Who Owns Pathfinder Bancorp Stock?
NASDAQ: PBHCFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 33.05%
- Held by insiders
- 21.96%
- Institutional holders
- 25
- Institutions 33.0%
- Insiders 22.0%
- Public and other 45.0%
Who owns Pathfinder Bancorp stock?
Institutional investors own about 33.0% of Pathfinder Bancorp's shares, spread across 25 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 21.96% of PBHC.
The largest institutional holders are Alliancebernstein L.P. (9.76%), Minerva Advisors LLC (5.35%) and Vanguard Capital Management LLC (2.67%). Together, the top 10 institutions control 22.5% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their PBHC positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of PBHC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Alliancebernstein L.P. | 478.17K | 9.76% | +0.9% |
| Minerva Advisors LLC | 262.20K | 5.35% | 0.0% |
| Vanguard Capital Management LLC | 130.64K | 2.67% | +12.0% |
| Oppenheimer & Close, LLC | 95.18K | 1.94% | +3.5% |
| Hamilton Point Investment Advisors, LLC | 38.43K | 0.78% | 0.0% |
| Geode Capital Management, LLC | 27.88K | 0.57% | +21.5% |
| Dimensional Fund Advisors LP | 20.45K | 0.42% | -8.6% |
| Susquehanna International Group, LLP | 19.39K | 0.40% | -4.2% |
| Vanguard Fiduciary Trust Co | 14.78K | 0.30% | -12.9% |
| Caldwell Sutter Capital, Inc. | 14.77K | 0.30% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of PBHC
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 97.65K | 1.99% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 24.66K | 0.50% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 13.79K | 0.28% |
| iShares Trust-iShares Micro-Cap ETF | 10.68K | 0.22% |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | 10.20K | 0.21% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio | 8.12K | 0.17% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 4.79K | 0.10% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio | 4.14K | 0.08% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 3.65K | 0.07% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | 3.26K | 0.07% |
Frequently asked questions
Who is the largest shareholder of Pathfinder Bancorp?
Alliancebernstein L.P. is the largest institutional shareholder of PBHC, owning 9.76% of shares outstanding (478.17K shares) as of its latest 13F filing.
What percentage of Pathfinder Bancorp is owned by institutions?
Institutions own about 33.0% of PBHC shares and 42.3% of the public float.
How much of Pathfinder Bancorp do insiders own?
Insiders, such as officers and directors, own about 21.96% of PBHC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.