Patria Investments, Ltd. (PAX) Institutional Shareholders

Patria Investments, Ltd. (PAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $607.48M in PAX holdings during the latest filing period.

Capital Research Global Investors is currently the largest disclosed institutional shareholder of PAX tracked by InsiderSet, reporting ownership valued at approximately $85.55M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $77.92M, representing an estimated loss of -8.93% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed PAX value among the investors covered in this analysis. Major shareholders include Capital Research Global Investors, Fmr Llc, Endure Capital Management, Llc, and several other long-term asset managers with concentrated positions in Patria Investments, Ltd. (PAX).

This page ranks the largest institutional PAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

143

Total Reported Value

$607.48M

Largest Holder

Capital Research Global Investors

Largest Position

$85.55M

Insider Transactions (90d)

7

Latest Filing Quarter

Q2 2026

New Institutional Positions

90

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Capital Research Global Investors0.01%7,791,608$85,551,856$77,916,080-$7,635,776-8.93%
Fmr Llc0.00%6,832,652$75,022,519$68,326,520-$6,695,999-8.93%
Endure Capital Management, Llc45.46%6,373,646$69,982,633$63,736,460-$6,246,173-8.93%
Blackrock, Inc.0.00%5,854,346$64,280,718$58,543,460-$5,737,258-8.93%
Pertento Partners Llp4.22%5,344,176$58,679,052$53,441,760-$5,237,292-8.93%
Inherent Management Corp.20.58%290,831$53,006,858$2,908,310-$50,098,548-94.51%
Zeno Equity Partners Llp6.94%1,701,343$18,680,746$17,013,430-$1,667,316-8.93%
Mizuho Markets Americas Llc0.30%1,500,000$16,470,000$15,000,000-$1,470,000-8.93%
State Street Corp0.00%1,392,588$15,290,616$13,925,880-$1,364,736-8.93%
Fourth Sail Capital Lp2.29%1,373,995$15,086,465$13,739,950-$1,346,515-8.93%
Ubs Group Ag0.00%1,211,218$13,299,173$12,112,180-$1,186,993-8.93%
Mhr Fund Management Llc0.57%1,000,000$10,980,000$10,000,000-$980,000-8.93%
Adage Capital Partners Gp, L.L.C.0.01%967,400$10,622,052$9,674,000-$948,052-8.93%
Geode Capital Management, Llc0.00%961,761$10,560,134$9,617,610-$942,524-8.93%
Goldman Sachs Group Inc0.00%688,183$7,556,249$6,881,830-$674,419-8.93%
Northern Trust Corp0.00%522,913$5,741,585$5,229,130-$512,455-8.93%
Bank Of America Corp0.00%518,365$5,691,647$5,183,650-$507,997-8.93%
Vanguard Portfolio Management Llc0.00%451,447$4,956,888$4,514,470-$442,418-8.93%
Morgan Stanley0.00%433,024$4,754,614$4,330,240-$424,374-8.93%
Seb Asset Management Ab0.02%404,628$4,442,807$4,046,280-$396,527-8.93%
Aqr Capital Management Llc0.00%334,591$3,673,806$3,345,910-$327,896-8.93%
Jpmorgan Chase & Co0.00%253,977$2,730,254$2,539,770-$190,484-6.98%
Hrt Financial Lp0.00%247,792$2,720,000$2,477,920-$242,080-8.90%
Invesco Ltd.0.00%240,217$2,637,582$2,402,170-$235,412-8.93%
Nuveen, Llc0.00%190,100$2,087,298$1,901,000-$186,298-8.93%
Qube Research & Technologies Ltd0.00%186,870$2,051,833$1,868,700-$183,133-8.93%
Bank Of New York Mellon Corp0.00%181,323$1,990,931$1,813,230-$177,701-8.93%
Principal Financial Group Inc0.00%176,053$1,933,062$1,760,530-$172,532-8.93%
National Bank Of Canada0.00%169,694$1,866,603$1,696,940-$169,663-9.09%
Y-Intercept (Hong Kong) Ltd0.03%160,061$1,757,470$1,600,610-$156,860-8.93%
Charles Schwab Investment Management Inc0.00%158,867$1,744,360$1,588,670-$155,690-8.93%
Federated Hermes, Inc.0.00%142,669$1,566,506$1,426,690-$139,816-8.93%
Wells Fargo & Company/Mn0.00%121,409$1,333,071$1,214,090-$118,981-8.93%
Point72 Asset Management, L.P.0.00%117,596$1,291,204$1,175,960-$115,244-8.93%
Quantinno Capital Management Lp0.00%116,083$1,274,591$1,160,830-$113,761-8.93%
Dodge & Cox Stock FundV. D. Dodge, E. M. Cox0.00%115,700$1,270,386$1,157,000-$113,386-8.93%
Aurora Investment Counsel0.56%99,460$1,092,071$994,600-$97,471-8.93%
Bank Of Montreal0.00%93,165$1,022,952$931,650-$91,302-8.93%
Quantbot Technologies Lp0.04%93,045$1,021,634$930,450-$91,184-8.93%
Xtx Topco Ltd0.01%81,588$895,836$815,880-$79,956-8.93%
Rhumbline Advisers0.00%80,798$887,152$807,980-$79,172-8.92%
Deutsche Bank Ag\0.00%78,029$856,760$780,290-$76,470-8.93%
Pictet Asset Management Holding Sa0.00%72,021$790,791$720,210-$70,581-8.93%
Gsa Capital Partners Llp0.05%71,669$787,000$716,690-$70,310-8.93%
Lpl Financial Llc0.00%71,282$782,676$712,820-$69,856-8.93%
Alliancebernstein L.P.0.00%56,010$705,726$560,100-$145,626-20.63%
Millennium Management Llc0.00%61,761$678,136$617,610-$60,526-8.93%
Vanguard Fiduciary Trust Co0.00%61,715$677,631$617,150-$60,481-8.93%
Globeflex Capital L P0.08%54,416$597,488$544,160-$53,328-8.93%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%45,850$577,710$458,500-$119,210-20.63%
Showing 50 of 143

Frequently asked questions about PAX

  • Who owns the most PAX stock?

    The largest holders of PAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for Patria Investments, Ltd. (PAX).

  • Is PAX widely held by superinvestors?

    Many widely followed stocks like PAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PAX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.