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PennantPark Investment Ownership | Who Owns PennantPark Investment?

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PennantPark Investment Ownership Summary

PennantPark Investment is owned by 19.72% institutional investors, 3.38% insiders, and 76.89% retail investors. Invesco is the largest institutional shareholder, holding 2.81% of PNNT shares. Invesco KBW High Dividend Yld Fincl ETF is the top mutual fund, with 2.81% of its assets in PennantPark Investment shares.

PNNT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPennantPark Investment19.72%3.38%76.89%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks52.68%9.46%37.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Invesco1.84M2.81%$13.00M
Lsv asset management1.61M2.46%$10.79M
Two sigma advisers, lp1.32M2.02%$9.34M
Two sigma investments, lp914.38K1.40%$6.47M
Truvestments capital595.00K0.91%$4.07M
Advisors asset management550.48K0.84%$3.69M
Blackrock funding, inc. /de500.39K0.77%$3.42M
Legal & general group432.26K0.66%$3.06M
Morgan stanley425.07K0.65%$3.21M
Blackrock421.97K0.65%$3.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Smh capital advisors68.21K1.06%$466.56K
Truvestments capital595.00K0.81%$4.07M
Virtus investment advisers147.30K0.34%$1.01M
Garner asset management88.54K0.24%$594.09K
Sterneck capital management67.83K0.21%$455.12K
Abbot financial management73.32K0.21%$491.96K
Mckinley capital management118.92K0.16%$897.87K
Sage investment counsel17.00K0.13%$114.07K
Texas capital bank wealth management services152.03K0.10%$1.04M
Founders financial alliance65.63K0.08%$440.37K

Top Buyers

HolderShares% AssetsChange
Two sigma investments, lp914.38K0.01%178.42K
Two sigma advisers, lp1.32M0.02%127.10K
Blackrock funding, inc. /de500.39K0.00%87.03K
Blackrock421.97K0.00%48.14K
Brevan howard capital management lp39.35K0.00%39.35K

Top Sellers

HolderShares% AssetsChange
Millennium management---437.49K
Ares management---367.04K
Morgan stanley425.07K0.00%-322.79K
Marshall wace, llp---280.80K
Legacy capital wealth partners---220.54K

New Positions

HolderShares% AssetsChangeValue
Brevan howard capital management lp39.35K0.00%39.35K$269.13K
Verition fund management25.77K0.00%25.77K$176.30K
Quantbot technologies lp19.23K0.00%19.23K$131.53K
Mariner12.63K0.00%12.63K$86.39K
Disciplined investments12.00K0.03%12.00K$80.52K

Sold Out

HolderChange
Fmr-1.00
Jaffetilchin investment partners-152.00
Ifp advisors-158.00
Physician wealth advisors-175.00
Hexagon capital partners-186.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20251121.82%12,879,378-8.10%194.28%452.27%32-
Mar 31, 2025110-11.29%13,929,287-6.20%214.12%46-17.86%30-11.76%
Dec 31, 202468-42.86%4,985,672-65.56%71.55%28-44.00%19-52.50%
Sep 30, 2024118-14,474,609-16.32%223.16%50-3.85%395.41%
Jun 30, 2024117-4.10%16,996,956-2.83%263.62%52-13.33%369.09%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Invesco KBW High Dividend Yld Fincl ETF1.84M2.81%-
iShares Listed Private Eq ETF USD Dist378.76K0.58%-
LSV Small Cap Value Institutional195.90K0.30%-
Bridge Builder Small/Mid Cap Value163.50K0.25%-
Virtus Private Credit ETF147.30K0.23%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ126.02K0.19%15.25K
Advisors Capital Income w/Growth121.81K0.19%-4.52K
FID DC L&G Diversified Fund116.50K0.18%116.50K
First Trust Specialty Finance106.00K0.16%-150.00K
BankInvest Børsnoterede Alt. Akk. W89.02K0.14%-

Recent Insider Transactions

DateNameRoleActivityValue
May 21, 2025Briones Jose A-Buy$9.99K
May 14, 2025Briones Jose A-Buy$25.04K
Nov 27, 2024Briones Jose A-Buy$24.97K
Mar 12, 2024Allorto Richard T JR CFO and TreasurerBuy$33.98K
Feb 26, 2024Briones Jose A-Buy$8.00K

Insider Transactions Trends

DateBuySell
2025 Q22-
2024 Q41-
2024 Q16-
2023 Q43-
2023 Q33-

PNNT Ownership FAQ

Who Owns PennantPark Investment?

PennantPark Investment shareholders are primarily institutional investors at 19.72%, followed by 3.38% insiders and 76.90% retail investors. The average institutional ownership in PennantPark Investment's industry, Asset Management Stocks, is 52.68%, which PennantPark Investment falls below.

Who owns the most shares of PennantPark Investment?

PennantPark Investment’s largest shareholders are Invesco (1.84M shares, 2.81%), Lsv asset management (1.61M shares, 2.46%), and Two sigma advisers, lp (1.32M shares, 2.02%). Together, they hold 7.30% of PennantPark Investment’s total shares outstanding.

Does Blackrock own PennantPark Investment?

Yes, BlackRock owns 0.65% of PennantPark Investment, totaling 421.97K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 3.19M$. In the last quarter, BlackRock increased its holdings by 48.14K shares, a 12.88% change.

Who is PennantPark Investment’s biggest shareholder by percentage of total assets invested?

Smh capital advisors is PennantPark Investment’s biggest shareholder by percentage of total assets invested, with 1.06% of its assets in 68.21K PennantPark Investment shares, valued at 466.56K$.

Who is the top mutual fund holder of PennantPark Investment shares?

Invesco KBW High Dividend Yld Fincl ETF is the top mutual fund holder of PennantPark Investment shares, with 2.81% of its total shares outstanding invested in 1.84M PennantPark Investment shares.

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