FinWise Bancorp (FINW) Institutional Ownership $16.80 +0.39 (+2.38%) As of 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for FinWise Bancorp (NASDAQ:FINW)CurrentInstitutional OwnershipPercentage35.41%Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$12.58MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$3.77M Get FINW Insider Trade Alerts Want to know when executives and insiders are buying or selling FinWise Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data FINW Institutional Buying and Selling by Quarter FinWise Bancorp Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/19/2024Barclays PLC3,035$47K0.0%N/A0.023% 11/16/2024Geode Capital Management LLC91,608$1.43M0.0%+21.7%0.693% 11/15/2024Barclays PLC3,035$47K0.0%N/A0.023% 11/14/2024Wasatch Advisors LP397,994$6.21M0.0%N/A3.013% 11/6/2024Empowered Funds LLC21,448$335K0.0%+5.3%0.162% 10/21/2024Foundations Investment Advisors LLC10,052$157K0.0%-53.5%0.079% 8/9/2024Renaissance Technologies LLC46,900$479K0.0%-4.9%0.367% 8/9/2024Dimensional Fund Advisors LP93,853$958K0.0%+25.8%0.734% 8/6/2024Emerald Mutual Fund Advisers Trust85,424$872K0.0%-11.4%0.668% 8/2/2024Foundations Investment Advisors LLC21,600$221K0.0%N/A0.169% Get the Latest News and Ratings for FINW and Related StocksEnter your email address below to receive the latest news and analysts' ratings for FinWise Bancorp and its competitors with MarketBeat's FREE daily newsletter. 5/15/2024Quadrature Capital Ltd16,311$164K0.0%N/A0.128% 5/10/2024Vanguard Group Inc.376,802$3.79M0.0%+6.9%2.945% 5/7/2024Empowered Funds LLC18,936$190K0.0%+8.0%0.148% 4/19/2024Norden Group LLC28,400$285K0.0%+100.0%0.222% 2/14/2024Basswood Capital Management L.L.C.4,537$65K0.0%-98.1%0.036% 2/9/2024US Bancorp DE351,048$5.02M0.0%N/A2.811% 2/5/2024Norden Group LLC14,200$203K0.0%-9.5%0.114% 11/13/2023Siena Capital Partners GP LLC97,436$872K0.3%+195.6%0.766% 10/27/2023Emerald Mutual Fund Advisers Trust344,137$2.97M0.2%-1.4%2.705% 8/10/2023Siena Capital Partners GP LLC32,966$295K0.1%N/A0.257% 7/27/2023EA Series Trust14,736$132K0.0%N/A0.115% 5/4/2023Emerald Mutual Fund Advisers Trust352,664$3.11M0.2%-21.5%2.750% 2/3/2023Emerald Mutual Fund Advisers Trust449,211$4.16M0.3%-9.4%3.485% 8/15/2022Basswood Capital Management L.L.C.901,332$8.41M0.5%-9.7%7.048% 8/8/2022TownSquare Capital LLC12,000$112K0.0%N/A0.094% 7/29/2022Emerald Mutual Fund Advisers Trust495,675$4.63M0.3%-8.2%3.875% 7/26/2022JCSD Capital LLC17,697$165K0.2%N/A0.138% 5/13/2022EAM Investors LLC79,619$1.37M0.3%N/A0.623% 5/12/2022Smith Moore & CO.25,000$429K0.1%+150.0%0.196% 5/11/2022State of Tennessee Treasury Department8,722$150K0.0%N/A0.068% 5/10/2022Cornercap Investment Counsel Inc.32,381$555K0.1%N/A0.253% 5/4/2022Stephens Inc. AR18,600$319K0.0%+23.2%0.145% 4/29/2022Emerald Mutual Fund Advisers Trust540,128$9.26M0.4%-4.7%4.223% 4/29/2022Full18 Capital LLC103,690$1.94M0.4%N/A0.811% 3/7/2022Stephens Inc. AR15,100$208K0.0%N/A0.123% 2/16/2022Wasatch Advisors Inc.526,781$7.26M0.0%N/A4.301% 2/14/2022Philadelphia Financial Management of San Francisco LLC39,201$541K0.2%N/A0.320% 2/14/2022Rockefeller Capital Management L.P.30,000$413K0.0%N/A0.245% 2/8/2022Smith Moore & CO.10,000$138K0.0%N/A0.082% (Data available from 1/1/2016 forward) FINW Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of FINW shares? During the previous two years, 15 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were Wasatch Advisors LP ($6.21M), US Bancorp DE ($5.02M), Vanguard Group Inc. ($3.79M), Geode Capital Management LLC ($1.43M), Dimensional Fund Advisors LP ($958K), Emerald Mutual Fund Advisers Trust ($872K), and Siena Capital Partners GP LLC ($872K).Learn more on FINW's institutional investors. What percentage of FinWise Bancorp stock is owned by institutional investors? 35.41% of FinWise Bancorp stock is owned by institutional investors. Learn more on FINW's institutional investor holdings. Which institutional investors have been buying FinWise Bancorp stock? Of the 12 institutional investors that purchased FinWise Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasatch Advisors LP ($397.99K), US Bancorp DE ($351.05K), Siena Capital Partners GP LLC ($97.44K), Vanguard Group Inc. ($24.46K), Foundations Investment Advisors LLC ($21.60K), Dimensional Fund Advisors LP ($19.24K), and Quadrature Capital Ltd ($16.31K). How much institutional buying is happening at FinWise Bancorp? Institutional investors have bought a total of 981,868 shares in the last 24 months. This purchase volume represents approximately $13.57M in transactions. Which FinWise Bancorp major shareholders have been selling company stock? The following institutional investors have sold FinWise Bancorp stock in the last 24 months: Basswood Capital Management L.L.C. ($239.61K), Emerald Mutual Fund Advisers Trust ($159.08K), Foundations Investment Advisors LLC ($11.55K), Renaissance Technologies LLC ($2.40K), and Norden Group LLC ($1.50K). How much institutional selling is happening at FinWise Bancorp? Institutional investors have sold a total of 414,132 shares in the last 24 months. This volume of shares sold represents approximately $5.09M in transactions. 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