Forward Air Ownership | Who Owns Forward Air?


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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


TypeName% Inst% Insiders% Retail
StockForward Air127.25%1.68%-28.92%
SectorIndustrials Stocks 60.70%10.27%29.03%
IndustryLogistics Stocks73.08%6.33%20.58%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock4.53M17.25%$86.24M
Clearlake capital group3.83M14.57%$72.83M
Vanguard group2.49M9.48%$47.39M
Littlejohn2.24M8.53%$42.64M
Ridgemont partners management1.91M7.28%$36.38M
Private management group1.34M5.09%$25.45M
State street1.19M4.53%$22.65M
Irenic capital management lp1.07M4.07%$20.34M
Ancora advisors962.33K3.66%$18.32M
Mfn partners management, lp903.78K3.44%$17.21M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ridgemont partners management1.91M27.40%$36.38M
Littlejohn2.24M21.73%$42.64M
Clearlake capital group3.83M6.49%$72.83M
Irenic capital management lp1.07M2.49%$20.34M
One fin capital management lp335.81K2.29%$6.39M
Private management group1.34M0.98%$25.45M
Paralel advisors750.00K0.68%$14.28M
Mfn partners management, lp903.78K0.58%$17.21M
Ancora advisors962.33K0.45%$18.32M
Sugar maple asset management14.70K0.27%$279.89K

Top Buyers

HolderShares% AssetsChange
Clearlake capital group3.83M6.49%2.75M
Littlejohn2.24M21.73%2.24M
Ridgemont partners management1.91M27.40%1.21M
Irenic capital management lp1.07M2.49%1.07M
Ancora advisors962.33K0.45%962.33K

Top Sellers

HolderShares% AssetsChange
Pacer advisors---2.13M
Vanguard group2.49M0.00%-918.70K
Morgan stanley842.15K0.00%-672.01K
Invesco263.46K0.00%-555.23K
Millennium management46.54K0.00%-484.99K

New Positions

HolderShares% AssetsChangeValue
Littlejohn2.24M21.73%2.24M$42.64M
Irenic capital management lp1.07M2.49%1.07M$20.34M
Mfn partners management, lp903.78K0.58%903.78K$17.21M
One fin capital management lp335.81K2.29%335.81K$6.39M
Hawk ridge capital management lp253.82K0.21%253.82K$4.83M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024210-16.00%33,415,30618.03%1271.09%116-17.14%60-9.09%
Mar 31, 2024250-10.07%28,309,82913.16%1071.16%140-5.41%66-25.00%
Dec 31, 20232785.70%25,018,023-1.89%960.98%1485.71%88-
Sep 30, 20232634.78%25,499,2060.75%991.04%14048.94%88-23.48%
Jun 30, 2023251-3.46%25,308,327-3.21%970.99%94-16.81%1157.48%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF1.21M4.38%1.27K
Vanguard Total Stock Mkt Idx Inv777.80K2.71%1.11K
SRH Total Return Fund750.00K2.61%-
iShares Russell 2000 ETF641.41K2.32%-1.44K
Federated Hermes MDT Small Cap Core IS456.50K1.65%402.13K
Federated Hermes MDT SCC Institutional456.50K1.65%402.13K
Schwab Fundamental U.S. Small CompanyETF394.75K1.43%-
Vanguard Institutional Extnd Mkt Idx Tr295.47K1.07%-193.75K
Vanguard Small Cap Index295.69K1.03%600.00
Fidelity Small Cap Index256.01K0.92%-6.00K

Recent Insider Transactions


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

Insider Transactions Trends


DateBuySell
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 127.25%, followed by 1.68% insiders and -28.93% retail investors. The average institutional ownership in Forward Air's industry, Logistics Stocks, is 73.08%, 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 4.38% of its total shares outstanding invested in 1.21M Forward Air shares.

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