PAX Institutional Ownership & Shareholders
Patria Investments, Ltd. (PAX) is currently held by 143 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $607.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $90.93M, representing an estimated gain of +6.28% 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
$607.32M
Largest Holder
Capital Research Global Investors
Largest Position
$85.55M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 0.01% | 7,791,608 | $85,551,856 | $90,928,065 | +$5,376,209 | +6.28% | |
| Fmr Llc | 0.00% | 6,832,652 | $75,022,519 | $79,737,049 | +$4,714,530 | +6.28% | |
| Endure Capital Management, Llc | 45.46% | 6,373,646 | $69,982,633 | $74,380,449 | +$4,397,816 | +6.28% | |
| Blackrock, Inc. | 0.00% | 5,854,346 | $64,280,718 | $68,320,218 | +$4,039,500 | +6.28% | |
| Pertento Partners Llp | 4.22% | 5,344,176 | $58,679,052 | $62,366,534 | +$3,687,482 | +6.28% | |
| Inherent Management Corp. | 20.58% | 290,831 | $53,006,858 | $3,393,998 | -$49,612,860 | -93.60% | |
| Zeno Equity Partners Llp | 6.94% | 1,701,343 | $18,680,746 | $19,854,673 | +$1,173,927 | +6.28% | |
| Mizuho Markets Americas Llc | 0.30% | 1,500,000 | $16,470,000 | $17,505,000 | +$1,035,000 | +6.28% | |
| State Street Corp | 0.00% | 1,392,588 | $15,290,616 | $16,251,502 | +$960,886 | +6.28% | |
| Fourth Sail Capital Lp | 2.29% | 1,373,995 | $15,086,465 | $16,034,522 | +$948,057 | +6.28% | |
| Ubs Group Ag | 0.00% | 1,211,218 | $13,299,173 | $14,134,914 | +$835,741 | +6.28% | |
| Mhr Fund Management Llc | 0.57% | 1,000,000 | $10,980,000 | $11,670,000 | +$690,000 | +6.28% | |
| Adage Capital Partners Gp, L.L.C. | 0.01% | 967,400 | $10,622,052 | $11,289,558 | +$667,506 | +6.28% | |
| Geode Capital Management, Llc | 0.00% | 961,761 | $10,560,134 | $11,223,751 | +$663,617 | +6.28% | |
| Goldman Sachs Group Inc | 0.00% | 688,183 | $7,556,249 | $8,031,096 | +$474,847 | +6.28% | |
| Northern Trust Corp | 0.00% | 522,913 | $5,741,585 | $6,102,395 | +$360,810 | +6.28% | |
| Bank Of America Corp | 0.00% | 518,365 | $5,691,647 | $6,049,320 | +$357,673 | +6.28% | |
| Vanguard Portfolio Management Llc | 0.00% | 451,447 | $4,956,888 | $5,268,386 | +$311,498 | +6.28% | |
| Morgan Stanley | 0.00% | 433,024 | $4,754,614 | $5,053,390 | +$298,776 | +6.28% | |
| Seb Asset Management Ab | 0.02% | 404,628 | $4,442,807 | $4,722,009 | +$279,202 | +6.28% | |
| Aqr Capital Management Llc | 0.00% | 334,591 | $3,673,806 | $3,904,677 | +$230,871 | +6.28% | |
| Jpmorgan Chase & Co | 0.00% | 253,977 | $2,730,254 | $2,963,912 | +$233,658 | +8.56% | |
| Hrt Financial Lp | 0.00% | 247,792 | $2,720,000 | $2,891,733 | +$171,733 | +6.31% | |
| Invesco Ltd. | 0.00% | 240,217 | $2,637,582 | $2,803,332 | +$165,750 | +6.28% | |
| Nuveen, Llc | 0.00% | 190,100 | $2,087,298 | $2,218,467 | +$131,169 | +6.28% | |
| Qube Research & Technologies Ltd | 0.00% | 186,870 | $2,051,833 | $2,180,773 | +$128,940 | +6.28% | |
| Bank Of New York Mellon Corp | 0.00% | 181,323 | $1,990,931 | $2,116,039 | +$125,108 | +6.28% | |
| Principal Financial Group Inc | 0.00% | 176,053 | $1,933,062 | $2,054,539 | +$121,477 | +6.28% | |
| National Bank Of Canada | 0.00% | 169,694 | $1,866,603 | $1,980,329 | +$113,726 | +6.09% | |
| Y-Intercept (Hong Kong) Ltd | 0.03% | 160,061 | $1,757,470 | $1,867,912 | +$110,442 | +6.28% | |
| Charles Schwab Investment Management Inc | 0.00% | 158,867 | $1,744,360 | $1,853,978 | +$109,618 | +6.28% | |
| Federated Hermes, Inc. | 0.00% | 142,669 | $1,566,506 | $1,664,947 | +$98,441 | +6.28% | |
| Wells Fargo & Company/Mn | 0.00% | 121,409 | $1,333,071 | $1,416,843 | +$83,772 | +6.28% | |
| Point72 Asset Management, L.P. | 0.00% | 117,596 | $1,291,204 | $1,372,345 | +$81,141 | +6.28% | |
| Quantinno Capital Management Lp | 0.00% | 116,083 | $1,274,591 | $1,354,689 | +$80,098 | +6.28% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.00% | 115,700 | $1,270,386 | $1,350,219 | +$79,833 | +6.28% |
| Aurora Investment Counsel | 0.56% | 99,460 | $1,092,071 | $1,160,698 | +$68,627 | +6.28% | |
| Bank Of Montreal | 0.00% | 93,165 | $1,022,952 | $1,087,236 | +$64,284 | +6.28% | |
| Quantbot Technologies Lp | 0.04% | 93,045 | $1,021,634 | $1,085,835 | +$64,201 | +6.28% | |
| Xtx Topco Ltd | 0.01% | 81,588 | $895,836 | $952,132 | +$56,296 | +6.28% | |
| Rhumbline Advisers | 0.00% | 80,798 | $887,152 | $942,913 | +$55,761 | +6.29% | |
| Deutsche Bank Ag\ | 0.00% | 78,029 | $856,760 | $910,598 | +$53,838 | +6.28% | |
| Pictet Asset Management Holding Sa | 0.00% | 72,021 | $790,791 | $840,485 | +$49,694 | +6.28% | |
| Gsa Capital Partners Llp | 0.05% | 71,669 | $787,000 | $836,377 | +$49,377 | +6.27% | |
| Lpl Financial Llc | 0.00% | 71,282 | $782,676 | $831,861 | +$49,185 | +6.28% | |
| Alliancebernstein L.P. | 0.00% | 56,010 | $705,726 | $653,637 | -$52,089 | -7.38% | |
| Millennium Management Llc | 0.00% | 61,761 | $678,136 | $720,751 | +$42,615 | +6.28% | |
| Vanguard Fiduciary Trust Co | 0.00% | 61,715 | $677,631 | $720,214 | +$42,583 | +6.28% | |
| Globeflex Capital L P | 0.08% | 54,416 | $597,488 | $635,035 | +$37,547 | +6.28% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 45,850 | $577,710 | $535,070 | -$42,641 | -7.38% |
Frequently asked questions about PAX
Who are the largest institutional holders of PAX?
The largest institutional holders of PAX reported in the latest SEC Form 13F filings include Capital Research Global Investors, Fmr Llc, Endure Capital Management, Llc, Blackrock, Inc., and Pertento Partners Llp. InsiderSet ranks institutional holders by their latest reported PAX position.
What is PAX institutional ownership?
This page tracks PAX positions reported by institutional investment managers through SEC Form 13F. Patria Investments, Ltd. (PAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PAX?
InsiderSet currently tracks 143 institutional managers reporting PAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PAX shareholders.
How much PAX stock do institutions own?
Institutional investment managers disclosed approximately $607.32M in PAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PAX institutional ownership last updated?
The latest PAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PAX position after the reporting date.
Are institutions buying or selling PAX?
Institutional buying and selling can be analyzed by comparing PAX positions across consecutive 13F reporting periods. InsiderSet's PAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PAX ownership changes.
How has PAX institutional ownership changed over time?
InsiderSet tracks PAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.