FinWise Bancorp
FinWise Bancorp (FINW) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · FINW · as of Sep 30, 2025
Ownership Breakdown
53
Institutional Holders
▲ 7 vs Q2
$77.96M
Total Inst. Value
▲ $17.88M vs Q2
13.71M
Shares Outstanding
freeFloat 68.51%
4.03M
13F Shares Held
▲ 26,487 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
FINW largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ALLIANCEBERNSTEIN L.P. state commercial banks | 771.7K | 6.04% | 6.04% | $14.96B | Nov 14, 2025 | ▲ 4.4K |
WASATCH ADVISORS LP state commercial banks | 754.5K | 5.90% | 5.90% | $14.63B | Nov 14, 2025 | ▲ 50.4K |
VANGUARD GROUP INC state commercial banks | 487.3K | 3.81% | 3.81% | $9.45B | Nov 7, 2025 | ▲ 1.7K |
US BANCORP \DE\ state commercial banks | 429.0K | 3.36% | 3.36% | $8.32B | Nov 12, 2025 | — held |
BLACKROCK, INC. state commercial banks | 407.7K | 3.19% | 3.19% | $7.91B | Nov 12, 2025 | ▲ 66.8K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 204.1K | 1.60% | 1.60% | $3.96B | Nov 12, 2025 | ▼ 178 |
SIENA CAPITAL PARTNERS GP, LLC state commercial banks | 137.1K | 1.07% | 1.07% | $2.66B | Nov 12, 2025 | — held |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 111.1K | 86.89% | 86.89% | $2.15B | Nov 12, 2025 | ▼ 441 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC state commercial banks | 88.2K | 69.00% | 69.00% | $1.71B | Nov 14, 2025 | ▼ 4.5K |
EMERALD MUTUAL FUND ADVISERS TRUST state commercial banks | 85.4K | 66.83% | 66.83% | $1.66B | Oct 30, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
13
Increased
+159.2K shares7
New Positions
first time holders15
Decreased
−81.2K shares0
Sold Out
fully exitedNet shares change (top 50)
+78.0K
+159.2K / −81.2K
Net new holders
+5
7 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
FINW insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
4
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Arias Juan Carlos See Remarks | May 28, 2026 | Tax Withhold | 285 | $14.24 | $4.1K | 8.4K | Form 4 ↗ |
Clayton Natasha Laurette See Remarks | May 28, 2026 | Tax Withhold | 1,728 | $14.24 | $24.6K | 45.2K | Form 4 ↗ |
Thiessens Richard See Remarks | May 28, 2026 | Tax Withhold | 1,759 | $14.24 | $25.0K | 50.8K | Form 4 ↗ |
Wahlman Robert E. EVP, Chief Financial Officer | May 28, 2026 | Tax Withhold | 3,067 | $14.24 | $43.7K | 54.1K | Form 4 ↗ |
Wahlman Robert E. EVP, Chief Financial Officer | May 27, 2026 | Tax Withhold | 3,918 | $14.00 | $54.9K | 57.2K | Form 4 ↗ |
Arias Juan Carlos See Remarks | May 27, 2026 | Tax Withhold | 348 | $14.00 | $4.9K | 8.6K | Form 4 ↗ |
Clayton Natasha Laurette See Remarks | May 27, 2026 | Tax Withhold | 1,961 | $14.00 | $27.5K | 46.9K | Form 4 ↗ |
Thiessens Richard See Remarks | May 27, 2026 | Tax Withhold | 1,995 | $14.00 | $27.9K | 52.5K | Form 4 ↗ |
Stines Andrew G See Remarks | Mar 31, 2026 | Award | 19,072 | $15.73 | $300.0K | 19.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
FinWise Bancorp (FINW) is primarily owned by institutional investors, who hold approximately 29.4% of total shares outstanding. Company insiders own approximately 31.49%, while retail and public investors account for the remaining 39.11%.
The largest institutional shareholder of FinWise Bancorp is ALLIANCEBERNSTEIN L.P., holding approximately 771,701 shares — equal to 6.04% of outstanding shares — as of September 30, 2025.
A total of 53 institutional investors currently hold FINW stock, with a combined institutional value of approximately $77,956,989 as of the most recent 13F filing period.
Frequently asked questions
FINW ownershipFinWise Bancorp (FINW) is primarily owned by institutional investors, who hold approximately 29.4% of shares. The largest shareholder is ALLIANCEBERNSTEIN L.P. with a 6.04% stake. Company insiders hold 31.49%. Data sourced from SEC Form 13F as of September 30, 2025.