Patrick IndustriesPATK

13F holders, Q4 2024 (December 31)
303holders +2
37new positions
39sold out
6famous investors
$83.12avg. 13F price*

At the end of Q4 2024, 303 institutions reported holding Patrick Industries Inc. (PATK) in their 13F filings, up 2 from Q3 2024. 37 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($438.5M), FMR LLC ($246.1M) and Vanguard Group Inc. ($193.3M). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions37$97.8M
Exits39$174.5M

All 13F filers, Q3 2024 → Q4 2024: 4,756,262 shares bought and 4,710,281 shares sold, net +45,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 303 holders

BlackRock, Inc. 0.01% Reduce -2.0% 5,278,247 $438.5M
FMR LLC 0.01% Reduce -38.7% 2,962,622 $246.1M
Vanguard Group Inc. 0.00% Reduce -0.5% 2,326,262 $193.3M
Wellington Management Group LLP 0.03% Add +227.9% 2,027,708 $168.5M
Dimensional Fund Advisors LP 0.04% Reduce -1.0% 1,863,547 $154.8M
State Street Corp. 0.00% Add +5.3% 1,289,106 $107.1M
Capital World Investors 0.01% No change 944,319 $78.5M
Geode Capital Management, LLC 0.01% No change 779,223 $64.8M
Invesco Ltd. 0.01% Add +7.7% 709,140 $58.9M
Charles Schwab Investment Management Inc. 0.01% Add +3.5% 548,771 $45.6M
American Century Companies Inc. 0.02% Add +73.2% 516,767 $42.9M
Loomis Sayles & Co. L P 0.05% Reduce -2.8% 505,506 $42.0M
Macquarie Group Ltd. 0.05% Reduce -1.3% 489,573 $40.7M
T. Rowe Price Associates Inc. 0.00% Reduce -6.0% 470,718 $39.1M
Capital Research Global Investors 0.01% New 460,701 $38.3M
GW&K Investment Management, LLC 0.30% Reduce -2.6% 418,239 $34.7M
Goldman Sachs Group Inc. 0.01% Add +22.6% 418,041 $34.7M
Northern Trust Corp. 0.00% Add +20.2% 414,055 $34.4M
Copeland Capital Management, LLC 0.56% Add +324.3% 360,804 $30.0M
Nuveen Asset Management, LLC 0.01% Add +297.0% 345,815 $28.7M
Bank of New York Mellon Corp 0.01% Reduce -14.9% 329,617 $27.4M
Schroder Investment Management Group 0.03% New 321,628 $26.6M
Morgan Stanley 0.00% Reduce -3.4% 319,718 $26.6M
Tributary Capital Management, LLC 1.97% Reduce -0.1% 306,796 $25.5M
Massachusetts Financial Services Co. 0.01% Reduce -0.5% 300,254 $24.9M
Fiera Capital Corp 0.08% Reduce -2.3% 287,020 $23.8M
Thrivent Financial for Lutherans 0.04% Add +12.2% 277,477 $23.1M
Bank of America Corp. 0.00% Reduce -17.8% 267,786 $22.2M
Franklin Resources Inc. 0.01% Add +74.2% 261,817 $21.8M
Anchor Capital Management Company, LLC 17.53% Add +11.4% 244,132 $20.3M
Bridgeway Capital Management, LLC 0.45% Reduce -7.8% 239,782 $19.9M
Voya Investment Management LLC 0.02% Reduce -31.7% 233,556 $19.4M
Argent Capital Management LLC 0.53% Reduce -0.8% 224,636 $18.7M
Raymond James Financial Inc. 0.01% — 204,415 $17.0M
JPMorgan Chase & Co. 0.00% Add +2.5% 200,706 $16.7M
Royal Bank of Canada 0.00% No change 188,869 $15.7M
Principal Financial Group Inc. 0.01% Add +3.5% 173,819 $14.4M
Wells Fargo & Company 0.00% Add +2.5% 172,485 $14.3M
Wasatch Advisors LP 0.07% Reduce -10.4% 168,191 $14.0M
SG Capital Management LLC 1.49% Add +156.9% 163,548 $13.6M
Empowered Funds, LLC 0.18% Add +7.6% 148,911 $12.4M
Rivermont Capital Management LP 4.63% Add +57.6% 147,899 $12.3M
Congress Asset Management Co. 0.08% Add +7.2% 144,999 $12.0M
Peregrine Capital Management LLC 0.35% Add +1.8% 142,159 $11.8M
Envestnet Asset Management Inc. 0.00% Add +30.7% 138,518 $11.5M
1ST Source Bank 0.63% Reduce -1.1% 131,650 $10.9M
Timucuan Asset Management Inc. 0.32% No change 126,000 $10.5M
UBS Group AG 0.00% Add +727.6% 124,799 $10.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -15.2% 123,972 $10.2M
Point72 Asset Management 0.03% New 122,419 $10.2M
Twin Lions Management LLC 9.61% — 119,173 $9.9M
Nomura Holdings Inc. 0.05% Add +17.7% 107,632 $8.9M
NBW Capital LLC 1.65% Reduce -1.2% 107,192 $8.9M
Gendell Jeffrey L 0.27% Reduce -22.2% 105,088 $8.7M
Sei Investments Co. 0.01% Add +220.6% 96,245 $8.0M
HRT Financial LP 0.04% Add +952.3% 94,548 $7.9M
Rhumbline Advisers 0.01% Add +2.1% 94,291 $7.8M
Norges Bank 0.00% Reduce -31.1% 90,013 $7.5M
Neuberger Berman Group LLC 0.01% Add +3238.7% 87,940 $7.3M
Royce & Associates LP 0.07% Reduce -25.2% 85,536 $7.1M
Legal & General Group Plc 0.00% Add +0.5% 85,534 $7.1M
Ameriprise Financial Inc. 0.00% Reduce -40.7% 83,861 $7.0M
Public Sector Pension Investment Board 0.03% Add +17.4% 83,709 $7.0M
New York State Common Retirement Fund 0.01% No change 80,649 $6.7M
WINTON GROUP Ltd 0.42% New 75,824 $6.3M
Kennedy Capital Management LLC 0.13% Add +75.5% 71,217 $5.9M
Turtle Creek Asset Management Inc. 0.15% Add +9.4% 68,100 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +36.3% 66,698 $5.5M
Balyasny Asset Management L.P. 0.01% Add +45.0% 65,737 $5.5M
Barclays PLC 0.00% Add +1.1% 65,374 $5.4M
Swiss National Bank 0.00% Add +0.7% 62,812 $5.2M
State of Wisconsin Investment Board 0.01% Add +110.9% 61,242 $5.1M
Centaurus Financial, Inc. 0.30% Reduce -8.1% 58,347 $4.8M
Citigroup Inc. 0.00% Add +9.3% 56,752 $4.7M
Weiss Asset Management LP 0.14% New 56,167 $4.7M
ExodusPoint Capital Management, LP 0.05% Add +91.2% 54,833 $4.6M
De Lisle Partners LLP 0.64% No change 52,801 $4.4M
Prudential Financial Inc. 0.01% Reduce -5.0% 33,989 $4.4M
Epoch Investment Partners, Inc. 0.02% Add +29.7% 51,872 $4.3M
Ballast Asset Management, LP 2.00% Reduce -3.4% 48,613 $4.0M
O'shaughnessy Asset Management, LLC 0.03% Reduce -21.0% 48,558 $4.0M
Essex Investment Management Co. LLC 0.72% Reduce -10.4% 48,432 $4.0M
Millennium Management 0.00% Add +1602.4% 48,262 $4.0M
CIBC Private Wealth Group LLC 0.01% No change 45,915 $3.8M
Citadel Advisors 0.00% Add +1.1% 44,733 $3.7M
Victory Capital Management Inc. 0.00% Reduce -34.3% 42,438 $3.5M
Squarepoint Ops LLC 0.01% New 38,978 $3.2M
F/m Investments LLC 0.12% Add +1038.4% 38,712 $3.2M
Alliancebernstein L.P. 0.00% Reduce -3.2% 33,990 $2.8M
Stifel Financial Corp. 0.00% Add +147.8% 33,508 $2.8M
New York State Teachers Retirement System 0.01% Reduce -0.8% 33,434 $2.8M
Natixis Advisors, LLC 0.01% Add +23.4% 32,997 $2.7M
CANADA LIFE ASSURANCE Co 0.00% No change 32,082 $2.7M
Marshall Wace, LLP 0.00% Add +615.5% 30,051 $2.5M
California State Teachers Retirement System 0.00% Reduce -1.2% 29,878 $2.5M
Man Group plc 0.01% Reduce -54.3% 29,747 $2.5M
Janney Montgomery Scott LLC 0.01% Reduce -2.0% 29,608 $2.5M
Deutsche Bank AG 0.00% Add +45.6% 28,445 $2.4M
Susquehanna International Group, LLP 0.00% Add +448.0% 27,126 $2.3M
Intech Investment Management LLC 0.02% Reduce -12.1% 26,731 $2.2M
Benjamin Edwards Inc. 0.03% Add +3.2% 26,236 $2.2M
Advantage Alpha Capital Partners LP 0.51% Reduce -3.5% 25,885 $2.2M
Prescott Group Capital Management, L.L.C. 0.29% Add +21.4% 25,545 $2.1M
First Trust Advisors LP 0.00% Reduce -23.8% 24,915 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 24,768 $2.1M
Jane Street Group, LLC 0.00% Add +25.0% 24,027 $2.0M
Foster & Motley Inc. 0.13% Reduce -6.6% 23,738 $2.0M
Comerica Bank 0.01% Add +10.6% 21,837 $1.8M
AQR Capital Management 0.00% Reduce -23.7% 21,381 $1.8M
Ritholtz Wealth Management 0.05% Add +2.6% 21,320 $1.8M
Allianz Asset Management GmbH 0.00% New 20,788 $1.7M
MetLife Investment Management, LLC 0.01% Add +5.8% 19,795 $1.6M
NJ State Employees Deferred Compensation Plan 0.20% No change 19,500 $1.6M
Mariner, LLC 0.00% Add +4.3% 19,414 $1.6M
Wedge Capital Management L L P 0.03% Add +15.2% 19,178 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -0.6% 19,068 $1.6M
Russell Investments Group, Ltd. 0.00% Add +7.7% 18,992 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -7.5% 18,846 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.1% 18,451 $1.5M
Engineers Gate Manager LP 0.03% New 18,203 $1.5M
Segall Bryant & Hamill, LLC 0.02% Reduce -14.9% 17,838 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +8.5% 17,826 $1.5M
Corebridge Financial, Inc. 0.01% Reduce -7.3% 17,296 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.8% 17,028 $1.4M
Louisiana State Employees Retirement System 0.03% No change 16,200 $1.3M
Nisa Investment Advisors, LLC 0.01% Add +0.3% 16,091 $1.3M
LPL Financial LLC 0.00% Add +30.6% 15,942 $1.3M
James Investment Research, Inc. 0.15% No change 15,529 $1.3M
Janus Henderson Group PLC 0.00% No change 14,365 $1.2M
Aldebaran Capital, LLC 1.13% Reduce -1.4% 14,319 $1.2M
Meritage Portfolio Management 0.07% Add +9.6% 13,712 $1.1M
Twinbeech Capital LP 0.02% New 13,559 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -1.9% 12,700 $1.1M
Kornitzer Capital Management Inc. 0.02% No change 12,600 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -16.4% 12,580 $1.0M
Bokf, NA 0.02% Add +2.3% 12,073 $1.0M
Vestcor Inc 0.03% Add +46.9% 11,733 $975K
Legato Capital Management LLC 0.13% Reduce -23.7% 11,611 $965K
Danske Bank A/S 0.00% Reduce -22.8% 11,466 $953K
Maryland State Retirement & Pension System 0.02% Reduce -0.8% 11,261 $936K
Amalgamated Bank 0.01% Add +0.1% 9,872 $820K
Assetmark, Inc. 0.00% Reduce -0.6% 9,826 $816K
ProShare Advisors LLC 0.00% Add +44.2% 9,788 $813K
WealthTrust Axiom LLC 0.24% No change 9,767 $811K
Arizona State Retirement System 0.00% Add +0.9% 9,271 $770K
Avantax Advisory Services, Inc. 0.00% Add +22.9% 9,199 $764K
Smith Group Asset Management, LLC 0.05% Add +1.0% 8,497 $706K
KFG Wealth Management, LLC 0.13% Reduce -50.5% 8,436 $701K
First National Bank of Omaha 0.04% Reduce -9.0% 8,175 $679K
Supplemental Annuity Collective Trust of NJ 0.19% No change 7,950 $660K
Oregon Public Employees Retirement Fund 0.01% No change 7,877 $654K
Versor Investments LP 0.11% Add +18.7% 7,654 $636K
Forge First Asset Management Inc. 0.23% New 7,600 $632K
Redmont Wealth Advisors LLC 1.09% Add +1.1% 7,585 $630K
Trust Point Inc. 0.04% Reduce -45.5% 7,325 $607K
Tudor Investment Corporation 0.01% New 7,280 $605K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 7,173 $596K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -37.5% 7,079 $588K
Commerce Bank 0.00% Reduce -0.8% 7,023 $583K
New England Research & Management, Inc. 0.30% Reduce -4.6% 7,011 $582K
Police & Firemen's Retirement System of New Jersey 0.01% — 6,898 $573K
Pitcairn Co. 0.03% Add +0.7% 6,678 $555K
Advisory Research Inc. 0.09% Add +0.5% 6,614 $549K
KLP Kapitalforvaltning As 0.00% — 6,600 $548K
Bright Futures Wealth Management, LLC. 0.49% Add +10.7% 5,771 $545K
PNC Financial Services Group, Inc. 0.00% Reduce -9.0% 6,450 $536K
Verition Fund Management LLC 0.00% Add +45.6% 6,411 $533K
MML Investors Services, LLC 0.00% Add +29.2% 6,287 $522K
US Bancorp \de 0.00% Reduce -41.0% 6,085 $506K
Snowden Capital Advisors LLC 0.02% Add +79.8% 5,956 $495K
Yorktown Management & Research Co Inc 0.44% No change 5,550 $461K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.0% 5,547 $461K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,433 $451K
LSV Asset Management 0.00% Reduce -95.7% 5,402 $449K
Gotham Asset Management 0.00% Reduce -0.1% 5,354 $445K
Orion Porfolio Solutions, LLC 0.00% Reduce -28.4% 5,279 $439K
Orion Portfolio Solutions, LLC 0.00% Reduce -28.4% 5,279 $439K
Inspire Investing, LLC 0.05% Add +7.5% 5,276 $438K
Mutual of America Capital Management LLC 0.00% Add +0.7% 5,090 $423K
BNP Paribas Financial Markets 0.00% Reduce -70.2% 5,034 $418K
Brown Advisory Inc. 0.00% Add +0.5% 4,837 $402K
PDT Partners, LLC 0.03% Reduce -81.5% 4,668 $388K
Cetera Investment Advisers 0.00% Reduce -20.8% 4,551 $378K
Aquatic Capital Management LLC 0.01% New 4,548 $378K
Atom Investors LP 0.05% New 4,485 $373K
HighTower Advisors, LLC 0.00% Add +3.9% 4,470 $371K
HSBC Holdings PLC 0.00% Reduce -11.4% 4,385 $367K
Handelsbanken Fonder AB 0.00% No change 4,361 $362K
Two Sigma Securities, LLC 0.06% New 4,021 $334K
Bank of Montreal 0.00% Add +12.5% 3,868 $321K
Creative Planning 0.00% Add +7.9% 3,828 $318K
Pictet Asset Management Holding SA 0.00% No change 3,649 $303K
Commonwealth Equity Services, LLC 0.00% Reduce -15.4% 3,602 $299K
Ethic Inc. 0.01% Add +41.7% 3,564 $296K
Cambria Investment Management, L.P. 0.02% Reduce -66.6% 3,504 $291K
Elevation Point Wealth Partners, LLC 0.02% New 3,481 $289K
Ameritas Investment Partners, Inc. 0.01% Add +6.5% 3,390 $282K
Bessemer Group Inc. 0.00% Add +292.8% 3,258 $271K
Inceptionr LLC 0.06% New 3,203 $266K
Pacific Ridge Capital Partners, LLC 0.06% Reduce -34.5% 3,089 $257K
Xponance LLC 0.00% Reduce -24.1% 3,070 $255K
Heritage Family Offices, LLP 0.13% Reduce -1.4% 3,066 $255K
Oppenheimer Asset Management Inc. 0.00% Reduce -19.1% 3,065 $255K
Cibc World Markets Corp. 0.00% New 3,032 $252K
Kendall Capital Management 0.07% Reduce -15.9% 2,977 $247K
Quadrature Capital Ltd 0.00% New 2,950 $245K
BTC Capital Management, Inc. 0.02% Reduce -6.3% 2,865 $237K
Brevan Howard Capital Management LP 0.01% New 2,735 $227K
Freedom Investment Management, Inc. 0.02% Add +15.6% 2,733 $227K
Park Avenue Securities LLC 0.00% New 2,614 $217K
Evergreen Capital Management LLC 0.01% Add +0.1% 2,546 $212K
One Wealth Advisors, LLC 0.03% Reduce -31.6% 2,527 $210K
Hancock Whitney Corp. 0.01% Add +8.2% 2,509 $208K
Corient Private Wealth LP 0.00% Reduce -9.4% 2,506 $208K
Inspire Advisors, LLC 0.02% Reduce -63.8% 2,421 $201K
Clearstead Advisors, LLC 0.00% No change 2,311 $192K
State of Wyoming 0.02% Reduce -29.7% 1,912 $159K
Osaic Holdings, Inc. 0.00% Reduce -10.9% 1,811 $151K
Point72 (DIFC) Ltd 0.01% New 1,710 $142K
KBC Group NV 0.00% Add +78.9% 1,578 $131K
Eukles Asset Management 0.05% Reduce -6.6% 1,378 $114K
First Horizon Advisors, Inc. 0.00% Reduce -2.4% 1,154 $96K
IFP Advisors, Inc 0.00% Reduce -9.5% 1,044 $87K
Venturi Wealth Management, LLC 0.00% New 1,035 $86K
Public Employees Retirement System of Ohio 0.00% No change 819 $68K
UMB Bank, n.a. 0.00% Reduce -9.9% 766 $64K
GAMMA Investing LLC 0.01% Add +7.5% 764 $63K
Global Retirement Partners, LLC 0.00% Reduce -3.5% 643 $53K
Tower Research Capital LLC (TRC) 0.00% Reduce -66.8% 640 $53K
Quent Capital, LLC 0.01% New 634 $53K
Investment Management Corp. /Va/ 0.05% — 630 $52K
Smartleaf Asset Management LLC 0.01% Add +508.2% 593 $49K
Federated Hermes, Inc. 0.00% Reduce -19.8% 574 $48K
Caitong International Asset Management Co., Ltd 0.04% — 553 $46K
Concourse Financial Group Securities, Inc. 0.00% Add +209.3% 348 $33K
Nomura Asset Management Co. Ltd. 0.00% Reduce -0.3% 344 $29K
Quadrant Capital Group LLC 0.00% Reduce -0.1% 328 $27K
Jones Financial Companies LLLP 0.00% Reduce -37.1% 316 $26K
Covestor Ltd 0.02% Add +6900.0% 315 $26K
Kestra Investment Management, LLC 0.00% New 305 $25K
High Note Wealth, LLC 0.01% New 281 $23K
Key Financial Inc 0.00% Reduce -0.2% 253 $21K
Clark Wealth Partners 0.02% — 247 $21K
Arax Advisory Partners 0.00% Add +211.6% 229 $19K
WealthCollab, LLC 0.01% Reduce -0.4% 227 $19K
CBIZ Investment Advisory Services, LLC 0.00% Add +438.7% 202 $17K
Principal Securities, Inc. 0.00% Add +44.8% 189 $16K
Harbor Capital Advisors, Inc. 0.00% Add +13.8% 186 $15K
Ancora Advisors LLC 0.00% Reduce -0.3% 175 $15K
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 172 $14K
Smithfield Trust Co 0.00% New 159 $13K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.4% 139 $12K
Cwm, LLC 0.00% Add +91.1% 129 $11K
Mather Group, Llc. 0.00% Reduce -0.4% 112 $9K
Private Trust Co. NA 0.00% No change 111 $9K
Ameriflex Group, Inc. 0.00% — 94 $9K
Fifth Third Bancorp 0.00% Add +2.9% 108 $9K
Retirement Wealth Solutions LLC 0.01% — 90 $8K
Financial Perspectives, Inc 0.00% No change 78 $7K
Northwestern Mutual Wealth Management Co. 0.00% New 77 $6K
Johnson Financial Group, Inc. 0.00% Reduce -22.0% 62 $6K
Bell Investment Advisors, Inc 0.00% Reduce -27.3% 72 $6K
Park Place Capital Corp 0.00% Reduce -12.4% 67 $6K
Allworth Financial LP 0.00% Add +9.8% 56 $5K
Cetera Trust Company, N.A 0.00% No change 60 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.6% 57 $5K
LGT Financial Advisors LLC 0.01% No change 54 $4K
Hexagon Capital Partners LLC 0.00% No change 54 $4K
Geneos Wealth Management Inc. 0.00% New 37 $3K
Rothschild Investment LLC 0.00% Reduce -13.6% 35 $3K
Colonial Trust Co / SC 0.00% Reduce -2.8% 35 $3K
LRI Investments, LLC 0.00% Reduce -2.8% 35 $3K
Wolff Wiese Magana LLC 0.00% No change 33 $3K
Sterling Capital Management LLC 0.00% No change 33 $3K
Wilmington Savings Fund Society, FSB 0.00% New 24 $2K
Parallel Advisors, LLC 0.00% New 24 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -2.2% 22 $2K
Bogart Wealth, LLC 0.00% New 20 $2K
Signaturefd, LLC 0.00% Add +15.2% 19 $2K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -2.6% 19 $2K
NFSG Corp 0.00% New 18 $1K
GeoWealth Management, LLC 0.00% Add +3.0% 17 $1K
JFS Wealth Advisors, LLC 0.00% Add +11.1% 15 $1K
Cullen/Frost Bankers, Inc. 0.00% New 15 $1K
Huntington National Bank 0.00% Add +55.6% 14 $1K
WR Wealth Planners, LLC 0.00% Reduce -3.7% 13 $1K
Lindbrook Capital, LLC 0.00% Reduce -3.7% 13 $1K
Continuum Advisory, LLC 0.00% Reduce -3.7% 13 $1K
Hemington Wealth Management 0.00% Reduce -14.8% 23 $1K
Steward Partners Investment Advisory, LLC 0.00% New 12 $997
Van Hulzen Asset Management, LLC 0.00% New 9 $748
DiNuzzo Private Wealth, Inc. 0.00% Reduce -33.3% 6 $499
WPG Advisers, LLC 0.00% — 6 $498
Cornerstone Planning Group LLC 0.00% Reduce -11.1% 4 $390
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 4 $333
Larson Financial Group LLC 0.00% Reduce -11.1% 4 $332
Transce3nd, LLC 0.00% — 3 $253
Abound Wealth Management 0.00% Reduce -50.0% 3 $250
Farther Finance Advisors, LLC 0.00% Reduce -88.2% 3 $249
TFC Financial Management, Inc. 0.00% Reduce -33.3% 1 $84
Parkworth Wealth Management, Inc. 0.00% — 1 $83
SBI Securities Co., Ltd. 0.00% — 1 $83
Global Financial Private Client, LLC 0.00% New 1 $83

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