63% buyers of institutions opening or closing positions this quarter
5 more new buyers than exits, ownership rose 0.68 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
63% buyers of institutions opening or closing positions this quarter
22.6% institutional ownership
FIDELITY D & portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in FDBC across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FDBC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 302K | $13.1M | +2.1% | 5.145% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 195K | $8.4M | β | 3.312% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 113K | $4.9M | -1.0% | 1.925% | 0.00% |
| 4 | FIDELITY D & D BANCORP INC | 99K | $4.3M | +1.0% | 1.689% | 1.72% |
| 5 | STATE STREET CORP | 76K | $3.3M | +1.3% | 1.285% | 0.00% |
| 6 | Siena Capital Partners GP, LLC | 45K | $2.0M | +111.9% | 0.770% | 0.51% |
| 7 | Creative Planning | 41K | $1.8M | +0.2% | 0.699% | 0.00% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 37K | $1.6M | +35.0% | 0.633% | 0.00% |
| 9 | LIBERTY SQUARE WEALTH PARTNERS LLC | 36K | $1.6M | 0.0% | 0.617% | 0.44% |
| 10 | GOLDMAN SACHS GROUP INC | 36K | $1.5M | +33.9% | 0.609% | 0.00% |
| 11 | NORTHERN TRUST CORP | 35K | $1.5M | +8.8% | 0.597% | 0.00% |
| 12 | Bank of New York Mellon Corp | 30K | $1.3M | -14.5% | 0.503% | 0.00% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 30K | $1.3M | β | 0.503% | 0.00% |
| 14 | Quantinno Capital Management LP | 28K | $1.2M | -8.1% | 0.484% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 28K | $1.2M | β | 0.468% | 0.00% |
| 16 | STIFEL FINANCIAL CORP | 24K | $1.0M | +4.4% | 0.406% | 0.00% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 19K | $837K | +17.1% | 0.329% | 0.00% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 16K | $710K | +12.4% | 0.279% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12K | $522K | -11.9% | 0.205% | 0.00% |
| 20 | HSBC HOLDINGS PLC | 12K | $505K | β | 0.197% | 0.00% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 11K | $489K | -0.9% | 0.192% | 0.00% |
| 22 | Jacobi Capital Management LLC | 11K | $479K | +19.9% | 0.188% | 0.03% |
| 23 | MARTINGALE ASSET MANAGEMENT L P | 11K | $460K | +48.1% | 0.181% | 0.01% |
| 24 | Alliance Wealth Advisors, LLC | 10K | $427K | +30.4% | 0.168% | 0.19% |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 10K | $422K | +6.8% | 0.166% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FDBC β a direct measure of their conviction.
Filings activity in FDBC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new FDBC position in Q1 2026
Institutions that fully closed their FDBC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 84 | +6.3% | 22.59% | +0.68 pp | $61M | +3.1% |
| Q4 2025 | 79 | +8.2% | 21.91% | +0.99 pp | $59M | +4.8% |
| Q3 2025 | 73 | +1.4% | 20.92% | 0.30 pp | $56M | 1.4% |
| Q2 2025 | 72 | +7.5% | 21.22% | +2.41 pp | $57M | +13% |
| Q1 2025 | 67 | +12% | 18.81% | 3.23 pp | $51M | 15% |
| Q4 2024 | 60 | +13% | 22.04% | +3.07 pp | $59M | +16% |
| Q3 2024 | 53 | +3.9% | 18.97% | +1.19 pp | $51M | +6.7% |
| Q2 2024 | 51 | β | 17.78% | β | $48M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for FDBC.
Quick answers to the most common questions about buying FDBC stock.
Based on Q1 2026 13F filings, institutional ownership of Fidelity D & D Bancorp, Inc. stands at 22.6%, held across 84 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FDBC, with approximately 302,448 shares worth $0.01B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of FDBC, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for FDBC is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in FDBC during Q1 2026, while 7 fully exited. 29 added to existing positions and 41 trimmed.
FDBC institutional ownership rose by 0.68 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 69.9% of all reported 13F value in FDBC, and the top 25 account for 90.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.