Norwood Financial Ownership | Who Owns Norwood Financial?

Overview RevenueFinancials Chart Transcripts

Norwood Financial Ownership Summary

Norwood Financial is owned by 26.80% institutional investors, 7.74% insiders, and 65.47% retail investors. Wellington management group llp is the largest institutional shareholder, holding 6.93% of NWFL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.27% of its assets in Norwood Financial shares.

NWFL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Norwood Financial	26.80%	7.74%	65.47%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.75%	12.70%	55.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wellington management group llp	634.55K	6.93%	$16.13M
Blackrock	551.74K	6.85%	$14.00M
Blackrock funding, inc. /de	580.58K	6.34%	$16.29M
Vanguard group	448.22K	4.89%	$12.57M
Geode capital management	201.62K	2.20%	$5.66M
Manufacturers life insurance company, the	177.48K	1.94%	$4.51M
Cornerstone wealth group	171.05K	1.87%	$4.80M
Dimensional fund advisors lp	134.66K	1.47%	$3.78M
State street	122.50K	1.34%	$3.11M
Raymond james financial	92.42K	1.01%	$2.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cornerstone wealth group	171.05K	0.33%	$4.80M
Eagle wealth strategies	23.53K	0.31%	$659.96K
Raffles associates lp	12.86K	0.30%	$326.98K
Chicago capital management	15.07K	0.28%	$407.09K
Minerva advisors	13.68K	0.26%	$383.75K
Alliance wealth advisors	14.36K	0.18%	$402.91K
Fourthstone	19.46K	0.10%	$545.77K
Bulldog investors, llp	9.33K	0.05%	$237.19K
John g ullman & associates	12.60K	0.05%	$353.43K
Peoples financial services	3.56K	0.05%	$99.68K

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	634.55K	0.00%	79.39K
Ubs group	28.26K	0.00%	24.91K
Chicago capital management	15.07K	0.28%	15.07K
Goldman sachs group	25.84K	0.00%	14.30K
Bank of new york mellon	35.90K	0.00%	12.16K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	19.46K	0.10%	-64.31K
Ejf capital	-	-	-52.88K
Jacobs asset management	-	-	-50.74K
Emerald mutual fund advisers trust	25.00K	0.03%	-19.20K
Citadel advisors	-	-	-13.96K

New Positions

Holder	Shares	% Assets	Change	Value
Chicago capital management	15.07K	0.28%	15.07K	$407.09K
Quadrature capital	11.48K	0.00%	11.48K	$292.37K
Bulldog investors, llp	9.33K	0.05%	9.33K	$237.19K
Connor, clark & lunn investment management	9.26K	0.00%	9.26K	$259.63K
Larson financial group	4.08K	0.00%	4.08K	$114.45K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Nisa investment advisors	-9.00
Capital performance advisors llp	-28.00
Creative financial designs inc /adv	-86.00
Riggs asset managment	-375.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	65	-24.42%	2,455,489	-27.21%	26	1.98%	34	-20.93%	13	-40.91%
Sep 30, 2025	79	5.33%	3,371,996	10.87%	36	3.34%	38	8.57%	22	4.76%
Jun 30, 2025	74	-	3,040,852	-2.45%	33	2.87%	34	-	21	-4.55%
Mar 31, 2025	2	-97.06%	72,877	-97.65%	-	0.05%	-	-100.00%	1	-94.44%
Dec 31, 2024	63	8.62%	2,922,603	47.38%	36	5.98%	33	-	16	33.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	304.22K	3.27%	28.02K
iShares Russell 2000 ETF	237.60K	2.56%	237.60K
Vanguard US Total Market Shares ETF	233.55K	2.52%	-
Vanguard Institutional Extnd Mkt Idx Tr	103.96K	1.12%	-9.78K
Fidelity Small Cap Index	87.70K	0.94%	-104.00
JHancock Regional Bank A	82.11K	0.88%	-
iShares Russell 2000 Value ETF	78.98K	0.85%	78.98K
John Hancock Financial Opportunities Fund	78.29K	0.85%	-
JH Financial Opportunities	78.29K	0.84%	-
Vanguard Russell 2000 ETF	47.12K	0.51%	4.76K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 28, 2026	Carroll Joseph W	-	Buy	$56.42K
Jan 28, 2026	Carroll Joseph W	-	Buy	$112.20
Jan 28, 2026	Carroll Joseph W	-	Buy	$56.01K
Jan 28, 2026	Shook James	-	Buy	$100.80K
Jan 27, 2026	Carroll Joseph W	-	Buy	$55.82K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	6	-
2025 Q4	6	-
2025 Q3	5	-
2025 Q2	3	-
2025 Q1	9	-

NWFL Ownership FAQ

Who Owns Norwood Financial?

Norwood Financial shareholders are primarily institutional investors at 26.80%, followed by 7.74% insiders and 65.46% retail investors. The average institutional ownership in Norwood Financial's industry, Regional Banks Stocks, is 31.75%, which Norwood Financial falls below.

Who owns the most shares of Norwood Financial?

Norwood Financial’s largest shareholders are Wellington management group llp (634.55K shares, 6.93%), Blackrock (551.74K shares, 6.85%), and Blackrock funding, inc. /de (580.58K shares, 6.34%). Together, they hold 20.11% of Norwood Financial’s total shares outstanding.

Does Blackrock own Norwood Financial?

Yes, BlackRock owns 6.85% of Norwood Financial, totaling 551.74K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 14M$. In the last quarter, BlackRock increased its holdings by 8.88K shares, a 1.63% change.

Who is Norwood Financial’s biggest shareholder by percentage of total assets invested?

Cornerstone wealth group is Norwood Financial’s biggest shareholder by percentage of total assets invested, with 0.33% of its assets in 171.05K Norwood Financial shares, valued at 4.8M$.

Who is the top mutual fund holder of Norwood Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Norwood Financial shares, with 3.27% of its total shares outstanding invested in 304.22K Norwood Financial shares.

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