Patrick IndustriesPATK

13F holders, Q3 2024 (September 30)
301holders +37
56new positions
19sold out
6famous investors
$142.32avg. 13F price*

At the end of Q3 2024, 301 institutions reported holding Patrick Industries Inc. (PATK) in their 13F filings, up 37 from Q2 2024. 56 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($511.4M), FMR LLC ($459.0M) and Vanguard Group Inc. ($221.8M). 6 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Patrick Industries Inc.
CUSIP
703343103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 272Q1 2024Q2 2024: 264Q2 2024Q3 2024: 301Q3 2024Q4 2024: 303Q4 2024Q1 2025: 314Q1 2025Q2 2025: 316Q2 2025Q3 2025: 329Q3 2025Q4 2025: 335Q4 2025Q1 2026: 342Q1 2026Q2 2026: 330Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions56$93.2M
Exits19$13.6M

All 13F filers, Q2 2024 → Q3 2024: 1,680,732 shares bought and 1,394,204 shares sold, net +286,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 301 holders

BlackRock, Inc. 0.01% — 3,592,152 $511.4M
FMR LLC 0.03% Reduce -1.9% 3,224,114 $459.0M
Vanguard Group Inc. 0.00% Add +0.1% 1,558,160 $221.8M
Dimensional Fund Advisors LP 0.04% Reduce -5.0% 1,254,511 $178.6M
Pacer Advisors, Inc. 0.28% Reduce -31.7% 905,029 $128.8M
State Street Corp. 0.00% Add +3.5% 816,031 $116.2M
Capital World Investors 0.01% Add +76.0% 629,546 $89.6M
Geode Capital Management, LLC 0.01% Add +4.2% 519,440 $74.0M
Invesco Ltd. 0.01% Add +39.3% 438,874 $62.5M
Wellington Management Group LLP 0.01% Add +2.5% 412,296 $58.7M
Charles Schwab Investment Management Inc. 0.01% Add +5.3% 353,633 $50.3M
Loomis Sayles & Co. L P 0.06% Reduce -2.3% 346,854 $49.4M
T. Rowe Price Associates Inc. 0.01% Reduce -0.2% 333,882 $47.5M
Macquarie Group Ltd. 0.05% Add +0.7% 330,709 $47.1M
GW&K Investment Management, LLC 0.35% Reduce -4.4% 286,311 $40.8M
Bank of New York Mellon Corp 0.01% Reduce -5.2% 258,124 $36.7M
Northern Trust Corp. 0.01% Add +5.9% 229,596 $32.7M
Voya Investment Management LLC 0.04% Reduce -15.9% 228,112 $32.5M
Goldman Sachs Group Inc. 0.01% Add +53.2% 227,382 $32.4M
Morgan Stanley 0.00% Add +20.4% 220,594 $31.4M
Bank of America Corp. 0.00% Add +7.8% 217,059 $30.9M
Tributary Capital Management, LLC 2.27% Reduce -0.5% 204,847 $29.2M
Massachusetts Financial Services Co. 0.01% Reduce -2.7% 201,265 $28.7M
American Century Companies Inc. 0.02% Reduce -42.0% 198,903 $28.3M
Fiera Capital Corp 0.08% New 195,881 $27.9M
Bridgeway Capital Management, LLC 0.53% Reduce -1.4% 173,358 $24.7M
Thrivent Financial for Lutherans 0.04% Add +3.5% 164,934 $23.5M
Argent Capital Management LLC 0.60% Add +758.4% 151,004 $21.5M
Anchor Capital Management Company, LLC 19.36% No change 146,088 $20.8M
JPMorgan Chase & Co. 0.00% Reduce -25.1% 130,526 $18.6M
Royal Bank of Canada 0.00% Add +7.2% 125,818 $17.9M
Wasatch Advisors LP 0.09% Reduce -0.2% 125,202 $17.8M
Wells Fargo & Company 0.00% Reduce -7.9% 112,144 $16.0M
Principal Financial Group Inc. 0.01% Add +2.1% 111,952 $15.9M
Brightline Capital Management, LLC 6.25% New 104,000 $14.8M
Franklin Resources Inc. 0.00% Add +0.6% 100,183 $14.2M
Allspring Global Investments Holdings, LLC 0.02% Add +35.6% 97,414 $13.9M
Ameriprise Financial Inc. 0.00% Reduce -9.7% 94,251 $13.4M
Peregrine Capital Management LLC 0.40% Add +0.2% 93,071 $13.3M
Empowered Funds, LLC 0.21% Reduce -0.8% 92,281 $13.1M
Congress Asset Management Co. 0.09% Reduce -0.9% 90,164 $12.8M
Gendell Jeffrey L 0.40% No change 90,059 $12.8M
1ST Source Bank 0.71% Reduce -4.3% 88,767 $12.6M
Norges Bank 0.00% Reduce -12.5% 87,040 $12.4M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -53.0% 84,206 $12.0M
Timucuan Asset Management Inc. 0.36% No change 84,000 $12.0M
LSV Asset Management 0.03% Reduce -3.9% 83,870 $11.9M
Scout Investments, Inc. 0.30% Reduce -13.9% 79,398 $11.2M
Royce & Associates LP 0.10% Reduce -25.6% 76,195 $10.8M
NBW Capital LLC 1.94% Add +5.3% 72,308 $10.3M
Envestnet Asset Management Inc. 0.00% Add +49.0% 70,660 $10.1M
Rivermont Capital Management LP 4.20% Reduce -23.9% 62,551 $8.9M
Rhumbline Advisers 0.01% Reduce -0.8% 61,551 $8.8M
Nomura Holdings Inc. 0.07% Reduce -20.6% 60,946 $8.7M
Nuveen Asset Management, LLC 0.00% Reduce -0.8% 58,076 $8.3M
Legal & General Group Plc 0.00% Reduce -1.8% 56,754 $8.1M
Copeland Capital Management, LLC 0.14% New 56,685 $8.1M
New York State Common Retirement Fund 0.01% Add +498.1% 53,767 $7.7M
Eagle Asset Management Inc. 0.04% Reduce -19.8% 57,995 $7.3M
Public Sector Pension Investment Board 0.04% Add +2.6% 47,553 $6.8M
Chartwell Investment Partners, LLC 0.22% Reduce -10.1% 45,168 $6.4M
Man Group plc 0.02% Reduce -17.8% 43,400 $6.2M
Barclays PLC 0.00% Add +135.9% 43,128 $6.1M
Victory Capital Management Inc. 0.01% Add +16.1% 43,077 $6.1M
SG Capital Management LLC 0.87% New 42,445 $6.0M
Centaurus Financial, Inc. 0.38% Reduce -4.9% 42,345 $6.0M
Swiss National Bank 0.00% Reduce -0.7% 41,575 $5.9M
Turtle Creek Asset Management Inc. 0.14% New 41,500 $5.9M
O'shaughnessy Asset Management, LLC 0.05% Reduce -15.9% 40,956 $5.8M
Essex Investment Management Co. LLC 0.89% Reduce -28.3% 36,043 $5.1M
De Lisle Partners LLP 0.81% Add +30.3% 35,201 $5.0M
Citigroup Inc. 0.00% Add +66.7% 34,618 $4.9M
Ballast Asset Management, LP 2.44% Reduce -1.4% 33,539 $4.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -12.8% 32,616 $4.6M
CIBC Private Wealth Group LLC 0.01% Add +195.0% 30,611 $4.4M
Balyasny Asset Management L.P. 0.01% New 30,220 $4.3M
Intrinsic Edge Capital Management LLC 0.53% New 30,000 $4.3M
Citadel Advisors 0.00% Add +193.1% 29,503 $4.2M
Kennedy Capital Management LLC 0.09% Reduce -5.5% 27,057 $3.9M
Epoch Investment Partners, Inc. 0.02% Reduce -4.0% 26,661 $3.8M
Prudential Financial Inc. 0.00% Add +2.4% 23,863 $3.4M
Alliancebernstein L.P. 0.00% Reduce -59.6% 23,411 $3.3M
New York State Teachers Retirement System 0.01% Reduce -8.2% 22,473 $3.2M
First Trust Advisors LP 0.00% Add +13.8% 21,803 $3.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.1% 21,388 $3.0M
Intech Investment Management LLC 0.03% New 20,276 $2.9M
California State Teachers Retirement System 0.00% Reduce -3.0% 20,154 $2.9M
Janney Montgomery Scott LLC 0.01% Add +2.3% 20,137 $2.9M
Sei Investments Co. 0.00% Add +14.7% 20,012 $2.8M
State of Wisconsin Investment Board 0.01% Add +3.2% 19,357 $2.8M
ExodusPoint Capital Management, LP 0.03% New 19,119 $2.7M
AQR Capital Management 0.00% Reduce -13.2% 18,672 $2.7M
Advantage Alpha Capital Partners LP 0.58% New 17,876 $2.5M
Natixis Advisors, LLC 0.00% Add +16.6% 17,827 $2.5M
Benjamin Edwards Inc. 0.04% New 16,946 $2.4M
Foster & Motley Inc. 0.15% Reduce -4.5% 16,936 $2.4M
PDT Partners, LLC 0.21% No change 16,793 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Add +6.6% 16,513 $2.4M
Credit Agricole S A 0.01% No change 16,300 $2.3M
Prescott Group Capital Management, L.L.C. 0.29% Add +13.6% 14,030 $2.0M
Segall Bryant & Hamill, LLC 0.03% Reduce -71.1% 13,972 $2.0M
Ritholtz Wealth Management 0.06% Add +10.3% 13,852 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -1.5% 13,580 $1.9M
Comerica Bank 0.01% Add +10.6% 13,169 $1.9M
Deutsche Bank AG 0.00% Add +27.0% 13,024 $1.9M
NJ State Employees Deferred Compensation Plan 0.22% No change 13,000 $1.9M
Jane Street Group, LLC 0.00% Reduce -48.7% 12,811 $1.8M
State of Alaska, Department of Revenue 0.02% Add +3.4% 12,783 $1.8M
MetLife Investment Management, LLC 0.01% No change 12,470 $1.8M
Corebridge Financial, Inc. 0.01% Reduce -0.6% 12,432 $1.8M
Mariner, LLC 0.00% Add +9.9% 12,412 $1.8M
Teacher Retirement System of Texas 0.01% Reduce -14.8% 11,992 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +9.4% 11,817 $1.7M
Russell Investments Group, Ltd. 0.00% Add +7.3% 11,756 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.4% 11,438 $1.6M
KFG Wealth Management, LLC 0.35% Reduce -1.6% 11,370 $1.6M
BNP Paribas Financial Markets 0.00% Add +23.9% 11,273 $1.6M
Wedge Capital Management L L P 0.03% Add +8.1% 11,096 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -10.7% 10,951 $1.6M
Louisiana State Employees Retirement System 0.03% Add +1.9% 10,800 $1.5M
Nisa Investment Advisors, LLC 0.01% Add +0.3% 10,700 $1.5M
James Investment Research, Inc. 0.17% Reduce -0.0% 10,354 $1.5M
Legato Capital Management LLC 0.18% Reduce -27.3% 10,144 $1.4M
UBS Group AG 0.00% Reduce -26.9% 10,053 $1.4M
State of Tennessee, Department of Treasury 0.01% Reduce -7.4% 10,029 $1.4M
Danske Bank A/S 0.00% Reduce -6.6% 9,901 $1.4M
Aldebaran Capital, LLC 1.26% No change 9,684 $1.4M
Janus Henderson Group PLC 0.00% No change 9,577 $1.4M
Renaissance Technologies 0.00% Reduce -58.2% 9,261 $1.3M
Stifel Financial Corp. 0.00% Add +124.1% 9,015 $1.3M
Trust Point Inc. 0.10% Add +1.1% 8,964 $1.3M
Bridgewater Associates 0.01% Reduce -21.0% 8,784 $1.3M
Yousif Capital Management, LLC 0.01% Add +2.3% 8,630 $1.2M
Kornitzer Capital Management Inc. 0.02% Reduce -41.7% 8,400 $1.2M
Meritage Portfolio Management 0.07% Add +10.0% 8,344 $1.2M
LPL Financial LLC 0.00% Add +9.4% 8,136 $1.2M
Bokf, NA 0.02% Add +62.3% 7,866 $1.1M
Seven Eight Capital, LP 0.10% New 7,977 $1.1M
Convergence Investment Partners, LLC 0.30% New 7,698 $1.1M
Maryland State Retirement & Pension System 0.02% Add +3.0% 7,565 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +64.3% 7,553 $1.1M
Cambria Investment Management, L.P. 0.06% Reduce -11.9% 6,999 $996K
US Bancorp \de 0.00% Add +2.0% 6,871 $978K
Assetmark, Inc. 0.00% Add +1589.0% 6,587 $938K
Amalgamated Bank 0.01% Add +2.1% 6,573 $936K
WealthTrust Axiom LLC 0.27% Reduce -0.3% 6,512 $927K
SG Americas Securities, LLC 0.00% Add +34.2% 6,264 $892K
Arizona State Retirement System 0.01% Add +2.9% 6,128 $872K
First National Bank of Omaha 0.05% Reduce -3.4% 5,988 $853K
HRT Financial LP 0.00% New 5,990 $852K
Smith Group Asset Management, LLC 0.07% Add +25.7% 5,610 $799K
Vestcor Inc 0.02% Add +218.6% 5,324 $758K
Supplemental Annuity Collective Trust of NJ 0.22% No change 5,300 $755K
Oregon Public Employees Retirement Fund 0.01% Add +2.8% 5,251 $748K
Redmont Wealth Advisors LLC 1.11% Reduce -10.5% 5,004 $712K
Avantax Advisory Services, Inc. 0.00% Add +9.2% 4,990 $710K
Orion Porfolio Solutions, LLC 0.01% New 4,919 $700K
Orion Portfolio Solutions, LLC 0.01% New 4,919 $700K
New England Research & Management, Inc. 0.33% Reduce -11.3% 4,900 $698K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +5.5% 4,788 $682K
PNC Financial Services Group, Inc. 0.00% Add +0.8% 4,724 $672K
Commerce Bank 0.00% Reduce -2.6% 4,722 $672K
ProShare Advisors LLC 0.00% Add +39.1% 4,524 $644K
Inspire Advisors, LLC 0.08% Add +12.5% 4,463 $635K
Pitcairn Co. 0.04% Reduce -11.4% 4,422 $630K
Advisory Research Inc. 0.11% Reduce -3.0% 4,388 $625K
Readystate Asset Management LP 0.08% New 4,383 $624K
Versor Investments LP 0.10% Add +65.4% 4,300 $612K
Entropy Technologies, LP 0.06% Add +29.8% 3,922 $558K
Cetera Investment Advisers 0.00% Add +50.3% 3,832 $546K
Raymond James Financial Services Advisors, Inc. 0.00% New 3,799 $541K
Guggenheim Capital LLC 0.00% Add +94.3% 3,745 $533K
Yorktown Management & Research Co Inc 0.54% No change 3,700 $527K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,622 $516K
Envestnet Portfolio Solutions, Inc. 0.00% Add +17.3% 3,589 $511K
Gotham Asset Management 0.01% Reduce -13.5% 3,574 $509K
Raymond James & Associates 0.00% Add +1.9% 3,492 $497K
Mutual of America Capital Management LLC 0.01% Reduce -2.7% 3,369 $480K
Petrus Trust Company, LTA 0.05% Reduce -37.6% 3,324 $473K
Susquehanna International Group, LLP 0.00% Add +47.9% 3,300 $470K
HSBC Holdings PLC 0.00% Reduce -24.1% 3,301 $469K
Bright Futures Wealth Management, LLC. 0.23% New 3,477 $466K
Inspire Investing, LLC 0.05% Reduce -10.5% 3,272 $466K
MML Investors Services, LLC 0.00% Add +20.3% 3,243 $462K
Brown Advisory Inc. 0.00% No change 3,210 $457K
Wolverine Asset Management LLC 0.05% Reduce -27.3% 3,193 $455K
Pacific Ridge Capital Partners, LLC 0.11% Reduce -65.4% 3,145 $448K
Verition Fund Management LLC 0.00% New 2,935 $418K
Handelsbanken Fonder AB 0.00% No change 2,908 $414K
HighTower Advisors, LLC 0.00% New 2,867 $408K
Commonwealth Equity Services, LLC 0.00% Add +18.1% 2,839 $404K
Marshall Wace, LLP 0.00% New 2,800 $399K
Carmel Capital Partners, LLC 0.15% Reduce -9.2% 2,765 $394K
Xponance LLC 0.00% Add +27.4% 2,698 $384K
Oppenheimer Asset Management Inc. 0.00% New 2,525 $359K
Campbell & CO Investment Adviser LLC 0.03% Reduce -41.9% 2,465 $351K
One Wealth Advisors, LLC 0.05% Reduce -1.2% 2,464 $351K
Pictet Asset Management Holding SA 0.00% Add +1.4% 2,433 $346K
Praxis Investment Management Inc. 0.02% No change 2,420 $345K
Creative Planning 0.00% New 2,366 $337K
Kendall Capital Management 0.10% Reduce -9.6% 2,360 $336K
Bank of Montreal 0.00% Add +13.3% 2,293 $326K
F/m Investments LLC 0.01% New 2,267 $323K
Snowden Capital Advisors LLC 0.01% New 2,208 $314K
Ameritas Investment Partners, Inc. 0.01% No change 2,123 $302K
Heritage Family Offices, LLP 0.15% Reduce -1.1% 2,072 $295K
BTC Capital Management, Inc. 0.03% Reduce -15.1% 2,038 $290K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,910 $272K
Tidal Investments LLC 0.00% New 1,907 $271K
Millennium Management 0.00% Reduce -92.6% 1,890 $269K
Corient Private Wealth LP 0.00% New 1,845 $263K
State of Wyoming 0.04% Reduce -25.8% 1,813 $258K
Neuberger Berman Group LLC 0.00% New 1,756 $250K
Centiva Capital, LP 0.01% Reduce -57.6% 1,752 $249K
Evergreen Capital Management LLC 0.01% New 1,695 $241K
Crossmark Global Holdings, Inc. 0.00% New 1,660 $236K
Cresset Asset Management, LLC 0.00% New 1,602 $228K
Freedom Investment Management, Inc. 0.02% Reduce -16.9% 1,576 $224K
Atria Wealth Solutions, Inc. 0.00% New 1,565 $223K
Hancock Whitney Corp. 0.01% New 1,546 $220K
Clearstead Advisors, LLC 0.00% Add +5.5% 1,541 $219K
Cerity Partners LLC 0.00% New 1,451 $207K
DGS Capital Management, LLC 0.05% New 1,408 $200K
Ethic Inc. 0.01% Reduce -21.2% 1,677 $200K
Osaic Holdings, Inc. 0.00% Reduce -25.7% 1,355 $193K
Tower Research Capital LLC (TRC) 0.00% Reduce -63.0% 1,286 $183K
nVerses Capital, LLC 0.07% New 1,100 $157K
Eukles Asset Management 0.06% Reduce -19.8% 984 $140K
STRS Ohio 0.00% No change 900 $128K
Acadian Asset Management LLC 0.00% New 821 $116K
First Horizon Advisors, Inc. 0.00% Add +21.4% 788 $112K
IFP Advisors, Inc 0.00% Add +196.9% 769 $109K
Harvest Fund Management Co., Ltd 0.01% No change 670 $95K
KBC Group NV 0.00% No change 588 $84K
UMB Bank, n.a. 0.00% Add +176.6% 567 $81K
Bessemer Group Inc. 0.00% Add +2972.2% 553 $79K
Public Employees Retirement System of Ohio 0.00% Reduce -1.8% 546 $78K
Federated Hermes, Inc. 0.00% Add +46.8% 477 $68K
GAMMA Investing LLC 0.01% Add +76.2% 474 $67K
Global Retirement Partners, LLC 0.00% Reduce -0.2% 444 $63K
FinTrust Capital Advisors, LLC 0.01% No change 388 $55K
Jones Financial Companies LLLP 0.00% Add +113.4% 335 $48K
Sound Income Strategies, LLC 0.00% New 326 $46K
Nomura Asset Management Co. Ltd. 0.00% No change 230 $33K
Quadrant Capital Group LLC 0.00% No change 219 $31K
Key Financial Inc 0.01% No change 169 $24K
WealthCollab, LLC 0.01% No change 152 $22K
J.Safra Asset Management Corp 0.00% Add +793.3% 134 $19K
Ancora Advisors LLC 0.00% No change 117 $17K
Harbor Capital Advisors, Inc. 0.00% New 109 $16K
EverSource Wealth Advisors, LLC 0.00% No change 93 $13K
Principal Securities, Inc. 0.00% Add +117.5% 87 $12K
Mather Group, Llc. 0.00% Reduce -35.9% 75 $11K
Concourse Financial Group Securities, Inc. 0.00% Add +275.0% 75 $11K
Private Trust Co. NA 0.00% No change 74 $11K
Fifth Third Bancorp 0.00% Add +20.7% 70 $10K
Bell Investment Advisors, Inc 0.00% Add +6.5% 66 $9K
Smartleaf Asset Management LLC 0.00% Reduce -46.7% 65 $9K
Johnson Financial Group, Inc. 0.00% New 53 $8K
Financial Perspectives, Inc 0.00% No change 52 $7K
Park Place Capital Corp 0.00% Add +13.3% 51 $7K
Arax Advisory Partners 0.00% Add +206.3% 49 $7K
Cwm, LLC 0.00% Add +87.5% 45 $6K
Cetera Trust Company, N.A 0.00% No change 40 $6K
LGT Financial Advisors LLC 0.01% No change 36 $5K
Hexagon Capital Partners LLC 0.00% No change 36 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +20.0% 36 $5K
Allworth Financial LP 0.00% No change 34 $5K
First Financial Corp. 0.00% No change 32 $5K
Quarry LP 0.00% New 29 $4K
Rothschild Investment LLC 0.00% Add +80.0% 27 $4K
Versant Capital Management, Inc 0.00% No change 26 $4K
CBIZ Investment Advisory Services, LLC 0.00% New 25 $4K
Colonial Trust Co / SC 0.00% New 24 $3K
Wolff Wiese Magana LLC 0.00% New 22 $3K
Sterling Capital Management LLC 0.00% — 22 $3K
LRI Investments, LLC 0.00% New 24 $3K
Farther Finance Advisors, LLC 0.00% Add +183.3% 17 $2K
Farmers & Merchants Investments Inc. 0.00% No change 15 $2K
Hemington Wealth Management 0.00% New 18 $2K
Lanark Financial, Inc. 0.00% No change 19 $2K
Whittier Trust Co. of Nevada Inc. 0.00% New 13 $2K
Earned Wealth Advisors, LLC 0.00% New 12 $2K
GeoWealth Management, LLC 0.00% New 11 $2K
Signaturefd, LLC 0.00% No change 11 $2K
JFS Wealth Advisors, LLC 0.00% Add +12.5% 9 $1K
WR Wealth Planners, LLC 0.00% No change 9 $1K
Lindbrook Capital, LLC 0.00% Reduce -43.8% 9 $1K
Continuum Advisory, LLC 0.00% New 9 $1K
Blue Trust, Inc. 0.00% New 10 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +50.0% 6 $855
Huntington National Bank 0.00% No change 6 $854
Riverview Trust Co 0.00% New 5 $712
Abound Wealth Management 0.00% No change 4 $570
SJS Investment Consulting Inc. 0.00% Add +33.3% 4 $570
Larson Financial Group LLC 0.00% No change 3 $427
Cornerstone Planning Group LLC 0.00% New 3 $409
Mendota Financial Group, LLC 0.00% New 2 $285
TFC Financial Management, Inc. 0.00% No change 1 $143
Claris Advisors, LLC / Mo / 0.00% New 1 $142
Covestor Ltd 0.00% Add +200.0% 3 $0

"% of holder's portfolio" is PATK's weight in each manager's 13F, not the share of Patrick Industries Inc. the manager owns.