Norwood Financial Corp
NWFL- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001013272
In the last 90 days, Norwood Financial Corp insiders filed 1 open-market purchase and 1 sale; 110 institutions reported holding it in 13F filings for Q2 2026, worth $141.7M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Norwood Financial Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 75
- +8 vs. Q4 2024
- Shares held
- 3.12M
- +33.9K (+1.1%) vs. Q4 2024
- Total value
- $75.3M
- −$8.54M (−10.2%) vs. Q4 2024
- New holders
- 10
- 24 more added
- Sold out
- 2
- 23 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NWFL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 110 | $141.7M |
| Q1 2026 | 107 | $130.7M |
| Q4 2025 | 96 | $107.8M |
| Q3 2025 | 86 | $85.7M |
| Q2 2025 | 76 | $78.4M |
| Q1 2025 | 75 | $75.3M |
| Q4 2024 | 68 | $84.2M |
| Q3 2024 | 59 | $54.7M |
| Q2 2024 | 53 | $47.8M |
| Q1 2024 | 55 | $61.9M |
| Q4 2023 | 55 | $75.0M |
| Q3 2023 | 54 | $55.0M |
| Q2 2023 | 51 | $63.0M |
| Q1 2023 | 47 | $49.9M |
| Q4 2022 | 45 | $54.3M |
| Q3 2022 | 38 | $36.5M |
| Q2 2022 | 35 | $33.1M |
| Q1 2022 | 35 | $40.4M |
| Q4 2021 | 35 | $35.9M |
| Q3 2021 | 33 | $25.1M |
| Q2 2021 | 37 | $28.2M |
| Q1 2021 | 44 | $44.0M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Norwood Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −4−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2 | $48 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 2 | $48 | 0.00% | +2 | New |
| True Wealth Design, LLC | 7 | $170 | 0.00% | +7 | New |
| Nisa Investment Advisors, LLC | 9 | $218 | 0.00% | +9 | New |
| Pacific Center for Financial Services | 20 | $484 | 0.00% | +20 | New |
| Harbor Capital Advisors, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 100 | $2.00K | 0.00% | +1+1.0% | Added |
| Creative Financial Designs Inc | 84 | $2.02K | 0.00% | +1+1.2% | Added |
| GWM Advisors LLC | 87 | $2.10K | 0.00% | +87 | New |
| Sterling Capital Management LLC | 144 | $3.48K | 0.00% | −89−38.2% | Reduced |
| GAMMA Investing LLC | 210 | $5.08K | 0.00% | +198+1,650.0% | Added |
| FMR LLC | 226 | $5.45K | 0.00% | −204−47.4% | Reduced |
| Amalgamated Bank | 249 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 375 | $9.06K | 0.00% | −375−50.0% | Reduced |
| Stone House Investment Management, LLC | 379 | $9.15K | 0.00% | +379 | New |
| Tower Research Capital LLC (TRC) | 450 | $10.9K | 0.00% | +183+68.5% | Added |
| Advisor Group Holdings, Inc. | 460 | $11.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 511 | $12.4K | 0.00% | −296−36.7% | Reduced |
| California State Teachers Retirement System | 541 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 609 | $14.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 623 | $15.0K | 0.00% | +79+14.5% | Added |
| Legal & General Group Plc | 721 | $17.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,376 | $33.3K | 0.00% | +1,376 | New |
| Police & Firemen's Retirement System of New Jersey | 1,500 | $36.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,728 | $41.8K | 0.00% | +19+1.1% | Added |
| NBT Bank N A | 2,011 | $48.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,261 | $78.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,550 | $85.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,555 | $85.9K | 0.04% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,079 | $98.6K | 0.00% | +468+13.0% | Added |
| MetLife Investment Management | 4,376 | $105.8K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 4,500 | $108.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,909 | $118.7K | 0.00% | +765+18.5% | Added |
| Wells Fargo & Company | 4,998 | $120.8K | 0.00% | −205−3.9% | Reduced |
| Citigroup Inc | 5,769 | $139.4K | 0.00% | +172+3.1% | Added |
| Bank of America Corp | 6,498 | $157.1K | 0.00% | −2,588−28.5% | Reduced |
| Deutsche Bank AG | 6,610 | $159.8K | 0.00% | −1,923−22.5% | Reduced |
| Rhumbline Advisers | 7,486 | $180.9K | 0.00% | −216−2.8% | Reduced |
| UBS Group AG | 7,799 | $188.5K | 0.00% | −257−3.2% | Reduced |
| Barclays PLC | 8,396 | $202.9K | 0.00% | −2,530−23.2% | Reduced |
| Royal Bank of Canada | 8,472 | $205.0K | 0.00% | −388−4.4% | Reduced |
| Stifel Financial Corp | 8,548 | $206.6K | 0.00% | −150−1.7% | Reduced |
| Susquehanna International Group, LLP | 12,302 | $297.3K | 0.00% | +12,302 | New |
| Goldman Sachs Group Inc | 12,740 | $307.9K | 0.00% | −8,011−38.6% | Reduced |
| Nuveen, LLC | 13,214 | $319.4K | 0.00% | +13,214 | New |
| Minerva Advisors LLC | 13,681 | $330.7K | 0.24% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,733 | $331.9K | 0.00% | −12,581−47.8% | Reduced |
| The PNC Financial Services Group, Inc. | 13,794 | $333.4K | 0.00% | +355+2.6% | Added |
| Code Waechter LLC | 14,159 | $342.0K | 0.28% | −13,705−49.2% | Reduced |
| Bridgeway Capital Management, LLC | 17,009 | $411.1K | 0.01% | −3,500−17.1% | Reduced |
| LPL Financial LLC | 17,776 | $429.6K | 0.00% | +7,992+81.7% | Added |
| Strategic Financial Services, Inc, | 19,846 | $479.7K | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 19,868 | $480.2K | 0.00% | −6,079−23.4% | Reduced |
| Raffles Associates LP | 20,000 | $483.4K | 0.59% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 22,200 | $536.6K | 0.08% | +3,400+18.1% | Added |
| Charles Schwab Investment Management Inc | 23,165 | $559.9K | 0.00% | +2,628+12.8% | Added |
| Eagle Wealth Strategies LLC | 23,528 | $568.7K | 0.35% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 23,801 | $575.3K | 0.00% | +3,251+15.8% | Added |
| Commonwealth Equity Services, LLC | 25,249 | $610.0K | 0.00% | +196+0.8% | Added |
| Alliancebernstein L.P. | 35,058 | $847.4K | 0.00% | −41,852−54.4% | Reduced |
| Renaissance Technologies LLC | 43,375 | $1.05M | 0.00% | +500+1.2% | Added |
| Emerald Mutual Fund Advisers Trust | 47,500 | $1.15M | 0.08% | 00.0% | Unchanged |
| EJF Capital LLC | 52,877 | $1.28M | 0.81% | −25,198−32.3% | Reduced |
| Jacobs Asset Management, LLC | 60,000 | $1.45M | 0.92% | −1,423−2.3% | Reduced |
| Cetera Investment Advisers | 61,139 | $1.48M | 0.00% | −13,929−18.6% | Reduced |
| Northern Trust Corp | 72,088 | $1.74M | 0.00% | +5,939+9.0% | Added |
| Raymond James Financial Inc | 74,011 | $1.79M | 0.00% | +22,764+44.4% | Added |
| State Street Corp | 104,175 | $2.52M | 0.00% | +5,200+5.3% | Added |
| Dimensional Fund Advisors LP | 113,207 | $2.74M | 0.00% | +6,421+6.0% | Added |
| Manufacturers Life Insurance Company, The | 177,783 | $4.30M | 0.00% | −129−0.1% | Reduced |
| Geode Capital Management, LLC | 195,620 | $4.73M | 0.00% | +29,170+17.5% | Added |
| Vanguard Group Inc | 440,887 | $10.7M | 0.00% | +53,787+13.9% | Added |
| BlackRock, Inc. | 597,136 | $14.4M | 0.00% | +6,638+1.1% | Added |
| Wellington Management Group LLP | 630,867 | $15.2M | 0.00% | +12,815+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,338−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −9,427−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |