PennantPark Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INVESCO LTD. | 02/19/2026 | 1.84 M | $10.95 M | 0.00% | 2.87% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 1.57 M | $9.38 M | -2.12% | 2.46% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 1.23 M | $7.33 M | 2.59% | 1.92% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 1.14 M | $6.77 M | 28.87% | 1.78% |
| MORGAN STANLEY | 02/13/2026 | 729.57 K | $4.35 M | 61.33% | 1.14% |
| BLACKROCK, INC. | 02/12/2026 | 567.02 K | $3.38 M | -8.34% | 0.89% |
| TRUVESTMENTS CAPITAL LLC | 02/13/2026 | 492.81 K | $2.94 M | -5.83% | 0.77% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 469.74 K | $2.80 M | 16.54% | 0.73% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 465.65 K | $2.78 M | -15.41% | 0.73% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 01/28/2026 | 348.80 K | $2.08 M | 0.00% | 0.53% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 319.43 K | $1.90 M | 25.03% | 0.49% |
| LIDO ADVISORS, LLC | 02/10/2026 | 246.31 K | $1.65 M | 0.00% | 0.39% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 195.68 K | $1.17 M | -0.76% | 0.31% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 175.79 K | $1.05 M | 68.63% | 0.27% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 02/09/2026 | 152.03 K | $906.12 K | 0.00% | 0.24% |
| 02/11/2026 | 150.09 K | $894.55 K | 100.00% | 0.23% | |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 150.09 K | $894.55 K | -51.65% | 0.23% |
| 02/09/2026 | 139.10 K | $829.04 K | -0.32% | 0.22% | |
| JANE STREET GROUP, LLC | 02/12/2026 | 137.66 K | $820.45 K | 100.00% | 0.22% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 127.47 K | $760.00 K | -2.50% | 0.20% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 123.17 K | $734.07 K | -11.47% | 0.19% |
| XTX TOPCO LTD | 02/17/2026 | 114.41 K | $681.87 K | 100.00% | 0.18% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 88.23 K | $525.87 K | 22.97% | 0.14% |
| CITADEL ADVISORS LLC | 02/17/2026 | 85.60 K | $510.18 K | 178.83% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 83.11 K | $495.00 K | 0.39% | 0.13% |
| STERNECK CAPITAL MANAGEMENT, LLC | 01/22/2026 | 77.74 K | $463.32 K | 14.61% | 0.12% |
| CITADEL ADVISORS LLC | 02/17/2026 | 73.39 K | $437.40 K | 100.00% | 0.11% |
| ABBOT FINANCIAL MANAGEMENT, INC. | 02/13/2026 | 73.32 K | $437.00 K | 0.01% | 0.11% |
| GARNER ASSET MANAGEMENT CORP | 02/03/2026 | 72.55 K | $432.39 K | -18.06% | 0.11% |
| GALLAGHER CAPITAL ADVISORS, LLC | 02/12/2026 | 70.83 K | $422.12 K | 100.00% | 0.11% |
| DENALI ADVISORS LLC | 02/03/2026 | 70.81 K | $422.03 K | -10.18% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 68.58 K | $408.73 K | -1.57% | 0.11% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 66.29 K | $395.10 K | 1.01% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 58.75 K | $350.13 K | -33.29% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 54.37 K | $324.03 K | -22.08% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 52.57 K | $313.34 K | 25.02% | 0.08% |
| FREESTONE CAPITAL HOLDINGS, LLC | 01/23/2026 | 49.30 K | $293.83 K | 100.00% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 47.41 K | $282.54 K | 1.61% | 0.07% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 01/29/2026 | 48.01 K | $286.16 K | -41.23% | 0.07% |
| NORTHERN TRUST CORP | 02/17/2026 | 46.33 K | $276.10 K | -7.46% | 0.07% |
| LPL FINANCIAL LLC | 02/11/2026 | 45.31 K | $270.07 K | -32.16% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 43.36 K | $258.45 K | 80.05% | 0.07% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 43.17 K | $257.00 K | 100.00% | 0.07% |
| UBS GROUP AG | 01/29/2026 | 41.82 K | $249.22 K | -80.06% | 0.07% |
| CAXTON ASSOCIATES LLP | 02/13/2026 | 41.61 K | $247.97 K | 0.00% | 0.07% |
| QUANTBOT TECHNOLOGIES LP | 02/10/2026 | 41.18 K | $245.44 K | 114.27% | 0.06% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 41.01 K | $244.40 K | 100.00% | 0.06% |
| ESSEX FINANCIAL SERVICES, INC. | 02/10/2026 | 40.70 K | $242.55 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 39.30 K | $234.23 K | -46.53% | 0.06% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 02/17/2026 | 39.24 K | $233.10 K | -39.42% | 0.06% |
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PennantPark Investment Corporation institutional Ownership - FAQ's
During the previous two years, 185 institutional investors and hedge funds held shares of PennantPark Investment Corporation. The most heavily invested institutionals were:
Janney Montgomery Scott LLC: 123,650
UBS Group AG: 109,198
THRIVENT FINANCIAL FOR LUTHERANS: 77,588
Sterneck Capital Management, LLC: 77,438
Gallagher Capital Advisors, LLC: 70,826
Garner Asset Management Corp: 66,880
20.73% of PennantPark Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 19.04 M shares in the last 24 months. This purchase volume represents approximately $92.70 M in transactions.