Forward Air Ownership | Who Owns Forward Air?
Forward Air Ownership Summary
Forward Air is owned by 127.25% 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 4.38% of its assets in Forward Air shares.
FWRD Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Forward Air | 127.25% | 1.68% | -28.92% |
Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
Industry | Logistics Stocks | 73.08% | 6.33% | 20.58% |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2023 | 251 | -3.46% | 25,308,327 | -3.21% | 97 | 0.99% | 94 | -16.81% | 115 | 7.48% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 1.21M | 4.38% | 1.27K |
Vanguard Total Stock Mkt Idx Inv | 777.80K | 2.71% | 1.11K |
SRH Total Return Fund | 750.00K | 2.61% | - |
iShares Russell 2000 ETF | 641.41K | 2.32% | -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 | 394.75K | 1.43% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 295.47K | 1.07% | -193.75K |
Vanguard Small Cap Index | 295.69K | 1.03% | 600.00 |
Fidelity Small Cap Index | 256.01K | 0.92% | -6.00K |
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
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