Pathfinder Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 474.13 K | $6.69 M | 6.29% | 7.53% |
| MINERVA ADVISORS LLC | 02/09/2026 | 262.20 K | $3.70 M | 0.00% | 4.17% |
| VANGUARD GROUP INC | 01/29/2026 | 135.24 K | $1.91 M | 238.27% | 2.15% |
| OPPENHEIMER & CLOSE, LLC | 02/10/2026 | 91.92 K | $1.30 M | 0.00% | 1.46% |
| HAMILTON POINT INVESTMENT ADVISORS, LLC | 02/12/2026 | 38.43 K | $542.23 K | 0.00% | 0.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 25.94 K | $366.16 K | 2.96% | 0.41% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 23.72 K | $334.62 K | -6.07% | 0.38% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 22.37 K | $315.70 K | 0.30% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 17.92 K | $252.91 K | -12.18% | 0.28% |
| NORTHERN TRUST CORP | 02/17/2026 | 16.46 K | $232.24 K | 27.51% | 0.26% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 14.77 K | $208.45 K | 0.00% | 0.23% |
| MONOGRAPH WEALTH ADVISORS, LLC | 02/13/2026 | 11.30 K | $159.44 K | -49.31% | 0.18% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 10.20 K | $143.92 K | 0.00% | 0.16% |
| BLACKROCK, INC. | 02/12/2026 | 8.56 K | $120.75 K | 4.09% | 0.14% |
| ROYAL BANK OF CANADA | 02/17/2026 | 5.87 K | $83.00 K | -1.96% | 0.09% |
| MORGAN STANLEY | 02/13/2026 | 495 | $7.00 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 230 | $3.25 K | -30.72% | 0.00% |
| CWM, LLC | 01/26/2026 | 173 | $2.00 K | 0.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 4 | $56 | -99.18% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2 | $28 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $11 | 0.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| FOURTHSTONE LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Pathfinder Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of Pathfinder Bancorp, Inc.. The most heavily invested institutionals were:
UBS Group AG: 0
ALLIANCEBERNSTEIN L.P.: 474,131
Minerva Advisors LLC: 262,204
VANGUARD GROUP INC: 135,243
Oppenheimer & Close, LLC: 91,915
Hamilton Point Investment Advisors, LLC: 38,429
18.43% of Pathfinder Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.19 M shares in the last 24 months. This purchase volume represents approximately $16.17 M in transactions.