Who Owns Forward Air Stock?
NASDAQ: FWRDIndustrialsIntegrated Freight & LogisticsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 97.55%
- Held by insiders
- 1.86%
- Institutional holders
- 257
- Institutions 97.5%
- Insiders 1.9%
- Public and other 0.6%
Who owns Forward Air stock?
Institutional investors own about 97.5% of Forward Air's shares, spread across 257 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.86% of FWRD.
The largest institutional holders are Clearlake Capital Group, LP (12.09%), Blackrock Inc. (8.77%) and FMR, LLC (6.35%). Together, the top 10 institutions control 50.2% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their FWRD positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FWRD
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Clearlake Capital Group, LP | 3.83M | 12.09% | 0.0% |
| Blackrock Inc. | 2.77M | 8.77% | -25.0% |
| FMR, LLC | 2.01M | 6.35% | +84.8% |
| Bracebridge Capital, LLC | 1.40M | 4.44% | +100.0% |
| Vanguard Capital Management LLC | 1.17M | 3.70% | +13.9% |
| Private Management Group, Inc. | 1.15M | 3.62% | -0.8% |
| CIBC World Market, Inc. | 1.07M | 3.39% | +46.0% |
| Shaw D.E. & Co., Inc. | 1.00M | 3.16% | +100.0% |
| HRT Financial LP | 785.95K | 2.49% | +93.0% |
| Barclays Plc | 706.62K | 2.23% | +4453.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FWRD
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Capital Trust-Fidelity Value Fund | 1.43M | 4.51% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 888.37K | 2.81% |
| iShares Trust-iShares Russell 2000 ETF | 591.16K | 1.87% |
| Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund | 341.10K | 1.08% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 254.31K | 0.80% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 252.10K | 0.80% |
| iShares Trust-iShares Russell 2000 Growth ETF | 218.62K | 0.69% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | 208.05K | 0.66% |
| Variable Insurance Products Fund III-VIP Value Strategies Portfolio | 167.40K | 0.53% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | 115.89K | 0.37% |
Frequently asked questions
Who is the largest shareholder of Forward Air?
Clearlake Capital Group, LP is the largest institutional shareholder of FWRD, owning 12.09% of shares outstanding (3.83M shares) as of its latest 13F filing.
What percentage of Forward Air is owned by institutions?
Institutions own about 97.5% of FWRD shares and 99.4% of the public float.
How much of Forward Air do insiders own?
Insiders, such as officers and directors, own about 1.86% of FWRD shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.