Norwood Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 776.36 K | $24.96 M | 17.51% | 8.47% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 567.51 K | $18.25 M | -24.41% | 6.19% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 441.76 K | $14.20 M | 3.20% | 4.82% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 258.16 K | $8.30 M | 8.74% | 2.82% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 174.28 K | $5.60 M | -0.45% | 1.90% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 170.00 K | $5.47 M | 0.00% | 1.86% |
| CORNERSTONE WEALTH GROUP, LLC | 07/27/2026 | 166.59 K | $5.36 M | 0.00% | 1.82% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 166.01 K | $5.34 M | 6.48% | 1.81% |
| STATE STREET CORP | 08/07/2026 | 155.95 K | $5.01 M | 10.08% | 1.70% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 97.90 K | $3.15 M | -0.45% | 1.07% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 95.31 K | $3.06 M | 53.90% | 1.04% |
| NORTHERN TRUST CORP | 08/13/2026 | 81.23 K | $2.61 M | 2.34% | 0.89% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 69.06 K | $2.22 M | 20.68% | 0.75% |
| MARSHALL WACE, LLP | 08/13/2026 | 65.74 K | $2.11 M | 59.72% | 0.72% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 65.56 K | $2.11 M | 0.05% | 0.72% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 64.88 K | $2.09 M | -2.85% | 0.71% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 59.62 K | $1.92 M | 6.94% | 0.65% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 07/06/2026 | 57.26 K | $1.84 M | 0.06% | 0.62% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 46.73 K | $1.50 M | -4.44% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 40.08 K | $1.29 M | 5.11% | 0.44% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 39.85 K | $1.28 M | 20.00% | 0.43% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 37.89 K | $1.22 M | 238.31% | 0.41% |
| CITADEL ADVISORS LLC | 09/02/2026 | 34.39 K | $1.11 M | 250.09% | 0.38% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 33.89 K | $1.09 M | -7.83% | 0.37% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 32.07 K | $1.03 M | 11.84% | 0.35% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 32.07 K | $1.03 M | 100.00% | 0.35% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 32.07 K | $1.03 M | 66.00% | 0.35% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 30.49 K | $980.38 K | 132.71% | 0.33% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 29.26 K | $940.74 K | -5.75% | 0.32% |
| MINERVA ADVISORS LLC | 08/12/2026 | 28.58 K | $918.85 K | 0.00% | 0.31% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 26.00 K | $835.96 K | -28.72% | 0.28% |
| UBS GROUP AG | 08/13/2026 | 25.76 K | $828.06 K | -89.25% | 0.28% |
| MORGAN STANLEY | 08/13/2026 | 25.74 K | $827.67 K | -27.19% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 23.74 K | $763.21 K | 28.44% | 0.26% |
| EAGLE WEALTH STRATEGIES LLC | 07/09/2026 | 23.53 K | $756.43 K | 0.00% | 0.26% |
| BAILARD, INC. | 07/30/2026 | 22.72 K | $730.58 K | 47.81% | 0.25% |
| QUADRATURE CAPITAL LTD | 08/07/2026 | 19.14 K | $615.42 K | 107.19% | 0.21% |
| STRATEGIC FINANCIAL SERVICES, INC, | 08/24/2026 | 17.97 K | $577.80 K | 0.00% | 0.20% |
| NUVEEN, LLC | 08/11/2026 | 16.90 K | $543.43 K | 30.46% | 0.18% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 14.94 K | $475.00 K | 52.84% | 0.16% |
| JOHN G ULLMAN & ASSOCIATES INC | 08/11/2026 | 14.60 K | $469.39 K | -1.35% | 0.16% |
| ALLIANCE WEALTH ADVISORS, LLC | 07/09/2026 | 14.36 K | $461.80 K | 0.00% | 0.16% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 13.89 K | $446.69 K | 11.49% | 0.15% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 13.32 K | $428.14 K | 0.00% | 0.15% |
| RAFFLES ASSOCIATES LP | 08/17/2026 | 10.95 K | $352.01 K | -12.05% | 0.12% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 10.28 K | $330.37 K | 0.00% | 0.11% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 10.06 K | $323.33 K | 100.00% | 0.11% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 10.05 K | $323.20 K | 80.29% | 0.11% |
| INVESCO LTD. | 08/14/2026 | 9.92 K | $319.03 K | 24.85% | 0.11% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 9.41 K | $303.00 K | 174.42% | 0.10% |
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Norwood Financial Corp. institutional Ownership - FAQ's
During the previous two years, 142 institutional investors and hedge funds held shares of Norwood Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 776,358
WELLINGTON MANAGEMENT GROUP LLP: 567,505
VANGUARD CAPITAL MANAGEMENT LLC: 441,759
GEODE CAPITAL MANAGEMENT, LLC: 258,159
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 174,278
Bulldog Investors, LLP: 170,000
48.46% of Norwood Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 6.09 M shares in the last 24 months. This purchase volume represents approximately $176.18 M in transactions.