Patrick Industries Ownership | Who Owns Patrick Industries?
Patrick Industries Ownership Summary
Patrick Industries is owned by 101.57% institutional investors, 4.57% insiders. Blackrock is the largest institutional shareholder, holding 16.05% of PATK shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.37% of its assets in Patrick Industries shares.
PATK Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Patrick Industries | 101.57% | 4.57% | -6.14% |
Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
Industry | Furnishings, Fixtures & Appliances Stocks | 56.77% | 12.34% | 30.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 3.48M | 16.05% | $377.35M |
Fmr | 3.29M | 15.18% | $356.87M |
Vanguard group | 1.56M | 7.19% | $169.01M |
Pacer advisors | 1.33M | 6.12% | $143.89M |
Dimensional fund advisors lp | 1.32M | 6.10% | $143.30M |
State street | 788.36K | 3.64% | $85.58M |
Geode capital management | 498.75K | 2.30% | $54.15M |
Wellington management group llp | 402.38K | 1.86% | $43.68M |
Capital world investors | 357.77K | 1.65% | $38.84M |
Loomis sayles & co l p | 354.86K | 1.64% | $38.52M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Anchor capital management company | 146.09K | 16.83% | $15.86M |
Rivermont capital management lp | 82.25K | 3.82% | $8.93M |
Tributary capital management | 205.79K | 1.85% | $22.34M |
Ballast asset management, lp | 34.02K | 1.72% | $3.17M |
Nbw capital | 68.65K | 1.47% | $7.45M |
Essex investment management | 50.29K | 1.02% | $5.46M |
Aldebaran capital | 9.68K | 0.98% | $1.05M |
Redmont wealth advisors | 5.59K | 0.95% | $606.69K |
De lisle partners llp | 27.02K | 0.64% | $2.93M |
1st source bank | 92.77K | 0.59% | $10.07M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Capital world investors | 357.77K | 0.01% | 357.77K |
Pacer advisors | 1.33M | 0.33% | 221.90K |
Massachusetts financial services co /ma/ | 206.91K | 0.01% | 206.91K |
Thrivent financial for lutherans | 159.37K | 0.03% | 141.32K |
Blackrock | 3.48M | 0.01% | 113.83K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Epoch investment partners | 27.77K | 0.01% | -121.43K |
Arrowstreet capital, limited partnership | 179.33K | 0.02% | -119.32K |
Loomis sayles & co l p | 354.86K | 0.05% | -89.56K |
Fmr | 3.29M | 0.02% | -69.73K |
Invesco | 315.18K | 0.01% | -64.68K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Capital world investors | 357.77K | 0.01% | 357.77K | $38.84M |
Massachusetts financial services co /ma/ | 206.91K | 0.01% | 206.91K | $22.46M |
Norges bank | 99.44K | 0.00% | 99.44K | $10.79M |
Segall bryant & hamill | 48.41K | 0.09% | 48.41K | $5.26M |
Kennedy capital management | 28.62K | 0.07% | 28.62K | $3.11M |
Sold Out
Holder | Change |
---|---|
Financial gravity asset management | -3.00 |
Innealta capital | -6.00 |
Quest partners | -9.00 |
Creative financial designs inc /adv | -9.00 |
Harbor investment advisory | -17.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 300 | 11.11% | 22,080,353 | 0.85% | 101 | 1.00% | 159 | 27.20% | 92 | 5.75% |
Jun 30, 2024 | 265 | -4.33% | 21,885,002 | 3.58% | 101 | 1.05% | 124 | 1.64% | 85 | -15.00% |
Mar 31, 2024 | 277 | 10.80% | 21,129,362 | 1.39% | 98 | 1.05% | 122 | 27.08% | 100 | -3.85% |
Dec 31, 2023 | 250 | 3.31% | 20,839,833 | 1.41% | 96 | 1.06% | 96 | 7.87% | 104 | 9.47% |
Sep 30, 2023 | 242 | 4.31% | 20,550,976 | -1.54% | 95 | 1.02% | 89 | -1.11% | 95 | 4.40% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 1.43M | 6.37% | 1.31K |
Pacer US Small Cap Cash Cows 100 ETF | 893.38K | 3.99% | -230.00 |
Vanguard Total Stock Mkt Idx Inv | 666.92K | 2.97% | -3.35K |
American Funds SMALLCAP World A | 629.55K | 2.81% | 271.77K |
iShares Russell 2000 ETF | 561.50K | 2.50% | -1.26K |
Fidelity Small Cap Discovery | 401.68K | 1.79% | 1.51K |
Fidelity Global Value Growth Eq MF | 383.00K | 1.71% | -1.30K |
Strategic Advisers Fidelity US TtlStk | 351.48K | 1.57% | 12.10K |
Vanguard Institutional Extnd Mkt Idx Tr | 325.66K | 1.45% | -1.19K |
Fidelity Series Small Cap Opps | 292.50K | 1.31% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 09, 2024 | Duthie Joel D | Chief Legal Officer/Secretary | Sell | $98.44K |
Nov 22, 2024 | NEMETH ANDY L | Chief Executive Officer | Sell | $2.70M |
Nov 25, 2024 | NEMETH ANDY L | Chief Executive Officer | Sell | $1.41M |
Sep 12, 2024 | Rodino Jeff | President-RV | Sell | $2.63M |
Sep 13, 2024 | Cleveland Todd M | - | Sell | $338.70K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 3 |
2024 Q3 | - | 4 |
2024 Q2 | - | - |
2024 Q1 | - | 12 |
2023 Q4 | - | 17 |
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