| 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 31 Dec 2025, 70 institutional investors reported holding 2,090,395 shares of Finward Bancorp - Common Stock (FNWD). This represents 48% of the company’s total 4,340,903 outstanding shares.
The largest institutional shareholders of Finward Bancorp - Common Stock (FNWD) together control 46% 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. | 9.5% | 412,735 | +2.2% | 0% | $14,524,145 |
| PL Capital Advisors, LLC | 9.1% | 395,716 | 0% | 4.4% | $13,925,246 |
| VANGUARD GROUP INC | 4.6% | 200,007 | +2.8% | 0% | $7,038,247 |
| BlackRock, Inc. | 3.7% | 161,666 | +6.2% | 0% | $5,689,027 |
| Finward Bancorp | 3.1% | 136,288 | -0.4% | 3.7% | $4,795,968 |
| ENDEAVOUR CAPITAL ADVISORS INC | 2.3% | 99,543 | 0% | 0.97% | $3,502,918 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 81,959 | +0.88% | 0% | $2,884,490 |
| GOLDMAN SACHS GROUP INC | 1.3% | 54,562 | 0% | $1,920,037 | |
| WELLINGTON MANAGEMENT GROUP LLP | 1.2% | 54,049 | +8.6% | 0% | $1,901,985 |
| RENAISSANCE TECHNOLOGIES LLC | 1.1% | 49,434 | +0.73% | 0% | $1,739,582 |
| STATE STREET CORP | 1.1% | 47,106 | +3.3% | 0% | $1,657,660 |
| Caldwell Trust Co | 0.93% | 40,430 | 0% | 0.13% | $1,422,732 |
| ACADIAN ASSET MANAGEMENT LLC | 0.88% | 38,045 | +15% | 0% | $1,335,000 |
| NORTHERN TRUST CORP | 0.67% | 29,208 | -7.4% | 0% | $1,027,829 |
| RAFFLES ASSOCIATES LP | 0.61% | 26,580 | 0% | 0.7% | $935,350 |
| UBS Group AG | 0.55% | 23,707 | +108% | 0% | $834,249 |
| DIMENSIONAL FUND ADVISORS LP | 0.53% | 22,869 | +6.6% | 0% | $804,849 |
| Black Maple Capital Management LP | 0.49% | 21,242 | -29% | 0.56% | $747,506 |
| PNC Financial Services Group, Inc. | 0.46% | 20,044 | +0.17% | 0% | $705,348 |
| OLD NATIONAL BANCORP /IN/ | 0.37% | 15,999 | 0% | 0.01% | $563,004 |
| AQR CAPITAL MANAGEMENT LLC | 0.35% | 15,353 | +40% | 0% | $540,273 |
| MORGAN STANLEY | 0.31% | 13,587 | +6.1% | 0% | $478,131 |
| CITADEL ADVISORS LLC | 0.28% | 12,251 | 0% | $431,113 | |
| Mesirow Financial Investment Management, Inc. | 0.25% | 10,667 | 0% | 0.01% | $375,372 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 10,381 | 0% | 0% | $365,307 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,090,395 | $73,557,907 | +$5,359,611 | $35.19 | 70 |
| 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 |