Fidelity D & D Bancorp Ownership | Who Owns Fidelity D & D Bancorp?
Fidelity D & D Bancorp Ownership Summary
Fidelity D & D Bancorp is owned by 22.61% institutional investors, 18.49% insiders, and 58.89% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.08% 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 | 22.61% | 18.49% | 58.89% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 292.88K | 5.08% | $13.47M |
| Blackrock | 280.65K | 4.88% | $12.29M |
| Vanguard group | 256.72K | 4.45% | $12.53M |
| Fidelity d & d bancorp | 113.73K | 1.97% | $5.23M |
| Geode capital management | 109.56K | 1.90% | $5.35M |
| State street | 68.95K | 1.20% | $3.02M |
| Creative planning | 40.80K | 0.71% | $1.70M |
| Northern trust | 38.11K | 0.66% | $1.67M |
| Bank of new york mellon | 29.36K | 0.51% | $1.43M |
| Commonwealth equity services | 28.17K | 0.49% | $1.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fidelity d & d bancorp | 113.73K | 3.21% | $5.23M |
| Alliance wealth advisors | 9.34K | 0.22% | $429.45K |
| Lewis asset management | 7.46K | 0.16% | $342.98K |
| Zullo investment group | 5.94K | 0.11% | $273.38K |
| Jacobi capital management | 7.94K | 0.03% | $387.63K |
| Valley national advisers | 1.38K | 0.01% | $67.00K |
| Versant capital management | 1.05K | 0.01% | $48.53K |
| Meeder asset management | 2.02K | 0.01% | $93.10K |
| Rmb capital management | 4.36K | 0.00% | $200.61K |
| Peoples financial services | 146.00 | 0.00% | $6.72K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 256.72K | 0.00% | 20.45K |
| Fidelity d & d bancorp | 113.73K | 3.21% | 14.33K |
| Blackrock | 280.65K | 0.00% | 12.76K |
| Jpmorgan chase | 20.37K | 0.00% | 11.49K |
| Jane street group | 6.24K | 0.00% | 6.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jacobi capital management | 7.94K | 0.03% | -8.09K |
| Northeast financial group | - | - | -4.81K |
| Commonwealth equity services | 28.17K | 0.00% | -3.04K |
| Invesco | 7.18K | 0.00% | -2.59K |
| Corebridge financial | - | - | -2.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 6.24K | 0.00% | 6.24K | $259.44K |
| Millennium management | 5.21K | 0.00% | 5.21K | $216.91K |
| Rmb capital management | 4.36K | 0.00% | 4.36K | $200.61K |
| Raymond james financial | 1.21K | - | 1.21K | $55.71K |
| Covestor | 11.00 | 0.00% | 11.00 | $1.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Capital performance advisors llp | -10.00 |
| Corecap advisors | -38.00 |
| Fortitude family office | -41.00 |
| Metropolitan life insurance co/ny | -260.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 49 | - | 1,134,602 | 2.57% | 19 | 5.20% | 22 | 37.50% | 15 | -21.05% |
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 | 117.98K | 2.05% | -2.21K |
| 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 | 41.61K | 0.72% | 31.00 |
| Fidelity Extended Market Index | 26.00K | 0.45% | -68.00 |
| 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 |
|---|---|---|---|---|
| Sep 10, 2025 | CALI BRIAN J | Chairman of the Board | Buy | $11.66K |
| Jun 13, 2023 | Woelkers Paul C. | - | Buy | $19.29K |
| Jul 03, 2025 | CALI BRIAN J | Chairman of the Board | Buy | $12.43K |
| Jul 03, 2025 | CALI BRIAN J | Chairman of the Board | Buy | $12.43K |
| Jun 02, 2025 | WALSH EUGENE J | VP & COO | Sell | $39.39K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | 6 | - |
| 2024 Q3 | 2 | 4 |
| 2024 Q2 | 1 | - |
FDBC Ownership FAQ
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