Who owns Norwood Financial Corp, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Wellington Management Group LLP: 5.2% · 567,505 shares — Wellington Group Holdings LLP: 5.2% · 567,505 shares — Wellington Investment Advisors Holdings LLP: 5.2% · 567,505 shares
Bay Pond Partners, L.P.: 5.0% · 460,306 shares
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Norwood Financial Corp they hold. Together these 130 managers report 45.78% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. | $25M | 776,358 | 0.00% | 7.12% | June 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | $18.2M | 567,505 | 0.00% | 5.21% | June 30, 2026 |
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Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 129 funds hold 16.53% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $10.2M | 0.00% | 2.92% | June 30, 2026 |
| iShares Russell 2000 ETF | $7.16M | 0.01% | 2.23% | March 31, 2026 |
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