PennantPark Investment Ownership | Who Owns PennantPark Investment?


OverviewForecastRevenueFinancialsChartTranscripts

PennantPark Investment Ownership Summary


PennantPark Investment is owned by 18.82% institutional investors, 3.25% insiders, and 77.93% retail investors. Invesco is the largest institutional shareholder, holding 2.87% 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 Investment18.82%3.25%77.93%
SectorFinancial Services Stocks 37.05%15.56%47.39%
IndustryAsset Management Stocks49.02%11.57%39.41%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Invesco1.84M2.87%$8.25M
Two sigma investments, lp1.66M2.60%$7.46M
Lsv asset management1.45M2.27%$6.53M
Two sigma advisers, lp1.20M1.84%$8.05M
Morgan stanley1.09M1.70%$4.89M
Legal & general group517.29K0.81%$2.33M
Advisors asset management482.33K0.75%$2.17M
Blackrock421.97K0.65%$3.19M
Blackrock funding, inc. /de369.72K0.58%$1.66M
Universal- beteiligungs- und servicegesellschaft mbh348.80K0.55%$1.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Alphacentric advisors155.95K0.70%$700.22K
Gallagher capital advisors70.83K0.21%$318.01K
Virtus investment advisers165.54K0.20%$743.27K
Truvestments capital221.82K0.18%$995.98K
Mckinley capital management118.92K0.16%$897.87K
Sterneck capital management77.44K0.16%$347.70K
Abbot financial management70.33K0.13%$315.77K
Crossingbridge advisors155.95K0.13%$700.22K
Oxford asset management llp61.06K0.12%$274.17K
Garner asset management66.88K0.12%$300.29K

Top Buyers

HolderShares% AssetsChange
Two sigma investments, lp1.66M0.01%524.47K
Morgan stanley1.09M0.00%359.69K
Alphacentric advisors155.95K0.70%155.95K
Crossingbridge advisors155.95K0.13%155.95K
Mangrove partners126.10K0.05%126.10K

Top Sellers

HolderShares% AssetsChange
Ares management---367.04K
Truvestments capital221.82K0.18%-270.99K
Legacy capital wealth partners---220.54K
Blackrock funding, inc. /de369.72K--197.30K
Rockefeller capital management---195.68K

New Positions

HolderShares% AssetsChangeValue
Alphacentric advisors155.95K0.70%155.95K$700.22K
Crossingbridge advisors155.95K0.13%155.95K$700.22K
Mangrove partners126.10K0.05%126.10K$566.19K
Millennium management117.91K0.00%117.91K$529.42K
Dynamic technology lab private69.15K0.05%69.15K$310.50K

Sold Out

HolderChange
Fmr-1.00
National bank of canada /fi/-2.00
Dv trading-11.00
Wealthspire advisors-100.00
Roble, belko & company-133.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026105-11.76%12,037,674-9.22%184.38%43-24.56%31-16.22%
Dec 31, 202579-30.09%7,568,618-39.93%113.11%35-35.19%25-13.79%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Invesco KBW High Dividend Yld Fincl ETF1.84M2.81%-
iShares Listed Private Eq ETF USD Dist253.36K0.39%-
LSV Small Cap Value Institutional195.90K0.30%-
Bridge Builder Small/Mid Cap Value142.16K0.22%-21.34K
Virtus Private Credit ETF140.53K0.22%-3.58K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ119.78K0.18%12.16K
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%-
Indosuez Funds America Small&Mid Caps G70.75K0.11%-

Recent Insider Transactions


DateNameRoleActivityValue
Mar 11, 2026Allorto Richard T JR CFO and TreasurerBuy$73.20K
Dec 08, 2025Flug Jeffrey-Sell$719.12K
Dec 05, 2025Flug Jeffrey-Sell$117.04K
Dec 03, 2025Flug Jeffrey-Sell$57.51K
Dec 04, 2025Flug Jeffrey-Sell$134.61K

Insider Transactions Trends


DateBuySell
2026 Q11-
2025 Q417
2025 Q22-
2024 Q41-
2024 Q16-

PNNT Ownership FAQ


Who Owns PennantPark Investment?

PennantPark Investment shareholders are primarily institutional investors at 18.82%, followed by 3.25% insiders and 77.93% retail investors. The average institutional ownership in PennantPark Investment's industry, Asset Management Stocks, is 49.02%, which PennantPark Investment falls below.

Who owns the most shares of PennantPark Investment?

PennantPark Investment’s largest shareholders are Invesco (1.84M shares, 2.87%), Two sigma investments, lp (1.66M shares, 2.60%), and Lsv asset management (1.45M shares, 2.27%). 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?

Alphacentric advisors is PennantPark Investment’s biggest shareholder by percentage of total assets invested, with 0.70% of its assets in 155.95K PennantPark Investment shares, valued at 700.22K$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools