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PennantPark Investment Ownership | Who Owns PennantPark Investment?

OverviewForecastRevenueFinancialsChartTranscripts

PennantPark Investment Ownership Summary

PennantPark Investment is owned by 22.19% institutional investors, 3.36% insiders, and 74.45% retail investors. Ares management is the largest institutional shareholder, holding 4.07% 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 Investment22.19%3.36%74.45%
SectorFinancial Services Stocks 49.98%13.96%36.06%
IndustryAsset Management Stocks41.52%8.68%49.80%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Ares management2.66M4.07%$20.07M
Lsv asset management2.09M3.20%$15.76M
Invesco1.59M2.43%$11.97M
Two sigma advisers, lp1.11M1.70%$8.38M
Two sigma investments, lp736.41K1.13%$5.56M
Hennion & walsh asset management661.93K1.01%$5.00M
Advisors asset management602.90K0.92%$4.55M
Legal & general group528.62K0.81%$3.99M
Condor capital management519.18K0.80%$3.92M
Morgan stanley425.07K0.65%$3.21M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Smh capital advisors103.39K2.39%$780.62K
Truvestments capital310.99K0.94%$2.35M
Ares management2.66M0.60%$20.07M
Legacy capital wealth partners236.46K0.45%$1.79M
Virtus etf advisers121.68K0.45%$918.68K
Garner asset management106.61K0.38%$805.00K
Condor capital management519.18K0.37%$3.92M
Abbot financial management74.49K0.30%$562.42K
Hennion & walsh asset management661.93K0.26%$5.00M
Sterneck capital management47.16K0.20%$356.07K

Top Buyers

HolderShares% AssetsChange
Two sigma advisers, lp1.11M0.02%399.50K
Legacy capital wealth partners236.46K0.45%236.46K
Condor capital management519.18K0.37%233.69K
Bi asset management fondsmaeglerselskab116.68K0.01%116.68K
Hennion & walsh asset management661.93K0.26%83.48K

Top Sellers

HolderShares% AssetsChange
Morgan stanley425.07K0.00%-322.79K
Ares management2.66M0.60%-223.19K
Connor, clark & lunn investment management---112.63K
Prevail innovative wealth advisors---94.25K
Y-intercept (hong kong)---81.39K

New Positions

HolderShares% AssetsChangeValue
Bi asset management fondsmaeglerselskab116.68K0.01%116.68K$881.00K
Brookstone capital management14.35K0.00%14.35K$105.36K
Ridgewood investments1.00K0.00%1.00K$7.55K

Sold Out

HolderChange
Citadel advisors-316.00
Smartleaf asset management-336.00
Cape investment advisory-359.00
Deutsche bank ag\-1.62K
Fny investment advisers-2.40K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 2024122-3.94%17,492,670-2.80%263.52%60-11.76%33-5.71%
Dec 31, 2023127-17,997,290-9.09%273.00%684.62%3520.69%
Sep 30, 20231279.48%19,795,744-5.15%303.38%6512.07%29-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Invesco KBW High Dividend Yld Fincl ETF1.84M2.81%-
iShares Listed Private Eq ETF USD Dist271.41K0.42%-
First Trust Specialty Finance256.00K0.39%-200.00K
LSV Small Cap Value Institutional195.90K0.30%-
Bridge Builder Small/Mid Cap Value163.50K0.25%-
Virtus Private Credit ETF131.36K0.20%558.00
Advisors Capital Income w/Growth121.81K0.19%-4.52K
BankInvest Børsnoterede Alt. Akk. W115.61K0.18%115.61K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ104.61K0.16%104.61K
Catalyst/SMH Total Return Income A99.13K0.15%-

Recent Insider Transactions

DateNameRoleActivityValue
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$33.98K
Feb 26, 2024Briones Jose A-Buy$8.00K
Feb 26, 2024Briones Jose A-Buy$7.99K

Insider Transactions Trends

DateBuySell
2024 Q16-
2023 Q43-
2023 Q33-
2023 Q211-
2023 Q14-

PNNT Ownership FAQ

Who Owns PennantPark Investment?

PennantPark Investment shareholders are primarily institutional investors at 22.19%, followed by 3.36% insiders and 74.45% retail investors. The average institutional ownership in PennantPark Investment's industry, Asset Management Stocks, is 41.52%, which PennantPark Investment falls below.

Who owns the most shares of PennantPark Investment?

PennantPark Investment’s largest shareholders are Ares management (2.66M shares, 4.07%), Lsv asset management (2.09M shares, 3.20%), and Invesco (1.59M shares, 2.43%). Together, they hold 9.71% 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 2.39% of its assets in 103.39K PennantPark Investment shares, valued at 780.62K$.

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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