Forward Air Ownership | Who Owns Forward Air?

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Forward Air Ownership Summary

Forward Air is owned by 117.87% institutional investors, 1.68% insiders. Blackrock is the largest institutional shareholder, holding 17.25% of FWRD shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.27% of its assets in Forward Air shares.

FWRD Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Forward Air	117.87%	1.68%	-19.55%
Sector	Industrials Stocks	62.82%	10.55%	26.63%
Industry	Logistics Stocks	71.91%	6.33%	21.75%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.53M	17.25%	$86.24M
Clearlake capital group	3.83M	14.57%	$72.83M
Vanguard group	2.49M	9.48%	$47.39M
Littlejohn	2.24M	8.53%	$42.64M
Ridgemont partners management	1.91M	7.28%	$36.38M
Private management group	1.34M	5.09%	$25.45M
State street	1.19M	4.53%	$22.65M
Irenic capital management lp	1.07M	4.07%	$20.34M
Ancora advisors	962.33K	3.66%	$18.32M
Mfn partners management, lp	903.78K	3.44%	$17.21M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ridgemont partners management	1.91M	27.40%	$36.38M
Littlejohn	2.24M	21.73%	$42.64M
Clearlake capital group	3.83M	6.49%	$72.83M
Irenic capital management lp	1.07M	2.49%	$20.34M
One fin capital management lp	335.81K	2.29%	$6.39M
Private management group	1.34M	0.98%	$25.45M
Paralel advisors	750.00K	0.68%	$14.28M
Mfn partners management, lp	903.78K	0.58%	$17.21M
Ancora advisors	962.33K	0.45%	$18.32M
Sugar maple asset management	14.70K	0.27%	$279.89K

Top Buyers

Holder	Shares	% Assets	Change
Clearlake capital group	3.83M	6.49%	2.75M
Littlejohn	2.24M	21.73%	2.24M
Ridgemont partners management	1.91M	27.40%	1.21M
Irenic capital management lp	1.07M	2.49%	1.07M
Ancora advisors	962.33K	0.45%	962.33K

Top Sellers

Holder	Shares	% Assets	Change
Pacer advisors	-	-	-2.13M
Vanguard group	2.49M	0.00%	-918.70K
Morgan stanley	842.15K	0.00%	-672.01K
Invesco	263.46K	0.00%	-555.23K
Millennium management	46.54K	0.00%	-484.99K

New Positions

Holder	Shares	% Assets	Change	Value
Littlejohn	2.24M	21.73%	2.24M	$42.64M
Irenic capital management lp	1.07M	2.49%	1.07M	$20.34M
Mfn partners management, lp	903.78K	0.58%	903.78K	$17.21M
One fin capital management lp	335.81K	2.29%	335.81K	$6.39M
Hawk ridge capital management lp	253.82K	0.21%	253.82K	$4.83M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Sjs investment consulting	-1.00
Dinuzzo private wealth	-1.00
Abound wealth management	-4.00
Nelson, van denburg & campbell wealth management group	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	234	11.43%	32,935,312	-1.44%	117	0.73%	93	-19.83%	84	40.00%
Jun 30, 2024	210	-16.00%	33,415,306	18.03%	127	1.09%	116	-17.14%	60	-9.09%
Mar 31, 2024	250	-10.07%	28,309,829	13.16%	107	1.16%	140	-5.41%	66	-25.00%
Dec 31, 2023	278	5.70%	25,018,023	-1.89%	96	0.98%	148	5.71%	88	-
Sep 30, 2023	263	4.78%	25,499,206	0.75%	99	1.04%	140	48.94%	88	-23.48%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.23M	4.27%	636.00
Vanguard Total Stock Mkt Idx Inv	777.80K	2.71%	1.11K
SRH Total Return Fund	750.00K	2.61%	-
iShares Russell 2000 ETF	690.24K	2.38%	-1.44K
Federated Hermes MDT Small Cap Core IS	456.50K	1.65%	402.13K
Federated Hermes MDT SCC Institutional	456.50K	1.65%	402.13K
Schwab Fundamental U.S. Small CompanyETF	397.43K	1.37%	-
Vanguard Small Cap Index	295.69K	1.03%	600.00
Vanguard Institutional Extnd Mkt Idx Tr	294.51K	1.03%	-954.00
Fidelity Small Cap Index	254.00K	0.88%	-2.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 05, 2021	BONEBRAKE VALERIE A	-	Sell	$24.41K
Aug 25, 2023	MITCHIN KYLE R	Chief People Officer	Buy	$75.01K
Aug 22, 2023	Ronning Nancee L	Chief Commercial Officer	Buy	$20.36K
Aug 25, 2023	RUBLE CHRIS C	Chief Operating Officer	Buy	$99.99K
Aug 18, 2023	POLIT JAVIER	-	Buy	$64.59K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-

FWRD Ownership FAQ

Who Owns Forward Air?

Forward Air shareholders are primarily institutional investors at 117.87%, followed by 1.68% insiders and -19.55% retail investors. The average institutional ownership in Forward Air's industry, Logistics Stocks, is 71.91%, which Forward Air exceeds.

Who owns the most shares of Forward Air?

Forward Air’s largest shareholders are Blackrock (4.53M shares, 17.25%), Clearlake capital group (3.82M shares, 14.57%), and Vanguard group (2.49M shares, 9.48%). Together, they hold 41.29% of Forward Air’s total shares outstanding.

Does Blackrock own Forward Air?

Yes, BlackRock owns 17.25% of Forward Air, totaling 4.53M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 86.24M$. In the last quarter, BlackRock decreased its holdings by -156K shares, a -3.32% change.

Who is Forward Air’s biggest shareholder by percentage of total assets invested?

Ridgemont partners management is Forward Air’s biggest shareholder by percentage of total assets invested, with 27.40% of its assets in 1.91M Forward Air shares, valued at 36.38M$.

Who is the top mutual fund holder of Forward Air shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Forward Air shares, with 4.27% of its total shares outstanding invested in 1.23M Forward Air shares.

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