FINWARD BANCORP (FNWD)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
Institutions report 2,027,324 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $15.1M | 417,190 | 0.01% | 19q | +0.8%+$125.4K |
| PL Capital Advisors, LLC | $14.6M | 395,716 | 4.05% | 18q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.0M | 162,149 | 0.00% | 2q | HELD |
| Finward Bancorp | $4.8M | 131,360 | 3.66% | 7q | HELD |
| ENDEAVOUR CAPITAL ADVISORS INC | $3.7M | 99,543 | 0.75% | 19q | HELD |
| Elizabeth Park Capital Advisors, Ltd. | $2.1M | 57,622 | 1.46% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $2.0M | 53,656 | 0.00% | 4q | -2.8%-$57.2K |
| RAFFLES ASSOCIATES LP | $2.0M | 53,160 | 0.86% | 18q | +100.0%+$977.6K |
| RENAISSANCE TECHNOLOGIES LLC | $1.7M | 45,300 | 0.00% | 11q | HELD |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $1.7M | 44,940 | 0.00% | 2q | +0.7%+$11.0K |
| GEODE CAPITAL MANAGEMENT, LLC | $1.5M | 41,970 | 0.00% | 18q | -48.0%-$1.4M |
| ACADIAN ASSET MANAGEMENT LLC | $1.5M | 41,375 | 0.00% | 4q | +1.4%+$20.6K |
| Caldwell Trust Co | $1.5M | 40,430 | 0.12% | 13q | HELD |
| MILLENNIUM MANAGEMENT LLC | $1.3M | 36,086 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $1.1M | 29,805 | 0.00% | 19q | +2880.5%+$1.1M |
| DIMENSIONAL FUND ADVISORS LP | $878.1K | 23,881 | 0.00% | 9q | -1.2%-$10.9K |
| VANGUARD FIDUCIARY TRUST CO | $875.7K | 23,808 | 0.00% | 2q | +1.3%+$11.4K |
| Fiduciary Trust Co | $858.1K | 23,330 | 0.01% | 2q | +140.8%+$501.7K |
| BlackRock, Inc. | $827.7K | 22,503 | 0.00% | 8q | -86.0%-$5.1M |
| Fourthstone LLC | $771.5K | 20,976 | 0.55% | new | NEW |
| PNC Financial Services Group, Inc. | $736.8K | 20,033 | 0.00% | 13q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $726.8K | 19,760 | 0.00% | 4q | +25.1%+$146.0K |
| STATE STREET CORP | $607.6K | 16,520 | 0.00% | 18q | -66.8%-$1.2M |
| CITADEL ADVISORS LLC | $592.5K | 16,110 | 0.00% | 3q | +182.2%+$382.5K |
| OLD NATIONAL BANCORP /IN/ | $588.4K | 15,999 | 0.01% | 5q | HELD |
| JANE STREET GROUP, LLC | $577.0K | 15,687 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $512.6K | 13,937 | 0.00% | new | NEW |
| Black Maple Capital Management LP | $448.6K | 12,197 | 0.25% | 10q | -16.9%-$91.3K |
| Mesirow Financial Investment Management, Inc. | $392.3K | 10,667 | 0.01% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $386.5K | 10,509 | 0.00% | 3q | +14.7%+$49.4K |
| GOLDMAN SACHS GROUP INC | $356.2K | 9,684 | 0.00% | 3q | -82.2%-$1.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $352.0K | 9,571 | 0.00% | new | NEW |
| MORGAN STANLEY | $347.2K | 9,440 | 0.00% | 19q | -22.5%-$100.9K |
| UBS Group AG | $327.6K | 8,907 | 0.00% | 19q | -5.6%-$19.5K |
| NORTHERN TRUST CORP | $314.1K | 8,541 | 0.00% | 18q | -71.7%-$795.8K |
| Private Advisor Group, LLC | $308.4K | 8,384 | 0.00% | 9q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $294.3K | 8,001 | 0.00% | 7q | HELD |
| Qube Research & Technologies Ltd | $269.5K | 7,328 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $239.7K | 6,517 | 0.00% | 3q | HELD |
| TWO SIGMA INVESTMENTS, LP | $231.9K | 6,306 | 0.00% | new | NEW |
| Quadrature Capital Ltd | $231.3K | 6,289 | 0.00% | new | NEW |
| Aster Capital Management (DIFC) Ltd | $217.4K | 5,910 | 0.05% | new | NEW |
| Daytona Street Capital LLC | $215.6K | 6,000 | 0.16% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $68.9K | 1,873 | 0.00% | 5q | -24.3%-$22.1K |
| Russell Investments Group, Ltd. | $65.1K | 1,771 | 0.00% | 4q | -16.7%-$13.1K |
| Vanguard Global Advisers, LLC | $47.4K | 1,289 | 0.00% | 2q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $32.5K | 883 | 0.00% | new | NEW |
| FEDERATED HERMES, INC. | $29.6K | 805 | 0.00% | 6q | +1.5% |
| State of Alaska, Department of Revenue | $21.0K | 579 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $20.0K | 546 | 0.00% | 5q | +82.0%+$9.0K |
| Trust Co | $18.4K | 500 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $16.8K | 457 | 0.00% | 2q | +45600.0%+$16.8K |
| Johnson Financial Group, Inc. | $11.4K | 311 | 0.00% | 4q | HELD |
| HORIZON BANCORP INC /IN/ | $10.0K | 268 | 0.00% | 15q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.3K | 227 | 0.00% | 3q | HELD |
| FMR LLC | $7.2K | 196 | 0.00% | 5q | -2.5% |
| BARCLAYS PLC | $4.9K | 133 | 0.00% | 8q | -86.1%-$30.2K |
| HUNTINGTON NATIONAL BANK | $3.2K | 88 | 0.00% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $1.8K | 50 | 0.00% | 4q | -7.4% |
| JPMORGAN CHASE & CO | $1.8K | 49 | 0.00% | 5q | -96.5%-$48.5K |
| IFP Advisors, Inc | $1.8K | 48 | 0.00% | 4q | +29.7% |
| Essential Partners LLC | $1.7K | 47 | 0.00% | 4q | -81.9%-$7.8K |
| BNP PARIBAS FINANCIAL MARKETS | $1.0K | 28 | 0.00% | 7q | -96.6%-$29.1K |
| Capital Advisors, Ltd. LLC | $1.0K | 19 | 0.00% | 8q | HELD |
| Allworth Financial LP | $883 | 24 | 0.00% | 4q | +84.6% |
| True Wealth Design, LLC | $515 | 14 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $256 | 7 | 0.00% | 3q | +16.7% |
| ROTHSCHILD INVESTMENT LLC | $184 | 5 | 0.00% | 2q | +150.0% |
| Fortitude Family Office, LLC | $37 | 1 | 0.00% | new | NEW |
| Basecamp Wealth Advisors LLC | $37 | 1 | 0.00% | 2q | -50.0% |
| Covestor Ltd | $0 | 8 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $7.8M | 187,497 | 3 | 0 | 5 | 0.0% |
| Q2 2026 | 71 | $74.4M | 2,027,324 | 14 | 17 | 19 | 0.0% |
| Q1 2026 | 77 | $75.6M | 2,095,242 | 8 | 16 | 21 | 0.0% |
| Q4 2025 | 71 | $73.6M | 2,090,656 | 13 | 26 | 12 | 0.0% |
| Q3 2025 | 60 | $62.3M | 1,940,644 | 17 | 13 | 11 | 0.0% |
| Q2 2025 | 48 | $49.9M | 1,807,666 | 17 | 13 | 4 | 0.0% |
| Q1 2025 | 36 | $45.8M | 1,575,461 | 2 | 9 | 8 | 0.0% |
| Q4 2024 | 36 | $44.5M | 1,583,230 | 3 | 9 | 4 | 0.0% |
| Q3 2024 | 32 | $44.2M | 1,382,260 | 6 | 7 | 5 | 0.0% |
| Q2 2024 | 27 | $32.9M | 1,343,614 | 4 | 8 | 7 | 0.0% |
| Q1 2024 | 24 | $31.4M | 1,278,110 | 3 | 8 | 7 | 0.0% |
| Q4 2023 | 23 | $29.6M | 1,174,196 | 4 | 8 | 3 | 0.0% |
| Q3 2023 | 22 | $24.9M | 1,126,500 | 0 | 5 | 8 | 0.0% |
| Q2 2023 | 23 | $24.5M | 1,118,990 | 5 | 3 | 4 | 0.0% |
| Q1 2023 | 21 | $30.2M | 1,038,746 | 0 | 5 | 5 | 0.0% |
| Q4 2022 | 24 | $37.4M | 1,031,749 | 4 | 8 | 2 | 0.0% |
| Q3 2022 | 23 | $33.6M | 986,704 | 1 | 4 | 4 | 0.0% |
| Q2 2022 | 25 | $100.6M | 2,684,538 | 4 | 7 | 4 | 0.0% |
| Q1 2022 | 24 | $120.1M | 2,596,455 | 8 | 8 | 2 | 0.0% |
| Q4 2021 | 20 | $101.3M | 2,191,875 | 15 | 1 | 1 | 0.0% |
| Q3 2021 | 5 | $78.6M | 1,895,821 | 0 | 2 | 0 | 0.0% |
| Q2 2021 | 5 | $83.3M | 1,888,021 | 4 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $72.0M | 1,707,000 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $61.3M | 1,707,000 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 1 | $64.6M | 2,107,000 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $69.1M | 2,107,000 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 1 | $67.4K | 2,107 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $96.7M | 2,107,000 | 0 | 0 | 0 | 0.0% |
