64% buyers of institutions opening or closing positions this quarter
6 more new buyers than exits, ownership fell 1.10 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
64% buyers of institutions opening or closing positions this quarter
25.4% institutional ownership
Angel Oak Capital portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in PNBK across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PNBK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 4.4M | $5.7M | — | 3.743% | 0.00% |
| 2 | BlackRock, Inc. | 3.8M | $4.9M | +8.8% | 3.206% | 0.00% |
| 3 | Angel Oak Capital Advisors, LLC | 3.2M | $4.1M | -3.8% | 2.692% | 4.54% |
| 4 | Corient Private Wealth LLC | 1.9M | $2.5M | +4804.7% | 1.632% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $2.4M | +14.5% | 1.579% | 0.00% |
| 6 | NORTHERN TRUST CORP | 832K | $1.1M | +4.3% | 0.707% | 0.00% |
| 7 | Curated Wealth Partners LLC | 827K | $1.1M | -6.1% | 0.704% | 0.13% |
| 8 | STATE STREET CORP | 708K | $913K | +7.0% | 0.602% | 0.00% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 632K | $815K | — | 0.537% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 462K | $597K | — | 0.393% | 0.00% |
| 11 | Miracle Mile Advisors, LLC | 435K | $561K | 0.0% | 0.370% | 0.01% |
| 12 | Russell Investments Group, Ltd. | 351K | $453K | -48.7% | 0.298% | 0.00% |
| 13 | HighTower Advisors, LLC | 295K | $381K | +0.0% | 0.251% | 0.00% |
| 14 | Lido Advisors, LLC | 275K | $355K | 0.0% | 0.234% | 0.00% |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | 213K | $275K | 0.0% | 0.181% | 0.01% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 178K | $230K | +5.5% | 0.151% | 0.00% |
| 17 | Bank of New York Mellon Corp | 147K | $189K | +4.7% | 0.125% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 137K | $177K | +45.7% | 0.117% | 0.00% |
| 19 | UBS Group AG | 128K | $165K | +1127.9% | 0.109% | 0.00% |
| 20 | Rinkey Investments | 122K | $157K | 0.0% | 0.104% | 0.04% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 119K | $153K | +265.7% | 0.101% | 0.00% |
| 22 | Beacon Pointe Advisors, LLC | 104K | $134K | 0.0% | 0.088% | 0.00% |
| 23 | Westmount Partners, LLC | 100K | $129K | +400.0% | 0.085% | 0.03% |
| 24 | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100K | $129K | 0.0% | 0.085% | 0.00% |
| 25 | Falcon Wealth Planning | 85K | $110K | 0.0% | 0.072% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PNBK — a direct measure of their conviction.
Filings activity in PNBK during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 80 | +8.1% | 25.36% | 1.10 pp | $29M | 4.2% |
| Q4 2025 | 74 | +19% | 26.46% | +14.20 pp | $30M | +116% |
| Q3 2025 | 62 | +8.8% | 12.26% | 18.15 pp | $14M | 60% |
| Q2 2025 | 57 | +217% | 30.41% | +26.52 pp | $35M | +683% |
| Q1 2025 | 18 | +20% | 3.89% | +2.52 pp | $4M | +184% |
| Q4 2024 | 15 | 6.3% | 1.37% | 0.33 pp | $2M | 19% |
| Q3 2024 | 16 | 24% | 1.70% | 0.78 pp | $2M | 32% |
| Q2 2024 | 21 | — | 2.48% | — | $3M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for PNBK.
Quick answers to the most common questions about buying PNBK stock.
Based on Q1 2026 13F filings, institutional ownership of Patriot National Bancorp, Inc. stands at 25.4%, held across 80 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of PNBK, with approximately 4,401,532 shares worth $0.01B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PNBK.
Our composite Smart Money Score for PNBK is 31 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in PNBK during Q1 2026, while 8 fully exited. 16 added to existing positions and 49 trimmed.
PNBK institutional ownership fell by 1.10 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 82.8% of all reported 13F value in PNBK, and the top 25 account for 95.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.