FinWise Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 799.88 K | $14.35 M | 4.23% | 6.18% |
| WASATCH ADVISORS LP | 04/21/2026 | 602.12 K | $9.55 M | 0.00% | 4.65% |
| US BANCORP \DE\ | 05/15/2026 | 469.05 K | $7.44 M | 6.83% | 3.62% |
| BLACKROCK, INC. | 05/13/2026 | 456.24 K | $7.24 M | -11.89% | 3.52% |
| 05/15/2026 | 390.85 K | $6.20 M | 100.00% | 3.02% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 199.97 K | $3.17 M | -3.19% | 1.54% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 113.48 K | $1.80 M | 2.57% | 0.88% |
| STATE STREET CORP | 05/15/2026 | 87.81 K | $1.39 M | 1.93% | 0.68% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 83.89 K | $1.33 M | -5.63% | 0.65% |
| NORTHERN TRUST CORP | 05/14/2026 | 67.88 K | $1.08 M | 3.49% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 59.10 K | $937.33 K | 100.00% | 0.46% |
| 05/08/2026 | 54.56 K | $865.37 K | 100.00% | 0.42% | |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/04/2026 | 54.36 K | $862.21 K | 0.00% | 0.42% |
| SMITH, MOORE & CO. | 05/05/2026 | 38.00 K | $602.68 K | 0.00% | 0.29% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 37.24 K | $590.67 K | -8.19% | 0.29% |
| 06/12/2026 | 31.42 K | $498.31 K | 100.00% | 0.24% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 28.03 K | $444.49 K | 16.78% | 0.22% |
| TEMPUS WEALTH PLANNING, LLC | 04/29/2026 | 28.02 K | $444.43 K | 0.00% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 24.65 K | $390.93 K | -10.10% | 0.19% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 23.80 K | $377.45 K | 122.11% | 0.18% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 23.54 K | $373.30 K | -17.52% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 19.27 K | $305.67 K | -5.60% | 0.15% |
| NORDEN GROUP LLC | 04/15/2026 | 16.92 K | $268.37 K | 0.00% | 0.13% |
| STEPHENS INC /AR/ | 04/28/2026 | 16.13 K | $255.81 K | 0.00% | 0.12% |
| LPL FINANCIAL LLC | 05/06/2026 | 15.12 K | $239.72 K | 19.44% | 0.12% |
| GLOBEFLEX CAPITAL L P | 05/13/2026 | 13.34 K | $211.53 K | 292.15% | 0.10% |
| ARCUS CAPITAL PARTNERS, LLC | 05/06/2026 | 13.07 K | $207.35 K | 28.50% | 0.10% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 11.83 K | $187.64 K | 23.10% | 0.09% |
| NUVEEN, LLC | 04/30/2026 | 11.79 K | $187.04 K | 0.00% | 0.09% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 7.09 K | $112.50 K | 684.62% | 0.05% |
| RHUMBLINE ADVISERS | 05/12/2026 | 6.50 K | $103.01 K | -1.55% | 0.05% |
| BARCLAYS PLC | 05/15/2026 | 5.08 K | $80.54 K | -65.30% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 4.45 K | $70.53 K | 2.35% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 4.40 K | $69.78 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 4.15 K | $65.85 K | 100.00% | 0.03% |
| MORGAN STANLEY | 05/15/2026 | 4.12 K | $65.30 K | -61.35% | 0.03% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.85 K | $61.06 K | 1.56% | 0.03% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.43 K | $54.46 K | -66.61% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 2.54 K | $40.27 K | -14.77% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 2.53 K | $40.14 K | 291.80% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 2.05 K | $32.55 K | 0.00% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 1.53 K | $24.33 K | -44.52% | 0.01% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 1.00 K | $15.86 K | 100.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 925 | $14.67 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 820 | $13.01 K | -12.11% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 765 | $12.13 K | 0.00% | 0.01% |
| CITIGROUP INC | 05/11/2026 | 627 | $9.95 K | 185.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 05/18/2026 | 504 | $7.99 K | -11.73% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 04/22/2026 | 158 | $2.51 K | -44.56% | 0.00% |
| GAMMA INVESTING LLC | 04/06/2026 | 85 | $1.35 K | 2.41% | 0.00% |
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FinWise Bancorp institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 799,876
WASATCH ADVISORS LP: 602,116
US BANCORP \DE\: 469,048
BlackRock, Inc.: 456,238
GEODE CAPITAL MANAGEMENT, LLC: 199,970
DIMENSIONAL FUND ADVISORS LP: 113,484
29.71% of FinWise Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 4.10 M shares in the last 24 months. This purchase volume represents approximately $66.21 M in transactions.