Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NWFL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | 517K | $32.4M | +1989961.5% | 5.605% | 0.99% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 751K | $22.1M | -15.5% | 8.134% | 0.00% |
| 3 | BlackRock, Inc. | 661K | $19.4M | +13.8% | 7.157% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 428K | $12.6M | — | 4.637% | 0.00% |
| 5 | UBS Group AG | 240K | $7.1M | +748.0% | 2.596% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 237K | $7.0M | +17.8% | 2.572% | 0.00% |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 175K | $5.2M | -1.0% | 1.896% | 0.00% |
| 8 | Cornerstone Wealth Group, LLC | 167K | $5.0M | -2.6% | 1.805% | 0.34% |
| 9 | Bulldog Investors, LLP | 170K | $5.0M | +165.0% | 1.842% | 1.12% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 156K | $4.6M | +15.8% | 1.689% | 0.00% |
| 11 | STATE STREET CORP | 142K | $4.2M | +5.8% | 1.535% | 0.00% |
| 12 | RAYMOND JAMES FINANCIAL INC | 98K | $2.9M | +2.5% | 1.065% | 0.00% |
| 13 | NORTHERN TRUST CORP | 79K | $2.3M | +20.0% | 0.860% | 0.00% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 67K | $2.0M | — | 0.723% | 0.00% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 66K | $1.9M | +17.4% | 0.710% | 0.00% |
| 16 | Cetera Investment Advisers | 62K | $1.8M | +0.5% | 0.671% | 0.00% |
| 17 | Stonebridge Financial Group, LLC | 57K | $1.7M | — | 0.620% | 0.14% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 57K | $1.7M | — | 0.620% | 0.00% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 49K | $1.4M | +99.8% | 0.530% | 0.00% |
| 20 | MARSHALL WACE, LLP | 41K | $1.2M | +4.1% | 0.446% | 0.00% |
| 21 | Bank of New York Mellon Corp | 38K | $1.1M | +6.2% | 0.413% | 0.00% |
| 22 | LOS ANGELES CAPITAL MANAGEMENT LLC | 37K | $1.1M | +87.2% | 0.398% | 0.00% |
| 23 | Squarepoint Ops LLC | 36K | $1.1M | +95.8% | 0.395% | 0.00% |
| 24 | MORGAN STANLEY | 35K | $1.0M | +50.6% | 0.383% | 0.00% |
| 25 | Connor, Clark & Lunn Investment Management Ltd. | 33K | $977K | +258.8% | 0.360% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NWFL — a direct measure of their conviction.
Filings activity in NWFL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 102 | +7.4% | 54.16% | +17.89 pp | $161M | +49% |
| Q4 2025 | 95 | +14% | 36.27% | +8.34 pp | $108M | +30% |
| Q3 2025 | 83 | +9.2% | 27.93% | +1.89 pp | $83M | +7.3% |
| Q2 2025 | 76 | +0.0% | 26.04% | +1.07 pp | $77M | +4.3% |
| Q1 2025 | 76 | +10% | 24.97% | 2.95 pp | $74M | 11% |
| Q4 2024 | 69 | +15% | 27.92% | +10.14 pp | $83M | +57% |
| Q3 2024 | 60 | +11% | 17.78% | +1.94 pp | $53M | +12% |
| Q2 2024 | 54 | — | 15.84% | — | $47M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 1, 2026 | Carroll Joseph W | Buy | 180 | $29.61 | $5K |
| Apr 30, 2026 | Shook James | Buy | 375 | $29.06 | $11K |
| Apr 30, 2026 | McCaffery John Martin JR | Buy | 1K | $29.44 | $29K |
| Apr 29, 2026 | Donnelly James O | Buy | 100 | $29.06 | $3K |
Quick answers to the most common questions about buying NWFL stock.
Based on Q1 2026 13F filings, institutional ownership of Norwood Financial Corp. stands at 54.2%, held across 102 reporting institutions.
EverSource Wealth Advisors, LLC is the largest reported institutional holder of NWFL, with approximately 517,416 shares worth $0.03B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of NWFL, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for NWFL is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in NWFL during Q1 2026, while 12 fully exited. 71 added to existing positions and 12 trimmed.
NWFL institutional ownership rose by 17.89 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 74.9% of all reported 13F value in NWFL, and the top 25 account for 91.3%.
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.
Norwood Financial Corp. (NWFL) Institutional Ownership