Patriot National Bancorp Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2026 | 4.40 M | $5.68 M | 100.00% | 5.63% | |
| BLACKROCK, INC. | 05/13/2026 | 3.77 M | $4.86 M | 8.77% | 4.83% |
| ANGEL OAK CAPITAL ADVISORS, LLC | 05/12/2026 | 3.17 M | $4.08 M | -3.84% | 4.05% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 1.92 M | $2.48 M | 4,804.71% | 2.46% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.86 M | $2.40 M | 14.53% | 2.38% |
| NORTHERN TRUST CORP | 05/14/2026 | 831.92 K | $1.07 M | 4.29% | 1.06% |
| CURATED WEALTH PARTNERS LLC | 04/09/2026 | 827.34 K | $1.07 M | -6.12% | 1.06% |
| STATE STREET CORP | 05/15/2026 | 707.84 K | $913.12 K | 7.01% | 0.91% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 631.62 K | $814.79 K | 100.00% | 0.81% |
| 05/08/2026 | 462.43 K | $596.53 K | 100.00% | 0.59% | |
| MIRACLE MILE ADVISORS, LLC | 04/08/2026 | 434.75 K | $560.83 K | 0.00% | 0.56% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 350.79 K | $452.52 K | -48.72% | 0.45% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 295.03 K | $380.59 K | 0.01% | 0.38% |
| LIDO ADVISORS, LLC | 05/13/2026 | 275.39 K | $355.25 K | 0.00% | 0.35% |
| AXXCESS WEALTH MANAGEMENT, LLC | 04/29/2026 | 213.33 K | $275.20 K | 0.00% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 178.15 K | $229.81 K | 5.47% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 146.69 K | $189.23 K | 4.71% | 0.19% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 137.33 K | $177.16 K | 45.71% | 0.18% |
| UBS GROUP AG | 05/05/2026 | 128.29 K | $165.50 K | 1,127.92% | 0.16% |
| RINKEY INVESTMENTS | 05/11/2026 | 121.83 K | $157.16 K | 0.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 118.96 K | $153.45 K | 265.66% | 0.15% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 104.00 K | $134.16 K | 0.00% | 0.13% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 04/09/2026 | 100.00 K | $129.00 K | 0.00% | 0.13% |
| WESTMOUNT PARTNERS, LLC | 04/16/2026 | 100.00 K | $129.00 K | 400.00% | 0.13% |
| FALCON WEALTH PLANNING | 04/21/2026 | 85.00 K | $109.65 K | 0.00% | 0.11% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 84.86 K | $109.46 K | 30.55% | 0.11% |
| NUVEEN, LLC | 04/30/2026 | 82.29 K | $106.15 K | -60.61% | 0.11% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 65.05 K | $83.91 K | -41.73% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 61.86 K | $79.81 K | 42.79% | 0.08% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 59.27 K | $76.46 K | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2026 | 51.15 K | $65.98 K | 100.00% | 0.07% |
| BLACKDIAMOND WEALTH MANAGEMENT INC. | 05/12/2026 | 50.00 K | $64.50 K | 0.00% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 49.54 K | $63.91 K | 0.00% | 0.06% |
| MORGAN STANLEY | 05/15/2026 | 40.11 K | $51.74 K | -52.02% | 0.05% |
| COLONY GROUP, LLC | 05/15/2026 | 39.10 K | $50.45 K | -1.14% | 0.05% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 38.34 K | $69.78 K | 0.00% | 0.05% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 37.70 K | $48.63 K | 0.00% | 0.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 37.49 K | $49.00 K | 67.09% | 0.05% |
| JPMORGAN CHASE & CO | 05/13/2026 | 37.35 K | $47.44 K | 31.07% | 0.05% |
| RHUMBLINE ADVISERS | 05/12/2026 | 33.22 K | $42.85 K | 1.05% | 0.04% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 33.08 K | $43.00 K | 100.00% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 32.72 K | $42.21 K | 2.84% | 0.04% |
| INVESCO LTD. | 05/12/2026 | 26.71 K | $34.46 K | 3.55% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 24.77 K | $31.95 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 21.62 K | $27.89 K | 100.00% | 0.03% |
| INTECH INVESTMENT MANAGEMENT LLC | 05/08/2026 | 20.95 K | $27.02 K | -5.57% | 0.03% |
| BLUE SKY CAPITAL CONSULTANTS GROUP, INC. | 04/28/2026 | 20.50 K | $26.45 K | 0.00% | 0.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 20.21 K | $26.07 K | 1.69% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 18.69 K | $24.11 K | 211.34% | 0.02% |
| SUNCOAST EQUITY MANAGEMENT | 05/08/2026 | 18.12 K | $23.37 K | 0.00% | 0.02% |
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Patriot National Bancorp Inc institutional Ownership - FAQ's
During the previous two years, 90 institutional investors and hedge funds held shares of Patriot National Bancorp Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 3.77 M
Angel Oak Capital Advisors, LLC: 3.17 M
CI Private Wealth, LLC: 1.92 M
GEODE CAPITAL MANAGEMENT, LLC: 1.86 M
NORTHERN TRUST CORP: 831,921
Curated Wealth Partners LLC: 827,340
28.81% of Patriot National Bancorp Inc stock is owned by institutional investors.
Institutional investors have bought a total of 19.75 M shares in the last 24 months. This purchase volume represents approximately $26.47 M in transactions.