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.

Finwise Bancorp

CIK 0001856365FINW· quarter ending 2026-06-30

Shares outstanding

13,882,680

as of 2026-08-07 · 10-Q cover page, filed 2026-08-12

Held by 13F filers

4,065,955

29.3% of shares outstanding

Holders

+13 vs 2026-03-31 · 14 new, 1 exited

Value

$60.1M

shares +4.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-12, as of 2026-08-07)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	FINW · NASDAQ	13,882,680	4,065,955	29.3%	69	31813A109

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
	31813A109	COM	69	4,065,955	13,882,680	29.3%	$60.1M	—	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 (69 of 69 · 31813A109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	ALLIANCEBERNSTEIN L.P.	814,507	5.87%	$12.9M	+14,631 (+1.8%)
2	BlackRock, Inc.	520,593	3.75%	$7.5M	+64,355 (+14.1%)
3	WASATCH ADVISORS LP	502,201	3.62%	$7.3M	-99,915 (-16.6%)
4	US BANCORP \DE\	469,048	3.38%	$6.8M	—
5	VANGUARD CAPITAL MANAGEMENT LLC	391,576	2.82%	$5.7M	+723 (+0.2%)
6	GEODE CAPITAL MANAGEMENT, LLC	228,504	1.65%	$3.3M	+28,534 (+14.3%)
7	DIMENSIONAL FUND ADVISORS LP	118,796	0.86%	$1.7M	+5,312 (+4.7%)
8	STATE STREET CORP	86,864	0.63%	$1.3M	-944 (-1.1%)
9	BRIDGEWAY CAPITAL MANAGEMENT, LLC	75,737	0.55%	$1.1M	-8,152 (-9.7%)
10	NORTHERN TRUST CORP	75,480	0.54%	$1.1M	+7,602 (+11.2%)
11	VANGUARD PORTFOLIO MANAGEMENT LLC	65,259	0.47%	$946K	+10,696 (+19.6%)
12	VANGUARD FIDUCIARY TRUST CO	63,942	0.46%	$927K	+4,842 (+8.2%)
13	EMERALD MUTUAL FUND ADVISERS TRUST	54,364	0.39%	$788K	—
14	PMC FIG Opportunities LLC	50,000	0.36%	$725K	NEW
15	MORGAN STANLEY	40,710	0.29%	$590K	+36,593 (+888.8%)
16	SMITH, MOORE & CO.	38,000	0.27%	$551K	—
17	Militia Capital Management LLC	35,576	0.26%	$516K	-58,681 (-62.3%)
18	Tempus Wealth Planning, LLC	28,022	0.20%	$406K	—
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	27,944	0.20%	$405K	+3,295 (+13.4%)
20	RENAISSANCE TECHNOLOGIES LLC	25,800	0.19%	$374K	-2,226 (-7.9%)
21	GOLDMAN SACHS GROUP INC	25,598	0.18%	$371K	-11,645 (-31.3%)
22	Arcus Capital Partners, LLC	25,140	0.18%	$365K	+12,066 (+92.3%)
23	SCOGGIN MANAGEMENT LP	25,000	0.18%	$363K	NEW
24	EP Wealth Advisors, LLC	23,806	0.17%	$345K	+7 (+0.0%)
25	Empowered Funds, LLC	23,537	0.17%	$341K	—
26	Bank of New York Mellon Corp	21,105	0.15%	$306K	+1,832 (+9.5%)
27	NORDEN GROUP LLC	16,921	0.12%	$245K	—
28	STEPHENS INC /AR/	16,129	0.12%	$234K	—
29	STRS OHIO	14,800	0.11%	$215K	NEW
30	Nuveen, LLC	14,211	0.10%	$206K	+2,418 (+20.5%)
31	GSA CAPITAL PARTNERS LLP	13,652	0.10%	$198K	NEW
32	Global Retirement Partners, LLC	12,298	0.09%	$178K	NEW
33	Squarepoint Ops LLC	12,010	0.09%	$174K	NEW
34	IFP Advisors, Inc	12,000	0.09%	$174K	NEW
35	AQR CAPITAL MANAGEMENT LLC	11,523	0.08%	$167K	NEW
36	LPL Financial LLC	10,565	0.08%	$153K	-4,550 (-30.1%)
37	DEUTSCHE BANK AG\	9,580	0.07%	$139K	-2,251 (-19.0%)
38	WELLS FARGO & COMPANY/MN	8,547	0.06%	$124K	+5,113 (+148.9%)
39	RHUMBLINE ADVISERS	6,526	0.05%	$95K	+31 (+0.5%)
40	LOS ANGELES CAPITAL MANAGEMENT LLC	6,189	0.04%	$90K	-904 (-12.7%)
41	CITIGROUP INC	4,509	0.03%	$65K	+3,882 (+619.1%)
42	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4,441	0.03%	$64K	-6 (-0.1%)
43	NEW YORK STATE COMMON RETIREMENT FUND	4,400	0.03%	$64K	—
44	JPMORGAN CHASE & CO	4,153	0.03%	$61K	+308 (+8.0%)
45	Vanguard Global Advisers, LLC	4,152	0.03%	$60K	—
46	BARCLAYS PLC	4,091	0.03%	$59K	-987 (-19.4%)
47	Russell Investments Group, Ltd.	3,706	0.03%	$54K	+2,941 (+384.4%)
48	GLOBEFLEX CAPITAL L P	3,300	0.02%	$48K	-10,037 (-75.3%)
49	Police & Firemen's Retirement System of New Jersey	2,052	0.01%	$30K	—
50	UBS Group AG	1,705	0.01%	$25K	+171 (+11.1%)
51	BNP PARIBAS FINANCIAL MARKETS	1,582	0.01%	$23K	-957 (-37.7%)
52	Tower Research Capital LLC (TRC)	1,562	0.01%	$23K	-969 (-38.3%)
53	FMR LLC	986	0.01%	$14K	+974 (+8116.7%)
54	Ameritas Investment Partners, Inc.	925	0.01%	$13K	—
55	Legal & General Group Plc	820	0.01%	$12K	—
56	ROYAL BANK OF CANADA	594	0.00%	$9K	+556 (+1463.2%)
57	JONES FINANCIAL COMPANIES LLLP	279	0.00%	$4K	NEW
58	Arax Advisory Partners	180	0.00%	$3K	NEW
59	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	131	0.00%	$2K	-373 (-74.0%)
60	Sterling Capital Management LLC	92	0.00%	$1K	-66 (-41.8%)
61	GAMMA Investing LLC	73	0.00%	$1K	-12 (-14.1%)
62	Covestor Ltd	50	0.00%	$1K	+18 (+56.3%)
63	Allworth Financial LP	39	0.00%	$566	+37 (+1850.0%)
64	Essential Partners LLC	37	0.00%	$537	+36 (+3600.0%)
65	EverSource Wealth Advisors, LLC	16	0.00%	$234	+14 (+700.0%)
66	True Wealth Design, LLC	10	0.00%	$145	NEW
67	ROTHSCHILD INVESTMENT LLC	7	0.00%	$102	NEW
68	Farther Finance Advisors, LLC	2	0.00%	$29	NEW
69	Wealth Enhancement Trust Services, Inc.	1	0.00%	$15	NEW

Exited since 2026-03-31 (1 filers; largest 1 shown)

CWM, LLC

−37

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
Wasatch Advisors LP	SCHEDULE 13G/A	2026-02-11	2025-12-31	602,116	4.4%
AllianceBernstein L.P.	SCHEDULE 13G/A	2025-05-14	2025-03-31	810,266	6.1%

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.