Norwood Financial NWFL Institutional Ownership

NASDAQ NWFL

$33.04 -0.30 (-0.90%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

112 Institutions

Increased 64 57.1%

Unchanged 25 22.3%

Reduced 23 20.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

40.48%

▼-4.77 pp QoQ

Shares Held by Institutions

4.41Mn

of 10.89Mn outstanding

▼-8.96% QoQ

Shares Outstanding

10.89Mn

6.48Mn held outside 13F filers

Institutional Investors

112

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

-433.85K

distributed since last quarter

Value of Holdings

$145.66Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Norwood Financial Corp (NASDAQ:NWFL) is held by 112 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 40.5% of outstanding shares in June 2026, down from 45.2% in March 2026.
They decreased total shares held in Norwood Financial by -8.96% from last quarter, and the number of investors in NWFL increased 47.37% annually.
Of these 112 funds, 64 grew their exposure to Norwood Financial, 23 cut back, and 25 maintained positions.
The aggregate institutional position in Norwood Financial amounted to 4.41Mn shares as of June 2026, down by 433.85K shares quarter on quarter, and up 1.39Mn shares year over year.
As of June 30, 2026, the biggest holder of Norwood Financial is BlackRock, Inc. at 776.36K shares, representing 7.13% of shares outstanding.
Leading buyers of Norwood Financial shares for the quarter ending June 2026 were BlackRock, Inc. (115.68K), SEGALL BRYANT & HAMILL, LLC (59.62K), Cetera Investment Advisers (33.38K), Sixth Street Partners Management Company, L.P. (32.07K), Qube Research & Technologies Ltd (26.69K).
Leading sellers of Norwood Financial shares for the quarter ending June 2026 were EverSource Wealth Advisors, LLC (517.38K), UBS Group AG (213.91K), WELLINGTON MANAGEMENT GROUP LLP (183.29K), Squarepoint Ops LLC (10.48K), Morgan Stanley (9.61K).
Norwood Financial's 10 largest shareholders as of June 2026 include BlackRock, Inc. (776.36K), WELLINGTON MANAGEMENT GROUP LLP (567.5K), VANGUARD CAPITAL MANAGEMENT LLC (441.76K), GEODE CAPITAL MANAGEMENT, LLC (258.16K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (174.28K), Bulldog Investors, LLP (170.0K), Cornerstone Wealth Group, LLC (166.58K), DIMENSIONAL FUND ADVISORS LP (166.01K), State Street Corp (155.95K), Raymond James Financial Inc (97.9K) per Business Quant data.

Form 13F Holdings

112 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.41Mn

Of outstanding 40.48%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	776,358	7.13%	▲115,675	+17.51%	$24.96Mn
2	WELLINGTON MANAGEMENT GROUP LLP	0000902219	567,505	5.21%	▼183,286	-24.41%	$18.25Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	441,759	4.06%	▲13,701	+3.20%	$14.20Mn
4	GEODE CAPITAL MANAGEMENT, LLC	0001214717	258,159	2.37%	▲20,744	+8.74%	$8.30Mn
5	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	174,278	1.60%	▼783	-0.45%	$5.60Mn
6	Bulldog Investors, LLP	0001504304	170,000	1.56%	0	0.00%	$5.47Mn
7	Cornerstone Wealth Group, LLC	0001774879	166,585	1.53%	0	0.00%	$5.36Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	166,006	1.52%	▲10,098	+6.48%	$5.34Mn
9	State Street Corp	0000093751	155,948	1.43%	▲14,280	+10.08%	$5.01Mn
10	Raymond James Financial Inc	0000720005	97,899	0.90%	▼447	-0.45%	$3.15Mn
11	Cetera Investment Advisers	0001666741	95,308	0.88%	▲33,380	+53.90%	$3.06Mn
12	Northern Trust Corp	0000073124	81,233	0.75%	▲1,856	+2.34%	$2.61Mn
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	69,055	0.63%	▲11,832	+20.68%	$2.22Mn
14	MARSHALL WACE, LLP	0001318757	65,738	0.60%	▲24,579	+59.72%	$2.11Mn
15	RENAISSANCE TECHNOLOGIES LLC	0001037389	65,557	0.60%	▲31	+0.05%	$2.11Mn
16	VANGUARD FIDUCIARY TRUST CO	0000933478	64,876	0.60%	▼1,900	-2.85%	$2.09Mn
17	SEGALL BRYANT & HAMILL, LLC	0001006378	59,624	0.55%	▲59,624	0.00%	$1.92Mn
18	Stonebridge Financial Group, LLC	0002009367	57,261	0.53%	▲33	+0.06%	$1.84Mn
19	COMMONWEALTH EQUITY SERVICES, LLC	0000312272	46,734	0.43%	▼2,173	-4.44%	$1.50Mn
20	Bank of New York Mellon Corp	0001390777	40,076	0.37%	▲1,948	+5.11%	$1.29Mn

Showing 1 to 20 of 112 holders