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PennantPark Investment Ownership | Who Owns PennantPark Investment?

OverviewForecastRevenueFinancialsChartTranscripts

PennantPark Investment Ownership Summary

PennantPark Investment is owned by 21.33% institutional investors, 3.38% insiders, and 75.29% retail investors. Lsv asset management is the largest institutional shareholder, holding 2.91% 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 Investment21.33%3.38%75.29%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryAsset Management Stocks31.89%9.87%58.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Lsv asset management1.90M2.91%$13.42M
Invesco1.84M2.81%$13.00M
Two sigma advisers, lp1.32M2.02%$9.34M
Two sigma investments, lp914.38K1.40%$6.47M
Hennion & walsh asset management625.36K0.96%$4.43M
Advisors asset management588.31K0.90%$4.17M
Legal & general group432.26K0.66%$3.06M
Blackrock funding, inc. /de428.41K0.66%$3.03M
Morgan stanley425.07K0.65%$3.21M
Blackrock421.97K0.65%$3.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Smh capital advisors68.21K1.17%$482.93K
Truvestments capital382.80K0.70%$2.71M
Garner asset management103.04K0.33%$730.00K
Abbot financial management74.50K0.26%$527.47K
Sterneck capital management67.93K0.26%$480.96K
Hennion & walsh asset management625.36K0.20%$4.43M
Mckinley capital management118.92K0.16%$897.87K
Emc capital management31.79K0.13%$225.00K
Condor capital management197.43K0.12%$1.40M
Founders financial alliance58.64K0.11%$415.19K

Top Buyers

HolderShares% AssetsChange
Two sigma investments, lp914.38K0.01%178.42K
Two sigma advisers, lp1.32M0.02%127.10K
Raymond james financial89.23K0.00%89.23K
Cresset asset management78.82K0.00%78.82K
Grimes & company62.58K0.01%62.58K

Top Sellers

HolderShares% AssetsChange
Millennium management---437.49K
Ares management---367.04K
Morgan stanley425.07K0.00%-322.79K
Legacy capital wealth partners---220.54K
International assets investment management31.35K0.02%-187.79K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial89.23K0.00%89.23K$631.75K
Grimes & company62.58K0.01%62.58K$443.05K
Xtx topco45.21K0.03%45.21K$320.09K
Lasalle st. investment advisors26.89K0.06%26.89K$190.00K
Crew capital management15.51K0.09%15.51K$109.79K

Sold Out

HolderChange
Fmr-1.00
Jaffetilchin investment partners-152.00
Ifp advisors-158.00
Citadel advisors-316.00
Smartleaf asset management-336.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 2024122-3.94%17,492,670-2.80%263.52%60-11.76%33-5.71%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Invesco KBW High Dividend Yld Fincl ETF1.84M2.81%-
iShares Listed Private Eq ETF USD Dist380.55K0.58%-
LSV Small Cap Value Institutional195.90K0.30%-
Bridge Builder Small/Mid Cap Value163.50K0.25%-
Virtus Private Credit ETF151.29K0.23%-
Advisors Capital Income w/Growth121.81K0.19%-4.52K
BankInvest Børsnoterede Alt. Akk. W119.35K0.18%1.35K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ110.77K0.17%9.34K
First Trust Specialty Finance106.00K0.16%-150.00K
Indosuez Funds America Small&Mid Caps G70.75K0.11%-

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 21.33%, followed by 3.38% insiders and 75.29% retail investors. The average institutional ownership in PennantPark Investment's industry, Asset Management Stocks, is 31.89%, which PennantPark Investment falls below.

Who owns the most shares of PennantPark Investment?

PennantPark Investment’s largest shareholders are Lsv asset management (1.9M shares, 2.91%), Invesco (1.84M shares, 2.81%), and Two sigma advisers, lp (1.32M shares, 2.02%). Together, they hold 7.74% 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 1.17% of its assets in 68.21K PennantPark Investment shares, valued at 482.93K$.

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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