Institutional Ownership Norwood Financial Corp (NWFL)
This table provides information about the institutional ownership of Norwood Financial Corp (NWFL). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
634,553
shares
|
$17.1 Million
0.0% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
551,738
shares
|
$14.9 Million
0.0% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
439,950
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
424,801
shares
|
$11.4 Million
16.85% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
200,971
shares
|
$5.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
184,064
shares
|
$4.96 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
177,483
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
133,309
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
122,505
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
92,425
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
83,764
shares
|
$2.26 Million
0.6% of portfolio
|
Q3 2025
Added 323.22%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
71,529
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
61,784
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,287
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
47,825
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
44,200
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
36,651
shares
|
$987,377
0.0% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
35,316
shares
|
$951,413
0.0% of portfolio
|
Q3 2025
Added 40.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
25,429
shares
|
$685,057
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
24,286
shares
|
$654,264
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
23,797
shares
|
$641,091
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Nov 07, 2025 Q3 2025 |
23,528
shares
|
$633,844
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
19,846
shares
|
$534,651
0.03% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
14,085
shares
|
$379,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
14,077
shares
|
$379,234
0.0% of portfolio
|
Q3 2025
Reduced 31.29%
|
|