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Norwood Financial (NWFL) Institutional Ownership

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$33.77 0.00 (0.00%)
As of 08/21/2026 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
28.08%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$63.19M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.05M
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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
8/19/2026 Wellington Management Group LLP567,505$18.25M0.0%-24.4%5.206%
8/17/2026 Raffles Associates LP10,949$352K0.3%N/A0.100%
8/17/2026 Bank of America Corp DE23,739$763K0.0%N/A0.218%
8/14/2026 Raffles Associates LP10,949$352K0.3%N/A0.100%
8/14/2026 Legal & General Group Plc1,023$33K0.0%N/A0.009%
8/14/2026 The Manufacturers Life Insurance Company 174,278$5.60M0.0%N/A1.599%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.39,849$1.28M0.0%N/A0.366%
8/12/2026 De Lisle Partners LLP8,908$286K0.0%N/A0.082%
8/7/2026 BlackRock Inc.776,358$24.96M0.0%N/A7.129%
8/7/2026 Deutsche Bank AG10,053$323K0.0%N/A0.092%
8/6/2026 Bank of New York Mellon Corp40,076$1.29M0.0%N/A0.368%
8/3/2026 Walleye Capital LLC10,057$323K0.0%N/A0.092%
5/19/2026 Bank of America Corp DE18,483$544K0.0%+124.1%0.170%
5/16/2026 The Manufacturers Life Insurance Company175,061$5.15M0.0%-1.0%1.608%
5/15/2026 Gateway Wealth Partners LLC17,622$518K0.0%N/A0.162%
5/14/2026 Renaissance Technologies LLC65,526$1.93M0.0%+17.4%0.602%
5/8/2026 Bulldog Investors LLP170,000$5.00M1.1%+165.0%1.561%
5/7/2026 Dimensional Fund Advisors LP155,908$4.59M0.0%+15.8%1.432%
5/6/2026 John G Ullman & Associates Inc.14,800$435K0.1%+17.5%0.136%
5/5/2026 Bank of New York Mellon Corp38,128$1.12M0.0%+6.2%0.350%
4/22/2026 Cornerstone Wealth Group LLC166,585$5.03M0.3%-2.6%1.530%
4/16/2026 SG Americas Securities LLC3,429$101K0.0%N/A0.031%
2/19/2026 Invesco Ltd.8,375$235K0.0%N/A0.090%
2/18/2026 Wellington Management Group LLP888,812$24.93M0.0%+40.1%9.594%
2/18/2026 Quadrature Capital Ltd8,512$239K0.0%-25.8%0.092%
2/18/2026 Millennium Management LLC30,699$861K0.0%+145.5%0.332%
2/17/2026 AQR Capital Management LLC14,358$403K0.0%+9.2%0.155%
2/17/2026 Trexquant Investment LP10,610$298K0.0%N/A0.115%
2/17/2026 Raffles Associates LP12,449$349K0.3%-3.2%0.134%
2/17/2026 Royal Bank of Canada6,120$172K0.0%+8.1%0.066%
2/16/2026 Squarepoint Ops LLC18,626$522K0.0%N/A0.201%
2/16/2026 Barclays PLC13,656$383K0.0%+12.5%0.147%
2/13/2026 Marshall Wace LLP39,551$1.11M0.0%+12.0%0.427%
2/13/2026 The Manufacturers Life Insurance Company 176,796$4.96M0.0%-0.4%1.909%
2/13/2026 CANADA LIFE ASSURANCE Co880$25K0.0%+75.3%0.010%
2/13/2026 Segall Bryant & Hamill LLC55,864$1.57M0.0%N/A0.603%
2/13/2026 Fourthstone LLC19,457$546K0.1%-76.8%0.210%
2/13/2026 Stifel Financial Corp9,889$277K0.0%+16.2%0.107%
2/13/2026 Bulldog Investors LLP64,145$1.80M0.4%+587.4%0.693%
2/13/2026 State Street Corp133,907$3.76M0.0%+9.3%1.446%
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2/13/2026 Wells Fargo & Company MN9,645$271K0.0%+46.2%0.104%
2/12/2026 Commonwealth Equity Services LLC24,478$687K0.0%-3.7%0.264%
2/12/2026 Renaissance Technologies LLC55,806$1.57M0.0%+16.7%0.602%
2/12/2026 Dimensional Fund Advisors LP134,660$3.78M0.0%+1.0%1.454%
2/11/2026 Deutsche Bank AG9,710$272K0.0%+161.1%0.105%
2/11/2026 LPL Financial LLC33,971$953K0.0%-7.3%0.367%
2/11/2026 Los Angeles Capital Management LLC19,645$522K0.0%+39.5%0.212%
2/10/2026 Goldman Sachs Group Inc.25,841$725K0.0%+124.0%0.279%
2/9/2026 Geode Capital Management LLC201,621$5.66M0.0%+0.3%2.176%
2/6/2026 Larson Financial Group LLC4,080$114K0.0%N/A0.044%
2/4/2026 Community Bank N.A.4,487$126K0.0%-34.0%0.048%
2/2/2026 Chicago Capital Management LLC15,069$407K0.4%N/A0.163%
1/26/2026 Cornerstone 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%
1/1/2026 JPMorgan Chase & Co.9,923$252K0.0%+32.8%0.107%
11/17/2025 Millennium Management LLC12,507$318K0.0%+61.1%0.135%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,078$104K0.0%-15.7%0.044%
11/17/2025 Citadel Advisors LLC23,797$605K0.0%N/A0.257%
11/17/2025 Community Bank N.A.6,802$173K0.0%+91.6%0.073%
11/17/2025 Bulldog Investors LLP9,331$237K0.1%N/A0.101%
11/17/2025 Bank of America Corp DE4,883$124K0.0%-7.6%0.053%
11/14/2025 Raymond James Financial Inc.92,425$2.35M0.0%+3.4%0.998%
11/14/2025 Wellington Management Group LLP634,553$16.13M0.0%+14.3%6.850%
11/13/2025 BNP Paribas Financial Markets2,100$53K0.0%+144.5%0.023%
11/13/2025 Russell Investments Group Ltd.2,138$54K0.0%+68.9%0.023%
11/12/2025 Dimensional 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%
11/7/2025 JPMorgan Chase & Co.9,923$252K0.0%+32.8%0.107%
11/5/2025 John G Ullman & Associates Inc.12,600$320K0.0%-7.4%0.136%
10/30/2025 Emerald Mutual Fund Advisers Trust44,200$1.12M0.1%-6.9%0.477%
10/30/2025 Cornerstone Wealth Group LLC184,064$4.68M0.3%N/A1.988%
10/15/2025 Alliance Wealth Advisors LLC11,356$289K0.1%N/A0.123%
9/4/2025 Osaic Holdings Inc.1,061$27K0.0%+130.7%0.011%
8/15/2025 Tower Research Capital LLC TRC 1,771$46K0.0%+293.6%0.019%
8/15/2025 Raffles Associates LP13,863$357K0.4%-30.7%0.150%
8/15/2025 Bridgeway Capital Management LLC10,276$265K0.0%-39.6%0.111%
8/15/2025 Bank of America Corp DE5,285$136K0.0%-18.7%0.057%
8/14/2025 Raymond James Financial Inc.89,419$2.31M0.0%+20.8%0.966%
8/14/2025 Fourthstone LLC19,792$510K0.1%N/A0.214%
8/13/2025 Marshall Wace LLP25,151$648K0.0%N/A0.272%
8/13/2025 Fisher Asset Management LLC11,815$305K0.0%N/A0.128%
8/12/2025 JPMorgan Chase & Co.7,473$193K0.0%-45.6%0.081%
8/8/2025 Cetera Investment Advisers61,743$1.59M0.0%+1.0%0.667%
8/8/2025 Geode Capital Management LLC201,858$5.21M0.0%+3.2%2.180%
8/7/2025 Los Angeles Capital Management LLC14,085$363K0.0%N/A0.152%
7/29/2025 John G Ullman & Associates Inc.13,600$351K0.1%-38.7%0.147%
6/27/2025 Goldman 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%
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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%


NWFL Institutional Ownership - Frequently Asked Questions

During the previous two years, 68 institutional investors and hedge funds held shares of Norwood Financial. The most heavily invested institutionals were BlackRock Inc. ($24.96M), Wellington Management Group LLP ($18.25M), Vanguard Group Inc. ($11.18M), Geode Capital Management LLC ($5.66M), The Manufacturers Life Insurance Company ($5.60M), Cornerstone Wealth Group LLC ($5.03M), and Bulldog Investors LLP ($5.00M).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 61 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), BlackRock Inc. ($776.36K), The Manufacturers Life Insurance Company ($352.19K), Cornerstone Wealth Group LLC ($184.06K), Bulldog Investors LLP ($170K), Raymond James Financial Inc. ($120.91K), and Alliancebernstein L.P. ($76.91K).

Institutional investors have bought a total of 2,113,847 shares in the last 24 months. This purchase volume represents approximately $63.19M in transactions.

Of the 14 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: Wellington Management Group LLP ($183.29K), Fourthstone LLC ($64.31K), Cornerstone Wealth Group LLC ($17.48K), Vanguard Group Inc. ($15.24K), Emerald Mutual Fund Advisers Trust ($3.30K), Quadrature Capital Ltd ($2.97K), and LPL Financial LLC ($2.68K).

Institutional investors have sold a total of 297,517 shares in the last 24 months. This volume of shares sold represents approximately $9.05M in transactions.



Institutional ownership data for NASDAQ:NWFL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/19/2026. New 13F filings are added each quarter as they're published.
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