Go Pro

Pathfinder Bancorp (PBHC) Institutional Ownership

Pathfinder Bancorp logo
$16.61 +0.28 (+1.71%)
Closing price 08/20/2026 03:55 PM Eastern
Extended Trading
$16.49 -0.12 (-0.72%)
As of 04:11 AM 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.

Institutional Ownership Changes (13F Filings) for Pathfinder Bancorp (NASDAQ:PBHC)

Current
Institutional Ownership
Percentage
26.73%
Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.89M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$418.94K
Get PBHC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pathfinder Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PBHC Institutional Buying and Selling by Quarter

Pathfinder Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Susquehanna International Group LLP19,388$308K0.0%-4.2%0.396%
8/7/2026 BlackRock Inc.13,067$208K0.0%N/A0.268%
2/17/2026 Osaic Holdings Inc.17,924$253K0.0%-12.2%0.374%
2/13/2026 Monograph Wealth Advisors LLC11,300$159K0.0%-49.3%0.236%
11/17/2025 Susquehanna International Group LLP25,248$390K0.0%-34.5%0.527%
11/17/2025 Alliancebernstein L.P.446,053$6.99M0.0%+26.1%9.316%
11/14/2025 Monograph Wealth Advisors LLC22,293$344K0.0%-3.1%0.466%
9/4/2025 Osaic Holdings Inc.33,803$537K0.0%+102.1%0.706%
8/14/2025 Raymond James Financial Inc.3,379$52K0.0%N/A0.071%
8/14/2025 Fourthstone 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%


PBHC Institutional Ownership - Frequently Asked Questions

During the previous two years, 13 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), Geode Capital Management LLC ($371K), Dimensional Fund Advisors LP ($335K), Susquehanna International Group LLP ($308K), 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 10 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 122,543 shares in the last 24 months. This purchase volume represents approximately $1.89M in transactions.

The following institutional investors have sold Pathfinder Bancorp stock in the last 24 months: Susquehanna International Group LLP ($14.17K), Monograph Wealth Advisors LLC ($11.71K), and Osaic Holdings Inc. ($2.49K).

Institutional investors have sold a total of 28,357 shares in the last 24 months. This volume of shares sold represents approximately $418.94K in transactions.



Institutional ownership data for NASDAQ:PBHC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners