FinWise Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 767.41 K | $13.77 M | -0.56% | 5.98% |
| WASATCH ADVISORS LP | 02/12/2026 | 602.12 K | $10.80 M | -20.20% | 4.69% |
| BLACKROCK, INC. | 02/12/2026 | 517.81 K | $9.29 M | 27.01% | 4.04% |
| VANGUARD GROUP INC | 01/29/2026 | 502.46 K | $9.01 M | 3.11% | 3.92% |
| US BANCORP \DE\ | 01/30/2026 | 439.05 K | $7.88 M | 2.33% | 3.42% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 206.56 K | $3.71 M | 1.18% | 1.61% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 110.64 K | $1.98 M | -0.37% | 0.86% |
| SIENA CAPITAL PARTNERS GP, LLC | 02/11/2026 | 91.59 K | $1.64 M | -33.21% | 0.71% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 88.89 K | $1.59 M | 0.79% | 0.69% |
| STATE STREET CORP | 02/13/2026 | 86.15 K | $1.55 M | 10.85% | 0.67% |
| NORTHERN TRUST CORP | 02/17/2026 | 65.59 K | $1.18 M | -7.78% | 0.51% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/09/2026 | 54.36 K | $975.29 K | -36.36% | 0.42% |
| MILITIA CAPITAL PARTNERS, LP | 02/17/2026 | 50.00 K | $897.00 K | 0.00% | 0.39% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 40.57 K | $727.74 K | 109.74% | 0.32% |
| SMITH, MOORE & CO. | 01/23/2026 | 38.00 K | $681.72 K | 0.00% | 0.30% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 28.54 K | $511.95 K | 0.00% | 0.22% |
| TEMPUS WEALTH PLANNING, LLC | 01/16/2026 | 28.02 K | $502.72 K | 0.00% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 27.42 K | $491.88 K | 0.00% | 0.21% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 27.00 K | $484.38 K | 0.00% | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 24.00 K | $430.56 K | -7.40% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 20.42 K | $366.28 K | -1.61% | 0.16% |
| NORDEN GROUP LLC | 01/13/2026 | 16.92 K | $303.56 K | 19.16% | 0.13% |
| STEPHENS INC /AR/ | 02/05/2026 | 16.13 K | $289.35 K | 100.00% | 0.12% |
| BARCLAYS PLC | 02/13/2026 | 14.63 K | $262.53 K | 13.90% | 0.11% |
| LPL FINANCIAL LLC | 02/11/2026 | 12.66 K | $227.03 K | -7.32% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 12.50 K | $224.18 K | 100.00% | 0.10% |
| NUVEEN, LLC | 02/12/2026 | 11.79 K | $211.57 K | 0.00% | 0.09% |
| EP WEALTH ADVISORS, LLC | 02/18/2026 | 10.72 K | $192.23 K | 100.00% | 0.08% |
| MORGAN STANLEY | 02/13/2026 | 10.65 K | $191.11 K | 45.73% | 0.08% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 10.28 K | $184.48 K | 68.02% | 0.08% |
| ARCUS CAPITAL PARTNERS, LLC | 05/06/2026 | 10.17 K | $182.52 K | 100.00% | 0.08% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 9.61 K | $172.42 K | 12.74% | 0.07% |
| RHUMBLINE ADVISERS | 02/13/2026 | 6.60 K | $118.35 K | -19.75% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 6.14 K | $110.15 K | 0.00% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.92 K | $106.12 K | 134.16% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 4.40 K | $78.94 K | 0.00% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 4.35 K | $77.95 K | 6.00% | 0.03% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.79 K | $67.92 K | -8.59% | 0.03% |
| GLOBEFLEX CAPITAL L P | 02/11/2026 | 3.40 K | $61.01 K | 3.06% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 2.98 K | $53.44 K | 3.08% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 2.77 K | $49.60 K | -55.82% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 2.05 K | $36.81 K | 0.00% | 0.02% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 933 | $16.74 K | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 925 | $16.60 K | 0.00% | 0.01% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 904 | $16.87 K | 100.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 765 | $13.72 K | 1.86% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 646 | $11.59 K | 14.34% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 571 | $10.24 K | 0.88% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 319 | $6.00 K | 100.00% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 292 | $5.00 K | -5.81% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
FinWise Bancorp institutional Ownership - FAQ's
During the previous two years, 64 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were:
WASATCH ADVISORS LP: 602,116
EMERALD MUTUAL FUND ADVISERS TRUST: 54,364
SMITH, MOORE & CO.: 38,000
Tempus Wealth Planning, LLC: 28,022
Bank of New York Mellon Corp: 19,273
NORDEN GROUP LLC: 16,921
31.11% of FinWise Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 4.25 M shares in the last 24 months. This purchase volume represents approximately $68.65 M in transactions.