PATRIOT NATL BANCORP INC (PNBK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
68
Reporting holders
$18.5M
Reported value
16.2%
Of shares outstanding
0.0%
Held as options
-12
Holder change
Institutions report 19,266,159 shares against 118,742,200 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $4.2M | 4,346,777 | 0.00% | 2q | -1.2%-$52.5K |
| Corient Private Wealth LP | $3.7M | 3,837,742 | 0.00% | 4q | +100.0%+$1.8M |
| Angel Oak Capital Advisors, LLC | $2.5M | 2,662,136 | 3.22% | 6q | -15.9%-$482.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $945.1K | 986,548 | 0.00% | 15q | -46.9%-$834.0K |
| MILLENNIUM MANAGEMENT LLC | $720.7K | 752,658 | 0.00% | new | NEW |
| BlackRock, Inc. | $610.3K | 637,425 | 0.00% | 5q | -83.1%-$3.0M |
| VANGUARD FIDUCIARY TRUST CO | $511.2K | 533,646 | 0.00% | 2q | -15.5%-$93.9K |
| MARSHALL WACE, LLP | $471.9K | 491,531 | 0.00% | new | NEW |
| Composition Wealth, LLC | $416.3K | 434,748 | 0.00% | 5q | HELD |
| Curated Wealth Partners LLC | $409.8K | 427,980 | 0.03% | 5q | -48.3%-$382.4K |
| HighTower Advisors, LLC | $310.1K | 323,866 | 0.00% | 5q | +9.8%+$27.6K |
| GOLDMAN SACHS GROUP INC | $282.3K | 294,811 | 0.00% | 5q | +114.7%+$150.8K |
| Point72 Asset Management, L.P. | $281.8K | 294,294 | 0.00% | 3q | +246.8%+$200.5K |
| Lido Advisors, LLC | $263.7K | 275,397 | 0.00% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $250.6K | 261,699 | 0.00% | 3q | +120.0%+$136.7K |
| STATE STREET CORP | $209.9K | 219,207 | 0.00% | 5q | -69.0%-$467.9K |
| AXXCESS WEALTH MANAGEMENT, LLC | $204.3K | 213,334 | 0.00% | 5q | HELD |
| Aster Capital Management (DIFC) Ltd | $201.2K | 210,080 | 0.02% | new | NEW |
| NORTHERN TRUST CORP | $188.1K | 196,491 | 0.00% | 5q | -76.4%-$608.4K |
| Sanctuary Advisors, LLC | $180.1K | 188,089 | 0.00% | 4q | +1151.6%+$165.7K |
| CITADEL ADVISORS LLC | $177.6K | 185,461 | 0.00% | 2q | +262.6%+$128.6K |
| Qube Research & Technologies Ltd | $146.9K | 153,388 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $145.5K | 151,948 | 0.00% | 2q | +1199.1%+$134.3K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $119.7K | 125,000 | 0.00% | new | NEW |
| Rinkey Investments | $116.7K | 121,828 | 0.03% | 5q | HELD |
| Beacon Pointe Advisors, LLC | $99.6K | 104,000 | 0.00% | 5q | HELD |
| Westmount Partners, LLC | $95.8K | 100,000 | 0.02% | 3q | HELD |
| Catalyst Funds Management Pty Ltd | $86.2K | 90,000 | 0.00% | new | NEW |
| Falcon Wealth Planning | $81.4K | 85,000 | 0.01% | 4q | HELD |
| UBS Group AG | $73.4K | 76,601 | 0.00% | 19q | -40.3%-$49.5K |
| XTX Topco Ltd | $58.3K | 60,864 | 0.00% | new | NEW |
| BlackDiamond Wealth Management, LLC | $58.0K | 50,000 | 0.02% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $56.0K | 58,485 | 0.00% | 16q | -55.0%-$68.6K |
| Focus Partners Wealth | $38.7K | 40,446 | 0.00% | 3q | +3.4%+$1.3K |
| Larson Financial Group LLC | $36.1K | 37,700 | 0.00% | 16q | HELD |
| Blue Sky Capital Consultants Group, Inc. | $31.1K | 32,500 | 0.01% | 5q | +58.5%+$11.5K |
| JPMORGAN CHASE & CO | $23.6K | 25,153 | 0.00% | 5q | -32.7%-$11.5K |
| Vanguard Global Advisers, LLC | $20.7K | 21,619 | 0.00% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $19.4K | 20,248 | 0.00% | 9q | -67.3%-$39.8K |
| CAPTRUST FINANCIAL ADVISORS | $19.3K | 20,206 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $16.2K | 16,927 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $15.3K | 15,982 | 0.00% | new | NEW |
| Tarbox Family Office, Inc. | $14.4K | 15,000 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $12.0K | 12,500 | 0.00% | 5q | HELD |
| MORGAN STANLEY | $10.6K | 11,049 | 0.00% | 29q | -72.5%-$27.8K |
| Jump Financial, LLC | $9.9K | 10,310 | 0.00% | new | NEW |
| CHOREO, LLC | $9.6K | 10,017 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $8.0K | 8,178 | 0.00% | 4q | +14.4%+$1.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.5K | 4,711 | 0.00% | new | NEW |
| BARCLAYS PLC | $3.8K | 3,944 | 0.00% | 6q | -76.5%-$12.3K |
| Daytona Street Capital LLC | $1.7K | 1,427 | 0.00% | 3q | -50.0%-$1.7K |
| Arax Advisory Partners | $1.5K | 1,604 | 0.00% | 2q | +80100.0%+$1.5K |
| Allied Private Wealth LLC | $1.1K | 990 | 0.00% | new | FIRST |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $958 | 1,000 | 0.00% | 2q | HELD |
| Russell Investments Group, Ltd. | $906 | 946 | 0.00% | 4q | -99.7%-$335.0K |
| BNP PARIBAS FINANCIAL MARKETS | $718 | 750 | 0.00% | 5q | -95.4%-$15.0K |
| Essential Partners LLC | $442 | 462 | 0.00% | 3q | +357.4% |
| Allworth Financial LP | $394 | 411 | 0.00% | 3q | +3061.5% |
| EverSource Wealth Advisors, LLC | $324 | 338 | 0.00% | 4q | +2716.7% |
| SBI Securities Co., Ltd. | $245 | 256 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $118 | 122 | 0.00% | new | NEW |
| True Wealth Design, LLC | $95 | 99 | 0.00% | 3q | +2375.0% |
| Farther Finance Advisors, LLC | $95 | 100 | 0.00% | 3q | +9900.0% |
| Fortitude Family Office, LLC | $68 | 71 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $34 | 35 | 0.00% | 3q | +775.0% |
| IFP Advisors, Inc | $11 | 12 | 0.00% | 3q | +200.0% |
| SJS Investment Consulting Inc. | $11 | 11 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $1 | 1 | 0.00% | 2q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 68 | $18.5M | 19,266,159 | 17 | 19 | 17 | 0.0% |
| Q1 2026 | 80 | $29.0M | 22,501,174 | 9 | 31 | 14 | 0.0% |
| Q4 2025 | 71 | $30.3M | 16,710,853 | 16 | 25 | 11 | 0.0% |
| Q3 2025 | 59 | $14.0M | 10,790,915 | 11 | 19 | 12 | 0.0% |
| Q2 2025 | 53 | $34.9M | 22,982,835 | 40 | 7 | 3 | 0.0% |
| Q1 2025 | 16 | $4.4M | 3,821,044 | 3 | 5 | 2 | 0.0% |
| Q4 2024 | 14 | $1.6M | 808,341 | 0 | 2 | 3 | 0.0% |
| Q3 2024 | 15 | $1.9M | 1,021,096 | 0 | 1 | 5 | 0.0% |
| Q2 2024 | 18 | $2.6M | 1,389,168 | 2 | 2 | 9 | 0.0% |
| Q1 2024 | 17 | $5.8M | 1,541,326 | 0 | 2 | 4 | 0.0% |
| Q4 2023 | 18 | $6.0M | 1,555,896 | 1 | 5 | 2 | 0.0% |
| Q3 2023 | 17 | $11.0M | 1,589,724 | 0 | 5 | 1 | 0.0% |
| Q2 2023 | 18 | $12.3M | 1,540,482 | 2 | 8 | 2 | 0.0% |
| Q1 2023 | 15 | $13.1M | 1,484,186 | 0 | 2 | 1 | 0.0% |
| Q4 2022 | 13 | $12.1M | 1,142,117 | 1 | 3 | 2 | 0.0% |
| Q3 2022 | 16 | $16.4M | 1,530,641 | 4 | 3 | 2 | 0.0% |
| Q2 2022 | 15 | $16.9M | 1,392,592 | 1 | 3 | 3 | 0.0% |
| Q1 2022 | 14 | $22.4M | 1,325,392 | 2 | 1 | 3 | 0.0% |
| Q4 2021 | 13 | $21.0M | 1,358,987 | 2 | 2 | 4 | 0.0% |
| Q3 2021 | 12 | $14.4M | 1,388,499 | 1 | 3 | 3 | 0.0% |
| Q2 2021 | 11 | $11.9M | 1,305,459 | 3 | 5 | 1 | 0.0% |
| Q1 2021 | 8 | $4.0M | 385,537 | 0 | 1 | 0 | 0.0% |
| Q4 2020 | 9 | $3.6M | 368,156 | 1 | 3 | 0 | 0.0% |
| Q3 2020 | 8 | $2.3M | 331,276 | 1 | 1 | 2 | 0.0% |
| Q2 2020 | 8 | $1.7M | 285,837 | 0 | 1 | 2 | 0.0% |
| Q1 2020 | 10 | $1.8M | 286,787 | 1 | 3 | 3 | 0.0% |
| Q4 2019 | 9 | $3.4M | 269,410 | 0 | 3 | 0 | 0.0% |
| Q3 2019 | 10 | $3.0M | 239,062 | 1 | 3 | 1 | 0.0% |
| Q2 2019 | 11 | $3.5M | 231,290 | 3 | 5 | 1 | 0.0% |
| Q1 2019 | 9 | $3.3M | 213,055 | 1 | 2 | 1 | 0.0% |
| Q4 2018 | 9 | $2.9M | 202,942 | 0 | 0 | 0 | 0.0% |