Fidelity D & D Bancorp Ownership | Who Owns Fidelity D & D Bancorp?
Fidelity D & D Bancorp Ownership Summary
Fidelity D & D Bancorp is owned by 23.11% institutional investors, 18.56% insiders, and 58.33% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.12% of FDBC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.41% of its assets in Fidelity D & D Bancorp shares.
FDBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Fidelity D & D Bancorp | 23.11% | 18.56% | 58.33% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.94% | 12.65% | 48.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 296.36K | 5.12% | $12.90M |
| Blackrock | 280.65K | 4.88% | $12.29M |
| Vanguard group | 250.21K | 4.33% | $10.89M |
| Geode capital management | 114.26K | 1.98% | $4.98M |
| Fidelity d & d bancorp | 98.30K | 1.70% | $4.28M |
| State street | 73.92K | 1.28% | $3.24M |
| Creative planning | 40.93K | 0.71% | $1.79M |
| Liberty square wealth partners | 36.24K | 0.63% | $1.58M |
| Northern trust | 35.73K | 0.62% | $1.57M |
| Bank of new york mellon | 34.61K | 0.60% | $1.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fidelity d & d bancorp | 98.30K | 1.85% | $4.28M |
| Liberty square wealth partners | 36.24K | 0.45% | $1.58M |
| Siena capital partners gp | 21.36K | 0.25% | $929.93K |
| Alliance wealth advisors | 7.57K | 0.14% | $329.56K |
| Lewis asset management | 7.81K | 0.14% | $340.06K |
| Zullo investment group | 5.94K | 0.09% | $258.70K |
| Jacobi capital management | 8.07K | 0.02% | $353.52K |
| Versant capital management | 1.53K | 0.01% | $66.69K |
| Valley national advisers | 1.38K | 0.01% | $59.00K |
| Meeder asset management | 2.02K | 0.00% | $88.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Siena capital partners gp | 21.36K | 0.25% | 20.47K |
| Blackrock | 280.65K | 0.00% | 12.76K |
| Millennium management | 5.21K | 0.00% | 5.21K |
| Bank of new york mellon | 34.61K | 0.00% | 5.16K |
| Citadel advisors | 5.05K | - | 5.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 635.00 | - | -8.89K |
| Commonwealth equity services | 27.58K | 0.00% | -6.30K |
| Gsa capital partners llp | - | - | -5.32K |
| Northeast financial group | - | - | -4.81K |
| Rmb capital management | - | - | -4.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 5.21K | 0.00% | 5.21K | $216.91K |
| Russell investments group | 394.00 | - | 394.00 | $17.27K |
| Signaturefd | 183.00 | 0.00% | 183.00 | $7.97K |
| Optiver b.v. | 80.00 | - | 80.00 | $3.51K |
| Mai capital management | 1.00 | - | 1.00 | $44.00 |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Clearstead advisors | -7.00 |
| Capital performance advisors llp | -10.00 |
| Sierra ocean | -22.00 |
| Riggs asset managment | -28.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 71 | 5.97% | 1,331,307 | 5.43% | 23 | 4.81% | 37 | 23.33% | 15 | -21.05% |
| Jun 30, 2025 | 71 | 7.58% | 1,302,544 | 3.15% | 22 | 4.71% | 32 | 14.29% | 20 | - |
| Mar 31, 2025 | 2 | -96.61% | 6,256 | -99.51% | - | 0.02% | 2 | -93.94% | - | -100.00% |
| Dec 31, 2024 | 31 | -41.51% | 848,259 | -28.08% | 14 | 3.44% | 17 | -37.04% | 5 | -50.00% |
| Sep 30, 2024 | 52 | 6.12% | 1,083,068 | -4.54% | 18 | 4.87% | 27 | 22.73% | 9 | -40.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 139.00K | 2.41% | - |
| Vanguard Total Stock Mkt Idx Inv | 136.00K | 2.36% | -3.00K |
| iShares Russell 2000 ETF | 120.53K | 2.09% | - |
| Fidelity Small Cap Index | 49.22K | 0.85% | 1.47K |
| Vanguard Institutional Extnd Mkt Idx Tr | 48.46K | 0.84% | -22.08K |
| iShares Russell 2000 Value ETF | 41.86K | 0.73% | - |
| Fidelity Extended Market Index | 25.79K | 0.45% | -212.00 |
| Vanguard Russell 2000 ETF | 22.69K | 0.39% | -1.52K |
| State St Russell Sm Cap® Indx SL Cl I | 17.60K | 0.31% | - |
| Schwab Small Cap Index | 11.93K | 0.21% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 05, 2026 | MCDONALD MICHAEL J | Vice Chairman | Buy | $500.00K |
| Dec 11, 2025 | CALI BRIAN J | Chairman of the Board | Buy | $13.42K |
| Nov 10, 2025 | Joyce William J. Sr. | - | Buy | $44.50K |
| Nov 10, 2025 | SANTANIELLO DANIEL J | President & CEO | Buy | $44.50K |
| Nov 10, 2025 | CALI BRIAN J | Chairman of the Board | Buy | $86.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | 4 | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | 6 | - |
FDBC Ownership FAQ
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