Fidelity D & D Bancorp Ownership | Who Owns Fidelity D & D Bancorp?


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Fidelity D & D Bancorp Ownership Summary


Fidelity D & D Bancorp is owned by 9.57% institutional investors, 21.27% insiders, and 69.15% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.23% 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


TypeName% Inst% Insiders% Retail
StockFidelity D & D Bancorp9.57%21.27%69.15%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryRegional Banks Stocks38.44%12.57%48.99%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de302.45K5.23%$13.09M
Blackrock280.65K4.88%$12.29M
Vanguard group250.21K4.33%$10.89M
Geode capital management113.14K1.96%$4.90M
Fidelity d & d bancorp99.27K1.72%$4.30M
State street75.53K1.31%$3.27M
Siena capital partners gp45.28K0.78%$1.96M
Creative planning41.10K0.71%$1.78M
Commonwealth equity services37.24K0.64%$1.61M
Liberty square wealth partners36.24K0.63%$1.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Fidelity d & d bancorp99.27K1.72%$4.30M
Siena capital partners gp45.28K0.51%$1.96M
Liberty square wealth partners36.24K0.44%$1.57M
Alliance wealth advisors9.87K0.19%$427.17K
Lewis asset management7.82K0.14%$338.25K
Zullo investment group5.94K0.10%$257.21K
Jacobi capital management11.06K0.03%$478.54K
Martingale asset management l p10.62K0.01%$459.81K
Versant capital management1.40K0.01%$60.42K
Rmb capital management6.91K0.01%$299.11K

Top Buyers

HolderShares% AssetsChange
Vanguard fiduciary trust29.56K0.00%29.56K
Siena capital partners gp45.28K0.51%23.91K
Blackrock280.65K0.00%12.76K
Commonwealth equity services37.24K0.00%9.66K
Goldman sachs group35.81K0.00%9.06K

Top Sellers

HolderShares% AssetsChange
Citadel advisors7.07K--8.11K
Millennium management6.50K0.00%-6.93K
Jane street group---5.87K
Gsa capital partners llp---5.32K
Quadrature capital---5.11K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust29.56K0.00%29.56K$1.28M
Arrowstreet capital, limited partnership5.61K0.00%5.61K$242.71K
Los angeles capital management2.29K0.00%2.29K$99.11K
Vanguard global advisers1.72K-1.72K$74.61K
Lsv asset management566.000.00%566.00$24.00K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202640-50.00%553,794-59.70%91.70%20-45.95%8-66.67%
Dec 31, 202561-18.67%1,182,799-11.17%203.83%29-29.27%166.67%
Sep 30, 2025715.97%1,331,3075.43%234.81%3723.33%15-21.05%
Jun 30, 2025717.58%1,302,5443.15%224.71%3214.29%20-
Mar 31, 20252-96.61%6,256-99.51%-0.02%2-93.94%--100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF139.00K2.41%-
Vanguard Total Stock Mkt Idx Inv136.09K2.34%-
iShares Russell 2000 ETF119.06K2.05%987.00
Vanguard Institutional Extnd Mkt Idx Tr51.53K0.89%-
Fidelity Small Cap Index48.18K0.83%-195.00
iShares Russell 2000 Value ETF40.09K0.69%217.00
Russell 2000 Equity Index Fund B32.23K0.55%-15.00
Vanguard Russell 2000 ETF23.98K0.41%492.00
Fidelity Extended Market Index23.72K0.41%-1.79K
State St Russell Sm Cap® Indx SL Cl I18.20K0.31%700.00

Recent Insider Transactions


DateNameRoleActivityValue
Mar 11, 2026CALI BRIAN J Chairman of the BoardBuy$14.01K
Feb 05, 2026MCDONALD MICHAEL J Vice ChairmanBuy$500.00K
Dec 11, 2025CALI BRIAN J Chairman of the BoardBuy$13.42K
Nov 10, 2025Joyce William J. Sr.-Buy$44.50K
Nov 10, 2025SANTANIELLO DANIEL J President & CEOBuy$44.50K

Insider Transactions Trends


DateBuySell
2026 Q12-
2025 Q44-
2025 Q33-
2025 Q2-1
2025 Q16-

FDBC Ownership FAQ


Who Owns Fidelity D & D Bancorp?

Fidelity D & D Bancorp shareholders are primarily institutional investors at 9.57%, followed by 21.27% insiders and 69.16% retail investors. The average institutional ownership in Fidelity D & D Bancorp's industry, Regional Banks Stocks, is 38.44%, which Fidelity D & D Bancorp falls below.

Who owns the most shares of Fidelity D & D Bancorp?

Fidelity D & D Bancorp’s largest shareholders are Blackrock funding, inc. /de (302.45K shares, 5.23%), Blackrock (280.65K shares, 4.88%), and Vanguard group (250.21K shares, 4.33%). Together, they hold 14.44% of Fidelity D & D Bancorp’s total shares outstanding.

Does Blackrock own Fidelity D & D Bancorp?

Yes, BlackRock owns 4.88% of Fidelity D & D Bancorp, totaling 280.65K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.29M$. In the last quarter, BlackRock increased its holdings by 12.76K shares, a 4.76% change.

Who is Fidelity D & D Bancorp’s biggest shareholder by percentage of total assets invested?

Fidelity d & d bancorp is Fidelity D & D Bancorp’s biggest shareholder by percentage of total assets invested, with 1.72% of its assets in 99.27K Fidelity D & D Bancorp shares, valued at 4.3M$.

Who is the top mutual fund holder of Fidelity D & D Bancorp shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Fidelity D & D Bancorp shares, with 2.41% of its total shares outstanding invested in 139K Fidelity D & D Bancorp shares.

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