FinWise Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 771.70 K | $14.96 M | 0.57% | 6.04% |
| WASATCH ADVISORS LP | 11/14/2025 | 754.54 K | $14.63 M | 7.16% | 5.90% |
| VANGUARD GROUP INC | 11/07/2025 | 487.32 K | $9.45 M | 0.36% | 3.81% |
| US BANCORP \DE\ | 11/12/2025 | 429.05 K | $8.32 M | 0.00% | 3.36% |
| BLACKROCK, INC. | 11/12/2025 | 407.71 K | $7.91 M | 19.61% | 3.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 204.15 K | $3.96 M | -0.09% | 1.60% |
| SIENA CAPITAL PARTNERS GP, LLC | 11/12/2025 | 137.12 K | $2.66 M | 0.00% | 1.07% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 111.06 K | $2.15 M | -0.40% | 0.87% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 88.19 K | $1.71 M | -4.87% | 0.69% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/30/2025 | 85.42 K | $1.66 M | 0.00% | 0.67% |
| STATE STREET CORP | 11/14/2025 | 77.72 K | $1.51 M | 8.13% | 0.61% |
| NORTHERN TRUST CORP | 11/14/2025 | 71.13 K | $1.38 M | 4.66% | 0.56% |
| MILITIA CAPITAL PARTNERS, LP | 11/14/2025 | 50.00 K | $969.50 K | -32.98% | 0.39% |
| SMITH, MOORE & CO. | 11/12/2025 | 38.00 K | $736.82 K | -5.00% | 0.30% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 28.54 K | $553.33 K | 7.66% | 0.22% |
| TEMPUS WEALTH PLANNING, LLC | 11/06/2025 | 28.02 K | $543.35 K | 0.00% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 27.42 K | $531.64 K | 0.00% | 0.21% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 27.00 K | $523.53 K | 0.00% | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 25.92 K | $502.53 K | -30.89% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 20.75 K | $402.38 K | 17.24% | 0.16% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 19.34 K | $375.02 K | 100.00% | 0.15% |
| SUMMIT WEALTH GROUP LLC / CO | 11/14/2025 | 15.70 K | $135.61 K | 100.00% | 0.12% |
| NORDEN GROUP LLC | 10/15/2025 | 14.20 K | $275.34 K | 0.00% | 0.11% |
| LPL FINANCIAL LLC | 11/12/2025 | 13.66 K | $264.77 K | 100.00% | 0.11% |
| BARCLAYS PLC | 11/12/2025 | 12.85 K | $249.12 K | -24.94% | 0.10% |
| NUVEEN, LLC | 11/12/2025 | 11.79 K | $228.67 K | 0.00% | 0.09% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 8.53 K | $165.30 K | 100.00% | 0.07% |
| RHUMBLINE ADVISERS | 11/06/2025 | 8.22 K | $159.40 K | -1.97% | 0.06% |
| MORGAN STANLEY | 11/14/2025 | 7.31 K | $141.74 K | -53.04% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 6.26 K | $121.34 K | -74.29% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 6.14 K | $119.06 K | 0.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 6.12 K | $118.67 K | 19.14% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 4.40 K | $85.32 K | -38.89% | 0.03% |
| JPMORGAN CHASE & CO | 11/26/2025 | 4.14 K | $80.31 K | -3.63% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 4.10 K | $79.48 K | -17.24% | 0.03% |
| GLOBEFLEX CAPITAL L P | 11/12/2025 | 3.30 K | $63.99 K | 0.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 2.89 K | $56.04 K | 76.87% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2.53 K | $48.98 K | -13.23% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 2.05 K | $39.79 K | 0.00% | 0.02% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 933 | $18.09 K | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 925 | $17.94 K | 0.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 751 | $14.56 K | 100.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 566 | $10.98 K | 0.18% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 565 | $10.96 K | 100.00% | 0.00% |
| AMALGAMATED BANK | 10/29/2025 | 310 | $6.00 K | 0.00% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 273 | $5.29 K | -91.32% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 263 | $5.10 K | 136.94% | 0.00% |
| VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 11/26/2025 | 150 | $2.91 K | 0.00% | 0.00% |
| GAMMA INVESTING LLC | 10/02/2025 | 35 | $679 | 100.00% | 0.00% |
| COVESTOR LTD | 10/30/2025 | 34 | $1.00 K | 100.00% | 0.00% |
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FinWise Bancorp institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 771,701
WASATCH ADVISORS LP: 754,543
VANGUARD GROUP INC: 487,323
US BANCORP \DE\: 429,048
BlackRock, Inc.: 407,705
GEODE CAPITAL MANAGEMENT, LLC: 204,145
31.52% of FinWise Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 4.18 M shares in the last 24 months. This purchase volume represents approximately $77.10 M in transactions.