Forward Air Corp (FWRD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

27,076,168Shares Outstanding

6,537,251Shares held by institutions

$178,074,717Value of institutional holdings

113.22%Institutional ownership %

19.74%Shares Changed QoQ

189No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 189 institutional investors hold a position in Forward Air Corp (NASDAQ:FWRD).

These investors collectively held 113.2% of the company's total shares outstanding in December 2025, up from 112.0% in September 2025.
Institutional share ownership changed by 19.74% QoQ, while the number of institutional owners saw a decrease of 10.85% YoY.
A review of institutional activity for Forward Air shows 106 of 189 filers increasing their positions, while 53 reduced their stake, and 30 remained unchanged.
Collectively, institutional investors increased their stake in Forward Air to 30.66Mn shares as of December 2025, a change that is up by 5.05Mn shares quarter on quarter and down 2.62Mn shares year over year.
CLEARLAKE CAPITAL GROUP, L.P. continues to be the largest institutional holder of Forward Air as of December 31, 2025, with a position of 3.83Mn shares, representing 14.13% of the company's outstanding stock.
Among the most significant buyers of Forward Air during December 2025 were LITTLEJOHN & CO LLC (2.43Mn), JANE STREET GROUP, LLC (727.77K), Melqart Asset Management (UK) Ltd (467.48K), Caption Management, LLC (293.69K), DEUTSCHE BANK AG\ (249.79K).
Leading sellers of Forward Air stock in December 2025 included JPMORGAN CHASE & CO (454.82K), MILLENNIUM MANAGEMENT LLC (366.92K), Jefferies Financial Group Inc. (355.93K), ROYAL BANK OF CANADA (349.09K), BRIGADE CAPITAL MANAGEMENT, LP (143.49K).
The top 10 institutional holders of Forward Air for the quarter ending December 2025 included CLEARLAKE CAPITAL GROUP, L.P. (3.83Mn), BlackRock, Inc. (3.40Mn), LITTLEJOHN & CO LLC (2.43Mn), VANGUARD GROUP INC (2.34Mn), JANE STREET GROUP, LLC (1.36Mn), Irenic Capital Management LP (1.23Mn), Paralel Advisors LLC (975.00K), FMR LLC (961.87K), STATE STREET CORP (949.78K), PRIVATE MANAGEMENT GROUP INC (928.81K).

189 Institutional Holders

6,537,251 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
CLEARLAKE CAPITAL GROUP, L.P.	31 Dec, 2025	3,825,000	0	0.00%	$95,625,000.00
BlackRock, Inc.	31 Dec, 2025	3,400,804	179,170	5.56%	$85,020,100.00
LITTLEJOHN & CO LLC	31 Dec, 2025	2,426,359	2,426,359	0.00%	$60,658,975.00
VANGUARD GROUP INC	31 Dec, 2025	2,342,425	-11,183	-0.48%	$58,560,625.00
JANE STREET GROUP, LLC	31 Dec, 2025	1,359,966	727,773	115.12%	$33,999,150.00
Irenic Capital Management LP	31 Dec, 2025	1,229,819	0	0.00%	$30,745,475.00
Paralel Advisors LLC	31 Dec, 2025	975,000	0	0.00%	$24,375,000.00
FMR LLC	31 Dec, 2025	961,868	231,147	31.63%	$24,046,700.00
STATE STREET CORP	31 Dec, 2025	949,784	19,854	2.13%	$23,744,600.00
PRIVATE MANAGEMENT GROUP INC	31 Dec, 2025	928,807	-7,680	-0.82%	$23,220,175.00
Melqart Asset Management (UK) Ltd	31 Dec, 2025	849,876	467,482	122.25%	$21,246,900.00
CIBC WORLD MARKET INC.	31 Dec, 2025	784,731	28,693	3.80%	$19,618,275.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	531,614	11,849	2.28%	$13,292,641.00
UBS Group AG	31 Dec, 2025	491,835	-49,333	-9.12%	$12,295,875.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	481,944	-27,899	-5.47%	$12,048,600.00
BNP PARIBAS FINANCIAL MARKETS	31 Dec, 2025	404,706	208,096	105.84%	$10,117,650.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	384,708	-130,163	-25.28%	$9,617,700.00
MORGAN STANLEY	31 Dec, 2025	344,071	-62,087	-15.29%	$8,601,792.00
Walleye Capital LLC	31 Dec, 2025	326,294	137,133	72.50%	$8,157,350.00
CITADEL ADVISORS LLC	31 Dec, 2025	309,598	236,115	321.32%	$7,739,950.00

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