Ponce Financial Group, Inc. - COMMON STOCK (PDLB) Institutional Ownership

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

Type / Class
Equity / COMMON STOCK
Symbol
PDLB on Nasdaq
Shares outstanding
24,009,785
Price per share
$16.44
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,393,147
Total reported value
$186,151,077
% of total 13F portfolios
0%
Share change
-42,993
Value change
-$641,673
Number of holders
80
Price from insider filings
$16.44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Ponce Financial Group, Inc. - COMMON STOCK (PDLB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Ponce Bank Employees Stock Ownership Plan with 401(k) Provisions 8.1% $22,729,274 1,947,667 Ponce Bank Employees Stock Ownership Plan with 401(k) Provisions 31 Dec 2024
T. Rowe Price Investment Management, Inc. 7.9% -12% $31,012,239 -$4,246,553 1,896,773 -12% T. Rowe Price Investment Management, Inc. 31 Dec 2025
M3 PARTNERS LP 7.7% $30,421,570 1,855,981 M3 Funds, LLC 31 Dec 2025

As of 31 Dec 2025, 80 institutional investors reported holding 11,393,147 shares of Ponce Financial Group, Inc. - COMMON STOCK (PDLB). This represents 47% of the company’s total 24,009,785 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Ponce Financial Group, Inc. - COMMON STOCK (PDLB) together control 44% 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
T. Rowe Price Investment Management, Inc. 7.9% 1,896,773 -2.6% 0.02% $31,013,000
M3F, Inc. 7.7% 1,855,981 -18% 8.3% $30,345,000
BlackRock, Inc. 6.8% 1,631,847 +0.41% 0% $26,680,698
VANGUARD GROUP INC 4.6% 1,114,006 +0.04% 0% $18,213,998
DIMENSIONAL FUND ADVISORS LP 3.8% 913,466 +1% 0% $14,935,379
BANK OF AMERICA CORP /DE/ 2.1% 502,900 +1.4% 0% $8,222,415
GEODE CAPITAL MANAGEMENT, LLC 1.9% 461,243 -0.49% 0% $7,543,222
STATE STREET CORP 1.4% 335,460 +0.06% 0% $5,484,771
RENAISSANCE TECHNOLOGIES LLC 0.92% 220,247 +22% 0.01% $3,601,038
ALLIANCEBERNSTEIN L.P. 0.86% 207,299 +12% 0% $3,389,339
Empirical Finance, LLC 0.86% 207,213 -12% 0.16% $3,387,933
MANGROVE PARTNERS IM, LLC 0.8% 191,343 +6.5% 0.25% $3,128,458
First Pacific Advisors, LP 0.76% 181,562 0% 0.04% $2,968,539
NORTHERN TRUST CORP 0.58% 139,744 -7.7% 0% $2,284,814
MARSHALL WACE, LLP 0.5% 120,447 +72% 0% $1,969,308
RAYMOND JAMES FINANCIAL INC 0.49% 116,949 0% 0% $1,912,116
Connor, Clark & Lunn Investment Management Ltd. 0.45% 107,269 +5.9% 0% $1,753,848
Informed Momentum Co LLC 0.3% 71,517 0.13% $1,169,303
WITTENBERG INVESTMENT MANAGEMENT, INC. 0.27% 64,217 0% 0.4% $1,049,948
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.25% 60,553 +0.82% 0% $990,042
LOS ANGELES CAPITAL MANAGEMENT LLC 0.24% 57,753 +0.93% 0% $814,896
CITADEL ADVISORS LLC 0.23% 55,434 +142% 0% $906,346
Bank of New York Mellon Corp 0.23% 55,280 -3.9% 0% $903,824
MORGAN STANLEY 0.22% 51,728 +2.6% 0% $845,752
GOLDMAN SACHS GROUP INC 0.21% 51,173 +112% 0% $836,679

Institutional Holders of Ponce Financial Group, Inc. - COMMON STOCK (PDLB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,393,147 $186,151,077 -$641,673 $16.35 80
2025 Q3 11,435,618 $168,105,788 +$1,055,502 $14.70 76
2025 Q2 11,363,377 $157,271,369 +$2,923,857 $13.84 74
2025 Q1 11,205,246 $141,971,879 -$3,493,435 $12.67 73
2024 Q4 11,503,744 $149,550,230 +$1,598,422 $13.00 68
2024 Q3 11,298,497 $132,081,151 +$3,620,297 $11.69 61
2024 Q2 10,911,107 $99,729,253 +$986,649 $9.14 54
2024 Q1 10,784,452 $95,982,017 -$2,595,507 $8.90 48
2023 Q4 11,071,947 $108,063,355 +$2,894,955 $9.76 52
2023 Q3 10,786,136 $84,350,830 +$56,912 $7.82 49
2023 Q2 10,785,687 $93,728,671 +$7,890,827 $8.69 50
2023 Q1 9,984,307 $78,374,904 -$4,008,520 $7.85 53
2022 Q4 10,283,031 $95,834,351 +$3,405,258 $9.32 43
2022 Q3 9,933,206 $90,989,000 -$22,596,660 $9.16 40
2022 Q2 9,860,513 $91,109,000 +$15,335,564 $9.24 41
2022 Q1 8,140,707 $84,501,000 +$84,501,014 $10.38 47