Norwood Financial NWFL Institutional Ownership

NASDAQ NWFL

$33.70 -0.21 (-0.62%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

111 Institutions

Increased 63 56.8%

Unchanged 25 22.5%

Reduced 23 20.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

40.14%

▼-4.84 pp QoQ

Shares Held by Institutions

4.38Mn

of 10.90Mn outstanding

▼-10.66% QoQ

Shares Outstanding

10.90Mn

6.53Mn held outside 13F filers

Institutional Investors

111

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

-522.40K

distributed since last quarter

Value of Holdings

$148.41Mn

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

Updated Oct 11, 2026

Norwood Financial Corp (NASDAQ:NWFL) was reported as a holding by 111 institutional investors in 13F filings for the quarter ended June 30, 2026.

Collectively, these holders controlled 40.14% of Norwood Financial's outstanding shares in Q2 2026, down from 44.98% in Q1 2026.
Total shares held in Norwood Financial fell 10.66% versus Q1 2026, while the number of holders rose 48.00% versus Q2 2025.
Of these 111 holders, 63 added to their positions, 23 reduced their stakes and 25 left their positions unchanged.
The aggregate institutional position in Norwood Financial was 4.38Mn shares at the end of Q2 2026, down 522.4K from the prior quarter and up 1.36Mn from a year earlier.
BlackRock, Inc. led 13F holders of NWFL with 776.36K shares as of June 30, 2026, or 7.12% of shares outstanding.
Among existing holders, the largest additions to Norwood Financial in Q2 2026 came from BlackRock, Inc. (+115.67K shares), Cetera Investment Advisers (+33.38K shares), Qube Research & Technologies Ltd (+26.69K shares), Marshall Wace, LLP (+24.58K shares) and Citadel Advisors LLC (+24.57K shares).
The largest position reductions in NWFL for Q2 2026 were by EverSource Wealth Advisors, LLC (-517.38K shares), UBS Group AG (-213.91K shares), Wellington Management Group LLP (-183.29K shares), Squarepoint Ops LLC (-10.47K shares) and Morgan Stanley (-9.61K shares).
According to Business Quant data, the leading holders of NWFL for Q2 2026 were BlackRock, Inc. (776.36K shares), Wellington Management Group LLP (567.5K shares), Vanguard Capital Management LLC (441.76K shares), Geode Capital Management, LLC (258.16K shares), Manufacturers Life Insurance Company, The (174.28K shares), Bulldog Investors, LLP (170K shares), Cornerstone Wealth Group, LLC (166.59K shares), Dimensional Fund Advisors LP (166.01K shares), State Street Corp (155.95K shares) and Raymond James Financial Inc (97.9K shares).

Form 13F Holdings

111 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.38Mn

Of outstanding 40.14%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	776,358	7.12%	▲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	4.05%	▲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	0.87%	▲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 111 holders