DaveManuel.com · Institutional Ownership · Who Owns It
PIONEER BANCORP INC MD (PBFS)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
79
Reporting holders
$95.3M
Reported value
22.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-2
Holder change
Institutions report 5,679,011 shares against 24,841,663 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
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 |
|---|---|---|---|---|---|
| M3F, Inc. | $31.1M | 1,821,973 | 7.37% | 28q | -12.1%-$4.3M |
| BlackRock, Inc. | $10.8M | 631,152 | 0.00% | 8q | +4.8%+$495.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.3M | 484,060 | 0.00% | 2q | -7.9%-$710.3K |
| ALLIANCEBERNSTEIN L.P. | $7.3M | 523,014 | 0.00% | 28q | +2.8%+$195.3K |
| Private Capital Management, LLC | $6.3M | 366,774 | 0.55% | 6q | +3.4%+$203.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.5M | 266,275 | 0.00% | 28q | +14.1%+$561.7K |
| DIMENSIONAL FUND ADVISORS LP | $3.8M | 224,755 | 0.00% | 17q | +3.3%+$122.3K |
| STATE STREET CORP | $3.1M | 180,376 | 0.00% | 28q | -0.8%-$26.3K |
| First Pacific Advisors, LP | $2.9M | 166,974 | 0.04% | 10q | HELD |
| NORTHERN TRUST CORP | $1.4M | 83,423 | 0.00% | 28q | +5.4%+$73.4K |
| RENAISSANCE TECHNOLOGIES LLC | $1.2M | 73,100 | 0.00% | 8q | +4.6%+$54.6K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.2M | 72,147 | 0.02% | 15q | -4.0%-$51.2K |
| Empowered Funds, LLC | $1.2M | 72,147 | 0.01% | 2q | -4.0%-$51.2K |
| VANGUARD FIDUCIARY TRUST CO | $1.2M | 71,271 | 0.00% | 2q | -8.0%-$106.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 70,987 | 0.00% | 2q | +11.6%+$126.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $900.3K | 52,740 | 0.00% | 8q | HELD |
| Gator Capital Management, LLC | $775.0K | 45,400 | 0.16% | 8q | +2.1%+$16.3K |
| AQR CAPITAL MANAGEMENT LLC | $724.8K | 42,459 | 0.00% | 6q | +12.6%+$80.9K |
| Flywheel Private Wealth LLC | $682.8K | 40,000 | 0.34% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $654.4K | 38,335 | 0.00% | 9q | -27.5%-$248.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $497.6K | 29,148 | 0.00% | 28q | +8.3%+$38.0K |
| Bank of New York Mellon Corp | $469.5K | 27,502 | 0.00% | 28q | +7.1%+$31.0K |
| MARTINGALE ASSET MANAGEMENT L P | $452.9K | 26,530 | 0.01% | 7q | -1.5%-$6.8K |
| MORGAN STANLEY | $434.1K | 25,428 | 0.00% | 28q | -5.6%-$25.8K |
| EQUITABLE TRUST CO | $356.6K | 20,890 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $294.0K | 17,255 | 0.00% | 28q | -4.2%-$12.8K |
| CAPTRUST FINANCIAL ADVISORS | $288.6K | 16,909 | 0.00% | 6q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $257.7K | 15,098 | 0.00% | 5q | HELD |
| FAGAN ASSOCIATES, INC. | $256.1K | 15,000 | 0.03% | 11q | HELD |
| RHUMBLINE ADVISERS | $250.0K | 14,645 | 0.00% | 17q | -1.8%-$4.6K |
| Nuveen, LLC | $229.8K | 13,460 | 0.00% | 6q | HELD |
| BANK OF AMERICA CORP /DE/ | $224.8K | 13,171 | 0.00% | 28q | -17.7%-$48.2K |
| Russell Investments Group, Ltd. | $207.5K | 12,157 | 0.00% | 8q | +78.9%+$91.5K |
| Sequoia Financial Advisors, LLC | $188.5K | 11,041 | 0.00% | 15q | HELD |
| DEUTSCHE BANK AG\ | $176.9K | 10,363 | 0.00% | 4q | +188.5%+$115.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $176.0K | 10,298 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $169.5K | 9,932 | 0.00% | 14q | +92.5%+$81.5K |
| STRS OHIO | $105.8K | 6,200 | 0.00% | 8q | +21.6%+$18.8K |
| MetLife Investment Management, LLC | $104.5K | 6,123 | 0.00% | 6q | -10.1%-$11.7K |
| Farther Finance Advisors, LLC | $102.7K | 6,019 | 0.00% | 11q | -1.4%-$1.4K |
| CITIGROUP INC | $83.6K | 4,899 | 0.00% | 28q | +858.7%+$74.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83.5K | 4,890 | 0.00% | 9q | -8.6%-$7.9K |
| JPMORGAN CHASE & CO | $75.0K | 4,414 | 0.00% | 28q | -1.6%-$1.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $68.2K | 3,998 | 0.00% | 28q | HELD |
| UBS Group AG | $67.3K | 3,945 | 0.00% | 28q | HELD |
| Vanguard Global Advisers, LLC | $63.8K | 3,735 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $51.2K | 3,000 | 0.00% | 7q | HELD |
| Police & Firemen's Retirement System of New Jersey | $44.9K | 2,629 | 0.00% | 5q | HELD |
| Tripletail Wealth Management, LLC | $29.2K | 1,690 | 0.03% | 4q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $28.5K | 1,668 | 0.00% | 7q | -29.2%-$11.7K |
| Tower Research Capital LLC (TRC) | $26.4K | 1,545 | 0.00% | 25q | -62.6%-$44.1K |
| BARCLAYS PLC | $23.8K | 1,396 | 0.00% | 18q | -29.9%-$10.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $21.5K | 1,258 | 0.00% | 3q | HELD |
| Legal & General Group Plc | $18.6K | 1,091 | 0.00% | 28q | HELD |
| Federation des caisses Desjardins du Quebec | $17.1K | 1,000 | 0.00% | 8q | HELD |
| Ameritas Investment Partners, Inc. | $15.7K | 918 | 0.00% | 28q | HELD |
| Arax Advisory Partners | $14.4K | 841 | 0.00% | 2q | +13916.7%+$14.3K |
| Godfrey Financial Associates, Inc. | $4.9K | 288 | 0.00% | 3q | HELD |
| FMR LLC | $3.7K | 218 | 0.00% | 18q | -16.8% |
| Sterling Capital Management LLC | $3.5K | 206 | 0.00% | 8q | -43.4%-$2.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.5K | 146 | 0.00% | 28q | -75.5%-$7.7K |
| Essential Partners LLC | $1.9K | 110 | 0.00% | 5q | -54.5%-$2.3K |
| EverSource Wealth Advisors, LLC | $1.8K | 103 | 0.00% | 6q | -3.7% |
| IFP Advisors, Inc | $1.2K | 73 | 0.00% | 7q | +15.9% |
| Allworth Financial LP | $1.2K | 68 | 0.00% | 5q | +33.3% |
| Covestor Ltd | $1.0K | 55 | 0.00% | 6q | -15.4% |
| JONES FINANCIAL COMPANIES LLLP | $890 | 53 | 0.00% | 2q | +29.3% |
| True Wealth Design, LLC | $649 | 38 | 0.00% | 8q | -5.0% |
| PNC Financial Services Group, Inc. | $597 | 35 | 0.00% | 6q | -47.0% |
| Rialto Wealth Management, LLC | $581 | 34 | 0.00% | new | NEW |
| Bare Financial Services, Inc | $580 | 34 | 0.00% | new | NEW |
| GAMMA Investing LLC | $427 | 25 | 0.00% | 6q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $358 | 21 | 0.00% | 9q | +5.0% |
| ROTHSCHILD INVESTMENT LLC | $171 | 10 | 0.00% | 4q | +25.0% |
| Optiver Holding B.V. | $102 | 6 | 0.00% | 4q | -94.9%-$1.9K |
| Basecamp Wealth Advisors LLC | $68 | 4 | 0.00% | 2q | +100.0% |
| SJS Investment Consulting Inc. | $18 | 1 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $17 | 1 | 0.00% | 7q | HELD |
| Avion Wealth | $0 | 34 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $33.8M | 1,904,992 | 3 | 5 | 3 | 0.0% |
| Q2 2026 | 79 | $95.3M | 5,679,011 | 5 | 24 | 28 | 0.0% |
| Q1 2026 | 81 | $81.5M | 5,872,468 | 8 | 22 | 28 | 0.0% |
| Q4 2025 | 73 | $77.3M | 5,737,877 | 5 | 22 | 23 | 0.0% |
| Q3 2025 | 76 | $74.5M | 5,701,277 | 8 | 26 | 20 | 0.0% |
| Q2 2025 | 71 | $73.1M | 6,077,043 | 5 | 26 | 18 | 0.0% |
| Q1 2025 | 68 | $73.3M | 6,258,017 | 10 | 17 | 22 | 0.0% |
| Q4 2024 | 63 | $72.2M | 6,268,238 | 6 | 26 | 9 | 0.0% |
| Q3 2024 | 60 | $70.3M | 6,409,997 | 13 | 21 | 10 | 0.0% |
| Q2 2024 | 51 | $64.1M | 6,398,804 | 7 | 16 | 14 | 0.0% |
| Q1 2024 | 45 | $63.1M | 6,433,869 | 4 | 15 | 11 | 0.0% |
| Q4 2023 | 42 | $62.9M | 6,280,202 | 2 | 17 | 8 | 0.0% |
| Q3 2023 | 41 | $53.3M | 6,237,448 | 1 | 13 | 12 | 0.0% |
| Q2 2023 | 43 | $55.9M | 6,245,382 | 4 | 12 | 12 | 0.0% |
| Q1 2023 | 42 | $61.5M | 6,241,122 | 2 | 14 | 12 | 0.0% |
| Q4 2022 | 42 | $68.2M | 5,978,998 | 7 | 16 | 6 | 0.0% |
| Q3 2022 | 36 | $54.1M | 5,687,472 | 1 | 11 | 10 | 0.0% |
| Q2 2022 | 39 | $55.5M | 5,664,587 | 3 | 11 | 18 | 0.0% |
| Q1 2022 | 38 | $58.0M | 5,515,499 | 6 | 6 | 15 | 0.0% |
| Q4 2021 | 34 | $60.3M | 5,326,433 | 2 | 12 | 8 | 0.0% |
| Q3 2021 | 33 | $67.1M | 5,305,682 | 0 | 8 | 13 | 0.0% |
| Q2 2021 | 36 | $61.8M | 5,143,707 | 0 | 7 | 18 | 0.0% |
| Q1 2021 | 39 | $57.5M | 4,934,540 | 1 | 10 | 12 | 0.0% |
| Q4 2020 | 41 | $52.5M | 4,968,421 | 1 | 16 | 10 | 0.0% |
| Q3 2020 | 41 | $42.7M | 4,813,850 | 3 | 10 | 16 | 0.0% |
| Q2 2020 | 42 | $40.1M | 4,381,615 | 4 | 17 | 6 | 0.0% |
| Q1 2020 | 43 | $44.5M | 4,284,095 | 3 | 14 | 13 | 0.0% |
| Q4 2019 | 45 | $64.2M | 4,191,108 | 9 | 22 | 4 | 0.0% |
| Q3 2019 | 44 | $48.6M | 3,890,420 | 44 | 0 | 0 | 0.0% |