Forrester Research Inc (FORR) Ownership

18.47 ↑0.86 (4.88%)

As of May 2, 2024, 1:54pm EST.

Institutions
Mutual Funds

Institutional Ownership

Royce & Associates, LP is the biggest individual institutional holder of Forrester Research Inc (FORR), owning a total of 2.1 million shares. Combined, the top 34 institutional holders of FORR own 56.52% of the company with a total of 11 million shares.

In the latest ownership report on December 31st 2023, the top 34 institutional holders increased their combined ownership of FORR by 433 thousand shares. 14 institutions bought 475,645 total additional shares and increased their ownership by an average of 12.28%. However 4 institutions sold 43,036 total shares and decreased their ownership by an average of 3.62%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Forrester Research increased by a net total of 432,609 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce & Associates, LP	11.042%	3.402%	2,147,017	70,646	2023-12-31
BlackRock Inc	9.567%	3.940%	1,860,207	70,513	2023-12-31
Vanguard Group Inc	7.156%	0.120%	1,391,355	1,672	2023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	3.934%	18.507%	764,884	119,449	2023-12-31
Dimensional Fund Advisors, Inc.	3.139%	0.966%	610,302	5,841	2023-12-31
Renaissance Technologies Corp	3.065%	-2.869%	595,906	-17,600	2023-12-31
State Street Corporation	2.355%	5.486%	457,842	23,810	2023-12-31
Geode Capital Management, LLC	1.388%	4.171%	269,888	10,807	2023-12-31
Federated Hermes Inc	1.279%	-8.652%	248,593	-23,546	2023-12-31
Morgan Stanley - Brokerage Accounts	0.831%	6.424%	161,567	9,752	2023-12-31
Portolan Capital Management, LLC	0.765%	24.992%	148,688	29,730	2023-12-31
Northern Trust Corp	0.760%	3.549%	147,719	5,063	2023-12-31
Bank of New York Mellon Corp	0.533%	0.802%	103,616	824	2023-12-31
Charles Schwab Investment Management Inc	0.476%	-0.230%	92,558	-213	2023-12-31
Wellington Management Company LLP	0.446%	0.000%	86,800	86,800	2023-12-31
Cambiar Investors LLC	0.391%	0.000%	75,949	0	2023-12-31
M&T Bank Corp	0.352%	18.948%	68,482	10,909	2023-12-31
Goldman Sachs Group Inc	0.344%	80.652%	66,814	29,829	2023-12-31
Principal Financial Group Inc	0.309%	-2.717%	60,057	-1,677	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce & Associates, LP	11.042%	3.402%	2,147,017	70,646	2023-12-31
BlackRock Inc	9.567%	3.940%	1,860,207	70,513	2023-12-31
Vanguard Group Inc	7.156%	0.120%	1,391,355	1,672	2023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	3.934%	18.507%	764,884	119,449	2023-12-31
Dimensional Fund Advisors, Inc.	3.139%	0.966%	610,302	5,841	2023-12-31
Renaissance Technologies Corp	3.065%	-2.869%	595,906	-17,600	2023-12-31
State Street Corporation	2.355%	5.486%	457,842	23,810	2023-12-31
Geode Capital Management, LLC	1.388%	4.171%	269,888	10,807	2023-12-31
Federated Hermes Inc	1.279%	-8.652%	248,593	-23,546	2023-12-31
Amvescap Plc.	1.047%	20.914%	201,060	34,777	2022-12-31
Morgan Stanley - Brokerage Accounts	0.831%	6.424%	161,567	9,752	2023-12-31
Portolan Capital Management, LLC	0.765%	24.992%	148,688	29,730	2023-12-31
Northern Trust Corp	0.760%	3.549%	147,719	5,063	2023-12-31
Pacer Advisors, INC.	0.673%	-5.681%	129,195	-7,781	2023-03-31
American Capital Management Inc	0.655%	-0.779%	127,350	-1,000	2023-09-30
Invenomic Capital Management, LP	0.646%	-10.758%	124,313	-14,986	2023-06-30
Millennium Management LLC	0.642%	31.733%	123,473	29,743	2023-09-30
Lord, Abbett & Co LLC	0.617%	0.000%	117,520	117,520	2022-06-30
GW&K Investment Management, LLC	0.595%	-0.675%	114,265	-776	2023-03-31
Acadian Asset Management LLC	0.543%	-20.973%	104,156	-27,642	2022-12-31
Bank of New York Mellon Corp	0.533%	0.802%	103,616	824	2023-12-31
Massachusetts Financial Services Company	0.520%	12.283%	99,731	10,910	2022-12-31
Charles Schwab Investment Management Inc	0.476%	-0.230%	92,558	-213	2023-12-31
Assenagon Asset Management SA	0.462%	-42.045%	88,918	-64,509	2023-09-30
Wellington Management Company LLP	0.446%	0.000%	86,800	86,800	2023-12-31
Hillsdale Investment Management Inc.	0.443%	-14.744%	85,000	-14,700	2022-12-31
NORGES BANK	0.433%	-32.177%	83,200	-39,472	2022-12-31
JPMorgan Chase & Co	0.423%	8.881%	81,346	6,635	2023-06-30
Cambiar Investors LLC	0.391%	0.000%	75,949	0	2023-12-31
AQR Capital Management LLC	0.358%	-13.424%	68,624	-10,640	2023-03-31
M&T Bank Corp	0.352%	18.948%	68,482	10,909	2023-12-31
Goldman Sachs Group Inc	0.344%	80.652%	66,814	29,829	2023-12-31
UBS Group AG	0.338%	-46.649%	65,099	-56,922	2023-09-30
Principal Financial Group Inc	0.309%	-2.717%	60,057	-1,677	2023-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Forrester Research Inc (FORR), owning a total of 795 thousand shares. Combined, the top 33 mutual fund holders of FORR own 41.10% of the company with a total of 8 million shares.

In the latest ownership report on March 31st 2024, the top 33 fund holders increased their combined ownership of FORR by 145 thousand shares. 4 funds bought 132,415 total additional shares and increased their ownership by an average of 11.40%. However 3 funds sold 276,990 total shares and decreased their ownership by an average of 36.29%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Forrester Research decreased by a net total of -144,575 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce Premier Invmt	3.772%	0.000%	733,345	0	2024-03-31
Royce Small-Cap Premier Quality	3.772%	0.000%	733,345	0	2024-03-31
Royce Pennsylvania Mutual Invmt	2.087%	12.787%	405,720	45,997	2024-03-31
FTF Royce US Smaller Companies W Acc	1.732%	25.963%	336,810	69,421	2024-03-31
Royce Value Trust	1.536%	4.065%	298,585	11,663	2024-03-31
ArrowMark Small Cap Gro	1.524%	-6.888%	296,295	-21,920	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.012%	2.786%	196,776	5,334	2024-03-31
Royce Micro Cap Trust	0.971%	0.000%	188,829	0	2024-03-31
Vanguard Small Cap Index	0.756%	-50.616%	146,983	-150,647	2024-03-31
Vanguard Small Cap Value Index Inv	0.509%	-51.367%	98,865	-104,423	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	4.130%	0.161%	794,850	1,278	2024-02-29
Royce Premier Invmt	3.772%	0.000%	733,345	0	2024-03-31
Royce Small-Cap Premier Quality	3.772%	0.000%	733,345	0	2024-03-31
Royce Pennsylvania Mutual Invmt	2.087%	12.787%	405,720	45,997	2024-03-31
Vanguard Total Stock Mkt Idx Inv	1.850%	0.000%	359,746	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	1.870%	0.000%	359,746	0	2023-03-31
FTF Royce US Smaller Companies W Acc	1.732%	25.963%	336,810	69,421	2024-03-31
Meridian Small Cap Growth Legacy	1.637%	21.370%	318,215	56,030	2023-12-31
Royce Value Trust	1.536%	4.065%	298,585	11,663	2024-03-31
ArrowMark Small Cap Gro	1.524%	-6.888%	296,295	-21,920	2024-03-31
iShares Russell 2000 ETF	1.504%	0.048%	292,497	141	2024-03-28
Vanguard Institutional Extnd Mkt Idx Tr	1.012%	2.786%	196,776	5,334	2024-03-31
Royce Micro Cap Trust	0.971%	0.000%	188,829	0	2024-03-31
DFA US Micro Cap I	0.916%	-7.429%	178,079	-14,292	2024-02-29
Vanguard Small Cap Growth Index Inv	0.904%	-0.166%	173,566	-288	2023-05-31
Vanguard Extended Market Index Investor	0.895%	-0.030%	171,922	-51	2023-08-31
Invesco S&P SmallCap Low Volatility ETF	0.823%	0.000%	156,725	0	2023-01-31
Vanguard Small Cap Index	0.756%	-50.616%	146,983	-150,647	2024-03-31
iShares S&P Small-Cap 600 Value ETF	0.759%	0.274%	145,998	399	2024-02-29
Federated Hermes MDT SCC Institutional	0.751%	2.227%	145,984	3,180	2023-12-31
Federated Hermes MDT Small Cap Core IS	0.751%	2.227%	145,984	3,180	2023-12-31
iShares S&P Small-Cap 600 Growth ETF	0.744%	0.000%	141,821	0	2022-11-30
Pacer US Small Cap Cash Cows 100 ETF	0.734%	0.086%	140,932	121	2023-05-31
DFA US Small Cap I	0.702%	-4.143%	136,541	-5,901	2024-02-29
Invenomic Institutional	0.649%	0.000%	124,647	124,647	2023-04-30
Federated Hermes MDT SCG Institutional	0.632%	0.000%	121,613	0	2023-09-30
Fidelity Small Cap Index	0.615%	0.737%	119,482	874	2024-01-31
iShares Russell 2000 Growth ETF	0.534%	-0.116%	103,861	-121	2024-03-28
Fidelity® Small Cap Index	0.517%	0.953%	99,159	936	2023-04-30
Vanguard Small Cap Value Index Inv	0.509%	-51.367%	98,865	-104,423	2024-03-31
Vanguard Tax-Managed Small Cap Adm	0.514%	0.000%	98,616	0	2023-05-31
SPDR® S&P 600 Small Cap Value ETF	0.513%	0.097%	98,448	95	2023-05-31
Federated Hermes MDT Small Cap Growth IS	0.491%	-21.500%	95,466	-26,147	2023-12-31