Fidelity D&D Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 296.36 K | $12.90 B | -1.13% | 5.12% |
| VANGUARD GROUP INC | 01/29/2026 | 250.21 K | $10.89 B | 1.09% | 4.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 114.26 K | $4.98 B | 0.45% | 1.98% |
| FIDELITY D & D BANCORP INC | 02/09/2026 | 98.30 K | $4.28 M | -2.80% | 1.70% |
| STATE STREET CORP | 02/13/2026 | 74.53 K | $3.24 M | 0.82% | 1.29% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 02/11/2026 | 36.24 K | $1.58 M | 0.00% | 0.63% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 34.61 K | $1.51 M | 17.50% | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 27.58 K | $1.20 M | -18.60% | 0.48% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 26.74 K | $1.16 B | 13.21% | 0.46% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 22.84 K | $994.31 K | 0.00% | 0.39% |
| SIENA CAPITAL PARTNERS GP, LLC | 02/11/2026 | 21.36 K | $929.93 K | 2,289.60% | 0.37% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 16.52 K | $718.97 K | 12.36% | 0.29% |
| CITADEL ADVISORS LLC | 02/17/2026 | 15.18 K | $660.74 M | -23.20% | 0.26% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 14.60 K | $635.55 K | 34.20% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 13.71 K | $596.71 K | 0.02% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 13.43 K | $584.48 M | -5.04% | 0.23% |
| BARCLAYS PLC | 02/13/2026 | 13.14 K | $572.03 M | -0.08% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 11.39 K | $495.85 M | 1.79% | 0.20% |
| MORGAN STANLEY | 02/13/2026 | 10.83 K | $471.42 M | 17.01% | 0.19% |
| JACOBI CAPITAL MANAGEMENT LLC | 02/13/2026 | 9.22 K | $401.51 K | 14.36% | 0.16% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 9.13 K | $397.47 K | 14.15% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 8.98 K | $390.86 M | 31.52% | 0.16% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 8.26 K | $359.51 K | 0.00% | 0.14% |
| NUVEEN, LLC | 02/12/2026 | 8.09 K | $352.07 M | 0.00% | 0.14% |
| LEWIS ASSET MANAGEMENT, LLC | 01/15/2026 | 7.81 K | $340.06 K | 4.73% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 7.73 K | $336.40 M | -6.71% | 0.13% |
| ALLIANCE WEALTH ADVISORS, LLC | 01/14/2026 | 7.57 K | $329.56 K | -14.79% | 0.13% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 7.17 K | $312.24 K | 100.00% | 0.12% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 6.90 K | $300.23 K | 100.00% | 0.12% |
| RHUMBLINE ADVISERS | 02/13/2026 | 6.07 K | $264.27 M | -9.24% | 0.11% |
| ZULLO INVESTMENT GROUP, INC. | 01/26/2026 | 5.94 K | $258.70 K | 0.00% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 5.87 K | $255.70 M | -9.80% | 0.10% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 5.33 K | $232.02 K | 46.23% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 5.10 K | $222.00 K | 0.00% | 0.09% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 4.19 K | $182.57 K | -1.39% | 0.07% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.38 K | $146.91 K | -31.47% | 0.06% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 3.19 K | $135.00 K | 383.79% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 2.77 K | $120.40 K | 0.00% | 0.05% |
| CWM, LLC | 01/26/2026 | 2.25 K | $98.00 K | 9.74% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 2.04 K | $88.76 K | 0.00% | 0.04% |
| MEEDER ASSET MANAGEMENT INC | 02/11/2026 | 2.02 K | $88.11 K | 0.00% | 0.04% |
| VERSANT CAPITAL MANAGEMENT, INC | 01/08/2026 | 1.53 K | $66.69 K | 20.54% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.44 K | $62.73 K | 0.00% | 0.02% |
| VALLEY NATIONAL ADVISERS INC | 01/23/2026 | 1.38 K | $59.00 K | 0.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 1.19 K | $51.67 M | 0.17% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 647 | $28.00 M | 154.72% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 635 | $27.64 M | -93.33% | 0.01% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 570 | $25.00 K | 100.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 445 | $19.37 K | 0.00% | 0.01% |
| GAMMA INVESTING LLC | 01/05/2026 | 409 | $17.80 M | 27.81% | 0.01% |
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Fidelity D&D Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of Fidelity D&D Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 296,361
VANGUARD GROUP INC: 250,210
GEODE CAPITAL MANAGEMENT, LLC: 114,262
FIDELITY D & D BANCORP INC: 98,304
STATE STREET CORP: 74,530
LIBERTY SQUARE WEALTH PARTNERS LLC: 36,243
20.45% of Fidelity D&D Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.56 M shares in the last 24 months. This purchase volume represents approximately $70.32 M in transactions.