Patrick IndustriesPATK
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $93.2M |
| Exits | 19 | $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.