Norwood Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 888.81 K | $24.93 M | 40.07% | 9.70% |
| BLACKROCK, INC. | 02/12/2026 | 580.58 K | $16.29 M | 1.10% | 6.34% |
| VANGUARD GROUP INC | 01/29/2026 | 448.22 K | $12.57 M | 1.88% | 4.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 201.62 K | $5.66 M | 0.32% | 2.20% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 176.80 K | $4.96 M | -0.39% | 1.93% |
| CORNERSTONE WEALTH GROUP, LLC | 01/26/2026 | 171.05 K | $4.80 M | -7.07% | 1.87% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 134.66 K | $3.78 M | 1.01% | 1.47% |
| STATE STREET CORP | 02/13/2026 | 133.91 K | $3.76 M | 9.31% | 1.46% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 95.94 K | $2.69 M | 3.81% | 1.05% |
| NORTHERN TRUST CORP | 02/17/2026 | 66.17 K | $1.86 M | -7.49% | 0.72% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 64.15 K | $1.80 M | 587.44% | 0.70% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 61.60 K | $1.73 M | -0.29% | 0.67% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 55.86 K | $1.57 M | 100.00% | 0.61% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 55.81 K | $1.57 M | 16.69% | 0.61% |
| MARSHALL WACE, LLP | 02/13/2026 | 39.55 K | $1.11 M | 11.99% | 0.43% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 35.90 K | $1.01 M | 51.24% | 0.39% |
| LPL FINANCIAL LLC | 02/11/2026 | 33.97 K | $952.89 K | -7.31% | 0.37% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 30.70 K | $861.11 K | 145.45% | 0.34% |
| UBS GROUP AG | 01/29/2026 | 28.26 K | $792.75 K | 744.40% | 0.31% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 25.84 K | $724.84 K | 124.00% | 0.28% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/09/2026 | 25.00 K | $701.25 K | -43.44% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 24.48 K | $686.62 K | -3.74% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 24.32 K | $682.12 K | 0.13% | 0.27% |
| EAGLE WEALTH STRATEGIES LLC | 01/06/2026 | 23.53 K | $659.96 K | 0.00% | 0.26% |
| MORGAN STANLEY | 02/13/2026 | 23.48 K | $658.63 K | 66.80% | 0.26% |
| CITADEL ADVISORS LLC | 02/17/2026 | 21.29 K | $597.30 K | -10.52% | 0.23% |
| STRATEGIC FINANCIAL SERVICES, INC, | 02/09/2026 | 19.85 K | $632.89 K | 0.00% | 0.22% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 19.65 K | $521.97 K | 39.47% | 0.21% |
| FOURTHSTONE LLC | 02/13/2026 | 19.46 K | $545.77 K | -76.77% | 0.21% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 18.63 K | $522.46 K | 100.00% | 0.20% |
| CHICAGO CAPITAL MANAGEMENT, LLC | 02/02/2026 | 15.07 K | $407.09 K | 100.00% | 0.16% |
| ALLIANCE WEALTH ADVISORS, LLC | 01/14/2026 | 14.36 K | $402.91 K | 26.49% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 14.36 K | $402.74 K | 9.16% | 0.16% |
| MINERVA ADVISORS LLC | 02/09/2026 | 13.68 K | $383.75 K | 0.00% | 0.15% |
| BARCLAYS PLC | 02/13/2026 | 13.66 K | $383.05 K | 12.51% | 0.15% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 13.64 K | $382.52 K | 0.04% | 0.15% |
| CSS LLC/IL | 02/17/2026 | 13.21 K | $370.63 K | 100.00% | 0.14% |
| NUVEEN, LLC | 02/12/2026 | 12.96 K | $363.42 K | 0.00% | 0.14% |
| JOHN G ULLMAN & ASSOCIATES INC | 02/05/2026 | 12.60 K | $353.43 K | 0.00% | 0.14% |
| RAFFLES ASSOCIATES LP | 02/17/2026 | 12.45 K | $349.19 K | -3.22% | 0.14% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 10.61 K | $297.61 K | 100.00% | 0.12% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 10.28 K | $288.24 K | 0.00% | 0.11% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 9.89 K | $277.39 K | 16.23% | 0.11% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 9.71 K | $272.37 K | 161.09% | 0.11% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 9.65 K | $270.54 K | 46.18% | 0.11% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 9.26 K | $259.63 K | 100.00% | 0.10% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 8.51 K | $238.76 K | -25.85% | 0.09% |
| INVESCO LTD. | 02/19/2026 | 8.38 K | $234.92 K | 100.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 8.25 K | $231.30 K | 68.87% | 0.09% |
| JPMORGAN CHASE & CO | 02/11/2026 | 7.05 K | $197.75 K | -28.95% | 0.08% |
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Norwood Financial Corp. institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of Norwood Financial Corp.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 888,812
BlackRock, Inc.: 580,582
VANGUARD GROUP INC: 448,224
GEODE CAPITAL MANAGEMENT, LLC: 201,621
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 176,796
Cornerstone Wealth Group, LLC: 171,051
26.80% of Norwood Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 5.04 M shares in the last 24 months. This purchase volume represents approximately $155.55 M in transactions.