PATHFINDER BANCORP INC MD (PBHC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
20
Reporting holders
$16.8M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $6.1M | 478,169 | 0.00% | 20q | +0.9%+$56.2K |
| Minerva Advisors LLC | $4.2M | 262,204 | 2.63% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.1M | 130,641 | 0.00% | 2q | +12.0%+$222.5K |
| Oppenheimer & Close, LLC | $1.5M | 95,179 | 0.95% | 31q | +3.6%+$51.8K |
| Hamilton Point Investment Advisors, LLC | $610.3K | 38,429 | 0.09% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $442.8K | 27,877 | 0.00% | 16q | +21.5%+$78.5K |
| DIMENSIONAL FUND ADVISORS LP | $324.7K | 20,445 | 0.00% | 31q | -8.6%-$30.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $307.9K | 19,388 | 0.00% | 8q | -4.2%-$13.4K |
| VANGUARD FIDUCIARY TRUST CO | $234.8K | 14,784 | 0.00% | 2q | -12.9%-$34.9K |
| CALDWELL SUTTER CAPITAL, INC. | $234.6K | 14,773 | 0.09% | 15q | HELD |
| BlackRock, Inc. | $207.5K | 13,067 | 0.00% | 8q | +21.6%+$36.8K |
| OSAIC HOLDINGS, INC. | $204.8K | 12,895 | 0.00% | 26q | -28.4%-$81.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $162.0K | 10,200 | 0.00% | 12q | HELD |
| ROYAL BANK OF CANADA | $93.0K | 5,866 | 0.00% | 13q | HELD |
| UBS Group AG | $42.1K | 2,654 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $26.0K | 1,636 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $7.9K | 495 | 0.00% | 35q | HELD |
| Tower Research Capital LLC (TRC) | $1.4K | 85 | 0.00% | 6q | -81.6%-$6.0K |
| BARCLAYS PLC | $254 | 16 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $9 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 20 | $16.8M | 1,148,804 | 2 | 5 | 5 | 0.0% |
| Q1 2026 | 20 | $15.2M | 1,144,193 | 0 | 2 | 4 | 0.0% |
| Q4 2025 | 21 | $16.4M | 1,159,940 | 0 | 5 | 6 | 0.0% |
| Q3 2025 | 23 | $17.7M | 1,134,850 | 2 | 5 | 7 | 0.0% |
| Q2 2025 | 22 | $16.4M | 1,073,263 | 2 | 10 | 2 | 0.0% |
| Q1 2025 | 23 | $15.5M | 942,380 | 3 | 8 | 2 | 0.0% |
| Q4 2024 | 22 | $17.6M | 1,016,135 | 3 | 6 | 4 | 0.0% |
| Q3 2024 | 20 | $15.6M | 985,143 | 2 | 3 | 4 | 0.0% |
| Q2 2024 | 21 | $12.4M | 945,529 | 3 | 5 | 4 | 0.0% |
| Q1 2024 | 18 | $10.8M | 877,678 | 1 | 6 | 3 | 0.0% |
| Q4 2023 | 19 | $12.2M | 879,216 | 2 | 7 | 2 | 0.0% |
| Q3 2023 | 19 | $11.7M | 876,298 | 3 | 5 | 5 | 0.0% |
| Q2 2023 | 18 | $11.6M | 827,411 | 1 | 7 | 1 | 0.0% |
| Q1 2023 | 17 | $13.7M | 792,855 | 1 | 3 | 3 | 0.0% |
| Q4 2022 | 17 | $14.6M | 768,341 | 3 | 4 | 1 | 0.0% |
| Q3 2022 | 16 | $15.9M | 780,294 | 2 | 2 | 3 | 0.0% |
| Q2 2022 | 15 | $15.5M | 781,591 | 0 | 2 | 4 | 0.0% |
| Q1 2022 | 19 | $17.5M | 809,023 | 3 | 4 | 4 | 0.0% |
| Q4 2021 | 19 | $14.4M | 845,420 | 5 | 5 | 4 | 0.0% |
| Q3 2021 | 15 | $9.9M | 614,070 | 3 | 3 | 0 | 0.0% |
| Q2 2021 | 13 | $9.1M | 573,882 | 1 | 5 | 0 | 0.0% |
| Q1 2021 | 14 | $7.8M | 541,952 | 2 | 1 | 2 | 0.0% |
| Q4 2020 | 13 | $5.9M | 517,229 | 0 | 1 | 1 | 0.0% |
| Q3 2020 | 15 | $5.6M | 530,456 | 1 | 3 | 2 | 0.0% |
| Q2 2020 | 14 | $5.1M | 533,508 | 2 | 3 | 2 | 0.0% |
| Q1 2020 | 15 | $5.0M | 478,396 | 0 | 2 | 2 | 0.0% |
| Q4 2019 | 17 | $6.5M | 465,956 | 2 | 4 | 2 | 0.0% |
| Q3 2019 | 21 | $6.5M | 490,116 | 4 | 4 | 2 | 0.0% |
| Q2 2019 | 18 | $7.0M | 478,324 | 2 | 3 | 1 | 0.0% |
| Q1 2019 | 19 | $11.4M | 875,645 | 1 | 2 | 3 | 0.0% |
| Q4 2018 | 20 | $13.0M | 865,384 | 1 | 0 | 0 | 0.0% |