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PennantPark Investment Ownership | Who Owns PennantPark Investment?

OverviewForecastRevenueFinancialsChartTranscripts

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 Stocks51.84%9.46%38.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Invesco1.84M2.81%$13.00M
Lsv asset management1.78M2.73%$12.19M
Two sigma advisers, lp1.32M2.02%$9.34M
Two sigma investments, lp914.38K1.40%$6.47M
Truvestments capital595.00K0.91%$4.07M
Advisors asset management588.31K0.90%$4.17M
Blackrock funding, inc. /de500.39K0.77%$3.42M
Hennion & walsh asset management462.71K0.71%$3.16M
Legal & general group432.26K0.66%$3.06M
Morgan stanley425.07K0.65%$3.21M

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
Sterneck capital management72.89K0.25%$498.60K
Garner asset management79.12K0.25%$541.17K
Abbot financial management74.51K0.24%$509.65K
Mckinley capital management118.92K0.16%$897.87K
Hennion & walsh asset management462.71K0.13%$3.16M
Founders financial alliance58.64K0.11%$415.19K
Texas capital bank wealth management services152.03K0.10%$1.04M

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
Dunhill financial7.93K0.02%7.93K$54.22K

Sold Out

HolderChange
Fmr-1.00
Jaffetilchin investment partners-152.00
Ifp advisors-158.00
Hexagon capital partners-186.00
Citadel advisors-316.00

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 Dist384.46K0.59%-
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%6.23K

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 51.84%, 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 (1.78M shares, 2.73%), and Two sigma advisers, lp (1.32M shares, 2.02%). Together, they hold 7.57% of PennantPark Investment’s total shares outstanding.

Does Blackrock own PennantPark Investment?

BlackRock is not among the top 10 institutional shareholders of PennantPark Investment.

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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