Norwood Financial Corp (NWFL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

8,147,603Shares Outstanding

89,694Shares held by institutions

$2,877,384Value of institutional holdings

12.02%Institutional ownership %

-5.58%Shares Changed QoQ

34No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Norwood Financial Corp (NASDAQ:NWFL) currently has 90 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of Norwood Financial owned by institutions changed from 27.3% in September 2025 to 30.2% in December 2025, marking a slight up trend.
Institutional share ownership changed by 14.24% QoQ, while the number of institutional owners saw an increase of 28.57% YoY.
The latest 13F cycle for Norwood Financial reveals that of 90 total investors, 47 funds grew their exposure, whereas 22 reduced theirs and 21 made no changes.
The aggregate institutional position in Norwood Financial now stands at 3.74Mn shares as of December 2025, after investors increased their holdings (up by 465.66K shares quarter on quarter which is up 635.93K shares year over year).
WELLINGTON MANAGEMENT GROUP LLP's holding of 888.81K shares as of December 31, 2025 makes it the primary institutional investor in Norwood Financial, owning 7.19% of the stock.
Among the most significant buyers of Norwood Financial during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (254.26K), SEGALL BRYANT & HAMILL, LLC (55.86K), Bulldog Investors, LLP (54.81K), UBS Group AG (24.91K), Squarepoint Ops LLC (18.63K).
Leading sellers of Norwood Financial stock in December 2025 included Fourthstone LLC (64.31K), EMERALD MUTUAL FUND ADVISERS TRUST (19.20K), Cornerstone Wealth Group, LLC (13.01K), NORTHERN TRUST CORP (5.36K), Quadrature Capital Ltd (2.97K).
The top 10 institutional holders of Norwood Financial for the quarter ending December 2025 included WELLINGTON MANAGEMENT GROUP LLP (888.81K), BlackRock, Inc. (580.58K), VANGUARD GROUP INC (448.22K), GEODE CAPITAL MANAGEMENT, LLC (201.62K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (176.80K), Cornerstone Wealth Group, LLC (171.05K), DIMENSIONAL FUND ADVISORS LP (134.66K), STATE STREET CORP (133.91K), NORTHERN TRUST CORP (66.17K), Bulldog Investors, LLP (64.14K).

90 Institutional Holders

89,694 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	888,812	254,259	40.07%	$24,931,177.00
BlackRock, Inc.	31 Dec, 2025	580,582	6,337	1.10%	$16,285,326.00
VANGUARD GROUP INC	31 Dec, 2025	448,224	8,274	1.88%	$12,572,683.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	201,621	650	0.32%	$5,657,046.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	176,796	-687	-0.39%	$4,959,128.00
Cornerstone Wealth Group, LLC	31 Dec, 2025	171,051	-13,013	-7.07%	$4,797,981.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	134,660	1,351	1.01%	$3,777,329.00
STATE STREET CORP	31 Dec, 2025	133,907	11,402	9.31%	$3,756,091.00
NORTHERN TRUST CORP	31 Dec, 2025	66,173	-5,356	-7.49%	$1,856,153.00
Bulldog Investors, LLP	31 Dec, 2025	64,145	54,814	587.44%	$1,799,267.00
Cetera Investment Advisers	31 Dec, 2025	61,602	-182	-0.29%	$1,727,924.00
SEGALL BRYANT & HAMILL, LLC	31 Dec, 2025	55,864	55,864	0.00%	$1,566,985.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	55,806	7,981	16.69%	$1,565,358.00
MARSHALL WACE, LLP	31 Dec, 2025	39,551	4,235	11.99%	$1,109,406.00
Bank of New York Mellon Corp	31 Dec, 2025	35,895	12,161	51.24%	$1,006,869.00
LPL Financial LLC	31 Dec, 2025	33,971	-2,680	-7.31%	$952,887.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	30,699	18,192	145.45%	$861,107.00
UBS Group AG	31 Dec, 2025	28,262	24,915	744.40%	$792,749.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	25,841	14,305	124.00%	$724,840.00
EMERALD MUTUAL FUND ADVISERS TRUST	31 Dec, 2025	25,000	-19,200	-43.44%	$701,250.00

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