Norwood Financial Corp. (NWFL) Ownership
NWFL ownership summary
as of October 18, 2026- Institutions
- 42.8% of shares outstanding
- Insiders
- 8.16% of shares outstanding
- Shares outstanding
- 10.9M
- Float
- 9.8M shares available to trade
- Short interest
- 1.51% 152K shares short
- Days to cover
- 4.47 short interest down 8.1% vs prior month
- Institutions 42.76%
- Insiders 8.16%
- Other investors 49.09%
NWFL top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 7.13% | 776K | $26.1M | +115,675 (+17.5%) | June 30, 2026 |
| 2 | Wellington Management Company LLP | 5.21% | 568K | $19.1M | −183,286 (−24.4%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 4.06% | 442K | $14.8M | +13,701 (+3.2%) | June 30, 2026 |
| 4 | Geode Capital Management, LLC | 2.37% | 258K | $8.7M | +20,744 (+8.7%) | June 30, 2026 |
| 5 | Manufacturers Life Insurance Co | 1.60% | 174K | $5.9M | −783 (−0.4%) | June 30, 2026 |
| 6 | Bulldog Investors, LLC | 1.56% | 170K | $5.7M | — | June 30, 2026 |
| 7 | Cornerstone Wealth Group, LLC | 1.53% | 167K | $5.6M | — | June 30, 2026 |
| 8 | Dimensional Fund Advisors, Inc. | 1.52% | 166K | $5.6M | +10,098 (+6.5%) | June 30, 2026 |
| 9 | State Street Corp | 1.43% | 156K | $5.2M | +14,280 (+10.1%) | June 30, 2026 |
| 10 | Cetera Investment Advisers | 0.88% | 95K | $3.2M | +33,380 (+53.9%) | June 30, 2026 |
| 11 | Northern Trust Corp | 0.75% | 81K | $2.7M | +1,856 (+2.3%) | June 30, 2026 |
| 12 | Vanguard Portfolio Management, LLC | 0.63% | 69K | $2.3M | +11,832 (+20.7%) | June 30, 2026 |
| 13 | Marshall Wace Asset Management Ltd | 0.60% | 66K | $2.2M | +24,579 (+59.7%) | June 30, 2026 |
| 14 | Renaissance Technologies Corp | 0.60% | 66K | $2.2M | +31 (+0.0%) | June 30, 2026 |
| 15 | Vanguard Fiduciary Trust Co | 0.60% | 65K | $2.2M | −1,900 (−2.8%) | June 30, 2026 |
| 16 | Segall Bryant & Hamill | 0.55% | 60K | $2.0M | +3,869 (+6.9%) | June 30, 2026 |
| 17 | Stonebridge Financial Group, LLC | 0.53% | 57K | $1.9M | +33 (+0.1%) | June 30, 2026 |
| 18 | Commonwealth Equity Services, LLC | 0.43% | 47K | $1.6M | −2,173 (−4.4%) | June 30, 2026 |
| 19 | Bank of New York Mellon Corp | 0.37% | 40K | $1.3M | +1,948 (+5.1%) | June 30, 2026 |
| 20 | Connor Clark & Lunn Inv Mgmt Ltd | 0.37% | 40K | $1.3M | +6,641 (+20.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 259K shares and 4 cut 188K.
NWFL top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.92% | 318K | $10.7M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 2.55% | 278K | $9.3M | −3,200 (−1.1%) | September 30, 2026 |
| 3 | Total Return Securities Fund | 1.56% | 170K | $5.7M | — | June 30, 2026 |
| 4 | Avantis US Small Cap Value ETF | 1.10% | 120K | $4.0M | +1,056 (+0.9%) | September 30, 2026 |
| 5 | Fidelity Small Cap Index | 1.05% | 115K | $3.9M | +904 (+0.8%) | July 31, 2026 |
| 6 | iShares Russell 2000 Value ETF | 0.93% | 101K | $3.4M | +152 (+0.2%) | September 30, 2026 |
| 7 | JHancock Regional Bank A | 0.75% | 82K | $2.8M | — | August 31, 2026 |
| 8 | JH Financial Opportunities | 0.72% | 78K | $2.6M | — | August 31, 2026 |
| 9 | Vanguard Russell 2000 ETF | 0.55% | 60K | $2.0M | +607 (+1.0%) | September 30, 2026 |
| 10 | Fidelity Extended Market Index | 0.46% | 50K | $1.7M | −268 (−0.5%) | August 31, 2026 |
| 11 | iShares Micro-Cap ETF | 0.30% | 33K | $1.1M | −229 (−0.7%) | September 30, 2026 |
| 12 | Dimensional US Small Cap ETF | 0.28% | 31K | $1.0M | — | September 30, 2026 |
| 13 | U.S. Equity Small Cap Corporate Cl OF | 0.27% | 30K | $994,862 | — | June 30, 2026 |
| 14 | DFA US Small Cap I | 0.27% | 29K | $983,976 | — | August 31, 2026 |
| 15 | U.S. Equity Small Cap Pool A | 0.25% | 27K | $922,555 | — | June 30, 2026 |
| 16 | DFA US Micro Cap I | 0.25% | 27K | $906,427 | +451 (+1.7%) | August 31, 2026 |
| 17 | iShares Core S&P Total US Stock Mkt ETF | 0.24% | 27K | $894,667 | +20 (+0.1%) | September 30, 2026 |
| 18 | Schwab Small Cap Index | 0.23% | 25K | $840,067 | — | August 31, 2026 |
| 19 | Fidelity Total Market Index | 0.17% | 18K | $611,486 | — | August 31, 2026 |
| 20 | iShares Russell 2000 Small-Cap Idx Instl | 0.17% | 18K | $606,413 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
NWFL insider transactions
latest 11| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-28 | James Shook | Buy | $28.80 | 3,500 | $100,800 |
| 2026-01-28 | Joseph W Carroll | Buy | $28.13 | 4,000 | $112,520 |
| 2026-01-27 | James O Donnelly | Buy | $28.15 | 200 | $5,630 |
| 2026-01-27 | Joseph W Carroll | Buy | $27.91 | 2,000 | $55,820 |
| 2025-10-31 | Kenneth A Phillips | Buy | $26.43 | 150 | $3,964 |
| 2025-10-27 | James Shook | Buy | $26.71 | 3,800 | $101,498 |
| 2025-08-05 | Ronald R Schmalzle | Buy | $24.35 | 600 | $14,610 |
| 2025-08-01 | John Martin Mccaffery Jr | Buy | $24.10 | 500 | $12,050 |
| 2025-07-29 | Andrew Forte | Buy | $24.57 | 400 | $9,828 |
| 2025-07-25 | James O Donnelly | Buy | $24.40 | 100 | $2,440 |
| 2025-04-30 | John Martin Mccaffery Jr | Buy | $25.00 | 500 | $12,500 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
NWFL shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns NWFL
Institutional investors own 42.8% of Norwood Financial's shares and insiders 8.16%. The largest holder is BlackRock Inc with 7.13% of the shares (776K), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 4 reduced their stake in the latest filings. Short interest is 1.51% of the float, or 4.47 days of average trading volume. The share count rose 66.5% since 2014.
Related: NWFL analyst forecast, NWFL key metrics, NWFL dividend history. See the NWFL stock overview for the latest quote and news.
NWFL ownership FAQ
Who owns the most Norwood Financial stock?
The largest shareholders of Norwood Financial are BlackRock Inc (7.13%), Wellington Management Company LLP (5.21%), Vanguard Capital Management, LLC (4.06%), Geode Capital Management, LLC (2.37%), Manufacturers Life Insurance Co (1.60%).
What percentage of Norwood Financial is owned by institutions?
Institutions hold 42.8% of Norwood Financial's shares outstanding; insiders hold 8.16%.
Which funds own Norwood Financial?
The largest fund holders of Norwood Financial are Vanguard MStar Total Stk Mkt Idx Invest (2.92%), iShares Russell 2000 ETF (2.55%), Total Return Securities Fund (1.56%), Avantis US Small Cap Value ETF (1.10%), Fidelity Small Cap Index (1.05%).
What is Norwood Financial's short interest?
152K shares of Norwood Financial were sold short, 1.51% of the float; at the average daily volume it would take 4.47 days to cover.
Are insiders buying or selling Norwood Financial?
Of the latest 11 reported insider transactions in Norwood Financial (since April 30, 2025), 11 were purchases and 0 were sales.
How many shares of Norwood Financial are outstanding?
Norwood Financial has 10.9M shares outstanding, of which 9.8M are in the public float.