Finward Bancorp - FNWD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Added to | 413,735 | 14,559 | 0.0% | 0.0% | 1 | +1,000 | 0.24% | Q1 2026 | May 15, 2026 |
| PL Capital Advisors, LLC | History | No change | 395,716 | 14,364 | 4.33% | 4.39% | 2 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 200,007 | 7,038 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 162,302 | 5,891 | 0.0% | — | 4 | +162,302 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 160,243 | 5,816 | 0.0% | 0.0% | 5 | -1,423 | -0.88% | Q1 2026 | May 13, 2026 |
| Finward Bancorp | History | Reduced | 131,560 | 4,775 | 3.82% | 3.72% | 6 | -4,728 | -3.47% | Q1 2026 | Apr 10, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 99,543 | 3,613 | 0.82% | 0.97% | 7 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 80,650 | 2,927 | 0.0% | 0.0% | 8 | -1,309 | -1.6% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 55,210 | 2,004 | 0.0% | 0.0% | 9 | +1,161 | 2.15% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 54,417 | 1,975 | 0.0% | 0.0% | 10 | -145 | -0.27% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 49,766 | 1,806 | 0.0% | 0.0% | 11 | +2,660 | 5.65% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 45,100 | 1,637 | 0.0% | 0.0% | 12 | -4,334 | -8.77% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 44,640 | 1,620 | 0.0% | — | 13 | +44,640 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 40,814 | 1,477 | 0.0% | 0.0% | 14 | +2,769 | 7.28% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 40,430 | 1,467 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Added to | 30,179 | 1,095 | 0.0% | 0.0% | 16 | +971 | 3.32% | Q1 2026 | May 14, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 26,580 | 964 | 0.84% | 0.7% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 24,178 | 877 | 0.0% | 0.0% | 18 | +1,309 | 5.72% | Q1 2026 | May 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 23,498 | 852 | 0.0% | — | 19 | +23,498 | New | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,046 | 727 | 0.0% | 0.0% | 20 | +2 | 0.01% | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 19,820 | 719 | 0.0% | — | 21 | +19,820 | New | Q1 2026 | May 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 15,999 | 580 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,790 | 573 | 0.0% | 0.0% | 23 | +437 | 2.85% | Q1 2026 | May 15, 2026 |
| Black Maple Capital Management LP | History | Reduced | 14,678 | 532 | 0.3% | 0.52% | 24 | -6,564 | -30.9% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 12,182 | 442 | 0.0% | 0.0% | 25 | -1,406 | -10.35% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 10,667 | 387 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 9,982 | 362 | 0.0% | 0.0% | 27 | -399 | -3.84% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | New | 9,690 | 351 | 0.0% | — | 28 | +9,690 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 9,438 | 342 | 0.0% | 0.0% | 29 | -14,269 | -60.19% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,166 | 332 | 0.0% | 0.0% | 30 | +2,424 | 35.95% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | No change | 8,384 | 304 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,076 | 293 | 0.0% | 0.0% | 32 | -828 | -9.3% | Q1 2026 | May 05, 2026 |
| Trexquant Investment LP | History | Reduced | 7,965 | 289 | 0.0% | 0.0% | 34 | -2,268 | -22.16% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,980 | 289 | 0.0% | 0.0% | 33 | +21 | 0.26% | Q1 2026 | Apr 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 6,517 | 236 | 0.0% | 0.0% | 35 | +111 | 1.73% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,709 | 207 | 0.0% | 0.0% | 36 | -6,542 | -53.4% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,474 | 89 | 0.0% | 0.0% | 38 | -58 | -2.29% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,473 | 89 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,126 | 77 | 0.0% | 0.0% | 39 | +228 | 12.01% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,638 | 59 | 0.0% | 0.0% | 40 | +34 | 2.12% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | New | 1,532 | 55 | 0.0% | — | 41 | +1,532 | New | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,395 | 50 | 0.0% | 0.0% | 42 | -274 | -16.42% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,296 | 47 | 0.0% | 0.0% | 43 | -2,551 | -66.31% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,289 | 46 | 0.0% | — | 44 | +1,289 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,219 | 44 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,000 | 36 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Reduced | 955 | 34 | 0.0% | 0.0% | 47 | -4,448 | -82.32% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 897 | 32 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 818 | 29 | 0.0% | 0.0% | 49 | -852 | -51.02% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 793 | 28 | 0.0% | 0.0% | 50 | +6 | 0.76% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 665 | 24 | 0.0% | 0.0% | 51 | +373 | 127.74% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 579 | 21 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trust Co | History | No change | 500 | 18 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 350 | 12 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 300 | 11 | 0.0% | 0.0% | 56 | -230 | -43.4% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | No change | 309 | 11 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | No change | 311 | 11 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 268 | 10 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | No change | 260 | 9 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 227 | 8 | 0.0% | 0.0% | 60 | +127 | 127.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 201 | 7 | 0.0% | 0.0% | 61 | -5 | -2.43% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 186 | 6 | 0.0% | 0.0% | 62 | -24 | -11.43% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 159 | 5 | 0.0% | 0.0% | 63 | +81 | 103.85% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 114 | 4 | 0.0% | 0.0% | 64 | -84 | -42.42% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 88 | 3 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | No change | 37 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,129 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,950 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,765 | -100.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 11 | 0 | — | — | — | +7 | 175.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 13 | 0 | — | — | — | +4 | 44.44% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |