Finward Bancorp - FNWD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 412,735 | 14,524 | 0.0% | 0.0% | 1 | +9,031 | 2.24% | Q4 2025 | Feb 17, 2026 |
| PL Capital Advisors, LLC | History | No change | 395,716 | 13,925 | 4.39% | 4.21% | 2 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VANGUARD GROUP INC | History | Added to | 200,007 | 7,038 | 0.0% | 0.0% | 3 | +5,380 | 2.76% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 161,666 | 5,689 | 0.0% | 0.0% | 4 | +9,501 | 6.24% | Q4 2025 | Feb 12, 2026 |
| Finward Bancorp | History | Reduced | 136,288 | 4,795 | 3.72% | 3.34% | 5 | -554 | -0.4% | Q4 2025 | Jan 21, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 99,543 | 3,502 | 0.97% | 0.97% | 6 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 81,959 | 2,884 | 0.0% | 0.0% | 7 | +713 | 0.88% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 54,562 | 1,920 | 0.0% | — | 8 | +54,562 | New | Q4 2025 | Mar 25, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 54,049 | 1,901 | 0.0% | 0.0% | 9 | +4,291 | 8.62% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 49,434 | 1,739 | 0.0% | 0.0% | 10 | +358 | 0.73% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 47,106 | 1,657 | 0.0% | 0.0% | 11 | +1,483 | 3.25% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 40,430 | 1,422 | 0.13% | 0.12% | 12 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 38,045 | 1,335 | 0.0% | 0.0% | 13 | +4,897 | 14.77% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 29,208 | 1,027 | 0.0% | 0.0% | 14 | -2,331 | -7.39% | Q4 2025 | Feb 17, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 26,580 | 935 | 0.7% | 0.79% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 23,707 | 834 | 0.0% | 0.0% | 16 | +12,307 | 107.96% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 22,869 | 804 | 0.0% | 0.0% | 17 | +1,411 | 6.58% | Q4 2025 | Feb 12, 2026 |
| Black Maple Capital Management LP | History | Reduced | 21,242 | 747 | 0.52% | 0.47% | 18 | -8,758 | -29.19% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,044 | 705 | 0.0% | 0.0% | 19 | +34 | 0.17% | Q4 2025 | Feb 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 15,999 | 563 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,353 | 540 | 0.0% | 0.0% | 21 | +4,420 | 40.43% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 13,588 | 478 | 0.0% | 0.0% | 22 | +778 | 6.07% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,251 | 431 | 0.0% | — | 23 | +12,251 | New | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 10,667 | 375 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 10,381 | 365 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | New | 10,233 | 360 | 0.0% | — | 26 | +10,233 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,904 | 313 | 0.0% | 0.0% | 27 | +149 | 1.7% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | No change | 8,384 | 295 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 8,129 | 286 | 0.0% | — | 29 | +8,129 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,959 | 280 | 0.0% | 0.0% | 30 | +20 | 0.25% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | New | 7,950 | 279 | 0.0% | — | 31 | +7,950 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,742 | 237 | 0.0% | — | 32 | +6,742 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 6,406 | 225 | 0.0% | — | 33 | +6,406 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 5,403 | 190 | 0.0% | 0.0% | 34 | +541 | 11.13% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,847 | 135 | 0.0% | 0.0% | 35 | +1,216 | 46.22% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,765 | 97 | 0.0% | 0.0% | 36 | +850 | 44.39% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,532 | 89 | 0.0% | 0.0% | 37 | -745 | -22.73% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,473 | 87 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,898 | 66 | 0.0% | 0.0% | 39 | +566 | 42.49% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,669 | 58 | 0.0% | 0.0% | 40 | -994 | -37.33% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,670 | 58 | 0.0% | 0.0% | 41 | +379 | 29.36% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,604 | 56 | 0.0% | 0.0% | 42 | -17 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,219 | 42 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,000 | 35 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 897 | 32 | 0.0% | 0.0% | 45 | +295 | 49.0% | Q4 2025 | Jan 26, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 787 | 27 | 0.0% | 0.0% | 46 | +93 | 13.4% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | New | 579 | 20 | 0.0% | — | 47 | +579 | New | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 530 | 19 | 0.0% | — | 48 | +530 | New | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | New | 500 | 17 | 0.0% | — | 49 | +500 | New | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 350 | 12 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 292 | 10 | 0.0% | 0.0% | 53 | -48 | -14.12% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 309 | 10 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Johnson Financial Group, Inc. | History | No change | 311 | 10 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 268 | 9 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 206 | 7 | 0.0% | 0.0% | 55 | -46 | -18.25% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 224 | 7 | 0.0% | 0.0% | 57 | -19 | -7.82% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 210 | 7 | 0.0% | 0.0% | 56 | -5 | -2.33% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 198 | 6 | 0.0% | 0.0% | 58 | -39 | -16.46% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 108 | 4 | 0.0% | 0.0% | 59 | -9 | -7.69% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 100 | 3 | 0.0% | — | 61 | +100 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 88 | 3 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 78 | 2 | 0.0% | 0.0% | 62 | +38 | 95.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 37 | 1 | 0.0% | — | 64 | +28 | 311.11% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 54 | 1 | 0.0% | 0.0% | 65 | +19 | 54.29% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -379 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 14 | 0 | — | — | — | -1 | -6.67% | Q4 2025 | Jan 08, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |