Norwood Financial Ownership | Who Owns Norwood Financial?
Norwood Financial Ownership Summary
Norwood Financial is owned by 33.19% institutional investors, 8.33% insiders, and 58.49% 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 2.56% of its assets in Norwood Financial shares.
NWFL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Norwood Financial | 33.19% | 8.33% | 58.49% |
| 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 |
|---|---|---|---|
| Wellington management group llp | 618.05K | 7.68% | $16.81M |
| Blackrock | 551.74K | 6.85% | $14.00M |
| Blackrock funding, inc. /de | 580.42K | 6.33% | $14.96M |
| 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 |
| Raymond james financial | 89.42K | 0.98% | $2.31M |
| Alliancebernstein | 76.91K | 0.96% | $2.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jacobs asset management | 50.74K | 0.75% | $1.31M |
| Raffles associates lp | 20.00K | 0.59% | $483.40K |
| Eagle wealth strategies | 23.53K | 0.34% | $606.55K |
| Minerva advisors | 13.68K | 0.23% | $352.70K |
| Emerald mutual fund advisers trust | 47.50K | 0.07% | $1.22M |
| John g ullman & associates | 13.60K | 0.05% | $350.61K |
| Peoples financial services | 3.56K | 0.05% | $91.61K |
| Strategic financial services | 19.85K | 0.03% | $511.63K |
| Bridgeway capital management | 20.51K | 0.01% | $557.95K |
| Community bank, n.a. | 3.55K | 0.01% | $91.48K |
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 |
| Alliancebernstein | 76.91K | 0.00% | 76.91K |
| Marshall wace, llp | 25.15K | 0.00% | 25.15K |
| Raymond james financial | 89.42K | 0.00% | 15.41K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ejf capital | - | - | -52.88K |
| Blackrock funding, inc. /de | 580.42K | 0.00% | -16.71K |
| Citadel advisors | - | - | -13.96K |
| Cambridge investment research advisors | - | - | -11.34K |
| American century companies | - | - | -9.43K |
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 |
| Alliancebernstein | 76.91K | 0.00% | 76.91K | $2.09M |
| Marshall wace, llp | 25.15K | 0.00% | 25.15K | $648.39K |
| Los angeles capital management | 14.09K | 0.00% | 14.09K | $363.11K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Nisa investment advisors | -9.00 |
| Capital performance advisors llp | -28.00 |
| Gamma investing | -210.00 |
| Stone house investment management | -379.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 236.82K | 2.56% | -5.22K |
| Vanguard US Total Market Shares ETF | 233.55K | 2.52% | - |
| iShares Russell 2000 ETF | 180.38K | 1.95% | -3.46K |
| Vanguard Institutional Extnd Mkt Idx Tr | 94.50K | 1.02% | -54.47K |
| Fidelity Small Cap Index | 85.46K | 0.92% | 380.00 |
| 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 | 70.86K | 0.77% | 53.00 |
| Fidelity Extended Market Index | 45.71K | 0.49% | -119.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 06, 2025 | Donnelly James O | President & CEO | Buy | $4.78K |
| Aug 05, 2025 | Schmalzle Ronald R | - | Buy | $14.61K |
| Aug 01, 2025 | McCaffery John Martin JR | EVP & CFO | Buy | $12.05K |
| Jul 29, 2025 | FORTE ANDREW | - | Buy | $9.83K |
| Jul 25, 2025 | Donnelly James O | President & CEO | Buy | $2.44K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 5 | - |
| 2025 Q2 | 3 | - |
| 2025 Q1 | 9 | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | 12 | - |
NWFL Ownership FAQ
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