Fidelity D & D Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 299.76 K | $13.14 M | 2.35% | 5.20% |
| VANGUARD GROUP INC | 11/07/2025 | 247.52 K | $10.85 M | 0.68% | 4.30% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 113.75 K | $4.99 M | -0.36% | 1.97% |
| FIDELITY D & D BANCORP INC | 11/13/2025 | 101.13 K | $4.43 M | -11.08% | 1.76% |
| STATE STREET CORP | 11/14/2025 | 73.92 K | $3.24 M | 0.21% | 1.28% |
| CREATIVE PLANNING | 11/14/2025 | 40.93 K | $1.79 M | 0.33% | 0.71% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 11/06/2025 | 36.24 K | $1.59 M | -0.47% | 0.63% |
| NORTHERN TRUST CORP | 11/14/2025 | 35.73 K | $1.57 M | -1.76% | 0.62% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 33.88 K | $1.49 M | -12.21% | 0.59% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 29.45 K | $1.29 M | 1.05% | 0.51% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 23.62 K | $1.04 M | 42.04% | 0.41% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 22.84 K | $1.00 M | 0.00% | 0.40% |
| CITADEL ADVISORS LLC | 11/14/2025 | 19.76 K | $866.26 K | 65.04% | 0.34% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 17.45 K | $764.97 K | 18.21% | 0.30% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 14.70 K | $644.13 K | 0.00% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 14.14 K | $619.76 K | 125.27% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 13.71 K | $600.69 K | 0.00% | 0.24% |
| BARCLAYS PLC | 11/12/2025 | 13.15 K | $576.41 K | -3.90% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 11.19 K | $490.50 K | 3.71% | 0.19% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 10.88 K | $476.83 K | 100.00% | 0.19% |
| UBS GROUP AG | 11/13/2025 | 9.52 K | $417.31 K | 451.94% | 0.17% |
| MORGAN STANLEY | 11/14/2025 | 9.26 K | $405.66 K | -15.01% | 0.16% |
| ALLIANCE WEALTH ADVISORS, LLC | 10/15/2025 | 8.89 K | $389.42 K | -4.83% | 0.15% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 8.28 K | $363.09 K | 0.00% | 0.14% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 8.26 K | $361.99 K | 0.00% | 0.14% |
| HSBC HOLDINGS PLC | 11/13/2025 | 8.21 K | $355.41 K | 37.05% | 0.14% |
| NUVEEN, LLC | 11/12/2025 | 8.09 K | $354.50 K | 0.00% | 0.14% |
| JACOBI CAPITAL MANAGEMENT LLC | 11/07/2025 | 8.07 K | $353.52 K | 0.10% | 0.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 8.00 K | $350.60 K | 9.98% | 0.14% |
| LEWIS ASSET MANAGEMENT, LLC | 10/20/2025 | 7.46 K | $326.93 K | 0.04% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 6.83 K | $299.23 K | 7.48% | 0.12% |
| RHUMBLINE ADVISERS | 11/06/2025 | 6.69 K | $293.17 K | -1.63% | 0.12% |
| JANE STREET GROUP, LLC | 11/14/2025 | 6.51 K | $285.42 K | -3.64% | 0.11% |
| ZULLO INVESTMENT GROUP, INC. | 10/23/2025 | 5.94 K | $260.48 K | 0.00% | 0.10% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 5.32 K | $233.00 K | 100.00% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 5.10 K | $224.00 K | 0.00% | 0.09% |
| JPMORGAN CHASE & CO | 11/26/2025 | 4.93 K | $215.86 K | 21.46% | 0.09% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 4.25 K | $186.41 K | 0.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.65 K | $159.76 K | 19.47% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 2.77 K | $121.23 K | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 2.27 K | $99.28 K | -12.92% | 0.04% |
| CWM, LLC | 10/15/2025 | 2.05 K | $90.00 K | 43.94% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 2.04 K | $89.37 K | 0.00% | 0.04% |
| MEEDER ASSET MANAGEMENT INC | 10/24/2025 | 2.02 K | $88.71 K | 0.00% | 0.04% |
| FMR LLC | 11/13/2025 | 1.66 K | $72.54 K | 2.60% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 1.44 K | $63.16 K | 0.00% | 0.03% |
| VALLEY NATIONAL ADVISERS INC | 10/17/2025 | 1.38 K | $60.00 K | 0.00% | 0.02% |
| VERSANT CAPITAL MANAGEMENT, INC | 10/27/2025 | 1.27 K | $55.71 K | 20.47% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 1.19 K | $51.94 K | 148.95% | 0.02% |
| SIENA CAPITAL PARTNERS GP, LLC | 11/12/2025 | 894 | $39.18 K | 100.00% | 0.02% |
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Fidelity D & D Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 89 institutional investors and hedge funds held shares of Fidelity D & D Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 299,760
VANGUARD GROUP INC: 247,519
GEODE CAPITAL MANAGEMENT, LLC: 113,754
FIDELITY D & D BANCORP INC: 101,131
STATE STREET CORP: 73,923
Creative Planning: 40,933
23.11% of Fidelity D & D Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.68 M shares in the last 24 months. This purchase volume represents approximately $73.37 M in transactions.