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PennantPark Investment Ownership | Who Owns PennantPark Investment?

OverviewForecastRevenueFinancialsChartTranscripts

PennantPark Investment Ownership Summary

PennantPark Investment is owned by 7.64% institutional investors, 3.51% insiders, and 88.85% retail investors. Lsv asset management is the largest institutional shareholder, holding 2.91% 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 Investment7.64%3.51%88.85%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Lsv asset management1.90M2.91%$13.42M
Invesco1.84M2.81%$13.00M
Two sigma advisers, lp1.32M2.02%$9.34M
Two sigma investments, lp914.38K1.40%$6.47M
Hennion & walsh asset management625.36K0.96%$4.43M
Advisors asset management588.31K0.90%$4.17M
Millennium management437.49K0.67%$3.10M
Legal & general group432.26K0.66%$3.06M
Blackrock funding, inc. /de428.41K0.66%$3.03M
Morgan stanley425.07K0.65%$3.21M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Smh capital advisors68.21K1.17%$482.93K
Truvestments capital382.80K0.70%$2.71M
Legacy capital wealth partners220.54K0.39%$1.56M
Virtus etf advisers132.69K0.38%$939.46K
Garner asset management103.04K0.33%$730.00K
Abbot financial management74.50K0.26%$527.47K
Sterneck capital management67.93K0.26%$480.96K
Hennion & walsh asset management625.36K0.20%$4.43M
Mckinley capital management118.92K0.16%$897.87K
Emc capital management31.79K0.13%$225.00K

Top Buyers

HolderShares% AssetsChange
Millennium management437.49K0.00%437.49K
Two sigma investments, lp914.38K0.01%178.42K
Two sigma advisers, lp1.32M0.02%127.10K
Raymond james financial89.23K0.00%89.23K
Cresset asset management78.82K0.00%78.82K

Top Sellers

HolderShares% AssetsChange
Ares management---367.04K
Morgan stanley425.07K0.00%-322.79K
International assets investment management31.35K0.02%-187.79K
Connor, clark & lunn investment management---112.63K
Prevail innovative wealth advisors---94.25K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial89.23K0.00%89.23K$631.75K
Grimes & company62.58K0.01%62.58K$443.05K
Xtx topco45.21K0.03%45.21K$320.09K
Lasalle st. investment advisors26.89K0.06%26.89K$190.00K
Crew capital management15.51K0.09%15.51K$109.79K

Sold Out

HolderChange
Fmr-1.00
Jaffetilchin investment partners-152.00
Citadel advisors-316.00
Smartleaf asset management-336.00
Cape investment advisory-359.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Invesco KBW High Dividend Yld Fincl ETF1.84M2.81%-
iShares Listed Private Eq ETF USD Dist284.43K0.44%-
First Trust Specialty Finance256.00K0.39%-
LSV Small Cap Value Institutional195.90K0.30%-
Virtus Private Credit ETF168.86K0.26%-
Bridge Builder Small/Mid Cap Value163.50K0.25%-
Advisors Capital Income w/Growth121.81K0.19%-4.52K
BankInvest Børsnoterede Alt. Akk. W118.00K0.18%1.32K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ101.43K0.16%-3.18K
Indosuez Funds America Small&Mid Caps G70.75K0.11%-

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 7.64%, followed by 3.51% insiders and 88.85% retail investors. The average institutional ownership in PennantPark Investment's industry, Asset Management Stocks, is 33.12%, which PennantPark Investment falls below.

Who owns the most shares of PennantPark Investment?

PennantPark Investment’s largest shareholders are Lsv asset management (1.9M shares, 2.91%), Invesco (1.84M shares, 2.81%), and Two sigma advisers, lp (1.32M shares, 2.02%). Together, they hold 7.74% 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 1.17% of its assets in 68.21K PennantPark Investment shares, valued at 482.93K$.

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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