Fidelity D&D Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 345.01 K | $17.74 M | 14.07% | 5.89% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 194.79 K | $10.02 M | 0.04% | 3.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 121.64 K | $6.26 M | 7.51% | 2.08% |
| FIDELITY D & D BANCORP INC | 08/06/2026 | 94.96 K | $4.88 M | -4.34% | 1.62% |
| STATE STREET CORP | 08/07/2026 | 75.16 K | $3.86 M | -0.49% | 1.28% |
| SIENA CAPITAL PARTNERS GP, LLC | 08/14/2026 | 45.28 K | $2.33 M | 0.00% | 0.77% |
| CREATIVE PLANNING | 08/13/2026 | 41.25 K | $2.12 M | 0.36% | 0.70% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 38.49 K | $1.98 M | 7.49% | 0.66% |
| NORTHERN TRUST CORP | 08/13/2026 | 37.99 K | $1.95 M | 8.16% | 0.65% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 08/10/2026 | 36.24 K | $1.86 M | 0.00% | 0.62% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 35.15 K | $1.81 M | 23.61% | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 32.19 K | $1.66 M | -13.56% | 0.55% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 31.95 K | $1.64 M | 16.14% | 0.55% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 30.40 K | $1.56 M | 2.80% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 29.91 K | $1.54 M | 1.18% | 0.51% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 24.34 K | $1.25 M | 48.38% | 0.42% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 21.75 K | $1.12 M | 12.47% | 0.37% |
| HSBC HOLDINGS PLC | 08/14/2026 | 19.41 K | $998.97 K | 67.56% | 0.33% |
| ALLIANCE WEALTH ADVISORS, LLC | 07/09/2026 | 15.32 K | $787.64 K | 55.20% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 13.34 K | $685.89 K | 10.51% | 0.23% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 13.34 K | $685.89 K | 100.00% | 0.23% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 11.34 K | $582.95 K | 16.31% | 0.19% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 10.83 K | $556.93 K | 1.95% | 0.18% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 10.49 K | $539.45 K | -7.09% | 0.18% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 10.05 K | $511.00 K | 18.99% | 0.17% |
| BARCLAYS PLC | 08/14/2026 | 9.64 K | $495.43 K | 2.23% | 0.16% |
| JACOBI CAPITAL MANAGEMENT LLC | 07/31/2026 | 9.22 K | $474.27 K | -16.59% | 0.16% |
| NUVEEN, LLC | 08/11/2026 | 8.78 K | $451.31 K | 8.52% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 8.53 K | $438.61 K | -11.11% | 0.15% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 8.34 K | $429.00 K | 1,374.03% | 0.14% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 8.26 K | $424.68 K | 0.00% | 0.14% |
| MORGAN STANLEY | 08/13/2026 | 7.92 K | $407.01 K | -2.54% | 0.14% |
| LEWIS ASSET MANAGEMENT, LLC | 07/21/2026 | 7.82 K | $402.02 K | 0.04% | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 7.73 K | $397.37 K | 0.00% | 0.13% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 6.93 K | $356.24 K | 0.25% | 0.12% |
| CITADEL ADVISORS LLC | 09/02/2026 | 6.77 K | $348.32 K | -4.19% | 0.12% |
| RHUMBLINE ADVISERS | 08/12/2026 | 6.12 K | $314.63 K | 1.80% | 0.10% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 6.07 K | $312.12 K | 100.00% | 0.10% |
| ZULLO INVESTMENT GROUP, INC. | 07/31/2026 | 5.94 K | $305.59 K | 0.00% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 5.93 K | $304.82 K | -8.76% | 0.10% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 5.61 K | $288.36 K | 0.00% | 0.10% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 5.45 K | $280.39 K | -77.13% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 5.10 K | $262.00 K | 0.00% | 0.09% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 4.63 K | $238.23 K | -13.74% | 0.08% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 4.31 K | $221.52 K | 281.91% | 0.07% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 4.02 K | $206.55 K | 123.54% | 0.07% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 3.91 K | $201.26 K | 0.10% | 0.07% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 2.77 K | $142.23 K | 0.00% | 0.05% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 2.61 K | $134.15 K | 562.18% | 0.04% |
| CITIGROUP INC | 08/03/2026 | 2.22 K | $114.00 K | 804.90% | 0.04% |
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Fidelity D&D Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of Fidelity D&D Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 345,008
VANGUARD CAPITAL MANAGEMENT LLC: 194,785
GEODE CAPITAL MANAGEMENT, LLC: 121,639
FIDELITY D & D BANCORP INC: 94,958
STATE STREET CORP: 75,160
Siena Capital Partners GP, LLC: 45,276
25.90% of Fidelity D&D Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.12 M shares in the last 24 months. This purchase volume represents approximately $91.46 M in transactions.