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 2026
Institutional positions in Norwood Financial Corp as of Mar 31, 2026. 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
- 107
- +12 vs. Q4 2025
- Shares held
- 4.44M
- +1.04M (+30.8%) vs. Q4 2025
- Total value
- $130.7M
- +$35.5M (+37.3%) vs. Q4 2025
- New holders
- 20
- 45 more added
- Sold out
- 8
- 19 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Norwood Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $29 | 0.00% | +1 | New |
| Wealth Preservation Advisors, LLC | 2 | $59 | 0.00% | +2 | New |
| IFP Advisors, Inc | 3 | $88 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $89 | 0.00% | +3 | New |
| Root Financial Partners, LLC | 5 | $147 | 0.00% | +5 | New |
| Basecamp Wealth Advisors LLC | 6 | $177 | 0.00% | +6 | New |
| True Wealth Design, LLC | 14 | $412 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $441 | 0.00% | +15 | New |
| Allworth Financial LP | 27 | $795 | 0.00% | +12+80.0% | Added |
| Pacific Center for Financial Services | 31 | $913 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 35 | $1.03K | 0.00% | +34+3,400.0% | Added |
| EverSource Wealth Advisors, LLC | 36 | $1.06K | 0.00% | +10+38.5% | Added |
| SBI Securities Co., Ltd. | 36 | $1.06K | 0.00% | +31+620.0% | Added |
| GAMMA Investing LLC | 85 | $2.50K | 0.00% | +16+23.2% | Added |
| GWM Advisors LLC | 87 | $2.56K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 106 | $3.00K | 0.00% | +57+116.3% | Added |
| Optiver Holding B.V. | 104 | $3.06K | 0.00% | −24−18.8% | Reduced |
| Essential Partners LLC | 129 | $3.79K | 0.00% | +2+1.6% | Added |
| FMR LLC | 247 | $7.26K | 0.00% | −294−54.3% | Reduced |
| Advisory Services Network, LLC | 300 | $8.83K | 0.00% | +300 | New |
| Sterling Capital Management LLC | 308 | $9.06K | 0.00% | −188−37.9% | Reduced |
| Stone House Investment Management, LLC | 379 | $11.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 468 | $13.8K | 0.00% | +83+21.6% | Added |
| Triumph Capital Management | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 542 | $15.9K | 0.00% | +12+2.3% | Added |
| Ameritas Investment Partners, Inc. | 609 | $17.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 621 | $18.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 737 | $21.7K | 0.00% | +579+366.5% | Added |
| Legal & General Group Plc | 800 | $23.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 960 | $28.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,028 | $30.2K | 0.00% | +230+28.8% | Added |
| Great West Life Assurance Co | 1,267 | $37.0K | 0.00% | +387+44.0% | Added |
| Tower Research Capital LLC (TRC) | 1,278 | $37.6K | 0.00% | +882+222.7% | Added |
| BNP Paribas Arbitrage, SA | 1,849 | $54.4K | 0.00% | −58−3.0% | Reduced |
| NBT Bank N A | 2,011 | $59.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,077 | $61.1K | 0.00% | −14−0.7% | Reduced |
| Barclays PLC | 2,123 | $62.5K | 0.00% | −11,533−84.5% | Reduced |
| Bangor Savings Bank | 2,221 | $65.4K | 0.01% | +22+1.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,855 | $84.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,261 | $95.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,429 | $101.0K | 0.00% | +3,429 | New |
| Wells Fargo & Company | 3,735 | $109.9K | 0.00% | −5,910−61.3% | Reduced |
| Vanguard Global Advisers, LLC | 3,832 | $112.7K | 0.00% | +3,832 | New |
| Peoples Financial Services Corp. | 3,980 | $117.0K | 0.06% | +425+12.0% | Added |
| JPMorgan Chase & Co | 4,033 | $119.3K | 0.00% | −3,017−42.8% | Reduced |
| Larson Financial Group LLC | 4,080 | $120.0K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 4,500 | $132.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,706 | $138.5K | 0.00% | +720+18.1% | Added |
| MetLife Investment Management | 5,097 | $150.0K | 0.00% | +721+16.5% | Added |
| Community Bank, N.A. | 5,497 | $161.7K | 0.02% | +1,010+22.5% | Added |
| Deutsche Bank AG | 5,576 | $164.0K | 0.00% | −4,134−42.6% | Reduced |
| Royal Bank of Canada | 6,211 | $182.0K | 0.00% | +91+1.5% | Added |
| Price T Rowe Associates Inc | 7,077 | $209.0K | 0.00% | +7,077 | New |
| Rhumbline Advisers | 7,298 | $214.7K | 0.00% | +540+8.0% | Added |
| Invesco Ltd. | 7,948 | $233.8K | 0.00% | −427−5.1% | Reduced |
| Millennium Management LLC | 8,420 | $247.7K | 0.00% | −22,279−72.6% | Reduced |
| De Lisle Partners LLP | 8,814 | $259.3K | 0.03% | +8,814 | New |
| Quadrature Capital Ltd | 9,239 | $271.8K | 0.00% | +727+8.5% | Added |
| Acadian Asset Management LLC | 9,777 | $284.0K | 0.00% | +5,534+130.4% | Added |
| Citadel Advisors LLC | 9,823 | $289.0K | 0.00% | −11,471−53.9% | Reduced |
| Stifel Financial Corp | 9,869 | $290.3K | 0.00% | −20−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 10,276 | $302.3K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,200 | $329.5K | 0.00% | +11,200 | New |
| Raffles Associates LP | 12,449 | $366.3K | 0.32% | 00.0% | Unchanged |
| American Century Companies Inc | 12,462 | $366.6K | 0.00% | +12,462 | New |
| Nuveen, LLC | 12,956 | $381.2K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 13,104 | $385.5K | 0.01% | +13,104 | New |
| The PNC Financial Services Group, Inc. | 13,317 | $391.8K | 0.00% | −320−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 14,364 | $422.6K | 0.20% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 14,800 | $435.4K | 0.06% | +2,200+17.5% | Added |
| Bailard, Inc. | 15,374 | $452.3K | 0.01% | +15,374 | New |
| Gateway Wealth Partners, LLC | 17,622 | $518.4K | 0.02% | +17,622 | New |
| Strategic Financial Services, Inc, | 17,972 | $528.7K | 0.03% | −1,874−9.4% | Reduced |
| Bank of America Corp | 18,483 | $543.8K | 0.00% | +10,237+124.1% | Added |
| AQR Capital Management LLC | 19,319 | $568.4K | 0.00% | +4,961+34.6% | Added |
| Eagle Wealth Strategies LLC | 23,528 | $692.2K | 0.30% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 25,000 | $735.5K | 0.04% | 00.0% | Unchanged |
| Minerva Advisors LLC | 28,580 | $840.8K | 0.54% | +14,899+108.9% | Added |
| Charles Schwab Investment Management Inc | 28,676 | $843.6K | 0.00% | +4,358+17.9% | Added |
| Goldman Sachs Group Inc | 31,045 | $913.3K | 0.00% | +5,204+20.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 33,208 | $977.0K | 0.00% | +23,952+258.8% | Added |
| Morgan Stanley | 35,356 | $1.04M | 0.00% | +11,876+50.6% | Added |
| Squarepoint Ops LLC | 36,477 | $1.07M | 0.00% | +17,851+95.8% | Added |
| Los Angeles Capital Management LLC | 36,774 | $1.08M | 0.00% | +17,129+87.2% | Added |
| Bank of New York Mellon Corp | 38,128 | $1.12M | 0.00% | +2,233+6.2% | Added |
| Marshall Wace, LLP | 41,159 | $1.21M | 0.00% | +1,608+4.1% | Added |
| Commonwealth Equity Services, LLC | 48,907 | $1.44M | 0.00% | +24,429+99.8% | Added |
| Segall Bryant & Hamill, LLC | 55,755 | $1.64M | 0.02% | −109−0.2% | Reduced |
| Vanguard Portfolio Management LLC | 57,223 | $1.68M | 0.00% | +57,223 | New |
| Stonebridge Financial Group, LLC | 57,228 | $1.68M | 0.14% | +57,228 | New |
| Cetera Investment Advisers | 61,928 | $1.82M | 0.00% | +326+0.5% | Added |
| Renaissance Technologies LLC | 65,526 | $1.93M | 0.00% | +9,720+17.4% | Added |
| Vanguard Fiduciary Trust Co | 66,776 | $1.96M | 0.00% | +66,776 | New |
| Northern Trust Corp | 79,377 | $2.34M | 0.00% | +13,204+20.0% | Added |
| Raymond James Financial Inc | 98,346 | $2.89M | 0.00% | +2,404+2.5% | Added |
| State Street Corp | 141,668 | $4.17M | 0.00% | +7,761+5.8% | Added |
| Dimensional Fund Advisors LP | 155,908 | $4.59M | 0.00% | +21,248+15.8% | Added |
| Bulldog Investors, LLP | 170,000 | $5.00M | 1.12% | +105,855+165.0% | Added |