Norwood Financial Corp.
Norwood Financial Corp. (NWFL) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · NWFL · as of Sep 30, 2025
Ownership Breakdown
87
Institutional Holders
▲ 11 vs Q2
$85.76M
Total Inst. Value
▲ $7.35M vs Q2
9.23M
Shares Outstanding
freeFloat 88.78%
3.37M
13F Shares Held
▲ 332,063 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
NWFL largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
WELLINGTON MANAGEMENT GROUP LLP state commercial banks | 634.6K | 6.93% | 6.93% | $16.13B | Nov 14, 2025 | ▲ 79.4K |
BLACKROCK, INC. state commercial banks | 574.2K | 6.27% | 6.27% | $14.60B | Nov 12, 2025 | ▼ 6.2K |
VANGUARD GROUP INC state commercial banks | 439.9K | 4.80% | 4.80% | $11.18B | Nov 7, 2025 | ▼ 15.2K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 201.0K | 2.19% | 2.19% | $5.11B | Nov 12, 2025 | ▼ 887 |
CORNERSTONE WEALTH GROUP, LLC state commercial banks | 184.1K | 2.01% | 2.01% | $4.68B | Oct 30, 2025 | NEW |
MANUFACTURERS LIFE INSURANCE COMPANY, THE state commercial banks | 177.5K | 1.94% | 1.94% | $4.51B | Nov 14, 2025 | ▼ 453 |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 133.3K | 1.45% | 1.45% | $3.39B | Nov 12, 2025 | ▲ 6.1K |
STATE STREET CORP state commercial banks | 122.5K | 1.34% | 1.34% | $3.11B | Nov 14, 2025 | ▲ 1.5K |
RAYMOND JAMES FINANCIAL INC state commercial banks | 92.4K | 1.01% | 1.01% | $2.35B | Nov 14, 2025 | ▲ 3.0K |
FOURTHSTONE LLC state commercial banks | 83.8K | 91.42% | 91.42% | $2.13B | Nov 14, 2025 | ▲ 64.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
16
Increased
+192.3K shares7
New Positions
first time holders16
Decreased
−39.8K shares0
Sold Out
fully exitedNet shares change (top 50)
+152.6K
+192.3K / −39.8K
Net new holders
+7
7 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
NWFL insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
36
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Schmalzle Ronald R director | May 26, 2026 | Purchase | 700 | $30.19 | $21.1K | 27.2K | Form 4 ↗ |
Schmalzle Ronald R director | May 26, 2026 | Award | 700 | $30.19 | $21.1K | 27.2K | Form 4 ↗ |
LAMONT KEVIN M director | May 11, 2026 | Award | 45 | $30.20 | $1.4K | 136.0K | Form 4 ↗ |
Matergia Ralph A director | May 11, 2026 | Award | 45 | $30.20 | $1.4K | 26.5K | Form 4 ↗ |
Nacinovich Marissa S director | May 11, 2026 | Award | 45 | $30.20 | $1.4K | 484 | Form 4 ↗ |
Nolan Alexandra K director | May 11, 2026 | Award | 45 | $30.20 | $1.4K | 2.8K | Form 4 ↗ |
PHILLIPS KENNETH A director | May 11, 2026 | Award | 45 | $30.20 | $1.4K | 15.8K | Form 4 ↗ |
Schmalzle Ronald R director | May 11, 2026 | Award | 45 | $30.20 | $1.4K | 9.4K | Form 4 ↗ |
Shook James director | May 11, 2026 | Award | 45 | $30.20 | $1.4K | 9.4K | Form 4 ↗ |
Andress Spencer J director | May 11, 2026 | Award | 45 | $30.20 | $1.4K | 8.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Norwood Financial Corp. (NWFL) is primarily owned by institutional investors, who hold approximately 36.5% of total shares outstanding. Company insiders own approximately 11.22%, while retail and public investors account for the remaining 52.23%.
The largest institutional shareholder of Norwood Financial Corp. is WELLINGTON MANAGEMENT GROUP LLP, holding approximately 634,553 shares — equal to 6.93% of outstanding shares — as of September 30, 2025.
A total of 87 institutional investors currently hold NWFL stock, with a combined institutional value of approximately $85,756,205 as of the most recent 13F filing period.
Frequently asked questions
NWFL ownershipNorwood Financial Corp. (NWFL) is primarily owned by institutional investors, who hold approximately 36.5% of shares. The largest shareholder is WELLINGTON MANAGEMENT GROUP LLP with a 6.93% stake. Company insiders hold 11.22%. Data sourced from SEC Form 13F as of September 30, 2025.