Norwood Financial Ownership | Who Owns Norwood Financial?

Overview RevenueFinancials Chart Transcripts

Norwood Financial Ownership Summary

Norwood Financial is owned by 48.26% institutional investors, 8.07% insiders, and 43.67% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.47% of NWFL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.92% of its assets in Norwood Financial shares.

NWFL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Norwood Financial	48.26%	8.07%	43.67%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Regional Banks Stocks	56.95%	12.58%	30.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	776.36K	8.47%	$24.96M
Blackrock	551.74K	6.85%	$14.00M
Wellington management group llp	567.50K	6.19%	$18.25M
Vanguard group	448.22K	4.89%	$12.57M
Vanguard capital management	441.76K	4.82%	$14.20M
Geode capital management	258.16K	2.82%	$8.30M
Dimensional fund advisors lp	187.16K	2.04%	$6.18M
Manufacturers life insurance company, the	174.28K	1.90%	$5.60M
Bulldog investors, llp	170.00K	1.86%	$5.47M
Cornerstone wealth group	158.89K	1.73%	$5.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bulldog investors, llp	170.00K	1.20%	$5.47M
Kfg	41.15K	0.90%	$1.36M
Minerva advisors	28.58K	0.58%	$918.85K
Raffles associates lp	10.95K	0.32%	$352.01K
Cornerstone wealth group	158.89K	0.30%	$5.25M
Eagle wealth strategies	23.53K	0.30%	$777.37K
Alliance wealth advisors	14.36K	0.15%	$474.59K
Stonebridge financial group	57.35K	0.14%	$1.89M
John g ullman & associates	14.60K	0.06%	$482.38K
Peoples financial services	3.56K	0.05%	$117.46K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	776.36K	0.00%	115.67K
Kfg	41.15K	0.90%	41.15K
Cetera investment advisers	95.31K	0.00%	33.38K
Sixth street partners management company	32.07K	0.00%	32.07K
Qube research	37.89K	0.00%	26.69K

Top Sellers

Holder	Shares	% Assets	Change
Ubs group	25.76K	0.00%	-213.91K
Wellington management group llp	567.50K	0.00%	-183.29K
Ejf capital	-	-	-52.88K
Jacobs asset management	-	-	-50.74K
Commonwealth equity services	-	-	-46.73K

New Positions

Holder	Shares	% Assets	Change	Value
Kfg	41.15K	0.90%	41.15K	$1.36M
Sixth street partners management company	32.07K	0.00%	32.07K	$1.03M
Old republic	11.40K	0.02%	11.40K	$377.00K
Walleye capital	10.06K	0.00%	10.06K	$323.33K
Xtx topco	8.62K	0.00%	8.62K	$277.07K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Clearstead advisors	-1.00
Wealth preservation advisors	-2.00
Capital performance advisors llp	-28.00
Mai capital management	-35.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	111	3.74%	4,422,275	-0.37%	48	2.06%	65	-	21	10.53%
Mar 31, 2026	103	9.57%	4,382,705	14.08%	47	2.72%	63	28.57%	18	-18.18%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	318.32K	2.92%	14.10K
Vanguard Morn Total Stk Mkt Idx Investor	318.32K	2.92%	14.10K
Vanguard MStar Total Stk Mkt Idx Invest	318.32K	2.92%	-
Vanguard US Total Market Shares ETF	233.55K	2.52%	-
iShares Russell 2000 ETF	270.11K	2.47%	-1.10K
Total Return Securities Fund	170.00K	1.56%	-
Avantis US Small Cap Value ETF	140.16K	1.28%	494.00
Fidelity Small Cap Index	114.76K	1.05%	904.00
Vanguard Institutional Extnd Mkt Idx Tr	113.00K	1.01%	-
iShares Russell 2000 Value ETF	99.79K	0.91%	-304.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 02, 2026	O'Bell Vincent	EVP & Chief Lending Officer	Sell	$51.75K
Sep 02, 2026	O'Bell Vincent	EVP & Chief Lending Officer	Sell	$10.40K
Sep 02, 2026	O'Bell Vincent	EVP & Chief Lending Officer	Sell	$3.46K
Sep 02, 2026	O'Bell Vincent	EVP & Chief Lending Officer	Sell	$37.95K
Jul 28, 2026	Shook James	-	Buy	$107.11K

Insider Transactions Trends

Date	Buy	Sell
2026 Q4	-	-
2026 Q3	1	4
2026 Q2	11	-
2026 Q1	6	-
2025 Q4	6	-

NWFL Ownership FAQ

Who Owns Norwood Financial?

Norwood Financial shareholders are primarily institutional investors at 48.26%, followed by 8.07% insiders and 43.67% retail investors. The average institutional ownership in Norwood Financial's industry, Regional Banks Stocks, is 56.95%, which Norwood Financial falls below.

Who owns the most shares of Norwood Financial?

Norwood Financial’s largest shareholders are Blackrock funding, inc. /de (776.36K shares, 8.47%), Blackrock (551.74K shares, 6.85%), and Wellington management group llp (567.5K shares, 6.19%). Together, they hold 21.51% 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?

Bulldog investors, llp is Norwood Financial’s biggest shareholder by percentage of total assets invested, with 1.20% of its assets in 170K Norwood Financial shares, valued at 5.47M$.

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 2.92% of its total shares outstanding invested in 318.32K Norwood Financial shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools