Forward Air Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CLEARLAKE CAPITAL GROUP, L.P. | 11/14/2024 | 3.83 M | $135.41 M | 0.00% | 13.69% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.34 M | $118.08 M | 100.00% | 11.94% |
| VANGUARD GROUP INC | 11/13/2024 | 2.06 M | $73.03 M | -17.12% | 7.38% |
| RIDGEMONT PARTNERS MANAGEMENT, LLC | 10/11/2024 | 1.91 M | $67.64 M | 0.00% | 6.84% |
| LITTLEJOHN & CO LLC | 11/13/2024 | 1.67 M | $58.96 M | -25.63% | 5.96% |
| SCOPUS ASSET MANAGEMENT, L.P. | 11/14/2024 | 1.30 M | $46.04 M | 100.00% | 4.65% |
| MFN PARTNERS MANAGEMENT, LP | 11/13/2024 | 1.29 M | $45.64 M | 42.66% | 4.61% |
| IRENIC CAPITAL MANAGEMENT LP | 11/14/2024 | 1.23 M | $43.53 M | 15.12% | 4.40% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 1.13 M | $39.84 M | 16.96% | 4.03% |
| PRIVATE MANAGEMENT GROUP INC | 10/29/2024 | 1.02 M | $35.98 M | -23.95% | 3.64% |
| STATE STREET CORP | 11/14/2024 | 943,049 | $33.38 M | -20.71% | 3.38% |
| MORGAN STANLEY | 11/14/2024 | 826,456 | $29.26 M | -1.86% | 2.96% |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 11/14/2024 | 797,092 | $28.22 M | 100.00% | 2.85% |
| J. GOLDMAN & CO LP | 11/14/2024 | 750,896 | $26.58 M | 100.00% | 2.69% |
| SCOPUS ASSET MANAGEMENT, L.P. | 11/14/2024 | 750,000 | $26.55 M | 100.00% | 2.68% |
| PARALEL ADVISORS LLC | 11/13/2024 | 750,000 | $26.55 M | 0.00% | 2.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 675,883 | $23.93 M | 4.43% | 2.42% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 588,939 | $20.85 M | -15.25% | 2.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 556,225 | $19.69 M | -22.58% | 1.99% |
| BARCLAYS PLC | 11/19/2024 | 551,900 | $19.54 M | 100.00% | 1.98% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 490,677 | $17.37 M | -8.06% | 1.76% |
| BARCLAYS PLC | 11/19/2024 | 405,200 | $14.34 M | 100.00% | 1.45% |
| GOLDENTREE ASSET MANAGEMENT LP | 11/14/2024 | 404,048 | $14.27 M | 100.00% | 1.45% |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 11/14/2024 | 392,112 | $13.88 M | 54.48% | 1.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 341,100 | $12.07 M | 616.60% | 1.22% |
| ONE FIN CAPITAL MANAGEMENT LP | 11/14/2024 | 335,813 | $11.89 M | 0.00% | 1.20% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 328,491 | $11.63 M | 605.84% | 1.18% |
| JPMORGAN CHASE & CO | 11/08/2024 | 326,921 | $11.57 M | 688.60% | 1.17% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 11/14/2024 | 323,093 | $11.45 M | 100.00% | 1.16% |
| INVESCO LTD. | 11/12/2024 | 303,974 | $10.76 M | 15.38% | 1.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 271,100 | $9.60 M | 365.01% | 0.97% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 233,286 | $8.26 M | 2,161.18% | 0.83% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 224,634 | $7.95 M | -22.70% | 0.80% |
| VERITION FUND MANAGEMENT LLC | 11/14/2024 | 208,396 | $7.38 M | 1,481.63% | 0.75% |
| CITADEL ADVISORS LLC | 11/14/2024 | 203,000 | $7.19 M | 100.99% | 0.73% |
| MOORE CAPITAL MANAGEMENT, LP | 11/14/2024 | 179,500 | $6.35 M | 100.00% | 0.64% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/04/2024 | 154,800 | $5.48 M | -7.08% | 0.55% |
| CAPTION MANAGEMENT, LLC | 11/14/2024 | 153,127 | $5.42 M | 100.00% | 0.55% |
| HRT FINANCIAL LP | 11/12/2024 | 151,891 | $5.38 M | -56.02% | 0.54% |
| CAPTION MANAGEMENT, LLC | 11/14/2024 | 150,000 | $5.31 M | 100.00% | 0.54% |
| CITADEL ADVISORS LLC | 11/14/2024 | 147,700 | $5.23 M | 70.55% | 0.53% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 147,467 | $5.22 M | 55.02% | 0.53% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 122,000 | $4.32 M | -55.15% | 0.44% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/04/2024 | 120,004 | $4.25 M | 32.35% | 0.43% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 117,933 | $4.17 M | -73.83% | 0.42% |
| JEFFERIES FINANCIAL GROUP INC. | 11/14/2024 | 115,167 | $4.08 M | 100.00% | 0.41% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 11/14/2024 | 109,200 | $3.87 M | 100.00% | 0.39% |
| CARLYLE GROUP INC. | 11/08/2024 | 107,214 | $4.12 M | 100.00% | 0.38% |
| ALPINVEST PARTNERS B.V. | 11/08/2024 | 103,330 | $3.97 B | 100.00% | 0.37% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 103,242 | $3.65 M | -37.61% | 0.37% |
Forward Air Corporationinstitutional Ownership - FAQ's
During the previous two years, 334 institutional investors and hedge funds held shares of Forward Air Corporation. The most heavily invested institutionals were:
CLEARLAKE CAPITAL GROUP, L.P.: 3.83 M
BlackRock Funding, Inc. /DE: 3.34 M
VANGUARD GROUP INC: 2.06 M
Ridgemont Partners Management, LLC: 1.91 M
LITTLEJOHN & CO LLC: 1.67 M
SCOPUS ASSET MANAGEMENT, L.P.: 1.3 M
117.91% of Forward Air Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 43.90 M shares in the last 24 months. This purchase volume represents approximately $1.32 B in transactions.