Public record / Tickers / PATK

PATK — PATRICK INDUSTRIES INC

Both disclosure regimes on one name: who in Congress filed about PATK, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming PATK
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
04-07
filed 2026-04-07
13F holders
270
top-270 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Purchase · traded 2026-03-03 → filed 2026-04-07. Ranked over every PATK row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PATK · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PATK
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-03 +35d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2022-02-18Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 01-20 +29d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in PATK

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PATK in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PATK

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $875K held
Trimming
1 Caxton Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PATRICK INDS INC

Merged timeline of congressional filings and notable-manager moves on PATK
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+2,885 sh
2026-05-14Caxton Associates 13Fexit−20,318 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PATK for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$529M1
2FMR LLC$398M1
3WELLINGTON MANAGEMENT GROUP LLP$195M1
4DIMENSIONAL FUND ADVISORS LP$161M1
5VANGUARD CAPITAL MANAGEMENT LLC$159M1
6Capital Research Global Investors$151M1
7Capital World Investors$143M1
8STATE STREET CORP$139M1
9Invesco Ltd.$104M1
10VANGUARD PORTFOLIO MANAGEMENT LLC$86.0M1
11FRANKLIN RESOURCES INC$69.0M1
12Copeland Capital Management, LLC$62.6M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.8M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$52.5M1
15SCHRODER INVESTMENT MANAGEMENT GROUP$48.5M1
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$44.6M1
17NORTHERN TRUST CORP$44.3M1
18MORGAN STANLEY$44.0M1
19Fiera Capital Corp$41.8M1
20BANK OF AMERICA CORP /DE/$39.0M1
21Nuveen, LLC$34.7M1
22VANGUARD FIDUCIARY TRUST CO$25.5M1
23Lodge Hill Capital, LLC$22.8M1
24RAYMOND JAMES FINANCIAL INC$22.5M1
25PRINCIPAL FINANCIAL GROUP INC$20.3M1
26UBS Group AG$20.0M1
27WELLS FARGO & COMPANY/MN$19.8M1
28AMERICAN CENTURY COMPANIES INC$17.2M1
29SEI INVESTMENTS CO$16.7M1
30Watchtower Advisors, LP$16.7M1
31ENVESTNET ASSET MANAGEMENT INC$16.6M1
32Tributary Capital Management, LLC$14.1M1
33PUBLIC SECTOR PENSION INVESTMENT BOARD$13.2M1
341ST SOURCE BANK$11.2M1
35NOMURA HOLDINGS INC$9.1M1
36Legal & General Group Plc$7.6M1
37Waverly Advisors, LLC$7.5M1
38Swiss National Bank$6.9M1
39CASTLEARK MANAGEMENT LLC$6.9M1
40WASATCH ADVISORS LP$6.9M1
41VICTORY CAPITAL MANAGEMENT INC$6.6M1
42MAIRS & POWER INC$6.4M1
43Aberdeen Group plc$6.3M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.2M1
45Atom Investors LP$6.1M1
46FINANCIAL CONSULATE, INC$5.8M1
47STATE OF WISCONSIN INVESTMENT BOARD$5.5M1
48ROYAL BANK OF CANADA$5.5M1
49JANE STREET GROUP, LLC$5.4M1
50ESSEX INVESTMENT MANAGEMENT CO LLC$5.1M1
51Emerald Investment Advisers, LLC$4.8M1
52MILLENNIUM MANAGEMENT LLC$4.3M1
53Alyeska Investment Group, L.P.$4.0M1
54STIFEL FINANCIAL CORP$3.9M1
55Allspring Global Investments Holdings, LLC$3.9M1
56PRUDENTIAL FINANCIAL INC$3.8M1
57ALLIANCEBERNSTEIN L.P.$3.6M1
58Nicholas Investment Partners, LP$3.6M1
59CITIGROUP INC$3.4M1
60DEUTSCHE BANK AG\$3.3M1
61VANGUARD ASSET MANAGEMENT, Ltd$3.2M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$3.2M1
63Squarepoint Ops LLC$3.1M1
64Lisanti Capital Growth, LLC$2.8M1
65PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.8M1
66Pathstone Holdings, LLC$2.8M1
67D. E. Shaw & Co., Inc.$2.8M1
68BENJAMIN EDWARDS INC$2.7M1
69BARCLAYS PLC$2.5M1
70CREDIT AGRICOLE S A$2.4M1
71Susquehanna Portfolio Strategies, LLC$2.4M1
72Point72 Asset Management, L.P.$2.4M1
73LPL Financial LLC$2.3M1
74Creative Planning$2.3M1
75XTX Topco Ltd$2.2M1
76O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
77Empowered Funds, LLC$2.1M1
78JAMES INVESTMENT RESEARCH, INC.$2.0M1
79Illinois Municipal Retirement Fund$2.0M1
80State of New Jersey Common Pension Fund D$1.8M1
81WCG Wealth Advisors LLC$1.8M1
82CITIZENS FINANCIAL GROUP INC/RI$1.8M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.7M1
84FIRST TRUST ADVISORS LP$1.7M1
85Vanguard Global Advisers, LLC$1.7M1
86PDT Partners, LLC$1.7M1
87MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.7M1
88Janus Henderson Group Ltd.$1.6M1
89HighRoad Wealth Advisors, LLC$1.6M1
90Aldebaran Capital, LLC$1.5M1
91TRUIST FINANCIAL CORP$1.5M1
92Vestmark Advisory Solutions, Inc.$1.5M1
93AQR CAPITAL MANAGEMENT LLC$1.5M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.5M1
95HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
96SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M1
97FIFTH THIRD BANCORP$1.3M1
98KFG WEALTH MANAGEMENT, LLC$1.2M1
99Quantinno Capital Management LP$1.1M1
100Verdence Capital Advisors LLC$1.1M1
101Qube Research & Technologies Ltd$1.1M1
102ASSETMARK, INC$1.1M1
103FIL Ltd$1.0M1
104RITHOLTZ WEALTH MANAGEMENT$989K1
105Zurcher Kantonalbank (Zurich Cantonalbank)$975K1
106TD ASSET MANAGEMENT INC$974K1
107Arizona State Retirement System$964K1
108Orion Porfolio Solutions, LLC$917K1
109Jefferies Financial Group Inc.$915K1
110COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$914K1
111ADVISORY RESEARCH INC$902K1
112WealthTrust Axiom LLC$897K1
113Gotham Asset Management, LLC$875K1
114Cetera Investment Advisers$864K1
115INTECH INVESTMENT MANAGEMENT LLC$855K1
116Vanguard Investments Australia, Ltd.$852K1
117OREGON PUBLIC EMPLOYEES RETIREMENT FUND$841K1
118QUADRANT CAPITAL GROUP LLC$802K1
119Calamos Advisors LLC$776K1
120HighTower Advisors, LLC$683K1
121Factor Wealth Management LTD$660K1
122Snowden Capital Advisors LLC$653K1
123TEACHER RETIREMENT SYSTEM OF TEXAS$631K1
124Inspire Investing, LLC$623K1
125New England Research & Management, Inc.$620K1
126BROWN ADVISORY INC$620K1
127VOYA INVESTMENT MANAGEMENT LLC$616K1
128Pictet Asset Management Holding SA$583K1
129Cerity Partners LLC$571K1
130ProShare Advisors LLC$563K1
131COMMERCE BANK$558K1
132Maryland State Retirement & Pension System$539K1
133Man Group plc$537K1
134Atria Investments, Inc$503K1
135TWINBEECH CAPITAL LP$500K1
136Dynamic Technology Lab Private Ltd$493K1
137MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$423K1
138MML INVESTORS SERVICES, LLC$418K1
139Tower Research Capital LLC (TRC)$392K1
140FIDUCIARY TRUST CO$391K1
141FIRST NATIONAL BANK OF OMAHA$386K1
142XPONANCE LLC$386K1
143Twin Lions Management LLC$383K1
144ELEVATION POINT WEALTH PARTNERS, LLC$378K1
145OPPENHEIMER ASSET MANAGEMENT INC.$371K1
146BTC Capital Management, Inc.$364K1
147Corient Private Wealth LLC$363K1
148SummitTX Capital, L.P.$354K1
149Aquatic Capital Management LLC$341K1
150Brooklyn Investment Group$332K1
151WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$322K1
152Bridgewater Advisors Inc.$319K1
153US BANCORP \DE\$314K1
154Abel Hall, LLC$307K1
155EVERGREEN CAPITAL MANAGEMENT LLC$305K1
156Brevan Howard Capital Management LP$303K1
157Ameritas Investment Partners, Inc.$302K1
158PERSONAL CFO SOLUTIONS, LLC$297K1
159State of Wyoming$291K1
160Hennion & Walsh Asset Management, Inc.$274K1
161Krilogy Financial LLC$269K1
162Vanguard Personalized Indexing Management, LLC$262K1
163HANCOCK WHITNEY CORP$260K1
164&PARTNERS$254K1
165BANK OF MONTREAL /CAN/$251K1
166CIBC Asset Management Inc$245K1
167Clearstead Advisors, LLC$243K1
168EVENTIDE ASSET MANAGEMENT, LLC$239K1
169JOURNEY STRATEGIC WEALTH LLC$234K1
170Numerai GP LLC$224K1
171F/m Investments LLC$221K1
172COLDSTREAM CAPITAL MANAGEMENT INC$206K1
173Sanctuary Advisors, LLC$205K1
174CIBC Bancorp USA Inc.$201K1
175Pinnacle Wealth Planning Services, Inc.$154K1
176Smartleaf Asset Management LLC$124K1
177OSAIC HOLDINGS, INC.$105K1
178Rockefeller Capital Management L.P.$103K1
179NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$89.7K1
180UMB Bank, n.a.$89.1K1
181Bayforest Capital Ltd$69.9K1
182BNP Paribas Asset Management Holding S.A.$56.1K1
183Parkside Financial Bank & Trust$52.2K1
184NOMURA ASSET MANAGEMENT CO LTD$38.2K1
185BEACON INVESTMENT ADVISORY SERVICES, INC.$33.3K1
186FEDERATED HERMES, INC.$31.3K1
187Allworth Financial LP$30.2K1
188Key FInancial Inc$28.1K1
189Kemnay Advisory Services Inc.$27.4K1
190Opal Wealth Advisors, LLC$27.1K1
191WealthCollab, LLC$25.2K1
192Salomon & Ludwin, LLC$23.9K1
193MAI Capital Management$22.1K1
194THRIVENT FINANCIAL FOR LUTHERANS$20.1K1
195Clark Wealth Partners$18.1K1
196CHILTON CAPITAL MANAGEMENT LLC$16.8K1
197CWM, LLC$15.0K1
198Arax Advisory Partners$14.6K1
199MATHER GROUP, LLC.$12.4K1
200SIGNATUREFD, LLC$11.1K1
201Retirement Wealth Solutions LLC$9.6K1
202Financial Perspectives, Inc$8.9K1
203Bell Investment Advisors, Inc$8.8K1
204WPG Advisers, LLC$8.0K1
205Cetera Trust Company, N.A$6.7K1
206Keating Financial Advisory Services, Inc.$6.0K1
207CENTAURUS FINANCIAL, INC.$5.9K1
208Harel Insurance Investments & Financial Services Ltd.$5.2K1
209CVA Family Office, LLC$5.0K1
210JFS WEALTH ADVISORS, LLC$3.7K1
211Steward Partners Investment Advisory, LLC$3.3K1
212CANADA LIFE ASSURANCE Co$3.2K1
213Stone House Investment Management, LLC$2.9K1
214Signature Equity Partners, LLC$2.4K1
215Elequin Capital, LP$2.3K1
216NATIXIS ADVISORS, LLC$2.2K1
217Vestcor Inc$1.9K1
218State of Alaska, Department of Revenue$1.8K1
219MidFirst Bank$1.2K1
220SJS Investment Consulting Inc.$6671
221DiNuzzo Private Wealth, Inc.$6671
222Rialto Wealth Management, LLC$5561
223Ankerstar Wealth, LLC$5551
224GILPIN WEALTH MANAGEMENT, LLC$3341
225HFM Investment Advisors, LLC$3331
226PARK AVENUE SECURITIES LLC$2781
227Abound Wealth Management$2231
228Annis Gardner Whiting Capital Advisors, LLC$2231
229Larson Financial Group LLC$2221
230Vermillion Wealth Management, Inc.$2221
231GHP Investment Advisors, Inc.$1121
232TFC Financial Management, Inc.$1121
233KBC Group NV$961
234Smithfield Trust Co$181
235Centerpoint Advisors, LLC$171
236VANGUARD GROUP INC$01
237COMERICA BANK$01
238MACKENZIE FINANCIAL CORP$01
239RENAISSANCE TECHNOLOGIES LLC$01
240WEXFORD CAPITAL LP$01
241CIBC WORLD MARKETS CORP$01
242PROFUND ADVISORS LLC$01
243ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
244CIBC Private Wealth Group LLC$01
245Epoch Investment Partners, Inc.$01
246Amundi$01
247GSA CAPITAL PARTNERS LLP$01
248NORGES BANK$01
249TWO SIGMA SECURITIES, LLC$01
250Verition Fund Management LLC$01
251Supplemental Annuity Collective Trust of NJ$01
252TD Capital Management LLC$01
253MIRABELLA FINANCIAL SERVICES LLP$01
254Global Retirement Partners, LLC$01
255CBIZ Investment Advisory Services, LLC$01
256Inspire Advisors, LLC$01
257Kestra Advisory Services, LLC$01
258Optiver Holding B.V.$01
259NFSG Corp$01
260AlphaQuest LLC$01
261Smith Group Asset Management, LLC$01
262SageView Advisory Group, LLC$01
263Balboa Wealth Partners$01
264Cape Investment Advisory, Inc.$01
265Envestnet Portfolio Solutions, Inc.$01
266Ballast Asset Management, LP$01
267ANCHOR CAPITAL MANAGEMENT COMPANY, LLC$01
268Heritage Family Offices, LLP$01
269Motiv8 Investments LLC$01
270CAXTON ASSOCIATES LLP$01
Truncated by Public Filings. The published aggregate ranks the top 270 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PATK

RETAINED WINDOW · ACTIVE HITS

Zero hits on PATK in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PATK · financials and macro

Financials — as filed PLANNED

PATK's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PATK on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing