Norwood Financial Ownership | Who Owns Norwood Financial?

Overview RevenueFinancials Chart Transcripts

Norwood Financial Ownership Summary

Norwood Financial is owned by 47.83% institutional investors, 8.03% insiders, and 44.14% retail investors. Wellington management group llp is the largest institutional shareholder, holding 8.19% of NWFL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.79% of its assets in Norwood Financial shares.

NWFL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Norwood Financial	47.83%	8.03%	44.14%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wellington management group llp	750.79K	8.19%	$22.09M
Blackrock funding, inc. /de	660.68K	7.21%	$19.44M
Blackrock	551.74K	6.85%	$14.00M
Eversource wealth advisors	517.42K	5.65%	$32.39M
Vanguard group	448.22K	4.89%	$12.57M
Ubs group	239.67K	2.62%	$7.05M
Geode capital management	237.41K	2.59%	$6.99M
Manufacturers life insurance company, the	175.06K	1.91%	$5.15M
Bulldog investors, llp	170.00K	1.86%	$5.00M
Cornerstone wealth group	166.59K	1.82%	$5.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bulldog investors, llp	170.00K	1.12%	$5.00M
Eversource wealth advisors	517.42K	0.99%	$32.39M
Minerva advisors	28.58K	0.54%	$840.82K
Cornerstone wealth group	166.59K	0.32%	$5.03M
Raffles associates lp	12.45K	0.32%	$366.25K
Eagle wealth strategies	23.53K	0.30%	$692.19K
Alliance wealth advisors	14.36K	0.19%	$422.59K
Stonebridge financial group	57.23K	0.14%	$1.68M
John g ullman & associates	14.80K	0.06%	$435.42K
Peoples financial services	3.98K	0.06%	$117.05K

Top Buyers

Holder	Shares	% Assets	Change
Eversource wealth advisors	517.42K	0.99%	517.39K
Ubs group	239.67K	0.00%	211.41K
Bulldog investors, llp	170.00K	1.12%	105.86K
Blackrock funding, inc. /de	660.68K	0.00%	80.10K
Vanguard fiduciary trust	66.78K	0.00%	66.78K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	750.79K	0.00%	-138.02K
Segall bryant & hamill	-	-	-55.86K
Ejf capital	-	-	-52.88K
Jacobs asset management	-	-	-50.74K
Lpl financial	-	-	-33.97K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	66.78K	0.00%	66.78K	$1.96M
Stonebridge financial group	57.23K	0.14%	57.23K	$1.68M
Gateway wealth partners	17.62K	0.02%	17.62K	$518.44K
Bailard	15.37K	0.01%	15.37K	$452.30K
Martingale asset management l p	13.10K	0.01%	13.10K	$385.52K

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	2	-97.06%	72,877	-97.65%	-	0.05%	-	-100.00%	1	-94.44%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	304.22K	2.79%	-
Vanguard US Total Market Shares ETF	233.55K	2.52%	-
iShares Russell 2000 ETF	233.90K	2.15%	1.97K
Vanguard Institutional Extnd Mkt Idx Tr	113.40K	1.04%	-
Fidelity Small Cap Index	97.75K	0.90%	1.77K
John Hancock Financial Opportunities Fund	78.29K	0.85%	-
JHancock Regional Bank A	82.11K	0.75%	-
iShares Russell 2000 Value ETF	78.44K	0.72%	420.00
JH Financial Opportunities	78.29K	0.72%	-
Russell 2000 Equity Index Fund B	56.17K	0.51%	-27.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 05, 2025	Schmalzle Ronald R	-	Buy	$14.61K
May 26, 2026	Schmalzle Ronald R	-	Buy	$21.13K
May 12, 2026	FORTE ANDREW	-	Buy	$7.99K
May 05, 2026	Carroll Joseph W	-	Buy	$2.94K
May 05, 2026	Carroll Joseph W	-	Buy	$2.24K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	11	-
2026 Q1	6	-
2025 Q4	6	-
2025 Q3	5	-
2025 Q2	3	-

NWFL Ownership FAQ

Who Owns Norwood Financial?

Norwood Financial shareholders are primarily institutional investors at 47.83%, followed by 8.03% insiders and 44.14% retail investors. The average institutional ownership in Norwood Financial's industry, Regional Banks Stocks, is 38.44%, which Norwood Financial exceeds.

Who owns the most shares of Norwood Financial?

Norwood Financial’s largest shareholders are Wellington management group llp (750.79K shares, 8.19%), Blackrock funding, inc. /de (660.68K shares, 7.21%), and Blackrock (551.74K shares, 6.85%). Together, they hold 22.25% 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 1.12% of its assets in 170K Norwood Financial shares, valued at 5M$.

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 2.79% of its total shares outstanding invested in 304.22K Norwood Financial shares.

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