Forza X1 Ownership 2024 | Who Owns Forza X1 Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

0.99%

Insider Ownership

45.13%

Retail Ownership

53.88%

Institutional Holders

7.00

Forza X1 Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GEODE CAPITAL MANAGEMENT, LLC	0.27%	-	42,045	-	-	17,574	Jun 30, 2024
VANGUARD GROUP INC	0.21%	-	33,785	-	-	12,936	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.21%	-	33,300	-	-	13,000	Jun 30, 2024
HRT FINANCIAL LP	0.16%	0.00%	24,632	24,632	100.00%	10,000	Jun 30, 2024
UBS GROUP AG	0.09%	-	14,927	7,623	104.37%	5,717	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	-	7,560	79	1.06%	2,895	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	58	58	100.00%	22	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-56	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-84,400	-100.00%	-	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-14,714	-100.00%	-	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	-	-	-	-209,775	-100.00%	-	Jun 30, 2024

Forza X1's largest institutional shareholder is GEODE CAPITAL MANAGEMENT, LLC, holding 0.27% of the company's total share outstanding, currently valued at $17.57K. The top 10 institutional shareholders own together 0.99% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HRT FINANCIAL LP	0.16%	0.00%	24,632	24,632	100.00%	10,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	-	7,560	79	1.06%	2,895	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.21%	-	33,300	-	-	13,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.27%	-	42,045	-	-	17,574	Jun 30, 2024
UBS GROUP AG	0.09%	-	14,927	7,623	104.37%	5,717	Jun 30, 2024
VANGUARD GROUP INC	0.21%	-	33,785	-	-	12,936	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	58	58	100.00%	22	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-56	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-84,400	-100.00%	-	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-14,714	-100.00%	-	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	-	-	-	-209,775	-100.00%	-	Jun 30, 2024

The largest Forza X1 shareholder by % of total assets is HRT FINANCIAL LP. The company owns 24.63K shares of Forza X1 (FRZA), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HRT FINANCIAL LP	0.16%	0.00%	24,632	24,632	100.00%	10,000	Jun 30, 2024
UBS GROUP AG	0.09%	-	14,927	7,623	104.37%	5,717	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	-	7,560	79	1.06%	2,895	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	58	58	100.00%	22	Jun 30, 2024
VANGUARD GROUP INC	0.21%	-	33,785	-	-	12,936	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.27%	-	42,045	-	-	17,574	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.21%	-	33,300	-	-	13,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-56	-100.00%	-	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-14,714	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-84,400	-100.00%	-	Jun 30, 2024
AWM INVESTMENT COMPANY, INC.	-	-	-	-209,775	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Forza X1's largest institutional buyer is HRT FINANCIAL LP. The company purchased 24.63K stocks of FRZA, valued at $10.00K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	-	-	-	-209,775	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-84,400	-100.00%	-	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-14,714	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-56	-100.00%	-	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.21%	-	33,300	-	-	13,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.27%	-	42,045	-	-	17,574	Jun 30, 2024
VANGUARD GROUP INC	0.21%	-	33,785	-	-	12,936	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	58	58	100.00%	22	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	-	7,560	79	1.06%	2,895	Jun 30, 2024
UBS GROUP AG	0.09%	-	14,927	7,623	104.37%	5,717	Jun 30, 2024
HRT FINANCIAL LP	0.16%	0.00%	24,632	24,632	100.00%	10,000	Jun 30, 2024

As of Jun 30 2024, Forza X1's biggest institutional seller is AWM INVESTMENT COMPANY, INC.. The company sold -0.21M shares of FRZA, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HRT FINANCIAL LP	0.16%	0.00%	24,632	24,632	100.00%	10,000	Jun 30, 2024

Forza X1's largest new institutional shareholder by number of shares is HRT FINANCIAL LP, purchased 24.63K shares, valued at $10.00K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AWM INVESTMENT COMPANY, INC.	-	-	-	-209,775	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-84,400	-100.00%	-	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-14,714	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-56	-100.00%	-	Jun 30, 2024

Forza X1's largest sold out institutional shareholder by shares sold is AWM INVESTMENT COMPANY, INC., sold -0.21M shares, valued at -, as of undefined.

Forza X1 Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
FIDELITY CONCORD STREET TRUST	0.00%	41,860	-185	-0.44%	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	33,785	-33,785	-50.00%	Mar 31, 2024
Tidal Trust II	0.00%	525	70	15.38%	Jan 31, 2024
Blackstone Alternative Investment Funds	0.00%	100	-	-	Mar 31, 2023

Forza X1's largest mutual fund holder by % of total assets is "FIDELITY CONCORD STREET TRUST", owning 41.86K shares, compromising 0.00% of its total assets.

Forza X1 Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	7	-22.22%
31 Mar, 24	9	-18.18%
31 Dec, 23	11	37.50%
30 Sep, 23	8	14.29%
30 Jun, 23	7	40.00%
31 Mar, 23	5	-28.57%
31 Dec, 22	7	75.00%
30 Sep, 22	4	-

As of 30 Jun 24, 7 institutions are holding Forza X1's shares, representing a decrease of -22.22% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	156,307	-63.89%
31 Mar, 24	432,860	4.25%
31 Dec, 23	415,230	-19.89%
30 Sep, 23	518,332	-44.77%
30 Jun, 23	938,546	2612.40%
31 Mar, 23	34,602	-43.88%
31 Dec, 22	61,659	-40.84%
30 Sep, 22	104,217	-

Forza X1 (FRZA) has 156.31K shares outstanding as of 30 Jun 24, down -63.89% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	0.99%	9.46%
31 Mar, 24	3.24%	46.80%
31 Dec, 23	2.63%	12.83%
30 Sep, 23	4.53%	5.61%
30 Jun, 23	8.98%	8192.09%
31 Mar, 23	0.33%	60.47%
31 Dec, 22	0.74%	53.21%
30 Sep, 22	1.18%	-

As of 30 Jun 24, Forza X1 is held by 0.99% institutional shareholders, representing a 9.46% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	4	-33.33%
31 Mar, 24	6	-33.33%
31 Dec, 23	9	80.00%
30 Sep, 23	5	-16.67%
30 Jun, 23	6	200.00%
31 Mar, 23	2	-60.00%
31 Dec, 22	5	25.00%
30 Sep, 22	4	-

4 institutional shareholders have increased their position in FRZA stock as of 30 Jun 24 compared to 6 in the previous quarter (a -33.33% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	-	-100.00%
31 Mar, 24	1	-
31 Dec, 23	1	-50.00%
30 Sep, 23	2	100.00%
30 Jun, 23	1	-50.00%
31 Mar, 23	2	-
31 Dec, 22	2	-
30 Sep, 22	-	-

- institutional shareholders have reduced their position in FRZA stock as of 30 Jun 24 compared to 1 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	7	-22.22%	156,307	-63.89%	0.99%	9.46%	4	-33.33%	-	-100.00%
31 Mar, 24	9	-18.18%	432,860	4.25%	3.24%	46.80%	6	-33.33%	1	-
31 Dec, 23	11	37.50%	415,230	-19.89%	2.63%	12.83%	9	80.00%	1	-50.00%
30 Sep, 23	8	14.29%	518,332	-44.77%	4.53%	5.61%	5	-16.67%	2	100.00%
30 Jun, 23	7	40.00%	938,546	2612.40%	8.98%	8192.09%	6	200.00%	1	-50.00%
31 Mar, 23	5	-28.57%	34,602	-43.88%	0.33%	60.47%	2	-60.00%	2	-
31 Dec, 22	7	75.00%	61,659	-40.84%	0.74%	53.21%	5	25.00%	2	-
30 Sep, 22	4	-	104,217	-	1.18%	-	4	-	-	-

Forza X1 Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Dec 22, 2022	Schuyler Kevin	director	-	P-Purchase	Buy	5,000	$1.14	$5.71K	9,332
Dec 21, 2022	Schuyler Kevin	director	-	P-Purchase	Buy	4,332	$1.20	$5.20K	4,332
Dec 15, 2022	Kull Marcia	director	-	P-Purchase	Buy	4,605	$1.42	$6.52K	4,605
Dec 13, 2022	Leffew James Howard	officer	President and CEO	P-Purchase	Buy	3,000	$1.42	$4.26K	3,200
Dec 13, 2022	Leffew James Howard	officer	President and CEO	P-Purchase	Buy	200	$1.47	$294.00	200

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Dec 22, 2022	Schuyler Kevin	director	-	P-Purchase	Buy	5,000	$1.14	$5.71K	9,332
Dec 21, 2022	Schuyler Kevin	director	-	P-Purchase	Buy	4,332	$1.20	$5.20K	4,332
Dec 15, 2022	Kull Marcia	director	-	P-Purchase	Buy	4,605	$1.42	$6.52K	4,605
Dec 13, 2022	Leffew James Howard	officer	President and CEO	P-Purchase	Buy	3,000	$1.42	$4.26K	3,200
Dec 13, 2022	Leffew James Howard	officer	President and CEO	P-Purchase	Buy	200	$1.47	$294.00	200

Insider Sells

Date	Name	Relation	Role	Buy/Sell	Shares	Price	Value	Shares Held
Mar 13, 2024	Norton Daniel	officer	PRESIDENT	Sell	100,000	$1.33	$133.00K	-
Mar 13, 2024	Norton Daniel	officer	PRESIDENT	Sell	50,000	$0.70	$35.00K	-
Aug 18, 2023	Gunnerson Carrie L.	officer	ICFO/IPAO	Sell	-	-	-	2,200
Feb 08, 2023	Gunnerson Carrie L.	officer	Interim CFO/Interim PAO	Sell	100,000	$1.33	$133.00K	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 11, 2024	Dickerson Michael Patrick	officer	-		Buy	-	-	-	-
Mar 13, 2024	Norton Daniel	officer	PRESIDENT		Sell	100,000	$1.33	$133.00K	-
Mar 13, 2024	Norton Daniel	officer	PRESIDENT		Sell	50,000	$0.70	$35.00K	-
Oct 06, 2023	Leffew James Howard	director, officer	President & CEO	A-Award	Buy	144,000	$0.70	$100.27K	144,000
Oct 06, 2023	VISCONTI JOSEPH C	officer	Executive Chairman and CPO	A-Award	Buy	144,000	$0.70	$100.27K	144,000
Oct 06, 2023	Gunnerson Carrie L.	officer	Chief Financial Officer	A-Award	Buy	25,000	$0.70	$17.41K	25,000
Aug 18, 2023	VISCONTI JOSEPH C	director, 10 percent owner, officer	Executive Chairman & CPO	A-Award	Buy	49,730	$1.00	$49.73K	70,000
Aug 18, 2023	VISCONTI JOSEPH C	director, 10 percent owner, officer	Executive Chairman & CPO	A-Award	Buy	270	$1.00	$270.00	20,270
Aug 18, 2023	Gunnerson Carrie L.	officer	Chief Financial Officer	A-Award	Buy	10,679	$1.02	$10.89K	22,200
Aug 18, 2023	Gunnerson Carrie L.	officer	Chief Financial Officer	A-Award	Buy	9,321	$1.02	$9.51K	11,521
Aug 18, 2023	Gunnerson Carrie L.	officer	ICFO/IPAO		Sell	-	-	-	2,200
Feb 08, 2023	Gunnerson Carrie L.	officer	Interim CFO/Interim PAO		Sell	100,000	$1.33	$133.00K	-
Dec 22, 2022	Schuyler Kevin	director	-	P-Purchase	Buy	5,000	$1.14	$5.71K	9,332
Dec 21, 2022	Schuyler Kevin	director	-	P-Purchase	Buy	4,332	$1.20	$5.20K	4,332
Dec 19, 2022	VISCONTI JOSEPH C	officer	Executive Chairman	A-Award	Buy	100,000	-	-	100,000
Dec 16, 2022	Leffew James Howard	officer	President & CEO	A-Award	Buy	100,000	-	-	100,000
Dec 16, 2022	Camacho Nicole Marie	officer	Chief Financial Officer	A-Award	Buy	10,000	-	-	10,000
Dec 15, 2022	Kull Marcia	director	-	P-Purchase	Buy	4,605	$1.42	$6.52K	4,605
Dec 13, 2022	Leffew James Howard	officer	President and CEO	P-Purchase	Buy	3,000	$1.42	$4.26K	3,200
Dec 13, 2022	Leffew James Howard	officer	President and CEO	P-Purchase	Buy	200	$1.47	$294.00	200

The last insider sell of Forza X1's stock was made by Norton Daniel on Mar 13 2024, selling 100,000 shares at $1.33 per share (valued at $133.00K). The last insider buy of FRZA was made by Schuyler Kevin on Dec 22 2022, buying 5,000 shares at $1.14 per share (worth $5.71K).

Forza X1 Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q4 2023	3	1	300.00%
Q3 2023	4	-	-
Q1 2023	-	3	-
Q4 2022	10	-	-
Q3 2022	6	-	-

0 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Forza X1's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q4 2023	-	-	-
Q3 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	5	-	-
Q3 2022	-	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Forza X1's stocks.

Forza X1 Peer Ownership

Ticker	Company
BC	Brunswick Corporation
VMAR	Vision Marine Technologies Inc.
REE	REE Automotive Ltd.
EZGO	EZGO Technologies Ltd.
VEEE	Twin Vee Powercats Co.
MCOM	Micromobility.com Inc.
LCII	LCI Industries
MCFT	MasterCraft Boat Holdings, Inc.
MPX	Marine Products Corporation
FUV	Arcimoto, Inc.

FRZA Ownership FAQ

Who Owns Forza X1?

Forza X1 is owned by institutional shareholders (0.99%), insiders (45.12%), and public (53.88%). The largest institutional shareholder of Forza X1 is GEODE CAPITAL MANAGEMENT, LLC (0.27% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).

Who are the major institutional shareholders of Forza X1?

Forza X1's major institutional shareholders are GEODE CAPITAL MANAGEMENT, LLC, VANGUARD GROUP INC, COMMONWEALTH EQUITY SERVICES, LLC, HRT FINANCIAL LP, and UBS GROUP AG. The top five shareholders own together 0.94% of the company's share outstanding.

How many Forza X1 shareholders are there?

As of Jun 2024, there are 7 institutional shareholders of Forza X1.

What percentage of Forza X1 is owned by GEODE CAPITAL MANAGEMENT, LLC?

GEODE CAPITAL MANAGEMENT, LLC owns 42.04K shares of Forza X1, representing 0.27% of the company's total shares outstanding, valued at $17.57K (as of Jun 2024).

What percentage of Forza X1 is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 33.78K shares of Forza X1 (FRZA), compromising 0.21% of the company, valued at $12.94K.

What percentage of Forza X1 is owned by COMMONWEALTH EQUITY SERVICES, LLC?

COMMONWEALTH EQUITY SERVICES, LLC is the third largest holder of Forza X1. The company owns 33.3K of the company's shares outstanding (worth $13K).