PAX · Company research
Patria Investments Limited Class A Common Shares (PAX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 328234 | 3604006 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24272 | 266596 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116 | 1274 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 247081 | 2656121 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Zeno Equity Partners LLP | 2013334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1701343 | 18680746 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Research Global Investors | 1422848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7791608 | 85551856 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10113 | 111041 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93095 | 1022183 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61715 | 677631 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129 | 1416 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60 | 659 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10269 | 112754 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19673 | 216010 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10213 | 112139 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38464 | 422335 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18185 | 199671 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 533199 | 5854525 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40912 | 449214 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41800 | 458964 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9522 | 104552 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21465 | 235688 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Inherent Management Corp. | 2026217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290831 | 53006858 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56010 | 705726 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GLOBEFLEX CAPITAL L P | 921531 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54416 | 597488 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1072 | 11771 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15400 | 169092 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30079 | 330267 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52121 | 573 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 527 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93045 | 1021634 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14083 | 154631 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Grandeur Peak Global Advisors, LLC | 1569137 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2628 | 1692590 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Founders Capital Management | 1704300 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 16470 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17398 | 191030 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20700 | 227286 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4059 | 44568 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26486 | 290816 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 676 | 7423 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 881 | 9673 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 451447 | 4956888 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3479483 | 38204723 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Fourth Sail Capital LP | 1803158 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1373995 | 15086465 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84 | 923 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 1088388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96261 | 1056946 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122255 | 1342360 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MIZUHO MARKETS AMERICAS LLC | 1825516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500000 | 16470000 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20699 | 228724 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14000 | 153720 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161 | 1768 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111509 | 1224369 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AXQ CAPITAL, LP | 1916908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10185 | 111831 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 110 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MHR FUND MANAGEMENT LLC | 1277742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000000 | 10980000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pertento Partners LLP | 1894571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5344176 | 58679052 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 231 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71669 | 787 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Wellington Shields Capital Management, LLC | 1506071 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20415 | 224157 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11225 | 123251 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allianz Asset Management GmbH | 1535323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290000 | 3654000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5264 | 57799 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Solstein Capital, LLC | 1730769 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26300 | 288774 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 329 | 3612 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38359 | 421182 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Strategic Wealth Partners, Ltd. | 1720777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195 | 2141 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 404628 | 4442807 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 229 | 2514 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| SPX Gestao de Recursos Ltda | 1589176 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18540 | 203569 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15680 | 172166 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126650 | 1390617 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Endure Capital Management, LLC | 2055657 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6373646 | 69982633 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aquatic Capital Management LLC | 1803916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13241 | 145386 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27684 | 303970 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203685 | 2236461 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24945 | 273900 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18573 | 203932 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 539 | 5918 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400 | 15372 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49890 | 547792 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 1504169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10680 | 117266 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.