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. 11/14/2025 446.05 K $6.99 M   26.13% 9.37%
MINERVA ADVISORS LLC 11/12/2025 262.20 K $4.11 M   0.00% 5.51%
OPPENHEIMER & CLOSE, LLC 11/10/2025 91.92 K $1.44 M   0.00% 1.93%
FOURTHSTONE LLC 11/14/2025 87.23 K $1.37 M   8.87% 1.83%
VANGUARD GROUP INC 11/07/2025 39.98 K $617.31 K   -2.26% 0.84%
HAMILTON POINT INVESTMENT ADVISORS, LLC 10/20/2025 38.43 K $602.38 K   0.00% 0.81%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 11/14/2025 25.25 K $389.83 K   -34.54% 0.53%
GEODE CAPITAL MANAGEMENT, LLC 11/12/2025 25.20 K $389.17 K   1.46% 0.53%
DIMENSIONAL FUND ADVISORS LP 11/12/2025 22.31 K $344.44 K   0.00% 0.47%
MONOGRAPH WEALTH ADVISORS, LLC 11/14/2025 22.29 K $344.20 K   -3.10% 0.47%
ADVISOR GROUP HOLDINGS, INC. 11/14/2025 20.41 K $306.87 K   -39.62% 0.43%
CALDWELL SUTTER CAPITAL, INC. 10/29/2025 14.77 K $231.10 K   0.00% 0.31%
NORTHERN TRUST CORP 11/14/2025 12.91 K $202.33 K   -11.29% 0.27%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 11/14/2025 10.20 K $157.49 K   0.00% 0.21%
BLACKROCK, INC. 11/12/2025 8.22 K $128.88 K   2.80% 0.17%
ROYAL BANK OF CANADA 11/14/2025 5.98 K $94.00 K   1.99% 0.13%
MORGAN STANLEY 11/14/2025 495 $7.76 K   0.00% 0.01%
UBS GROUP AG 11/13/2025 490 $7.68 K   100.00% 0.01%
TOWER RESEARCH CAPITAL LLC (TRC) 11/14/2025 332 $5.20 K   83.43% 0.01%
CWM, LLC 10/15/2025 173 $3.00 K   0.00% 0.00%
BANK OF AMERICA CORP /DE/ 11/14/2025 2 $31   -91.30% 0.00%
CITIGROUP INC 11/10/2025 1 $15   100.00% 0.00%
WELLS FARGO & COMPANY/MN 11/13/2025 1 $9   100.00% 0.00%
RAYMOND JAMES FINANCIAL INC 11/14/2025 0 $0   -100.00% 0.00%

Pathfinder Bancorp, Inc. institutional Ownership - FAQ's

During the previous two years, 33 institutional investors and hedge funds held shares of Pathfinder Bancorp, Inc.. The most heavily invested institutionals were:

ALLIANCEBERNSTEIN L.P.: 446,053

Minerva Advisors LLC: 262,204

Oppenheimer & Close, LLC: 91,915

Fourthstone LLC: 87,231

VANGUARD GROUP INC: 39,981

Hamilton Point Investment Advisors, LLC: 38,429

23.85% of Pathfinder Bancorp, Inc. stock is owned by institutional investors.

Institutional investors have bought a total of 1.16 M shares in the last 24 months. This purchase volume represents approximately $16.15 M in transactions.