Finward Bancorp - Common Stock (FNWD) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2019 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
FNWD on Nasdaq
Shares outstanding
4,340,903
Price per share
$35.20
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,937,731
Total reported value
$62,176,405
% of total 13F portfolios
0%
Share change
+129,680
Value change
+$4,555,942
Number of holders
59
Price from insider filings
$35.20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Finward Bancorp - Common Stock (FNWD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ALLIANCEBERNSTEIN L.P. 9.3% +30% $12,954,861 +$2,946,311 403,704 +29% AllianceBernstein L.P. 30 Sep 2025

As of 30 Sep 2025, 59 institutional investors reported holding 1,937,731 shares of Finward Bancorp - Common Stock (FNWD). This represents 45% of the company’s total 4,340,903 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Finward Bancorp - Common Stock (FNWD) together control 44% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ALLIANCEBERNSTEIN L.P. 9.3% 403,704 +14% 0% $12,954,861
PL Capital Advisors, LLC 9.1% 395,716 0% 4.2% $12,698,526
VANGUARD GROUP INC 4.5% 194,627 -0.61% 0% $6,245,580
BlackRock, Inc. 3.5% 152,165 +16% 0% $4,882,976
Finward Bancorp 3.2% 136,842 -3.2% 3.3% $4,391,277
ENDEAVOUR CAPITAL ADVISORS INC 2.3% 99,543 0% 0.97% $3,194,335
GEODE CAPITAL MANAGEMENT, LLC 1.9% 81,246 -0.52% 0% $2,607,522
WELLINGTON MANAGEMENT GROUP LLP 1.1% 49,758 0% $1,596,734
RENAISSANCE TECHNOLOGIES LLC 1.1% 49,076 +162% 0% $1,574,849
STATE STREET CORP 1.1% 45,623 +36% 0% $1,464,042
Caldwell Trust Co 0.93% 40,430 0% 0.12% $1,297,399
ACADIAN ASSET MANAGEMENT LLC 0.76% 33,148 0% $1,057,000
NORTHERN TRUST CORP 0.73% 31,539 -4.6% 0% $1,012,087
Black Maple Capital Management LP 0.69% 30,000 0% 0.7% $962,700
RAFFLES ASSOCIATES LP 0.61% 26,580 0% 0.79% $852,952
DIMENSIONAL FUND ADVISORS LP 0.49% 21,458 -1.7% 0% $688,617
PNC Financial Services Group, Inc. 0.46% 20,010 +0.05% 0% $642,121
OLD NATIONAL BANCORP /IN/ 0.37% 15,999 -0.01% 0.01% $513,407
MORGAN STANLEY 0.3% 12,810 +34% 0% $411,087
UBS Group AG 0.26% 11,400 +63% 0% $365,826
AQR CAPITAL MANAGEMENT LLC 0.25% 10,933 0% $350,840
Mesirow Financial Investment Management, Inc. 0.25% 10,667 0% 0.01% $342,304
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.24% 10,381 0% 0% $333,126
Bank of New York Mellon Corp 0.2% 8,755 0% $280,950
Private Advisor Group, LLC 0.19% 8,384 0% 0% $269,043

Institutional Holders of Finward Bancorp - Common Stock (FNWD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 514 $18,088 +$17,560 $35.20 2
2025 Q3 1,937,731 $62,176,405 +$4,555,942 $32.09 59
2025 Q2 1,807,409 $49,920,321 +$6,182,036 $27.62 48
2025 Q1 1,575,442 $45,844,808 -$216,701 $29.10 35
2024 Q4 1,583,229 $44,503,066 +$1,472,044 $28.11 36
2024 Q3 1,382,260 $44,204,631 +$965,240 $31.98 32
2024 Q2 1,343,613 $32,946,469 +$1,628,132 $24.52 27
2024 Q1 1,277,230 $31,421,001 +$2,323,629 $24.60 24
2023 Q4 1,172,076 $29,572,607 +$1,423,855 $25.24 23
2023 Q3 1,126,463 $24,880,226 +$165,939 $22.13 21
2023 Q2 1,118,990 $24,537,883 +$1,618,252 $22.00 23
2023 Q1 1,038,746 $30,232,357 +$101,336 $29.10 21
2022 Q4 1,031,749 $37,353,583 +$1,676,242 $36.20 24
2022 Q3 986,634 $33,558,866 +$191,538 $34.01 21
2022 Q2 979,245 $36,713,927 +$3,025,482 $37.49 25
2022 Q1 891,162 $41,181,034 +$18,686,647 $46.21 24
2021 Q4 486,531 $22,446,949 +$13,662,560 $46.22 19
2021 Q3 190,528 $7,822,841 +$320,476 $41.06 5
2021 Q2 182,728 $8,150,193 +$8,075,000 $44.51 5
2021 Q1 1,707 $72,035 $42.20 1
2020 Q4 1,707 $61,281 -$14,360 $35.90 1
2020 Q3 2,107 $64,580 $30.65 1
2020 Q2 2,107 $69,110 $32.80 1
2020 Q1 2,107 $67,424 $32.00 1
2019 Q4 2,107 $96,711 $45.90 1