Who Owns Norwood Financial Stock?
NASDAQ: NWFLFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 42.91%
- Held by insiders
- 8.15%
- Institutional holders
- 156
- Institutions 42.9%
- Insiders 8.2%
- Public and other 48.9%
Who owns Norwood Financial stock?
Institutional investors own about 42.9% of Norwood Financial's shares, spread across 156 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 8.15% of NWFL.
The largest institutional holders are Blackrock Inc. (7.12%), Wellington Management Group, LLP (5.21%) and Vanguard Capital Management LLC (4.05%). Together, the top 10 institutions control 27.3% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their NWFL positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NWFL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 776.36K | 7.12% | +17.5% |
| Wellington Management Group, LLP | 567.50K | 5.21% | -24.4% |
| Vanguard Capital Management LLC | 441.76K | 4.05% | +3.2% |
| Geode Capital Management, LLC | 258.16K | 2.37% | +8.7% |
| Manufacturers Life Insurance Co. | 174.28K | 1.60% | -0.5% |
| Bulldog Investors, LLP | 170.00K | 1.56% | 0.0% |
| Cornerstone Wealth Group, LLC | 166.59K | 1.53% | 0.0% |
| Dimensional Fund Advisors LP | 166.01K | 1.52% | +6.5% |
| State Street Corporation | 155.95K | 1.43% | +10.1% |
| Raymond James Financial, Inc. | 97.90K | 0.90% | -0.5% |
% 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 NWFL
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 318.32K | 2.92% |
| iShares Trust-iShares Russell 2000 ETF | 272.06K | 2.50% |
| SWISS HELVETIA FUND, INC.-Total Return Securities Fund | 170.00K | 1.56% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 114.76K | 1.05% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 113.00K | 1.04% |
| iShares Trust-iShares Russell 2000 Value ETF | 105.63K | 0.97% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 90.13K | 0.83% |
| John Hancock Investment Trust II-Regional Bank Fund | 82.11K | 0.75% |
| John Hancock Financial Opportunities Fund | 78.29K | 0.72% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 50.97K | 0.47% |
Frequently asked questions
Who is the largest shareholder of Norwood Financial?
Blackrock Inc. is the largest institutional shareholder of NWFL, owning 7.12% of shares outstanding (776.36K shares) as of its latest 13F filing.
What percentage of Norwood Financial is owned by institutions?
Institutions own about 42.9% of NWFL shares and 46.7% of the public float.
How much of Norwood Financial do insiders own?
Insiders, such as officers and directors, own about 8.15% of NWFL 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.