Patria Investments Ownership | Who Owns Patria Investments?

Patria Investments Ownership Summary

Patria Investments is owned by 32.34% institutional investors, 5.48% insiders, and 62.18% retail investors. Capital research global investors is the largest institutional shareholder, holding 4.90% of PAX shares. American Funds Capital Income Bldr A is the top mutual fund, with 2.88% of its assets in Patria Investments shares.

PAX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Patria Investments	32.34%	5.48%	62.18%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Asset Management Stocks	47.39%	11.77%	40.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Capital research global investors	7.79M	4.90%	$85.55M
Fmr	6.83M	4.29%	$75.02M
Blackrock funding, inc. /de	5.85M	3.68%	$64.28M
Pertento partners llp	5.34M	3.36%	$58.68M
Blackrock	3.47M	2.30%	$41.89M
Zeno equity partners llp	1.70M	1.07%	$18.68M
Mizuho markets americas	1.50M	0.94%	$16.47M
State street	1.39M	0.88%	$15.29M
Fourth sail capital lp	1.37M	0.86%	$15.09M
Nuveen asset management	1.32M	0.86%	$15.32M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Inherent management	290.83K	20.58%	$53.01M
Zeno equity partners llp	1.70M	6.94%	$18.68M
Pertento partners llp	5.34M	3.16%	$58.68M
Fourth sail capital lp	1.37M	2.29%	$15.09M
Mhr fund management	1.00M	0.57%	$10.98M
Aurora investment counsel	99.46K	0.56%	$1.09M
Grandeur peak global advisors	2.63K	0.39%	$1.69M
Mizuho markets americas	1.50M	0.26%	$16.47M
Yorktown management & research	34.00K	0.23%	$373.32K
Mqs management	10.95K	0.15%	$120.24K

Top Buyers

Holder	Shares	% Assets	Change
Fourth sail capital lp	1.37M	2.29%	1.37M
Nuveen asset management	1.32M	0.00%	382.18K
Zeno equity partners llp	1.70M	6.94%	351.76K
Ubs group	1.21M	0.00%	293.61K
Inherent management	290.83K	20.58%	290.83K

Top Sellers

Holder	Shares	% Assets	Change
Samlyn capital	-	-	-2.05M
Wellington management group llp	-	-	-959.49K
Capital research global investors	7.79M	0.01%	-731.25K
Phase 2 partners	-	-	-541.60K
Amitell capital pte	-	-	-399.09K

New Positions

Holder	Shares	% Assets	Change	Value
Fourth sail capital lp	1.37M	2.29%	1.37M	$15.09M
Sixth street partners management company	158.87K	0.00%	158.87K	$1.74M
Point72 asset management	117.60K	0.00%	117.60K	$1.29M
Gsa capital partners llp	71.67K	0.05%	71.67K	$787.00K
Summittx capital	39.41K	0.01%	39.41K	$432.74K

Sold Out

Holder	Change
Total investment management	-1.00
Entrypoint capital	-7.00
Nelson, van denburg & campbell wealth management group	-10.00
Mondrian investment partners	-18.00
Skopos labs	-18.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	154	-4.94%	51,450,910	0.22%	32	3.11%	87	7.41%	41	-26.79%
Mar 31, 2026	158	0.64%	51,086,010	7.20%	32	3.55%	79	-	54	10.20%
Dec 31, 2025	81	-46.71%	22,236,271	-50.81%	14	1.72%	43	-46.91%	21	-51.16%
Sep 30, 2025	79	-45.52%	12,217,807	-72.09%	7	1.01%	38	-58.24%	23	-34.29%
Jun 30, 2025	144	0.70%	44,995,866	7.46%	28	3.83%	90	32.35%	35	-28.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Capital Income Bldr A	4.60M	2.88%	-507.77K
American Funds Capital Inc Bldr A	4.16M	2.61%	-438.76K
American Funds SMALLCAP World A	3.42M	2.14%	-
iShares Russell 2000 ETF	1.68M	1.05%	-29.86K
American Century U.S. Small Cap Value	1.55M	1.02%	225.00K
American Century Small Cap Value Inv	1.55M	1.02%	225.00K
CREF Stock R1	1.22M	0.79%	63.22K
Fidelity Low-Priced Stock	1.12M	0.70%	-1.51K
iShares Core MSCI Emerging Markets ETF	867.13K	0.54%	-
FIAM Small Cap Core CIT Cl B	827.01K	0.54%	5.60K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 03, 2026	Neto Olimpio Matarazzo	-	Buy	$166.35K
Jun 05, 2026	Neto Olimpio Matarazzo	-	Buy	$573.00K
Jun 03, 2026	Neto Olimpio Matarazzo	-	Buy	$389.90K
May 28, 2026	Neto Olimpio Matarazzo	-	Buy	$172.50K
May 29, 2026	Neto Olimpio Matarazzo	-	Buy	$171.90K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	10	-
2026 Q1	-	-
2009 Q4	2	-
2007 Q4	2	-

PAX Ownership FAQ

Who Owns Patria Investments?

Patria Investments shareholders are primarily institutional investors at 32.34%, followed by 5.48% insiders and 62.18% retail investors. The average institutional ownership in Patria Investments's industry, Asset Management Stocks, is 47.39%, which Patria Investments falls below.

Who owns the most shares of Patria Investments?

Patria Investments’s largest shareholders are Capital research global investors (7.79M shares, 4.90%), Fmr (6.83M shares, 4.29%), and Blackrock funding, inc. /de (5.85M shares, 3.68%). Together, they hold 12.87% of Patria Investments’s total shares outstanding.

Does Blackrock own Patria Investments?

Yes, BlackRock owns 2.30% of Patria Investments, totaling 3.47M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 41.89M$. In the last quarter, BlackRock increased its holdings by 64.89K shares, a 1.90% change.

Who is Patria Investments’s biggest shareholder by percentage of total assets invested?

Inherent management is Patria Investments’s biggest shareholder by percentage of total assets invested, with 20.58% of its assets in 290.83K Patria Investments shares, valued at 53.01M$.

Who is the top mutual fund holder of Patria Investments shares?

American Funds Capital Income Bldr A is the top mutual fund holder of Patria Investments shares, with 2.88% of its total shares outstanding invested in 4.6M Patria Investments shares.

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