PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
PFIS on Nasdaq
Shares outstanding
10,007,183
Price per share
$48.71
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,116,371
Total reported value
$151,621,447
% of total 13F portfolios
0%
Share change
-32,672
Value change
-$1,543,270
Number of holders
101
Price from insider filings
$48.71
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 5% $24,567,473 504,362 The Vanguard Group 31 Dec 2025

As of 30 Sep 2025, 101 institutional investors reported holding 3,116,371 shares of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS). This represents 31% of the company’s total 10,007,183 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) together control 27% 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
BlackRock, Inc. 6.4% 643,333 -2% 0% $31,272,416
VANGUARD GROUP INC 4.9% 491,464 -0.97% 0% $23,890,065
DIMENSIONAL FUND ADVISORS LP 2.8% 284,633 +3.9% 0% $13,836,071
GEODE CAPITAL MANAGEMENT, LLC 2.3% 231,699 +0.1% 0% $11,265,477
STATE STREET CORP 2.1% 209,731 +1.9% 0% $10,195,024
PEOPLES FINANCIAL SERVICES CORP. 1.9% 188,308 -8% 4.1% $9,153,639
NORTHERN TRUST CORP 0.76% 76,493 -1.2% 0% $3,718,325
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.69% 68,927 +8.2% 0.07% $3,350,541
Bank of New York Mellon Corp 0.54% 53,854 +1% 0% $2,617,840
PNC Financial Services Group, Inc. 0.49% 49,029 -0.21% 0% $2,383,299
Empowered Funds, LLC 0.46% 46,027 +13% 0.02% $2,237,372
SEGALL BRYANT & HAMILL, LLC 0.4% 40,305 -0.14% 0.03% $1,959,226
Alliance Wealth Advisors, LLC 0.38% 37,638 0% 0.91% $1,829,583
MORGAN STANLEY 0.35% 35,238 -2.5% 0% $1,712,933
FIRST TRUST ADVISORS LP 0.34% 33,886 +430% 0% $1,647,198
WELLS FARGO & COMPANY/MN 0.32% 32,153 +11% 0% $1,562,932
EAGLE WEALTH STRATEGIES LLC 0.29% 28,655 0% 0.69% $1,392,920
Cutler Capital Management, LLC 0.28% 27,948 0% 0.43% $1,358,562
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.27% 26,809 -2.4% 0% $1,303,185
RENAISSANCE TECHNOLOGIES LLC 0.26% 25,827 -20% 0% $1,255,450
Nuveen, LLC 0.22% 22,485 0% 0% $1,092,996
AMERICAN CENTURY COMPANIES INC 0.22% 22,185 +14% 0% $1,078,413
Qube Research & Technologies Ltd 0.21% 21,132 +48% 0% $1,027,227
BERKSHIRE ASSET MANAGEMENT LLC/PA 0.21% 21,096 +0.76% 0.04% $1,025,477
GOLDMAN SACHS GROUP INC 0.19% 18,834 0% $915,522

Institutional Holders of PEOPLES FINANCIAL SERVICES CORP. - Common Stock (PFIS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,044,759 $50,891,728 -$3,562,737 $48.71 37
2025 Q3 3,116,371 $151,621,447 -$1,543,270 $48.61 101
2025 Q2 3,149,298 $155,512,374 +$2,091,294 $49.37 94
2025 Q1 3,114,584 $138,577,330 +$2,037,201 $44.47 92
2024 Q4 3,057,308 $156,455,336 +$6,722,425 $51.18 95
2024 Q3 2,925,836 $137,148,133 +$21,579,462 $46.88 84
2024 Q2 2,377,097 $108,250,595 +$5,684,246 $45.54 68
2024 Q1 2,247,282 $96,823,429 -$28,331 $43.11 67
2023 Q4 2,243,172 $109,234,180 +$4,992,675 $48.70 68
2023 Q3 2,128,671 $85,357,322 -$3,141,710 $40.10 57
2023 Q2 2,212,072 $96,865,877 -$246,474 $43.79 59
2023 Q1 2,209,647 $95,769,971 -$363,538 $43.35 61
2022 Q4 2,201,106 $114,095,885 +$1,490,389 $51.84 62
2022 Q3 2,173,702 $101,813,844 -$3,761,175 $46.84 64
2022 Q2 2,240,386 $125,102,304 +$5,541,558 $55.84 66
2022 Q1 2,143,281 $108,211,817 +$1,734,585 $50.48 64
2021 Q4 2,108,842 $110,950,012 +$4,639,712 $52.68 60
2021 Q3 2,022,303 $92,057,400 +$2,877,113 $45.57 61
2021 Q2 1,958,755 $83,436,658 -$3,372,381 $42.60 55
2021 Q1 2,040,995 $86,071,584 +$2,055,000 $42.22 60
2020 Q4 1,991,873 $73,219,719 +$625,378 $36.76 56
2020 Q3 1,967,540 $68,404,205 -$1,466,676 $34.76 57
2020 Q2 2,004,978 $76,529,447 -$8,909 $38.19 60
2020 Q1 2,006,885 $79,744,637 -$778,474 $39.73 54
2019 Q4 2,013,674 $101,380,349 +$3,317,355 $50.35 62
2019 Q3 1,951,895 $88,420,938 +$2,043,163 $45.29 56
2019 Q2 1,906,863 $85,781,617 +$2,832,828 $44.99 56
2019 Q1 1,871,162 $84,632,367 +$1,946,955 $45.23 58
2018 Q4 1,826,933 $80,489,757 +$886,202 $44.06 55
2018 Q3 1,808,438 $76,676,809 -$137,858 $42.40 56
2018 Q2 1,809,806 $85,097,267 +$2,857,246 $47.02 63
2018 Q1 1,750,476 $79,903,072 +$67,298 $45.65 60
2017 Q4 1,748,891 $81,453,437 +$1,055,249 $46.58 58
2017 Q3 1,720,176 $82,214,147 +$2,740,335 $47.80 57
2017 Q2 1,663,162 $72,721,564 +$440,158 $43.73 57
2017 Q1 1,653,454 $69,103,350 +$12,483,905 $41.79 54
2016 Q4 1,677,397 $78,543,373 +$6,229,111 $48.70 54
2016 Q3 1,545,193 $62,972,548 +$1,222,909 $40.76 49
2016 Q2 1,515,310 $59,297,367 -$1,826,575 $39.14 46
2016 Q1 1,560,011 $58,029,190 +$230,244 $37.19 46
2015 Q4 1,553,871 $59,161,037 -$1,991,026 $38.07 46
2015 Q3 1,607,553 $56,146,456 -$535,827 $34.93 45
2015 Q2 1,622,147 $64,261,110 -$857,089 $39.62 48
2015 Q1 1,642,617 $73,497,850 -$732,485 $44.86 50
2014 Q4 1,658,005 $82,364,817 +$359,527 $49.68 49
2014 Q3 1,647,316 $75,761,967 +$9,927,013 $45.99 48
2014 Q2 1,429,608 $73,461,764 +$70,963,764 $51.38 46
2014 Q1 47,979 $1,997,000 $41.62 3