Recent Quarter Total Invested
$29.77 M
Recent Quarter Institutional Ownership Percentage
23.33%
Total Invested of Last Quarter
$28.41 M
Ownership Percentage of Last Quarter
22.64%
FinWise Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 987,157 | $10.08 M | 5.77% | 7.90% |
| VANGUARD GROUP INC | 08/13/2024 | 398,491 | $4.07 M | 5.76% | 3.19% |
| US BANCORP \DE\ | 08/07/2024 | 351,048 | $3.58 M | 0.00% | 2.81% |
| M3F, INC. | 08/13/2024 | 278,646 | $2.85 M | 403.64% | 2.23% |
| SIENA CAPITAL PARTNERS GP, LLC | 08/12/2024 | 113,718 | $1.16 M | 0.00% | 0.91% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 94,068 | $960,434 | 1.55% | 0.75% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 93,853 | $958,286 | 25.78% | 0.75% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/06/2024 | 85,424 | $872,179 | -11.43% | 0.68% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2024 | 76,011 | $776,067 | -62.20% | 0.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 75,299 | $768,983 | 2.22% | 0.60% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 51,615 | $526,989 | -29.30% | 0.41% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 46,900 | $478,849 | -4.87% | 0.38% |
| BLACKROCK INC. | 08/13/2024 | 33,395 | $340,963 | -26.57% | 0.27% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 28,625 | $292,261 | -41.63% | 0.23% |
| JANE STREET GROUP, LLC | 08/15/2024 | 25,693 | $262,326 | -16.73% | 0.21% |
| SMITH, MOORE & CO. | 08/14/2024 | 25,000 | $255,250 | 0.00% | 0.20% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/02/2024 | 21,600 | $220,536 | 100.00% | 0.17% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 20,376 | $208,039 | 7.60% | 0.16% |
| CITADEL ADVISORS LLC | 08/14/2024 | 20,288 | $207,141 | 100.00% | 0.16% |
| TOWNSQUARE CAPITAL LLC | 08/14/2024 | 14,452 | $147,555 | 1.77% | 0.12% |
| STATE STREET CORP | 08/14/2024 | 14,285 | $145,850 | 0.00% | 0.11% |
| NORDEN GROUP LLC | 08/06/2024 | 14,200 | $144,982 | 0.00% | 0.11% |
| GREENWICH WEALTH MANAGEMENT LLC | 08/09/2024 | 14,000 | $143,000 | 0.00% | 0.11% |
| NORTHERN TRUST CORP | 08/14/2024 | 13,117 | $133,925 | 8.55% | 0.10% |
| LPL FINANCIAL LLC | 08/07/2024 | 10,595 | $108,175 | -12.40% | 0.08% |
| CITIGROUP INC | 08/12/2024 | 4,084 | $41,698 | -68.41% | 0.03% |
| GLOBEFLEX CAPITAL L P | 08/13/2024 | 3,300 | $33,693 | -87.95% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 896 | $9,148 | -0.67% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 55 | $562 | -92.53% | 0.00% |
| UBS GROUP AG | 08/14/2024 | 1 | $10 | -99.96% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 10/17/2024 | 0 | $0 | -100.00% | 0.00% |
| QUADRATURE CAPITAL LTD | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
FinWise Bancorpinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of FINW shares?
During the previous two years, 31 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 987,157
VANGUARD GROUP INC: 398,491
M3F, Inc.: 278,646
Siena Capital Partners GP, LLC: 113,718
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 94,068
DIMENSIONAL FUND ADVISORS LP: 93,853
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What percentage of FinWise Bancorp stock is owned by institutional investors?
23.33% of FinWise Bancorp stock is owned by institutional investors.
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How much institutional buying is happening at FINW ?
Institutional investors have bought a total of 2.55 M shares in the last 24 months. This purchase volume represents approximately $44.39 M in transactions.