Pathfinder Bancorp (PBHC) Institutional Ownership $15.58 +0.26 (+1.68%) Closing price 03:59 PM EasternExtended Trading$15.29 -0.29 (-1.84%) As of 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 Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Pathfinder Bancorp (NASDAQ:PBHC)CurrentInstitutional OwnershipPercentage26.73%Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$3.99MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$124.69K Get PBHC Insider Trade Alerts Want to know when executives and insiders are buying or selling Pathfinder Bancorp stock? 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Skip Chart & View Institutional Buying and Selling Data PBHC Institutional Buying and Selling by Quarter Pathfinder Bancorp Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/4/2025Osaic 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% Get the Latest News and Ratings for PBHC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Pathfinder Bancorp and its competitors with MarketBeat's FREE daily newsletter. 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% 2/7/2022Hamilton Point Investment Advisors LLC38,429$660K0.2%+92.1%0.839% 2/1/2022Eidelman Virant Capital10,000$171K0.1%N/A0.218% 1/25/2022Reilly Financial Advisors LLC2,000$34K0.0%N/A0.044% 11/10/2021Alliancebernstein L.P.21,617$350K0.0%N/A0.475% 11/9/2021BlackRock Inc.9,468$153K0.0%+7.4%0.208% 8/17/2021Boothbay Fund Management LLC41,241$656K0.0%+35.9%0.906% 8/12/2021Dimensional Fund Advisors LP15,182$240K0.0%+4.9%0.333% (Data available from 1/1/2016 forward) PBHC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PBHC shares? During the previous two years, 11 institutional investors and hedge funds held shares of Pathfinder Bancorp. The most heavily invested institutionals were Alliancebernstein L.P. ($5.05M), Fourthstone LLC ($1.23M), Inspire Investing LLC ($1.01M), Osaic Holdings Inc. ($537K), Monograph Wealth Advisors LLC ($397K), Geode Capital Management LLC ($371K), and Dimensional Fund Advisors LP ($335K).Learn more on Pathfinder Bancorp's institutional investors. What percentage of Pathfinder Bancorp's stock is owned by institutional investors? 26.73% of Pathfinder Bancorp's stock is owned by institutional investors. Learn more on PBHC's institutional investor holdings. Which institutional investors have been buying Pathfinder Bancorp's stock? 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), Inspire Investing LLC ($58.96K), Osaic Holdings Inc. ($17.08K), Clark Capital Management Group Inc. ($17.06K), FNY Investment Advisers LLC ($15.57K), Northern Trust Corp ($13.10K), and Raymond James Financial Inc. ($3.38K). How much institutional buying is happening at Pathfinder Bancorp? Institutional investors have bought a total of 250,206 shares in the last 24 months. This purchase volume represents approximately $3.99M in transactions. Which of Pathfinder Bancorp's major shareholders have been selling company stock? The following institutional investors have sold Pathfinder Bancorp stock in the last 24 months: Monograph Wealth Advisors LLC ($6.44K), and Geode Capital Management LLC ($763.00). How much institutional selling is happening at Pathfinder Bancorp? Institutional investors have sold a total of 7,198 shares in the last 24 months. This volume of shares sold represents approximately $124.69K in transactions. Related Companies OPRT Institutional Ownership JMSB Institutional Ownership FOA Institutional Ownership LPRO Institutional Ownership FINW Institutional Ownership LNKB Institutional Ownership TSBK Institutional Ownership FRST Institutional Ownership PKBK Institutional Ownership MBCN Institutional Ownership This page (NASDAQ:PBHC) was last updated on 9/29/2025 by MarketBeat.com Staff From Our PartnersHe Called Nvidia at $1.10. Now, He Says THIS Stock Will…The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. 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