Norwood FinancialNWFL
13F holders, Q1 2025 (March 31)75holders +7
9new positions
2sold out
1famous investor
$24.17avg. 13F price*
At the end of Q1 2025, 75 institutions reported holding Norwood Financial Corp. (NWFL) in their 13F filings, up 7 from Q4 2024. 9 opened new positions and 2 sold out. The largest holders were Wellington Management Group LLP ($15.2M), BlackRock, Inc. ($14.4M) and Vanguard Group Inc. ($10.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Norwood Financial Corp.
- CUSIP
- 669549107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $343K |
| Exits | 2 | $564K |
All 13F filers, Q4 2024 → Q1 2025: 177,126 shares bought and 156,397 shares sold, net +20,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Wellington Management Group LLP | 0.00% | Add +2.1% | 630,867 | $15.2M |
| BlackRock, Inc. | 0.00% | Add +1.1% | 597,136 | $14.4M |
| Vanguard Group Inc. | 0.00% | Add +13.9% | 440,887 | $10.7M |
| Geode Capital Management, LLC | 0.00% | Add +17.5% | 195,620 | $4.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.1% | 177,783 | $4.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.0% | 113,207 | $2.7M |
| State Street Corp. | 0.00% | Add +5.3% | 104,175 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +44.4% | 74,011 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +9.0% | 72,088 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -18.6% | 61,139 | $1.5M |
| Jacobs Asset Management, LLC | 0.92% | Reduce -2.3% | 60,000 | $1.5M |
| EJF Capital LP | 0.81% | Reduce -32.3% | 52,877 | $1.3M |
| Emerald Mutual Fund Advisers Trust | 0.08% | No change | 47,500 | $1.1M |
| Renaissance Technologies | 0.00% | Add +1.2% | 43,375 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -54.4% | 35,058 | $847K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 25,249 | $610K |
| Bank of New York Mellon Corp | 0.00% | Add +15.8% | 23,801 | $575K |
| Eagle Wealth Strategies LLC | 0.35% | No change | 23,528 | $569K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.8% | 23,165 | $560K |
| John G Ullman & Associates Inc. | 0.08% | Add +18.1% | 22,200 | $537K |
| Raffles Associates LP | 0.59% | No change | 20,000 | $483K |
| Morgan Stanley | 0.00% | Reduce -23.4% | 19,868 | $480K |
| Strategic Financial Services, Inc. | 0.03% | No change | 19,846 | $480K |
| LPL Financial LLC | 0.00% | Add +81.7% | 17,776 | $430K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -17.1% | 17,009 | $411K |
| Code Waechter LLC | 0.28% | Reduce -49.2% | 14,159 | $342K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.6% | 13,794 | $333K |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.8% | 13,733 | $332K |
| Minerva Advisors LLC | 0.23% | No change | 13,681 | $331K |
| Nuveen, LLC | 0.00% | — | 13,214 | $319K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.6% | 12,740 | $308K |
| Susquehanna International Group, LLP | 0.00% | New | 12,302 | $297K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 8,548 | $207K |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 8,472 | $205K |
| Barclays PLC | 0.00% | Reduce -23.2% | 8,396 | $203K |
| UBS Group AG | 0.00% | Reduce -3.2% | 7,799 | $189K |
| Rhumbline Advisers | 0.00% | Reduce -2.8% | 7,486 | $181K |
| Deutsche Bank AG | 0.00% | Reduce -22.5% | 6,610 | $160K |
| Bank of America Corp. | 0.00% | Reduce -28.5% | 6,498 | $157K |
| Citigroup Inc. | 0.00% | Add +3.1% | 5,769 | $139K |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 4,998 | $121K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +18.5% | 4,909 | $119K |
| Emerald Advisers, LLC | 0.00% | No change | 4,500 | $109K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,376 | $106K |
| Corebridge Financial, Inc. | 0.00% | Add +13.0% | 4,079 | $99K |
| Peoples Financial Services Corp. | 0.04% | No change | 3,555 | $86K |
| Community Bank, N.A. | 0.01% | No change | 3,550 | $86K |
| New York State Common Retirement Fund | 0.00% | No change | 3,261 | $79K |
| NBT Bank, N.A. | 0.00% | No change | 2,011 | $49K |
| Bangor Savings Bank | 0.00% | Add +1.1% | 1,728 | $42K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,500 | $36K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,376 | $33K |
| Legal & General Group Plc | 0.00% | No change | 721 | $17K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.5% | 623 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 609 | $15K |
| California State Teachers Retirement System | 0.00% | No change | 541 | $13K |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.7% | 511 | $12K |
| Osaic Holdings, Inc. | 0.00% | No change | 460 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +68.5% | 450 | $11K |
| Stone House Investment Management, LLC | 0.00% | New | 379 | $9K |
| Riggs Asset Managment Co. Inc. | 0.00% | Reduce -50.0% | 375 | $9K |
| Amalgamated Bank | 0.00% | No change | 249 | $6K |
| FMR LLC | 0.00% | Reduce -47.4% | 226 | $5K |
| GAMMA Investing LLC | 0.00% | Add +1650.0% | 210 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.2% | 144 | $3K |
| NewEdge Advisors, LLC | 0.00% | New | 87 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 84 | $2K |
| Cwm, LLC | 0.00% | Add +1.0% | 100 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 50 | $1K |
| Pacific Center for Financial Services | 0.00% | New | 20 | $484 |
| Nisa Investment Advisors, LLC | 0.00% | New | 9 | $218 |
| True Wealth Design, LLC | 0.00% | New | 7 | $170 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 2 | $48 |
| SBI Securities Co., Ltd. | 0.00% | New | 2 | $48 |
| Covestor Ltd | 0.00% | Reduce -50.0% | 4 | $0 |
"% of holder's portfolio" is NWFL's weight in each manager's 13F, not the share of Norwood Financial Corp. the manager owns.