Finward Bancorp Ownership | Who Owns Finward Bancorp?

Finward Bancorp Ownership Summary

Finward Bancorp is owned by 31.00% institutional investors, 13.36% insiders, and 55.64% retail investors. Pl capital advisors is the largest institutional shareholder, holding 8.34% of FNWD shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.66% of its assets in Finward Bancorp shares.

FNWD Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Finward Bancorp	31.00%	13.36%	55.64%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Pl capital advisors	354.82K	8.34%	$8.70M
Alliancebernstein	284.39K	6.68%	$6.97M
Fourthstone	179.00K	4.21%	$4.39M
Vanguard group	168.13K	3.95%	$4.12M
Endeavour capital advisors	99.54K	2.34%	$2.44M
Geode capital management	35.84K	0.84%	$878.97K
Raffles associates lp	27.32K	0.64%	$669.91K
Black maple capital management lp	26.88K	0.63%	$658.98K
Pnc financial services group	21.00K	0.49%	$514.92K
Blackrock	19.73K	0.46%	$483.80K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pl capital advisors	354.82K	3.62%	$8.70M
Fourthstone	179.00K	1.40%	$4.39M
Endeavour capital advisors	99.54K	0.85%	$2.44M
Raffles associates lp	27.32K	0.75%	$669.91K
Black maple capital management lp	26.88K	0.43%	$658.98K
Mesirow financial investment management	10.67K	0.01%	$261.56K
Horizon bancorp inc /in/	268.00	0.00%	$7.00K
Alliancebernstein	284.39K	0.00%	$6.97M
Global financial private client	179.00	0.00%	$4.39K
Private advisor group	8.38K	0.00%	$205.58K

Top Buyers

Holder	Shares	% Assets	Change
Alliancebernstein	284.39K	0.00%	42.04K
Dimensional fund advisors lp	13.40K	0.00%	13.40K
Private advisor group	8.38K	0.00%	8.38K
Vanguard group	168.13K	0.00%	8.38K
Geode capital management	35.84K	0.00%	2.27K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	179.00K	1.40%	-8.91K
Susquehanna group, llp	9.76K	-	-1.81K
Pnc financial services group	21.00K	0.00%	-1.00K
Global financial private client	179.00	0.00%	-860.00
Renaissance	11.80K	0.00%	-300.00

New Positions

Holder	Shares	% Assets	Change	Value
Dimensional fund advisors lp	13.40K	0.00%	13.40K	$328.62K
Private advisor group	8.38K	0.00%	8.38K	$205.58K

Sold Out

Holder	Change
Wells fargo & company/mn	-29.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	31	19.23%	1,341,830	2.97%	30	3.31%	14	16.67%	5	-28.57%
Jun 30, 2024	26	13.04%	1,303,184	5.37%	30	3.63%	12	20.00%	7	-
Mar 31, 2024	23	-	1,236,800	8.17%	29	4.11%	10	-23.08%	7	40.00%
Dec 31, 2023	23	9.52%	1,143,351	5.17%	26	4.07%	13	160.00%	5	-54.55%
Sep 30, 2023	21	-4.55%	1,087,108	0.70%	25	3.96%	5	-28.57%	11	83.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	114.71K	2.66%	-
Vanguard Institutional Extnd Mkt Idx Tr	47.86K	1.11%	-
Fidelity Extended Market Index	21.47K	0.50%	1.22K
iShares Micro-Cap ETF	9.45K	0.22%	-
BlackRock Extended Equity Market K	8.07K	0.19%	-3.00
Fidelity Total Market Index	6.59K	0.15%	1.09K
Fidelity Series Total Market Index	4.99K	0.12%	238.00
Dimensional US Core Equity 2 ETF	4.14K	0.10%	-
NT Ext Equity Mkt Idx Fd - L	3.84K	0.09%	-
Northern Trust Extended Eq Market Idx	3.84K	0.09%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 13, 2024	Schmitt Benjamin Louis	Chief Financial Officer	Buy	$15.56K
Dec 05, 2024	Bochnowski Benjamin J	President, CEO	Buy	$7.23K
Oct 31, 2024	Lowry Robert T	Executive Vice President	Buy	$1.78K
Oct 31, 2024	Schmitt Benjamin Louis	Chief Financial Officer	Buy	$298.12
Oct 31, 2024	Scheub Todd M.	Executive Vice President	Buy	$1.37K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	6	-
2024 Q3	1	3
2024 Q2	-	-
2024 Q1	3	-
2023 Q4	4	-

FNWD Ownership FAQ

Who Owns Finward Bancorp?

Finward Bancorp shareholders are primarily institutional investors at 31.00%, followed by 13.36% insiders and 55.64% retail investors. The average institutional ownership in Finward Bancorp's industry, Regional Banks Stocks, is 51.67%, which Finward Bancorp falls below.

Who owns the most shares of Finward Bancorp?

Finward Bancorp’s largest shareholders are Pl capital advisors (354.82K shares, 8.34%), Alliancebernstein (284.39K shares, 6.68%), and Fourthstone (179K shares, 4.21%). Together, they hold 19.22% of Finward Bancorp’s total shares outstanding.

Does Blackrock own Finward Bancorp?

Yes, BlackRock owns 0.46% of Finward Bancorp, totaling 19.73K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 483.8K$. In the last quarter, BlackRock increased its holdings by 1.21K shares, a 6.56% change.

Who is Finward Bancorp’s biggest shareholder by percentage of total assets invested?

Pl capital advisors is Finward Bancorp’s biggest shareholder by percentage of total assets invested, with 3.62% of its assets in 354.82K Finward Bancorp shares, valued at 8.7M$.

Who is the top mutual fund holder of Finward Bancorp shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Finward Bancorp shares, with 2.66% of its total shares outstanding invested in 114.71K Finward Bancorp shares.

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