Norwood Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 634.55 K | $16.13 M | 14.30% | 6.93% |
| BLACKROCK, INC. | 11/12/2025 | 574.25 K | $14.60 M | -1.06% | 6.27% |
| VANGUARD GROUP INC | 11/07/2025 | 439.95 K | $11.18 M | -3.35% | 4.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 200.97 K | $5.11 M | -0.44% | 2.19% |
| CORNERSTONE WEALTH GROUP, LLC | 10/30/2025 | 184.06 K | $4.68 M | 100.00% | 2.01% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 177.48 K | $4.51 M | -0.25% | 1.94% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 133.31 K | $3.39 M | 4.83% | 1.45% |
| STATE STREET CORP | 11/14/2025 | 122.51 K | $3.11 M | 1.26% | 1.34% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 92.43 K | $2.35 M | 3.36% | 1.01% |
| FOURTHSTONE LLC | 11/14/2025 | 83.76 K | $2.13 M | 323.22% | 0.91% |
| NORTHERN TRUST CORP | 11/14/2025 | 71.53 K | $1.82 M | 1.15% | 0.78% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 61.78 K | $1.57 M | 0.07% | 0.67% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 47.83 K | $1.22 M | 8.02% | 0.52% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/30/2025 | 44.20 K | $1.12 M | -6.95% | 0.48% |
| LPL FINANCIAL LLC | 11/12/2025 | 36.65 K | $931.67 K | 1.66% | 0.40% |
| MARSHALL WACE, LLP | 11/13/2025 | 35.32 K | $897.73 K | 40.42% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 25.43 K | $646.00 K | 0.21% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 24.29 K | $617.35 K | 0.00% | 0.27% |
| CITADEL ADVISORS LLC | 11/14/2025 | 23.80 K | $604.92 K | 100.00% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 23.73 K | $603.33 K | -3.47% | 0.26% |
| EAGLE WEALTH STRATEGIES LLC | 11/07/2025 | 23.53 K | $598.08 K | 0.00% | 0.26% |
| STRATEGIC FINANCIAL SERVICES, INC, | 11/14/2025 | 19.85 K | $504.49 K | 0.00% | 0.22% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 14.09 K | $358.04 K | 0.00% | 0.15% |
| MORGAN STANLEY | 11/14/2025 | 14.08 K | $357.84 K | -31.29% | 0.15% |
| MINERVA ADVISORS LLC | 11/12/2025 | 13.68 K | $347.77 K | 0.00% | 0.15% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 13.63 K | $346.53 K | -2.17% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 13.15 K | $334.35 K | 100.00% | 0.14% |
| NUVEEN, LLC | 11/12/2025 | 12.96 K | $329.34 K | 0.00% | 0.14% |
| RAFFLES ASSOCIATES LP | 11/14/2025 | 12.86 K | $326.98 K | -7.21% | 0.14% |
| JOHN G ULLMAN & ASSOCIATES INC | 11/05/2025 | 12.60 K | $320.29 K | -7.35% | 0.14% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 12.51 K | $317.93 K | 61.07% | 0.14% |
| BARCLAYS PLC | 11/12/2025 | 12.14 K | $308.55 K | -17.10% | 0.13% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 11.54 K | $293.25 K | 100.00% | 0.13% |
| QUADRATURE CAPITAL LTD | 11/13/2025 | 11.48 K | $292.37 K | 100.00% | 0.13% |
| ALLIANCE WEALTH ADVISORS, LLC | 10/15/2025 | 11.36 K | $288.67 K | 100.00% | 0.12% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 10.28 K | $261.22 K | 0.00% | 0.11% |
| JPMORGAN CHASE & CO | 11/26/2025 | 9.92 K | $252.24 K | 32.78% | 0.11% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 9.33 K | $237.19 K | 100.00% | 0.10% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 8.51 K | $216.28 K | -0.47% | 0.09% |
| JANE STREET GROUP, LLC | 11/14/2025 | 8.34 K | $211.98 K | 100.00% | 0.09% |
| RHUMBLINE ADVISERS | 11/06/2025 | 7.63 K | $193.87 K | -3.04% | 0.08% |
| COMMUNITY BANK, N.A. | 11/14/2025 | 6.80 K | $172.84 K | 91.61% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 6.60 K | $167.73 K | 19.49% | 0.07% |
| ROYAL BANK OF CANADA | 11/14/2025 | 5.66 K | $144.00 K | -3.43% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 4.88 K | $124.13 K | -7.61% | 0.05% |
| EMERALD ADVISERS, LLC | 10/30/2025 | 4.50 K | $114.39 K | 0.00% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 4.38 K | $111.24 K | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 4.08 K | $103.66 K | -15.69% | 0.04% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 3.72 K | $94.54 K | 0.00% | 0.04% |
| PEOPLES FINANCIAL SERVICES CORP. | 10/28/2025 | 3.56 K | $90.33 K | 0.00% | 0.04% |
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Norwood Financial Corp. institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of Norwood Financial Corp.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 634,553
BlackRock, Inc.: 574,245
VANGUARD GROUP INC: 439,950
GEODE CAPITAL MANAGEMENT, LLC: 200,971
Cornerstone Wealth Group, LLC: 184,064
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 177,483
36.82% of Norwood Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 4.57 M shares in the last 24 months. This purchase volume represents approximately $116.47 M in transactions.