Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
4.78M
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
878K
-
Shares change
-
+2.28K
-
Total reported value, excl. options
-
$12.2M
-
Value change
-
+$31.6K
-
Number of buys
-
8
-
Number of sells
-
-4
-
Price
-
$14.01
Significant Holders of Pathfinder Bancorp, Inc. - Common Stock (PBHC) as of Q4 2023
20 filings reported holding PBHC - Pathfinder Bancorp, Inc. - Common Stock as of Q4 2023.
Pathfinder Bancorp, Inc. - Common Stock (PBHC) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 878K shares
of 4.78M outstanding shares and own 18.38% of the company stock.
Largest 10 shareholders include Minerva Advisors LLC (257K shares), ALLIANCEBERNSTEIN L.P. (239K shares), Oppenheimer & Close, LLC (91.7K shares), M3F, Inc. (77.3K shares), Hamilton Point Investment Advisors, LLC (38.4K shares), VANGUARD GROUP INC (37.7K shares), MONOGRAPH WEALTH ADVISORS, LLC (29.6K shares), GEODE CAPITAL MANAGEMENT, LLC (23.1K shares), OSAIC HOLDINGS, INC. (18.5K shares), and DIMENSIONAL FUND ADVISORS LP (16.5K shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.