Patria Investments Ownership | Who Owns Patria Investments?

Patria Investments Ownership Summary

Patria Investments is owned by 7.73% institutional investors, 1.37% insiders, and 90.90% retail investors. Capital research global investors is the largest institutional shareholder, holding 5.83% of PAX shares. American Funds Capital Income Bldr A is the top mutual fund, with 3.23% of its assets in Patria Investments shares.

PAX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Patria Investments	7.73%	1.37%	90.90%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Asset Management Stocks	33.74%	8.99%	57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Capital research global investors	9.21M	5.83%	$134.48M
Fmr	6.64M	4.20%	$96.96M
Blackrock funding, inc. /de	5.43M	3.44%	$79.34M
Pertento partners llp	3.97M	2.51%	$57.99M
Blackrock	3.47M	2.30%	$41.89M
Samlyn capital	1.99M	1.26%	$29.00M
Mizuho markets americas	1.50M	0.95%	$21.90M
Inherent management	1.48M	0.94%	$21.67M
Nuveen asset management	1.32M	0.86%	$15.32M
Adage capital partners gp	1.29M	0.82%	$18.89M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Inherent management	1.48M	12.42%	$21.67M
Pertento partners llp	3.97M	6.73%	$57.99M
Amitell capital pte	399.09K	3.55%	$5.83M
Mhr fund management	800.00K	1.14%	$11.68M
Tt capital management	83.75K	0.93%	$1.22M
Aurora investment counsel	117.76K	0.90%	$1.72M
Grandeur peak global advisors	394.75K	0.77%	$5.76M
Globeflex capital l p	193.93K	0.44%	$2.83M
Mizuho markets americas	1.50M	0.41%	$21.90M
Samlyn capital	1.99M	0.40%	$29.00M

Top Buyers

Holder	Shares	% Assets	Change
Mizuho markets americas	1.50M	0.41%	1.50M
Fmr	6.64M	0.01%	994.88K
Pertento partners llp	3.97M	6.73%	654.97K
Blackrock funding, inc. /de	5.43M	0.00%	489.58K
Nuveen asset management	1.32M	0.00%	382.18K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	-	-	-959.49K
Ubs group	786.64K	0.00%	-948.27K
Phase 2 partners	-	-	-541.60K
Capital research global investors	9.21M	0.03%	-511.06K
Grandeur peak global advisors	394.75K	0.77%	-417.53K

New Positions

Holder	Shares	% Assets	Change	Value
Mizuho markets americas	1.50M	0.41%	1.50M	$21.90M
Principal financial group	75.63K	0.00%	75.63K	$1.10M
Skandinaviska enskilda banken ab (publ)	57.90K	0.00%	57.90K	$845.86K
Strs ohio	46.40K	0.00%	46.40K	$677.44K
Abel hall	39.04K	0.25%	39.04K	$548.92K

Sold Out

Holder	Change
Total investment management	-1.00
Ifp advisors	-1.00
Entrypoint capital	-7.00
Nelson, van denburg & campbell wealth management group	-10.00
Skopos labs	-18.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	79	-45.52%	12,217,807	-72.09%	7	1.01%	38	-58.24%	23	-34.29%
Jun 30, 2025	144	0.70%	44,995,866	7.46%	28	3.83%	90	32.35%	35	-28.57%
Mar 31, 2025	143	4.38%	41,870,428	-10.61%	27	2.90%	68	-8.11%	49	4.26%
Dec 31, 2024	54	-57.81%	7,385,900	-84.33%	4	0.51%	32	-53.62%	15	-63.41%
Sep 30, 2024	128	4.07%	47,127,585	-1.80%	30	3.04%	69	-4.17%	41	10.81%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Capital Income Bldr A	5.11M	3.23%	-
American Funds SMALLCAP World A	3.96M	2.51%	-47.71K
American Century U.S. Small Cap Value	1.55M	1.02%	225.00K
American Century Small Cap Value Inv	1.55M	1.02%	225.00K
iShares Russell 2000 ETF	1.47M	0.92%	-
CREF Stock R1	1.22M	0.79%	63.22K
Fidelity Low-Priced Stock	1.14M	0.71%	-3.05K
FIAM Small Cap Core CIT Cl B	827.01K	0.54%	5.60K
FIAM Small Cap Core Composite	789.11K	0.52%	8.71K
iShares Core MSCI Emerging Markets ETF	739.98K	0.46%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 20, 2007	LANDMAN WILLIAM	-	Buy	$3.15M
Nov 06, 2009	Malibu Partner LLC	-	Buy	-
Oct 30, 2009	Malibu Partner LLC	-	Buy	-
Dec 03, 2007	Gressel Daniel L	-	Buy	$1.50M

PAX Ownership FAQ

Who Owns Patria Investments?

Patria Investments shareholders are primarily institutional investors at 7.73%, followed by 1.37% insiders and 90.90% retail investors. The average institutional ownership in Patria Investments's industry, Asset Management Stocks, is 33.74%, which Patria Investments falls below.

Who owns the most shares of Patria Investments?

Patria Investments’s largest shareholders are Capital research global investors (9.21M shares, 5.83%), Fmr (6.64M shares, 4.20%), and Blackrock funding, inc. /de (5.43M shares, 3.44%). Together, they hold 13.47% of Patria Investments’s total shares outstanding.

Does Blackrock own Patria Investments?

Yes, BlackRock owns 2.30% of Patria Investments, totaling 3.47M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 41.89M$. In the last quarter, BlackRock increased its holdings by 64.89K shares, a 1.90% change.

Who is Patria Investments’s biggest shareholder by percentage of total assets invested?

Inherent management is Patria Investments’s biggest shareholder by percentage of total assets invested, with 12.42% of its assets in 1.48M Patria Investments shares, valued at 21.67M$.

Who is the top mutual fund holder of Patria Investments shares?

American Funds Capital Income Bldr A is the top mutual fund holder of Patria Investments shares, with 3.23% of its total shares outstanding invested in 5.11M Patria Investments shares.

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