WhiteHorse Finance Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LALIA CAPITAL, LLC | 08/11/2026 | 712.77 K | $4.78 M | 3.43% | 3.30% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 430.60 K | $2.89 M | -1.14% | 2.00% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 360.53 K | $2.42 M | 47.80% | 1.67% |
| CASTLEKNIGHT MANAGEMENT LP | 08/14/2026 | 205.66 K | $1.38 M | -29.68% | 0.95% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 185.01 K | $1.24 M | 0.00% | 0.86% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 174.88 K | $1.17 M | 3.43% | 0.81% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 114.84 K | $769.44 K | 0.00% | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 105.50 K | $706.86 K | 370.44% | 0.49% |
| RONALD BLUE TRUST, INC. | 07/21/2026 | 95.60 K | $640.52 K | 0.00% | 0.44% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 90.53 K | $606.56 K | 34.15% | 0.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 75.99 K | $509.11 K | 8.92% | 0.35% |
| BLACKROCK, INC. | 08/07/2026 | 71.14 K | $476.61 K | -2.48% | 0.33% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 70.99 K | $475.66 K | -2.50% | 0.33% |
| UBS GROUP AG | 08/13/2026 | 57.39 K | $384.53 K | 81.99% | 0.27% |
| MARSHALL WACE, LLP | 08/13/2026 | 55.07 K | $368.99 K | -27.79% | 0.26% |
| BASSO CAPITAL MANAGEMENT, L.P. | 07/27/2026 | 52.50 K | $351.75 K | -12.50% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 45.61 K | $306.00 K | -3.31% | 0.21% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 45.00 K | $301.47 K | 0.39% | 0.21% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 44.40 K | $297.50 K | 162.77% | 0.21% |
| GABLES CAPITAL MANAGEMENT INC. | 08/10/2026 | 43.87 K | $293.90 K | -13.95% | 0.20% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 41.58 K | $278.57 K | -31.35% | 0.19% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 30.47 K | $211.79 K | 4.30% | 0.14% |
| DIMENSION CAPITAL MANAGEMENT LLC | 08/14/2026 | 28.34 K | $189.86 K | 0.00% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 25.02 K | $167.00 K | 2.51% | 0.12% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 24.28 K | $162.68 K | 4.47% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 22.21 K | $148.79 K | -41.44% | 0.10% |
| NOMURA HOLDINGS INC | 08/14/2026 | 20.00 K | $134.00 K | 100.00% | 0.09% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 18.92 K | $131.00 K | 100.00% | 0.09% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 17.41 K | $116.63 K | 3.55% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 13.80 K | $92.46 K | -54.00% | 0.06% |
| POWELL INVESTMENT ADVISORS, LLC | 07/29/2026 | 12.03 K | $83.63 K | 0.00% | 0.06% |
| NORTHSTAR ADVISORY GROUP, LLC | 07/14/2026 | 11.78 K | $78.91 K | 3.33% | 0.05% |
| NORDEN GROUP LLC | 07/29/2026 | 11.00 K | $73.70 K | 0.00% | 0.05% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 9.90 K | $66.00 K | 0.00% | 0.05% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 08/10/2026 | 6.28 K | $42.00 K | -87.06% | 0.03% |
| ROYAL BANK OF CANADA | 08/14/2026 | 5.74 K | $38.00 K | -54.64% | 0.03% |
| MORGAN STANLEY | 08/13/2026 | 5.41 K | $36.23 K | -84.55% | 0.03% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 3.27 K | $21.91 K | 100.00% | 0.02% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 3.00 K | $20.10 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.87 K | $19.24 K | -80.76% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.94 K | $12.98 K | 100.00% | 0.01% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 1.49 K | $10.01 K | -5.38% | 0.01% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 1.15 K | $7.72 K | 100.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 889 | $5.96 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 775 | $5.19 K | -29.93% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 255 | $1.71 K | 0.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 200 | $1.36 K | 0.00% | 0.00% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 85 | $570 | 100.00% | 0.00% |
| HILTON HEAD CAPITAL PARTNERS, LLC | 07/27/2026 | 65 | $436 | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 14 | $94 | 100.00% | 0.00% |
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WhiteHorse Finance Inc institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of WhiteHorse Finance Inc. The most heavily invested institutionals were:
Lalia Capital, LLC: 712,769
TWO SIGMA INVESTMENTS, LP: 430,600
Ethos Financial Group, LLC: 360,532
CastleKnight Management LP: 205,656
BANK OF AMERICA CORP /DE/: 185,006
Legal & General Group Plc: 174,879
15.50% of WhiteHorse Finance Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.99 M shares in the last 24 months. This purchase volume represents approximately $37.05 M in transactions.