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Forian (FORA) Institutional Ownership

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$2.28 -0.09 (-3.80%)
Closing price 09/23/2025 04:00 PM Eastern
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$2.28 +0.01 (+0.22%)
As of 09/23/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Forian (NASDAQ:FORA)

Current
Institutional Ownership
Percentage
19.25%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.24M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$69.77K
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Skip Chart & View Institutional Buying and Selling Data

FORA Institutional Buying and Selling by Quarter

Forian Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2025Canton Hathaway LLC245,350$491K0.1%-9.0%0.787%
2/14/2025Oracle Investment Management Inc.1,366,107$2.81M1.5%+0.7%4.405%
2/13/2025Renaissance Technologies LLC35,301$73K0.0%+48.9%0.114%
2/11/2025Virtu Financial LLC14,324$30K0.0%N/A0.046%
2/7/2025Independent Advisor Alliance15,215$31K0.0%-40.3%0.049%
1/29/2025Elser Financial Planning Inc558,617$1.15M0.1%N/A1.801%
11/13/2024Canton Hathaway LLC269,650$582K0.1%+2.3%0.867%
8/6/2024Caprock Group LLC86,784$230K0.0%N/A0.279%
7/23/2024Elser Financial Planning Inc711,406$1.89M0.3%N/A2.285%
5/15/2024Oracle Investment Management Inc.1,355,807$4.50M3.0%-0.9%4.354%
5/6/2024Staley Capital Advisers Inc.1,100,000$3.65M0.2%-0.7%3.533%
2/12/2024Staley Capital Advisers Inc.1,108,003$3.24M0.2%+0.7%3.577%
1/30/2024Canton Hathaway LLC263,525$771K0.2%+6.8%0.851%
1/16/2024Raymond James Financial Services Advisors Inc.27,478$80K0.0%-31.3%0.089%
11/14/2023Oracle Investment Management Inc.1,368,067$3.05M0.9%+0.3%4.199%
11/13/2023Aufman Associates Inc52,657$117K0.1%N/A0.162%
11/8/2023Pathstone Family Office LLC17,640$39K0.0%N/A0.054%
10/24/2023Independent Advisor Alliance22,491$50K0.0%+21.2%0.069%
10/24/2023Raymond James Financial Services Advisors Inc.40,000$89K0.0%+11.4%0.123%
10/11/2023Canton Hathaway LLC246,800$550K0.2%+4.2%0.757%
7/14/2023Grey Street Capital LLC99,105$243K0.1%N/A0.304%
7/11/2023Canton Hathaway LLC236,800$580K0.2%+35.2%0.727%
5/9/2023Brainard Capital Management LLC17,640$67K0.1%+44.8%0.054%
4/14/2023Raymond James Financial Services Advisors Inc.35,908$137K0.0%+43.6%0.110%
2/9/2023Mirae Asset Global Investments Co. Ltd.26,721$73K0.0%-73.4%0.082%
2/8/2023Brainard Capital Management LLC12,186$33K0.0%N/A0.037%
11/14/2022Oracle Investment Management Inc.1,408,432$4.72M2.7%+5.6%4.314%
11/14/2022Ergoteles LLC79,974$268K0.0%-13.4%0.245%
11/4/2022Independent Advisor Alliance15,215$51K0.0%N/A0.047%
10/17/2022Canton Hathaway LLC175,100$587K0.2%+7.1%0.536%
8/5/2022Staley Capital Advisers Inc.1,045,002$4.59M0.3%+74.2%3.203%
7/20/2022Canton Hathaway LLC163,500$718K0.3%+24.0%0.501%
6/2/2022Mirae Asset Global Investments Co. Ltd.171,816$1.20M0.0%+211.6%0.527%
5/12/2022Staley Capital Advisers Inc.600,000$4.18M0.2%+993.9%1.840%
5/10/2022Mirae Asset Global Investments Co. Ltd.171,816$1.20M0.0%+211.6%0.527%
4/12/2022Canton Hathaway LLC131,901$918K0.3%+47.5%0.405%
2/8/2022Raymond James Financial Services Advisors Inc.42,932$387K0.0%-3.5%0.132%
2/8/2022Staley Capital Advisers Inc.54,849$495K0.0%N/A0.168%
2/8/2022Mirae Asset Global Investments Co. Ltd.55,140$497K0.0%N/A0.169%
1/28/2022Allspring Global Investments Holdings LLC30,554$275K0.0%N/A0.094%
1/6/2022Canton Hathaway LLC89,401$806K0.2%+26.0%0.275%
11/15/2021Oracle Investment Management Inc.1,199,960$12.38M1.5%+38.2%3.685%
11/15/2021Penserra Capital Management LLC48,114$496K0.0%N/A0.148%
11/12/2021Geode Capital Management LLC304,019$3.14M0.0%+5.5%0.934%
11/12/2021Vident Investment Advisory LLC36,942$381K0.0%N/A0.113%
11/10/2021Citigroup Inc.2,397$25K0.0%+177.8%0.007%
11/9/2021BlackRock Inc.879,458$9.08M0.0%+1.8%2.701%
11/2/2021New York State Common Retirement Fund9,479$98K0.0%-38.8%0.029%
8/17/2021Oracle Investment Management Inc.868,342$10.92M1.5%+458.6%2.669%
8/16/2021California State Teachers Retirement System24,967$314K0.0%N/A0.077%
8/16/2021Charles Schwab Investment Management Inc.46,033$579K0.0%N/A0.141%
8/16/2021State Street Corp247,069$3.11M0.0%N/A0.759%
8/16/2021Nuveen Asset Management LLC29,305$368K0.0%N/A0.090%
8/13/2021Renaissance Technologies LLC23,200$292K0.0%N/A0.071%
8/13/2021Northern Trust Corp64,934$816K0.0%N/A0.200%
8/13/2021Geode Capital Management LLC288,263$3.62M0.0%+1,922.9%0.886%
8/13/2021Vanguard Group Inc.859,296$10.80M0.0%N/A2.641%
8/12/2021Legal & General Group Plc2,670$34K0.0%N/A0.008%
8/12/2021JPMorgan Chase & Co.6,968$88K0.0%N/A0.021%
8/11/2021Bank of New York Mellon Corp41,687$524K0.0%N/A0.128%
8/11/2021BlackRock Inc.863,677$10.86M0.0%N/A2.654%
8/11/2021Deutsche Bank AG10,774$135K0.0%N/A0.033%
8/11/2021Susquehanna International Group LLP33,178$417K0.0%+86.7%0.102%
8/5/2021Rhumbline Advisers10,258$129K0.0%N/A0.032%
(Data available from 1/1/2016 forward)

FORA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FORA shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Forian. The most heavily invested institutionals were Staley Capital Advisers Inc. ($3.65M), Oracle Investment Management Inc. ($2.81M), Elser Financial Planning Inc ($1.15M), Canton Hathaway LLC ($491K), Caprock Group LLC ($230K), Aufman Associates Inc ($117K), and Raymond James Financial Services Advisors Inc. ($80K).Learn more on Forian's institutional investors.

What percentage of Forian's stock is owned by institutional investors?

19.25% of Forian's stock is owned by institutional investors. Learn more on FORA's institutional investor holdings.

Which institutional investors have been buying Forian's stock?

Of the 11 institutional investors that purchased Forian's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elser Financial Planning Inc ($1.27M), Caprock Group LLC ($86.78K), Aufman Associates Inc ($52.66K), Canton Hathaway LLC ($32.85K), Pathstone Family Office LLC ($17.64K), Virtu Financial LLC ($14.32K), and Oracle Investment Management Inc. ($13.74K).

How much institutional buying is happening at Forian?

Institutional investors have bought a total of 600,667 shares in the last 24 months. This purchase volume represents approximately $1.24M in transactions.

Which of Forian's major shareholders have been selling company stock?

The following institutional investors have sold Forian stock in the last 24 months: Canton Hathaway LLC ($24.30K), and Independent Advisor Alliance ($10.28K).

How much institutional selling is happening at Forian?

Institutional investors have sold a total of 34,576 shares in the last 24 months. This volume of shares sold represents approximately $69.77K in transactions.


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This page (NASDAQ:FORA) was last updated on 9/24/2025 by MarketBeat.com Staff
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