FINW - FinWise Bancorp Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

FinWise Bancorp
US ˙ NasdaqGM ˙ US31813A1097

Grundlæggende statistik
Institutionelle ejere 87 total, 87 long only, 0 short only, 0 long/short - change of -34,09% MRQ
Gennemsnitlig porteføljeallokering 0.0515 % - change of -8,07% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 4.125.158 - 30,21% (ex 13D/G) - change of -0,46MM shares -9,98% MRQ
Institutionel værdi (lang) $ 73.955 USD ($1000)
Institutionelt ejerskab og aktionærer

FinWise Bancorp (US:FINW) har 87 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,125,158 aktier. Største aktionærer omfatter Alliancebernstein L.p., Wasatch Advisors Inc, BlackRock, Inc., Vanguard Group Inc, Us Bancorp \de\, Geode Capital Management, Llc, Dimensional Fund Advisors Lp, Siena Capital Partners GP, LLC, FSSNX - Fidelity Small Cap Index Fund, and Bridgeway Capital Management Inc .

FinWise Bancorp (NasdaqGM:FINW) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 10, 2026 is 15,97 / share. Previously, on March 11, 2025, the share price was 17,40 / share. This represents a decline of 8,22% over that period.

FINW / FinWise Bancorp Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

FINW / FinWise Bancorp Historical Put/Call Ratio
13D/G-arkivering

Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.

Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.

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Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2026-02-11 13G/A WASATCH ADVISORS INC 704,109 602,116 -14.49 4.40 -16.98
2025-05-14 13G/A ALLIANCEBERNSTEIN L.P. 949,327 810,266 -14.65 6.10 -19.74
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-06 13F Global Retirement Partners, LLC 27.000 0,00 484 -7,46
2026-02-12 13F BlackRock, Inc. 517.808 27,01 9.289 17,51
2026-02-18 13F EP Wealth Advisors, Inc. 10.715 192
2025-09-25 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.312 0,00 202 18,13
2026-02-05 13F Stephens Inc /ar/ 16.129 289
2025-11-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 1.164 0,00 21 17,65
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.562 0,00 82 19,12
2026-01-29 13F Vanguard Group Inc 502.455 3,11 9.014 -4,60
2026-01-29 13F UBS Group AG 2.765 -55,82 50 -59,50
2026-02-12 13F Nuveen, LLC 11.793 0,00 212 -7,46
2026-02-17 13F Bridgeway Capital Management Inc 88.889 0,79 1.595 -6,73
2025-09-25 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.384 0,00 78 18,18
2025-09-25 NP HSSAX - Emerald Banking and Finance Fund Class A 85.424 0,00 1.527 18,20
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 5.804 7,98 104 27,16
2026-02-13 13F Rhumbline Advisers 6.597 -19,75 118 -25,79
2026-02-11 13F Siena Capital Partners GP, LLC 91.588 1.643
2026-02-17 13F Millennium Management Llc 12.496 224
2026-01-26 13F Cwm, Llc 17 6,25 0
2026-02-12 13F New York State Common Retirement Fund 4.400 0,00 79 -8,24
2026-02-13 13F Transamerica Financial Advisors, Inc. 68 1
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 777 0,00 14 18,18
2026-02-12 13F Dimensional Fund Advisors Lp 110.643 -0,37 1.985 -7,89
2026-02-17 13F California State Teachers Retirement System 571 0,88 10 0,00
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 150 0,00 3 0,00
2026-02-09 13F Emerald Mutual Fund Advisers Trust 54.364 -36,36 975 -41,12
2026-02-17 13F Royal Bank Of Canada 319 6
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4.345 6,00 78 -2,53
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.434 0,00 26 19,05
2026-02-17 13F Tower Research Capital LLC (TRC) 646 14,34 12 10,00
2025-09-26 NP USMIX - Extended Market Index Fund 948 -1,96 17 14,29
2026-02-13 13F Citigroup Inc 220 -19,41 4 -40,00
2026-01-30 13F Us Bancorp \de\ 439.048 2,33 7.877 -5,33
2026-02-10 13F Globeflex Capital L P 3.401 3,06 61 -3,17
2026-01-16 13F Tempus Wealth Planning, LLC 28.022 0,00 503 -7,55
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.426 25
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.665 0,00 208 18,18
2026-02-12 13F Wasatch Advisors Inc 602.116 -20,20 10.802 -26,17
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1.030 18
2026-02-09 13F Legal & General Group Plc 933 0,00 17 -11,11
2026-02-11 13F Ameritas Investment Partners, Inc. 925 17
2026-02-11 13F Jpmorgan Chase & Co 3.786 -8,59 68 -16,25
2026-02-13 13F Barclays Plc 14.634 13,90 263 5,22
2026-02-13 13F Charles Schwab Investment Management Inc 27.418 0,00 492 -7,53
2026-02-14 13F Militia Capital Partners, LP 50.000 0,00 897 -7,43
2025-09-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89.429 1.598
2026-02-06 13F Covestor Ltd 27 -20,59 0
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 2.393 0,00 43 0,00
2026-02-17 13F Bank Of America Corp /de/ 5.915 134,16 106 120,83
2025-09-29 NP RSSL - Global X Russell 2000 ETF 4.584 82
2026-02-13 13F State Street Corp 86.148 10,85 1.545 2,59
2026-02-17 13F Alliancebernstein L.p. 767.406 -0,56 13.767 -7,99
2026-02-11 13F Deutsche Bank Ag\ 9.611 12,74 172 4,24
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 8 0,00 0
2026-02-05 13F Amalgamated Bank 292 -5,81 0
2026-02-09 13F Geode Capital Management, Llc 206.561 1,18 3.707 -6,39
2026-02-13 13F Morgan Stanley 10.653 45,73 191 35,46
2026-02-13 13F Sterling Capital Management LLC 285 8,37 5 0,00
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 100 2
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 1.421 0,00 25 19,05
2026-02-11 13F Empowered Funds, LLC 28.537 0,00 512 -7,59
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 248 4
2026-02-11 13F Los Angeles Capital Management Llc 904 17
2025-09-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.856 408
2025-11-12 13F Greenwich Wealth Management LLC 0 -100,00 0
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 766 14
2026-02-10 13F Bnp Paribas Arbitrage, Sa 2.979 3,08 53 -5,36
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.129 0,00 20 17,65
2026-02-13 13F Wells Fargo & Company/mn 10.283 68,02 184 55,93
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 17.276 0,00 309 18,01
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0
2025-09-25 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.592 36,70 171 61,32
2026-01-23 13F Smith, Moore & Co. 38.000 0,00 682 -7,47
2025-10-30 13F Andina Capital Management, LLC 0 -100,00 0 -100,00
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 8 0
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 2.052 0,00 37 -7,69
2026-02-11 13F LPL Financial LLC 12.655 -7,32 227 -14,02
2026-01-13 13F Norden Group Llc 16.921 19,16 304 10,18
2026-02-13 13F SRS Capital Advisors, Inc. 0 -100,00 0
2025-09-25 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.717 -14,91 138 0,00
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 878 0,00 16 15,38
2026-01-05 13F GAMMA Investing LLC 83 137,14 1
2025-09-24 NP PPNMX - SmallCap Growth Fund I R-3 291 5
2026-02-17 13F Russell Investments Group, Ltd. 765 1,86 14 -7,14
2026-02-10 13F Bank of New York Mellon Corp 20.417 -1,61 366 -8,96
2026-02-17 13F Fmr Llc 73 2.333,33 1
2026-02-17 13F Northern Trust Corp 65.590 -7,78 1.177 -14,72
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 11.793 211
2026-02-12 13F MetLife Investment Management, LLC 6.140 0,00 110 -7,56
2026-02-12 13F Renaissance Technologies Llc 24.000 -7,40 431 -14,34
2025-09-25 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.326 0,00 149 18,40
2026-02-10 13F Goldman Sachs Group Inc 40.565 109,74 728 93,87
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