Ponce Financial Group, Inc. - Common Stock, $0.01 par value (PDLB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2022 to Q4 2025

Type / Class
Equity / Common Stock, $0.01 par value
Symbol
PDLB on Nasdaq
Shares outstanding
24,045,272
Price per share
$16.39
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
11,435,609
Total reported value
$168,105,656
% of total 13F portfolios
0%
Share change
+70,225
Value change
+$1,055,370
Number of holders
75
Price from insider filings
$16.39
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Ponce Financial Group, Inc. - Common Stock, $0.01 par value (PDLB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
T. Rowe Price Investment Management, Inc. 9% 2,156,501 T. Rowe Price Investment Management, Inc. 31 Mar 2025
Ponce Bank Employees Stock Ownership Plan with 401(k) Provisions 8.1% $25,319,671 1,947,667 Ponce Bank Employees Stock Ownership Plan with 401(k) Provisions 31 Dec 2024

As of 30 Sep 2025, 75 institutional investors reported holding 11,435,609 shares of Ponce Financial Group, Inc. - Common Stock, $0.01 par value (PDLB). This represents 48% of the company’s total 24,045,272 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Ponce Financial Group, Inc. - Common Stock, $0.01 par value (PDLB) together control 46% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
M3F, Inc. 9.4% 2,255,981 -2.6% 9.4% $33,163,000
T. Rowe Price Investment Management, Inc. 8.1% 1,948,059 -0.17% 0.02% $28,637,000
BlackRock, Inc. 6.8% 1,625,154 -0.44% 0% $23,889,764
VANGUARD GROUP INC 4.6% 1,113,564 +0.93% 0% $16,369,392
DIMENSIONAL FUND ADVISORS LP 3.8% 904,075 +0.57% 0% $13,289,928
BANK OF AMERICA CORP /DE/ 2.1% 496,105 +0.04% 0% $7,292,743
GEODE CAPITAL MANAGEMENT, LLC 1.9% 463,526 -3.5% 0% $6,815,628
STATE STREET CORP 1.4% 335,257 -1.5% 0% $4,928,278
Empirical Finance, LLC 0.98% 234,649 0% 0.16% $3,449,340
ALLIANCEBERNSTEIN L.P. 0.77% 185,799 +38% 0% $2,731,245
First Pacific Advisors, LP 0.76% 181,562 0% 0.04% $2,668,961
RENAISSANCE TECHNOLOGIES LLC 0.75% 180,835 +24% 0% $2,658,275
MANGROVE PARTNERS IM, LLC 0.75% 179,698 +10% 0.2% $2,641,561
NORTHERN TRUST CORP 0.63% 151,345 -3.7% 0% $2,224,772
RAYMOND JAMES FINANCIAL INC 0.49% 116,949 0% 0% $1,719,150
Connor, Clark & Lunn Investment Management Ltd. 0.42% 101,275 +37% 0% $1,488,743
MARSHALL WACE, LLP 0.29% 69,908 +192% 0% $1,027,648
WITTENBERG INVESTMENT MANAGEMENT, INC. 0.27% 64,217 0% 0.37% $943,990
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.25% 60,063 -3.8% 0% $882,926
Bank of New York Mellon Corp 0.24% 57,518 +9.4% 0% $845,511
LOS ANGELES CAPITAL MANAGEMENT LLC 0.24% 57,219 -3.8% 0% $841,119
MILLENNIUM MANAGEMENT LLC 0.22% 53,069 +3.2% 0% $780,114
MORGAN STANLEY 0.21% 50,417 -16% 0% $741,130
BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.17% 41,372 -7.9% 0.04% $608,168
GAMCO INVESTORS, INC. ET AL 0.16% 38,718 0% 0.01% $569,155

Institutional Holders of Ponce Financial Group, Inc. - Common Stock, $0.01 par value (PDLB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 9,031 $147,940 +$113,016 $16.39 3
2025 Q3 11,435,609 $168,105,656 +$1,055,370 $14.70 75
2025 Q2 11,363,377 $157,271,369 +$2,923,847 $13.84 74
2025 Q1 11,205,246 $141,972,262 -$3,493,448 $12.67 73
2024 Q4 11,503,744 $149,549,998 +$1,786,424 $13.00 68
2024 Q3 11,298,497 $132,081,361 +$3,620,301 $11.69 61
2024 Q2 10,911,107 $99,729,216 +$1,050,653 $9.14 54
2024 Q1 10,770,727 $95,859,830 -$2,381,971 $8.90 47
2023 Q4 11,071,947 $108,063,084 +$831,927 $9.76 52
2023 Q3 10,786,136 $84,350,703 +$62,106 $7.82 49
2023 Q2 10,785,687 $93,728,605 +$8,006,090 $8.69 50
2023 Q1 9,984,307 $78,374,904 -$3,978,322 $7.85 53
2022 Q4 10,282,798 $95,832,351 +$3,399,548 $9.32 42
2022 Q3 9,928,223 $90,943,000 -$22,596,761 $9.16 38
2022 Q2 9,855,530 $91,063,000 +$15,328,877 $9.24 39
2022 Q1 8,093,420 $84,010,000 +$84,008,908 $10.38 44