Norwood Financial Ownership | Who Owns Norwood Financial?

Norwood Financial Ownership Summary

Norwood Financial is owned by 36.32% institutional investors, 8.85% insiders, and 54.82% retail investors. Wellington management group llp is the largest institutional shareholder, holding 7.68% of NWFL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.52% of its assets in Norwood Financial shares.

NWFL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Norwood Financial	36.32%	8.85%	54.82%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wellington management group llp	618.05K	7.68%	$16.81M
Blackrock funding, inc. /de	590.50K	7.34%	$16.06M
Blackrock	551.74K	6.85%	$14.00M
Vanguard group	387.10K	4.81%	$10.53M
Manufacturers life insurance company, the	177.91K	2.21%	$4.84M
Geode capital management	166.45K	2.07%	$4.53M
Dimensional fund advisors lp	106.79K	1.33%	$2.90M
State street	97.49K	1.21%	$2.47M
Ejf capital	78.08K	0.97%	$2.12M
Alliancebernstein	76.91K	0.96%	$2.09M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ejf capital	78.08K	1.46%	$2.12M
Raffles associates lp	20.00K	0.59%	$544.10K
Eagle wealth strategies	23.53K	0.46%	$640.08K
Minerva advisors	13.68K	0.22%	$370.07K
Emerald mutual fund advisers trust	47.50K	0.08%	$1.29M
John g ullman & associates	18.80K	0.08%	$511.45K
Peoples financial services	3.56K	0.04%	$96.70K
Strategic financial services	19.85K	0.03%	$539.91K
Community bank, n.a.	3.99K	0.01%	$101.28K
Bridgeway capital management	20.51K	0.01%	$557.95K

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	618.05K	0.00%	618.05K
Manufacturers life insurance company, the	177.91K	0.00%	177.91K
Ejf capital	78.08K	1.46%	78.08K
Alliancebernstein	76.91K	0.00%	76.91K
Raymond james financial	51.25K	0.00%	51.25K

Top Sellers

Holder	Shares	% Assets	Change
Citadel advisors	-	-	-13.96K
Cambridge investment research advisors	-	-	-11.34K
Cetera investment advisers	75.07K	0.00%	-9.88K
Wealth enhancement advisory services	-	-	-7.85K
Bridgeway capital management	20.51K	0.01%	-7.64K

New Positions

Holder	Shares	% Assets	Change	Value
Wellington management group llp	618.05K	0.00%	618.05K	$16.81M
Manufacturers life insurance company, the	177.91K	0.00%	177.91K	$4.84M
Ejf capital	78.08K	1.46%	78.08K	$2.12M
Alliancebernstein	76.91K	0.00%	76.91K	$2.09M
Raymond james financial	51.25K	0.00%	51.25K	$1.39M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Capital performance advisors llp	-28.00
Stone house investment management	-379.00
Metropolitan life insurance co/ny	-411.00
American group	-3.59K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	63	8.62%	2,922,603	47.38%	36	5.98%	33	-	16	33.33%
Sep 30, 2024	58	13.73%	1,982,982	5.19%	24	4.51%	33	57.14%	12	-20.00%
Jun 30, 2024	51	-7.27%	1,885,143	-17.90%	23	2.88%	21	-	15	-28.57%
Mar 31, 2024	55	3.77%	2,296,079	1.97%	28	3.70%	21	-25.00%	21	75.00%
Dec 31, 2023	53	-	2,251,689	5.43%	27	3.92%	28	27.27%	12	-25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	233.55K	2.52%	-
Vanguard US Total Market Shares ETF	233.55K	2.52%	-
iShares Russell 2000 ETF	207.58K	2.24%	-1.81K
Vanguard Institutional Extnd Mkt Idx Tr	148.97K	1.61%	47.92K
JHancock Regional Bank A	82.11K	0.89%	-
John Hancock Financial Opportunities Fund	78.29K	0.85%	-
JH Financial Opportunities	78.29K	0.85%	-
iShares Russell 2000 Value ETF	76.27K	0.82%	-
Fidelity Small Cap Index	72.79K	0.79%	-1.36K
Emerald Growth A	45.00K	0.49%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 24, 2025	Donnelly James O	President & CEO	Buy	$2.43K
Dec 19, 2024	Donnelly James O	President & CEO	Buy	$39.99K
Dec 20, 2024	O'Bell Vincent	EVP & Chief Lending Officer	Buy	$30.00K
Feb 07, 2025	Schmalzle Ronald R	-	Buy	$74.17K
Feb 04, 2025	Schmalzle Ronald R	-	Buy	$45.37K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	9	-
2024 Q4	1	-
2024 Q3	12	-
2024 Q2	4	-
2024 Q1	1	-

NWFL Ownership FAQ

Who Owns Norwood Financial?

Norwood Financial shareholders are primarily institutional investors at 36.32%, followed by 8.85% insiders and 54.83% retail investors. The average institutional ownership in Norwood Financial's industry, Regional Banks Stocks, is 42.21%, which Norwood Financial falls below.

Who owns the most shares of Norwood Financial?

Norwood Financial’s largest shareholders are Wellington management group llp (618.05K shares, 7.68%), Blackrock funding, inc. /de (590.5K shares, 7.34%), and Blackrock (551.74K shares, 6.85%). Together, they hold 21.87% 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?

Ejf capital is Norwood Financial’s biggest shareholder by percentage of total assets invested, with 1.46% of its assets in 78.08K Norwood Financial shares, valued at 2.12M$.

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 2.52% of its total shares outstanding invested in 233.55K Norwood Financial shares.

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