PennantPark Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INVESCO LTD. | 05/12/2026 | 1.84 M | $8.25 M | 0.00% | 2.87% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 1.66 M | $7.46 M | 46.17% | 2.60% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 1.45 M | $6.53 M | -7.62% | 2.27% |
| MORGAN STANLEY | 05/15/2026 | 1.09 M | $4.89 M | 49.30% | 1.70% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 517.29 K | $2.33 M | 10.12% | 0.81% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 482.33 K | $2.17 M | 3.58% | 0.75% |
| BLACKROCK, INC. | 05/13/2026 | 369.72 K | $1.66 M | -34.80% | 0.58% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 05/11/2026 | 348.80 K | $1.57 M | 0.00% | 0.55% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 319.54 K | $1.43 M | 0.04% | 0.50% |
| CITIGROUP INC | 05/11/2026 | 300.00 K | $1.35 M | 100.00% | 0.47% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 298.22 K | $1.34 M | 69.65% | 0.47% |
| LIDO ADVISORS, LLC | 05/13/2026 | 246.31 K | $1.13 M | 0.00% | 0.39% |
| TRUVESTMENTS CAPITAL LLC | 05/13/2026 | 221.82 K | $995.98 K | -54.99% | 0.35% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 165.54 K | $743.28 K | 34.40% | 0.26% |
| CROSSINGBRIDGE ADVISORS, LLC | 05/14/2026 | 155.95 K | $700.22 K | 100.00% | 0.24% |
| ALPHACENTRIC ADVISORS LLC | 05/07/2026 | 155.95 K | $700.22 K | 100.00% | 0.24% |
| 05/06/2026 | 138.00 K | $619.62 K | -0.79% | 0.22% | |
| MANGROVE PARTNERS | 05/15/2026 | 126.10 K | $566.19 K | 100.00% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 123.65 K | $555.00 K | -2.99% | 0.19% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 117.91 K | $529.42 K | 100.00% | 0.18% |
| UBS GROUP AG | 05/05/2026 | 109.20 K | $490.30 K | 161.15% | 0.17% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 103.23 K | $451.27 K | 17.00% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 77.59 K | $348.00 K | 79.73% | 0.12% |
| STERNECK CAPITAL MANAGEMENT, LLC | 04/17/2026 | 77.44 K | $347.70 K | -0.39% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 71.20 K | $321.00 K | -14.33% | 0.11% |
| GALLAGHER CAPITAL ADVISORS, LLC | 05/05/2026 | 70.83 K | $318.01 K | 0.00% | 0.11% |
| DENALI ADVISORS LLC | 05/08/2026 | 70.81 K | $317.93 K | 0.00% | 0.11% |
| ABBOT FINANCIAL MANAGEMENT, INC. | 05/13/2026 | 70.33 K | $315.77 K | -4.08% | 0.11% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 05/15/2026 | 69.15 K | $310.50 K | 100.00% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 67.07 K | $301.15 K | -2.20% | 0.10% |
| GARNER ASSET MANAGEMENT CORP | 04/29/2026 | 66.88 K | $300.29 K | -7.81% | 0.10% |
| XTX TOPCO LTD | 05/15/2026 | 65.38 K | $293.55 K | -42.86% | 0.10% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 61.99 K | $278.33 K | -6.49% | 0.10% |
| OXFORD ASSET MANAGEMENT LLP | 05/15/2026 | 61.06 K | $274.17 K | 100.00% | 0.10% |
| FREESTONE CAPITAL HOLDINGS, LLC | 05/13/2026 | 53.00 K | $237.97 K | 7.51% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 51.03 K | $229.12 K | -13.14% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 50.91 K | $228.59 K | -6.36% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 47.10 K | $211.46 K | -10.42% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 47.09 K | $211.42 K | -0.68% | 0.07% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 43.94 K | $197.27 K | 100.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 42.00 K | $188.59 K | -3.14% | 0.07% |
| CAXTON ASSOCIATES LLP | 05/14/2026 | 41.61 K | $186.81 K | 0.00% | 0.07% |
| ESSEX FINANCIAL SERVICES, INC. | 04/24/2026 | 40.70 K | $182.73 K | 0.00% | 0.06% |
| LPL FINANCIAL LLC | 05/06/2026 | 31.39 K | $140.95 K | -30.72% | 0.05% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 30.06 K | $134.97 K | 0.00% | 0.05% |
| SIGNATUREFD, LLC | 04/07/2026 | 28.64 K | $128.61 K | -26.41% | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 28.45 K | $124.33 K | 0.00% | 0.04% |
| BEAUMONT FINANCIAL ADVISORS, LLC | 05/05/2026 | 28.40 K | $127.50 K | 4.38% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 27.28 K | $122.51 K | -80.18% | 0.04% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 27.19 K | $162.05 K | 0.00% | 0.04% |
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PennantPark Investment Corporation institutional Ownership - FAQ's
During the previous two years, 188 institutional investors and hedge funds held shares of PennantPark Investment Corporation. The most heavily invested institutionals were:
Invesco Ltd.: 1.84 M
TWO SIGMA INVESTMENTS, LP: 1.66 M
LSV ASSET MANAGEMENT: 1.45 M
MORGAN STANLEY: 1.09 M
Legal & General Group Plc: 517,288
Advisors Asset Management, Inc.: 482,334
18.82% of PennantPark Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 19.12 M shares in the last 24 months. This purchase volume represents approximately $93.10 M in transactions.