Patriot National Bancorp Inc (PNBK) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

4,031,884Shares Outstanding

653,506Shares held by institutions

$914,908Value of institutional holdings

38.21%Institutional ownership %

3.77%Shares Changed QoQ

19No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 69 institutional investors hold a position in Patriot National Bancorp Inc (NASDAQ:PNBK).

The percentage of Patriot National Bancorp owned by institutions changed from 146.1% in September 2025 to 223.5% in December 2025, marking a slight up trend.
Quarterly data indicates a 60.03% shift in institutional share volume, and the annual owner count reflects an increase of 360.00%.
The latest 13F cycle for Patriot National Bancorp reveals that of 69 total investors, 45 funds grew their exposure, whereas 10 reduced theirs and 14 made no changes.
Collectively, institutional investors increased their stake in Patriot National Bancorp to 16.54Mn shares as of December 2025, a change that is up by 6.20Mn shares quarter on quarter and up 15.73Mn shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of Patriot National Bancorp as of December 31, 2025, with a position of 3.47Mn shares, representing 46.83% of the company's outstanding stock.
Among the most significant buyers of Patriot National Bancorp during December 2025 were Angel Oak Capital Advisors, LLC (3.14Mn), BlackRock, Inc. (841.44K), Russell Investments Group, Ltd. (680.37K), VANGUARD GROUP INC (480.83K), GEODE CAPITAL MANAGEMENT, LLC (412.62K).
Leading sellers of Patriot National Bancorp stock in December 2025 included Elyxium Wealth, LLC (89.88K), Curated Wealth Partners LLC (50.00K), UBS Group AG (26.38K), Falcon Wealth Planning (20.00K), RHUMBLINE ADVISERS (8.55K).
The top 10 institutional holders of Patriot National Bancorp for the quarter ending December 2025 included BlackRock, Inc. (3.47Mn), Angel Oak Capital Advisors, LLC (3.29Mn), VANGUARD GROUP INC (1.77Mn), GEODE CAPITAL MANAGEMENT, LLC (1.62Mn), Curated Wealth Partners LLC (881.30K), NORTHERN TRUST CORP (797.72K), Russell Investments Group, Ltd. (684.01K), STATE STREET CORP (661.45K), Composition Wealth, LLC (434.75K), HighTower Advisors, LLC (295.00K).

69 Institutional Holders

653,506 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	3,466,061	841,442	32.06%	$6,308,231.00
Angel Oak Capital Advisors, LLC	31 Dec, 2025	3,292,840	3,143,069	2,098.58%	$5,992,969.00
VANGUARD GROUP INC	31 Dec, 2025	1,766,896	480,835	37.39%	$3,215,751.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,621,452	412,624	34.13%	$2,951,392.00
Curated Wealth Partners LLC	31 Dec, 2025	881,297	-50,000	-5.37%	$1,603,961.00
NORTHERN TRUST CORP	31 Dec, 2025	797,717	83,813	11.74%	$1,451,845.00
Russell Investments Group, Ltd.	31 Dec, 2025	684,009	680,370	18,696.62%	$1,244,896.00
STATE STREET CORP	31 Dec, 2025	661,454	72,458	12.30%	$1,203,846.00
Composition Wealth, LLC	31 Dec, 2025	434,748	0	0.00%	$791,241.00
HighTower Advisors, LLC	31 Dec, 2025	295,000	-3,167	-1.06%	$536,900.00
Lido Advisors, LLC	31 Dec, 2025	275,385	0	0.00%	$358,001.00
AXXCESS WEALTH MANAGEMENT, LLC	31 Dec, 2025	213,334	0	0.00%	$388,268.00
Nuveen, LLC	31 Dec, 2025	208,905	24,831	13.49%	$380,207.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	168,909	42,751	33.89%	$307,414.00
Bank of New York Mellon Corp	31 Dec, 2025	140,093	53,907	62.55%	$254,969.00
Rinkey Investments	31 Dec, 2025	121,828	0	0.00%	$221,727.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	111,629	45,400	68.55%	$203,164.00
JANE STREET GROUP, LLC	31 Dec, 2025	107,547	107,547	0.00%	$195,736.00
BARCLAYS PLC	31 Dec, 2025	107,513	35,052	48.37%	$195,673.00
Avior Wealth Management, LLC	31 Dec, 2025	100,000	0	0.00%	$182,000.00

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