Pathfinder Bancorp, Inc. (PBHC) Ownership

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Pathfinder Bancorp, Inc. Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
ALLIANCEBERNSTEIN L.P. 05/15/2026 473.76 K $6.68 M   -0.08% 7.62%
MINERVA ADVISORS LLC 05/12/2026 262.20 K $3.35 M   0.00% 4.22%
05/15/2026 116.63 K $1.49 M   100.00% 1.88%
OPPENHEIMER & CLOSE, LLC 05/12/2026 91.92 K $1.17 M   0.00% 1.48%
HAMILTON POINT INVESTMENT ADVISORS, LLC 05/06/2026 38.43 K $490.35 K   0.00% 0.62%
GEODE CAPITAL MANAGEMENT, LLC 05/15/2026 22.94 K $292.75 K   -11.59% 0.37%
DIMENSIONAL FUND ADVISORS LP 05/07/2026 22.37 K $285.49 K   0.00% 0.36%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 05/15/2026 20.23 K $258.16 K   -14.69% 0.33%
ADVISOR GROUP HOLDINGS, INC. 05/15/2026 18.01 K $229.82 K   0.49% 0.29%
VANGUARD FIDUCIARY TRUST CO 05/08/2026 16.98 K $216.67 K   100.00% 0.27%
NORTHERN TRUST CORP 05/14/2026 16.37 K $208.83 K   -0.57% 0.26%
CALDWELL SUTTER CAPITAL, INC. 05/06/2026 14.77 K $188.50 K   0.00% 0.24%
BLACKROCK, INC. 05/13/2026 10.75 K $137.17 K   25.61% 0.17%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 05/15/2026 10.20 K $130.15 K   0.00% 0.16%
ROYAL BANK OF CANADA 05/15/2026 5.87 K $75.00 K   0.00% 0.09%
VANGUARD GLOBAL ADVISERS, LLC 05/08/2026 1.64 K $20.88 K   100.00% 0.03%
MORGAN STANLEY 05/15/2026 495 $6.32 K   0.00% 0.01%
TOWER RESEARCH CAPITAL LLC (TRC) 05/15/2026 462 $5.90 K   100.87% 0.01%
CWM, LLC 05/14/2026 173 $2.21 K   0.00% 0.00%
BANK OF AMERICA CORP /DE/ 05/18/2026 0 $0   -100.00% 0.00%
WELLS FARGO & COMPANY/MN 05/11/2026 0 $0   -100.00% 0.00%
UBS GROUP AG 05/05/2026 0 $0   -100.00% 0.00%
MONOGRAPH WEALTH ADVISORS, LLC 05/13/2026 0 $0   -100.00% 0.00%

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:

ALLIANCEBERNSTEIN L.P.: 473,764

Minerva Advisors LLC: 262,204

Oppenheimer & Close, LLC: 91,915

Hamilton Point Investment Advisors, LLC: 38,429

GEODE CAPITAL MANAGEMENT, LLC: 22,936

DIMENSIONAL FUND ADVISORS LP: 22,374

18.40% 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 $16.21 M in transactions.