Patriot National Bancorp Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 3.47 M | $6.31 M | 32.06% | 4.44% |
| ANGEL OAK CAPITAL ADVISORS, LLC | 02/10/2026 | 3.29 M | $5.99 M | 2,098.58% | 4.21% |
| VANGUARD GROUP INC | 01/29/2026 | 1.77 M | $3.22 M | 37.39% | 2.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.62 M | $2.95 M | 34.13% | 2.08% |
| CURATED WEALTH PARTNERS LLC | 01/12/2026 | 881.30 K | $1.60 M | -5.37% | 1.13% |
| NORTHERN TRUST CORP | 02/17/2026 | 797.72 K | $1.45 M | 11.74% | 1.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 684.01 K | $1.24 M | 18,696.62% | 0.88% |
| STATE STREET CORP | 02/13/2026 | 661.45 K | $1.20 M | 12.30% | 0.85% |
| MIRACLE MILE ADVISORS, LLC | 02/02/2026 | 434.75 K | $791.24 K | 0.00% | 0.56% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 295.00 K | $536.90 K | -1.06% | 0.38% |
| LIDO ADVISORS, LLC | 02/10/2026 | 275.39 K | $358.00 K | 0.00% | 0.35% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 213.33 K | $388.27 K | 0.00% | 0.27% |
| NUVEEN, LLC | 02/12/2026 | 208.91 K | $380.21 K | 13.49% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 168.91 K | $307.41 K | 33.89% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 140.09 K | $254.97 K | 62.55% | 0.18% |
| RINKEY INVESTMENTS | 02/04/2026 | 121.83 K | $221.73 K | 0.00% | 0.16% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 111.63 K | $203.16 K | 68.55% | 0.14% |
| JANE STREET GROUP, LLC | 02/12/2026 | 107.55 K | $195.74 K | 100.00% | 0.14% |
| BARCLAYS PLC | 02/13/2026 | 107.51 K | $195.67 K | 48.37% | 0.14% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 104.00 K | $189.28 K | 0.00% | 0.13% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 01/06/2026 | 100.00 K | $182.00 K | 0.00% | 0.13% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 94.25 K | $171.53 K | 21.84% | 0.12% |
| FALCON WEALTH PLANNING | 02/03/2026 | 85.00 K | $154.70 K | -19.05% | 0.11% |
| MORGAN STANLEY | 02/13/2026 | 83.59 K | $152.13 K | 83.06% | 0.11% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 65.00 K | $118.30 K | 100.00% | 0.08% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 59.27 K | $107.88 K | 35.46% | 0.08% |
| BLACKDIAMOND WEALTH MANAGEMENT INC. | 02/10/2026 | 50.00 K | $72.00 K | 0.00% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 49.54 K | $90.17 K | 0.00% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 43.33 K | $78.85 K | 199.71% | 0.06% |
| COLONY GROUP, LLC | 02/13/2026 | 39.56 K | $71.99 K | 100.00% | 0.05% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 39.12 K | $71.20 K | 0.00% | 0.05% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 38.34 K | $69.78 K | 0.00% | 0.05% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 37.70 K | $68.61 K | 0.00% | 0.05% |
| RHUMBLINE ADVISERS | 02/13/2026 | 32.87 K | $59.82 K | -20.65% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 32.53 K | $59.21 K | 100.00% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 31.82 K | $57.91 K | 35.53% | 0.04% |
| JPMORGAN CHASE & CO | 02/11/2026 | 28.50 K | $51.87 K | 33.06% | 0.04% |
| ELYXIUM WEALTH, LLC | 02/05/2026 | 25.96 K | $47.25 K | -77.59% | 0.03% |
| INVESCO LTD. | 02/19/2026 | 25.80 K | $46.95 K | 0.38% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 24.77 K | $45.08 K | 0.00% | 0.03% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 22.44 K | $41.00 K | 0.00% | 0.03% |
| INTECH INVESTMENT MANAGEMENT LLC | 02/10/2026 | 22.19 K | $40.38 K | 0.00% | 0.03% |
| BLUE SKY CAPITAL CONSULTANTS GROUP, INC. | 01/23/2026 | 20.50 K | $37.31 K | 0.00% | 0.03% |
| WESTMOUNT PARTNERS, LLC | 01/15/2026 | 20.00 K | $36.40 K | 100.00% | 0.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 19.88 K | $36.17 K | 100.00% | 0.03% |
| SUNCOAST EQUITY MANAGEMENT | 02/10/2026 | 18.12 K | $32.97 K | 0.00% | 0.02% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 16.45 K | $30.00 K | 100.00% | 0.02% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 15.02 K | $27.34 K | 0.13% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 14.52 K | $26.43 K | 48.40% | 0.02% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 13.26 K | $24.14 K | 100.00% | 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:
Curated Wealth Partners LLC: 827,340
Miracle Mile Advisors, LLC: 434,748
HighTower Advisors, LLC: 295,031
AXXCESS WEALTH MANAGEMENT, LLC: 213,334
Bank of New York Mellon Corp: 146,691
UBS Group AG: 128,293
21.39% of Patriot National Bancorp Inc stock is owned by institutional investors.
Institutional investors have bought a total of 17.51 M shares in the last 24 months. This purchase volume represents approximately $23.46 M in transactions.