Pathfinder Bancorp, Inc. (PBHC) Institutional Ownership

Ownership Summary

The institutional landscape for Pathfinder Bancorp, Inc. (NASDAQ:PBHC) includes 23 filers as of the latest reporting cycle ending September 2025.

• Institutional ownership in Pathfinder Bancorp edged up to 18.1% in September 2025, compared to 13.6% in June 2025.
• Institutional share ownership changed by 6.66% QoQ, while the number of institutional owners saw an increase of 9.52% YoY.
• Of these 23 institutional investors, 9 increased their holdings in Pathfinder Bancorp, while 6 of them reduced positions, and 8 investors maintained their exposure.
• Collectively, institutional investors increased their stake in Pathfinder Bancorp to 1.13Mn shares as of September 2025, a change that is up by 70.83K shares quarter on quarter and up 149.71K shares year over year.
• ALLIANCEBERNSTEIN L.P.'s holding of 446.05K shares as of September 30, 2025 makes it the primary institutional investor in Pathfinder Bancorp, owning 7.13% of the stock.
• Among the most significant buyers of Pathfinder Bancorp during September 2025 were ALLIANCEBERNSTEIN L.P. (92.40K), Fourthstone LLC (7.10K), UBS Group AG (490), GEODE CAPITAL MANAGEMENT, LLC (363), BlackRock, Inc. (224).
• Leading sellers of Pathfinder Bancorp stock in September 2025 included OSAIC HOLDINGS, INC. (13.39K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (13.32K), NORTHERN TRUST CORP (1.64K), VANGUARD GROUP INC (924), MONOGRAPH WEALTH ADVISORS, LLC (714).
• The top 10 institutional holders of Pathfinder Bancorp for the quarter ending September 2025 included ALLIANCEBERNSTEIN L.P. (446.05K), Minerva Advisors LLC (262.20K), Oppenheimer & Close, LLC (91.92K), Fourthstone LLC (87.23K), VANGUARD GROUP INC (39.98K), Hamilton Point Investment Advisors, LLC (38.43K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (25.25K), GEODE CAPITAL MANAGEMENT, LLC (25.20K), DIMENSIONAL FUND ADVISORS LP (22.31K), MONOGRAPH WEALTH ADVISORS, LLC (22.29K).