WhiteHorse Finance Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 02/11/2026 | 665.87 K | $4.63 M | 100.00% | 2.86% | |
| CASTLEKNIGHT MANAGEMENT LP | 02/17/2026 | 292.46 K | $2.03 M | 100.00% | 1.26% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 257.52 K | $1.79 M | 11.41% | 1.11% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 243.94 K | $1.70 M | 9.66% | 1.05% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 206.25 K | $1.43 M | -34.70% | 0.89% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 185.00 K | $1.29 M | -0.27% | 0.80% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 162.73 K | $1.13 M | 16.03% | 0.70% |
| JANE STREET GROUP, LLC | 02/12/2026 | 133.72 K | $929.38 K | 100.00% | 0.58% |
| BLACKROCK, INC. | 02/12/2026 | 128.01 K | $889.66 K | -8.00% | 0.55% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 114.84 K | $798.15 K | 0.00% | 0.49% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 95.60 K | $664.42 K | 26.73% | 0.41% |
| BASSO CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 80.00 K | $556.00 K | -30.52% | 0.34% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 76.92 K | $532.30 K | -91.03% | 0.33% |
| LPL FINANCIAL LLC | 02/11/2026 | 69.64 K | $484.03 K | 49.46% | 0.30% |
| CITADEL ADVISORS LLC | 02/17/2026 | 65.80 K | $457.30 K | 207.21% | 0.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 63.53 K | $441.56 K | -7.43% | 0.27% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 57.83 K | $401.88 K | -11.31% | 0.25% |
| GABLES CAPITAL MANAGEMENT INC. | 02/06/2026 | 54.10 K | $375.96 K | -3.25% | 0.23% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 48.84 K | $339.44 K | 100.00% | 0.21% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 48.49 K | $337.00 K | 0.00% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 46.78 K | $325.00 K | -2.25% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 43.04 K | $299.11 K | 227.13% | 0.19% |
| UBS GROUP AG | 01/29/2026 | 41.79 K | $290.45 K | -37.77% | 0.18% |
| 02/11/2026 | 41.16 K | $286.04 K | 100.00% | 0.18% | |
| XTX TOPCO LTD | 02/17/2026 | 29.79 K | $207.01 K | 100.00% | 0.13% |
| DIMENSION CAPITAL MANAGEMENT LLC | 02/17/2026 | 28.34 K | $196.94 K | 0.00% | 0.12% |
| MORGAN STANLEY | 02/13/2026 | 27.62 K | $191.96 K | 259.53% | 0.12% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 26.52 K | $190.92 K | 7.21% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 24.46 K | $170.00 K | 0.00% | 0.11% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 23.95 K | $166.47 K | -25.22% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 20.09 K | $139.59 K | -3.39% | 0.09% |
| HRT FINANCIAL LP | 02/12/2026 | 19.92 K | $138.00 K | 16.46% | 0.09% |
| 02/09/2026 | 19.10 K | $132.75 K | 100.00% | 0.08% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 18.63 K | $129.52 K | 43.68% | 0.08% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 02/13/2026 | 17.96 K | $125.00 K | 100.00% | 0.08% |
| NORTHERN TRUST CORP | 02/17/2026 | 16.91 K | $117.51 K | -5.98% | 0.07% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 16.23 K | $112.80 K | 0.45% | 0.07% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 15.54 K | $108.01 K | 100.00% | 0.07% |
| ROYAL BANK OF CANADA | 02/17/2026 | 13.83 K | $96.00 K | -25.59% | 0.06% |
| MARINER, LLC | 02/13/2026 | 13.66 K | $94.93 K | 5.26% | 0.06% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 12.66 K | $88.00 K | 100.00% | 0.05% |
| POWELL INVESTMENT ADVISORS, LLC | 02/09/2026 | 12.03 K | $86.64 K | 8.80% | 0.05% |
| CITADEL ADVISORS LLC | 02/17/2026 | 11.90 K | $82.71 K | 100.00% | 0.05% |
| NORTHSTAR ADVISORY GROUP, LLC | 01/15/2026 | 11.01 K | $76.53 K | 5.47% | 0.05% |
| NORDEN GROUP LLC | 01/13/2026 | 11.00 K | $76.45 K | 100.00% | 0.05% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 9.90 K | $69.00 K | 0.00% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 6.39 K | $44.40 K | 100.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 3.48 K | $24.19 K | 100.00% | 0.02% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 3.00 K | $20.85 K | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 1.51 K | $10.49 K | 100.00% | 0.01% |
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WhiteHorse Finance Inc institutional Ownership - FAQ's
During the previous two years, 88 institutional investors and hedge funds held shares of WhiteHorse Finance Inc. The most heavily invested institutionals were:
Ethos Financial Group, LLC: 243,940
Ronald Blue Trust, Inc.: 95,601
Sound Income Strategies, LLC: 72,811
GABLES CAPITAL MANAGEMENT INC.: 50,974
BI Asset Management Fondsmaeglerselskab A/S: 48,487
Cambridge Investment Research Advisors, Inc.: 47,169
15.63% of WhiteHorse Finance Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.57 M shares in the last 24 months. This purchase volume represents approximately $33.90 M in transactions.