Norwood FinancialNWFL
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 76 institutions reported holding Norwood Financial Corp. (NWFL) in their 13F filings, up 1 from Q1 2025. 7 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($15.0M), Wellington Management Group LLP ($14.3M) and Vanguard Group Inc. ($11.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Norwood Financial Corp.
- CUSIP
- 669549107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 7 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 177,956 shares bought and 253,545 shares sold, net −75,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| BlackRock, Inc. | 0.00% | Reduce -2.8% | 580,424 | $15.0M |
| Wellington Management Group LLP | 0.00% | Reduce -12.0% | 555,159 | $14.3M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 455,185 | $11.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 201,858 | $5.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.1% | 177,936 | $4.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +12.3% | 127,161 | $3.3M |
| State Street Corp. | 0.00% | Add +16.1% | 120,976 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +20.8% | 89,419 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 70,718 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 61,743 | $1.6M |
| Jacobs Asset Management, LLC | 0.75% | Reduce -15.4% | 50,741 | $1.3M |
| Emerald Mutual Fund Advisers Trust | 0.07% | No change | 47,500 | $1.2M |
| Renaissance Technologies | 0.00% | Add +2.1% | 44,275 | $1.1M |
| LPL Financial LLC | 0.00% | Add +102.8% | 36,051 | $929K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 25,375 | $654K |
| Marshall Wace, LLP | 0.00% | New | 25,151 | $648K |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 24,588 | $634K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 24,286 | $626K |
| Eagle Wealth Strategies LLC | 0.34% | No change | 23,528 | $607K |
| Morgan Stanley | 0.00% | Add +3.1% | 20,488 | $528K |
| Strategic Financial Services, Inc. | 0.03% | No change | 19,846 | $512K |
| Fourthstone LLC | 0.10% | New | 19,792 | $510K |
| Barclays PLC | 0.00% | Add +74.4% | 14,641 | $377K |
| Los Angeles Capital Management LLC | 0.00% | New | 14,085 | $363K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 13,934 | $359K |
| Raffles Associates LP | 0.37% | Reduce -30.7% | 13,863 | $357K |
| Minerva Advisors LLC | 0.23% | No change | 13,681 | $353K |
| John G Ullman & Associates Inc. | 0.05% | Reduce -38.7% | 13,600 | $351K |
| Nuveen, LLC | 0.00% | Reduce -1.9% | 12,956 | $334K |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.3% | 12,025 | $310K |
| Fisher Asset Management | 0.00% | New | 11,815 | $305K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -39.6% | 10,276 | $265K |
| Alliancebernstein L.P. | 0.00% | Reduce -71.0% | 10,154 | $262K |
| Stifel Financial Corp. | 0.00% | No change | 8,548 | $220K |
| Rhumbline Advisers | 0.00% | Add +5.1% | 7,866 | $203K |
| Millennium Management | 0.00% | New | 7,765 | $200K |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.6% | 7,473 | $193K |
| Royal Bank of Canada | 0.00% | Reduce -30.8% | 5,862 | $151K |
| Wells Fargo & Company | 0.00% | Add +10.5% | 5,522 | $142K |
| Bank of America Corp. | 0.00% | Reduce -18.7% | 5,285 | $136K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.5% | 4,837 | $125K |
| Emerald Advisers, LLC | 0.00% | No change | 4,500 | $116K |
| UBS Group AG | 0.00% | Reduce -42.4% | 4,489 | $116K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,376 | $113K |
| Deutsche Bank AG | 0.00% | Reduce -43.7% | 3,719 | $96K |
| Peoples Financial Services Corp. | 0.05% | No change | 3,555 | $92K |
| Community Bank, N.A. | 0.01% | No change | 3,550 | $91K |
| New York State Common Retirement Fund | 0.00% | No change | 3,261 | $84K |
| Citigroup Inc. | 0.00% | Reduce -50.0% | 2,887 | $74K |
| NBT Bank, N.A. | 0.00% | No change | 2,011 | $52K |
| Bangor Savings Bank | 0.00% | Add +7.1% | 1,850 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +293.6% | 1,771 | $46K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,500 | $39K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.0% | 1,266 | $33K |
| Osaic Holdings, Inc. | 0.00% | Add +130.7% | 1,061 | $27K |
| BNP Paribas Financial Markets | 0.00% | Add +68.1% | 859 | $22K |
| Legal & General Group Plc | 0.00% | Add +11.0% | 800 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 609 | $16K |
| California State Teachers Retirement System | 0.00% | No change | 541 | $14K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -19.4% | 502 | $13K |
| Stone House Investment Management, LLC | 0.00% | No change | 379 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 375 | $10K |
| Cwm, LLC | 0.00% | Add +186.0% | 286 | $7K |
| Sterling Capital Management LLC | 0.00% | Add +63.2% | 235 | $6K |
| Amalgamated Bank | 0.00% | No change | 249 | $6K |
| FMR LLC | 0.00% | Reduce -15.0% | 192 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 87 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 85 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 50 | $1K |
| Pacific Center for Financial Services | 0.00% | Add +55.0% | 31 | $800 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +450.0% | 11 | $284 |
| Essential Partners LLC | 0.00% | — | 9 | $232 |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 4 | $103 |
| IFP Advisors, Inc | 0.00% | New | 1 | $78 |
| Allworth Financial LP | 0.00% | New | 2 | $52 |
| True Wealth Design, LLC | 0.00% | Reduce -85.7% | 1 | $26 |
"% of holder's portfolio" is NWFL's weight in each manager's 13F, not the share of Norwood Financial Corp. the manager owns.