FINW FinWise Bancorp
FinWise Bancorp (FINW) Institutional Ownership
What the institutions did with FINW last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 814.5K | 20.0% |
| BlackRock, Inc. | 520.6K | 12.8% |
| WASATCH ADVISORS LP | 502.2K | 12.4% |
| US BANCORP \DE\ | 469.0K | 11.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 391.6K | 9.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 228.5K | 5.6% |
| DIMENSIONAL FUND ADVISORS LP | 118.8K | 2.9% |
| STATE STREET CORP | 86.9K | 2.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 75.7K | 1.9% |
| NORTHERN TRUST CORP | 75.5K | 1.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 65.3K | 1.6% |
| VANGUARD FIDUCIARY TRUST CO | 63.9K | 1.6% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 54.4K | 1.3% |
| PMC FIG Opportunities LLC | 50.0K | 1.2% |
| MORGAN STANLEY | 40.7K | 1.0% |
| SMITH, MOORE & CO. | 38.0K | 0.9% |
| Militia Capital Management LLC | 35.6K | 0.9% |
| Tempus Wealth Planning, LLC | 28.0K | 0.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 27.9K | 0.7% |
| RENAISSANCE TECHNOLOGIES LLC | 25.8K | 0.6% |
| GOLDMAN SACHS GROUP INC | 25.6K | 0.6% |
| Arcus Capital Partners, LLC | 25.1K | 0.6% |
| SCOGGIN MANAGEMENT LP | 25.0K | 0.6% |
| EP Wealth Advisors, LLC | 23.8K | 0.6% |
| Empowered Funds, LLC | 23.5K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WASATCH ADVISORS LP | Reduced | 602.1K | 502.2K | -99.9K |
| BlackRock, Inc. | Increased | 456.2K | 520.6K | +64.4K |
| Militia Capital Management LLC | Reduced | 94.3K | 35.6K | -58.7K |
| PMC FIG Opportunities LLC | New | 0 | 50.0K | +50.0K |
| MORGAN STANLEY | Increased | 4.1K | 40.7K | +36.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 200.0K | 228.5K | +28.5K |
| SCOGGIN MANAGEMENT LP | New | 0 | 25.0K | +25.0K |
| STRS OHIO | New | 0 | 14.8K | +14.8K |
| ALLIANCEBERNSTEIN L.P. | Increased | 799.9K | 814.5K | +14.6K |
| GSA CAPITAL PARTNERS LLP | New | 0 | 13.7K | +13.7K |
| Arcus Capital Partners, LLC | Increased | 13.1K | 25.1K | +12.1K |
| Squarepoint Ops LLC | New | 0 | 12.0K | +12.0K |
| IFP Advisors, Inc | New | 0 | 12.0K | +12.0K |
| GOLDMAN SACHS GROUP INC | Reduced | 37.2K | 25.6K | -11.6K |
| AQR CAPITAL MANAGEMENT LLC | New | 0 | 11.5K | +11.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 54.6K | 65.3K | +10.7K |
| GLOBEFLEX CAPITAL L P | Reduced | 13.3K | 3.3K | -10.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | 83.9K | 75.7K | -8.2K |
| NORTHERN TRUST CORP | Increased | 67.9K | 75.5K | +7.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 113.5K | 118.8K | +5.3K |
| WELLS FARGO & COMPANY/MN | Increased | 3.4K | 8.5K | +5.1K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 59.1K | 63.9K | +4.8K |
| LPL Financial LLC | Reduced | 15.1K | 10.6K | -4.6K |
| CITIGROUP INC | Increased | 627 | 4.5K | +3.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 24.6K | 27.9K | +3.3K |
| Russell Investments Group, Ltd. | Increased | 765 | 3.7K | +2.9K |
| Nuveen, LLC | Increased | 11.8K | 14.2K | +2.4K |
| DEUTSCHE BANK AG\ | Reduced | 11.8K | 9.6K | -2.3K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 28.0K | 25.8K | -2.2K |
| Bank of New York Mellon Corp | Increased | 19.3K | 21.1K | +1.8K |
| BARCLAYS PLC | Reduced | 5.1K | 4.1K | -987 |
| FMR LLC | Increased | 12 | 986 | +974 |
| Tower Research Capital LLC (TRC) | Reduced | 2.5K | 1.6K | -969 |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 2.5K | 1.6K | -957 |
| STATE STREET CORP | Reduced | 87.8K | 86.9K | -944 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | 7.1K | 6.2K | -904 |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 390.9K | 391.6K | +723 |
| ROYAL BANK OF CANADA | Increased | 38 | 594 | +556 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Reduced | 504 | 131 | -373 |
| JPMORGAN CHASE & CO | Increased | 3.8K | 4.2K | +308 |
| JONES FINANCIAL COMPANIES LLLP | New | 0 | 279 | +279 |
| Arax Advisory Partners | New | 0 | 180 | +180 |
| UBS Group AG | Increased | 1.5K | 1.7K | +171 |
| Sterling Capital Management LLC | Reduced | 158 | 92 | -66 |
| Allworth Financial LP | Increased | 2 | 39 | +37 |
| Essential Partners LLC | Increased | 1 | 37 | +36 |
| RHUMBLINE ADVISERS | Increased | 6.5K | 6.5K | +31 |
| Covestor Ltd | Increased | 32 | 50 | +18 |
| EverSource Wealth Advisors, LLC | Increased | 2 | 16 | +14 |
| GAMMA Investing LLC | Reduced | 85 | 73 | -12 |
| True Wealth Design, LLC | New | 0 | 10 | +10 |
| ROTHSCHILD INVESTMENT LLC | New | 0 | 7 | +7 |
| EP Wealth Advisors, LLC | Increased | 23.8K | 23.8K | +7 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | 4.4K | 4.4K | -6 |
| Farther Finance Advisors, LLC | New | 0 | 2 | +2 |
| Wealth Enhancement Trust Services, Inc. | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.