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FWRD — FORWARD AIR CORP

Reported value held$225.30M
Funds holding (latest)38
SectorIndustrials
Funds holding (Q2 2026)29
Institutional value$156.68M · 11.62M sh
New / Add / Cut / Exit6 / 11 / 12 / 5
Top-5 / Top-10 concentration61.3% / 81.5%
Institutional holdings change Accumulating +6.8% (+738.87K sh)
Institutional value change Down -13.6%

As of Q2 2026, 29 SEC-registered investment managers reported holding FWRD (FORWARD AIR CORP) in their latest 13F filings, with a combined reported value of $156.68M across 11.62M shares. That is +6.8% by share count (+738.87K shares) versus the previous quarter, while reported value moved -13.6%. Ownership is concentrated: the five largest holders account for 61.3% of reported value and the top ten for 81.5%.

Compared with the prior quarter, 6 opened new positions, 11 added to existing stakes, 12 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

FWRD is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 2.34M $58.56M 0.00% Hold
BlackRock Inc history Q2 2026 2.77M $37.48M 0.00% Reduce
Fidelity Management & Research (FMR) history Q2 2026 2.01M $27.13M 0.00% Add
D. E. Shaw & Co history Q2 2026 1.10M $14.85M 0.01% Add
Goldman Sachs Group history Q2 2026 615.96K $8.32M 0.00% Reduce
Deutsche Bank AG history Q2 2026 613.84K $8.29M 0.00% Add
Geode Capital Management history Q2 2026 581.42K $7.86M 0.00% Add
Morgan Stanley history Q2 2026 464.49K $6.28M 0.00% Add
Citadel Advisors history Q2 2026 441.87K $5.97M 0.00% Reduce
Royce & Associates history Q1 2026 348.00K $5.82M 0.06% Add
Charles Schwab Investment Management history Q2 2026 425.29K $5.75M 0.00% Reduce
Millennium Management history Q2 2026 422.19K $5.70M 0.00% Add
JPMorgan Chase & Co history Q2 2026 274.52K $3.96M 0.00% New
Marshall Wace history Q2 2026 248.39K $3.36M 0.00% New
Northern Trust Corp history Q2 2026 221.14K $2.99M 0.00% Add
UBS Group AG history Q2 2026 210.15K $2.84M 0.00% Reduce
Renaissance Technologies history Q2 2026 190.74K $2.58M 0.00% Reduce
Balyasny Asset Management history Q2 2026 156.47K $2.11M 0.00% New
Point72 Asset Management history Q2 2026 150.00K $2.03M 0.00% Add
AQR Capital Management history Q2 2026 149.76K $2.02M 0.00% Add

View all 38 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc 3.34M 3.22M 3.40M 3.70M 2.77M
Fidelity Management & Research (FMR) 632.09K 730.72K 961.87K 1.09M 2.01M
D. E. Shaw & Co 20.00K 96.50K 129.31K 99.20K 1.10M
Goldman Sachs Group 212.61K 204.21K 243.16K 620.79K 615.96K
Deutsche Bank AG — 32.01K 281.80K 259.31K 613.84K
Geode Capital Management 526.87K 519.76K 531.61K 551.56K 581.42K
Morgan Stanley 530.94K 406.16K 344.07K 417.53K 464.49K
Citadel Advisors 114.21K 374.68K 641.90K 683.94K 441.87K
Charles Schwab Investment Management 586.49K 509.84K 481.94K 497.69K 425.29K
Millennium Management 260.73K 435.89K 68.97K 103.09K 422.19K
JPMorgan Chase & Co 786.88K 501.72K 46.90K — 274.52K
Marshall Wace 85.31K 40.36K — — 248.39K
Northern Trust Corp 232.36K 228.35K 219.94K 219.79K 221.14K
UBS Group AG 902.88K 541.17K 491.83K 755.97K 210.15K
Renaissance Technologies — — — 211.54K 190.74K
Balyasny Asset Management 462.13K — 33.54K — 156.47K
Point72 Asset Management 64.00K 234.07K — 76.56K 150.00K
AQR Capital Management — — — 54.64K 149.76K
Norges Bank Investment Management — — — — 145.30K
Invesco Ltd 259.04K 222.72K 268.96K 312.75K 101.39K

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