Security Snapshot

PATRIOT NATIONAL BANCORP INC - (Voting) Common Stock, Par Value $0.01 Per Share (PNBK) Institutional Ownership

CUSIP: 70336F203

13F Institutional Holders and Ownership History from Q1 2015 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

82

Shares (Excl. Options)

22,506,696

Price

$1.29

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+2,044,821
Value change
+$2,555,333
Number of holders
82
Security identity Names, identifiers, and filing context for this profile. 1 source field
Underlying class
Voting Common Stock
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
116,937,063
SEC-reported price per share
$1.19
Insider filing price
$1.19
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • PNBK - PATRIOT NATIONAL BANCORP INC - (Voting) Common Stock, Par Value $0.01 Per Share is tracked under CUSIP 70336F203.
  • 82 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 75 to 82 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $30,257,066 to $29,054,530.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 82 institutions filings for Q1 2026.

Open SEC evidence

Security key

70336F203

Latest holder period

Q1 2026

13F holders

82

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
PNBK
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Sugarman Steven 7.8% -6.2% $11,725,971 +$2,600,000 9,019,978 +28% Sugarman Steven 16 Oct 2025
FHNB LLC 9% $26,200,001 6,666,667 FHNB LLC 20 Mar 2025
LMI Partners, LLC 0.25% $466,041 285,915 LMI Partners, LLC 15 Sep 2025
ALLIANCEBERNSTEIN L.P. 1% $151,659 38,590 AllianceBernstein L.P. 28 Feb 2025

As of 31 Mar 2026, 82 institutional investors reported holding 22,506,696 shares of PATRIOT NATIONAL BANCORP INC - (Voting) Common Stock, Par Value $0.01 Per Share (PNBK). This represents 19% of the company’s total 116,937,063 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
18%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD CAPITAL MANAGEMENT LLC 3.8% 4,401,532 0% 0% $5,677,976
BlackRock, Inc. 3.2% 3,769,973 +8.8% 0% $4,863,264
Angel Oak Capital Advisors, LLC 2.7% 3,166,259 -3.8% 4.5% $4,084,474
Corient Private Wealth LLC 1.6% 1,918,869 +4805% 0% $2,475,341
GEODE CAPITAL MANAGEMENT, LLC 1.6% 1,857,107 +15% 0% $2,396,322
NORTHERN TRUST CORP 0.71% 831,921 +4.3% 0% $1,073,178
Curated Wealth Partners LLC 0.71% 827,340 -6.1% 0.13% $1,067,268
STATE STREET CORP 0.61% 707,841 +7% 0% $913,115
VANGUARD FIDUCIARY TRUST CO 0.54% 631,617 0% 0% $814,786
VANGUARD PORTFOLIO MANAGEMENT LLC 0.4% 462,426 0% 0% $596,530
Composition Wealth, LLC 0.37% 434,748 0% 0.01% $560,825
Russell Investments Group, Ltd. 0.3% 350,787 -49% 0% $452,515
HighTower Advisors, LLC 0.25% 295,031 +0.01% 0% $380,590
Lido Advisors, LLC 0.24% 275,385 0% 0% $355,247
AXXCESS WEALTH MANAGEMENT, LLC 0.18% 213,334 0% 0.01% $275,201
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.15% 178,145 +5.5% 0% $229,807
Bank of New York Mellon Corp 0.13% 146,691 +4.7% 0% $189,231
GOLDMAN SACHS GROUP INC 0.12% 137,330 +46% 0% $177,156
UBS Group AG 0.11% 128,293 +1128% 0% $165,498
Rinkey Investments 0.1% 121,828 0% 0.04% $157,158
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.1% 118,956 +266% 0% $153,453
Beacon Pointe Advisors, LLC 0.09% 104,000 0% 0% $134,160
Avior Wealth Management, LLC 0.09% 100,000 0% 0% $129,000
Westmount Partners, LLC 0.09% 100,000 +400% 0.03% $129,000
Falcon Wealth Planning 0.07% 85,000 0% 0.01% $109,650

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
45
Latest
Q1 2026
Rows shown
1-25 of 45
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 22,506,696 $29,054,530 +$2,555,333 $1.29 82
2025 Q4 16,713,386 $30,257,066 +$10,870,896 $1.82 75
2025 Q3 10,810,948 $14,058,528 -$15,872,541 $1.30 62
2025 Q2 23,032,265 $35,008,977 +$29,220,108 $1.52 56
2025 Q1 3,844,500 $4,460,068 +$3,218,616 $1.16 16
2024 Q4 808,341 $1,562,054 -$402,704 $1.94 14
2024 Q3 1,021,096 $1,940,098 -$719,604 $1.90 15
2024 Q2 1,404,880 $2,626,728 -$280,349 $1.87 19
2024 Q1 1,538,326 $5,745,533 -$59,870 $3.75 17
2023 Q4 1,554,395 $5,953,660 -$135,322 $3.83 18
2023 Q3 1,589,724 $10,995,477 +$364,222 $7.40 17
2023 Q2 1,540,481 $12,311,318 +$444,468 $7.88 18
2023 Q1 1,484,497 $13,093,522 +$77,402 $8.82 16
2022 Q4 1,475,427 $15,639,440 -$1,531,931 $10.60 17
2022 Q3 1,530,517 $16,390,000 +$1,425,648 $10.52 14
2022 Q2 1,392,574 $16,948,000 +$772,866 $12.17 14
2022 Q1 1,325,331 $22,439,000 -$514,100 $16.93 13
2021 Q4 1,358,943 $21,022,000 -$457,193 $15.55 13
2021 Q3 1,388,499 $14,419,000 +$865,433 $10.43 12
2021 Q2 1,305,459 $11,889,000 +$8,373,814 $9.14 11
2021 Q1 385,537 $3,997,000 +$182,608 $10.48 8
2020 Q4 368,156 $3,618,000 +$367,012 $9.94 9
2020 Q3 331,276 $2,257,000 +$316,510 $6.76 8
2020 Q2 285,837 $1,687,000 -$4,171 $5.90 8
2020 Q1 286,542 $1,775,000 +$107,363 $6.20 10
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .