PBHC Institutional Ownership & Shareholders
PATHFINDER BANCORP INC (PBHC) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PBHC tracked by InsiderSet, reporting ownership valued at approximately $6.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.13M, representing an estimated gain of +33.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed PBHC value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Minerva Advisors Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in PATHFINDER BANCORP INC (PBHC).
This page ranks the largest institutional PBHC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$15.94M
Largest Holder
Alliancebernstein L.P.
Largest Position
$6.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.00% | 478,169 | $6,101,436 | $8,128,873 | +$2,027,437 | +33.23% | |
| Minerva Advisors Llc | 2.16% | 262,204 | $3,345,723 | $4,457,468 | +$1,111,745 | +33.23% | |
| Vanguard Capital Management Llc | 0.00% | 130,641 | $2,074,579 | $2,220,897 | +$146,318 | +7.05% | |
| Oppenheimer & Close, Llc | 0.95% | 95,179 | $1,511,443 | $1,618,043 | +$106,600 | +7.05% | |
| Hamilton Point Investment Advisors, Llc | 0.09% | 38,429 | $610,253 | $653,293 | +$43,040 | +7.05% | |
| Geode Capital Management, Llc | 0.00% | 27,877 | $442,798 | $473,909 | +$31,111 | +7.03% | |
| Dimensional Fund Advisors Lp | 0.00% | 20,445 | $324,667 | $347,565 | +$22,898 | +7.05% | |
| Susquehanna International Group, Llp | 0.00% | 19,388 | $307,881 | $329,596 | +$21,715 | +7.05% | |
| Vanguard Fiduciary Trust Co | 0.00% | 14,784 | $234,770 | $251,328 | +$16,558 | +7.05% | |
| Caldwell Sutter Capital, Inc. | 0.09% | 14,773 | $234,595 | $251,141 | +$16,546 | +7.05% | |
| Blackrock, Inc. | 0.00% | 13,067 | $207,504 | $222,139 | +$14,635 | +7.05% | |
| Osaic Holdings, Inc. | 0.00% | 12,895 | $204,776 | $219,215 | +$14,439 | +7.05% | |
| Bridgeway Capital Management, Llc | 0.00% | 10,200 | $161,976 | $173,400 | +$11,424 | +7.05% | |
| Royal Bank Of Canada | 0.00% | 5,866 | $93,000 | $99,722 | +$6,722 | +7.23% | |
| Ubs Group Ag | 0.00% | 2,654 | $42,146 | $45,118 | +$2,972 | +7.05% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,636 | $25,980 | $27,812 | +$1,832 | +7.05% | |
| Morgan Stanley | 0.00% | 495 | $7,867 | $8,415 | +$548 | +6.97% | |
| Cwm, Llc | 0.00% | 173 | $2,207 | $2,941 | +$734 | +33.26% | |
| Tower Research Capital Llc (Trc) | 0.00% | 85 | $1,350 | $1,445 | +$95 | +7.04% | |
| Barclays Plc | 0.00% | 16 | $254 | $272 | +$18 | +7.09% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $9 | $17 | +$8 | +88.89% |
Frequently asked questions about PBHC
Who are the largest institutional holders of PBHC?
The largest institutional holders of PBHC reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Minerva Advisors Llc, Vanguard Capital Management Llc, Oppenheimer & Close, Llc, and Hamilton Point Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported PBHC position.
What is PBHC institutional ownership?
This page tracks PBHC positions reported by institutional investment managers through SEC Form 13F. PATHFINDER BANCORP INC (PBHC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBHC?
InsiderSet currently tracks 21 institutional managers reporting PBHC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PBHC shareholders.
How much PBHC stock do institutions own?
Institutional investment managers disclosed approximately $15.94M in PBHC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBHC institutional ownership last updated?
The latest PBHC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PBHC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PBHC position after the reporting date.
Are institutions buying or selling PBHC?
Institutional buying and selling can be analyzed by comparing PBHC positions across consecutive 13F reporting periods. InsiderSet's PBHC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBHC ownership changes.
How has PBHC institutional ownership changed over time?
InsiderSet tracks PBHC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.