PNBK US Equity

PATRIOT NATIONAL BANCORP INC

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Financials · National Commercial Banks · CIK 1098146 · FYE 1231

$1.05

-0.05 (-4.55%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding PNBK · 2026-Q1 methodology → sources →

82 holders

% of shares outstanding held

19.1%

Shares held (13F)

22,506,702

Reporting holders

Top holders

largest 82 of 82 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	VANGUARD CAPITAL MANAGEMENT LLC	4,401,5324.4M	$6M	3.74%	NEW†
2	BlackRock, Inc.	3,769,9733.8M	$5M	3.20%	ADD 9%
3	Angel Oak Capital Advisors, LLC	3,166,2593.2M	$4M	2.69%	TRIM -4%
4	Corient Private Wealth LLC	1,918,8691.9M	$2M	1.63%	ADD 2352%
5	GEODE CAPITAL MANAGEMENT, LLC	1,857,1071.9M	$2M	1.58%	ADD 15%
6	NORTHERN TRUST CORP	831,921831,921	$1M	0.71%	ADD 4%
7	Curated Wealth Partners LLC	827,340827,340	$1M	0.70%	TRIM -6%
8	STATE STREET CORP	707,841707,841	$913,115	0.60%	ADD 7%
9	VANGUARD FIDUCIARY TRUST CO	631,617631,617	$814,786	0.54%	NEW
10	VANGUARD PORTFOLIO MANAGEMENT LLC	462,426462,426	$596,530	0.39%	NEW
11	Composition Wealth, LLC	434,748434,748	$560,825	0.37%	—
12	Russell Investments Group, Ltd.	350,787350,787	$452,515	0.30%	TRIM -49%
13	HighTower Advisors, LLC	295,031295,031	$380,590	0.25%	—
14	Lido Advisors, LLC	275,385275,385	$355,247	0.23%	—
15	AXXCESS WEALTH MANAGEMENT, LLC	213,334213,334	$275,201	0.18%	—
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	178,145178,145	$229,807	0.15%	ADD 5%
17	Bank of New York Mellon Corp	146,691146,691	$189,231	0.12%	ADD 5%
18	GOLDMAN SACHS GROUP INC	137,330137,330	$177,156	0.12%	ADD 46%
19	UBS Group AG	128,293128,293	$165,498	0.11%	ADD 1128%
20	Rinkey Investments	121,828121,828	$157,158	0.10%	—
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	118,956118,956	$153,453	0.10%	ADD 266%
22	Beacon Pointe Advisors, LLC	104,000104,000	$134,160	0.09%	—
23	Avior Wealth Management, LLC	100,000100,000	$129,000	0.08%	—
24	Westmount Partners, LLC	100,000100,000	$129,000	0.08%	ADD 400%
25	Falcon Wealth Planning	85,00085,000	$109,650	0.07%	—
26	Point72 Asset Management, L.P.	84,85584,855	$109,463	0.07%	ADD 31%
27	Nuveen, LLC	82,28582,285	$106,148	0.07%	TRIM -61%
28	WELLS FARGO & COMPANY/MN	65,04965,049	$83,913	0.06%	TRIM -42%
29	BANK OF AMERICA CORP /DE/	61,86461,864	$79,805	0.05%	ADD 43%
30	DEUTSCHE BANK AG\	59,27259,272	$76,461	0.05%	—
31	ALLIANCEBERNSTEIN L.P.	38,34038,340	$69,779	0.03%	—
32	CITADEL ADVISORS LLC	51,14651,146	$65,978	0.04%	NEW
33	BlackDiamond Wealth Management, LLC	50,00050,000	$64,500	0.04%	—
34	NEW YORK STATE COMMON RETIREMENT FUND	49,54449,544	$63,912	0.04%	—
35	MORGAN STANLEY	40,10640,106	$51,737	0.03%	TRIM -52%
36	Focus Partners Wealth	39,10439,104	$50,445	0.03%	—
37	PRICE T ROWE ASSOCIATES INC /MD/	37,48937,489	$49,000	0.03%	ADD 67%
38	Larson Financial Group LLC	37,70037,700	$48,633	0.03%	—
39	JPMORGAN CHASE & CO	37,35237,352	$47,437	0.03%	ADD 31%
40	Virtu Financial LLC	33,08233,082	$43,000	0.03%	NEW
41	RHUMBLINE ADVISERS	33,21633,216	$42,845	0.03%	—
42	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	32,71932,719	$42,208	0.03%	ADD 3%
43	Invesco Ltd.	26,71126,711	$34,457	0.02%	ADD 4%
44	Police & Firemen's Retirement System of New Jersey	24,76824,768	$31,951	0.02%	—
45	Vanguard Global Advisers, LLC	21,61921,619	$27,889	0.02%	NEW
46	INTECH INVESTMENT MANAGEMENT LLC	20,94920,949	$27,024	0.02%	TRIM -6%
47	Blue Sky Capital Consultants Group, Inc.	20,50020,500	$26,445	0.02%	—
48	MANUFACTURERS LIFE INSURANCE COMPANY, THE	20,21120,211	$26,072	0.02%	—
49	Tower Research Capital LLC (TRC)	18,69018,690	$24,110	0.02%	ADD 211%
50	Suncoast Equity Management	18,11518,115	$23,368	0.02%	—
51	BARCLAYS PLC	16,78116,781	$21,648	0.01%	TRIM -84%
52	BNP PARIBAS FINANCIAL MARKETS	16,41516,415	$21,175	0.01%	ADD 13%
53	Sanctuary Advisors, LLC	15,02815,028	$19,386	0.01%	—
54	VOYA INVESTMENT MANAGEMENT LLC	13,26313,263	$17,109	0.01%	—
55	OSAIC HOLDINGS, INC.	12,50012,500	$16,125	0.01%	—
56	AQR CAPITAL MANAGEMENT LLC	11,69611,696	$15,088	0.01%	NEW
57	ProShare Advisors LLC	11,33611,336	$14,624	0.01%	TRIM -9%
58	ROYAL BANK OF CANADA	7,1567,156	$9,000	0.01%	ADD 131%
59	Legal & General Group Plc	6,1856,185	$7,979	0.01%	TRIM -13%
60	FMR LLC	4,8124,812	$6,207	0.00%	TRIM -30%
61	Ameritas Investment Partners, Inc.	4,4864,486	$5,787	0.00%	—
62	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	4,4694,469	$5,765	0.00%	ADD 6%
63	CITIGROUP INC	4,1014,101	$5,290	0.00%	ADD 90%
64	Ascentis Independent Advisors	3,7003,700	$4,773	0.00%	NEW
65	Daytona Street Capital LLC	2,8552,855	$3,612	0.00%	—
66	BEACON INVESTMENT ADVISORY SERVICES, INC.	1,0001,000	$1,290	0.00%	NEW
67	CWM, LLC	799799	$1,031	0.00%	ADD 29%
68	Sterling Capital Management LLC	508508	$655	0.00%	ADD 54%
69	SBI Securities Co., Ltd.	256256	$330	0.00%	TRIM -16%
70	Essential Partners LLC	101101	$130	0.00%	ADD 3267%
71	PNC FINANCIAL SERVICES GROUP, INC.	5656	$72	0.00%	ADD 460%
72	Root Financial Partners, LLC	5151	$66	0.00%	NEW
73	Allworth Financial LP	1313	$17	0.00%	ADD 1200%
74	EverSource Wealth Advisors, LLC	1212	$15	0.00%	ADD 71%
75	Sunbelt Securities, Inc.	55	$6	0.00%	NEW
76	True Wealth Design, LLC	44	$6	0.00%	TRIM -33%
77	ROTHSCHILD INVESTMENT LLC	44	$5	0.00%	ADD 100%
78	IFP Advisors, Inc	44	$5	0.00%	—
79	MAI Capital Management	33	$4	0.00%	NEW
80	Arax Advisory Partners	22	$3	0.00%	NEW
81	Caitong International Asset Management Co., Ltd	11	$1	0.00%	NEW
82	Farther Finance Advisors, LLC	11	$1	0.00%	TRIM -99%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VANGUARD CAPITAL MANAGEMENT LLC

—

4.4M

$6M

BlackRock, Inc.

—

2.2M

2.6M

3.5M

3.8M

$5M

Angel Oak Capital Advisors, LLC

—

3.3M

1.2M

150K

3.3M

3.2M

$4M

Corient Private Wealth LLC

—

39K

78K

1.9M

$2M

GEODE CAPITAL MANAGEMENT, LLC

23K

27K

1.0M

1.2M

1.6M

1.9M

$2M

NORTHERN TRUST CORP

—

563K

714K

798K

832K

$1M

Curated Wealth Partners LLC

—

667K

931K

881K

827K

$1M

STATE STREET CORP

—

391K

589K

661K

708K

$913,115

VANGUARD FIDUCIARY TRUST CO

—

632K

$814,786

VANGUARD PORTFOLIO MANAGEMENT LLC

—

462K

$596,530

Composition Wealth, LLC

—

435K

$560,825

Russell Investments Group, Ltd.

—

684K

351K

$452,515

HighTower Advisors, LLC

—

287K

298K

295K

$380,590

Lido Advisors, LLC

—

275K

$355,247

AXXCESS WEALTH MANAGEMENT, LLC

—

213K

$275,201

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	82	22,506,702	19.1%	$29M
2025-Q4	75	16,752,509	14.2%	$30M
2025-Q3	63	10,833,189	9.2%	$14M
2025-Q2	57	23,032,813

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding PNBK · 2026-Q1 methodology → sources →

82 holders

% of shares outstanding held

19.1%

Shares held (13F)

22,506,702

Reporting holders

Top holders

largest 82 of 82 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	VANGUARD CAPITAL MANAGEMENT LLC	4,401,5324.4M	$6M	3.74%	NEW†
2	BlackRock, Inc.	3,769,9733.8M	$5M	3.20%	ADD 9%
3	Angel Oak Capital Advisors, LLC	3,166,2593.2M	$4M	2.69%	TRIM -4%
4	Corient Private Wealth LLC	1,918,8691.9M	$2M	1.63%	ADD 2352%
5	GEODE CAPITAL MANAGEMENT, LLC	1,857,1071.9M	$2M	1.58%	ADD 15%
6	NORTHERN TRUST CORP	831,921831,921	$1M	0.71%	ADD 4%
7	Curated Wealth Partners LLC	827,340827,340	$1M	0.70%	TRIM -6%
8	STATE STREET CORP	707,841707,841	$913,115	0.60%	ADD 7%
9	VANGUARD FIDUCIARY TRUST CO	631,617631,617	$814,786	0.54%	NEW
10	VANGUARD PORTFOLIO MANAGEMENT LLC	462,426462,426	$596,530	0.39%	NEW
11	Composition Wealth, LLC	434,748434,748	$560,825	0.37%	—
12	Russell Investments Group, Ltd.	350,787350,787	$452,515	0.30%	TRIM -49%
13	HighTower Advisors, LLC	295,031295,031	$380,590	0.25%	—
14	Lido Advisors, LLC	275,385275,385	$355,247	0.23%	—
15	AXXCESS WEALTH MANAGEMENT, LLC	213,334213,334	$275,201	0.18%	—
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	178,145178,145	$229,807	0.15%	ADD 5%
17	Bank of New York Mellon Corp	146,691146,691	$189,231	0.12%	ADD 5%
18	GOLDMAN SACHS GROUP INC	137,330137,330	$177,156	0.12%	ADD 46%
19	UBS Group AG	128,293128,293	$165,498	0.11%	ADD 1128%
20	Rinkey Investments	121,828121,828	$157,158	0.10%	—
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	118,956118,956	$153,453	0.10%	ADD 266%
22	Beacon Pointe Advisors, LLC	104,000104,000	$134,160	0.09%	—
23	Avior Wealth Management, LLC	100,000100,000	$129,000	0.08%	—
24	Westmount Partners, LLC	100,000100,000	$129,000	0.08%	ADD 400%
25	Falcon Wealth Planning	85,00085,000	$109,650	0.07%	—
26	Point72 Asset Management, L.P.	84,85584,855	$109,463	0.07%	ADD 31%
27	Nuveen, LLC	82,28582,285	$106,148	0.07%	TRIM -61%
28	WELLS FARGO & COMPANY/MN	65,04965,049	$83,913	0.06%	TRIM -42%
29	BANK OF AMERICA CORP /DE/	61,86461,864	$79,805	0.05%	ADD 43%
30	DEUTSCHE BANK AG\	59,27259,272	$76,461	0.05%	—
31	ALLIANCEBERNSTEIN L.P.	38,34038,340	$69,779	0.03%	—
32	CITADEL ADVISORS LLC	51,14651,146	$65,978	0.04%	NEW
33	BlackDiamond Wealth Management, LLC	50,00050,000	$64,500	0.04%	—
34	NEW YORK STATE COMMON RETIREMENT FUND	49,54449,544	$63,912	0.04%	—
35	MORGAN STANLEY	40,10640,106	$51,737	0.03%	TRIM -52%
36	Focus Partners Wealth	39,10439,104	$50,445	0.03%	—
37	PRICE T ROWE ASSOCIATES INC /MD/	37,48937,489	$49,000	0.03%	ADD 67%
38	Larson Financial Group LLC	37,70037,700	$48,633	0.03%	—
39	JPMORGAN CHASE & CO	37,35237,352	$47,437	0.03%	ADD 31%
40	Virtu Financial LLC	33,08233,082	$43,000	0.03%	NEW
41	RHUMBLINE ADVISERS	33,21633,216	$42,845	0.03%	—
42	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	32,71932,719	$42,208	0.03%	ADD 3%
43	Invesco Ltd.	26,71126,711	$34,457	0.02%	ADD 4%
44	Police & Firemen's Retirement System of New Jersey	24,76824,768	$31,951	0.02%	—
45	Vanguard Global Advisers, LLC	21,61921,619	$27,889	0.02%	NEW
46	INTECH INVESTMENT MANAGEMENT LLC	20,94920,949	$27,024	0.02%	TRIM -6%
47	Blue Sky Capital Consultants Group, Inc.	20,50020,500	$26,445	0.02%	—
48	MANUFACTURERS LIFE INSURANCE COMPANY, THE	20,21120,211	$26,072	0.02%	—
49	Tower Research Capital LLC (TRC)	18,69018,690	$24,110	0.02%	ADD 211%
50	Suncoast Equity Management	18,11518,115	$23,368	0.02%	—
51	BARCLAYS PLC	16,78116,781	$21,648	0.01%	TRIM -84%
52	BNP PARIBAS FINANCIAL MARKETS	16,41516,415	$21,175	0.01%	ADD 13%
53	Sanctuary Advisors, LLC	15,02815,028	$19,386	0.01%	—
54	VOYA INVESTMENT MANAGEMENT LLC	13,26313,263	$17,109	0.01%	—
55	OSAIC HOLDINGS, INC.	12,50012,500	$16,125	0.01%	—
56	AQR CAPITAL MANAGEMENT LLC	11,69611,696	$15,088	0.01%	NEW
57	ProShare Advisors LLC	11,33611,336	$14,624	0.01%	TRIM -9%
58	ROYAL BANK OF CANADA	7,1567,156	$9,000	0.01%	ADD 131%
59	Legal & General Group Plc	6,1856,185	$7,979	0.01%	TRIM -13%
60	FMR LLC	4,8124,812	$6,207	0.00%	TRIM -30%
61	Ameritas Investment Partners, Inc.	4,4864,486	$5,787	0.00%	—
62	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	4,4694,469	$5,765	0.00%	ADD 6%
63	CITIGROUP INC	4,1014,101	$5,290	0.00%	ADD 90%
64	Ascentis Independent Advisors	3,7003,700	$4,773	0.00%	NEW
65	Daytona Street Capital LLC	2,8552,855	$3,612	0.00%	—
66	BEACON INVESTMENT ADVISORY SERVICES, INC.	1,0001,000	$1,290	0.00%	NEW
67	CWM, LLC	799799	$1,031	0.00%	ADD 29%
68	Sterling Capital Management LLC	508508	$655	0.00%	ADD 54%
69	SBI Securities Co., Ltd.	256256	$330	0.00%	TRIM -16%
70	Essential Partners LLC	101101	$130	0.00%	ADD 3267%
71	PNC FINANCIAL SERVICES GROUP, INC.	5656	$72	0.00%	ADD 460%
72	Root Financial Partners, LLC	5151	$66	0.00%	NEW
73	Allworth Financial LP	1313	$17	0.00%	ADD 1200%
74	EverSource Wealth Advisors, LLC	1212	$15	0.00%	ADD 71%
75	Sunbelt Securities, Inc.	55	$6	0.00%	NEW
76	True Wealth Design, LLC	44	$6	0.00%	TRIM -33%
77	ROTHSCHILD INVESTMENT LLC	44	$5	0.00%	ADD 100%
78	IFP Advisors, Inc	44	$5	0.00%	—
79	MAI Capital Management	33	$4	0.00%	NEW
80	Arax Advisory Partners	22	$3	0.00%	NEW
81	Caitong International Asset Management Co., Ltd	11	$1	0.00%	NEW
82	Farther Finance Advisors, LLC	11	$1	0.00%	TRIM -99%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VANGUARD CAPITAL MANAGEMENT LLC

—

4.4M

$6M

BlackRock, Inc.

—

2.2M

2.6M

3.5M

3.8M

$5M

Angel Oak Capital Advisors, LLC

—

3.3M

1.2M

150K

3.3M

3.2M

$4M

Corient Private Wealth LLC

—

39K

78K

1.9M

$2M

GEODE CAPITAL MANAGEMENT, LLC

23K

27K

1.0M

1.2M

1.6M

1.9M

$2M

NORTHERN TRUST CORP

—

563K

714K

798K

832K

$1M

Curated Wealth Partners LLC

—

667K

931K

881K

827K

$1M

STATE STREET CORP

—

391K

589K

661K

708K

$913,115

VANGUARD FIDUCIARY TRUST CO

—

632K

$814,786

VANGUARD PORTFOLIO MANAGEMENT LLC

—

462K

$596,530

Composition Wealth, LLC

—

435K

$560,825

Russell Investments Group, Ltd.

—

684K

351K

$452,515

HighTower Advisors, LLC

—

287K

298K

295K

$380,590

Lido Advisors, LLC

—

275K

$355,247

AXXCESS WEALTH MANAGEMENT, LLC

—

213K

$275,201

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	82	22,506,702	19.1%	$29M
2025-Q4	75	16,752,509	14.2%	$30M
2025-Q3	63	10,833,189	9.2%	$14M
2025-Q2	57	23,032,813

Short interest has its own tab now — open SI →

PNBK US Equity☆

Institutional ownership· 13F filers holding PNBK · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding PNBK · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

PNBK US Equity