PBHC · Pathfinder Bancorp, Inc. · Shareholders & Ownership

$16.76

Market Cap

$108.24M

6.28M

Volume · Oct 21 367 Avg daily vol (3M) 4563

Every disclosed holder of PBHC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns PBHC

13F quarter Jun 30, 2026

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	20	1,148,804	18.30%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	697,572	11.11%	Yes
Remaining	—	4,432,267	70.59%	Rest
Registered funds (N-PORT, not summed)	21	182,994	2.91%	No

Shares outstanding: 6,278,643, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PBHC

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026	478,169	7.62%	+4,405	Jun 30, 2026
2	Pathfinder Bank Employee Stock Ownership Plan Trust 13G CIK 1609065 · Pension or benefit plan · Dec 31, 2023 Rule 13d-1(b), qualified institution	380,109	6.05%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
3	Pathfinder Bank Employee Stock Ownership Plan Trust 13G CIK 2055390 · Pension or benefit plan · Dec 31, 2025 Rule 13d-1(b), qualified institution	317,463	5.06%	-27,180	Dec 31, 2025	Rule 13d-1(b), qualified institution
4	Minerva Advisors LLC 13F CIK 1541536 · Registered investment adviser · Jun 30, 2026	262,204	4.18%	0	Jun 30, 2026
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026	130,641	2.08%	+14,014	Jun 30, 2026
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	97,654	1.56%	+9,154	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	Oppenheimer & Close, LLC 13F CIK 1591377 · Unknown · Jun 30, 2026	95,179	1.52%	+3,264	Jun 30, 2026
8	Dowd James A. Insider CIK 1214089 · Jun 2, 2026 President and CEO, issuer-wide, not summed	92,713	1.48%	—	Jun 2, 2026	President and CEO, issuer-wide, not summed
9	Barclay William A Insider CIK 1520816 · Nov 20, 2025 Director, issuer-wide, not summed	86,456	1.38%	—	Nov 20, 2025	Director, issuer-wide, not summed
10	TASCARELLA RONALD Insider CIK 1244586 · Mar 3, 2025 Retired Executive Vice Pres., issuer-wide, not summed	82,185	1.31%	0	Mar 3, 2025	Retired Executive Vice Pres., issuer-wide, not summed
11	Phillips Daniel R Insider CIK 1600203 · Jan 31, 2025 Senior Vice President, issuer-wide, not summed	58,429	0.93%	0	Jan 31, 2025	Senior Vice President, issuer-wide, not summed
12	BURRITT CHRIS R Insider CIK 1214094 · May 6, 2025 Director, issuer-wide, not summed	56,691	0.90%	0	May 6, 2025	Director, issuer-wide, not summed
13	Gagas Adam C. Insider CIK 1606623 · Mar 13, 2026 Director, issuer-wide, not summed	53,344	0.85%	—	Mar 13, 2026	Director, issuer-wide, not summed
14	Allyn Eric Insider CIK 1930456 · Dec 5, 2024 Director, issuer-wide, not summed	41,211	0.66%	+35,087	Dec 5, 2024	Director, issuer-wide, not summed
15	Ayoub David A. Insider CIK 1545643 · Mar 12, 2026 Director, issuer-wide, not summed	39,986	0.64%	—	Mar 12, 2026	Director, issuer-wide, not summed
16	Hamilton Point Investment Advisors, LLC 13F CIK 1599746 · Registered investment adviser · Jun 30, 2026	38,429	0.61%	0	Jun 30, 2026
17	O'Brien William D Insider CIK 1679927 · May 4, 2026 Senior Vice President, issuer-wide, not summed	34,675	0.55%	—	May 4, 2026	Senior Vice President, issuer-wide, not summed
18	Tascarella Ronald G. Insider CIK 1781954 · Apr 8, 2026 Senior Vice President, issuer-wide, not summed	32,123	0.51%	—	Apr 8, 2026	Senior Vice President, issuer-wide, not summed
19	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026	27,877	0.44%	+4,941	Jun 30, 2026
20	Butkowski Robert G. Jr. Insider CIK 1731990 · Apr 8, 2026 Senior Vice President, issuer-wide, not summed	25,936	0.41%	—	Apr 8, 2026	Senior Vice President, issuer-wide, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	24,658	0.39%	-104	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Bigham Justin K. Insider CIK 1757135 · Apr 8, 2026 Executive Vice President, issuer-wide, not summed	24,005	0.38%	+5	Apr 8, 2026	Executive Vice President, issuer-wide, not summed
23	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026	20,445	0.33%	-1,929	Jun 30, 2026
23.1	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	8,118	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	4,141	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,566	0.02%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
23.4	U.S. VECTOR EQUITY PORTFOLIO Fund S000000982 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,554	0.02%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	900	0.01%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026	19,388	0.31%	-844	Jun 30, 2026
25	McManus Joseph Paul Insider CIK 2053108 · Apr 8, 2026 Senior Vice President, CIO, issuer-wide, not summed	16,026	0.26%	+7	Apr 8, 2026	Senior Vice President, CIO, issuer-wide, not summed
26	Serbun Joseph F Insider CIK 1741822 · Apr 8, 2026 Senior Vice President, issuer-wide, not summed	16,004	0.25%	+4	Apr 8, 2026	Senior Vice President, issuer-wide, not summed
27	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026	14,784	0.24%	-2,196	Jun 30, 2026
28	CALDWELL SUTTER CAPITAL, INC. 13F CIK 702007 · Registered investment adviser · Jun 30, 2026	14,773	0.24%	0	Jun 30, 2026
29	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026	13,067	0.21%	+2,317	Jun 30, 2026
29.1	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	10,751	0.17%	+2,261	Jun 30, 2026	iShares Trust, not summed
30	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026	12,895	0.21%	-5,116	Jun 30, 2026
31	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026	10,200	0.16%	0	Jun 30, 2026
31.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	10,200	0.16%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
32	Polniak Joseph Insider CIK 2112091 · Jun 15, 2026 FVP, General Counsel, issuer-wide, not summed	9,000	0.14%	+1,000	Jun 15, 2026	FVP, General Counsel, issuer-wide, not summed
33	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	8,885	0.14%	-4,396	May 31, 2026	Fidelity Concord Street Trust, not summed
34	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026	5,866	0.09%	0	Jun 30, 2026
35	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,793	0.08%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
36	Littlejohn Melanie Insider CIK 1675133 · May 4, 2026 Director, issuer-wide, not summed	4,389	0.07%	—	May 4, 2026	Director, issuer-wide, not summed
37	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,645	0.06%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
38	VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND Fund S000002855 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	3,260	0.05%	—	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026	2,654	0.04%	+2,654	Jun 30, 2026
40	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026	1,636	0.03%	0	Jun 30, 2026
41	Bass Regina E Insider CIK 1981666 · Apr 8, 2026 First Vice President, issuer-wide, not summed	717	0.01%	+6	Apr 8, 2026	First Vice President, issuer-wide, not summed
42	LVIP Dimensional U.S. Core Equity 2 Fund Fund S000048564 · Registered fund · Jun 30, 2026 LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, not summed	617	0.01%	0	Jun 30, 2026	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, not summed
43	Fidelity Nasdaq Composite Index Fund Fund S000055366 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	616	0.01%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
44	1290 VT Micro Cap Portfolio Fund S000044688 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	600	0.01%	0	Jun 30, 2026	EQ Advisors Trust, not summed
45	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026	495	0.01%	0	Jun 30, 2026
46	Tower Research Capital LLC (TRC) 13F CIK 1533421 · Unknown · Jun 30, 2026	85	0.00%	-377	Jun 30, 2026
47	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026	16	0.00%	+16	Jun 30, 2026
48	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026	1	0.00%	+1	Jun 30, 2026

5 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Key facts CIK 1609065 CUSIP 70319R109 Visit website Investor relations