PennantPark Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INVESCO LTD. | 11/13/2025 | 1.84 M | $12.32 M | 0.00% | 2.81% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 1.61 M | $10.79 M | -9.77% | 2.46% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 1.20 M | $8.05 M | -6.01% | 1.84% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 881.54 K | $5.92 M | -5.02% | 1.35% |
| BLACKROCK, INC. | 11/12/2025 | 618.63 K | $4.15 M | 23.63% | 0.95% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 550.48 K | $3.69 M | 4.50% | 0.84% |
| TRUVESTMENTS CAPITAL LLC | 11/14/2025 | 523.29 K | $3.51 M | -12.05% | 0.80% |
| MORGAN STANLEY | 11/14/2025 | 452.21 K | $3.03 M | -5.39% | 0.69% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 403.08 K | $2.71 M | -6.44% | 0.62% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 10/30/2025 | 348.80 K | $2.34 M | 0.00% | 0.53% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 310.41 K | $2.08 M | -32.92% | 0.48% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 255.49 K | $1.66 M | 0.03% | 0.39% |
| LIDO ADVISORS, LLC | 11/14/2025 | 246.31 K | $1.65 M | 0.00% | 0.38% |
| UBS GROUP AG | 11/13/2025 | 209.73 K | $1.41 M | 35.84% | 0.32% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 197.18 K | $1.32 M | 0.77% | 0.30% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 11/13/2025 | 152.03 K | $1.02 M | 0.00% | 0.23% |
| 10/29/2025 | 139.55 K | $936.38 K | -0.57% | 0.21% | |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 139.12 K | $933.48 K | -5.55% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 130.73 K | $877.00 K | -1.35% | 0.20% |
| MARSHALL WACE, LLP | 11/13/2025 | 112.81 K | $756.96 K | 100.00% | 0.17% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 104.25 K | $699.48 K | 493.08% | 0.16% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 89.02 K | $597.00 K | 0.00% | 0.14% |
| GARNER ASSET MANAGEMENT CORP | 11/10/2025 | 88.54 K | $594.09 K | 11.91% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 88.06 K | $590.87 K | -6.31% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 82.79 K | $554.00 K | 22.31% | 0.13% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 11/07/2025 | 81.70 K | $548.20 K | -1.78% | 0.13% |
| DENALI ADVISORS LLC | 11/07/2025 | 78.84 K | $529.00 K | -26.17% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 73.50 K | $493.19 K | -34.43% | 0.11% |
| ABBOT FINANCIAL MANAGEMENT, INC. | 11/10/2025 | 73.32 K | $491.96 K | -1.60% | 0.11% |
| KOVACK ADVISORS, INC. | 11/10/2025 | 71.75 K | $481.44 K | 5.75% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 69.78 K | $499.65 K | -7.02% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 69.67 K | $467.48 K | -23.04% | 0.11% |
| STERNECK CAPITAL MANAGEMENT, LLC | 10/24/2025 | 67.83 K | $455.12 K | -6.95% | 0.10% |
| LPL FINANCIAL LLC | 11/12/2025 | 66.79 K | $448.18 K | 30.17% | 0.10% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 11/07/2025 | 65.63 K | $440.37 K | 5.64% | 0.10% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 11/14/2025 | 64.78 K | $434.66 K | 64.63% | 0.10% |
| NORTHERN TRUST CORP | 11/14/2025 | 50.06 K | $335.92 K | 8.35% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 46.66 K | $313.00 K | 3.54% | 0.07% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10/28/2025 | 46.33 K | $310.85 K | 118.86% | 0.07% |
| GRIES FINANCIAL LLC | 10/22/2025 | 43.94 K | $294.80 K | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 42.05 K | $282.18 K | 119.62% | 0.06% |
| CAXTON ASSOCIATES LLP | 11/17/2025 | 41.61 K | $279.18 K | -13.70% | 0.06% |
| ESSEX FINANCIAL SERVICES, INC. | 11/07/2025 | 40.70 K | $273.07 K | 0.00% | 0.06% |
| SIGNATUREFD, LLC | 10/21/2025 | 38.77 K | $260.16 K | 3.29% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 38.51 K | $258.00 K | 1.62% | 0.06% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 37.58 K | $252.17 K | 100.00% | 0.06% |
| CREATIVE PLANNING | 11/14/2025 | 34.29 K | $230.06 K | 2.75% | 0.05% |
| CITADEL ADVISORS LLC | 11/14/2025 | 30.70 K | $206.00 K | -15.43% | 0.05% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 30.06 K | $201.71 K | 0.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 28.45 K | $194.60 K | -9.25% | 0.04% |
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PennantPark Investment Corporation institutional Ownership - FAQ's
During the previous two years, 178 institutional investors and hedge funds held shares of PennantPark Investment Corporation. The most heavily invested institutionals were:
Invesco Ltd.: 1.84 M
LSV ASSET MANAGEMENT: 1.61 M
TWO SIGMA ADVISERS, LP: 1.2 M
TWO SIGMA INVESTMENTS, LP: 881,536
BlackRock, Inc.: 618,631
Advisors Asset Management, Inc.: 550,480
19.30% of PennantPark Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 18.40 M shares in the last 24 months. This purchase volume represents approximately $120.13 M in transactions.