Pathfinder Bancorp, Inc.
Pathfinder Bancorp, Inc. (PBHC) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · PBHC · as of Sep 30, 2025
Ownership Breakdown
23
Institutional Holders
▲ 2 vs Q2
$17.74M
Total Inst. Value
▲ $1.43M vs Q2
6.18M
Shares Outstanding
freeFloat 57.25%
1.13M
13F Shares Held
▲ 67,453 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
PBHC largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ALLIANCEBERNSTEIN L.P. state commercial banks | 446.1K | 9.37% | 9.37% | $6.99B | Nov 14, 2025 | ▲ 92.4K |
MINERVA ADVISORS LLC state commercial banks | 262.2K | 5.51% | 5.51% | $4.11B | Nov 12, 2025 | — held |
OPPENHEIMER & CLOSE, LLC state commercial banks | 91.9K | 1.93% | 1.93% | $1.44B | Nov 10, 2025 | — held |
FOURTHSTONE LLC state commercial banks | 87.2K | 1.83% | 1.83% | $1.37B | Nov 14, 2025 | ▲ 7.1K |
VANGUARD GROUP INC state commercial banks | 40.0K | 84.01% | 84.01% | $617.31M | Nov 7, 2025 | ▼ 924 |
HAMILTON POINT INVESTMENT ADVISORS, LLC state commercial banks | 38.4K | 80.75% | 80.75% | $602.38M | Oct 20, 2025 | — held |
SUSQUEHANNA INTERNATIONAL GROUP, LLP state commercial banks | 25.2K | 53.05% | 53.05% | $389.83M | Nov 14, 2025 | ▼ 13.3K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 25.2K | 52.95% | 52.95% | $389.17M | Nov 12, 2025 | ▲ 363 |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 22.3K | 46.88% | 46.88% | $344.44M | Nov 12, 2025 | — held |
MONOGRAPH WEALTH ADVISORS, LLC state commercial banks | 22.3K | 46.84% | 46.84% | $344.20M | Nov 14, 2025 | ▼ 714 |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
8
Increased
+100.8K shares1
New Positions
first time holders6
Decreased
−30.0K shares1
Sold Out
fully exitedNet shares change (top 50)
+70.8K
+100.8K / −30.0K
Net new holders
+2
1 new / 1 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
PBHC insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
4
Buy transactions
4
Sell transactions
1.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Dowd James A. President and CEO | Jun 2, 2026 | Purchase | 1,400 | $13.69 | $19.2K | 19.5K | Form 4 ↗ |
Polniak Joseph FVP, General Counsel | Mar 31, 2026 | Award | 8,000 | — | — | 8.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Pathfinder Bancorp, Inc. (PBHC) is primarily owned by institutional investors, who hold approximately 18.4% of total shares outstanding. Company insiders own approximately 42.75%, while retail and public investors account for the remaining 38.89%.
The largest institutional shareholder of Pathfinder Bancorp, Inc. is ALLIANCEBERNSTEIN L.P., holding approximately 446,053 shares — equal to 9.37% of outstanding shares — as of September 30, 2025.
A total of 23 institutional investors currently hold PBHC stock, with a combined institutional value of approximately $17,741,734 as of the most recent 13F filing period.
Frequently asked questions
PBHC ownershipPathfinder Bancorp, Inc. (PBHC) is primarily owned by institutional investors, who hold approximately 18.4% of shares. The largest shareholder is ALLIANCEBERNSTEIN L.P. with a 9.37% stake. Company insiders hold 42.75%. Data sourced from SEC Form 13F as of September 30, 2025.