PennantPark Investment Ownership | Who Owns PennantPark Investment?


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PennantPark Investment Ownership Summary


PennantPark Investment is owned by 12.38% institutional investors, 3.38% insiders, and 84.24% 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 Investment12.38%3.38%84.24%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryAsset Management Stocks33.74%8.99%57.26%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Invesco1.84M2.81%$12.32M
Lsv asset management1.61M2.46%$10.79M
Two sigma advisers, lp1.20M1.84%$8.05M
Two sigma investments, lp881.54K1.35%$5.92M
Blackrock funding, inc. /de618.63K0.95%$4.15M
Advisors asset management550.48K0.84%$3.69M
Truvestments capital523.29K0.80%$3.51M
Morgan stanley452.21K0.69%$3.03M
Blackrock421.97K0.65%$3.19M
Legal & general group403.08K0.62%$2.71M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Truvestments capital523.29K0.63%$3.51M
Virtus investment advisers139.12K0.27%$933.48K
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 services152.03K0.08%$1.02M
Founders financial alliance65.63K0.08%$440.37K
Hennion & walsh asset management310.40K0.08%$2.08M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de618.63K0.00%118.24K
Marshall wace, llp112.81K0.00%112.81K
Ubs group209.72K0.00%55.33K
Blackrock421.97K0.00%48.14K
Trexquant investment lp37.58K0.00%37.58K

Top Sellers

HolderShares% AssetsChange
Millennium management---437.49K
Ares management---367.04K
Legacy capital wealth partners---220.54K
Lsv asset management1.61M0.02%-174.20K
Alberta investment management---163.00K

New Positions

HolderShares% AssetsChangeValue
Crawford investment counsel20.09K0.00%20.09K$134.80K
Disciplined investments12.00K0.03%12.00K$80.52K
Cetera investment advisers10.13K0.00%10.13K$67.97K
Bnp paribas arbitrage, snc4.79K-4.79K$32.13K
Bryn mawr trust3.50K0.00%3.50K$23.48K

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 %
Sep 30, 202575-32.43%8,081,580-35.52%123.36%34-20.93%17-48.48%
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%

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
Dec 05, 2025Flug Jeffrey-Sell$117.04K
Dec 08, 2025Flug Jeffrey-Sell$719.12K
Dec 04, 2025Flug Jeffrey-Sell$134.61K
Dec 03, 2025Flug Jeffrey-Sell$57.51K
Dec 01, 2025Briones Jose A-Buy$25.02K

Insider Transactions Trends


DateBuySell
2025 Q417
2025 Q22-
2024 Q41-
2024 Q16-
2023 Q43-

PNNT Ownership FAQ


Who Owns PennantPark Investment?

PennantPark Investment shareholders are primarily institutional investors at 12.38%, followed by 3.38% insiders and 84.24% retail investors. The average institutional ownership in PennantPark Investment's industry, Asset Management Stocks, is 33.74%, 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 (1.2M shares, 1.84%). Together, they hold 7.11% 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?

Truvestments capital is PennantPark Investment’s biggest shareholder by percentage of total assets invested, with 0.63% of its assets in 523.29K PennantPark Investment shares, valued at 3.51M$.

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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