FinWise Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 1.05 M | $16.32 M | 6.01% | 8.27% |
| VANGUARD GROUP INC | 11/13/2024 | 415,951 | $6.49 M | 4.38% | 3.29% |
| WASATCH ADVISORS LP | 11/14/2024 | 397,994 | $6.21 M | 100.00% | 3.14% |
| US BANCORP \DE\ | 10/28/2024 | 351,048 | $5.48 M | 0.00% | 2.77% |
| M3F, INC. | 11/13/2024 | 268,737 | $4.19 M | -3.56% | 2.12% |
| SIENA CAPITAL PARTNERS GP, LLC | 11/12/2024 | 113,718 | $1.77 M | 0.00% | 0.90% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 97,881 | $1.53 M | 4.29% | 0.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 91,608 | $1.43 M | 21.66% | 0.72% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 86,648 | $1.35 M | -7.89% | 0.68% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/29/2024 | 85,424 | $1.33 M | 0.00% | 0.67% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 48,500 | $756,600 | 3.41% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 48,223 | $752,279 | -6.57% | 0.38% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 38,223 | $596,279 | 100.00% | 0.30% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 26,587 | $414,757 | 100.00% | 0.21% |
| GILDER GAGNON HOWE & CO LLC | 11/14/2024 | 26,011 | $405,764 | -65.78% | 0.21% |
| SMITH, MOORE & CO. | 11/12/2024 | 25,000 | $390,000 | 0.00% | 0.20% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 21,448 | $334,589 | 5.26% | 0.17% |
| STATE STREET CORP | 11/14/2024 | 14,285 | $222,846 | 0.00% | 0.11% |
| TOWNSQUARE CAPITAL LLC | 11/13/2024 | 14,205 | $221,598 | -1.71% | 0.11% |
| NORDEN GROUP LLC | 10/17/2024 | 14,200 | $221,520 | 0.00% | 0.11% |
| GREENWICH WEALTH MANAGEMENT LLC | 10/29/2024 | 14,000 | $218,000 | 0.00% | 0.11% |
| LPL FINANCIAL LLC | 11/08/2024 | 10,595 | $165,282 | 0.00% | 0.08% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10/21/2024 | 10,052 | $156,811 | -53.46% | 0.08% |
| GLOBEFLEX CAPITAL L P | 11/13/2024 | 3,300 | $51,480 | 0.00% | 0.03% |
| BARCLAYS PLC | 11/19/2024 | 3,035 | $47,000 | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 668 | $10,420 | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 405 | $6,318 | -54.80% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 70 | $1,092 | 27.27% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 1 | $16 | 0.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 11/15/2024 | 0 | $0 | -100.00% | 0.00% |
FinWise Bancorpinstitutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 1.05 M
VANGUARD GROUP INC: 415,951
WASATCH ADVISORS LP: 397,994
US BANCORP \DE\: 351,048
M3F, Inc.: 268,737
Siena Capital Partners GP, LLC: 113,718
26.02% of FinWise Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 3.43 M shares in the last 24 months. This purchase volume represents approximately $52.52 M in transactions.