Who Owns Fidelity D & D Bancorp Stock?
NASDAQ: FDBCFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 26.35%
- Held by insiders
- 21.27%
- Institutional holders
- 132
- Institutions 26.4%
- Insiders 21.3%
- Public and other 52.4%
Who owns Fidelity D & D Bancorp stock?
Institutional investors own about 26.4% of Fidelity D & D Bancorp's shares, spread across 132 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 21.27% of FDBC.
The largest institutional holders are Blackrock Inc. (9.12%), Vanguard Capital Management LLC (5.15%) and Geode Capital Management, LLC (3.22%). Together, the top 10 institutions control 27.3% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their FDBC positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FDBC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 345.01K | 9.12% | +14.1% |
| Vanguard Capital Management LLC | 194.78K | 5.15% | +0.0% |
| Geode Capital Management, LLC | 121.64K | 3.22% | +7.5% |
| Fidelity D & D Bancorp Inc | 94.96K | 2.51% | -4.3% |
| State Street Corporation | 75.16K | 1.99% | -0.5% |
| Siena Capital Partners GP, LLC | 45.28K | 1.20% | 0.0% |
| Creative Planning | 41.25K | 1.09% | +0.4% |
| Goldman Sachs Group Inc | 38.49K | 1.02% | +7.5% |
| Northern Trust Corporation | 37.99K | 1.00% | +8.2% |
| Liberty Square Wealth Partners LLC | 36.24K | 0.96% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FDBC
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 136.09K | 3.60% |
| iShares Trust-iShares Russell 2000 ETF | 126.72K | 3.35% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 54.40K | 1.44% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 52.55K | 1.39% |
| iShares Trust-iShares Russell 2000 Value ETF | 48.52K | 1.28% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 24.49K | 0.65% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 24.17K | 0.64% |
| iShares Trust-iShares Micro-Cap ETF | 16.81K | 0.44% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | 11.56K | 0.31% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 8.55K | 0.23% |
Frequently asked questions
Who is the largest shareholder of Fidelity D & D Bancorp?
Blackrock Inc. is the largest institutional shareholder of FDBC, owning 9.12% of shares outstanding (345.01K shares) as of its latest 13F filing.
What percentage of Fidelity D & D Bancorp is owned by institutions?
Institutions own about 26.4% of FDBC shares and 33.5% of the public float.
How much of Fidelity D & D Bancorp do insiders own?
Insiders, such as officers and directors, own about 21.27% of FDBC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.