Forward Air Ownership | Who Owns Forward Air?

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Forward Air Ownership Summary

Forward Air is owned by 50.75% institutional investors, 1.72% insiders, and 47.53% retail investors. 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 4.16% of its assets in Forward Air shares.

FWRD Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Forward Air	50.75%	1.72%	47.53%
Sector	Industrials Stocks	50.81%	11.74%	37.45%
Industry	Logistics Stocks	50.05%	11.51%	38.45%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.53M	17.25%	$86.24M
Clearlake capital group	3.83M	13.69%	$123.36M
Blackrock funding, inc. /de	3.48M	12.45%	$112.23M
Littlejohn	2.24M	8.53%	$42.64M
Vanguard group	2.04M	7.31%	$65.91M
Ridgemont partners management	1.91M	6.84%	$61.62M
Mfn partners management, lp	1.29M	4.61%	$41.58M
State street	1.19M	4.53%	$22.65M
Irenic capital management lp	1.23M	4.40%	$39.66M
Private management group	967.64K	3.46%	$31.21M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ridgemont partners management	1.91M	86.39%	$61.62M
Littlejohn	2.24M	21.73%	$42.64M
Clearlake capital group	3.83M	10.06%	$123.36M
Alta fox capital management	692.14K	7.95%	$22.32M
One fin capital management lp	335.81K	4.68%	$10.83M
Irenic capital management lp	1.23M	4.26%	$39.66M
Alpinvest partners b.v.	103.33K	4.12%	$3.95M
Mill road capital management	127.65K	1.98%	$4.12M
Goldentree asset management lp	712.67K	1.76%	$22.94M
Brigade capital management, lp	166.00K	1.62%	$5.35M

Top Buyers

Holder	Shares	% Assets	Change
Littlejohn	2.24M	21.73%	2.24M
Bank of america corp /de/	694.88K	0.00%	534.54K
Point72 asset management	463.60K	0.03%	428.60K
Ubs group	454.43K	0.00%	394.42K
Assenagon asset management	345.41K	0.02%	345.41K

Top Sellers

Holder	Shares	% Assets	Change
Pacer advisors	-	-	-2.13M
Scopus asset management	-	-	-1.30M
Morgan stanley	842.15K	0.00%	-672.01K
Man group	-	-	-395.40K
Hawk ridge capital management lp	-	-	-392.11K

New Positions

Holder	Shares	% Assets	Change	Value
Littlejohn	2.24M	21.73%	2.24M	$42.64M
Assenagon asset management	345.41K	0.02%	345.41K	$11.14M
Adage capital partners gp	285.20K	0.02%	285.20K	$9.20M
Renaissance	195.04K	0.01%	195.04K	$6.29M
Brigade capital management, lp	166.00K	1.62%	166.00K	$5.35M

Sold Out

Holder	Change
Dinuzzo private wealth	-1.00
Tfo-tdc	-1.00
Sjs investment consulting	-1.00
Mendota financial group	-3.00
Abound wealth management	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	100	-57.63%	14,179,348	-56.96%	50	0.36%	50	-46.24%	27	-68.60%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.27M	4.16%	872.00
SRH Total Return Fund	845.22K	2.84%	95.22K
Vanguard Total Stock Mkt Idx Inv	783.24K	2.63%	-
Vanguard US Total Market Shares ETF	776.69K	2.55%	-
iShares Russell 2000 ETF	653.88K	2.15%	-5.67K
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	462.56K	1.52%	370.00
Vanguard Small Cap Index	314.17K	1.06%	252.00
Vanguard Institutional Extnd Mkt Idx Tr	303.63K	1.02%	506.00

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
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-

FWRD Ownership FAQ

Who Owns Forward Air?

Forward Air shareholders are primarily institutional investors at 50.75%, followed by 1.72% insiders and 47.53% retail investors. The average institutional ownership in Forward Air's industry, Logistics Stocks, is 50.05%, 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, 13.69%), and Blackrock funding, inc. /de (3.48M shares, 12.45%). Together, they hold 43.39% 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 86.39% of its assets in 1.91M Forward Air shares, valued at 61.62M$.

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 4.16% of its total shares outstanding invested in 1.27M Forward Air shares.

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