FinWise Bancorp Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 984,785 | $15.74 M | -5.89% | 7.78% |
WASATCH ADVISORS LP | 02/13/2025 | 629,399 | $10.06 M | 58.14% | 4.97% |
VANGUARD GROUP INC | 02/11/2025 | 417,257 | $6.67 M | 0.31% | 3.30% |
US BANCORP \DE\ | 02/05/2025 | 351,048 | $5.61 M | 0.00% | 2.77% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 123,044 | $1.97 M | 155.16% | 0.97% |
SIENA CAPITAL PARTNERS GP, LLC | 02/12/2025 | 113,718 | $1.82 M | 0.00% | 0.90% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 98,017 | $1.57 M | 0.14% | 0.77% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 93,428 | $1.49 M | 1.99% | 0.74% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 87,661 | $1.40 M | 1.17% | 0.69% |
EMERALD MUTUAL FUND ADVISERS TRUST | 02/14/2025 | 85,424 | $1.37 M | 0.00% | 0.67% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 52,903 | $845,390 | 98.98% | 0.42% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 46,700 | $746,266 | -3.71% | 0.37% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 46,130 | $737,158 | 20.69% | 0.36% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 42,511 | $679,326 | 100.00% | 0.34% |
SMITH, MOORE & CO. | 02/13/2025 | 25,000 | $399,500 | 0.00% | 0.20% |
UBS GROUP AG | 02/14/2025 | 23,442 | $374,603 | 2,344,100.00% | 0.19% |
EMPOWERED FUNDS, LLC | 01/28/2025 | 22,461 | $358,927 | 4.72% | 0.18% |
683 CAPITAL MANAGEMENT, LLC | 02/14/2025 | 19,430 | $310,491 | 100.00% | 0.15% |
GILDER GAGNON HOWE & CO LLC | 02/14/2025 | 19,011 | $303,788 | -26.91% | 0.15% |
STATE STREET CORP | 02/14/2025 | 16,685 | $266,626 | 16.80% | 0.13% |
SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 16,530 | $264,148 | 100.00% | 0.13% |
TOWNSQUARE CAPITAL LLC | 02/13/2025 | 14,205 | $226,996 | 0.00% | 0.11% |
NORDEN GROUP LLC | 02/05/2025 | 14,200 | $226,916 | 0.00% | 0.11% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 14,021 | $224,056 | 100.00% | 0.11% |
GREENWICH WEALTH MANAGEMENT LLC | 02/10/2025 | 14,000 | $224,000 | 0.00% | 0.11% |
JANE STREET GROUP, LLC | 02/14/2025 | 12,330 | $197,034 | 100.00% | 0.10% |
BARCLAYS PLC | 02/13/2025 | 11,204 | $179,000 | 269.16% | 0.09% |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 01/22/2025 | 10,052 | $160,631 | 0.00% | 0.08% |
CITIGROUP INC | 02/12/2025 | 8,062 | $128,831 | 17.25% | 0.06% |
GLOBEFLEX CAPITAL L P | 02/10/2025 | 3,300 | $52,734 | 0.00% | 0.03% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 668 | $10,420 | 0.00% | 0.01% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 436 | $6,968 | 7.65% | 0.00% |
LPL FINANCIAL LLC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
M3F, INC. | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
FinWise Bancorp institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 984,785
WASATCH ADVISORS LP: 629,399
VANGUARD GROUP INC: 417,257
US BANCORP \DE\: 351,048
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 123,044
Siena Capital Partners GP, LLC: 113,718
27.25% of FinWise Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 3.58 M shares in the last 24 months. This purchase volume represents approximately $58.03 M in transactions.