FinWise Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 814.51 K | $12.92 M | 1.83% | 6.21% |
| BLACKROCK, INC. | 08/07/2026 | 520.59 K | $7.55 M | 14.11% | 3.97% |
| WASATCH ADVISORS LP | 07/10/2026 | 502.20 K | $7.28 M | -16.59% | 3.83% |
| US BANCORP \DE\ | 08/12/2026 | 469.05 K | $6.80 M | 0.00% | 3.58% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 391.58 K | $5.68 M | 0.19% | 2.99% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 228.50 K | $3.31 M | 14.27% | 1.74% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 118.80 K | $1.72 M | 4.68% | 0.91% |
| STATE STREET CORP | 09/22/2026 | 86.86 K | $1.26 M | -1.08% | 0.66% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 75.74 K | $1.10 M | -9.72% | 0.58% |
| NORTHERN TRUST CORP | 08/13/2026 | 75.48 K | $1.09 M | 11.20% | 0.58% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 65.26 K | $946.26 K | 19.60% | 0.50% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 63.94 K | $927.16 K | 8.19% | 0.49% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/05/2026 | 54.36 K | $788.28 K | 0.00% | 0.41% |
| PMC FIG OPPORTUNITIES LLC | 08/14/2026 | 50.00 K | $725.00 K | 100.00% | 0.38% |
| MORGAN STANLEY | 08/13/2026 | 40.71 K | $590.30 K | 888.83% | 0.31% |
| SMITH, MOORE & CO. | 08/12/2026 | 38.00 K | $551.00 K | 0.00% | 0.29% |
| MILITIA CAPITAL MANAGEMENT LLC | 08/12/2026 | 35.58 K | $515.85 K | 13.23% | 0.27% |
| TEMPUS WEALTH PLANNING, LLC | 07/22/2026 | 28.02 K | $406.32 K | 0.00% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 27.94 K | $405.19 K | 13.37% | 0.21% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 27.94 K | $405.19 K | 100.00% | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 25.80 K | $374.10 K | -7.94% | 0.20% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 25.60 K | $371.17 K | -31.27% | 0.20% |
| ARCUS CAPITAL PARTNERS, LLC | 08/14/2026 | 25.14 K | $364.53 K | 92.29% | 0.19% |
| SCOGGIN MANAGEMENT LP | 08/14/2026 | 25.00 K | $362.50 K | 100.00% | 0.19% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 23.81 K | $345.19 K | 0.03% | 0.18% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 23.54 K | $341.29 K | 0.00% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 21.11 K | $306.02 K | 9.51% | 0.16% |
| NORDEN GROUP LLC | 07/29/2026 | 16.92 K | $245.36 K | 0.00% | 0.13% |
| STEPHENS INC /AR/ | 07/29/2026 | 16.13 K | $233.87 K | 0.00% | 0.12% |
| STRS OHIO | 07/30/2026 | 14.80 K | $214.60 K | 100.00% | 0.11% |
| NUVEEN, LLC | 08/11/2026 | 14.21 K | $206.06 K | 20.50% | 0.11% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 13.65 K | $198.00 K | 100.00% | 0.10% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 12.30 K | $178.32 K | 100.00% | 0.09% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 12.01 K | $174.15 K | 100.00% | 0.09% |
| IFP ADVISORS, INC | 07/20/2026 | 12.00 K | $174.00 K | 100.00% | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 11.52 K | $167.08 K | 100.00% | 0.09% |
| LPL FINANCIAL LLC | 08/07/2026 | 10.57 K | $153.19 K | -30.10% | 0.08% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 9.58 K | $138.91 K | -19.03% | 0.07% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 8.55 K | $123.93 K | 148.89% | 0.07% |
| RHUMBLINE ADVISERS | 08/12/2026 | 6.53 K | $94.63 K | 0.48% | 0.05% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 6.19 K | $89.74 K | -12.75% | 0.05% |
| CITIGROUP INC | 08/03/2026 | 4.51 K | $65.38 K | 619.14% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 4.44 K | $64.40 K | -0.13% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 4.40 K | $63.80 K | 0.00% | 0.03% |
| JPMORGAN CHASE & CO | 08/12/2026 | 4.15 K | $60.93 K | 8.01% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 4.15 K | $60.20 K | 0.00% | 0.03% |
| BARCLAYS PLC | 08/14/2026 | 4.09 K | $59.32 K | -19.44% | 0.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 3.71 K | $53.74 K | 384.44% | 0.03% |
| GLOBEFLEX CAPITAL L P | 08/12/2026 | 3.30 K | $47.85 K | -75.26% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 07/23/2026 | 2.05 K | $29.75 K | 0.00% | 0.02% |
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FinWise Bancorp institutional Ownership - FAQ's
During the previous two years, 74 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 123,591
STRS OHIO: 38,900
CITIGROUP INC: 476
Covestor Ltd: 143
Parkside Financial Bank & Trust: 75
EverSource Wealth Advisors, LLC: 42
31.23% of FinWise Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 4.38 M shares in the last 24 months. This purchase volume represents approximately $70.75 M in transactions.