PennantPark Investment Ownership | Who Owns PennantPark Investment?
PennantPark Investment Ownership Summary
PennantPark Investment is owned by 11.59% institutional investors, 3.25% insiders, and 85.16% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PennantPark Investment | 11.59% | 3.25% | 85.16% |
| Sector | Financial Services Stocks | 32.01% | 15.42% | 52.57% |
| Industry | Asset Management Stocks | 25.13% | 8.83% | 66.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Invesco | 1.84M | 2.81% | $12.32M |
| Lsv asset management | 1.57M | 2.46% | $9.38M |
| Two sigma advisers, lp | 1.20M | 1.84% | $8.05M |
| Two sigma investments, lp | 881.54K | 1.35% | $5.92M |
| Morgan stanley | 729.57K | 1.14% | $4.35M |
| Blackrock funding, inc. /de | 567.02K | 0.89% | $3.38M |
| Truvestments capital | 523.29K | 0.80% | $3.51M |
| Legal & general group | 469.74K | 0.73% | $2.80M |
| Advisors asset management | 465.65K | 0.73% | $2.78M |
| Blackrock | 421.97K | 0.65% | $3.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Truvestments capital | 523.29K | 0.63% | $3.51M |
| Gallagher capital advisors | 70.83K | 0.27% | $422.12K |
| Virtus investment advisers | 139.12K | 0.27% | $933.48K |
| Abbot financial management | 73.32K | 0.21% | $491.96K |
| Sterneck capital management | 77.74K | 0.21% | $463.32K |
| Garner asset management | 72.55K | 0.17% | $432.39K |
| Mckinley capital management | 118.92K | 0.16% | $897.87K |
| Founders financial alliance | 66.29K | 0.07% | $395.10K |
| Texas capital bank wealth management services | 152.03K | 0.05% | $906.12K |
| Emc capital management | 13.32K | 0.05% | $91.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 729.57K | 0.00% | 277.36K |
| Jane street group | 137.66K | 0.00% | 137.66K |
| Marshall wace, llp | 112.81K | 0.00% | 112.81K |
| Gallagher capital advisors | 70.83K | 0.27% | 70.83K |
| Legal & general group | 469.74K | 0.00% | 66.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -437.49K |
| Ares management | - | - | -367.04K |
| Legacy capital wealth partners | - | - | -220.54K |
| Ubs group | 41.81K | - | -167.91K |
| Alberta investment management | - | - | -163.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 137.66K | 0.00% | 137.66K | $820.45K |
| Gallagher capital advisors | 70.83K | 0.27% | 70.83K | $422.12K |
| Freestone capital | 49.30K | 0.01% | 49.30K | $293.83K |
| Ronald blue trust | 41.01K | 0.00% | 41.01K | $244.40K |
| Crawford investment counsel | 20.09K | 0.00% | 20.09K | $134.80K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Wealthspire advisors | -100.00 |
| Jaffetilchin investment partners | -152.00 |
| Ifp advisors | -158.00 |
| Physician wealth advisors | -175.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 79 | -30.09% | 7,568,618 | -39.93% | 11 | 3.11% | 35 | -35.19% | 25 | -13.79% |
| Sep 30, 2025 | 75 | -32.43% | 8,081,580 | -35.52% | 12 | 3.36% | 34 | -20.93% | 17 | -48.48% |
| Jun 30, 2025 | 112 | 1.82% | 12,879,378 | -8.10% | 19 | 4.28% | 45 | 2.27% | 32 | - |
| Mar 31, 2025 | 110 | -11.29% | 13,929,287 | -6.20% | 21 | 4.12% | 46 | -17.86% | 30 | -11.76% |
| Dec 31, 2024 | 68 | -42.86% | 4,985,672 | -65.56% | 7 | 1.55% | 28 | -44.00% | 19 | -52.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco KBW High Dividend Yld Fincl ETF | 1.84M | 2.81% | - |
| iShares Listed Private Eq ETF USD Dist | 378.76K | 0.58% | - |
| LSV Small Cap Value Institutional | 195.90K | 0.30% | - |
| Bridge Builder Small/Mid Cap Value | 163.50K | 0.25% | - |
| Virtus Private Credit ETF | 147.30K | 0.23% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 126.02K | 0.19% | 15.25K |
| Advisors Capital Income w/Growth | 121.81K | 0.19% | -4.52K |
| FID DC L&G Diversified Fund | 116.50K | 0.18% | 116.50K |
| First Trust Specialty Finance | 106.00K | 0.16% | -150.00K |
| BankInvest Børsnoterede Alt. Akk. W | 89.02K | 0.14% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2025 | Flug Jeffrey | - | Sell | $117.04K |
| Dec 08, 2025 | Flug Jeffrey | - | Sell | $719.12K |
| Dec 04, 2025 | Flug Jeffrey | - | Sell | $134.61K |
| Dec 03, 2025 | Flug Jeffrey | - | Sell | $57.51K |
| Dec 01, 2025 | Briones Jose A | - | Buy | $25.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | 7 |
| 2025 Q2 | 2 | - |
| 2024 Q4 | 1 | - |
| 2024 Q1 | 6 | - |
| 2023 Q4 | 3 | - |
PNNT Ownership FAQ
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