WhiteHorse Finance Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/11/2026 | 689.11 K | $5.10 M | 3.49% | 2.97% | |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 435.57 K | $3.22 M | 69.14% | 1.88% |
| CASTLEKNIGHT MANAGEMENT LP | 05/15/2026 | 292.46 K | $2.16 M | 0.00% | 1.26% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 243.94 K | $1.70 M | 0.00% | 1.05% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 185.00 K | $1.37 M | 0.00% | 0.80% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 169.07 K | $1.25 M | 3.90% | 0.73% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 114.84 K | $849.83 K | 0.00% | 0.50% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 95.60 K | $707.44 K | 0.00% | 0.41% |
| MARSHALL WACE, LLP | 05/15/2026 | 76.27 K | $564.37 K | 100.00% | 0.33% |
| BLACKROCK, INC. | 05/13/2026 | 72.95 K | $539.80 K | -43.01% | 0.31% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 72.81 K | $517.69 K | -5.34% | 0.31% |
| LPL FINANCIAL LLC | 05/06/2026 | 69.77 K | $516.26 K | 0.17% | 0.30% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 67.49 K | $499.40 K | 334.24% | 0.29% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 63.29 K | $468.35 K | 100.00% | 0.27% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 60.82 K | $450.10 K | -4.27% | 0.26% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 60.57 K | $448.19 K | 4.74% | 0.26% |
| BASSO CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 60.00 K | $444.00 K | -25.00% | 0.26% |
| GABLES CAPITAL MANAGEMENT INC. | 05/01/2026 | 50.97 K | $377.21 K | -5.77% | 0.22% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 04/16/2026 | 48.49 K | $359.00 K | 0.00% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 47.17 K | $349.00 K | 0.83% | 0.20% |
| 05/11/2026 | 44.82 K | $331.68 K | 8.90% | 0.19% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 37.93 K | $280.65 K | -11.88% | 0.16% |
| MORGAN STANLEY | 05/15/2026 | 35.00 K | $258.98 K | 26.71% | 0.15% |
| UBS GROUP AG | 05/05/2026 | 31.54 K | $233.36 K | -24.54% | 0.14% |
| CITADEL ADVISORS LLC | 05/15/2026 | 30.00 K | $222.00 K | 100.00% | 0.13% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 29.22 K | $223.80 K | 10.18% | 0.13% |
| DIMENSION CAPITAL MANAGEMENT LLC | 05/15/2026 | 28.34 K | $209.69 K | 0.00% | 0.12% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 05/15/2026 | 25.84 K | $191.19 K | 100.00% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 24.41 K | $181.00 K | -0.19% | 0.11% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 23.24 K | $172.00 K | 100.00% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 22.43 K | $165.95 K | 11.65% | 0.10% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 17.34 K | $128.29 K | 100.00% | 0.07% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 16.90 K | $125.05 K | 33.45% | 0.07% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 16.81 K | $124.40 K | 3.58% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 14.92 K | $110.44 K | -19.92% | 0.06% |
| ROYAL BANK OF CANADA | 05/15/2026 | 12.64 K | $94.00 K | -8.58% | 0.05% |
| POWELL INVESTMENT ADVISORS, LLC | 04/23/2026 | 12.03 K | $92.17 K | 0.00% | 0.05% |
| NORTHSTAR ADVISORY GROUP, LLC | 04/08/2026 | 11.40 K | $84.34 K | 3.51% | 0.05% |
| NORDEN GROUP LLC | 04/15/2026 | 11.00 K | $81.40 K | 0.00% | 0.05% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 9.90 K | $73.00 K | 0.00% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 3.73 K | $27.59 K | 100.00% | 0.02% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 3.00 K | $22.20 K | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 1.58 K | $11.68 K | 4.64% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 1.11 K | $7.87 K | -5.71% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.10 K | $8.14 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 255 | $1.88 K | 0.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 200 | $1.42 K | 0.00% | 0.00% |
| 04/20/2026 | 65 | $481 | 100.00% | 0.00% | |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 5 | $37 | 100.00% | 0.00% |
| PMV CAPITAL ADVISERS, LLC | 04/16/2026 | 4 | $26 | 100.00% | 0.00% |
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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:
TWO SIGMA INVESTMENTS, LP: 435,572
CastleKnight Management LP: 292,456
Ethos Financial Group, LLC: 243,940
BANK OF AMERICA CORP /DE/: 185,004
Legal & General Group Plc: 169,074
BANK OF MONTREAL /CAN/: 114,842
14.73% of WhiteHorse Finance Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.33 M shares in the last 24 months. This purchase volume represents approximately $32.11 M in transactions.