20%	$943K	+7,408 (+85.7%)
43	Integrated Quantitative Investments LLC	15,237	0.19%	$895K	+1,167 (+8.3%)
44	BARCLAYS PLC	14,940	0.19%	$878K	-2,940 (-16.4%)
45	STATE OF WISCONSIN INVESTMENT BOARD	14,102	0.18%	$828K	-3,544 (-20.1%)
46	MANGROVE PARTNERS IM, LLC	10,358	0.13%	$609K	+884 (+9.3%)
47	Legato Capital Management LLC	10,167	0.13%	$597K	+186 (+1.9%)
48	Thrivent Financial for Lutherans	9,605	0.12%	$564K	+3,728 (+63.4%)
49	Sierra Capital LLC	9,402	0.12%	$552K	+37 (+0.4%)
50	Russell Investments Group, Ltd.	9,359	0.12%	$554K	+8,629 (+1182.1%)
51	Bridge City Capital, LLC	9,130	0.11%	$536K	-876 (-8.8%)
52	Invesco Ltd.	8,362	0.10%	$491K	+2,042 (+32.3%)
53	UBS Group AG	8,290	0.10%	$487K	-2,522 (-23.3%)
54	RHUMBLINE ADVISERS	7,967	0.10%	$468K	-1,121 (-12.3%)
55	OCCUDO QUANTITATIVE STRATEGIES LP	7,843	0.10%	$461K	+3,447 (+78.4%)
56	XTX Topco Ltd	7,690	0.10%	$452K	NEW
57	FMR LLC	7,597	0.10%	$446K	+3,337 (+78.3%)
58	MARTINGALE ASSET MANAGEMENT L P	7,427	0.09%	$436K	-5,519 (-42.6%)
59	WELLS FARGO & COMPANY/MN	7,406	0.09%	$435K	+2,368 (+47.0%)
60	Connor, Clark & Lunn Investment Management Ltd.	6,911	0.09%	$406K	+561 (+8.8%)
61	Mariner, LLC	6,576	0.08%	$386K	NEW
62	DEUTSCHE BANK AG\	5,922	0.07%	$348K	+1,286 (+27.7%)
63	PRUDENTIAL FINANCIAL INC	5,820	0.07%	$342K	-7,370 (-55.9%)
64	AE Wealth Management LLC	5,644	0.07%	$332K	+538 (+10.5%)
65	Essex Financial Services, Inc.	5,634	0.07%	$331K	+23 (+0.4%)
66	Point72 Asset Management, L.P.	5,355	0.07%	$315K	-1,466 (-21.5%)
67	IEQ CAPITAL, LLC	5,174	0.06%	$304K	NEW
68	PRICE T ROWE ASSOCIATES INC /MD/	5,112	0.06%	$301K	-523 (-9.3%)
69	MERCER GLOBAL ADVISORS INC /ADV	5,025	0.06%	$295K	NEW
70	CANADA PENSION PLAN INVESTMENT BOARD	5,000	0.06%	$294K	—
71	Daytona Street Capital LLC	5,000	0.06%	$289K	—
72	KESTRA PRIVATE WEALTH SERVICES, LLC	4,959	0.06%	$291K	+15 (+0.3%)
73	HSBC HOLDINGS PLC	4,573	0.06%	$268K	-15,297 (-77.0%)
74	Creative Planning	4,519	0.06%	$265K	NEW
75	Janney Montgomery Scott LLC	4,500	0.06%	$264K	NEW
76	ROYAL BANK OF CANADA	4,317	0.05%	$254K	+175 (+4.2%)
77	MetLife Investment Management, LLC	4,029	0.05%	$237K	—
78	PDT Partners, LLC	4,000	0.05%	$235K	NEW
79	GSA CAPITAL PARTNERS LLP	3,993	0.05%	$235K	NEW
80	LOS ANGELES CAPITAL MANAGEMENT LLC	3,850	0.05%	$226K	—
81	BEESE FULMER INVESTMENT MANAGEMENT, INC.	3,696	0.05%	$217K	NEW
82	Engineers Gate Manager LP	3,590	0.05%	$211K	NEW
83	SG Americas Securities, LLC	3,578	0.04%	$210K	NEW
84	Tidal Investments LLC	3,545	0.04%	$208K	-7,973 (-69.2%)
85	NEW YORK STATE COMMON RETIREMENT FUND	3,351	0.04%	$197K	—
86	CITIGROUP INC	3,213	0.04%	$189K	+2,757 (+604.6%)
87	Vanguard Global Advisers, LLC	3,042	0.04%	$179K	—
88	ASSETMARK, INC	3,000	0.04%	$176K	—
89	Key Financial Inc	2,900	0.04%	$170K	—
90	BNP PARIBAS FINANCIAL MARKETS	2,876	0.04%	$169K	-397 (-12.1%)
91	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2,794	0.04%	$164K	-370 (-11.7%)
92	US BANCORP \DE\	1,689	0.02%	$99K	—
93	Police & Firemen's Retirement System of New Jersey	1,492	0.02%	$88K	—
94	Tower Research Capital LLC (TRC)	818	0.01%	$48K	-929 (-53.2%)
95	Mirae Asset Global Investments Co., Ltd.	762	0.01%	$45K	NEW
96	Legal & General Group Plc	637	0.01%	$37K	—
97	Ameritas Investment Partners, Inc.	557	0.01%	$33K	—
98	Capital Advisors, Ltd. LLC	458	0.01%	$27K	—
99	State of Alaska, Department of Revenue	429	0.01%	$25K	—
100	Allworth Financial LP	253	0.00%	$15K	+182 (+256.3%)
101	Arax Advisory Partners	247	0.00%	$15K	+214 (+648.5%)
102	IFP Advisors, Inc	119	0.00%	$7K	+109 (+1090.0%)
103	Sterling Capital Management LLC	110	0.00%	$6K	-86 (-43.9%)
104	PNC Financial Services Group, Inc.	85	0.00%	$5K	+28 (+49.1%)
105	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	84	0.00%	$5K	-276 (-76.7%)
106	GAMMA Investing LLC	63	0.00%	$4K	—
107	ROTHSCHILD INVESTMENT LLC	57	0.00%	$3K	+23 (+67.6%)
108	Essential Partners LLC	53	0.00%	$3K	-26 (-32.9%)
109	Fortitude Family Office, LLC	44	0.00%	$3K	+2 (+4.8%)
110	Farther Finance Advisors, LLC	43	0.00%	$3K	+5 (+13.2%)
111	MassMutual Private Wealth & Trust, FSB	43	0.00%	$3K	+21 (+95.5%)
112	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	36	0.00%	$2K	—
113	EverSource Wealth Advisors, LLC	31	0.00%	$2K	+18 (+138.5%)
114	OSAIC HOLDINGS, INC.	30	0.00%	$2K	—
115	Optiver Holding B.V.	22	0.00%	$1K	-48 (-68.6%)
116	NISA INVESTMENT ADVISORS, LLC	18	0.00%	$1K	—
117	Parallel Advisors, LLC	17	0.00%	$999	-24 (-58.5%)
118	Cornerstone Planning Group LLC	17	0.00%	$1K	—
119	Clearstead Advisors, LLC	15	0.00%	$882	NEW
120	SJS Investment Consulting Inc.	12	0.00%	$705	+3 (+33.3%)
121	Basecamp Wealth Advisors LLC	12	0.00%	$705	+5 (+71.4%)
122	JONES FINANCIAL COMPANIES LLLP	9	0.00%	$538	NEW
123	Covestor Ltd	9	0.00%	$1K	NEW
124	Wealth Enhancement Trust Services, Inc.	8	0.00%	$470	NEW
125	True Wealth Design, LLC	7	0.00%	$412	+2 (+40.0%)
126	JPL Wealth Management, LLC	5	0.00%	$294	—

Exited since 2026-03-31 (11 filers; largest 11 shown)

GM Advisory Group, LLC	−106,498
MILLENNIUM MANAGEMENT LLC	−19,690
Jump Financial, LLC	−6,978
Squarepoint Ops LLC	−5,636
FRANKLIN RESOURCES INC	−4,545
CWM, LLC	−1,914
QUADRANT CAPITAL GROUP LLC	−126
Kemnay Advisory Services Inc.	−119
MAI Capital Management	−80
Root Financial Partners, LLC	−26
Wealth Preservation Advisors, LLC	−2

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
BlackRock, Inc.	SCHEDULE 13G	2026-07-27	2026-06-30	416,427	5.2%
George P. Bauer	SCHEDULE 13D/A	2025-12-18	2025-12-10	392,180	4.98%
Broad Park Investors LLC	SCHEDULE 13D/A	2025-09-15	2025-09-12	129,711	1.65%
Chewy Gooey Cookies LP	SCHEDULE 13D/A	2025-09-15	2025-09-12	21,419	0.27%
Lawrence B Seidman	SCHEDULE 13D/A	2025-09-15	2025-09-12	788,622	10.01%
LSBK06-08 LLC	SCHEDULE 13D/A	2025-09-15	2025-09-12	114,199	1.45%
Seidman and Associates LLC	SCHEDULE 13D/A	2025-09-15	2025-09-12	194,509	2.47%
Seidman Investment Partnership II LP	SCHEDULE 13D/A	2025-09-15	2025-09-12	172,234	2.19%
Seidman Investment Partnership LP	SCHEDULE 13D/A	2025-09-15	2025-09-12	133,370	1.69%
Veteri Place Corporation	SCHEDULE 13D/A	2025-09-15	2025-09-12	305,604	3.88%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.