DaveManuel.com · Institutional Ownership · Who Owns It
FORWARD INDUSTRIES INC (FWDI)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
90
Reporting holders
$169.1M
Reported value
51.9%
Of shares outstanding
0.4%
Calls
0.2%
Puts
+19
Holder change
Institutions report 38,343,567 shares against 73,846,883 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 |
|---|---|---|---|---|---|
| Galaxy Digital Inc. | $34.2M | 8,108,108 | 2.02% | 2q | HELD |
| J Digital 6 LLC | $33.5M | 7,947,843 | 19.84% | 4q | HELD |
| BlackRock, Inc. | $15.7M | 3,710,811 | 0.00% | 2q | +1650.7%+$14.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $14.3M | 1,943,824 | 0.00% | 2q | +80.8%+$6.4M |
| Alyeska Investment Group, L.P. | $13.7M | 3,250,161 | 0.04% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.3M | 2,682,734 | 0.00% | 2q | +262.2%+$8.2M |
| Ghisallo Capital Management LLC | $4.2M | 1,006,882 | 0.08% | 2q | HELD |
| Long Corridor Asset Management Ltd | $4.2M | 994,164 | 1.27% | 2q | HELD |
| STATE STREET CORP | $4.2M | 988,926 | 0.00% | 2q | +211.8%+$2.8M |
| Weiss Asset Management LP | $3.8M | 904,581 | 0.04% | new | NEW |
| CITADEL ADVISORS LLC | $3.7M incl. $414.8K options CALL+PUT | 785,784 | 0.00% | 2q | +31.3%+$890.2K |
| Polar Asset Management Partners Inc. | $3.7M | 874,537 | 0.06% | 2q | -7.5%-$301.0K |
| NORTHERN TRUST CORP | $2.0M | 474,529 | 0.00% | 2q | +226.3%+$1.4M |
| Nuveen, LLC | $1.9M | 446,255 | 0.00% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 415,422 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.7M | 412,319 | 0.00% | 2q | +16.0%+$239.9K |
| UBS Group AG | $1.6M | 388,013 | 0.00% | 2q | +215.9%+$1.1M |
| LAZARD ASSET MANAGEMENT LLC | $851.9K | 201,869 | 0.00% | 2q | -49.5%-$834.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $830.4K incl. $245.2K options CALL+PUT | 138,684 | 0.00% | 2q | -46.9%-$733.3K |
| MORGAN STANLEY | $809.8K | 191,896 | 0.00% | 2q | +74.8%+$346.5K |
| RENAISSANCE TECHNOLOGIES LLC | $797.0K | 188,854 | 0.00% | 2q | -52.8%-$892.0K |
| Bank of New York Mellon Corp | $739.0K | 175,121 | 0.00% | 2q | +887.6%+$664.2K |
| ParaFi Capital LP | $684.3K | 162,164 | 0.19% | 2q | HELD |
| Pantera Capital Partners LP | $646.0K | 153,070 | 0.63% | 2q | -25.0%-$215.3K |
| MOORE CAPITAL MANAGEMENT, LP | $633.0K | 150,000 | 0.01% | 2q | -25.0%-$211.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $592.3K | 140,359 | 0.00% | 2q | +259.4%+$427.5K |
| WOLVERINE ASSET MANAGEMENT LLC | $420.1K | 99,539 | 0.00% | 2q | -75.2%-$1.3M |
| Man Group plc | $387.9K | 91,926 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $374.5K | 88,735 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $272.3K | 64,537 | 0.00% | new | NEW |
| HSBC HOLDINGS PLC | $262.4K | 32,116 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $255.5K | 60,536 | 0.00% | new | NEW |
| RBF Capital, LLC | $252.2K | 59,755 | 0.01% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $249.9K | 59,214 | 0.00% | 2q | -62.9%-$423.2K |
| GROUP ONE TRADING LLC | $249.3K incl. $134.6K options CALL+PUT | 27,169 | 0.00% | new | NEW |
| Cable Car Capital, LP | $228.1K | 54,055 | 0.00% | 2q | HELD |
| Sullivan Wood Capital Management LLC | $227.9K | 54,000 | 0.31% | 2q | +107.7%+$118.2K |
| WELLS FARGO & COMPANY/MN | $219.3K | 51,959 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $215.0K | 50,913 | 0.00% | new | NEW |
| Summit Financial, LLC | $212.0K | 50,230 | 0.00% | 2q | +43.7%+$64.5K |
| IMC-Chicago, LLC | $208.4K incl. $157.8K options CALL+PUT | 11,987 | 0.00% | new | NEW |
| CITIGROUP INC | $195.3K | 46,281 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $173.6K | 41,132 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $164.5K | 38,972 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $161.2K | 38,209 | 0.00% | 2q | -73.4%-$445.4K |
| MILLENNIUM MANAGEMENT LLC | $160.6K | 38,061 | 0.00% | 2q | -90.6%-$1.5M |
| Invesco Ltd. | $136.2K | 32,278 | 0.00% | new | NEW |
| Saba Capital Management, L.P. | $133.2K | 31,573 | 0.00% | 2q | +126.1%+$74.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $120.1K | 28,448 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $115.8K | 27,440 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $109.9K | 25,868 | 0.00% | 2q | +4.0%+$4.3K |
| JANE STREET GROUP, LLC | $109.7K CALL | options only | 0.00% | 2q | OPTIONS |
| ALLIANCEBERNSTEIN L.P. | $97.1K | 23,000 | 0.00% | new | NEW |
| SG Americas Securities, LLC | $91.0K | 21,614 | 0.00% | 2q | -7.6%-$7.5K |
| WINTON GROUP Ltd | $88.2K | 20,900 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $77.2K | 18,298 | 0.00% | new | NEW |
| State of Wyoming | $73.2K | 17,354 | 0.01% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $73.2K | 17,337 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $69.6K | 16,500 | 0.00% | new | NEW |
| Cetera Investment Advisers | $69.0K | 16,348 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $68.8K | 16,315 | 0.00% | 2q | +8309.8%+$68.0K |
| nVerses Capital, LLC | $66.1K | 15,671 | 0.10% | new | NEW |
| SIMPLEX TRADING, LLC | $65.8K incl. $50.6K options CALL+PUT | 3,593 | 0.00% | 2q | HELD |
| INTECH INVESTMENT MANAGEMENT LLC | $61.8K | 14,656 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $55.3K | 13,115 | 0.00% | 2q | +99.1%+$27.5K |
| STRS OHIO | $51.5K | 12,200 | 0.00% | new | NEW |
| Wealthspire Advisors, LLC | $50.6K | 12,000 | 0.00% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $50.0K | 11,858 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $46.1K | 10,925 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $42.2K | 10,000 | 0.00% | new | NEW |
| Legal & General Group Plc | $25.4K | 6,019 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $23.8K | 5,631 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $22.5K | 5,342 | 0.00% | 2q | +848.8%+$20.2K |
| Russell Investments Group, Ltd. | $21.1K | 4,997 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $12.0K | 2,766 | 0.00% | 2q | +428.9%+$9.7K |
| SBI Securities Co., Ltd. | $5.4K | 1,274 | 0.00% | 2q | +546.7%+$4.5K |
| Sterling Capital Management LLC | $5.3K | 1,250 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.6K | 854 | 0.00% | new | NEW |
| FMR LLC | $1.9K | 440 | 0.00% | 2q | +77.4% |
| Caitong International Asset Management Co., Ltd | $1.7K | 395 | 0.00% | 2q | -97.9%-$77.3K |
| Allied Private Wealth LLC | $1.3K | 330 | 0.00% | new | FIRST |
| HUNTINGTON NATIONAL BANK | $1.3K | 301 | 0.00% | 2q | HELD |
| Quarry LP | $481 | 114 | 0.00% | new | NEW |
| Strategic Wealth Partners, Ltd. | $422 | 100 | 0.00% | 2q | HELD |
| Jump Financial, LLC | $422 | 100 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $219 | 52 | 0.00% | 2q | -98.6%-$14.9K |
| JONES FINANCIAL COMPANIES LLLP | $198 | 50 | 0.00% | new | NEW |
| Crewe Advisors LLC | $47 | 11 | 0.00% | 2q | HELD |
| MCDONALD PARTNERS LLC | $34 | 8 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $27 | 6 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-24 | 2026-09-22 | Material agreement entered | filing |
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 | $367.6K | 47,127 | 8 | 2 | 3 | 0.0% |
| Q2 2026 | 90 | $169.1M | 38,343,567 | 42 | 21 | 14 | 0.7% |
| Q1 2026 | 71 | $152.4M | 33,955,796 | 67 | 0 | 1 | 1.3% |
| Q4 2025 | 71 | $286.6M | 42,785,355 | 43 | 11 | 8 | 1.3% |
| Q3 2025 | 42 | $911.5M | 39,801,321 | 32 | 5 | 2 | 0.5% |
| Q2 2025 | 11 | $633.2K | 108,133 | 2 | 2 | 2 | 0.0% |
| Q1 2025 | 11 | $385.8K | 93,027 | 1 | 3 | 4 | 0.0% |
| Q4 2024 | 11 | $526.6K | 106,423 | 3 | 3 | 2 | 0.0% |
| Q3 2024 | 7 | $349.7K | 93,858 | 0 | 2 | 2 | 0.0% |
| Q2 2024 | 8 | $462.0K | 97,053 | 8 | 0 | 0 | 0.0% |
| Q4 2018 | 3 | $9.5M | 402,548 | 0 | 0 | 0 | 0.0% |