Patrick IndustriesPATK
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 342 institutions reported holding Patrick Industries Inc. (PATK) in their 13F filings, up 7 from Q4 2025. 41 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($529.2M), FMR LLC ($397.8M) and Wellington Management Group LLP ($194.9M). 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Patrick Industries Inc.
- CUSIP
- 703343103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $64.5M |
| Exits | 32 | $33.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,200,261 shares bought and 2,429,418 shares sold, net −229,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| BlackRock, Inc. | 0.01% | Reduce -0.5% | 4,764,536 | $529.2M |
| FMR LLC | 0.02% | Reduce -6.1% | 3,581,327 | $397.8M |
| Wellington Management Group LLP | 0.04% | Reduce -20.9% | 1,754,496 | $194.9M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.2% | 1,451,214 | $161.2M |
| Vanguard Capital Management LLC | 0.00% | — | 1,432,553 | $159.1M |
| Capital Research Global Investors | 0.02% | Add +19.6% | 1,360,530 | $151.1M |
| Capital World Investors | 0.02% | No change | 1,284,401 | $142.7M |
| State Street Corp. | 0.00% | Add +1.2% | 1,250,577 | $138.9M |
| Invesco Ltd. | 0.01% | Add +98.5% | 939,825 | $104.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.3% | 816,897 | $90.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 774,396 | $86.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -5.2% | 709,989 | $78.9M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +16.0% | 651,926 | $72.4M |
| Silvercrest Asset Management Group LLC | 0.52% | Add +0.9% | 646,509 | $71.8M |
| Bank of New York Mellon Corp | 0.01% | Add +5.1% | 644,292 | $71.6M |
| Franklin Resources Inc. | 0.02% | Reduce -4.8% | 621,258 | $69.0M |
| Copeland Capital Management, LLC | 1.39% | Add +17.6% | 563,507 | $62.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 511,204 | $56.8M |
| Nomura Asset Management International Inc. | 0.09% | Add +6.6% | 472,799 | $52.5M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -7.7% | 450,224 | $50.0M |
| Schroder Investment Management Group | 0.04% | Add +16.4% | 458,701 | $48.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -23.3% | 401,107 | $44.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.4% | 398,486 | $44.3M |
| Morgan Stanley | 0.00% | Reduce -12.9% | 395,971 | $44.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.3% | 391,069 | $43.4M |
| Fiera Capital Corp | 0.14% | Add +2.7% | 376,631 | $41.8M |
| Bank of America Corp. | 0.00% | Add +6.1% | 351,239 | $39.0M |
| GW&K Investment Management, LLC | 0.33% | Reduce -2.4% | 340,678 | $37.8M |
| Nuveen, LLC | 0.01% | Reduce -25.4% | 312,517 | $34.7M |
| Kennedy Capital Management LLC | 0.56% | Reduce -1.2% | 236,113 | $26.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 229,154 | $25.5M |
| Driehaus Capital Management LLC | 0.18% | New | 220,415 | $24.5M |
| Argent Capital Management LLC | 0.76% | Reduce -1.3% | 216,336 | $24.0M |
| Lodge Hill Capital, LLC | 4.40% | Add +13.9% | 205,000 | $22.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.1% | 210,172 | $22.5M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 202,250 | $21.4M |
| Bessemer Group Inc. | 0.03% | Add +24.3% | 186,271 | $20.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.9% | 182,327 | $20.3M |
| Thrivent Financial for Lutherans | 0.04% | Add +9.6% | 180,787 | $20.1M |
| UBS Group AG | 0.00% | Reduce -40.5% | 179,643 | $20.0M |
| Wells Fargo & Company | 0.00% | Reduce -13.9% | 178,456 | $19.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.8% | 172,787 | $19.2M |
| American Century Companies Inc. | 0.01% | Reduce -25.2% | 154,816 | $17.2M |
| Congress Asset Management Co. | 0.12% | Add +15.1% | 152,956 | $17.0M |
| Sei Investments Co. | 0.02% | Add +44.4% | 150,313 | $16.7M |
| Watchtower Advisors, LP | 11.82% | No change | 150,000 | $16.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 149,466 | $16.6M |
| Timucuan Asset Management Inc. | 0.60% | Add +7.3% | 146,000 | $16.2M |
| Peregrine Capital Management LLC | 0.56% | Reduce -4.1% | 136,250 | $15.1M |
| Tributary Capital Management, LLC | 1.37% | Reduce -12.1% | 127,228 | $14.1M |
| Public Sector Pension Investment Board | 0.04% | Add +3.4% | 119,020 | $13.2M |
| Public Employees Retirement Association of Colorado | 0.05% | Add +5065.6% | 114,211 | $12.7M |
| Gendell Jeffrey L | 0.16% | No change | 105,088 | $11.7M |
| 1ST Source Bank | 0.58% | No change | 100,650 | $11.2M |
| Segall Bryant & Hamill, LLC | 0.16% | Reduce -4.9% | 97,809 | $10.9M |
| Rhumbline Advisers | 0.01% | Add +1.7% | 93,534 | $10.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -13.6% | 88,807 | $9.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.5% | 86,072 | $9.6M |
| Nomura Holdings Inc. | 0.08% | Reduce -3.6% | 81,533 | $9.1M |
| Legal & General Group Plc | 0.00% | Reduce -11.5% | 68,157 | $7.6M |
| Waverly Advisors, LLC | 0.06% | Reduce -23.1% | 67,345 | $7.5M |
| Swiss National Bank | 0.00% | No change | 62,412 | $6.9M |
| Castleark Management LLC | 0.23% | Add +15.5% | 62,180 | $6.9M |
| Wasatch Advisors LP | 0.05% | Reduce -2.4% | 62,092 | $6.9M |
| De Lisle Partners LLP | 0.82% | No change | 61,982 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +32.6% | 61,538 | $6.8M |
| Victory Capital Management Inc. | 0.00% | Add +7.1% | 59,512 | $6.6M |
| Mairs & Power Inc. | 0.07% | Add +9.2% | 57,894 | $6.4M |
| Aberdeen Group plc | 0.01% | New | 56,852 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.1% | 55,916 | $6.2M |
| Atom Investors LP | 0.44% | Reduce -18.1% | 54,933 | $6.1M |
| Centaurus Financial, Inc. | 0.28% | Reduce -2.0% | 52,991 | $5.9M |
| Financial Consulate, Inc. | 0.73% | No change | 52,645 | $5.8M |
| Ballast Asset Management, LP | 2.46% | Add +2.5% | 49,759 | $5.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -14.8% | 49,621 | $5.5M |
| Royal Bank of Canada | 0.00% | Reduce -44.2% | 49,334 | $5.5M |
| Jane Street Group, LLC | 0.01% | New | 48,866 | $5.4M |
| STRS Ohio | 0.02% | Add +17.1% | 48,000 | $5.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | New | 47,000 | $5.2M |
| Essex Investment Management Co. LLC | 0.81% | Add +0.6% | 46,228 | $5.1M |
| Emerald Investment Advisers, LLC | 0.43% | — | 43,340 | $4.8M |
| Turtle Creek Asset Management Inc. | 0.17% | Reduce -9.5% | 41,850 | $4.6M |
| Campbell & CO Investment Adviser LLC | 0.26% | Reduce -4.5% | 40,970 | $4.6M |
| Millennium Management | 0.00% | Add +397.7% | 38,366 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +24.6% | 37,998 | $4.2M |
| Alyeska Investment Group, L.P. | 0.01% | New | 36,150 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 34,827 | $3.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -41.7% | 34,132 | $3.9M |
| Prudential Financial Inc. | 0.00% | Add +8.9% | 33,839 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.5% | 33,503 | $3.6M |
| Nicholas Investment Partners, LP | 0.29% | Reduce -33.0% | 32,123 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -10.1% | 30,260 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +11.7% | 29,810 | $3.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 29,164 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.6% | 28,933 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +659.1% | 28,801 | $3.2M |
| Squarepoint Ops LLC | 0.01% | New | 27,514 | $3.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -6.4% | 26,484 | $2.9M |
| Lisanti Capital Growth, LLC | 0.72% | Add +78.3% | 25,620 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.2% | 25,607 | $2.8M |
| Prescott Group Capital Management, L.L.C. | 0.28% | No change | 25,545 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +1.3% | 25,146 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Add +228.6% | 25,059 | $2.8M |
| Benjamin Edwards Inc. | 0.03% | Reduce -7.2% | 24,265 | $2.7M |
| Legato Capital Management LLC | 0.24% | Reduce -9.0% | 23,894 | $2.7M |
| Barclays PLC | 0.00% | Reduce -60.6% | 22,748 | $2.5M |
| Credit Agricole S A | 0.01% | New | 22,000 | $2.4M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Reduce -17.4% | 21,760 | $2.4M |
| Point72 Asset Management | 0.00% | Add +333.6% | 21,214 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -5.3% | 21,048 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -15.3% | 20,585 | $2.3M |
| Creative Planning | 0.00% | Add +49.4% | 20,390 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.5% | 20,222 | $2.2M |
| XTX Topco Ltd | 0.04% | Add +501.4% | 20,049 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -13.7% | 18,961 | $2.1M |
| Empowered Funds, LLC | 0.01% | New | 18,761 | $2.1M |
| James Investment Research, Inc. | 0.23% | Add +0.1% | 18,229 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Add +6.6% | 18,206 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.4% | 17,682 | $2.0M |
| Hodges Capital Management Inc. | 0.16% | New | 17,600 | $2.0M |
| Vestcor Inc | 0.05% | Add +54.3% | 16,918 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -24.9% | 16,558 | $1.8M |
| WCG Wealth Advisors LLC | 0.05% | Add +8.8% | 16,474 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.5% | 16,423 | $1.8M |
| Citizens Financial Group Inc. | 0.03% | Add +0.1% | 16,261 | $1.8M |
| Foster & Motley Inc. | 0.09% | Reduce -3.1% | 16,043 | $1.8M |
| Great Lakes Advisors, LLC | 0.01% | Add +68.0% | 15,613 | $1.7M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.1% | 15,555 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.0% | 15,470 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 15,427 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 15,275 | $1.7M |
| PDT Partners, LLC | 0.10% | No change | 15,251 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.1% | 15,244 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.6% | 14,800 | $1.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -58.6% | 14,365 | $1.6M |
| HighRoad Wealth Advisors, LLC | 1.55% | No change | 14,300 | $1.6M |
| Aldebaran Capital, LLC | 1.18% | No change | 13,872 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +170.7% | 13,721 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -1.3% | 13,718 | $1.5M |
| AQR Capital Management | 0.00% | Add +21.4% | 13,638 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -30.1% | 13,350 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Reduce -95.0% | 12,974 | $1.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -49.1% | 12,778 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +341.4% | 12,700 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +2460.9% | 11,780 | $1.3M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -11.0% | 11,261 | $1.3M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -20.5% | 11,208 | $1.2M |
| KFG Wealth Management, LLC | 0.16% | Add +8.2% | 11,115 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +31.5% | 10,005 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | New | 9,980 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 9,944 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -7.2% | 9,712 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -0.9% | 9,555 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +2.2% | 9,461 | $1.1M |
| FIL Ltd | 0.00% | New | 9,189 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +1.7% | 9,182 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 8,968 | $996K |
| Ritholtz Wealth Management | 0.02% | Add +0.5% | 8,905 | $989K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.1% | 8,890 | $987K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +23.7% | 8,782 | $975K |
| TD Asset Management Inc | 0.00% | Add +23.1% | 8,772 | $974K |
| Arizona State Retirement System | 0.01% | Reduce -1.3% | 8,683 | $964K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.7% | 8,253 | $917K |
| Jefferies Financial Group Inc. | 0.01% | Add +313.8% | 8,242 | $915K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 8,229 | $914K |
| Advisory Research Inc. | 0.11% | Add +4.0% | 8,119 | $902K |
| WealthTrust Axiom LLC | 0.22% | No change | 8,080 | $897K |
| Gotham Asset Management | 0.00% | Add +57.8% | 7,880 | $875K |
| Cetera Investment Advisers | 0.00% | Reduce -27.3% | 7,776 | $864K |
| Aristeia Capital, L.L.C. | 0.03% | New | 7,775 | $864K |
| Intech Investment Management LLC | 0.01% | Reduce -47.6% | 7,701 | $855K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 7,675 | $852K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 7,576 | $841K |
| Jones Financial Companies LLLP | 0.00% | Add +872.7% | 7,791 | $837K |
| Captrust Financial Advisors | 0.00% | Add +69.6% | 7,366 | $818K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 7,364 | $818K |
| Quadrant Capital Group LLC | 0.02% | No change | 7,219 | $802K |
| KLP Kapitalforvaltning As | 0.00% | Add +2.9% | 6,999 | $777K |
| Calamos Advisors LLC | 0.00% | New | 6,990 | $776K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.7% | 6,861 | $762K |
| HighTower Advisors, LLC | 0.00% | Add +33.9% | 6,149 | $683K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +156.6% | 6,037 | $671K |
| Factor Wealth Management LTD | 0.12% | Add +141.4% | 5,945 | $660K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -14.9% | 5,879 | $653K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -43.9% | 5,817 | $646K |
| Tudor Investment Corporation | 0.00% | New | 5,745 | $638K |
| Teacher Retirement System of Texas | 0.00% | New | 5,679 | $631K |
| Inspire Investing, LLC | 0.04% | Add +5.4% | 5,613 | $623K |
| New England Research & Management, Inc. | 0.26% | No change | 5,586 | $620K |
| Brown Advisory Inc. | 0.00% | Reduce -0.0% | 5,578 | $620K |
| Voya Investment Management LLC | 0.00% | Reduce -4.3% | 5,542 | $616K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 5,529 | $614K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 5,474 | $608K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.4% | 5,245 | $583K |
| Cerity Partners LLC | 0.00% | Add +63.8% | 5,138 | $571K |
| ProShare Advisors LLC | 0.00% | Reduce -20.0% | 5,065 | $563K |
| Commerce Bank | 0.00% | Reduce -20.3% | 5,021 | $558K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,854 | $539K |
| Man Group plc | 0.00% | Reduce -19.7% | 4,838 | $537K |
| Atria Investments, Inc | 0.01% | Add +4.8% | 4,524 | $503K |
| Twinbeech Capital LP | 0.05% | New | 4,500 | $500K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 4,440 | $493K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 3,808 | $423K |
| MML Investors Services, LLC | 0.00% | Reduce -22.5% | 3,760 | $418K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +48.2% | 3,531 | $392K |
| Fiduciary Trust Co | 0.00% | Add +2.0% | 3,521 | $391K |
| First National Bank of Omaha | 0.01% | Reduce -27.1% | 3,476 | $386K |
| Xponance LLC | 0.00% | Add +16.5% | 3,472 | $386K |
| Twin Lions Management LLC | 0.23% | Reduce -88.2% | 3,451 | $383K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,405 | $378K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.8% | 3,343 | $371K |
| BTC Capital Management, Inc. | 0.02% | Reduce -1.7% | 3,281 | $364K |
| Corient Private Wealth LP | 0.00% | Reduce -1.3% | 3,266 | $363K |
| SummitTX Capital, L.P. | 0.01% | Add +64.0% | 3,188 | $354K |
| Bokf, NA | 0.01% | Reduce -67.5% | 3,167 | $352K |
| Aquatic Capital Management LLC | 0.01% | Reduce -54.9% | 3,070 | $341K |
| Ethic Inc. | 0.01% | Reduce -4.5% | 2,999 | $333K |
| Brooklyn Investment Group | 0.01% | New | 2,989 | $332K |
| DGS Capital Management, LLC | 0.05% | Add +24.3% | 2,972 | $330K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 2,813 | $322K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -0.2% | 3,354 | $319K |
| US Bancorp \de | 0.00% | Reduce -20.0% | 2,830 | $314K |
| Abel Hall, LLC | 0.07% | Add +37.2% | 2,767 | $307K |
| Evergreen Capital Management LLC | 0.01% | Add +4.4% | 2,748 | $305K |
| Brevan Howard Capital Management LP | 0.00% | New | 2,729 | $303K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,716 | $302K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -10.6% | 2,674 | $297K |
| State of Wyoming | 0.03% | Add +1027.6% | 2,616 | $291K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.0% | 2,505 | $278K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.4% | 2,468 | $274K |
| Krilogy Financial LLC | 0.01% | New | 2,614 | $269K |
| Kendall Capital Management | 0.05% | Reduce -14.3% | 2,375 | $264K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 2,360 | $262K |
| Hancock Whitney Corp. | 0.00% | Reduce -0.8% | 2,794 | $260K |
| &partners | 0.00% | Reduce -0.1% | 2,266 | $254K |
| Bank of Montreal | 0.00% | Add +8.5% | 2,263 | $251K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.1% | 2,208 | $245K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,190 | $243K |
| Eventide Asset Management, LLC | 0.00% | Add +3.0% | 2,265 | $239K |
| Journey Strategic Wealth LLC | 0.01% | Add +2.1% | 2,106 | $234K |
| Trust Point Inc. | 0.02% | Reduce -1.0% | 2,069 | $230K |
| Numerai GP LLC | 0.02% | New | 2,015 | $224K |
| F/m Investments LLC | 0.01% | Reduce -95.6% | 1,987 | $221K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,858 | $206K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.6% | 1,850 | $205K |
| DNB Asset Management AS | 0.00% | New | 1,849 | $205K |
| CIBC Bancorp USA Inc. | 0.00% | — | 1,813 | $201K |
| Hantz Financial Services, Inc. | 0.00% | Add +169.7% | 1,521 | $169K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +21.1% | 1,388 | $154K |
| GAMMA Investing LLC | 0.01% | Add +6.8% | 1,298 | $144K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -25.3% | 1,177 | $124K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.6% | 939 | $105K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -22.6% | 923 | $103K |
| IFP Advisors, Inc | 0.00% | Reduce -0.1% | 914 | $102K |
| KBC Group NV | 0.00% | No change | 860 | $96K |
| Quent Capital, LLC | 0.01% | No change | 836 | $93K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 808 | $90K |
| UMB Bank, n.a. | 0.00% | Add +1.0% | 802 | $89K |
| Bayforest Capital Ltd | 0.08% | New | 629 | $70K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +29.2% | 505 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -74.8% | 505 | $56K |
| Parkside Financial Bank & Trust | 0.00% | No change | 470 | $52K |
| Versant Capital Management, Inc | 0.00% | Add +689.6% | 379 | $42K |
| Advisory Services Network, LLC | 0.00% | New | 345 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 344 | $38K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 300 | $33K |
| Federated Hermes, Inc. | 0.00% | Add +209.9% | 282 | $31K |
| High Note Wealth, LLC | 0.01% | No change | 278 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.6% | 269 | $30K |
| Allworth Financial LP | 0.00% | Reduce -13.7% | 272 | $30K |
| Key Financial Inc | 0.01% | No change | 253 | $28K |
| Kemnay Advisory Services Inc. | 0.00% | Add +384.3% | 247 | $27K |
| Opal Wealth Advisors, LLC | 0.01% | New | 244 | $27K |
| WealthCollab, LLC | 0.01% | No change | 227 | $25K |
| Salomon & Ludwin, LLC | 0.00% | Add +6.6% | 209 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 202 | $22K |
| MAI Capital Management | 0.00% | Add +47.4% | 199 | $22K |
| Huntington National Bank | 0.00% | Reduce -4.4% | 197 | $22K |
| Clark Wealth Partners | 0.01% | No change | 163 | $18K |
| Smithfield Trust Co | 0.00% | No change | 159 | $18K |
| Root Financial Partners, LLC | 0.00% | Add +13.3% | 162 | $18K |
| First Horizon Corp. | 0.00% | Add +55.5% | 157 | $17K |
| Centerpoint Advisors, LLC | 0.01% | Add +88.9% | 153 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +6.8% | 189 | $17K |
| Chilton Capital Management LLC | 0.00% | New | 151 | $17K |
| Private Trust Co. NA | 0.00% | Reduce -18.8% | 138 | $15K |
| Cwm, LLC | 0.00% | Add +28.6% | 135 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -76.2% | 131 | $15K |
| USA Financial Formulas | 0.00% | Add +1350.0% | 116 | $13K |
| Mather Group, Llc. | 0.00% | New | 112 | $12K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -85.1% | 112 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 110 | $12K |
| Signaturefd, LLC | 0.00% | Add +122.2% | 100 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | Add +88.7% | 100 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -27.7% | 86 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 80 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 79 | $9K |
| Park Place Capital Corp | 0.00% | No change | 75 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +278.9% | 72 | $8K |
| WPG Advisers, LLC | 0.01% | Add +20.0% | 72 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.5% | 70 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +54.8% | 65 | $7K |
| Covestor Ltd | 0.00% | Reduce -98.4% | 65 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +158.3% | 62 | $7K |
| Cetera Trust Company, N.A | 0.00% | No change | 60 | $7K |
| Rothschild Investment LLC | 0.00% | Add +9.3% | 59 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +285.7% | 54 | $6K |
| American National Bank & Trust | 0.00% | No change | 52 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $6K |
| LRI Investments, LLC | 0.00% | No change | 46 | $5K |
| CVA Family Office, LLC | 0.00% | New | 45 | $5K |
| Zions Bancorporation, National Association | 0.00% | Add +200.0% | 39 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.0% | 33 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +123.1% | 29 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 28 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 26 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +92.3% | 25 | $3K |
| Signature Equity Partners, LLC | 0.00% | Reduce -4.3% | 22 | $2K |
| Elequin Capital, LP | 0.00% | Reduce -66.1% | 21 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -4.5% | 21 | $2K |
| MidFirst Bank | 0.00% | No change | 11 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 9 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 6 | $667 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $667 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $666 |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $556 |
| Ankerstar Wealth, LLC | 0.00% | Add +150.0% | 5 | $555 |
| NewEdge Advisors, LLC | 0.00% | New | 5 | $555 |
| Harbour Investments, Inc. | 0.00% | New | 4 | $548 |
| Rossby Financial, LCC | 0.00% | New | 4 | $452 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 3 | $334 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $333 |
| Bogart Wealth, LLC | 0.00% | New | 3 | $333 |
| Abound Wealth Management | 0.00% | No change | 2 | $223 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 2 | $223 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 2 | $222 |
| Larson Financial Group LLC | 0.00% | Reduce -50.0% | 2 | $222 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $112 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $112 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $111 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $111 |
"% of holder's portfolio" is PATK's weight in each manager's 13F, not the share of Patrick Industries Inc. the manager owns.