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 76 institutions that hold shares in the stock, with a total of 3.48 Million shares, which have been reported (via 13F filing form) to have a value of $87.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
555,159
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
551,738
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
455,185
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
424,801
shares
|
$10.7 Million
16.85% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
201,858
shares
|
$5.09 Million
0.0% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
177,936
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
127,161
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
120,976
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
89,419
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Added 20.82%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
70,718
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
61,743
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
50,741
shares
|
$1.28 Million
0.81% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,287
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Aug 04, 2025 Q2 2025 |
47,500
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
44,275
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
36,051
shares
|
$909,566
0.0% of portfolio
|
Q2 2025
Added 102.81%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
25,375
shares
|
$640,211
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
25,151
shares
|
$634,559
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
24,286
shares
|
$612,735
0.0% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
23,528
shares
|
$593,611
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
20,488
shares
|
$516,912
0.0% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
19,846
shares
|
$500,714
0.03% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Fourthstone LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
19,792
shares
|
$499,352
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
14,641
shares
|
$369,392
0.0% of portfolio
|
Q2 2025
Added 74.38%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
14,085
shares
|
$355,364
0.0% of portfolio
|
Q2 2025
New holding
|