Pathfinder Bancorp, Inc. (PBHC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

6,612,281Shares Outstanding

418,192Shares held by institutions

$5,561,954Value of institutional holdings

17.54%Institutional ownership %

10.72%Shares Changed QoQ

21No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Pathfinder Bancorp, Inc. (NASDAQ:PBHC) is held by 21 institutional firms.

Pathfinder Bancorp saw its institutional ownership percentage rose to 17.5% in December 2025 from 17.2% in September 2025.
Quarterly data indicates a 10.72% shift in institutional share volume, and the annual owner count reflects a decrease of 8.70%.
A review of institutional activity for Pathfinder Bancorp shows 6 of 21 filers increasing their positions, while 6 reduced their stake, and 9 remained unchanged.
This class of investors increased its holdings in Pathfinder Bancorp to 1.16Mn shares for the 13F-cycle ending December 2025, up by 112.32K shares quarter on quarter, and up 174.80K shares year over year.
ALLIANCEBERNSTEIN L.P. continues to be the largest institutional holder of Pathfinder Bancorp as of December 31, 2025, with a position of 474.13K shares, representing 7.17% of the company's outstanding stock.
Among the most significant buyers of Pathfinder Bancorp during December 2025 were VANGUARD GROUP INC (95.26K), ALLIANCEBERNSTEIN L.P. (28.08K), NORTHERN TRUST CORP (3.55K), GEODE CAPITAL MANAGEMENT, LLC (745), BlackRock, Inc. (336).
Leading sellers of Pathfinder Bancorp stock in December 2025 included MONOGRAPH WEALTH ADVISORS, LLC (10.99K), OSAIC HOLDINGS, INC. (2.48K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (1.53K), UBS Group AG (486), ROYAL BANK OF CANADA (117).
The top 10 institutional holders of Pathfinder Bancorp for the quarter ending December 2025 included ALLIANCEBERNSTEIN L.P. (474.13K), Minerva Advisors LLC (262.20K), VANGUARD GROUP INC (135.24K), Oppenheimer & Close, LLC (91.92K), Hamilton Point Investment Advisors, LLC (38.43K), GEODE CAPITAL MANAGEMENT, LLC (25.94K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (23.71K), DIMENSIONAL FUND ADVISORS LP (22.37K), OSAIC HOLDINGS, INC. (17.92K), NORTHERN TRUST CORP (16.46K).

21 Institutional Holders

418,192 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	474,131	28,078	6.29%	$6,689,988.00
Minerva Advisors LLC	31 Dec, 2025	262,204	0	0.00%	$3,699,699.00
VANGUARD GROUP INC	31 Dec, 2025	135,243	95,262	238.27%	$1,908,279.00
Oppenheimer & Close, LLC	31 Dec, 2025	91,915	0	0.00%	$1,296,921.00
Hamilton Point Investment Advisors, LLC	31 Dec, 2025	38,429	0	0.00%	$542,233.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	25,944	745	2.96%	$366,159.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	23,715	-1,533	-6.07%	$334,619.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	22,374	66	0.30%	$315,697.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	17,924	-2,485	-12.18%	$252,907.00
NORTHERN TRUST CORP	31 Dec, 2025	16,459	3,551	27.51%	$232,237.00
CALDWELL SUTTER CAPITAL, INC.	31 Dec, 2025	14,773	0	0.00%	$208,447.00
MONOGRAPH WEALTH ADVISORS, LLC	31 Dec, 2025	11,300	-10,993	-49.31%	$159,441.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	10,200	0	0.00%	$143,922.00
BlackRock, Inc.	31 Dec, 2025	8,558	336	4.09%	$120,754.00
ROYAL BANK OF CANADA	31 Dec, 2025	5,866	-117	-1.96%	$83,000.00
MORGAN STANLEY	31 Dec, 2025	495	0	0.00%	$6,997.00
Tower Research Capital LLC (TRC)	31 Dec, 2025	230	-102	-30.72%	$3,245.00
CWM, LLC	31 Dec, 2025	173	0	0.00%	$2.00
UBS Group AG	31 Dec, 2025	4	-486	-99.18%	$56.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	2	0	0.00%	$28.00

1 - 20 of 21

Research Tools