Patrick IndustriesPATK

13F holders, Q2 2026 (June 30)
330holders −12
41new positions
52sold out
6famous investors
$89.86avg. 13F price*

At the end of Q2 2026, 330 institutions reported holding Patrick Industries Inc. (PATK) in their 13F filings, down 12 from Q1 2026. 41 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($449.2M), FMR LLC ($387.2M) and Wellington Management Group LLP ($145.8M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions41$61.2M
Exits52$136.9M

All 13F filers, Q1 2026 → Q2 2026: 4,203,937 shares bought and 4,281,573 shares sold, net −77,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 330 holders

BlackRock, Inc. 0.01% Add +5.0% 5,003,334 $449.2M
FMR LLC 0.02% Add +20.4% 4,312,882 $387.2M
Wellington Management Group LLP 0.03% Reduce -7.4% 1,623,974 $145.8M
Dimensional Fund Advisors LP 0.02% Add +2.9% 1,493,427 $134.1M
Vanguard Capital Management LLC 0.00% Reduce -0.3% 1,427,875 $128.2M
Capital Research Global Investors 0.02% Add +3.0% 1,401,767 $125.9M
Capital World Investors 0.01% Add +2.8% 1,319,956 $118.5M
State Street Corp. 0.00% Add +2.8% 1,285,188 $115.4M
Geode Capital Management, LLC 0.00% Add +5.7% 863,601 $77.5M
Vanguard Portfolio Management LLC 0.00% Add +7.1% 829,389 $74.5M
Bank of New York Mellon Corp 0.01% Add +12.6% 725,530 $65.1M
Copeland Capital Management, LLC 1.19% Add +14.9% 647,753 $58.2M
JPMorgan Chase & Co. 0.00% Add +188.9% 584,285 $54.6M
Silvercrest Asset Management Group LLC 0.34% Reduce -9.8% 582,841 $52.3M
Invesco Ltd. 0.00% Reduce -40.6% 558,064 $50.1M
Massachusetts Financial Services Co. 0.02% Add +35.1% 541,840 $48.6M
Charles Schwab Investment Management Inc. 0.01% Add +0.1% 511,853 $46.0M
Ameriprise Financial Inc. 0.01% Add +191.6% 503,844 $45.2M
Goldman Sachs Group Inc. 0.00% Add +20.2% 470,159 $42.2M
Nomura Asset Management International Inc. 0.06% Reduce -4.4% 452,038 $40.6M
Franklin Resources Inc. 0.01% Reduce -29.1% 440,325 $39.5M
Loomis Sayles & Co. L P 0.05% Reduce -6.7% 420,255 $37.7M
Northern Trust Corp. 0.00% Add +4.8% 417,459 $37.5M
Morgan Stanley 0.00% Reduce -7.1% 367,939 $33.0M
Bank of America Corp. 0.00% Reduce -2.8% 341,345 $30.6M
GW&K Investment Management, LLC 0.24% Reduce -1.4% 335,795 $30.1M
Manufacturers Life Insurance Company, The 0.02% Add +1856.0% 302,587 $27.2M
Kennedy Capital Management LLC 0.45% Add +20.8% 285,316 $25.6M
Raymond James Financial Inc. 0.01% Add +23.0% 258,555 $23.2M
Lodge Hill Capital, LLC 3.83% Add +24.0% 254,200 $22.8M
Vanguard Fiduciary Trust Co. 0.00% Reduce -2.3% 223,912 $20.1M
Thrivent Financial for Lutherans 0.03% Add +19.6% 216,145 $19.4M
Fiera Capital Corp 0.07% Reduce -42.9% 215,130 $19.3M
Wells Fargo & Company 0.00% Add +7.5% 191,921 $17.2M
UBS Group AG 0.00% Add +6.4% 191,157 $17.2M
Bessemer Group Inc. 0.02% Add +1.8% 189,658 $17.0M
Principal Financial Group Inc. 0.01% Reduce -0.7% 181,145 $16.3M
Congress Asset Management Co. 0.09% Add +8.9% 166,517 $14.9M
Segall Bryant & Hamill, LLC 0.17% Add +65.5% 161,857 $14.5M
Argent Capital Management LLC 0.46% Reduce -25.8% 160,489 $14.4M
Timucuan Asset Management Inc. 0.52% Add +6.8% 156,000 $14.0M
Anchor Capital Management Company, LLC 14.36% New 155,036 $13.9M
Watchtower Advisors, LP 7.50% No change 150,000 $13.5M
Lazard Asset Management LLC 0.02% New 148,083 $13.3M
Envestnet Asset Management Inc. 0.00% Reduce -4.0% 143,423 $12.9M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -78.2% 142,154 $12.8M
Peregrine Capital Management LLC 0.38% Reduce -4.8% 129,702 $11.6M
Nomura Holdings Inc. 0.05% Add +55.3% 126,581 $11.4M
Public Sector Pension Investment Board 0.03% Reduce -5.1% 112,967 $10.1M
1ST Source Bank 0.43% Add +5.0% 105,650 $9.5M
Gendell Jeffrey L 0.09% No change 105,088 $9.4M
Tributary Capital Management, LLC 0.77% Reduce -17.9% 104,480 $9.4M
Turtle Creek Asset Management Inc. 0.36% Add +143.4% 101,850 $9.1M
Sei Investments Co. 0.01% Reduce -33.3% 100,255 $9.0M
Mairs & Power Inc. 0.08% Add +63.8% 94,824 $8.5M
FIL Ltd 0.01% Add +918.4% 93,584 $8.4M
Renaissance Technologies 0.01% New 92,703 $8.3M
Citadel Advisors 0.00% New 90,880 $8.2M
Essex Investment Management Co. LLC 0.98% Add +79.5% 82,960 $7.4M
New York State Common Retirement Fund 0.01% Reduce -4.0% 82,608 $7.4M
Rhumbline Advisers 0.01% Reduce -12.9% 81,458 $7.3M
Harel Insurance Investments & Financial Services Ltd. 0.04% Add +73.0% 81,300 $7.3M
American Century Companies Inc. 0.00% Reduce -47.5% 81,263 $7.3M
Public Employees Retirement Association of Colorado 0.02% Reduce -31.6% 78,111 $7.0M
Aberdeen Group plc 0.01% Add +31.9% 74,963 $6.7M
Nuveen, LLC 0.00% Reduce -76.2% 74,274 $6.7M
Legal & General Group Plc 0.00% Add +1.1% 68,897 $6.2M
LPL Financial LLC 0.00% Add +212.6% 65,793 $5.9M
Waverly Advisors, LLC 0.03% Reduce -2.7% 65,556 $5.9M
Swiss National Bank 0.00% Add +1.1% 63,112 $5.7M
De Lisle Partners LLP 0.61% No change 61,982 $5.6M
Wasatch Advisors LP 0.03% Reduce -5.3% 58,781 $5.3M
Prescott Group Capital Management, L.L.C. 0.43% Add +117.4% 55,545 $5.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.6% 54,991 $4.9M
Royal Bank of Canada 0.00% Add +7.8% 53,160 $4.8M
Centaurus Financial, Inc. 0.19% Add +0.1% 53,056 $4.8M
Financial Consulate, Inc. 0.53% No change 52,645 $4.7M
Russell Investments Group, Ltd. 0.00% Reduce -16.7% 51,248 $4.6M
T. Rowe Price Associates Inc. 0.00% Reduce -93.0% 50,033 $4.5M
Ballast Asset Management, LP 1.76% Reduce -1.0% 49,273 $4.4M
Hodges Capital Management Inc. 0.29% Add +176.4% 48,650 $4.4M
Alliancebernstein L.P. 0.00% Add +17.3% 39,303 $4.4M
Alpine Associates Management Inc. 0.27% New 48,300 $4.3M
Emerald Investment Advisers, LLC 0.28% Add +7.0% 46,378 $4.2M
State of Wisconsin Investment Board 0.01% Reduce -6.9% 46,185 $4.1M
Allspring Global Investments Holdings, LLC 0.01% Add +37.6% 46,966 $4.0M
Stifel Financial Corp. 0.00% Add +6.7% 37,159 $3.3M
California State Teachers Retirement System 0.00% Reduce -2.9% 36,907 $3.3M
Deutsche Bank AG 0.00% Add +14.9% 34,242 $3.1M
Prudential Financial Inc. 0.00% Add +0.9% 34,144 $3.1M
XTX Topco Ltd 0.04% Add +55.2% 31,117 $2.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +4.3% 30,425 $2.7M
Freestone Grove Partners LP 0.02% New 29,508 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -3.6% 27,888 $2.5M
Point72 Asset Management 0.00% Add +31.1% 27,805 $2.5M
New York State Teachers Retirement System 0.00% Add +3.4% 27,395 $2.5M
Pathstone Holdings, LLC 0.01% Add +8.0% 27,146 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Add +26.7% 26,074 $2.3M
Janney Montgomery Scott LLC 0.00% Add +1.6% 26,009 $2.3M
Benjamin Edwards Inc. 0.02% Add +3.7% 25,165 $2.3M
Citigroup Inc. 0.00% Reduce -20.6% 24,022 $2.2M
SG Americas Securities, LLC 0.00% Add +70.6% 22,137 $2.0M
Barclays PLC 0.00% Reduce -6.2% 21,349 $1.9M
Numerai GP LLC 0.16% Add +948.8% 21,134 $1.9M
Natixis Advisors, LLC 0.00% Add +4.5% 21,138 $1.9M
First Trust Advisors LP 0.00% Add +32.5% 20,445 $1.8M
Tectonic Advisors LLC 0.08% New 19,494 $1.8M
Illinois Municipal Retirement Fund 0.02% Add +4.2% 18,964 $1.7M
MetLife Investment Management, LLC 0.01% Add +7.0% 18,922 $1.7M
James Investment Research, Inc. 0.17% No change 18,229 $1.6M
Atom Investors LP 0.14% Reduce -67.0% 18,120 $1.6M
Vestmark Advisory Solutions, Inc. 0.01% Add +24.4% 17,063 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -11.8% 16,728 $1.5M
Citizens Financial Group Inc. 0.02% Add +0.1% 16,271 $1.5M
WCG Wealth Advisors LLC 0.03% Reduce -1.4% 16,241 $1.5M
Voloridge Investment Management, LLC 0.01% New 15,682 $1.4M
Dark Forest Capital Management LP 0.09% New 15,350 $1.4M
Nisa Investment Advisors, LLC 0.00% Reduce -1.6% 15,308 $1.4M
Foster & Motley Inc. 0.06% Reduce -6.5% 15,000 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.9% 14,958 $1.3M
State of New Jersey Common Pension Fund D 0.00% Reduce -12.7% 14,451 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -2.7% 14,400 $1.3M
Jupiter Topco LLC 0.00% — 14,365 $1.3M
HighRoad Wealth Advisors, LLC 1.08% No change 14,300 $1.3M
Aldebaran Capital, LLC 0.92% Reduce -1.9% 13,610 $1.2M
Intech Investment Management LLC 0.01% Add +76.6% 13,598 $1.2M
Quantinno Capital Management LP 0.00% Add +34.5% 13,452 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 13,350 $1.2M
Vanguard Global Advisers, LLC 0.00% Reduce -15.1% 12,965 $1.2M
Tudor Investment Corporation 0.00% Add +124.1% 12,872 $1.2M
Natixis 0.01% New 12,750 $1.1M
Legato Capital Management LLC 0.09% Reduce -46.7% 12,746 $1.1M
Victory Capital Management Inc. 0.00% Reduce -78.8% 12,646 $1.1M
KFG Wealth Management, LLC 0.13% Add +13.7% 12,635 $1.1M
Fifth Third Bancorp 0.00% Reduce -0.0% 11,778 $1.1M
Jones Financial Companies LLLP 0.00% Add +38.7% 10,806 $1.0M
Cetera Investment Advisers 0.00% Add +45.6% 11,323 $1.0M
AQR Capital Management 0.00% Reduce -19.1% 11,029 $990K
Kornitzer Capital Management Inc. 0.02% Reduce -3.3% 10,893 $978K
DWM Financial Group, Inc. 0.87% — 9,000 $976K
State of Alaska, Department of Revenue 0.01% Reduce -34.0% 10,833 $972K
Creative Planning 0.00% Reduce -49.1% 10,372 $931K
Cambridge Investment Research Advisors, Inc. 0.00% Add +85.8% 10,272 $922K
Great Lakes Advisors, LLC 0.01% Reduce -38.6% 9,584 $860K
Police & Firemen's Retirement System of New Jersey 0.01% Add +6.8% 9,581 $860K
Verdence Capital Advisors LLC 0.05% Reduce -4.0% 9,577 $860K
Handelsbanken Fonder AB 0.00% No change 9,461 $849K
Yousif Capital Management, LLC 0.01% Add +0.0% 8,894 $799K
Amalgamated Bank 0.01% Reduce -7.7% 8,824 $792K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 8,782 $788K
Harbor Capital Advisors, Inc. 0.05% Add +44.1% 8,698 $781K
Arizona State Retirement System 0.00% Reduce -0.0% 8,680 $779K
Inspire Investing, LLC 0.03% Add +54.3% 8,659 $777K
Orion Porfolio Solutions, LLC 0.01% Add +3.4% 8,536 $766K
Ritholtz Wealth Management 0.01% Reduce -5.9% 8,381 $752K
Assetmark, Inc. 0.00% Reduce -14.1% 8,345 $749K
Advisory Research Inc. 0.07% Add +0.9% 8,195 $736K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -71.8% 8,108 $728K
WealthTrust Axiom LLC 0.16% No change 8,080 $725K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -5.2% 7,800 $700K
Vanguard Investments Australia, Ltd. 0.00% No change 7,675 $689K
Exit Wealth Advisors, LLC. 0.31% New 7,569 $680K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.0% 7,498 $673K
State of Tennessee, Department of Treasury 0.00% No change 7,364 $661K
Quadrant Capital Group LLC 0.02% Reduce -0.9% 7,154 $642K
Captrust Financial Advisors 0.00% Reduce -3.6% 7,098 $637K
Sterling Capital Management LLC 0.01% Add +3.1% 7,077 $635K
SummitTX Capital, L.P. 0.02% Add +121.5% 7,063 $634K
KLP Kapitalforvaltning As 0.00% No change 6,999 $628K
BTC Capital Management, Inc. 0.04% Add +107.2% 6,798 $610K
Neuberger Berman Group LLC 0.00% Reduce -92.4% 6,746 $606K
Ancora Advisors LLC 0.01% Add +3099.0% 6,462 $580K
Entropy Technologies, LP 0.02% New 6,388 $574K
Tidal Investments LLC 0.00% New 6,106 $548K
Voya Investment Management LLC 0.00% Add +9.9% 6,089 $547K
Factor Wealth Management LTD 0.08% No change 5,945 $534K
PNC Financial Services Group, Inc. 0.00% Add +7.6% 5,890 $529K
Sanctuary Advisors, LLC 0.00% Add +205.4% 5,650 $507K
New England Research & Management, Inc. 0.20% No change 5,586 $502K
Brown Advisory Inc. 0.00% No change 5,578 $501K
Brevan Howard Capital Management LP 0.01% Add +92.7% 5,259 $472K
BNP Paribas Financial Markets 0.00% Reduce -43.8% 5,158 $463K
Snowden Capital Advisors LLC 0.01% Reduce -13.6% 5,079 $456K
US Bancorp \de 0.00% Add +77.9% 5,034 $452K
Commerce Bank 0.00% No change 5,021 $451K
Gotham Asset Management 0.00% Reduce -36.6% 4,992 $448K
HighTower Advisors, LLC 0.00% Reduce -19.2% 4,970 $446K
Susquehanna International Group, LLP 0.00% Reduce -61.9% 4,836 $434K
Maryland State Retirement & Pension System 0.01% Reduce -1.4% 4,784 $430K
Pictet Asset Management Holding SA 0.00% Reduce -10.5% 4,693 $421K
ProShare Advisors LLC 0.00% Reduce -8.4% 4,637 $416K
Diametric Capital, LP 0.04% New 4,614 $414K
Teacher Retirement System of Texas 0.00% Reduce -19.2% 4,591 $412K
Bokf, NA 0.01% Add +44.9% 4,589 $412K
Amundi 0.00% New 4,395 $395K
HSBC Holdings PLC 0.00% New 4,377 $383K
MML Investors Services, LLC 0.00% Add +2.0% 3,834 $344K
Corient Private Wealth LP 0.00% Add +16.7% 3,810 $342K
Mutual of America Capital Management LLC 0.00% Reduce -1.1% 3,768 $338K
Tactive Advisors, LLC 0.08% New 3,765 $338K
Atria Investments, Inc 0.00% Reduce -21.4% 3,555 $319K
First National Bank of Omaha 0.01% Add +0.4% 3,490 $313K
Twin Lions Management LLC 0.24% No change 3,451 $310K
Fiduciary Trust Co 0.00% Reduce -2.9% 3,419 $307K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.3% 3,300 $296K
Krilogy Financial LLC 0.01% Add +24.4% 3,253 $292K
Xponance LLC 0.00% Reduce -7.5% 3,213 $288K
Bridgewater Advisors Inc. 0.02% No change 3,354 $279K
Wealth Enhancement Advisory Services, LLC 0.00% Add +20.0% 3,375 $279K
Twinbeech Capital LP 0.05% Reduce -31.1% 3,100 $278K
Inceptionr LLC 0.07% New 2,976 $267K
Ameritas Investment Partners, Inc. 0.01% Add +8.5% 2,948 $265K
Van Diest Capital, LLC 0.23% New 2,905 $261K
Personal Cfo Solutions, LLC 0.04% Add +8.0% 2,889 $259K
Savant Capital, LLC 0.00% New 2,594 $259K
Hancock Whitney Corp. 0.00% Add +2.2% 2,856 $256K
Merit Financial Group, LLC 0.00% New 2,853 $256K
Crestwood Advisors Group, LLC 0.00% Reduce -52.9% 2,740 $246K
Hennion & Walsh Asset Management, Inc. 0.01% Add +1.0% 2,493 $224K
&partners 0.00% Add +9.4% 2,480 $222K
Park Avenue Securities LLC 0.00% Reduce -2.2% 2,451 $220K
Evergreen Capital Management LLC 0.00% Reduce -12.2% 2,412 $217K
Bank of Montreal 0.00% Add +4.8% 2,372 $213K
Jain Global LLC 0.00% New 2,367 $213K
Kendall Capital Management 0.03% Reduce -4.2% 2,275 $204K
Clearstead Advisors, LLC 0.00% Add +0.2% 2,195 $197K
Vestcor Inc 0.00% Reduce -88.3% 1,987 $178K
Simplex Trading, LLC 0.00% New 1,867 $168K
Tower Research Capital LLC (TRC) 0.00% Reduce -47.3% 1,860 $167K
Global Retirement Partners, LLC 0.00% — 1,671 $150K
Smartleaf Asset Management LLC 0.00% No change 1,177 $110K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -12.3% 1,218 $109K
Osaic Holdings, Inc. 0.00% Add +20.9% 1,135 $102K
Nykredit A/S 0.00% — 1,128 $101K
IFP Advisors, Inc 0.00% Add +1.1% 924 $83K
GAMMA Investing LLC 0.00% Reduce -33.9% 858 $77K
KBC Group NV 0.00% No change 860 $77K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.8% 839 $75K
Quent Capital, LLC 0.00% No change 836 $75K
Public Employees Retirement System of Ohio 0.00% Reduce -92.7% 821 $74K
UMB Bank, n.a. 0.00% Reduce -7.5% 742 $67K
State of Wyoming 0.01% Reduce -77.7% 583 $52K
Hantz Financial Services, Inc. 0.00% Reduce -61.9% 580 $52K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +0.2% 506 $45K
Rockefeller Capital Management L.P. 0.00% Reduce -45.3% 505 $45K
USA Financial Formulas 0.01% — 487 $44K
Farther Finance Advisors, LLC 0.00% Add +79.9% 484 $44K
Arax Advisory Partners 0.00% Add +227.5% 429 $38K
Federated Hermes, Inc. 0.00% Add +26.9% 358 $32K
Nomura Asset Management Co. Ltd. 0.00% No change 344 $31K
Salomon & Ludwin, LLC 0.00% Add +70.3% 356 $30K
Beacon Investment Advisory Services, Inc. 0.00% No change 300 $27K
Optiver Holding B.V. 0.00% New 291 $26K
Steward Partners Investment Advisory, LLC 0.00% Add +863.3% 289 $26K
High Note Wealth, LLC 0.00% No change 278 $25K
Persistent Asset Partners Ltd 0.01% New 276 $25K
Key Financial Inc 0.00% No change 253 $23K
Allworth Financial LP 0.00% Reduce -11.0% 242 $22K
Parkside Financial Bank & Trust 0.00% Reduce -49.6% 237 $21K
WealthCollab, LLC 0.01% No change 227 $20K
Kemnay Advisory Services Inc. 0.00% Reduce -8.1% 227 $20K
Centerpoint Advisors, LLC 0.01% Add +44.4% 221 $20K
Cornerstone Planning Group LLC 0.00% Add +9.0% 206 $18K
Smithfield Trust Co 0.00% No change 159 $14K
Huntington National Bank 0.00% Reduce -25.4% 147 $13K
Signature Equity Partners, LLC 0.01% Add +454.6% 122 $11K
Private Trust Co. NA 0.00% Reduce -12.3% 121 $11K
First Horizon Corp. 0.00% Reduce -28.7% 112 $10K
Mather Group, Llc. 0.00% No change 112 $10K
Los Angeles Capital Management LLC 0.00% No change 112 $10K
EverSource Wealth Advisors, LLC 0.00% Reduce -78.4% 109 $10K
Bare Financial Services, Inc 0.00% Add +56.9% 102 $9K
Signaturefd, LLC 0.00% Add +2.0% 102 $9K
Larson Financial Group LLC 0.00% Add +4050.0% 83 $7K
Financial Perspectives, Inc 0.00% No change 80 $7K
Bell Investment Advisors, Inc 0.00% Reduce -1.3% 78 $7K
Park Place Capital Corp 0.00% No change 75 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.1% 75 $7K
Whittier Trust Co. of Nevada Inc. 0.00% No change 72 $6K
WPG Advisers, LLC 0.00% Reduce -8.3% 66 $6K
Brown Brothers Harriman & Co. 0.00% Reduce -34.0% 66 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 63 $6K
Cetera Trust Company, N.A 0.00% No change 60 $5K
American National Bank & Trust 0.00% No change 52 $5K
Parallel Advisors, LLC 0.00% Reduce -19.4% 50 $4K
Synergy Investment Management, LLC 0.00% New 47 $4K
CVA Family Office, LLC 0.00% Reduce -6.7% 42 $4K
TD Private Client Wealth LLC 0.00% Add +34.5% 39 $4K
JFS Wealth Advisors, LLC 0.00% Add +9.1% 36 $3K
Rothschild Investment LLC 0.00% Reduce -39.0% 36 $3K
Covestor Ltd 0.00% Reduce -43.1% 37 $3K
Silver Grove Financial Group, Inc. 0.00% New 30 $3K
Keating Financial Advisory Services, Inc. 0.00% Reduce -48.1% 28 $3K
Lanark Financial, Inc. 0.00% No change 28 $3K
Elequin Capital, LP 0.00% Add +19.1% 25 $2K
Continuum Advisory, LLC 0.00% New 24 $2K
CoreCap Advisors, LLC 0.00% Add +144.4% 22 $2K
Farmers & Merchants Investments Inc. 0.00% No change 21 $2K
Cape Investment Advisory, Inc. 0.00% New 20 $2K
Fiduciary Financial Advisors 0.00% New 20 $2K
Versant Capital Management, Inc 0.00% Reduce -95.8% 16 $1K
Fortitude Family Office, LLC 0.00% Reduce -40.0% 15 $1K
Quarry LP 0.00% New 14 $1K
Zions Bancorporation, National Association 0.00% Reduce -64.1% 14 $1K
Raffa Wealth Management, LLC 0.00% New 13 $1K
Creative Capital Management Investments LLC 0.00% New 12 $1K
Caitlin John, LLC 0.00% New 11 $988
MidFirst Bank 0.00% No change 11 $988
HFM Investment Advisors, LLC 0.00% Add +133.3% 7 $629
Bay Harbor Wealth Management, LLC 0.00% No change 6 $539
SJS Investment Consulting Inc. 0.00% No change 6 $539
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $539
Rialto Wealth Management, LLC 0.00% No change 5 $449
Gilpin Wealth Management, LLC 0.00% Add +33.3% 4 $360
Rossby Financial, LCC 0.00% No change 4 $359
Ameriflex Group, Inc. 0.00% New 4 $359
Plante Moran Financial Advisors, LLC 0.00% New 4 $359
LRI Investments, LLC 0.00% Reduce -91.3% 4 $359
Bogart Wealth, LLC 0.00% No change 3 $269
Ankerstar Wealth, LLC 0.00% Reduce -60.0% 2 $180
Davis Capital Management 0.00% New 2 $180
Retirement Wealth Solutions LLC 0.00% Reduce -97.7% 2 $180
Harbour Investments, Inc. 0.00% Reduce -50.0% 2 $180
Abound Wealth Management 0.00% No change 2 $180
GHP Investment Advisors, Inc. 0.00% No change 1 $90
TFC Financial Management, Inc. 0.00% No change 1 $90
SBI Securities Co., Ltd. 0.00% No change 1 $90
DecisionPoint Financial, LLC 0.00% New 1 $86
Evolution Advisers, Inc. 0.00% New 6 $0
Navigoe, LLC 0.00% New 1 $0

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