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Pathfinder Bancorp (PBHC) Institutional Ownership

Pathfinder Bancorp logo
$13.56 -0.32 (-2.31%)
Closing price 05/8/2026 03:58 PM Eastern
Extended Trading
$13.81 +0.25 (+1.84%)
As of 05/8/2026 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Pathfinder Bancorp (NASDAQ:PBHC)

Current
Institutional Ownership
Percentage
26.73%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$3.24M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$405.54K
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PBHC Institutional Buying and Selling by Quarter

Pathfinder Bancorp Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2026Osaic Holdings Inc.17,924$253K0.0%-12.2%0.374%
2/13/2026Monograph Wealth Advisors LLC11,300$159K0.0%-49.3%0.236%
11/17/2025Susquehanna International Group LLP25,248$390K0.0%-34.5%0.527%
11/17/2025Alliancebernstein L.P.446,053$6.99M0.0%+26.1%9.316%
11/14/2025Monograph Wealth Advisors LLC22,293$344K0.0%-3.1%0.466%
9/4/2025Osaic Holdings Inc.33,803$537K0.0%+102.1%0.706%
8/14/2025Raymond James Financial Inc.3,379$52K0.0%N/A0.071%
8/14/2025Fourthstone LLC80,127$1.23M0.2%N/A1.683%
5/16/2025Clark Capital Management Group Inc.17,062$280K0.0%N/A0.358%
4/17/2025FNY Investment Advisers LLC15,573$256K0.2%N/A0.327%
2/18/2025Monograph Wealth Advisors LLC23,284$397K0.1%-21.7%0.493%
2/14/2025Northern Trust Corp13,104$229K0.0%N/A0.278%
2/14/2025Dimensional Fund Advisors LP19,640$335K0.0%+5.5%0.416%
2/13/2025Fourthstone LLC88,300$1.55M0.3%+10.8%1.871%
2/12/2025Alliancebernstein L.P.288,511$5.05M0.0%+0.9%6.113%
1/17/2025Inspire Investing LLC58,960$1.01M0.1%+16.7%1.249%
11/16/2024Geode Capital Management LLC23,213$371K0.0%-3.2%0.492%
11/14/2024Fourthstone LLC79,721$1.26M0.3%+69.2%1.689%
10/10/2024Inspire Investing LLC50,524$807K0.1%N/A1.070%
8/9/2024Dimensional Fund Advisors LP18,604$245K0.0%+11.6%0.394%
5/16/2023Basswood Capital Management L.L.C.69,606$1.20M0.1%-12.6%1.496%
11/15/2022M3F Inc.80,323$1.63M0.6%-9.6%1.739%
10/19/2022FNY Investment Advisers LLC2,385$48K0.0%N/A0.052%
8/15/2022M3F Inc.88,847$1.77M0.6%-6.2%1.930%
5/11/2022BHZ Capital Management LP9,293$204K0.1%N/A0.202%
5/10/2022Howe & Rusling Inc.45,645$973K0.1%+8.3%0.992%
2/15/2022Rockbridge Investment Management LCC133,467$2.26M0.3%N/A2.912%
2/14/2022Minerva Advisors LLC251,746$4.26M2.6%-0.9%5.493%
2/10/2022Monograph Wealth Advisors LLC62,618$1.06M0.3%N/A1.366%


PBHC Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of Pathfinder Bancorp. The most heavily invested institutionals were Alliancebernstein L.P. ($6.99M), Fourthstone LLC ($1.23M), Inspire Investing LLC ($1.01M), Susquehanna International Group LLP ($390K), Geode Capital Management LLC ($371K), Dimensional Fund Advisors LP ($335K), and Clark Capital Management Group Inc. ($280K).Learn more on Pathfinder Bancorp's institutional investors.

26.73% of Pathfinder Bancorp's stock is owned by institutional investors. Learn more on PBHC's institutional investor holdings.

Of the 9 institutional investors that purchased Pathfinder Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($121.31K), Alliancebernstein L.P. ($95.10K), Inspire Investing LLC ($58.96K), Osaic Holdings Inc. ($17.08K), Clark Capital Management Group Inc. ($17.06K), FNY Investment Advisers LLC ($15.57K), and Northern Trust Corp ($13.10K).

Institutional investors have bought a total of 210,044 shares in the last 24 months. This purchase volume represents approximately $3.24M in transactions.

The following institutional investors have sold Pathfinder Bancorp stock in the last 24 months: Susquehanna International Group LLP ($13.32K), Monograph Wealth Advisors LLC ($11.71K), and Osaic Holdings Inc. ($2.49K).

Institutional investors have sold a total of 27,513 shares in the last 24 months. This volume of shares sold represents approximately $405.54K in transactions.


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This page (NASDAQ:PBHC) was last updated on 5/9/2026 by MarketBeat.com Staff.
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