HolderBook

FINWARD BANCORP (FNWD)

Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.

70
Reporting holders
$72.8M
Reported value
45.8%
Of shares outstanding
0.0%
Held as options
-2
Holder change

Institutions report 1,985,956 shares against 4,333,002 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
ALLIANCEBERNSTEIN L.P.$15.1M417,1900.01%19q+0.8%+$125.4K
PL Capital Advisors, LLC$14.6M395,7164.05%18qHELD
VANGUARD CAPITAL MANAGEMENT LLC$6.0M162,1490.00%2qHELD
Finward Bancorp$4.8M131,3603.66%7qHELD
ENDEAVOUR CAPITAL ADVISORS INC$3.7M99,5430.75%19qHELD
Elizabeth Park Capital Advisors, Ltd.$2.1M57,6221.46%newNEW
WELLINGTON MANAGEMENT GROUP LLP$2.0M53,6560.00%4q-2.8%-$57.2K
RAFFLES ASSOCIATES LP$2.0M53,1600.86%18q+100.0%+$977.6K
RENAISSANCE TECHNOLOGIES LLC$1.7M45,3000.00%11qHELD
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$1.7M44,9400.00%2q+0.7%+$11.0K
GEODE CAPITAL MANAGEMENT, LLC$1.5M41,9700.00%18q-48.0%-$1.4M
Caldwell Trust Co$1.5M40,4300.12%13qHELD
MILLENNIUM MANAGEMENT LLC$1.3M36,0860.00%newNEW
FIFTH THIRD BANCORP$1.1M29,8050.00%19q+2880.5%+$1.1M
DIMENSIONAL FUND ADVISORS LP$878.1K23,8810.00%9q-1.2%-$10.9K
VANGUARD FIDUCIARY TRUST CO$875.7K23,8080.00%2q+1.3%+$11.4K
Fiduciary Trust Co$858.1K23,3300.01%2q+140.8%+$501.7K
BlackRock, Inc.$827.7K22,5030.00%8q-86.0%-$5.1M
Fourthstone LLC$771.5K20,9760.55%newNEW
PNC Financial Services Group, Inc.$736.8K20,0330.00%13qHELD
AQR CAPITAL MANAGEMENT LLC$726.8K19,7600.00%4q+25.1%+$146.0K
STATE STREET CORP$607.6K16,5200.00%18q-66.8%-$1.2M
CITADEL ADVISORS LLC$592.5K16,1100.00%3q+182.2%+$382.5K
OLD NATIONAL BANCORP /IN/$588.4K15,9990.01%5qHELD
JANE STREET GROUP, LLC$577.0K15,6870.00%newNEW
Squarepoint Ops LLC$512.6K13,9370.00%newNEW
Black Maple Capital Management LP$448.6K12,1970.25%10q-16.9%-$91.3K
Mesirow Financial Investment Management, Inc.$392.3K10,6670.01%11qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$386.5K10,5090.00%3q+14.7%+$49.4K
GOLDMAN SACHS GROUP INC$356.2K9,6840.00%3q-82.2%-$1.6M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$352.0K9,5710.00%newNEW
MORGAN STANLEY$347.2K9,4400.00%19q-22.5%-$100.9K
UBS Group AG$327.6K8,9070.00%19q-5.6%-$19.5K
NORTHERN TRUST CORP$314.1K8,5410.00%18q-71.7%-$795.8K
Private Advisor Group, LLC$308.4K8,3840.00%9qHELD
COMMONWEALTH EQUITY SERVICES, LLC$294.3K8,0010.00%7qHELD
Qube Research & Technologies Ltd$269.5K7,3280.00%newNEW
AMERICAN CENTURY COMPANIES INC$239.7K6,5170.00%3qHELD
TWO SIGMA INVESTMENTS, LP$231.9K6,3060.00%newNEW
Quadrature Capital Ltd$231.3K6,2890.00%newNEW
Aster Capital Management (DIFC) Ltd$217.4K5,9100.02%newNEW
Daytona Street Capital LLC$215.6K6,0000.16%newNEW
NEW YORK STATE COMMON RETIREMENT FUND$68.9K1,8730.00%5q-24.3%-$22.1K
Russell Investments Group, Ltd.$65.1K1,7710.00%4q-16.7%-$13.1K
Vanguard Global Advisers, LLC$47.4K1,2890.00%2qHELD
LOS ANGELES CAPITAL MANAGEMENT LLC$32.5K8830.00%newNEW
FEDERATED HERMES, INC.$29.6K8050.00%6q+1.5%
ROYAL BANK OF CANADA$20.0K5460.00%5q+82.0%+$9.0K
MERCER GLOBAL ADVISORS INC /ADV$18.8K5110.00%newNEW
Trust Co$18.4K5000.00%3qHELD
Arax Advisory Partners$16.8K4570.00%2q+45600.0%+$16.8K
Johnson Financial Group, Inc.$11.4K3110.00%4qHELD
HORIZON BANCORP INC /IN/$10.0K2680.00%15qHELD
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.3K2270.00%3qHELD
FMR LLC$7.2K1960.00%5q-2.5%
BARCLAYS PLC$4.9K1330.00%8q-86.1%-$30.2K
Integrated Wealth Concepts LLC$3.5K940.00%newNEW
HUNTINGTON NATIONAL BANK$3.2K880.00%4qHELD
EverSource Wealth Advisors, LLC$1.8K500.00%4q-7.4%
JPMORGAN CHASE & CO$1.8K490.00%5q-96.5%-$48.5K
IFP Advisors, Inc$1.8K480.00%4q+29.7%
Essential Partners LLC$1.7K470.00%4q-81.9%-$7.8K
ACADIAN ASSET MANAGEMENT LLC$1.5K41,3750.00%4q+1.4%
BNP PARIBAS FINANCIAL MARKETS$1.0K280.00%7q-96.6%-$29.1K
Allworth Financial LP$883240.00%4q+84.6%
True Wealth Design, LLC$515140.00%4qHELD
Farther Finance Advisors, LLC$25670.00%3q+16.7%
ROTHSCHILD INVESTMENT LLC$18450.00%2q+150.0%
Fortitude Family Office, LLC$3710.00%newNEW
Basecamp Wealth Advisors LLC$3710.00%newFIRST
State of Alaska, Department of Revenue$215790.00%3qHELD
Capital Advisors, Ltd. LLC$1190.00%8qHELD
Covestor Ltd$080.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202670$72.8M1,985,9561616180.0%
Q1 202672$74.1M2,054,856715210.0%
Q4 202565$72.2M2,050,7401224110.0%
Q3 202554$60.9M1,898,5511513110.0%
Q2 202544$49.7M1,799,347161340.0%
Q1 202532$45.6M1,565,5332980.0%
Q4 202432$44.2M1,573,3292940.0%
Q3 202429$44.1M1,380,2234750.0%
Q2 202426$32.9M1,343,3464870.0%
Q1 202422$31.1M1,265,7423770.0%
Q4 202321$29.3M1,162,1063830.0%
Q3 202319$24.6M1,115,5120560.0%
Q2 202320$24.3M1,107,8834340.0%
Q1 202318$29.9M1,027,3720540.0%
Q4 202219$35.8M988,3033720.0%
Q3 202223$33.6M986,7041430.0%
Q2 202225$36.7M979,2454740.0%
Q1 202224$41.2M891,1628820.0%
Q4 202120$22.4M486,58215110.0%
Q3 20215$7.8M190,5280200.0%
Q2 20215$8.2M182,7284000.0%
Q1 20211$72.0K1,7070000.0%
Q4 20201$61.3K1,7070010.0%
Q3 20201$64.6K2,1070000.0%
Q2 20201$69.1K2,1070000.0%
Q1 20201$67.4K2,1070000.0%
Q4 20191$96.7K2,1070000.0%