PennantPark Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INVESCO LTD. | 08/14/2026 | 1.84 M | $6.37 M | 0.00% | 2.87% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 1.34 M | $4.65 M | -7.76% | 2.10% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 1.00 M | $3.48 M | -39.57% | 1.57% |
| MORGAN STANLEY | 08/13/2026 | 766.50 K | $2.66 M | -29.63% | 1.20% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 628.61 K | $2.18 M | 433.12% | 0.98% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 536.49 K | $1.86 M | 3.71% | 0.84% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 405.26 K | $1.41 M | -15.98% | 0.63% |
| MARSHALL WACE, LLP | 08/13/2026 | 391.73 K | $1.36 M | 100.00% | 0.61% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 348.80 K | $1.21 M | 0.00% | 0.55% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 307.79 K | $1.07 M | -3.68% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 306.78 K | $1.06 M | 501.19% | 0.48% |
| BLACKROCK, INC. | 08/07/2026 | 261.85 K | $908.63 K | -29.18% | 0.41% |
| CROSSINGBRIDGE ADVISORS, LLC | 08/13/2026 | 250.00 K | $867.50 K | 60.31% | 0.39% |
| ALPHACENTRIC ADVISORS LLC | 07/24/2026 | 250.00 K | $867.50 K | 60.31% | 0.39% |
| CITADEL ADVISORS LLC | 09/02/2026 | 246.75 K | $856.21 K | 100.00% | 0.39% |
| CALLODINE CAPITAL MANAGEMENT, LP | 08/14/2026 | 224.00 K | $777.28 K | 100.00% | 0.35% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 216.25 K | $750.37 K | 30.63% | 0.34% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 207.52 K | $720.10 K | 100.00% | 0.32% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 203.45 K | $705.97 K | 47.43% | 0.32% |
| TRUVESTMENTS CAPITAL LLC | 08/12/2026 | 201.67 K | $699.80 K | -9.08% | 0.32% |
| MANGROVE PARTNERS | 08/14/2026 | 191.56 K | $664.72 K | 51.91% | 0.30% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 188.42 K | $653.83 K | 1,709.50% | 0.29% |
| XTX TOPCO LTD | 08/14/2026 | 169.16 K | $586.99 K | 158.74% | 0.26% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 147.44 K | $512.00 K | 90.03% | 0.23% |
| HRT FINANCIAL LP | 08/14/2026 | 130.21 K | $451.00 K | 100.00% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 113.36 K | $393.00 K | -8.32% | 0.18% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 108.39 K | $379.34 K | 5.00% | 0.17% |
| UBS GROUP AG | 08/13/2026 | 95.97 K | $333.01 K | -12.12% | 0.15% |
| STERNECK CAPITAL MANAGEMENT, LLC | 07/30/2026 | 91.65 K | $318.02 K | 18.35% | 0.14% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 87.87 K | $304.91 K | 100.00% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 78.35 K | $271.00 K | 10.04% | 0.12% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 71.35 K | $247.59 K | 15.10% | 0.11% |
| GALLAGHER CAPITAL ADVISORS, LLC | 08/05/2026 | 70.83 K | $245.77 K | 0.00% | 0.11% |
| ABBOT FINANCIAL MANAGEMENT, INC. | 08/06/2026 | 70.34 K | $244.07 K | 0.01% | 0.11% |
| DENALI ADVISORS LLC | 08/10/2026 | 68.67 K | $238.29 K | -3.02% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 64.95 K | $225.38 K | -3.16% | 0.10% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 08/13/2026 | 60.72 K | $211.00 K | -12.19% | 0.09% |
| INTEGRITY ADVISORY SOLUTIONS, LLC | 07/31/2026 | 53.62 K | $186.04 K | 100.00% | 0.08% |
| FREESTONE CAPITAL HOLDINGS, LLC | 07/31/2026 | 53.00 K | $183.91 K | 0.00% | 0.08% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 52.03 K | $184.00 K | 100.00% | 0.08% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 49.54 K | $171.90 K | 100.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 47.41 K | $164.52 K | 0.67% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 34.02 K | $118.04 K | -33.18% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 33.80 K | $117.30 K | -19.52% | 0.05% |
| GARNER ASSET MANAGEMENT CORP | 08/07/2026 | 33.43 K | $116.00 K | -50.02% | 0.05% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 30.06 K | $104.31 K | 0.00% | 0.05% |
| BEAUMONT FINANCIAL ADVISORS, LLC | 08/04/2026 | 29.99 K | $104.07 K | 5.62% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 29.56 K | $102.57 K | 174.04% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 29.04 K | $100.78 K | 100.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 28.45 K | $99.58 K | 0.00% | 0.04% |
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PennantPark Investment Corporation institutional Ownership - FAQ's
During the previous two years, 182 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: 1.34 M
TWO SIGMA INVESTMENTS, LP: 1 M
MORGAN STANLEY: 766,499
MILLENNIUM MANAGEMENT LLC: 628,605
Legal & General Group Plc: 536,493
20.09% of PennantPark Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 20.37 M shares in the last 24 months. This purchase volume represents approximately $99.21 M in transactions.