$NWFL

$37.18 +$2.30 (6.59%) Close

$NWFL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 10.9M shares outstanding

Who owns NWFL?

By type of holder

Institutions 40.4% Insiders 13.8% Everyone else 45.8%

Concentration Top 10 holders own 33.1%

BlackRock, Inc. 7.1% · Wellington Management Group LLP 5.2%

Institutional ownership

40.4%

-0.3 pts vs last qtr

Institutional holders

110

+3 vs last qtr

Net shares bought

−32.3K

by institutions in Q2 2026

New / sold out

13 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +115.7K
Cetera Investment Advisers +33.4K

Biggest sellers in Q2 2026

UBS Group AG −213.9K
Wellington Management Group LLP −183.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$102K

1 notice from 1 person

Shares covered

3.0K

0.03% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

O'Bell Vincent (NWFL) Officer $102K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+58.5%

+5.25% a year

Each share's claim on the business

−36.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$10.9M vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years51% 3–5 years3% 1–3 years27% Under 1 year19%

Quarterly turnover

10.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting NWFL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	776.4K	7.12%	+115.7K (+17.5%)	≤2021	0.0%
Shares held by quarter Peak holding776.4K (Q2'26) Change over 8 quarters+210.7K Share of the company7.120% BlackRock, Inc.'s full portfolio →
WM Wellington Management Group LLP	567.5K	5.21%	−183.3K (−24.4%)	2024	0.0%
Shares held by quarter Peak holding888.8K (Q4'25) Change over 8 quarters+567.5K Share of the company5.210% Wellington Management Group LLP's full portfolio →

BlackRock, Inc.

776.4K

% of company

7.12%

Change vs last qtr

+115.7K (+17.5%)

Held since

≤2021

Wellington Management Group LLP

567.5K

% of company

5.21%

Change vs last qtr

−183.3K (−24.4%)

Held since

2024

28 more super investors behind a free account

See every manager holding Norwood Financial Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NWFL on Form N-PORT; together they hold 17.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$10.2M	318.3K	2.92%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$8.88M	276.2K	2.53%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$10.2M

% of company

2.92%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$8.88M

% of company

2.53%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Norwood Financial Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
NA Nolan Alexandra K Insider	611.7K	5.61%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company5.610% Nolan Alexandra K's insider activity →
GJ Gifford Jeffrey S Insider	273.9K	2.51%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.510% Gifford Jeffrey S's insider activity →

Nolan Alexandra K

Insider

611.7K

% of company

5.61%

Change vs last qtr

—

Held since

—

Gifford Jeffrey S

Insider

273.9K

% of company

2.51%

Change vs last qtr

—

Held since

—

21 more holders behind a free account

See every insider and 5%+ holder of Norwood Financial Corp.

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