Norwood Financial Ownership | Who Owns Norwood Financial?
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 | 56.79% | 12.57% | 30.64% |
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 |
| Manufacturers life insurance company, the | 174.28K | 1.90% | $5.60M |
| Bulldog investors, llp | 170.00K | 1.86% | $5.47M |
| Cornerstone wealth group | 166.59K | 1.82% | $5.36M |
| Dimensional fund advisors lp | 166.01K | 1.81% | $5.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bulldog investors, llp | 170.00K | 1.20% | $5.47M |
| Minerva advisors | 28.58K | 0.58% | $918.85K |
| Raffles associates lp | 10.95K | 0.32% | $352.01K |
| Cornerstone wealth group | 166.59K | 0.32% | $5.36M |
| Eagle wealth strategies | 23.53K | 0.29% | $756.42K |
| Alliance wealth advisors | 14.36K | 0.15% | $461.80K |
| Stonebridge financial group | 57.26K | 0.14% | $1.84M |
| John g ullman & associates | 14.60K | 0.06% | $469.39K |
| Peoples financial services | 3.56K | 0.05% | $114.26K |
| De lisle partners llp | 8.91K | 0.03% | $286.39K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 776.36K | 0.00% | 115.67K |
| 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 |
| Marshall wace, llp | 65.74K | 0.00% | 24.58K |
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 |
| Lpl financial | - | - | -33.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 32.07K | 0.00% | 32.07K | $1.03M |
| Walleye capital | 10.06K | 0.00% | 10.06K | $323.33K |
| Xtx topco | 8.62K | 0.00% | 8.62K | $277.07K |
| Signature estate & investment advisors | 6.74K | 0.00% | 6.74K | $216.72K |
| Wealth enhancement advisory services | 6.62K | 0.00% | 6.62K | $205.87K |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Wealth preservation advisors | -2.00 |
| Root financial partners | -5.00 |
| Capital performance advisors llp | -28.00 |
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 | 2.85% | - |
| Vanguard US Total Market Shares ETF | 233.55K | 2.52% | - |
| iShares Russell 2000 ETF | 270.21K | 2.48% | -4.80K |
| Total Return Securities Fund | 170.00K | 1.56% | 79.32K |
| Vanguard Institutional Extnd Mkt Idx Tr | 113.00K | 1.01% | - |
| iShares Russell 2000 Value ETF | 105.06K | 0.96% | - |
| Fidelity Small Cap Index | 100.17K | 0.92% | 1.09K |
| John Hancock Financial Opportunities Fund | 78.29K | 0.85% | - |
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 Q3 | 1 | 4 |
| 2026 Q2 | 11 | - |
| 2026 Q1 | 6 | - |
| 2025 Q4 | 6 | - |
| 2025 Q3 | 5 | - |
NWFL Ownership FAQ
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