Fidelity D&D Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 302.45 K | $13.09 M | 2.05% | 5.23% |
| 05/15/2026 | 194.70 K | $8.43 M | 100.00% | 3.37% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 113.14 K | $4.90 M | -0.98% | 1.96% |
| FIDELITY D & D BANCORP INC | 04/30/2026 | 99.27 K | $4.30 M | 0.98% | 1.72% |
| STATE STREET CORP | 05/15/2026 | 75.53 K | $3.27 M | 1.34% | 1.31% |
| SIENA CAPITAL PARTNERS GP, LLC | 05/14/2026 | 45.28 K | $1.96 M | 111.94% | 0.78% |
| CREATIVE PLANNING | 05/12/2026 | 41.10 K | $1.78 M | 0.16% | 0.71% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 37.24 K | $1.61 M | 35.01% | 0.64% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 05/07/2026 | 36.24 K | $1.57 M | 0.00% | 0.63% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 35.81 K | $1.55 M | 33.90% | 0.62% |
| NORTHERN TRUST CORP | 05/14/2026 | 35.12 K | $1.52 M | 8.83% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 29.58 K | $1.28 M | -14.54% | 0.51% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 29.56 K | $1.28 M | 100.00% | 0.51% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 28.43 K | $1.23 M | -8.14% | 0.49% |
| 05/08/2026 | 27.51 K | $1.19 M | 100.00% | 0.48% | |
| STIFEL FINANCIAL CORP | 05/12/2026 | 23.84 K | $1.03 M | 4.38% | 0.41% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 19.34 K | $837.03 K | 17.08% | 0.33% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 16.41 K | $710.02 K | 12.36% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 12.07 K | $522.39 K | -11.95% | 0.21% |
| HSBC HOLDINGS PLC | 04/30/2026 | 11.58 K | $505.40 K | 41.68% | 0.20% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 11.29 K | $488.67 K | -0.88% | 0.20% |
| JACOBI CAPITAL MANAGEMENT LLC | 05/14/2026 | 11.06 K | $478.54 K | 19.87% | 0.19% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 10.62 K | $459.81 K | 48.11% | 0.18% |
| ALLIANCE WEALTH ADVISORS, LLC | 05/13/2026 | 9.87 K | $427.17 K | 30.37% | 0.17% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 9.75 K | $421.85 K | 6.75% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 9.60 K | $415.32 K | 6.87% | 0.17% |
| BARCLAYS PLC | 05/15/2026 | 9.43 K | $407.91 K | -28.28% | 0.16% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 8.44 K | $361.00 K | 164.42% | 0.15% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 8.26 K | $357.45 K | 0.00% | 0.14% |
| MORGAN STANLEY | 05/15/2026 | 8.12 K | $351.50 K | -25.01% | 0.14% |
| NUVEEN, LLC | 04/30/2026 | 8.09 K | $350.05 K | 0.00% | 0.14% |
| LEWIS ASSET MANAGEMENT, LLC | 04/21/2026 | 7.82 K | $338.25 K | 0.04% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 7.73 K | $334.47 K | 0.00% | 0.13% |
| CITADEL ADVISORS LLC | 05/15/2026 | 7.07 K | $305.99 K | -53.42% | 0.12% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 6.91 K | $299.11 K | 0.20% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 6.50 K | $281.19 K | -51.61% | 0.11% |
| RHUMBLINE ADVISERS | 05/12/2026 | 6.01 K | $260.15 K | -0.99% | 0.10% |
| ZULLO INVESTMENT GROUP, INC. | 04/15/2026 | 5.94 K | $257.21 K | 0.00% | 0.10% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 5.61 K | $242.71 K | 100.00% | 0.10% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 5.37 K | $232.46 K | 28.06% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 5.10 K | $221.00 K | 0.00% | 0.09% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 3.91 K | $169.54 K | 43,344.44% | 0.07% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 2.77 K | $119.71 K | 0.00% | 0.05% |
| CWM, LLC | 05/14/2026 | 2.46 K | $106.38 K | 9.05% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 2.31 K | $99.89 K | 5.92% | 0.04% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 2.29 K | $99.11 K | 100.00% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 2.04 K | $88.25 K | 0.00% | 0.04% |
| MEEDER ASSET MANAGEMENT INC | 05/07/2026 | 2.02 K | $87.60 K | 0.00% | 0.04% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.94 K | $84.75 K | -42.46% | 0.03% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.80 K | $77.77 K | -66.29% | 0.03% |
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Fidelity D&D Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Fidelity D&D Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 302,448
GEODE CAPITAL MANAGEMENT, LLC: 113,144
FIDELITY D & D BANCORP INC: 99,269
STATE STREET CORP: 75,530
Siena Capital Partners GP, LLC: 45,276
Creative Planning: 41,101
24.54% of Fidelity D&D Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.80 M shares in the last 24 months. This purchase volume represents approximately $77.56 M in transactions.