Forward Air Ownership 2024 | Who Owns Forward Air Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

28.26%

Insider Ownership

1.71%

Retail Ownership

70.02%

Institutional Holders

79.00

Forward Air Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.17.25%0.00%4,529,445-155,533-3.32%86,240,632Jun 30, 2024
CLEARLAKE CAPITAL GROUP, L.P.14.57%6.49%3,825,0002,747,994255.15%72,828,000Jun 30, 2024
VANGUARD GROUP INC9.48%0.00%2,489,101-918,696-26.96%47,392,483Jun 30, 2024
LITTLEJOHN & CO LLC8.53%21.73%2,239,7092,239,709100.00%42,644,059Jun 30, 2024
RIDGEMONT PARTNERS MANAGEMENT, LLC7.28%27.40%1,910,6151,210,006172.71%36,378,110Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC5.09%0.98%1,336,687339,98234.11%25,450,520Jun 30, 2024
STATE STREET CORP4.53%0.00%1,189,406-64,220-5.12%22,646,290,000Jun 30, 2024
IRENIC CAPITAL MANAGEMENT LP4.07%2.49%1,068,2391,068,239100.00%20,339,271Jun 30, 2024
ANCORA ADVISORS, LLC3.66%0.45%962,330962,330100.00%18,322,763Jun 30, 2024
MFN PARTNERS MANAGEMENT, LP3.44%0.58%903,777903,777100.00%17,207,914Jun 30, 2024
MORGAN STANLEY3.21%0.00%842,147-672,012-44.38%16,034,509Jun 30, 2024
PARALEL ADVISORS LLC2.86%0.68%750,000240,00047.06%14,280,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.74%0.00%718,40736,1135.29%13,680,795Jun 30, 2024
BANK OF AMERICA CORP /DE/2.65%0.00%694,880534,543333.39%13,230,515Jun 30, 2024
FEDERATED HERMES, INC.2.59%0.03%680,929597,120712.48%12,964,888,000Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.46%0.00%647,214203,78145.96%12,322,955Jun 30, 2024
GOLDMAN SACHS GROUP INC2.03%0.00%533,689333,205166.20%10,161,439Jun 30, 2024
TWO SIGMA INVESTMENTS, LP1.72%0.02%450,661408,678973.44%8,580,585Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.1.42%0.02%372,500355,7002117.26%7,092,400Jun 30, 2024
HRT FINANCIAL LP1.32%0.04%345,383345,383100.00%6,576,000Jun 30, 2024

Forward Air's largest institutional shareholder is BLACKROCK INC., holding 17.25% of the company's total share outstanding, currently valued at $86.24M. The top 10 institutional shareholders own together 77.89% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RIDGEMONT PARTNERS MANAGEMENT, LLC7.28%27.40%1,910,6151,210,006172.71%36,378,110Jun 30, 2024
LITTLEJOHN & CO LLC8.53%21.73%2,239,7092,239,709100.00%42,644,059Jun 30, 2024
CLEARLAKE CAPITAL GROUP, L.P.14.57%6.49%3,825,0002,747,994255.15%72,828,000Jun 30, 2024
IRENIC CAPITAL MANAGEMENT LP4.07%2.49%1,068,2391,068,239100.00%20,339,271Jun 30, 2024
ONE FIN CAPITAL MANAGEMENT LP1.28%2.29%335,813335,813100.00%6,393,880Jun 30, 2024
HAUSER BROTHERS GMBH0.54%2.20%140,50038,48637.73%2,675,120Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC5.09%0.98%1,336,687339,98234.11%25,450,520Jun 30, 2024
PARALEL ADVISORS LLC2.86%0.68%750,000240,00047.06%14,280,000Jun 30, 2024
MFN PARTNERS MANAGEMENT, LP3.44%0.58%903,777903,777100.00%17,207,914Jun 30, 2024
ANCORA ADVISORS, LLC3.66%0.45%962,330962,330100.00%18,322,763Jun 30, 2024
SUGAR MAPLE ASSET MANAGEMENT, LLC0.06%0.27%14,70014,700100.00%279,888Jun 30, 2024
HAWK RIDGE CAPITAL MANAGEMENT LP0.97%0.21%253,824253,824100.00%4,832,809Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.14%0.11%36,7595,22716.58%699,891Jun 30, 2024
ISTHMUS PARTNERS, LLC0.23%0.11%61,6225,2719.35%1,173,283Jun 30, 2024
LUXOR CAPITAL GROUP, LP0.28%0.10%73,22473,224100.00%1,394,185Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP0.10%0.09%25,5171,2935.34%485,844Jun 30, 2024
STEPHENS INC /AR/0.79%0.06%208,565208,565100.00%3,971,078Jun 30, 2024
JUMP FINANCIAL, LLC0.44%0.04%116,01598,515562.94%2,208,925Jun 30, 2024
MURCHINSON LTD.0.06%0.04%15,00015,000100.00%285,600Jun 30, 2024
INSPIRE INVESTING, LLC0.07%0.04%18,4466,77658.06%351,218Jun 30, 2024

The largest Forward Air shareholder by % of total assets is RIDGEMONT PARTNERS MANAGEMENT, LLC. The company owns 1.91M shares of Forward Air (FWRD), representing 27.40% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CLEARLAKE CAPITAL GROUP, L.P.14.57%6.49%3,825,0002,747,994255.15%72,828,000Jun 30, 2024
LITTLEJOHN & CO LLC8.53%21.73%2,239,7092,239,709100.00%42,644,059Jun 30, 2024
RIDGEMONT PARTNERS MANAGEMENT, LLC7.28%27.40%1,910,6151,210,006172.71%36,378,110Jun 30, 2024
IRENIC CAPITAL MANAGEMENT LP4.07%2.49%1,068,2391,068,239100.00%20,339,271Jun 30, 2024
ANCORA ADVISORS, LLC3.66%0.45%962,330962,330100.00%18,322,763Jun 30, 2024
MFN PARTNERS MANAGEMENT, LP3.44%0.58%903,777903,777100.00%17,207,914Jun 30, 2024
FEDERATED HERMES, INC.2.59%0.03%680,929597,120712.48%12,964,888,000Jun 30, 2024
BANK OF AMERICA CORP /DE/2.65%0.00%694,880534,543333.39%13,230,515Jun 30, 2024
TWO SIGMA INVESTMENTS, LP1.72%0.02%450,661408,678973.44%8,580,585Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.1.42%0.02%372,500355,7002117.26%7,092,400Jun 30, 2024
HRT FINANCIAL LP1.32%0.04%345,383345,383100.00%6,576,000Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC5.09%0.98%1,336,687339,98234.11%25,450,520Jun 30, 2024
ONE FIN CAPITAL MANAGEMENT LP1.28%2.29%335,813335,813100.00%6,393,880Jun 30, 2024
GOLDMAN SACHS GROUP INC2.03%0.00%533,689333,205166.20%10,161,439Jun 30, 2024
HAWK RIDGE CAPITAL MANAGEMENT LP0.97%0.21%253,824253,824100.00%4,832,809Jun 30, 2024
PARALEL ADVISORS LLC2.86%0.68%750,000240,00047.06%14,280,000Jun 30, 2024
STEPHENS INC /AR/0.79%0.06%208,565208,565100.00%3,971,078Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.46%0.00%647,214203,78145.96%12,322,955Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB0.97%0.01%254,908145,620133.24%4,970,706Jun 30, 2024
SQUAREPOINT OPS LLC0.63%0.01%165,488124,704305.77%3,150,892Jun 30, 2024

As of Jun 30 2024, Forward Air's largest institutional buyer is CLEARLAKE CAPITAL GROUP, L.P.. The company purchased 2.75M stocks of FWRD, valued at $72.83M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PACER ADVISORS, INC.----2,129,200-100.00%-Jun 30, 2024
VANGUARD GROUP INC9.48%0.00%2,489,101-918,696-26.96%47,392,483Jun 30, 2024
MORGAN STANLEY3.21%0.00%842,147-672,012-44.38%16,034,509Jun 30, 2024
INVESCO LTD.1.00%0.00%263,456-555,233-67.82%5,016,201Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.18%0.00%46,539-484,986-91.24%886,103Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.87%0.00%228,578-457,682-66.69%4,352,124Jun 30, 2024
DEUTSCHE BANK AG\0.93%0.00%244,393-447,552-64.68%4,653,243Jun 30, 2024
MAN GROUP PLC----395,397-100.00%-Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC----324,008-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----248,144-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----229,939-100.00%-Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.11%0.00%29,177-225,321-88.54%555,530Jun 30, 2024
MARSHALL WACE, LLP0.06%0.00%15,589-221,985-93.44%296,816Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----189,500-100.00%-Jun 30, 2024
BLACKROCK INC.17.25%0.00%4,529,445-155,533-3.32%86,240,632Jun 30, 2024
BARCLAYS PLC----108,400-100.00%-Jun 30, 2024
UBS GROUP AG0.07%0.00%17,259-106,106-86.01%328,611Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----95,274-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC0.01%0.00%2,600-94,700-97.33%49,504Jun 30, 2024
JPMORGAN CHASE & CO0.16%0.00%41,456-93,945-69.38%789,322Jun 30, 2024

As of Jun 30 2024, Forward Air's biggest institutional seller is PACER ADVISORS, INC.. The company sold -2.13M shares of FWRD, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LITTLEJOHN & CO LLC8.53%21.73%2,239,7092,239,709100.00%42,644,059Jun 30, 2024
IRENIC CAPITAL MANAGEMENT LP4.07%2.49%1,068,2391,068,239100.00%20,339,271Jun 30, 2024
MFN PARTNERS MANAGEMENT, LP3.44%0.58%903,777903,777100.00%17,207,914Jun 30, 2024
ONE FIN CAPITAL MANAGEMENT LP1.28%2.29%335,813335,813100.00%6,393,880Jun 30, 2024
HAWK RIDGE CAPITAL MANAGEMENT LP0.97%0.21%253,824253,824100.00%4,832,809Jun 30, 2024
STEPHENS INC /AR/0.79%0.06%208,565208,565100.00%3,971,078Jun 30, 2024
SABA CAPITAL MANAGEMENT, L.P.0.30%0.02%78,65778,657100.00%1,497,629Jun 30, 2024
FIRST TRUST ADVISORS LP0.28%0.00%73,62873,628100.00%1,401,877Jun 30, 2024
LUXOR CAPITAL GROUP, LP0.28%0.10%73,22473,224100.00%1,394,185Jun 30, 2024
EISLER CAPITAL (US) LLC0.27%0.02%69,74769,747100.00%1,327,983Jun 30, 2024
CENTIVA CAPITAL, LP0.19%0.02%50,00050,000100.00%952,000Jun 30, 2024
WEISS ASSET MANAGEMENT LP0.17%0.03%45,54245,542100.00%867,120Jun 30, 2024
XTX TOPCO LTD0.06%0.03%16,02916,029100.00%305,192Jun 30, 2024
MURCHINSON LTD.0.06%0.04%15,00015,000100.00%285,600Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.00%14,79914,799100.00%281,773Jun 30, 2024
SUGAR MAPLE ASSET MANAGEMENT, LLC0.06%0.27%14,70014,700100.00%279,888Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%13,01613,016100.00%247,825Jun 30, 2024
NAVITER WEALTH, LLC0.05%0.04%12,90012,900100.00%245,616Jun 30, 2024
SG AMERICAS SECURITIES, LLC0.04%0.00%11,54111,541100.00%220,000Jun 30, 2024
BEACON POINTE ADVISORS, LLC0.04%0.00%10,75010,750100.00%204,680Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.04%0.04%9,5219,521100.00%181,280Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.01%0.00%2,0002,000100.00%38,080Jun 30, 2024
POINT72 (DIFC) LTD0.01%0.00%1,3861,386100.00%26,389Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.00%1,2141,214100.00%23,115Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.0.00%0.00%380380100.00%7,235Jun 30, 2024
CLEAR STREET MARKETS LLC0.00%0.00%352352100.00%7,000Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%305305100.00%6,063Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC0.00%-108108100.00%2,056Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%103103100.00%1,961Jun 30, 2024
CENTIVA CAPITAL, LP0.00%-100100100.00%1,904Jun 30, 2024

Forward Air's largest new institutional shareholder by number of shares is LITTLEJOHN & CO LLC, purchased 2.24M shares, valued at $42.64M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PACER ADVISORS, INC.----2,129,200-100.00%-Jun 30, 2024
MAN GROUP PLC----395,397-100.00%-Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC----324,008-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----248,144-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----229,939-100.00%-Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----189,500-100.00%-Jun 30, 2024
BARCLAYS PLC----108,400-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----95,274-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----93,400-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----73,193-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----73,015-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----72,404-100.00%-Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC----71,539-100.00%-Jun 30, 2024
SEVEN EIGHT CAPITAL, LP----70,470-100.00%-Jun 30, 2024
SONA ASSET MANAGEMENT (US) LLC----70,000-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----47,062-100.00%-Jun 30, 2024
CLARK ESTATES INC/NY----44,000-100.00%-Jun 30, 2024
PROFIT INVESTMENT MANAGEMENT, LLC----42,341-100.00%-Jun 30, 2024
CARDINAL CAPITAL MANAGEMENT----42,164-100.00%-Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC----41,150-100.00%-Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----37,268-100.00%-Jun 30, 2024
FORA CAPITAL, LLC----34,306-100.00%-Jun 30, 2024
KEEBECK WEALTH MANAGEMENT, LLC----34,060-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----33,413-100.00%-Jun 30, 2024
TROLUCE CAPITAL ADVISORS LLC----29,200-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----27,170-100.00%-Jun 30, 2024
QSV EQUITY INVESTORS LLC----25,076-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----22,902-100.00%-Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----20,000-100.00%-Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC----19,108-100.00%-Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP----19,000-100.00%-Jun 30, 2024
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.----17,199-100.00%-Jun 30, 2024
VERSOR INVESTMENTS LP----15,996-100.00%-Jun 30, 2024
WEXFORD CAPITAL LP----15,000-100.00%-Jun 30, 2024
AMERICAN CAPITAL MANAGEMENT INC----14,737-100.00%-Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP----14,487-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----14,121-100.00%-Jun 30, 2024
NORTHWEST INVESTMENT COUNSELORS, LLC----13,963-100.00%-Jun 30, 2024
NUMERAI GP LLC----12,947-100.00%-Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC----12,699-100.00%-Jun 30, 2024
EXCHANGE TRADED CONCEPTS, LLC----12,420-100.00%-Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP----11,781-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----11,700-100.00%-Jun 30, 2024
AXQ CAPITAL, LP----10,686-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----10,586-100.00%-Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----10,468-100.00%-Jun 30, 2024
VIDENT ADVISORY, LLC----10,066-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----10,053-100.00%-Jun 30, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.----9,894-100.00%-Jun 30, 2024
WALLEYE TRADING LLC----9,600-100.00%-Jun 30, 2024
DAIWA SECURITIES GROUP INC.----8,790-100.00%-Jun 30, 2024
MAVERICK CAPITAL LTD----8,689-100.00%-Jun 30, 2024
HSBC HOLDINGS PLC----7,737-100.00%-Jun 30, 2024
CAXTON ASSOCIATES LP----7,602-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----7,577-100.00%-Jun 30, 2024
ARIZONA STATE RETIREMENT SYSTEM----7,053-100.00%-Jun 30, 2024
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS----6,651-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----3,220-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----1,634-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,363-100.00%-Jun 30, 2024
KBC GROUP NV----696-100.00%-Jun 30, 2024
STATE OF WYOMING----644-100.00%-Jun 30, 2024
IFP ADVISORS, INC----595-100.00%-Jun 30, 2024
RIVERVIEW TRUST CO----589-100.00%-Jun 30, 2024
HUNTINGTON NATIONAL BANK----375-100.00%-Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC----173-100.00%-Jun 30, 2024
PRIVATE TRUST CO NA----138-100.00%-Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC----73-100.00%-Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC----22-100.00%-Jun 30, 2024
PRESTIGE WEALTH MANAGEMENT GROUP LLC----6-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----5-100.00%-Jun 30, 2024
----4-100.00%-Jun 30, 2024
TFO-TDC, LLC----1-100.00%-Jun 30, 2024
SJS INVESTMENT CONSULTING INC.----1-100.00%-Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.----1-100.00%-Jun 30, 2024

Forward Air's largest sold out institutional shareholder by shares sold is PACER ADVISORS, INC., sold -2.13M shares, valued at -, as of undefined.

Forward Air Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Lord Abbett Credit Opportunities Fund1.83%39,700,000--Mar 31, 2024
PIMCO Access Income Fund0.50%5,250,0005,250,000-Mar 31, 2024
BUFFALO FUNDS0.30%2,000,0001,750,000700.00%Mar 31, 2024
COPLEY FUND INC /NV/0.29%4,0002,000100.00%Nov 30, 2022
PIMCO Flexible Credit Income Fund0.27%19,180,00019,180,000-Mar 31, 2024
PIMCO Dynamic Income Fund0.26%41,125,00037,425,0001011.49%Mar 31, 2024
PIMCO HIGH INCOME FUND0.25%5,000,0003,000,000150.00%Mar 31, 2024
PIMCO Energy & Tactical Credit Opportunities Fund0.25%1,800,0001,800,000-Mar 31, 2024
PGIM High Yield Bond Fund, Inc.0.24%1,500,000--Jan 31, 2024
RBB Fund Trust0.23%220,000130,000144.44%Feb 29, 2024
PGIM Global High Yield Fund, Inc.0.22%1,700,000--Jan 31, 2024
Thrivent ETF Trust0.20%9,660--Mar 31, 2024
NUVEEN INVESTMENT TRUST III0.20%4,350,0002,350,000117.50%Feb 29, 2024
PIMCO Dynamic Income Opportunities Fund0.19%11,300,00011,300,000-Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 150.19%50,575,000--Feb 29, 2024
PIMCO INCOME STRATEGY FUND0.15%1,600,0001,600,000-Mar 31, 2024
Nuveen Global High Income Fund0.13%580,000--Mar 31, 2024
PCM FUND, INC.0.12%400,000300,000300.00%Mar 31, 2024
MERIDIAN FUND INC0.11%262,076--Mar 28, 2024
PIMCO CORPORATE & INCOME STRATEGY FUND0.11%1,700,000--Mar 31, 2024
PIMCO CORPORATE & INCOME OPPORTUNITY FUND0.11%4,700,000--Mar 31, 2024
ROYCE VALUE TRUST, INC.0.10%84,68412,76917.76%Mar 31, 2024
BlackRock Series Fund II, Inc.0.10%22,000-2,000-8.33%Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 90.08%1,650,0001,000,000153.85%Jan 31, 2024
MAINSTAY FUNDS0.08%18,500,000--Jan 31, 2024
Fidelity Central Investment Portfolios LLC0.07%3,725,000--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND0.07%1,535,000--Mar 31, 2024
FS Credit Income Fund0.06%468,000468,000-Jan 31, 2024
BlackRock Multi-Sector Income Trust0.06%419,000-60,000-12.53%Mar 31, 2024
PIMCO Global StocksPLUS & Income Fund0.05%200,000--Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 30.05%900,000--Feb 29, 2024
PRUDENTIAL SERIES FUND0.05%4,000,0001,100,00037.93%Mar 28, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.05%450,000250,000125.00%Mar 28, 2024
BOSTON TRUST WALDEN FUNDS0.04%119,450--Mar 28, 2024
NEUBERGER BERMAN EQUITY FUNDS0.04%417,887--Feb 29, 2024
MAINSTAY VP FUNDS TRUST0.04%5,220,000--Mar 31, 2024
BLACKROCK CORPORATE HIGH YIELD FUND, INC.0.04%1,669,000-238,000-12.48%Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.04%168,67534,03825.28%Feb 29, 2024
FLEXSHARES TRUST0.04%3,090,000990,00047.14%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 170.04%22,325,0007,400,00049.58%Jan 31, 2024
BLACKROCK CREDIT ALLOCATION INCOME TRUST0.04%458,000-63,000-12.09%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.03%18,014--Mar 31, 2024
AMG Funds IV0.03%96,3541190.12%Jan 31, 2024
BLACKROCK SUSTAINABLE BALANCED FUND, INC.0.03%220,000--Feb 29, 2024
BLACKROCK CORE BOND TRUST0.03%201,000-30,000-12.99%Mar 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST0.03%320,000-46,000-12.57%Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.03%15,5032,75821.64%Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.02%26,361-3,364-11.32%Jan 31, 2024
PIMCO Income Strategy Fund II0.02%400,000400,000-Mar 31, 2024
SYNTAX ETF TRUST0.02%652360123.29%Mar 31, 2024
Tributary Funds, Inc.0.02%103,272--Dec 31, 2023
Fidelity Multi-Strategy Credit Fund0.02%5,000--Mar 31, 2024
OSI ETF Trust0.02%3,328--Mar 31, 2022
Forethought Variable Insurance Trust0.02%80,000-276,000-77.53%Mar 28, 2024
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS)0.02%618,437618,437-Jan 31, 2024
JOHCM Funds Trust0.02%200,000--Mar 28, 2024
BNY Mellon ETF Trust0.02%445,000411,0001208.82%Jan 31, 2024
Weiss Strategic Interval Fund0.02%59,82659,826-Sep 30, 2022
STATE STREET INSTITUTIONAL FUNDS0.02%13,690--Mar 31, 2024
FIDELITY SUMMER STREET TRUST0.02%6,155,000-4,625,000-42.90%Jan 31, 2024
Pacer Funds Trust0.02%755,656239,42046.38%Jan 31, 2024
PIMCO STRATEGIC INCOME FUND, INC0.01%100,000100,000-Mar 31, 2024
NUVEEN INVESTMENT FUNDS INC0.01%400,000100,00033.33%Feb 29, 2024
LEGG MASON PARTNERS VARIABLE EQUITY TRUST0.01%45,012-5,800-11.41%Dec 29, 2023
NORTHWESTERN MUTUAL SERIES FUND INC0.01%1,200,000--Mar 31, 2024
RBB Fund Trust0.01%10,686--Feb 29, 2024
ROYCE FUND0.01%70,228--Mar 31, 2024
MSS Series Trust0.01%800--Feb 29, 2024
THRIVENT MUTUAL FUNDS0.01%985,369--Mar 28, 2024
DEUTSCHE DWS VARIABLE SERIES II0.01%25,00025,000-Mar 31, 2024
FIDELITY COVINGTON TRUST0.01%186,00061,00048.80%Feb 29, 2024
Bernstein Fund Inc0.01%84,78043,850107.13%Mar 31, 2024
OBERWEIS FUNDS0.01%9,800--Mar 31, 2024
DEUTSCHE DWS INCOME TRUST0.01%320,000320,000-Mar 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.01%7,420--Mar 31, 2024
PGIM ETF TRUST0.01%544,000146,00036.68%Feb 29, 2024
BondBloxx ETF Trust0.01%195,00050,00034.48%Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%46,014-729-1.56%Mar 31, 2024
TrimTabs ETF Trust0.01%4,669-112-2.34%Jan 31, 2024
PFM Multi-Manager Series Trust0.01%5,8101,86147.13%Dec 31, 2023
MFS SERIES TRUST I0.01%127,335--Feb 29, 2024
VANGUARD EXPLORER FUND0.01%79,772--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%3,794-125-3.19%Mar 31, 2024
Master Investment Portfolio II0.01%303,000--Mar 31, 2024
DBX ETF TRUST0.01%476,000353,000286.99%Feb 29, 2024
ICON FUNDS0.01%9,200--Jun 30, 2020
BlackRock Credit Strategies Fund0.01%33,000-4,000-10.81%Mar 31, 2024
EQ PREMIER VIP TRUST0.01%201,000201,000-Sep 30, 2023
VANGUARD INDEX FUNDS0.01%2,307,662-299,660-11.49%Mar 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.01%26,700--Mar 28, 2024
Fidelity Commonwealth Trust II0.01%35,78116,07781.59%Aug 31, 2023
VANGUARD HORIZON FUNDS0.01%126,00586,754221.02%Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.01%290,000--Dec 31, 2023
Six Circles Trust0.01%5,379,0001,360,00033.84%Mar 31, 2024
LORD ABBETT INVESTMENT TRUST0.00%4,565,000--Feb 29, 2024
BLACKROCK DEBT STRATEGIES FUND, INC.0.00%82,000-11,000-11.83%Mar 31, 2024
ADVANCED SERIES TRUST0.00%15,000,0005,175,00052.67%Mar 28, 2024
BNY Mellon Strategic Funds, Inc.0.00%9,965--Mar 31, 2024
BlackRock Funds IV0.00%3,675,000--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%15,732--Jan 31, 2024

Forward Air's largest mutual fund holder by % of total assets is "Lord Abbett Credit Opportunities Fund", owning 39.70M shares, compromising 1.83% of its total assets.

Forward Air Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2479-68.40%
31 Mar, 24250-9.75%
31 Dec, 232775.73%
30 Sep, 232624.80%
30 Jun, 23250-3.85%
31 Mar, 23260-7.14%
31 Dec, 2228011.55%
30 Sep, 222511.62%
30 Jun, 222470.82%
31 Mar, 22245-
31 Dec, 2124512.39%
30 Sep, 21218-3.11%
30 Jun, 2122510.29%
31 Mar, 212042.51%
31 Dec, 201990.51%
30 Sep, 20198-4.81%
30 Jun, 20208-4.15%
31 Mar, 20217-8.44%
31 Dec, 192374.41%
30 Sep, 19227-2.16%
30 Jun, 19232-
31 Mar, 192327.91%
31 Dec, 18215-6.93%
30 Sep, 182315.96%
30 Jun, 18218-4.80%
31 Mar, 182295.53%
31 Dec, 1721716.67%
30 Sep, 171865.08%
30 Jun, 171774.12%
31 Mar, 17170-1.16%
31 Dec, 16172-4.44%
30 Sep, 161804.65%
30 Jun, 161727.50%
31 Mar, 16160-4.76%
31 Dec, 15168-1.18%
30 Sep, 15170-2.86%
30 Jun, 151752.34%
31 Mar, 151712.40%
31 Dec, 141672.45%
30 Sep, 141631.88%
30 Jun, 14160-3.61%
31 Mar, 1416616.08%
31 Dec, 131430.70%
30 Sep, 13142-4.70%
30 Jun, 13149144.26%
31 Mar, 136115.09%
31 Dec, 1253-8.62%
30 Sep, 1258-1.69%
30 Jun, 1259-3.28%
31 Mar, 126115.09%
31 Dec, 1153-
30 Sep, 1153-14.52%
30 Jun, 116210.71%
31 Mar, 115633.33%
31 Dec, 1042-14.29%
30 Sep, 104913.95%
30 Jun, 104316.22%
31 Mar, 1037-9.76%
31 Dec, 0941-4.65%
30 Sep, 0943-2.27%
30 Jun, 094433.33%
31 Mar, 0933-26.67%
31 Dec, 08459.76%
30 Sep, 08417.89%
30 Jun, 0838-11.63%
31 Mar, 084326.47%
31 Dec, 073417.24%
30 Sep, 0729-17.14%
30 Jun, 0735-5.41%
31 Mar, 0737-15.91%
31 Dec, 064422.22%
30 Sep, 0636-12.20%
30 Jun, 06415.13%
31 Mar, 06395.41%
31 Dec, 053715.63%
30 Sep, 0532-
30 Jun, 0532-5.88%
31 Mar, 05343.03%
31 Dec, 043317.86%
30 Sep, 042812.00%
30 Jun, 0425-13.79%
31 Mar, 042931.82%
31 Dec, 03224.76%
30 Sep, 032131.25%
30 Jun, 031623.08%
31 Mar, 0313-18.75%
31 Dec, 021614.29%
30 Sep, 0214-36.36%
30 Jun, 022210.00%
31 Mar, 022042.86%
31 Dec, 0114-
30 Sep, 01147.69%
30 Jun, 0113-
31 Mar, 0113-7.14%
31 Dec, 001416.67%
30 Sep, 0012-
30 Jun, 001220.00%
31 Mar, 001066.67%
31 Dec, 996-14.29%
30 Sep, 99716.67%
30 Jun, 996200.00%
31 Mar, 992-

As of 30 Jun 24, 79 institutions are holding Forward Air's shares, representing a decrease of -68.40% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 247,421,787-73.78%
31 Mar, 2428,309,82913.16%
31 Dec, 2325,017,758-1.89%
30 Sep, 2325,498,9411.92%
30 Jun, 2325,019,409-4.31%
31 Mar, 2326,146,4610.85%
31 Dec, 2225,926,103-2.94%
30 Sep, 2226,711,387-0.26%
30 Jun, 2226,781,1181.99%
31 Mar, 2226,259,677-0.38%
31 Dec, 2126,359,102-0.09%
30 Sep, 2126,382,659-0.82%
30 Jun, 2126,601,772-0.49%
31 Mar, 2126,731,718-0.90%
31 Dec, 2026,975,1101.01%
30 Sep, 2026,704,384-1.11%
30 Jun, 2027,004,937-0.63%
31 Mar, 2027,175,778-0.54%
31 Dec, 1927,322,918-0.16%
30 Sep, 1927,367,941-3.56%
30 Jun, 1928,377,5362.02%
31 Mar, 1927,816,700-0.99%
31 Dec, 1828,094,339-1.87%
30 Sep, 1828,628,334-0.06%
30 Jun, 1828,645,596-1.12%
31 Mar, 1828,970,743-0.52%
31 Dec, 1729,121,210-0.04%
30 Sep, 1729,132,990-1.85%
30 Jun, 1729,681,795-0.72%
31 Mar, 1729,898,5490.00%
31 Dec, 1629,897,237-0.37%
30 Sep, 1630,007,257-0.06%
30 Jun, 1630,023,824-3.47%
31 Mar, 1631,102,200-1.36%
31 Dec, 1531,531,639-23.61%
30 Sep, 1541,274,51130.23%
30 Jun, 1531,693,2471.02%
31 Mar, 1531,372,9302.77%
31 Dec, 1430,526,319-2.15%
30 Sep, 1431,198,254-1.09%
30 Jun, 1431,542,4770.21%
31 Mar, 1431,476,8371.99%
31 Dec, 1330,861,602-3.36%
30 Sep, 1331,935,7142.13%
30 Jun, 1331,270,882221.56%
31 Mar, 139,724,635-21.56%
31 Dec, 1212,397,986-0.56%
30 Sep, 1212,467,561-9.29%
30 Jun, 1213,744,647-4.14%
31 Mar, 1214,337,72318.80%
31 Dec, 1112,069,231-21.42%
30 Sep, 1115,358,707-12.98%
30 Jun, 1117,649,22118.25%
31 Mar, 1114,924,76767.49%
31 Dec, 108,910,761-16.91%
30 Sep, 1010,723,86620.91%
30 Jun, 108,869,41824.95%
31 Mar, 107,098,179-30.81%
31 Dec, 0910,258,58517.36%
30 Sep, 098,741,483-11.29%
30 Jun, 099,854,5167.00%
31 Mar, 099,209,804-7.11%
31 Dec, 089,915,24937.55%
30 Sep, 087,208,58911.51%
30 Jun, 086,464,260-18.54%
31 Mar, 087,935,963-18.66%
31 Dec, 079,756,611-8.27%
30 Sep, 0710,636,043-17.92%
30 Jun, 0712,957,7230.44%
31 Mar, 0712,901,1944.57%
31 Dec, 0612,337,176-11.72%
30 Sep, 0613,975,4296.18%
30 Jun, 0613,161,47020.96%
31 Mar, 0610,880,86026.22%
31 Dec, 058,620,79620.26%
30 Sep, 057,168,19317.13%
30 Jun, 056,120,11019.95%
31 Mar, 055,102,12123.74%
31 Dec, 044,123,24476.87%
30 Sep, 042,331,218-1.91%
30 Jun, 042,376,520-45.56%
31 Mar, 044,365,5284.19%
31 Dec, 034,190,00020.44%
30 Sep, 033,478,8261.70%
30 Jun, 033,420,62842.76%
31 Mar, 032,396,044-10.01%
31 Dec, 022,662,610394.46%
30 Sep, 02538,484-78.38%
30 Jun, 022,491,140-22.10%
31 Mar, 023,197,92426.75%
31 Dec, 012,523,0904.94%
30 Sep, 012,404,333-11.68%
30 Jun, 012,722,201-17.47%
31 Mar, 013,298,3017.36%
31 Dec, 003,072,15633.37%
30 Sep, 002,303,55411.17%
30 Jun, 002,072,03828.54%
31 Mar, 001,612,041247.39%
31 Dec, 99464,039-39.36%
30 Sep, 99765,2899.64%
30 Jun, 99698,003320.91%
31 Mar, 99165,830-

Forward Air (FWRD) has 7.42M shares outstanding as of 30 Jun 24, down -73.78% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2428.26%0.24%
31 Mar, 24107.80%1.16%
31 Dec, 2396.55%0.98%
30 Sep, 2399.23%1.07%
30 Jun, 2396.47%0.98%
31 Mar, 2399.23%1.06%
31 Dec, 2296.80%0.97%
30 Sep, 2299.78%1.00%
30 Jun, 2299.67%1.05%
31 Mar, 2297.45%1.03%
31 Dec, 2197.07%1.02%
30 Sep, 2197.59%1.02%
30 Jun, 2197.58%1.02%
31 Mar, 2197.70%0.92%
31 Dec, 20103.21%1.10%
30 Sep, 2096.90%1.02%
30 Jun, 2097.51%1.02%
31 Mar, 2097.59%1.03%
31 Dec, 1997.23%1.02%
30 Sep, 1997.81%0.97%
30 Jun, 19100.39%1.06%
31 Mar, 1997.50%1.03%
31 Dec, 1897.52%1.00%
30 Sep, 1898.84%1.02%
30 Jun, 1898.21%1.01%
31 Mar, 1898.62%1.05%
31 Dec, 1796.71%1.02%
30 Sep, 1797.58%1.00%
30 Jun, 1798.69%1.00%
31 Mar, 1799.26%1.03%
31 Dec, 1698.32%1.01%
30 Sep, 1698.86%1.00%
30 Jun, 1699.25%0.95%
31 Mar, 16102.10%0.98%
31 Dec, 15101.81%0.57%
30 Sep, 15134.19%1.28%
30 Jun, 15102.54%0.95%
31 Mar, 15103.78%1.04%
31 Dec, 1499.76%0.95%
30 Sep, 14102.58%0.99%
30 Jun, 14102.00%0.97%
31 Mar, 14102.42%1.00%
31 Dec, 13101.22%0.92%
30 Sep, 13105.14%0.98%
30 Jun, 13103.68%9.55%
31 Mar, 1332.95%1.80%
31 Dec, 1242.80%2.33%
30 Sep, 1242.86%1.90%
30 Jun, 1247.55%1.90%
31 Mar, 1249.97%2.82%
31 Dec, 1142.06%1.52%
30 Sep, 1152.53%1.45%
30 Jun, 1160.16%2.29%
31 Mar, 1151.23%5.48%
31 Dec, 1030.58%2.24%
30 Sep, 1036.98%3.95%
30 Jun, 1030.61%5.09%
31 Mar, 1024.52%1.95%
31 Dec, 0935.46%3.89%
30 Sep, 0930.20%2.60%
30 Jun, 0934.07%3.36%
31 Mar, 0931.86%2.69%
31 Dec, 0834.42%5.52%
30 Sep, 0824.97%4.96%
30 Jun, 0822.44%2.93%
31 Mar, 0827.66%2.55%
31 Dec, 0732.95%2.53%
30 Sep, 0736.09%1.91%
30 Jun, 0743.48%2.40%
31 Mar, 0742.52%2.70%
31 Dec, 0639.68%1.94%
30 Sep, 0645.28%2.64%
30 Jun, 0641.44%3.46%
31 Mar, 0634.60%4.72%
31 Dec, 0527.07%5.31%
30 Sep, 0522.58%6.29%
30 Jun, 0518.94%3.35%
31 Mar, 0523.77%6.43%
31 Dec, 0419.23%16.29%
30 Sep, 0410.86%9.15%
30 Jun, 0410.89%2.67%
31 Mar, 0420.20%5.21%
31 Dec, 0319.69%7.24%
30 Sep, 0316.49%6.31%
30 Jun, 0316.16%12.30%
31 Mar, 0311.46%7.48%
31 Dec, 0212.38%201.30%
30 Sep, 022.48%1.83%
30 Jun, 0211.64%5.16%
31 Mar, 0215.02%10.70%
31 Dec, 0111.85%9.67%
30 Sep, 0111.07%6.94%
30 Jun, 0112.63%5.33%
31 Mar, 0115.39%7.28%
31 Dec, 0014.55%12.28%
30 Sep, 0010.88%11.22%
30 Jun, 009.85%16.49%
31 Mar, 007.73%64.12%
31 Dec, 993.47%4.98%
30 Sep, 998.35%13.54%
30 Jun, 997.85%421.59%
31 Mar, 991.36%-

As of 30 Jun 24, Forward Air is held by 28.26% institutional shareholders, representing a 0.24% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2442-70.00%
31 Mar, 24140-5.41%
31 Dec, 231486.47%
30 Sep, 2313949.46%
30 Jun, 2393-17.70%
31 Mar, 23113-21.53%
31 Dec, 2214416.13%
30 Sep, 22124-
30 Jun, 221244.20%
31 Mar, 221191.71%
31 Dec, 2111748.10%
30 Sep, 2179-21.00%
30 Jun, 2110017.65%
31 Mar, 218511.84%
31 Dec, 2076-3.80%
30 Sep, 2079-19.39%
30 Jun, 20983.16%
31 Mar, 2095-18.80%
31 Dec, 1911731.46%
30 Sep, 1989-23.93%
30 Jun, 19117-1.68%
31 Mar, 1911921.43%
31 Dec, 1898-17.65%
30 Sep, 1811930.77%
30 Jun, 1891-24.17%
31 Mar, 18120-0.83%
31 Dec, 1712113.08%
30 Sep, 1710712.63%
30 Jun, 179517.28%
31 Mar, 1781-4.71%
31 Dec, 1685-12.37%
30 Sep, 1697-2.02%
30 Jun, 169926.92%
31 Mar, 16781.30%
31 Dec, 1577-10.47%
30 Sep, 1586-3.37%
30 Jun, 1589-10.10%
31 Mar, 159950.00%
31 Dec, 1466-2.94%
30 Sep, 1468-8.11%
30 Jun, 1474-11.90%
31 Mar, 148429.23%
31 Dec, 1365-9.72%
30 Sep, 1372-41.46%
30 Jun, 13123223.68%
31 Mar, 133822.58%
31 Dec, 123110.71%
30 Sep, 12283.70%
30 Jun, 12273.85%
31 Mar, 1226-7.14%
31 Dec, 11287.69%
30 Sep, 1126-29.73%
30 Jun, 11375.71%
31 Mar, 113575.00%
31 Dec, 1020-31.03%
30 Sep, 10297.41%
30 Jun, 102728.57%
31 Mar, 1021-19.23%
31 Dec, 09268.33%
30 Sep, 0924-27.27%
30 Jun, 093350.00%
31 Mar, 0922-29.03%
31 Dec, 083110.71%
30 Sep, 082827.27%
30 Jun, 0822-33.33%
31 Mar, 083343.48%
31 Dec, 072353.33%
30 Sep, 0715-11.76%
30 Jun, 0717-10.53%
31 Mar, 0719-17.39%
31 Dec, 062327.78%
30 Sep, 0618-25.00%
30 Jun, 0624-17.24%
31 Mar, 06293.57%
31 Dec, 052855.56%
30 Sep, 0518-35.71%
30 Jun, 052855.56%
31 Mar, 0518-10.00%
31 Dec, 0420-9.09%
30 Sep, 042237.50%
30 Jun, 04166.67%
31 Mar, 0415-6.25%
31 Dec, 031614.29%
30 Sep, 031427.27%
30 Jun, 031122.22%
31 Mar, 039-30.77%
31 Dec, 0213116.67%
30 Sep, 026-57.14%
30 Jun, 0214-17.65%
31 Mar, 021770.00%
31 Dec, 0110-
30 Sep, 011025.00%
30 Jun, 018-
31 Mar, 018-20.00%
31 Dec, 001011.11%
30 Sep, 009-18.18%
30 Jun, 001137.50%
31 Mar, 008300.00%
31 Dec, 992-60.00%
30 Sep, 995-
30 Jun, 995150.00%
31 Mar, 992-

42 institutional shareholders have increased their position in FWRD stock as of 30 Jun 24 compared to 140 in the previous quarter (a -70.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2426-60.61%
31 Mar, 2466-25.00%
31 Dec, 2388-
30 Sep, 2388-23.48%
30 Jun, 231157.48%
31 Mar, 2310718.89%
31 Dec, 22907.14%
30 Sep, 2284-7.69%
30 Jun, 2291-2.15%
31 Mar, 22931.09%
31 Dec, 2192-2.13%
30 Sep, 219413.25%
30 Jun, 2183-2.35%
31 Mar, 2185-7.61%
31 Dec, 20924.55%
30 Sep, 20887.32%
30 Jun, 2082-4.65%
31 Mar, 20866.17%
31 Dec, 1981-10.99%
30 Sep, 199118.18%
30 Jun, 19775.48%
31 Mar, 1973-12.05%
31 Dec, 18836.41%
30 Sep, 1878-10.34%
30 Jun, 188717.57%
31 Mar, 187412.12%
31 Dec, 176632.00%
30 Sep, 1750-12.28%
30 Jun, 1757-8.06%
31 Mar, 1762-
31 Dec, 16626.90%
30 Sep, 165831.82%
30 Jun, 1644-26.67%
31 Mar, 1660-15.49%
31 Dec, 157122.41%
30 Sep, 1558-7.94%
30 Jun, 156328.57%
31 Mar, 1549-32.88%
31 Dec, 147310.61%
30 Sep, 146611.86%
30 Jun, 14599.26%
31 Mar, 14541.89%
31 Dec, 13531.92%
30 Sep, 1352160.00%
30 Jun, 132081.82%
31 Mar, 1311-8.33%
31 Dec, 1212-40.00%
30 Sep, 1220-
30 Jun, 1220-20.00%
31 Mar, 122547.06%
31 Dec, 1117-5.56%
30 Sep, 11185.88%
30 Jun, 111741.67%
31 Mar, 1112-25.00%
31 Dec, 1016-5.88%
30 Sep, 101730.77%
30 Jun, 101330.00%
31 Mar, 1010-
31 Dec, 0910-33.33%
30 Sep, 091587.50%
30 Jun, 098-
31 Mar, 098-11.11%
31 Dec, 089-
30 Sep, 089-10.00%
30 Jun, 081066.67%
31 Mar, 086-14.29%
31 Dec, 077-46.15%
30 Sep, 0713-
30 Jun, 0713-
31 Mar, 0713-27.78%
31 Dec, 061838.46%
30 Sep, 0613-7.14%
30 Jun, 0614133.33%
31 Mar, 066-25.00%
31 Dec, 058-11.11%
30 Sep, 059125.00%
30 Jun, 054-66.67%
31 Mar, 051250.00%
31 Dec, 048300.00%
30 Sep, 042-60.00%
30 Jun, 045-54.55%
31 Mar, 0411450.00%
31 Dec, 032-50.00%
30 Sep, 034-
30 Jun, 03433.33%
31 Mar, 03350.00%
31 Dec, 022-60.00%
30 Sep, 025-
30 Jun, 025400.00%
31 Mar, 021-66.67%
31 Dec, 01350.00%
30 Sep, 012-50.00%
30 Jun, 014-
31 Mar, 01433.33%
31 Dec, 003-
30 Sep, 003200.00%
30 Jun, 001-50.00%
31 Mar, 002-33.33%
31 Dec, 993200.00%
30 Sep, 991-
30 Jun, 991-
31 Mar, 99--

26 institutional shareholders have reduced their position in FWRD stock as of 30 Jun 24 compared to 66 in the previous quarter (a -60.61% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2479-68.40%7,421,787-73.78%28.26%0.24%42-70.00%26-60.61%
31 Mar, 24250-9.75%28,309,82913.16%107.80%1.16%140-5.41%66-25.00%
31 Dec, 232775.73%25,017,758-1.89%96.55%0.98%1486.47%88-
30 Sep, 232624.80%25,498,9411.92%99.23%1.07%13949.46%88-23.48%
30 Jun, 23250-3.85%25,019,409-4.31%96.47%0.98%93-17.70%1157.48%
31 Mar, 23260-7.14%26,146,4610.85%99.23%1.06%113-21.53%10718.89%
31 Dec, 2228011.55%25,926,103-2.94%96.80%0.97%14416.13%907.14%
30 Sep, 222511.62%26,711,387-0.26%99.78%1.00%124-84-7.69%
30 Jun, 222470.82%26,781,1181.99%99.67%1.05%1244.20%91-2.15%
31 Mar, 22245-26,259,677-0.38%97.45%1.03%1191.71%931.09%
31 Dec, 2124512.39%26,359,102-0.09%97.07%1.02%11748.10%92-2.13%
30 Sep, 21218-3.11%26,382,659-0.82%97.59%1.02%79-21.00%9413.25%
30 Jun, 2122510.29%26,601,772-0.49%97.58%1.02%10017.65%83-2.35%
31 Mar, 212042.51%26,731,718-0.90%97.70%0.92%8511.84%85-7.61%
31 Dec, 201990.51%26,975,1101.01%103.21%1.10%76-3.80%924.55%
30 Sep, 20198-4.81%26,704,384-1.11%96.90%1.02%79-19.39%887.32%
30 Jun, 20208-4.15%27,004,937-0.63%97.51%1.02%983.16%82-4.65%
31 Mar, 20217-8.44%27,175,778-0.54%97.59%1.03%95-18.80%866.17%
31 Dec, 192374.41%27,322,918-0.16%97.23%1.02%11731.46%81-10.99%
30 Sep, 19227-2.16%27,367,941-3.56%97.81%0.97%89-23.93%9118.18%
30 Jun, 19232-28,377,5362.02%100.39%1.06%117-1.68%775.48%
31 Mar, 192327.91%27,816,700-0.99%97.50%1.03%11921.43%73-12.05%
31 Dec, 18215-6.93%28,094,339-1.87%97.52%1.00%98-17.65%836.41%
30 Sep, 182315.96%28,628,334-0.06%98.84%1.02%11930.77%78-10.34%
30 Jun, 18218-4.80%28,645,596-1.12%98.21%1.01%91-24.17%8717.57%
31 Mar, 182295.53%28,970,743-0.52%98.62%1.05%120-0.83%7412.12%
31 Dec, 1721716.67%29,121,210-0.04%96.71%1.02%12113.08%6632.00%
30 Sep, 171865.08%29,132,990-1.85%97.58%1.00%10712.63%50-12.28%
30 Jun, 171774.12%29,681,795-0.72%98.69%1.00%9517.28%57-8.06%
31 Mar, 17170-1.16%29,898,5490.00%99.26%1.03%81-4.71%62-
31 Dec, 16172-4.44%29,897,237-0.37%98.32%1.01%85-12.37%626.90%
30 Sep, 161804.65%30,007,257-0.06%98.86%1.00%97-2.02%5831.82%
30 Jun, 161727.50%30,023,824-3.47%99.25%0.95%9926.92%44-26.67%
31 Mar, 16160-4.76%31,102,200-1.36%102.10%0.98%781.30%60-15.49%
31 Dec, 15168-1.18%31,531,639-23.61%101.81%0.57%77-10.47%7122.41%
30 Sep, 15170-2.86%41,274,51130.23%134.19%1.28%86-3.37%58-7.94%
30 Jun, 151752.34%31,693,2471.02%102.54%0.95%89-10.10%6328.57%
31 Mar, 151712.40%31,372,9302.77%103.78%1.04%9950.00%49-32.88%
31 Dec, 141672.45%30,526,319-2.15%99.76%0.95%66-2.94%7310.61%
30 Sep, 141631.88%31,198,254-1.09%102.58%0.99%68-8.11%6611.86%
30 Jun, 14160-3.61%31,542,4770.21%102.00%0.97%74-11.90%599.26%
31 Mar, 1416616.08%31,476,8371.99%102.42%1.00%8429.23%541.89%
31 Dec, 131430.70%30,861,602-3.36%101.22%0.92%65-9.72%531.92%
30 Sep, 13142-4.70%31,935,7142.13%105.14%0.98%72-41.46%52160.00%
30 Jun, 13149144.26%31,270,882221.56%103.68%9.55%123223.68%2081.82%
31 Mar, 136115.09%9,724,635-21.56%32.95%1.80%3822.58%11-8.33%
31 Dec, 1253-8.62%12,397,986-0.56%42.80%2.33%3110.71%12-40.00%
30 Sep, 1258-1.69%12,467,561-9.29%42.86%1.90%283.70%20-
30 Jun, 1259-3.28%13,744,647-4.14%47.55%1.90%273.85%20-20.00%
31 Mar, 126115.09%14,337,72318.80%49.97%2.82%26-7.14%2547.06%
31 Dec, 1153-12,069,231-21.42%42.06%1.52%287.69%17-5.56%
30 Sep, 1153-14.52%15,358,707-12.98%52.53%1.45%26-29.73%185.88%
30 Jun, 116210.71%17,649,22118.25%60.16%2.29%375.71%1741.67%
31 Mar, 115633.33%14,924,76767.49%51.23%5.48%3575.00%12-25.00%
31 Dec, 1042-14.29%8,910,761-16.91%30.58%2.24%20-31.03%16-5.88%
30 Sep, 104913.95%10,723,86620.91%36.98%3.95%297.41%1730.77%
30 Jun, 104316.22%8,869,41824.95%30.61%5.09%2728.57%1330.00%
31 Mar, 1037-9.76%7,098,179-30.81%24.52%1.95%21-19.23%10-
31 Dec, 0941-4.65%10,258,58517.36%35.46%3.89%268.33%10-33.33%
30 Sep, 0943-2.27%8,741,483-11.29%30.20%2.60%24-27.27%1587.50%
30 Jun, 094433.33%9,854,5167.00%34.07%3.36%3350.00%8-
31 Mar, 0933-26.67%9,209,804-7.11%31.86%2.69%22-29.03%8-11.11%
31 Dec, 08459.76%9,915,24937.55%34.42%5.52%3110.71%9-
30 Sep, 08417.89%7,208,58911.51%24.97%4.96%2827.27%9-10.00%
30 Jun, 0838-11.63%6,464,260-18.54%22.44%2.93%22-33.33%1066.67%
31 Mar, 084326.47%7,935,963-18.66%27.66%2.55%3343.48%6-14.29%
31 Dec, 073417.24%9,756,611-8.27%32.95%2.53%2353.33%7-46.15%
30 Sep, 0729-17.14%10,636,043-17.92%36.09%1.91%15-11.76%13-
30 Jun, 0735-5.41%12,957,7230.44%43.48%2.40%17-10.53%13-
31 Mar, 0737-15.91%12,901,1944.57%42.52%2.70%19-17.39%13-27.78%
31 Dec, 064422.22%12,337,176-11.72%39.68%1.94%2327.78%1838.46%
30 Sep, 0636-12.20%13,975,4296.18%45.28%2.64%18-25.00%13-7.14%
30 Jun, 06415.13%13,161,47020.96%41.44%3.46%24-17.24%14133.33%
31 Mar, 06395.41%10,880,86026.22%34.60%4.72%293.57%6-25.00%
31 Dec, 053715.63%8,620,79620.26%27.07%5.31%2855.56%8-11.11%
30 Sep, 0532-7,168,19317.13%22.58%6.29%18-35.71%9125.00%
30 Jun, 0532-5.88%6,120,11019.95%18.94%3.35%2855.56%4-66.67%
31 Mar, 05343.03%5,102,12123.74%23.77%6.43%18-10.00%1250.00%
31 Dec, 043317.86%4,123,24476.87%19.23%16.29%20-9.09%8300.00%
30 Sep, 042812.00%2,331,218-1.91%10.86%9.15%2237.50%2-60.00%
30 Jun, 0425-13.79%2,376,520-45.56%10.89%2.67%166.67%5-54.55%
31 Mar, 042931.82%4,365,5284.19%20.20%5.21%15-6.25%11450.00%
31 Dec, 03224.76%4,190,00020.44%19.69%7.24%1614.29%2-50.00%
30 Sep, 032131.25%3,478,8261.70%16.49%6.31%1427.27%4-
30 Jun, 031623.08%3,420,62842.76%16.16%12.30%1122.22%433.33%
31 Mar, 0313-18.75%2,396,044-10.01%11.46%7.48%9-30.77%350.00%
31 Dec, 021614.29%2,662,610394.46%12.38%201.30%13116.67%2-60.00%
30 Sep, 0214-36.36%538,484-78.38%2.48%1.83%6-57.14%5-
30 Jun, 022210.00%2,491,140-22.10%11.64%5.16%14-17.65%5400.00%
31 Mar, 022042.86%3,197,92426.75%15.02%10.70%1770.00%1-66.67%
31 Dec, 0114-2,523,0904.94%11.85%9.67%10-350.00%
30 Sep, 01147.69%2,404,333-11.68%11.07%6.94%1025.00%2-50.00%
30 Jun, 0113-2,722,201-17.47%12.63%5.33%8-4-
31 Mar, 0113-7.14%3,298,3017.36%15.39%7.28%8-20.00%433.33%
31 Dec, 001416.67%3,072,15633.37%14.55%12.28%1011.11%3-
30 Sep, 0012-2,303,55411.17%10.88%11.22%9-18.18%3200.00%
30 Jun, 001220.00%2,072,03828.54%9.85%16.49%1137.50%1-50.00%
31 Mar, 001066.67%1,612,041247.39%7.73%64.12%8300.00%2-33.33%
31 Dec, 996-14.29%464,039-39.36%3.47%4.98%2-60.00%3200.00%
30 Sep, 99716.67%765,2899.64%8.35%13.54%5-1-
30 Jun, 996200.00%698,003320.91%7.85%421.59%5150.00%1-
31 Mar, 992-165,830-1.36%-2---

Forward Air Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024CLEARLAKE CAPITAL GROUP, L.P.10 percent owner-Buy---2,691,677
Aug 14, 2024CLEARLAKE CAPITAL GROUP, L.P.10 percent owner-Buy---1,133,323
Aug 12, 2024Ridgemont Equity Management III, LLCdirector, 10 percent owner C-ConversionBuy1,993,623--3,146,469
Aug 12, 2024Ridgemont Equity Management III, LLCdirector, 10 percent owner C-ConversionBuy613,829--968,786
Aug 12, 2024Ridgemont Equity Management III, LLCdirector, 10 percent owner C-ConversionBuy420,229--663,234
Aug 12, 2024Ridgemont Equity Management III, LLCdirector, 10 percent owner C-ConversionBuy175,948--277,693
Aug 12, 2024Ridgemont Equity Management III, LLCdirector, 10 percent owner C-ConversionBuy24,920--39,330
Aug 06, 2024HODGE MICHAEL Bdirector-C-ConversionBuy577,814--911,945
Aug 06, 2024HODGE MICHAEL Bdirector-C-ConversionBuy577,814--911,945
Jul 11, 2024HODGE MICHAEL Bdirector-J-OtherBuy37,678--577,864
Jul 11, 2024HODGE MICHAEL Bdirector-J-OtherBuy21,788--334,131
Jul 11, 2024HODGE MICHAEL Bdirector-J-OtherBuy21,788--334,131
Jul 08, 2024Faught James R.officer Chief Accounting OfficerA-AwardBuy3,151--3,151
Jul 08, 2024Faught James R.officer-Buy----
Jul 08, 2024Pierson Jamie G.officer CFOA-AwardBuy19,444--48,651
Jul 08, 2024Pierson Jamie G.officer CFOA-AwardBuy25,707--29,207
Jun 06, 2024Boyles Dale Wdirector-A-AwardBuy6,963--6,963
Jun 06, 2024Boyles Dale Wdirector Buy----
Jun 06, 2024Gorjanc Christine Mariedirector-A-AwardBuy6,963--6,963
Jun 06, 2024Gorjanc Christine Mariedirector Buy----

Forward Air Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202412--
Q2 202474175.00%
Q1 20243333100.00%
Q4 202331300.00%
Q3 20231711700.00%
Q2 202314--
Q1 20232727100.00%
Q4 20223742.86%
Q3 20223--
Q2 20221511500.00%
Q1 2022131492.86%
Q4 202173233.33%
Q3 202131300.00%
Q2 20212216137.50%
Q1 20212017117.65%
Q4 202081172.73%
Q3 2020131968.42%
Q2 2020136216.67%
Q1 2020182475.00%
Q4 201952250.00%

12 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Forward Air's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024---
Q1 2024---
Q4 2023---
Q3 202314--
Q2 2023---
Q1 20231--
Q4 2022-5-
Q3 2022---
Q2 202211100.00%
Q1 2022---
Q4 202131300.00%
Q3 2021---
Q2 20211812.50%
Q1 2021---
Q4 2020-6-
Q3 2020-7-
Q2 2020---
Q1 2020---
Q4 2019---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Forward Air's stocks.

Forward Air Peer Ownership


TickerCompany
JBHTJ.B. Hunt Transport Services, Inc.
HUBGHub Group, Inc.
LSTRLandstar System, Inc.
EXPDExpeditors International of Washington, Inc.
CHRWC.H. Robinson Worldwide, Inc.

FWRD Ownership FAQ


Forward Air is owned by institutional shareholders (28.26%), insiders (1.71%), and public (70.02%). The largest institutional shareholder of Forward Air is BLACKROCK INC. (17.25% of total shares) and the top mutual fund owner is Lord Abbett Credit Opportunities Fund (1.83% of total shares).

Forward Air's major institutional shareholders are BLACKROCK INC., CLEARLAKE CAPITAL GROUP, L.P., VANGUARD GROUP INC, LITTLEJOHN & CO LLC, and RIDGEMONT PARTNERS MANAGEMENT, LLC. The top five shareholders own together 57.10% of the company's share outstanding.

As of Jun 2024, there are 79 institutional shareholders of Forward Air.

BLACKROCK INC owns 4.53M shares of Forward Air, representing 17.25% of the company's total shares outstanding, valued at $86.24M (as of Jun 2024).

As of Jun 2024, CLEARLAKE CAPITAL GROUP, L.P holds 3.82M shares of Forward Air (FWRD), compromising 14.57% of the company, valued at $72.83M.

VANGUARD GROUP INC is the third largest holder of Forward Air. The company owns 2.49M of the company's shares outstanding (worth $47.39M).