Vault-13

NORWOOD FINANCIAL CORP NWFL

COM · Common Stock · CUSIP 669549107

111 institutional holders +4 vs Q1 2026
4,421,8184.4m shares reported held*
40.6% of all shares outstanding*
$142.2mreported value*
12 new 50 added 21 reduced 8 sold out net sold ≈ $462.4k (-14.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($66.1k this quarter). Holder counts are more reliable. Shares outstanding: 10.9m as of 2026-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $32.15.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 38Q4 22: 46Q1 23: 48Q2 23: 52Q3 23: 55Q4 23: 56Q1 24: 57Q2 24: 54Q3 24: 60Q4 24: 69Q1 25: 76Q2 25: 77Q3 25: 86Q4 25: 96Q1 26: 107Q2 26: 111111Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202238
Q4 202246
Q1 202348
Q2 202352
Q3 202355
Q4 202356
Q1 202457
Q2 202454
Q3 202460
Q4 202469
Q1 202576
Q2 202577
Q3 202586
Q4 202596
Q1 2026107
Q2 2026111

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 30 bought or addedQ3 24: 15 cut or sold outQ4 24: 32 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 24 cut or sold outQ2 25: 36 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 43 bought or addedQ3 25: 27 cut or sold outQ4 25: 50 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 61 bought or addedQ1 26: 27 cut or sold outQ2 26: 62 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243015
Q4 20243223
Q1 20253324
Q2 20253627
Q3 20254327
Q4 20255027
Q1 20266127
Q2 20266229

Biggest buyers

BlackRock, Inc. Added +115,675+115.7k
Cetera Investment Advisers Added +33,380+33.4k
Qube Research & Technologies Ltd Added +26,691+26.7k
MARSHALL WACE, LLP Added +24,579+24.6k
CITADEL ADVISORS LLC Added +24,566+24.6k
GEODE CAPITAL MANAGEMENT, LLC Added +20,744+20.7k
MARTINGALE ASSET MANAGEMENT L P Added +17,390+17.4k
STATE STREET CORP Added +14,280+14.3k
VANGUARD CAPITAL MANAGEMENT LLC Added +13,701+13.7k
AQR CAPITAL MANAGEMENT LLC Added +12,750+12.8k

Biggest sellers

UBS Group AG Reduced -213,914-213.9k
WELLINGTON MANAGEMENT GROUP LLP Reduced -183,286-183.3k
EMERALD MUTUAL FUND ADVISERS TRUST Sold out -25,000-25.0k
Squarepoint Ops LLC Reduced -10,475-10.5k
MORGAN STANLEY Reduced -9,612-9.6k
Gateway Wealth Partners, LLC Reduced -8,811-8.8k
MILLENNIUM MANAGEMENT LLC Sold out -8,420-8.4k
EMERALD ADVISERS, LLC Sold out -4,500-4.5k
Larson Financial Group LLC Sold out -4,080-4.1k
LOS ANGELES CAPITAL MANAGEMENT LLC Reduced -2,881-2.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.7 pts · filed 2026-08-13 5.2% -1.7 pts 567.5k≈ $18.2m 2026-08-13

Fell to 5% or below in the last year: Bay Pond Partners, L.P. (5.0%, 2026-02-10)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 24: 3 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 3 buyingQ2 25: 0 sellingQ3 25: 4 buyingQ3 25: 0 sellingQ3 25Q4 25: 2 buyingQ4 25: 0 sellingQ1 26: 3 buyingQ1 26: 0 sellingQ1 26Q2 26: 6 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20243$270.0k0——
Q1 20251$501.3k0——
Q2 20253$26.8k0——
Q3 20254$43.7k0——
Q4 20252$105.4k0——
Q1 20263$274.8k0——
Q2 20266$97.5k0——
Q3 20261$107.1k1$103.6k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-02 O'Bell Vincent EVP & Chief Lending Officer Sold 3,000 $34.52 $103.6k3.0k shares -41%
2026-07-28 Shook James Director Bought 3,100 $34.55 $107.1k3.1k shares +33%
2026-05-26 Schmalzle Ronald R Director · IRA Bought 700 $30.19 $21.1k700 shares +3%
2026-05-12 FORTE ANDREW Director Bought 270 $29.58 $8.0k270 shares +4%
2026-05-05 Carroll Joseph W Director Bought 376 $29.45 $11.1k376 shares +52%
2026-05-05 Carroll Joseph W Director · By Sposue IRA Bought 196 $29.45 $5.8k196 shares +22%
2026-05-05 Carroll Joseph W Director Bought 100 $29.45 $2.9k100 shares +<1%
2026-05-01 Carroll Joseph W Director · By IRA Bought 180 $29.61 $5.3k180 shares +25%
2026-04-30 McCaffery John Martin JR EVP & CFO · IRA Bought 1,000 $29.44 $29.4k1.0k shares +33%
2026-04-30 Shook James Director Bought 375 $29.06 $10.9k375 shares +4%
2026-04-29 Donnelly James O President & CEO, director · By IRA Bought 100 $29.06 $2.9k100 shares +50%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 776,358776.4k $25.0m $25.0m 0.00% Added +115.7k +115,675
2 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 567,505567.5k $18.2m $18.2m 0.00% Reduced -183.3k -183,286
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 441,759441.8k $14.2m $14.2m 0.00% Added +13.7k +13,701
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 258,159258.2k $8.3m $8.3m 0.00% Added +20.7k +20,744
5 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 174,278174.3k $5.6m $5.6m 0.00% Reduced -783 -783
6 Bulldog Investors, LLP 1.20% of their portfolio SADDLE BROOK, NJ 170,000170.0k $5.5m $5.5m 1.20% Unchanged
7 Cornerstone Wealth Group, LLC 0.32% of their portfolio HUNTERSVILLE, NC 166,585166.6k $5.4m $5.4m 0.32% Unchanged
8 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 166,006166.0k $5.3m $5.3m 0.00% Added +10.1k +10,098
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 155,948155.9k $5.0m $5.0m 0.00% Added +14.3k +14,280
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 97,89997.9k $3.1m $3.1m 0.00% Reduced -447 -447
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 95,30895.3k $3.1m $3.1m 0.00% Added +33.4k +33,380
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 81,23381.2k $2.6m $2.6m 0.00% Added +1.9k +1,856
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 69,05569.1k $2.2m $2.2m 0.00% Added +11.8k +11,832
14 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 65,73865.7k $2.1m $2.1m 0.00% Added +24.6k +24,579
15 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 65,55765.6k $2.1m $2.1m 0.00% Added +31 +31
16 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 64,87664.9k $2.1m $2.1m 0.00% Reduced -1.9k -1,900
17 SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio CHICAGO, IL 59,62459.6k $1.9m $1.9m 0.02% Added +3.9k +3,869
18 Stonebridge Financial Group, LLC 0.14% of their portfolio Wormleysburg, PA 57,26157.3k $1.8m $1.8m 0.14% Added +33 +33
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,73446.7k $1.5m $1.5m 0.00% Reduced -2.2k -2,173
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 40,07640.1k $1.3m $1.3m 0.00% Added +1.9k +1,948
21 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 39,84939.8k $1.3m $1.3m 0.00% Added +6.6k +6,641
22 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 37,89137.9k $1.2m $1.2m 0.00% Added +26.7k +26,691
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,38934.4k $1.1m $1.1m 0.00% Added +24.6k +24,566
24 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 33,89333.9k $1.1m $1.1m 0.00% Reduced -2.9k -2,881
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 32,07132.1k $1.0m $1.0m 0.00% Added +3.4k +3,395
26 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 32,06932.1k $1.0m $1.0m 0.00% Added +12.8k +12,750
27 MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio BOSTON, MA 30,49430.5k $980.4k $980.4k 0.02% Added +17.4k +17,390
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,26129.3k $940.7k $940.7k 0.00% Reduced -1.8k -1,784
29 Minerva Advisors LLC 0.58% of their portfolio BALA CYNWYD, PA 28,58028.6k $918.8k $918.8k 0.58% Unchanged
30 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 26,00226.0k $836.0k $836.0k 0.00% Reduced -10.5k -10,475
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 25,75625.8k $828.1k $828.1k 0.00% Reduced -213.9k -213,914
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 25,74425.7k $827.7k $827.7k 0.00% Reduced -9.6k -9,612
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 23,73923.7k $763.2k $763.2k 0.00% Added +5.3k +5,256
34 EAGLE WEALTH STRATEGIES LLC 0.29% of their portfolio MULLICA HILL, NJ 23,52823.5k $756.4k $756.4k 0.29% Unchanged
35 BAILARD, INC. 0.01% of their portfolio Foster City, CA 22,72422.7k $730.6k $730.6k 0.01% Added +7.3k +7,350
36 RAFFLES ASSOCIATES LP 0.31% of their portfolio NEW YORK, NY 21,89821.9k $704.0k $704.0k 0.31% Added +9.4k +9,449
37 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 19,14219.1k $615.4k $615.4k 0.01% Added +9.9k +9,903
38 Strategic Financial Services, Inc. 0.03% of their portfolio UTICA, NY 17,97218.0k $577.8k $577.8k 0.03% Unchanged
39 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 16,90316.9k $543.4k $543.4k 0.00% Added +3.9k +3,947
40 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 14,94314.9k $475.0k $475.0k 0.00% Added +5.2k +5,166
41 JOHN G ULLMAN & ASSOCIATES INC 0.06% of their portfolio CORNING, NY 14,60014.6k $469.4k $469.4k 0.06% Reduced -200 -200
42 Alliance Wealth Advisors, LLC 0.18% of their portfolio SCRANTON, PA 14,36414.4k $461.8k $461.8k 0.18% Unchanged
43 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 13,89413.9k $446.7k $446.7k 0.00% Added +1.4k +1,432
44 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 13,31713.3k $428.1k $428.1k 0.00% Unchanged
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,60212.6k $406.0k $406.0k 0.00% New
46 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 10,27610.3k $330.4k $330.4k 0.01% Unchanged
47 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 10,05710.1k $323.3k $323.3k 0.00% New
48 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 10,05310.1k $323.2k $323.2k 0.00% Added +4.5k +4,477
49 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 9,9239.9k $319.0k $319.0k 0.00% Added +2.0k +1,975
50 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 9,4109.4k $303.0k $303.0k 0.00% Added +6.0k +5,981
51 De Lisle Partners LLP 0.03% of their portfolio POOLE, X0 8,9088.9k $286.4k $286.4k 0.03% Added +94 +94
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,8248.8k $283.7k $283.7k 0.00% Added +5.1k +5,089
53 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 8,8118.8k $283.3k $283.3k 0.02% Reduced -8.8k -8,811
54 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 8,6188.6k $277.1k $277.1k 0.00% New
55 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 8,5338.5k $274.3k $274.3k 0.00% Added +1.2k +1,235
56 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 8,4538.5k $272.0k $272.0k 0.00% Added +1.4k +1,376
57 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 7,4567.5k $239.9k $239.9k 0.00% Added +5.4k +5,379
58 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,0287.0k $226.0k $226.0k 0.00% Reduced -2.8k -2,841
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,8556.9k $221.0k $221.0k 0.00% Added +644 +644
60 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 6,7416.7k $216.7k $216.7k 0.00% New
61 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,6246.6k $205.9k $205.9k 0.00% New
62 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,1586.2k $198.0k $198.0k 0.00% Added +1.1k +1,061
63 Community Bank, N.A. 0.02% of their portfolio DeWitt, NY 5,4975.5k $176.7k $176.7k 0.02% Unchanged
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,0995.1k $164.6k $164.6k 0.00% Added +1.1k +1,066
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,9755.0k $159.9k $159.9k 0.00% Added +4.5k +4,507
66 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 4,7414.7k $152.4k $152.4k 0.00% Added +35 +35
67 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,6894.7k $150.8k $150.8k 0.00% Added +2.8k +2,840
68 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,8323.8k $123.2k $123.2k 0.00% Unchanged
69 PEOPLES FINANCIAL SERVICES CORP. 0.05% of their portfolio MOOSIC, PA 3,5553.6k $114.3k $114.3k 0.05% Reduced -425 -425
70 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,2613.3k $104.8k $104.8k 0.00% Unchanged
71 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,8552.9k $91.8k $91.8k 0.00% Unchanged
72 Bangor Savings Bank 0.01% of their portfolio BANGOR, ME 2,2452.2k $72.2k $72.2k 0.01% Added +24 +24
73 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,0682.1k $66.5k $66.5k 0.00% Reduced -55 -55
74 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 2,0112.0k $64.7k $64.7k 0.00% Unchanged
75 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 1,1781.2k $38.0k $38.0k 0.00% Reduced -89 -89
76 Legal & General Group Plc 0.00% of their portfolio London, X0 1,0231.0k $32.9k $32.9k 0.00% Added +223 +223
77 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 960960 $30.9k $30.9k 0.00% Unchanged
78 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 934934 $30.0k $30.0k 0.00% Added +325 +325
79 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 833833 $26.8k $26.8k 0.00% Reduced -445 -445
80 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 799799 $25.7k $25.7k 0.00% New
81 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 737737 $23.7k $23.7k 0.00% Unchanged
82 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 621621 $19.0k $19.0k 0.00% Unchanged
83 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 551551 $17.7k $17.7k 0.00% New
84 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 541541 $17.4k $17.4k 0.00% First filing
85 Triumph Capital Management 0.00% of their portfolio DENVER, CO 500500 $16.1k $16.1k 0.00% Unchanged
86 Stone House Investment Management, LLC 0.00% of their portfolio TUNKHANNOCK, PA 379379 $12.2k $12.2k 0.00% Unchanged
87 FMR LLC 0.00% of their portfolio BOSTON, MA 280280 $9.0k $9.0k 0.00% Added +33 +33
88 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 223223 $7.2k $7.2k 0.00% New
89 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 207207 $6.7k $6.7k 0.00% Reduced -101 -101
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 139139 $4.5k $4.5k 0.00% Reduced -403 -403
91 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 106106 $3.0k $3.0k 0.00% Unchanged
92 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 104104 $3.3k $3.3k 0.00% Unchanged
93 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 9494 $3.0k $3.0k 0.00% Added +67 +67
94 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8787 $2.8k $2.8k 0.00% Unchanged
95 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 8585 $2.7k $2.7k 0.00% Unchanged
96 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5656 $1.8k $1.8k 0.00% First filing
97 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 4848 $1.5k $1.5k 0.00% Reduced -81 -81
98 Strive Financial Group ,LLC 0.00% of their portfolio CARMEL, IN 4040 $1.3k $1.3k 0.00% Unchanged
99 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3939 $1.3k $1.3k 0.00% Added +36 +36
100 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3737 $1.2k $1.2k 0.00% Added +1 +1