Patria Investments Ownership | Who Owns Patria Investments?

Patria Investments Ownership Summary

Patria Investments is owned by 32.34% institutional investors, 5.55% insiders, and 62.11% retail investors. Capital research global investors is the largest institutional shareholder, holding 5.40% 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%	5.55%	62.11%
Sector	Financial Services Stocks	37.04%	15.58%	47.38%
Industry	Asset Management Stocks	49.02%	11.57%	39.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Capital research global investors	8.52M	5.40%	$107.39M
Fmr	6.65M	4.21%	$83.81M
Blackrock funding, inc. /de	5.86M	3.71%	$73.82M
Pertento partners llp	5.21M	3.30%	$65.60M
Blackrock	3.47M	2.30%	$41.89M
Samlyn capital	2.05M	1.30%	$25.86M
Mizuho markets americas	1.50M	0.95%	$18.90M
Nuveen asset management	1.32M	0.86%	$15.32M
State street	1.31M	0.83%	$16.56M
Adage capital partners gp	1.00M	0.63%	$12.60M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pertento partners llp	5.21M	4.80%	$65.60M
Zeno equity partners llp	115.58K	4.15%	$10.23M
Point nemo capital	106.08K	0.88%	$1.34M
Mhr fund management	900.00K	0.83%	$11.34M
Aurora investment counsel	106.75K	0.75%	$1.35M
Globeflex capital l p	298.50K	0.57%	$3.76M
Mizuho markets americas	1.50M	0.52%	$18.90M
Samlyn capital	2.05M	0.44%	$25.86M
Jackson creek investment advisors	111.73K	0.41%	$1.41M
Yorktown management & research	34.00K	0.36%	$428.40K

Top Buyers

Holder	Shares	% Assets	Change
Pertento partners llp	5.21M	4.80%	722.95K
Nuveen asset management	1.32M	0.00%	382.18K
Hrt financial lp	363.14K	0.01%	363.14K
Ubs group	917.61K	0.00%	274.06K
Qube research	236.53K	0.00%	236.53K

Top Sellers

Holder	Shares	% Assets	Change
Inherent management	-	-	-1.48M
Millennium management	35.41K	0.00%	-1.32M
Wellington management group llp	-	-	-959.49K
Capital research global investors	8.52M	0.02%	-659.23K
Alliancebernstein	59.62K	0.00%	-607.55K

New Positions

Holder	Shares	% Assets	Change	Value
Hrt financial lp	363.14K	0.01%	363.14K	$4.58M
Qube research	236.53K	0.00%	236.53K	$2.98M
Renaissance	235.77K	0.00%	235.77K	$2.97M
Xtx topco	114.73K	0.03%	114.73K	$1.45M
Jackson creek investment advisors	111.73K	0.41%	111.73K	$1.41M

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 %
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%
Mar 31, 2025	143	4.38%	41,870,428	-10.61%	27	2.90%	68	-8.11%	49	4.26%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Capital Income Bldr A	4.60M	2.88%	-507.77K
American Funds SMALLCAP World A	3.42M	2.15%	-131.50K
American Century Small Cap Value Inv	1.55M	1.02%	225.00K
American Century U.S. Small Cap Value	1.55M	1.02%	225.00K
iShares Russell 2000 ETF	1.57M	0.98%	13.21K
CREF Stock R1	1.22M	0.79%	63.22K
Fidelity Low-Priced Stock	1.13M	0.71%	-911.00
FIAM Small Cap Core CIT Cl B	827.01K	0.54%	5.60K
iShares Core MSCI Emerging Markets ETF	862.34K	0.54%	-
FIAM Small Cap Core Composite	789.11K	0.52%	8.71K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 20, 2007	LANDMAN WILLIAM	-	Buy	$3.15M
Nov 06, 2009	Malibu Partner LLC	-	Buy	-
Oct 30, 2009	Malibu Partner LLC	-	Buy	-
Dec 03, 2007	Gressel Daniel L	-	Buy	$1.50M

Insider Transactions Trends

Date	Buy	Sell
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 5.55% insiders and 62.11% retail investors. The average institutional ownership in Patria Investments's industry, Asset Management Stocks, is 49.02%, which Patria Investments falls below.

Who owns the most shares of Patria Investments?

Patria Investments’s largest shareholders are Capital research global investors (8.52M shares, 5.40%), Fmr (6.65M shares, 4.21%), and Blackrock funding, inc. /de (5.86M shares, 3.71%). Together, they hold 13.31% 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?

Pertento partners llp is Patria Investments’s biggest shareholder by percentage of total assets invested, with 4.80% of its assets in 5.21M Patria Investments shares, valued at 65.6M$.

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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