Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PBHC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 478K | $6.1M | +0.9% | 7.738% | 0.00% |
| 2 | Minerva Advisors LLC | 262K | $4.2M | 0.0% | 4.243% | 2.63% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 131K | $2.1M | +12.0% | 2.114% | 0.00% |
| 4 | Oppenheimer & Close, LLC | 95K | $1.5M | +3.5% | 1.540% | 0.95% |
| 5 | Hamilton Point Investment Advisors, LLC | 38K | $610K | 0.0% | 0.622% | 0.09% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 28K | $443K | +21.5% | 0.451% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 20K | $325K | -8.6% | 0.331% | 0.00% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19K | $308K | -4.2% | 0.314% | 0.00% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 15K | $235K | -12.9% | 0.239% | 0.00% |
| 10 | CALDWELL SUTTER CAPITAL, INC. | 15K | $235K | 0.0% | 0.239% | 0.09% |
| 11 | BlackRock, Inc. | 13K | $208K | +21.6% | 0.211% | 0.00% |
| 12 | OSAIC HOLDINGS, INC. | 13K | $205K | -28.4% | 0.209% | 0.00% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10K | $162K | 0.0% | 0.165% | 0.00% |
| 14 | ROYAL BANK OF CANADA | 6K | $93K | 0.0% | 0.095% | 0.00% |
| 15 | UBS Group AG | 3K | $42K | — | 0.043% | 0.00% |
| 16 | Vanguard Global Advisers, LLC | 2K | $26K | 0.0% | 0.026% | 0.00% |
| 17 | MORGAN STANLEY | 495 | $8K | 0.0% | 0.008% | 0.00% |
| 18 | Tower Research Capital LLC (TRC) | 85 | $1K | -81.6% | 0.001% | 0.00% |
| 19 | BARCLAYS PLC | 16 | $254 | — | 0.000% | 0.00% |
| 20 | WELLS FARGO & COMPANY/MN | 1 | $9 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PBHC — a direct measure of their conviction.
Filings activity in PBHC during Q2 2026, grouped by how each filer changed its position.
Institutions that fully closed their PBHC position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +0.0% | 18.59% | +0.07 pp | $17M | +9.9% |
| Q1 2026 | 20 | 4.8% | 18.52% | +0.00 pp | $15M | 6.9% |
| Q4 2025 | 21 | 4.5% | 18.52% | 3.75 pp | $16M | 0.0% |
| Q3 2025 | 22 | 4.3% | 22.27% | 0.47 pp | $16M | +0.2% |
| Q2 2025 | 23 | 4.2% | 22.74% | +2.62 pp | $16M | +7.3% |
| Q1 2025 | 24 | +4.3% | 20.12% | 1.53 pp | $15M | 13% |
| Q4 2024 | 23 | +9.5% | 21.65% | +0.46 pp | $17M | +12% |
| Q3 2024 | 21 | — | 21.19% | — | $16M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PBHC stock.
Based on Q2 2026 13F filings, institutional ownership of Pathfinder Bancorp, Inc. stands at 18.6%, held across 20 reporting institutions.
ALLIANCEBERNSTEIN L.P. is the largest reported institutional holder of PBHC, with approximately 478,169 shares worth $0.01B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PBHC, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for PBHC is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in PBHC during Q2 2026, while 1 fully exited. 15 added to existing positions and 3 trimmed.
PBHC institutional ownership rose by 0.07 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 95.6% of all reported 13F value in PBHC, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Pathfinder Bancorp, Inc. (PBHC) Institutional Ownership