Patria Investments Ltd (PAX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

157,540,741Shares Outstanding

4,622,102Shares held by institutions

$63,276,576Value of institutional holdings

30.14%Institutional ownership %

7.04%Shares Changed QoQ

145No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Patria Investments Ltd (NASDAQ:PAX) is held by 145 institutional firms.

Patria Investments saw its institutional ownership percentage rose to 30.1% in December 2025 from 28.7% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 7.04%, with a year-over-year an increase of 8.21% in the count of filers.
During the quarter, 76 institutions bought more Patria Investments shares, 44 sold shares, and 25 of the 145 total investors held their position steady.
Collectively, institutional investors increased their stake in Patria Investments to 47.48Mn shares as of December 2025, a change that is up by 3.12Mn shares quarter on quarter and up 637.61K shares year over year.
As of December 31, 2025, Capital Research Global Investors held Patria Investments's largest shareholding position with over 9.18Mn shares, representing 5.83% of total outstanding shares.
Among the most significant buyers of Patria Investments during December 2025 were ALLIANCEBERNSTEIN L.P. (607.55K), Zeno Equity Partners LLP (590.70K), Pertento Partners LLP (511.33K), MILLENNIUM MANAGEMENT LLC (492.01K), Uniplan Investment Counsel, Inc. (254.88K).
Leading sellers of Patria Investments stock in December 2025 included ADAGE CAPITAL PARTNERS GP, L.L.C. (293.90K), Nuveen, LLC (225.15K), UBS Group AG (143.10K), BANK OF AMERICA CORP /DE/ (112.94K), VOLORIDGE INVESTMENT MANAGEMENT, LLC (98.44K).
The top 10 institutional holders of Patria Investments for the quarter ending December 2025 included Capital Research Global Investors (9.18Mn), FMR LLC (6.65Mn), BlackRock, Inc. (5.64Mn), Pertento Partners LLP (4.48Mn), SAMLYN CAPITAL, LLC (2.04Mn), MIZUHO MARKETS AMERICAS LLC (1.50Mn), Inherent Management Corp. (1.48Mn), STATE STREET CORP (1.36Mn), MILLENNIUM MANAGEMENT LLC (1.36Mn), ADAGE CAPITAL PARTNERS GP, L.L.C. (1.00Mn).

145 Institutional Holders

4,622,102 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Capital Research Global Investors	31 Dec, 2025	9,182,088	-28,755	-0.31%	$145,903,378.00
FMR LLC	31 Dec, 2025	6,652,156	10,941	0.16%	$105,702,759.00
BlackRock, Inc.	31 Dec, 2025	5,641,279	206,811	3.81%	$89,639,925.00
Pertento Partners LLP	31 Dec, 2025	4,483,299	511,327	12.87%	$71,239,621.00
SAMLYN CAPITAL, LLC	31 Dec, 2025	2,037,059	50,793	2.56%	$32,368,867.00
MIZUHO MARKETS AMERICAS LLC	31 Dec, 2025	1,500,000	0	0.00%	$23,835,000.00
Inherent Management Corp.	31 Dec, 2025	1,484,199	0	0.00%	$23,583,922.00
STATE STREET CORP	31 Dec, 2025	1,361,241	82,067	6.42%	$21,630,974.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	1,357,116	492,009	56.87%	$21,564,573.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	31 Dec, 2025	1,000,000	-293,901	-22.71%	$15,890,000.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	853,986	19,133	2.29%	$13,569,837.00
MHR FUND MANAGEMENT LLC	31 Dec, 2025	800,000	0	0.00%	$12,712,000.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	667,172	607,550	1,019.00%	$10,601,363.00
UBS Group AG	31 Dec, 2025	643,545	-143,096	-18.19%	$10,225,930.00
NORTHERN TRUST CORP	31 Dec, 2025	598,427	-39,070	-6.13%	$9,509,006.00
Zeno Equity Partners LLP	31 Dec, 2025	590,698	590,698	0.00%	$9,386,191.00
Nuveen, LLC	31 Dec, 2025	471,126	-225,150	-32.34%	$7,486,193.00
VANGUARD GROUP INC	31 Dec, 2025	453,424	23,430	5.45%	$7,204,908.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	414,999	-47,335	-10.24%	$6,594,334.00
MORGAN STANLEY	31 Dec, 2025	387,666	157,818	68.66%	$6,160,015.00

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