FWRD Institutional Ownership & Shareholders
FORWARD AIR CORP (FWRD) is currently held by 186 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $379.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Clearlake Capital Group, L.P. is currently the largest disclosed institutional shareholder of FWRD tracked by InsiderSet, reporting ownership valued at approximately $51.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $63.65M, representing an estimated gain of +23.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed FWRD value among the investors covered in this analysis. Major shareholders include Clearlake Capital Group, L.P., Blackrock, Inc., Bracebridge Capital, Llc, and several other long-term asset managers with concentrated positions in FORWARD AIR CORP (FWRD).
This page ranks the largest institutional FWRD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
186
Total Reported Value
$379.46M
Largest Holder
Clearlake Capital Group, L.P.
Largest Position
$51.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Clearlake Capital Group, L.P. | 9.78% | 3,825,000 | $51,675,750 | $63,648,000 | +$11,972,250 | +23.17% | |
| Blackrock, Inc. | 0.00% | 2,774,600 | $37,484,847 | $46,169,344 | +$8,684,497 | +23.17% | |
| Bracebridge Capital, Llc | 4.11% | 1,404,913 | $18,980,375 | $23,377,752 | +$4,397,377 | +23.17% | |
| Private Management Group Inc | 0.50% | 1,184,883 | $18,069,466 | $19,716,453 | +$1,646,987 | +9.11% | |
| Vanguard Capital Management Llc | 0.00% | 1,169,316 | $15,797,459 | $19,457,418 | +$3,659,959 | +23.17% | |
| Cibc World Market Inc. | 0.02% | 1,072,138 | $14,484,584 | $17,840,376 | +$3,355,792 | +23.17% | |
| D. E. Shaw & Co., Inc. | 0.01% | 1,000,105 | $13,511,419 | $16,641,747 | +$3,130,328 | +23.17% | |
| Hrt Financial Lp | 0.02% | 785,954 | $10,618,000 | $13,078,275 | +$2,460,275 | +23.17% | |
| Geode Capital Management, Llc | 0.00% | 566,587 | $8,643,109 | $9,428,008 | +$784,899 | +9.08% | |
| Bnp Paribas Financial Markets | 0.00% | 596,864 | $8,063,633 | $9,931,817 | +$1,868,184 | +23.17% | |
| State Street Corp | 0.00% | 579,828 | $7,833,476 | $9,648,338 | +$1,814,862 | +23.17% | |
| Qube Research & Technologies Ltd | 0.01% | 565,049 | $7,633,812 | $9,402,415 | +$1,768,603 | +23.17% | |
| Jane Street Group, Llc | 0.00% | 492,458 | $6,653,108 | $8,194,501 | +$1,541,393 | +23.17% | |
| Morgan Stanley | 0.00% | 464,489 | $6,275,256 | $7,729,097 | +$1,453,841 | +23.17% | |
| Charles Schwab Investment Management Inc | 0.00% | 425,287 | $5,745,627 | $7,076,776 | +$1,331,149 | +23.17% | |
| Millennium Management Llc | 0.00% | 422,193 | $5,703,827 | $7,025,292 | +$1,321,465 | +23.17% | |
| Timucuan Asset Management Inc/Fl | 0.20% | 398,551 | $5,384,424 | $6,631,889 | +$1,247,465 | +23.17% | |
| Barclays Plc | 0.00% | 348,274 | $5,311,179 | $5,795,279 | +$484,100 | +9.11% | |
| Diameter Capital Partners Lp | 0.50% | 350,000 | $4,728,500 | $5,824,000 | +$1,095,500 | +23.17% | |
| Tudor Investment Corp Et Al | 0.02% | 343,130 | $4,635,686 | $5,709,683 | +$1,073,997 | +23.17% | |
| Prescott Group Capital Management, L.L.C. | 0.41% | 295,726 | $4,509,821 | $4,920,881 | +$411,060 | +9.11% | |
| Jump Financial, Llc | 0.04% | 312,046 | $4,215,741 | $5,192,445 | +$976,704 | +23.17% | |
| Jpmorgan Chase & Co | 0.00% | 274,517 | $3,961,280 | $4,567,963 | +$606,683 | +15.32% | |
| Mill Road Capital Management Llc | 1.95% | 292,250 | $3,948,298 | $4,863,040 | +$914,742 | +23.17% | |
| Goldman Sachs Group Inc | 0.00% | 253,258 | $3,421,516 | $4,214,213 | +$792,697 | +23.17% | |
| Marshall Wace, Llp | 0.00% | 248,387 | $3,355,708 | $4,133,160 | +$777,452 | +23.17% | |
| Northern Trust Corp | 0.00% | 221,136 | $2,987,548 | $3,679,703 | +$692,155 | +23.17% | |
| Landscape Capital Management, L.L.C. | 0.19% | 221,124 | $2,987,386 | $3,679,503 | +$692,117 | +23.17% | |
| Ubs Group Ag | 0.00% | 210,146 | $2,839,072 | $3,496,829 | +$657,757 | +23.17% | |
| Xtx Topco Ltd | 0.03% | 195,817 | $2,645,488 | $3,258,395 | +$612,907 | +23.17% | |
| Squarepoint Ops Llc | 0.01% | 194,766 | $2,631,289 | $3,240,906 | +$609,617 | +23.17% | |
| Lmr Partners Llp | 0.02% | 192,663 | $2,602,877 | $3,205,912 | +$603,035 | +23.17% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 190,739 | $2,576,884 | $3,173,897 | +$597,013 | +23.17% |
| Diametric Capital, Lp | 0.27% | 189,478 | $2,559,847 | $3,152,914 | +$593,067 | +23.17% | |
| Monarch Alternative Capital Lp | 0.36% | 189,000 | $2,553,390 | $3,144,960 | +$591,570 | +23.17% | |
| Citadel Advisors Llc | 0.00% | 186,574 | $2,520,615 | $3,104,591 | +$583,976 | +23.17% | |
| Vanguard Portfolio Management Llc | 0.00% | 185,756 | $2,509,564 | $3,090,980 | +$581,416 | +23.17% | |
| Susquehanna International Group, Llp | 0.00% | 185,224 | $2,502,376 | $3,082,127 | +$579,751 | +23.17% | |
| Adage Capital Partners Gp, L.L.C. | 0.00% | 177,069 | $2,392,202 | $2,946,428 | +$554,226 | +23.17% | |
| Allianz Asset Management Gmbh | 0.00% | 176,225 | $2,380,800 | $2,932,384 | +$551,584 | +23.17% | |
| Vanguard Fiduciary Trust Co | 0.00% | 165,204 | $2,231,906 | $2,748,995 | +$517,089 | +23.17% | |
| Balyasny Asset Management L.P. | 0.00% | 156,471 | $2,113,923 | $2,603,677 | +$489,754 | +23.17% | |
| Deutsche Bank Ag\ | 0.00% | 134,595 | $2,052,574 | $2,239,661 | +$187,087 | +9.11% | |
| Aqr Capital Management Llc | 0.00% | 149,756 | $2,023,203 | $2,491,940 | +$468,737 | +23.17% | |
| Nuveen, Llc | 0.00% | 149,690 | $2,022,312 | $2,490,842 | +$468,530 | +23.17% | |
| Pdt Partners, Llc | 0.10% | 146,107 | $1,973,906 | $2,431,220 | +$457,314 | +23.17% | |
| Norges Bank | 0.00% | 145,300 | $1,963,003 | $2,417,792 | +$454,789 | +23.17% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 122,703 | $1,657,718 | $2,041,778 | +$384,060 | +23.17% | |
| Carlyle Group Inc. | 0.02% | 107,214 | $1,635,013 | $1,784,041 | +$149,028 | +9.11% | |
| Alpinvest Partners B.V. | 1.90% | 103,330 | $1,575,768 | $1,719,411 | +$143,643 | +9.12% |
Frequently asked questions about FWRD
Who are the largest institutional holders of FWRD?
The largest institutional holders of FWRD reported in the latest SEC Form 13F filings include Clearlake Capital Group, L.P., Blackrock, Inc., Bracebridge Capital, Llc, Private Management Group Inc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported FWRD position.
What is FWRD institutional ownership?
This page tracks FWRD positions reported by institutional investment managers through SEC Form 13F. FORWARD AIR CORP (FWRD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FWRD?
InsiderSet currently tracks 186 institutional managers reporting FWRD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FWRD shareholders.
How much FWRD stock do institutions own?
Institutional investment managers disclosed approximately $379.46M in FWRD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FWRD institutional ownership last updated?
The latest FWRD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FWRD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FWRD position after the reporting date.
Are institutions buying or selling FWRD?
Institutional buying and selling can be analyzed by comparing FWRD positions across consecutive 13F reporting periods. InsiderSet's FWRD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FWRD ownership changes.
How has FWRD institutional ownership changed over time?
InsiderSet tracks FWRD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.