Patria Investments Ownership | Who Owns Patria Investments?

Patria Investments Ownership Summary

Patria Investments is owned by 28.46% institutional investors, 1.40% insiders, and 70.13% retail investors. Capital research global investors is the largest institutional shareholder, holding 6.15% of PAX shares. American Funds Capital Income Bldr A is the top mutual fund, with 3.23% of its assets in Patria Investments shares.

PAX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Patria Investments	28.46%	1.40%	70.13%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	50.65%	9.51%	39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Capital research global investors	9.72M	6.15%	$136.69M
Fmr	6.04M	3.96%	$70.28M
Blackrock funding, inc. /de	4.94M	3.13%	$69.53M
Blackrock	3.47M	2.30%	$41.89M
Pertento partners llp	3.32M	2.10%	$46.64M
Ubs group	1.88M	1.23%	$21.83M
Samlyn capital	1.92M	1.21%	$27.00M
Adage capital partners gp	1.62M	1.03%	$22.79M
Nuveen asset management	1.32M	0.86%	$15.32M
State street	957.29K	0.64%	$11.54M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Amitell capital pte	601.15K	4.37%	$8.45M
Pertento partners llp	3.32M	4.17%	$46.64M
Grandeur peak global advisors	812.28K	1.38%	$11.42M
Mhr fund management	627.98K	0.98%	$8.83M
Aurora investment counsel	120.80K	0.90%	$1.70M
Yorktown management & research	34.00K	0.46%	$478.04K
Samlyn capital	1.92M	0.37%	$27.00M
683 capital management	400.00K	0.37%	$5.62M
Denali advisors	234.82K	0.34%	$3.30M
Abel hall	39.04K	0.25%	$548.92K

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	1.88M	0.00%	1.73M
Mhr fund management	627.98K	0.98%	427.98K
683 capital management	400.00K	0.37%	400.00K
Nuveen asset management	1.32M	0.00%	382.18K
Globeflex capital l p	217.96K	0.25%	217.96K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	-	-	-959.49K
Grandeur peak global advisors	812.28K	1.38%	-812.14K
Phase 2 partners	-	-	-541.60K
Morgan stanley	517.99K	0.00%	-376.93K
Fil	266.92K	0.00%	-288.29K

New Positions

Holder	Shares	% Assets	Change	Value
683 capital management	400.00K	0.37%	400.00K	$5.62M
Globeflex capital l p	217.96K	0.25%	217.96K	$3.06M
Uniplan investment counsel	76.73K	0.11%	76.73K	$1.08M
Inspire investing	61.49K	0.09%	61.49K	$864.61K
Creative planning	59.90K	0.00%	59.90K	$696.63K

Sold Out

Holder	Change
Ifp advisors	-1.00
Entrypoint capital	-7.00
Nelson, van denburg & campbell wealth management group	-10.00
Ubs asset management americas	-21.00
Coldstream capital management	-36.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	54	-57.81%	7,385,900	-84.33%	4	0.51%	32	-53.62%	15	-63.41%
Sep 30, 2024	128	4.07%	47,127,585	-1.80%	30	3.04%	69	-4.17%	41	10.81%
Jun 30, 2024	122	-	47,990,504	-3.05%	31	2.85%	71	-8.97%	37	37.04%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Capital Income Bldr A	5.11M	3.23%	-
American Funds SMALLCAP World A	3.96M	2.51%	-47.71K
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
iShares Russell 2000 ETF	1.43M	0.90%	-27.30K
CREF Stock R1	1.22M	0.79%	63.22K
Fidelity Low-Priced Stock	1.14M	0.72%	-2.10K
FIAM Small Cap Core CIT Cl B	827.01K	0.54%	5.60K
FIAM Small Cap Core Composite	789.11K	0.52%	8.71K
Fidelity Advisor Small Cap I	779.76K	0.49%	-

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

PAX Ownership FAQ

Who Owns Patria Investments?

Patria Investments shareholders are primarily institutional investors at 28.46%, followed by 1.40% insiders and 70.14% retail investors. The average institutional ownership in Patria Investments's industry, Asset Management Stocks, is 50.65%, which Patria Investments falls below.

Who owns the most shares of Patria Investments?

Patria Investments’s largest shareholders are Capital research global investors (9.72M shares, 6.15%), Fmr (6.04M shares, 3.96%), and Blackrock funding, inc. /de (4.94M shares, 3.13%). Together, they hold 13.24% 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?

Amitell capital pte is Patria Investments’s biggest shareholder by percentage of total assets invested, with 4.37% of its assets in 601.15K Patria Investments shares, valued at 8.45M$.

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 3.23% of its total shares outstanding invested in 5.11M Patria Investments shares.

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