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Who owns FINW?

Institutional ownership of FinWise Bancorp from Form 13F, Q2 2026

70 institutional managers reported holding FinWise Bancorp (FINW) in Form 13F filings for Q2 2026, with 4,065,974 shares worth $60.1M. The largest reported holder was Alliancebernstein L.p. Managers that filed both quarters added a net 205,633 shares (+5.3%). 14 opened new positions and 1 sold out.

Funds holding
70
Value held
$60.1M
New / sold out
14 / 1
Net shares, same filers
+5.3%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of FINW

FundValueShare of 13F holdingsSharesMove
Alliancebernstein L.p.$12.9M20.0%814,507Added
BlackRock, Inc.$7.5M12.8%520,593Added
Wasatch Advisors LP$7.3M12.4%502,201Trimmed
US Bancorp \de\$6.8M11.5%469,048Unchanged
Vanguard Capital Management LLC$5.7M9.6%391,576Added
Geode Capital Management, LLC$3.3M5.6%228,504Added
Dimensional Fund Advisors LP$1.7M2.9%118,796Added
State Street Corp$1.3M2.1%86,864Trimmed
Bridgeway Capital Management, LLC$1.1M1.9%75,737Trimmed
Northern Trust Corp$1.1M1.9%75,480Added
Vanguard Portfolio Management LLC$946K1.6%65,259Added
Vanguard Fiduciary Trust Co$927K1.6%63,942Added
Emerald Mutual Fund Advisers Trust$788K1.3%54,364Unchanged
PMC FIG Opportunities LLC$725K1.2%50,000New
Morgan Stanley$590K1.0%40,710Added
Smith, Moore & Co.$551K0.9%38,000Unchanged
Militia Capital Management LLC$516K0.9%35,576Added
Tempus Wealth Planning, LLC$406K0.7%28,022Unchanged
Charles Schwab Investment Management Inc$405K0.7%27,944Added
Renaissance Technologies LLC$374K0.6%25,800Trimmed
Goldman Sachs Group Inc$371K0.6%25,598Trimmed
Arcus Capital Partners, LLC$365K0.6%25,140Added
Scoggin Management LP$363K0.6%25,000New
EP Wealth Advisors, LLC$345K0.6%23,806Unchanged
Empowered Funds, LLC$341K0.6%23,537Unchanged

Share of 13F holdings is each fund's shares as a share of the 4,065,974 FINW shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. BlackRock, Inc. Added+$933K
  2. PMC FIG Opportunities LLC New+$725K
  3. Morgan Stanley Added+$531K
  4. Geode Capital Management, LLC Added+$414K
  5. Scoggin Management LP New+$363K
  6. Alliancebernstein L.p. Added+$232K
  7. STRS Ohio New+$215K
  8. Gsa Capital Partners LLP New+$198K
  9. Arcus Capital Partners, LLC Added+$175K
  10. Squarepoint Ops LLC New+$174K

Biggest sellers in Q2 2026

  1. Wasatch Advisors LP Trimmed-$1.4M
  2. Goldman Sachs Group Inc Trimmed-$169K
  3. Globeflex Capital L P Trimmed-$146K
  4. Bridgeway Capital Management, LLC Trimmed-$118K
  5. LPL Financial LLC Trimmed-$66K
  6. Deutsche Bank Ag\ Trimmed-$33K
  7. Renaissance Technologies LLC Trimmed-$32K
  8. Western Wealth Management, LLC Sold out-$16K
  9. Barclays PLC Trimmed-$14K
  10. Tower Research Capital LLC (TRC) Trimmed-$14K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $5.1M and sold $2.1M; 26 added and 16 trimmed.

Schedule 13D and 13G filings on FINW

Owners of more than 5% must file within days, so these can be newer than the 13F data.

Questions about FINW ownership

Who owns FINW stock?
70 institutional investment managers reported FINW positions in their Form 13F filings for Q2 2026, holding 4,065,974 shares worth $60.1M in total. Alliancebernstein L.p. reported the largest position.
Are funds buying or selling FINW?
In Q2 2026, 14 managers opened new FINW positions, 26 added, 16 trimmed and 1 sold out. Managers that filed in both quarters added a net 205,633 shares.
How current is this FINW institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FINW by CUSIP. Options are left out. FINW news and filings · FINW insider trades · Top funds