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.