| 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 258K | $8.3M | +8.7% | 2.370% | 0.00% |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 174K | $5.6M | -0.4% | 1.600% | 0.00% |
| 6 | Bulldog Investors, LLP | 170K | $5.5M | 0.0% | 1.561% | 1.20% |
| 7 | Cornerstone Wealth Group, LLC | 167K | $5.4M | 0.0% | 1.530% | 0.32% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 166K | $5.3M | +6.5% | 1.524% | 0.00% |
| 9 | STATE STREET CORP | 156K | $5.0M | +10.1% | 1.432% | 0.00% |
| 10 | RAYMOND JAMES FINANCIAL INC | 98K | $3.1M | -0.4% | 0.899% | 0.00% |
| 11 | Cetera Investment Advisers | 95K | $3.1M | +53.9% | 0.875% | 0.00% |
| 12 | NORTHERN TRUST CORP | 81K | $2.6M | +2.3% | 0.746% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 69K | $2.2M | +20.7% | 0.634% | 0.00% |
| 14 | MARSHALL WACE, LLP | 66K | $2.1M | +59.7% | 0.604% | 0.00% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 66K | $2.1M | +0.1% | 0.602% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 65K | $2.1M | -2.9% | 0.596% | 0.00% |
| 17 | SEGALL BRYANT & HAMILL, LLC | 60K | $1.9M | +6.9% | 0.547% | 0.02% |
| 18 | Stonebridge Financial Group, LLC | 57K | $1.8M | +0.1% | 0.526% | 0.14% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 47K | $1.5M | -4.4% | 0.429% | 0.00% |
| 20 | Bank of New York Mellon Corp | 40K | $1.3M | +5.1% | 0.368% | 0.00% |
| 21 | Connor, Clark & Lunn Investment Management Ltd. | 40K | $1.3M | +20.0% | 0.366% | 0.00% |
| 22 | Qube Research & Technologies Ltd | 38K | $1.2M | +238.3% | 0.348% | 0.00% |
| 23 | CITADEL ADVISORS LLC | 34K | $1.1M | +250.1% | 0.316% | 0.00% |
| 24 | LOS ANGELES CAPITAL MANAGEMENT LLC | 34K | $1.1M | -7.8% | 0.311% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 32K | $1.0M | +11.8% | 0.295% | 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.
| 28.67% |
| +0.24 pp |
| $74M |
| 11% |
| Q4 2024 | 69 | +15% | 28.43% | +10.22 pp | $83M | +57% |
| Q3 2024 | 60 | — | 18.21% | — | $53M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
11 institutions opened new positions in NWFL during Q2 2026, while 8 fully exited. 82 added to existing positions and 13 trimmed.
NWFL institutional ownership fell by 0.30 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 68.1% of all reported 13F value in NWFL, and the top 25 account for 87.0%.
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