Security Snapshot

NORWOOD FINANCIAL CORP - Common Stock (NWFL) Institutional Ownership

CUSIP: 669549107

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

94

Shares (Excl. Options)

3,841,850

Price

$28.05

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Type / Class
Equity / Common Stock
Symbol
NWFL on Nasdaq
Shares outstanding
9,206,120
Price per share
$31.00
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,841,850
Total reported value
$107,794,862
% of total 13F portfolios
0%
Share change
+469,095
Value change
+$13,157,385
Number of holders
94
Price from insider filings
$31.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • NWFL - NORWOOD FINANCIAL CORP - Common Stock is tracked under CUSIP 669549107.
  • 94 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 94 to 66 between Q4 2025 and Q1 2026.
  • Reported value moved from $107,794,862 to $80,972,354.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 94 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 669549107?
CUSIP 669549107 identifies NWFL - NORWOOD FINANCIAL CORP - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of NORWOOD FINANCIAL CORP - Common Stock (NWFL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 9.6% +40% $24,877,848 +$7,578,572 888,812 +44% Wellington Management Group LLP 31 Dec 2025
Bay Pond Partners, L.P. 5% -2% $12,883,965 -$419,850 460,306 -3.2% Bay Pond Partners, L.P. 31 Dec 2025

As of 31 Dec 2025, 94 institutional investors reported holding 3,841,850 shares of NORWOOD FINANCIAL CORP - Common Stock (NWFL). This represents 42% of the company’s total 9,206,120 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NORWOOD FINANCIAL CORP - Common Stock (NWFL) together control 37% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 9.7% 888,812 +40% 0% $24,931,177
BlackRock, Inc. 6.3% 580,582 +1.1% 0% $16,285,326
VANGUARD GROUP INC 4.9% 448,224 +1.9% 0% $12,572,683
GEODE CAPITAL MANAGEMENT, LLC 2.2% 201,621 +0.32% 0% $5,657,046
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.9% 176,796 -0.39% 0% $4,959,128
Cornerstone Wealth Group, LLC 1.9% 171,051 -7.1% 0.33% $4,797,981
DIMENSIONAL FUND ADVISORS LP 1.5% 134,660 +1% 0% $3,777,329
STATE STREET CORP 1.5% 133,907 +9.3% 0% $3,756,091
RAYMOND JAMES FINANCIAL INC 1% 95,942 +3.8% 0% $2,691,164
NORTHERN TRUST CORP 0.72% 66,173 -7.5% 0% $1,856,153
Bulldog Investors, LLP 0.7% 64,145 +587% 0.4% $1,799,267
Cetera Investment Advisers 0.67% 61,602 -0.29% 0% $1,727,924
SEGALL BRYANT & HAMILL, LLC 0.61% 55,864 0.02% $1,566,985
RENAISSANCE TECHNOLOGIES LLC 0.61% 55,806 +17% 0% $1,565,358
MARSHALL WACE, LLP 0.43% 39,551 +12% 0% $1,109,406
Bank of New York Mellon Corp 0.39% 35,895 +51% 0% $1,006,869
LPL Financial LLC 0.37% 33,971 -7.3% 0% $952,887
MILLENNIUM MANAGEMENT LLC 0.33% 30,699 +145% 0% $861,107
UBS Group AG 0.31% 28,262 +744% 0% $792,749
GOLDMAN SACHS GROUP INC 0.28% 25,841 +124% 0% $724,840
EMERALD MUTUAL FUND ADVISERS TRUST 0.27% 25,000 -43% 0.03% $701,250
COMMONWEALTH EQUITY SERVICES, LLC 0.27% 24,478 -3.7% 0% $686,620
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.26% 24,318 +0.13% 0% $682,120
EAGLE WEALTH STRATEGIES LLC 0.26% 23,528 0% 0.31% $659,960
MORGAN STANLEY 0.26% 23,480 +67% 0% $658,625

Institutional Holders of NORWOOD FINANCIAL CORP - Common Stock (NWFL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,747,994 $80,972,354 +$16,758,840 $29.42 66
2025 Q4 3,841,850 $107,794,862 +$13,157,385 $28.05 94
2025 Q3 3,372,908 $85,739,750 +$8,360,776 $25.42 85
2025 Q2 3,041,468 $78,409,020 -$1,822,581 $25.78 74
2025 Q1 3,117,057 $75,339,104 +$445,636 $24.17 74
2024 Q4 3,096,334 $84,235,938 +$30,177,518 $27.20 67
2024 Q3 1,982,982 $54,691,413 +$1,526,534 $27.58 58
2024 Q2 1,885,142 $47,839,843 +$748,632 $25.38 51
2024 Q1 2,272,396 $61,853,005 -$419,719 $27.21 54
2023 Q4 2,278,437 $74,954,859 +$4,024,508 $32.91 54
2023 Q3 2,149,495 $55,358,225 -$17,326 $25.76 54
2023 Q2 2,133,160 $63,012,784 +$12,841,371 $29.53 51
2023 Q1 1,697,346 $49,927,103 +$1,994,909 $29.42 47
2022 Q4 1,625,432 $54,349,579 +$8,475,087 $33.44 45
2022 Q3 1,373,007 $36,490,372 +$342,025 $26.58 37
2022 Q2 1,366,368 $33,138,509 -$1,456,335 $24.25 35
2022 Q1 1,412,554 $40,383,400 +$893,869 $28.59 34
2021 Q4 1,381,355 $35,891,364 +$260,020 $25.99 35
2021 Q3 980,734 $25,079,643 -$2,696,327 $25.52 33
2021 Q2 1,085,689 $28,225,650 -$14,804,027 $26.00 37
2021 Q1 1,652,803 $43,962,098 +$1,295,885 $26.61 44
2020 Q4 1,602,727 $41,939,659 +$2,233,115 $26.17 42
2020 Q3 1,517,332 $36,901,586 +$5,166,562 $24.33 41
2020 Q2 1,303,500 $32,295,429 +$1,925,125 $24.79 40
2020 Q1 1,318,865 $35,209,104 -$332,603 $26.70 44
2019 Q4 1,322,106 $51,421,199 +$1,958,353 $38.90 44
2019 Q3 1,272,682 $40,220,903 +$3,960,465 $31.61 45
2019 Q2 1,147,198 $39,895,652 +$1,794,730 $34.81 45
2019 Q1 1,118,549 $34,486,594 +$424,153 $30.84 42
2018 Q4 1,103,497 $36,414,501 -$1,277,162 $33.00 42
2018 Q3 1,134,563 $44,422,636 -$130,207 $39.16 47
2018 Q2 1,141,483 $41,051,696 +$4,246,131 $36.02 50
2018 Q1 1,031,268 $31,026,078 -$964,605 $30.09 48
2017 Q4 1,063,389 $35,092,823 -$453,270 $33.00 51
2017 Q3 1,085,368 $33,125,061 +$11,289,484 $30.52 46
2017 Q2 715,640 $30,229,942 +$10,625,750 $42.24 40
2017 Q1 464,844 $19,226,000 +$2,566,956 $41.87 24
2016 Q4 416,827 $13,755,000 +$679,972 $33.14 23
2016 Q3 375,313 $10,965,000 +$447,255 $29.10 22
2016 Q2 360,204 $10,083,000 -$2,943,617 $27.98 20
2016 Q1 467,857 $12,798,000 -$596,010 $27.32 23
2015 Q4 488,379 $14,022,000 -$407,601 $28.73 22
2015 Q3 502,505 $14,562,000 -$186,983 $29.00 23
2015 Q2 509,081 $14,923,000 -$29,489 $29.27 23
2015 Q1 510,066 $14,206,000 +$722,060 $27.78 19
2014 Q4 484,271 $14,068,000 +$582,495 $29.06 20
2014 Q3 463,525 $13,274,000 +$462,884 $28.64 20
2014 Q2 447,416 $12,745,000 +$3,156,205 $28.50 19
2014 Q1 336,381 $9,507,000 -$2,694,692 $28.20 16
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