Norwood Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 750.79 K | $22.09 M | -15.53% | 8.19% |
| BLACKROCK, INC. | 05/13/2026 | 660.68 K | $19.44 M | 13.80% | 7.21% |
| 05/15/2026 | 428.06 K | $12.59 M | 100.00% | 4.67% | |
| UBS GROUP AG | 05/05/2026 | 239.67 K | $7.05 M | 748.03% | 2.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 237.42 K | $6.99 M | 17.75% | 2.59% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 175.06 K | $5.15 M | -0.98% | 1.91% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 170.00 K | $5.00 M | 165.02% | 1.86% |
| CORNERSTONE WEALTH GROUP, LLC | 04/22/2026 | 166.59 K | $5.03 M | -2.61% | 1.82% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 155.91 K | $4.59 M | 15.78% | 1.70% |
| STATE STREET CORP | 05/15/2026 | 141.67 K | $4.17 M | 5.80% | 1.55% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 98.35 K | $2.89 M | 2.51% | 1.07% |
| NORTHERN TRUST CORP | 05/14/2026 | 79.38 K | $2.34 M | 19.95% | 0.87% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 66.78 K | $1.96 M | 100.00% | 0.73% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 65.53 K | $1.93 M | 17.42% | 0.72% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 61.93 K | $1.82 M | 0.53% | 0.68% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 04/08/2026 | 57.23 K | $1.68 M | 100.00% | 0.62% |
| 05/08/2026 | 57.22 K | $1.68 M | 100.00% | 0.62% | |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 55.76 K | $1.64 M | -0.20% | 0.61% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 48.91 K | $1.44 M | 99.80% | 0.53% |
| MARSHALL WACE, LLP | 05/15/2026 | 41.16 K | $1.21 M | 4.07% | 0.45% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 38.13 K | $1.12 M | 6.22% | 0.42% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 36.77 K | $1.08 M | 87.19% | 0.40% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 36.48 K | $1.07 M | 95.84% | 0.40% |
| MORGAN STANLEY | 05/15/2026 | 35.36 K | $1.04 M | 50.58% | 0.39% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 33.21 K | $976.98 K | 258.77% | 0.36% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 31.05 K | $913.34 K | 20.14% | 0.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 28.68 K | $843.65 K | 17.92% | 0.31% |
| MINERVA ADVISORS LLC | 05/12/2026 | 28.58 K | $840.82 K | 108.90% | 0.31% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/04/2026 | 25.00 K | $735.50 K | 0.00% | 0.27% |
| EAGLE WEALTH STRATEGIES LLC | 04/10/2026 | 23.53 K | $692.19 K | 0.00% | 0.26% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 19.32 K | $568.37 K | 34.55% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 18.48 K | $543.77 K | 124.15% | 0.20% |
| STRATEGIC FINANCIAL SERVICES, INC, | 05/08/2026 | 17.97 K | $528.74 K | -9.44% | 0.20% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 17.62 K | $518.44 K | 100.00% | 0.19% |
| BAILARD, INC. | 05/11/2026 | 15.37 K | $452.30 K | 100.00% | 0.17% |
| JOHN G ULLMAN & ASSOCIATES INC | 05/06/2026 | 14.80 K | $435.42 K | 17.46% | 0.16% |
| ALLIANCE WEALTH ADVISORS, LLC | 05/13/2026 | 14.36 K | $422.59 K | 0.00% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 13.32 K | $391.79 K | -2.35% | 0.15% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 13.10 K | $385.52 K | 100.00% | 0.14% |
| NUVEEN, LLC | 04/30/2026 | 12.96 K | $381.17 K | 0.00% | 0.14% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 12.46 K | $366.63 K | 100.00% | 0.14% |
| RAFFLES ASSOCIATES LP | 05/15/2026 | 12.45 K | $366.25 K | 0.00% | 0.14% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 11.20 K | $329.50 K | 100.00% | 0.12% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 10.28 K | $302.32 K | 0.00% | 0.11% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 9.87 K | $290.35 K | -0.20% | 0.11% |
| CITADEL ADVISORS LLC | 05/15/2026 | 9.82 K | $288.99 K | -53.87% | 0.11% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 9.78 K | $284.00 K | 130.43% | 0.11% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 9.24 K | $271.81 K | 8.54% | 0.10% |
| DE LISLE PARTNERS LLP | 05/13/2026 | 8.81 K | $259.31 K | 100.00% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 8.42 K | $247.72 K | -72.57% | 0.09% |
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Norwood Financial Corp. institutional Ownership - FAQ's
During the previous two years, 127 institutional investors and hedge funds held shares of Norwood Financial Corp.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 750,791
BlackRock, Inc.: 660,683
UBS Group AG: 239,670
GEODE CAPITAL MANAGEMENT, LLC: 237,415
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 175,061
Bulldog Investors, LLP: 170,000
48.44% of Norwood Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 5.60 M shares in the last 24 months. This purchase volume represents approximately $162.04 M in transactions.