Norwood Financial Ownership | Who Owns Norwood Financial?

Overview RevenueFinancials Chart Transcripts

Norwood Financial Ownership Summary

Norwood Financial is owned by 36.80% institutional investors, 8.19% insiders, and 55.01% retail investors. Wellington management group llp is the largest institutional shareholder, holding 6.93% of NWFL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.56% of its assets in Norwood Financial shares.

NWFL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Norwood Financial	36.80%	8.19%	55.01%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wellington management group llp	634.55K	6.93%	$16.13M
Blackrock	551.74K	6.85%	$14.00M
Blackrock funding, inc. /de	574.25K	6.27%	$14.60M
Vanguard group	439.95K	4.80%	$11.18M
Geode capital management	200.97K	2.19%	$5.11M
Cornerstone wealth group	184.06K	2.01%	$4.68M
Manufacturers life insurance company, the	177.48K	1.94%	$4.51M
Dimensional fund advisors lp	133.31K	1.45%	$3.39M
State street	122.50K	1.34%	$3.11M
Raymond james financial	92.42K	1.01%	$2.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fourthstone	83.76K	0.38%	$2.13M
Cornerstone wealth group	184.06K	0.32%	$4.68M
Raffles associates lp	12.86K	0.30%	$326.98K
Eagle wealth strategies	23.53K	0.30%	$598.08K
Minerva advisors	13.68K	0.22%	$347.77K
Alliance wealth advisors	11.36K	0.13%	$288.67K
Emerald mutual fund advisers trust	44.20K	0.06%	$1.12M
Bulldog investors, llp	9.33K	0.05%	$237.19K
John g ullman & associates	12.60K	0.04%	$320.29K
Peoples financial services	3.56K	0.04%	$90.33K

Top Buyers

Holder	Shares	% Assets	Change
Cornerstone wealth group	184.06K	0.32%	184.06K
Wellington management group llp	634.55K	0.00%	79.39K
Fourthstone	83.76K	0.38%	63.97K
Goldman sachs group	11.54K	-	11.54K
Quadrature capital	11.48K	0.00%	11.48K

Top Sellers

Holder	Shares	% Assets	Change
Ejf capital	-	-	-52.88K
Jacobs asset management	-	-	-50.74K
Vanguard group	439.95K	0.00%	-15.23K
Citadel advisors	-	-	-13.96K
Fisher asset management	-	-	-11.81K

New Positions

Holder	Shares	% Assets	Change	Value
Cornerstone wealth group	184.06K	0.32%	184.06K	$4.68M
Quadrature capital	11.48K	0.00%	11.48K	$292.37K
Alliance wealth advisors	11.36K	0.13%	11.36K	$288.67K
Bulldog investors, llp	9.33K	0.05%	9.33K	$237.19K
Jane street group	8.34K	-	8.34K	$211.98M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Nisa investment advisors	-9.00
Capital performance advisors llp	-28.00
Riggs asset managment	-375.00
Metropolitan life insurance co/ny	-411.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	79	5.33%	3,371,996	10.87%	36	3.34%	38	8.57%	22	4.76%
Jun 30, 2025	74	-	3,040,852	-2.45%	33	2.87%	34	-	21	-4.55%
Mar 31, 2025	2	-97.06%	72,877	-97.65%	-	0.05%	-	-100.00%	1	-94.44%
Dec 31, 2024	63	8.62%	2,922,603	47.38%	36	5.98%	33	-	16	33.33%
Sep 30, 2024	58	13.73%	1,982,982	5.19%	24	4.51%	33	57.14%	12	-20.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	236.82K	2.56%	-5.22K
Vanguard US Total Market Shares ETF	233.55K	2.52%	-
iShares Russell 2000 ETF	184.38K	1.99%	-
Vanguard Institutional Extnd Mkt Idx Tr	94.50K	1.02%	-54.47K
Fidelity Small Cap Index	87.63K	0.95%	2.17K
JHancock Regional Bank A	82.11K	0.89%	-
John Hancock Financial Opportunities Fund	78.29K	0.85%	-
JH Financial Opportunities	78.29K	0.85%	-
iShares Russell 2000 Value ETF	71.28K	0.77%	-
Fidelity Extended Market Index	45.34K	0.49%	-373.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 31, 2025	PHILLIPS KENNETH A	-	Buy	$1.31K
Oct 31, 2025	PHILLIPS KENNETH A	-	Buy	$2.65K
Oct 27, 2025	Shook James	-	Buy	$2.66K
Oct 27, 2025	Shook James	-	Buy	$5.32K
Oct 27, 2025	Shook James	-	Buy	$51.58K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	4	-
2025 Q3	5	-
2025 Q2	3	-
2025 Q1	9	-
2024 Q4	1	-

NWFL Ownership FAQ

Who Owns Norwood Financial?

Norwood Financial shareholders are primarily institutional investors at 36.80%, followed by 8.19% insiders and 55.01% retail investors. The average institutional ownership in Norwood Financial's industry, Regional Banks Stocks, is 38.26%, which Norwood Financial falls below.

Who owns the most shares of Norwood Financial?

Norwood Financial’s largest shareholders are Wellington management group llp (634.55K shares, 6.93%), Blackrock (551.74K shares, 6.85%), and Blackrock funding, inc. /de (574.24K shares, 6.27%). Together, they hold 20.04% of Norwood Financial’s total shares outstanding.

Does Blackrock own Norwood Financial?

Yes, BlackRock owns 6.85% of Norwood Financial, totaling 551.74K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 14M$. In the last quarter, BlackRock increased its holdings by 8.88K shares, a 1.63% change.

Who is Norwood Financial’s biggest shareholder by percentage of total assets invested?

Fourthstone is Norwood Financial’s biggest shareholder by percentage of total assets invested, with 0.38% of its assets in 83.76K Norwood Financial shares, valued at 2.13M$.

Who is the top mutual fund holder of Norwood Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Norwood Financial shares, with 2.56% of its total shares outstanding invested in 236.82K Norwood Financial shares.

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