Who owns Patriot National Bancorp (PNBK)
Which tracked institutional funds hold PNBK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PNBK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PNBK is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 11 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PNBK’s largest tracked holder by dollar value, VANGUARD CAPITAL MANAGEMENT LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PNBK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 66 tracked filers holding PNBK, 36 increased or opened the position and 50 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PNBK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- MILLENNIUM MANAGEMENT LLC$721K
Full exits 1
- VANGUARD PORTFOLIO MANAGEMENT LLC$597K
Largest trims
- BlackRock, Inc.$4M
- Angel Oak Capital Advisors, LLC$2M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- NORTHERN TRUST CORP$885K
- STATE STREET CORP$703K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,346,777 | $4M | 18.6% | 2026-Q2 |
| Angel Oak Capital Advisors, LLC trimmed | 2,662,136 | $3M | 11.4% | 2026-Q2 |
| Corient Private Wealth LP added | 1,918,871 | $2M | 8.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 986,548 | $945K | 4.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 752,658 | $721K | 3.2% | 2026-Q2 |
| BlackRock, Inc. trimmed | 637,425 | $610K | 2.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 533,646 | $511K | 2.3% | 2026-Q2 |
| MARSHALL WACE, LLP new | 491,531 | $472K | 2.1% | 2026-Q2 |
| Composition Wealth, LLC | 434,748 | $416K | 1.9% | 2026-Q2 |
| Curated Wealth Partners LLC trimmed | 427,980 | $410K | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 294,811 | $282K | 1.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 294,294 | $282K | 1.3% | 2026-Q2 |
| Lido Advisors, LLC added | 275,397 | $264K | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 261,699 | $251K | 1.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 219,207 | $210K | 0.9% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC | 213,334 | $204K | 0.9% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd new | 210,080 | $201K | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 196,491 | $188K | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 188,089 | $180K | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 185,461 | $178K | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 153,388 | $147K | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 151,948 | $145K | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 125,000 | $120K | 0.5% | 2026-Q2 |
| Rinkey Investments | 121,828 | $117K | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 104,000 | $100K | 0.4% | 2026-Q2 |
| Westmount Partners, LLC | 100,000 | $96K | 0.4% | 2026-Q2 |
| Catalyst Funds Management Pty Ltd new | 90,000 | $86K | 0.4% | 2026-Q2 |
| Falcon Wealth Planning | 85,000 | $81K | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 76,601 | $73K | 0.3% | 2026-Q2 |
| XTX Topco Ltd new | 60,864 | $58K | 0.3% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC | 50,000 | $58K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 58,485 | $56K | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 40,446 | $39K | 0.2% | 2026-Q2 |
| Larson Financial Group LLC | 37,700 | $36K | 0.2% | 2026-Q2 |
| Blue Sky Capital Consultants Group, Inc. added | 32,500 | $31K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 25,153 | $24K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 21,619 | $21K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 20,248 | $19K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 20,206 | $19K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 16,927 | $16K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 15,982 | $15K | 0.1% | 2026-Q2 |
| Tarbox Family Office, Inc. new | 15,000 | $14K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 12,500 | $12K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 11,049 | $11K | 0.0% | 2026-Q2 |
| Jump Financial, LLC new | 10,310 | $10K | 0.0% | 2026-Q2 |
| CHOREO, LLC new | 10,017 | $10K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,178 | $8K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,944 | $4K | 0.0% | 2026-Q2 |
| Daytona Street Capital LLC trimmed | 1,427 | $2K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,604 | $2K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 990 | $1K | 0.0% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1,000 | $958 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 946 | $906 | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 750 | $718 | 0.0% | 2026-Q2 |
| Essential Partners LLC added | 462 | $442 | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 411 | $394 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 338 | $324 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 256 | $245 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 122 | $118 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 100 | $95 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 99 | $95 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 71 | $68 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 35 | $34 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 11 | $11 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 12 | $11 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 462,426 | $597K | 2.7% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 295,031 | $381K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 178,145 | $230K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Bank of New York Mellon Corp added | 146,691 | $189K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Avior Wealth Management, LLC | 100,000 | $129K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Nuveen, LLC trimmed | 82,285 | $106K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| DEUTSCHE BANK AG\ | 59,272 | $76K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| ALLIANCEBERNSTEIN L.P. | 38,340 | $70K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NEW YORK STATE COMMON RETIREMENT FUND | 49,544 | $64K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 37,489 | $49K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC added | 33,082 | $43K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| RHUMBLINE ADVISERS added | 33,216 | $43K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 32,719 | $42K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Invesco Ltd. added | 26,711 | $34K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Police & Firemen's Retirement System of New Jersey | 24,768 | $32K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 20,949 | $27K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 20,211 | $26K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) added | 18,690 | $24K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Suncoast Equity Management | 18,115 | $23K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VOYA INVESTMENT MANAGEMENT LLC | 13,263 | $17K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ProShare Advisors LLC trimmed | 11,336 | $15K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Legal & General Group Plc trimmed | 6,185 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 1,766,896 | $3M | 14.3% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 107,547 | $196K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Elyxium Wealth, LLC trimmed | 25,960 | $47K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| SG Americas Securities, LLC new | 16,450 | $30K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 4,000 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 126,597 | $165K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC | 39,520 | $51K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| NewEdge Advisors, LLC | 11,737 | $15K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Northeast Financial Consultants Inc | 39,123 | $59K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Squarepoint Ops LLC new | 38,116 | $58K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Dynamic Advisor Solutions LLC new | 20,590 | $31K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Magnus Financial Group LLC new | 14,500 | $22K | 0.1% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.