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Norwood Financial (NWFL) Institutional Ownership

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$31.38 +0.30 (+0.97%)
Closing price 07/13/2026 04:00 PM Eastern
Extended Trading
$31.35 -0.03 (-0.10%)
As of 07/13/2026 06:18 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Norwood Financial (NASDAQ:NWFL)

Current
Institutional Ownership
Percentage
28.08%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$30.06M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.90M
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NWFL Institutional Buying and Selling by Quarter

Norwood Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE18,483$544K0.0%+124.1%0.170%
5/16/2026The Manufacturers Life Insurance Company 175,061$5.15M0.0%-1.0%1.608%
5/15/2026Gateway Wealth Partners LLC17,622$518K0.0%N/A0.162%
5/14/2026Renaissance Technologies LLC65,526$1.93M0.0%+17.4%0.602%
5/8/2026Bulldog Investors LLP170,000$5.00M1.1%+165.0%1.561%
5/7/2026Dimensional Fund Advisors LP155,908$4.59M0.0%+15.8%1.432%
5/6/2026John G Ullman & Associates Inc.14,800$435K0.1%+17.5%0.136%
5/5/2026Bank of New York Mellon Corp38,128$1.12M0.0%+6.2%0.350%
4/22/2026Cornerstone Wealth Group LLC166,585$5.03M0.3%-2.6%1.530%
4/16/2026SG Americas Securities LLC3,429$101K0.0%N/A0.031%
2/19/2026Invesco Ltd.8,375$235K0.0%N/A0.090%
2/18/2026Wellington Management Group LLP888,812$24.93M0.0%+40.1%9.594%
2/18/2026Quadrature Capital Ltd8,512$239K0.0%-25.8%0.092%
2/18/2026Millennium Management LLC30,699$861K0.0%+145.5%0.332%
2/17/2026AQR Capital Management LLC14,358$403K0.0%+9.2%0.155%
2/17/2026Trexquant Investment LP10,610$298K0.0%N/A0.115%
2/17/2026Raffles Associates LP12,449$349K0.3%-3.2%0.134%
2/17/2026Royal Bank of Canada6,120$172K0.0%+8.1%0.066%
2/16/2026Squarepoint Ops LLC18,626$522K0.0%N/A0.201%
2/16/2026Barclays PLC13,656$383K0.0%+12.5%0.147%
2/13/2026Marshall Wace LLP39,551$1.11M0.0%+12.0%0.427%
2/13/2026The Manufacturers Life Insurance Company 176,796$4.96M0.0%-0.4%1.909%
2/13/2026CANADA LIFE ASSURANCE Co880$25K0.0%+75.3%0.010%
2/13/2026Segall Bryant & Hamill LLC55,864$1.57M0.0%N/A0.603%
2/13/2026Fourthstone LLC19,457$546K0.1%-76.8%0.210%
2/13/2026Stifel Financial Corp9,889$277K0.0%+16.2%0.107%
2/13/2026Bulldog Investors LLP64,145$1.80M0.4%+587.4%0.693%
2/13/2026State Street Corp133,907$3.76M0.0%+9.3%1.446%
2/13/2026Wells Fargo & Company MN9,645$271K0.0%+46.2%0.104%
2/12/2026Commonwealth Equity Services LLC24,478$687K0.0%-3.7%0.264%
2/12/2026Renaissance Technologies LLC55,806$1.57M0.0%+16.7%0.602%
2/12/2026Dimensional Fund Advisors LP134,660$3.78M0.0%+1.0%1.454%
2/11/2026Deutsche Bank AG9,710$272K0.0%+161.1%0.105%
2/11/2026LPL Financial LLC33,971$953K0.0%-7.3%0.367%
2/11/2026Los Angeles Capital Management LLC19,645$522K0.0%+39.5%0.212%
2/10/2026Goldman Sachs Group Inc.25,841$725K0.0%+124.0%0.279%
2/9/2026Geode Capital Management LLC201,621$5.66M0.0%+0.3%2.176%
2/6/2026Larson Financial Group LLC4,080$114K0.0%N/A0.044%
2/4/2026Community Bank N.A.4,487$126K0.0%-34.0%0.048%
2/2/2026Chicago Capital Management LLC15,069$407K0.4%N/A0.163%
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1/26/2026Cornerstone Wealth Group LLC171,051$4.80M0.3%-7.1%1.847%
1/14/2026 Alliance Wealth Advisors LLC14,364$403K0.2%+26.5%0.155%
1/1/2026JPMorgan Chase & Co.9,923$252K0.0%+32.8%0.107%
11/17/2025Millennium Management LLC12,507$318K0.0%+61.1%0.135%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,078$104K0.0%-15.7%0.044%
11/17/2025Citadel Advisors LLC23,797$605K0.0%N/A0.257%
11/17/2025Community Bank N.A.6,802$173K0.0%+91.6%0.073%
11/17/2025Bulldog Investors LLP9,331$237K0.1%N/A0.101%
11/17/2025Bank of America Corp DE4,883$124K0.0%-7.6%0.053%
11/14/2025Raymond James Financial Inc.92,425$2.35M0.0%+3.4%0.998%
11/14/2025Wellington Management Group LLP634,553$16.13M0.0%+14.3%6.850%
11/13/2025BNP Paribas Financial Markets2,100$53K0.0%+144.5%0.023%
11/13/2025Russell Investments Group Ltd.2,138$54K0.0%+68.9%0.023%
11/12/2025Dimensional Fund Advisors LP133,309$3.39M0.0%+4.8%1.439%
11/7/2025Vanguard Group Inc.439,950$11.18M0.0%-3.3%4.750%
11/7/2025JPMorgan Chase & Co.9,923$252K0.0%+32.8%0.107%
11/5/2025John G Ullman & Associates Inc.12,600$320K0.0%-7.4%0.136%
10/30/2025Emerald Mutual Fund Advisers Trust44,200$1.12M0.1%-6.9%0.477%
10/30/2025Cornerstone Wealth Group LLC184,064$4.68M0.3%N/A1.988%
10/15/2025 Alliance Wealth Advisors LLC11,356$289K0.1%N/A0.123%
9/4/2025Osaic Holdings Inc.1,061$27K0.0%+130.7%0.011%
8/15/2025Tower Research Capital LLC TRC 1,771$46K0.0%+293.6%0.019%
8/15/2025Raffles Associates LP13,863$357K0.4%-30.7%0.150%
8/15/2025Bridgeway Capital Management LLC10,276$265K0.0%-39.6%0.111%
8/15/2025Bank of America Corp DE5,285$136K0.0%-18.7%0.057%
8/14/2025Raymond James Financial Inc.89,419$2.31M0.0%+20.8%0.966%
8/14/2025Fourthstone LLC19,792$510K0.1%N/A0.214%
8/13/2025Marshall Wace LLP25,151$648K0.0%N/A0.272%
8/13/2025Fisher Asset Management LLC11,815$305K0.0%N/A0.128%
8/12/2025JPMorgan Chase & Co.7,473$193K0.0%-45.6%0.081%
8/8/2025Cetera Investment Advisers61,743$1.59M0.0%+1.0%0.667%
8/8/2025Geode Capital Management LLC201,858$5.21M0.0%+3.2%2.180%
8/7/2025Los Angeles Capital Management LLC14,085$363K0.0%N/A0.152%
7/29/2025John G Ullman & Associates Inc.13,600$351K0.1%-38.7%0.147%
6/27/2025Goldman Sachs Group Inc.12,740$308K0.0%-38.6%0.138%
5/16/2025Goldman Sachs Group Inc.12,740$308K0.0%-38.6%0.138%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,909$119K0.0%+18.5%0.053%
5/16/2025EJF Capital LLC52,877$1.28M0.8%-32.3%0.571%
5/14/2025Jacobs Asset Management LLC60,000$1.45M0.9%-2.3%0.648%
5/14/2025Corebridge Financial Inc.4,079$99K0.0%+13.0%0.044%
5/14/2025Wellington Management Group LLP630,867$15.25M0.0%+2.1%6.811%
5/12/2025Nuveen LLC13,214$319K0.0%N/A0.143%
5/9/2025Deutsche Bank AG6,610$160K0.0%-22.5%0.071%
5/9/2025Charles Schwab Investment Management Inc.23,165$560K0.0%+12.8%0.250%
5/6/2025Cetera Investment Advisers61,139$1.48M0.0%-18.6%0.660%
5/6/2025John G Ullman & Associates Inc.22,200$537K0.1%+18.1%0.240%
4/30/2025Code Waechter LLC14,159$342K0.3%-49.2%0.153%
4/29/2025Bank of New York Mellon Corp23,801$575K0.0%+15.8%0.257%
4/7/2025GAMMA Investing LLC5,076$123K0.0%+42,200.0%0.055%
3/24/2025Wellington Management Group LLP618,052$16.81M0.0%N/A6.672%
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3/24/2025Mascagni Wealth Management Inc.5,053$137K0.1%N/A0.055%
2/17/2025Jacobs Asset Management LLC61,423$1.67M1.0%N/A0.759%
2/17/2025Deutsche Bank AG8,533$232K0.0%N/A0.105%
2/17/2025Cetera Investment Advisers75,068$2.04M0.0%-11.6%0.928%
2/17/2025Bridgeway Capital Management LLC20,509$558K0.0%-27.1%0.254%
2/17/2025Bank of America Corp DE9,086$247K0.0%+48.9%0.112%
2/14/2025Raffles Associates LP20,000$544K0.6%N/A0.247%
2/14/2025Emerald Mutual Fund Advisers Trust47,500$1.29M0.1%N/A0.587%
2/14/2025Northern Trust Corp66,149$1.80M0.0%+7.6%0.818%
2/14/2025The Manufacturers Life Insurance Company177,912$4.84M0.0%N/A2.199%


NWFL Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 institutional investors and hedge funds held shares of Norwood Financial. The most heavily invested institutionals were Wellington Management Group LLP ($24.93M), Vanguard Group Inc. ($11.18M), Geode Capital Management LLC ($5.66M), The Manufacturers Life Insurance Company ($5.15M), Cornerstone Wealth Group LLC ($5.03M), Bulldog Investors LLP ($5.00M), and Dimensional Fund Advisors LP ($4.59M).Learn more on Norwood Financial's institutional investors.

28.08% of Norwood Financial's stock is owned by institutional investors. Learn more on NWFL's institutional investor holdings.

Of the 56 institutional investors that purchased Norwood Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($1.58M), Cornerstone Wealth Group LLC ($184.06K), The Manufacturers Life Insurance Company ($177.91K), Bulldog Investors LLP ($170K), Raymond James Financial Inc. ($120.91K), Alliancebernstein L.P. ($76.91K), and Cetera Investment Advisers ($61.85K).

Institutional investors have bought a total of 1,102,022 shares in the last 24 months. This purchase volume represents approximately $30.06M in transactions.

Of the 15 institutional investors that sold Norwood Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fourthstone LLC ($64.31K), Cornerstone Wealth Group LLC ($17.48K), Vanguard Group Inc. ($15.24K), John G Ullman & Associates Inc. ($9.60K), Bridgeway Capital Management LLC ($6.73K), Raffles Associates LP ($6.55K), and JPMorgan Chase & Co. ($6.26K).

Institutional investors have sold a total of 143,174 shares in the last 24 months. This volume of shares sold represents approximately $3.90M in transactions.



This page (NASDAQ:NWFL) was last updated on 7/14/2026 by MarketBeat.com Staff.
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