PFLT Institutional Ownership & Shareholders
PENNANTPARK FLOATING RATE CA (PFLT) is currently held by 120 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $139.11M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of PFLT tracked by InsiderSet, reporting ownership valued at approximately $23.09M 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 $21.24M, representing an estimated loss of -8.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PFLT value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Sound Income Strategies, Llc, Van Eck Associates Corp, and several other long-term asset managers with concentrated positions in PENNANTPARK FLOATING RATE CA (PFLT).
This page ranks the largest institutional PFLT 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
120
Total Reported Value
$139.11M
Largest Holder
Ubs Group Ag
Largest Position
$23.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 3,086,895 | $23,089,975 | $21,237,838 | -$1,852,137 | -8.02% | |
| Sound Income Strategies, Llc | 0.87% | 2,930,953 | $19,578,766 | $20,164,957 | +$586,191 | +2.99% | |
| Van Eck Associates Corp | 0.01% | 2,473,706 | $18,503,321 | $17,019,097 | -$1,484,224 | -8.02% | |
| Invesco Ltd. | 0.00% | 1,796,252 | $13,435,965 | $12,358,214 | -$1,077,751 | -8.02% | |
| Altshuler Shaham Ltd | 0.10% | 1,029,172 | $7,698,207 | $7,080,703 | -$617,504 | -8.02% | |
| Diameter Capital Partners Lp | 0.72% | 900,000 | $6,732,000 | $6,192,000 | -$540,000 | -8.02% | |
| Legal & General Group Plc | 0.00% | 810,824 | $6,060,910 | $5,578,469 | -$482,441 | -7.96% | |
| Morgan Stanley | 0.00% | 777,564 | $5,816,183 | $5,349,640 | -$466,543 | -8.02% | |
| Blackrock, Inc. | 0.00% | 375,781 | $2,810,843 | $2,585,373 | -$225,470 | -8.02% | |
| Advisors Asset Management, Inc. | 0.04% | 208,403 | $2,661,306 | $1,433,813 | -$1,227,493 | -46.12% | |
| Graniteshares Advisors Llc | 1.68% | 371,221 | $2,565,137 | $2,554,000 | -$11,137 | -0.43% | |
| Independent Advisor Alliance | 0.05% | 271,050 | $2,027,454 | $1,864,824 | -$162,630 | -8.02% | |
| Osaic Holdings, Inc. | 0.00% | 245,703 | $1,837,840 | $1,690,437 | -$147,403 | -8.02% | |
| Muzinich & Co., Inc. | 0.51% | 224,096 | $1,548,503 | $1,541,780 | -$6,723 | -0.43% | |
| Citadel Advisors Llc | 0.00% | 173,041 | $1,294,347 | $1,190,522 | -$103,825 | -8.02% | |
| Newedge Wealth, Llc | 0.01% | 168,559 | $1,260,821 | $1,159,686 | -$101,135 | -8.02% | |
| Bank Of America Corp | 0.00% | 164,131 | $1,227,700 | $1,129,221 | -$98,479 | -8.02% | |
| Millennium Management Llc | 0.00% | 156,573 | $1,171,166 | $1,077,222 | -$93,944 | -8.02% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 147,213 | $1,017,242 | $1,012,825 | -$4,417 | -0.43% | |
| Canada Life Assurance Co | 0.00% | 124,076 | $925,000 | $853,643 | -$71,357 | -7.71% | |
| Naviter Wealth, Llc | 0.08% | 116,148 | $879,038 | $799,098 | -$79,940 | -9.09% | |
| Krilogy Financial Llc | 0.02% | 123,880 | $828,760 | $852,294 | +$23,534 | +2.84% | |
| Tidal Investments Llc | 0.00% | 105,656 | $790,307 | $726,913 | -$63,394 | -8.02% | |
| Pfg Investments, Llc | 0.03% | 104,583 | $782,280 | $719,531 | -$62,749 | -8.02% | |
| Trexquant Investment Lp | 0.00% | 101,622 | $760,133 | $699,159 | -$60,974 | -8.02% | |
| Cerity Partners Llc | 0.00% | 87,479 | $654,257 | $601,856 | -$52,401 | -8.01% | |
| Lpl Financial Llc | 0.00% | 84,883 | $634,927 | $583,995 | -$50,932 | -8.02% | |
| Guggenheim Capital Llc | 0.00% | 74,194 | $554,971 | $510,455 | -$44,516 | -8.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,866 | $522,600 | $480,678 | -$41,922 | -8.02% | |
| Susquehanna International Group, Llp | 0.00% | 66,225 | $495,363 | $455,628 | -$39,735 | -8.02% | |
| Cetera Investment Advisers | 0.00% | 65,017 | $486,329 | $447,317 | -$39,012 | -8.02% | |
| Goldman Sachs Group Inc | 0.00% | 64,089 | $479,386 | $440,932 | -$38,454 | -8.02% | |
| Curi Capital, Llc | 0.01% | 60,000 | $448,800 | $412,800 | -$36,000 | -8.02% | |
| Virtus Investment Advisers, Llc | 0.10% | 58,934 | $440,826 | $405,466 | -$35,360 | -8.02% | |
| Xtx Topco Ltd | 0.01% | 58,365 | $436,570 | $401,551 | -$35,019 | -8.02% | |
| Greenwood Gearhart Llc | 0.02% | 56,662 | $423,832 | $389,835 | -$33,997 | -8.02% | |
| Stifel Financial Corp | 0.00% | 54,260 | $405,864 | $373,309 | -$32,555 | -8.02% | |
| Yelin Lapidot Holdings Management Ltd. | 0.07% | 54,927 | $379,546 | $377,898 | -$1,648 | -0.43% | |
| Envestnet Asset Management Inc | 0.00% | 49,727 | $371,957 | $342,122 | -$29,835 | -8.02% | |
| Mqs Management Llc | 0.45% | 49,574 | $370,814 | $341,069 | -$29,745 | -8.02% | |
| Denali Advisors Llc | 0.03% | 43,052 | $322,029 | $296,198 | -$25,831 | -8.02% | |
| Raymond James Financial Inc | 0.00% | 42,078 | $314,746 | $289,497 | -$25,249 | -8.02% | |
| Janney Montgomery Scott Llc | 0.00% | 41,156 | $308,000 | $283,153 | -$24,847 | -8.07% | |
| Sovran Advisors, Llc | 0.02% | 39,124 | $278,171 | $269,173 | -$8,998 | -3.23% | |
| Wells Fargo & Company/Mn | 0.00% | 35,642 | $266,604 | $245,217 | -$21,387 | -8.02% | |
| Squarepoint Ops Llc | 0.00% | 33,287 | $248,987 | $229,015 | -$19,972 | -8.02% | |
| Brevan Howard Capital Management Lp | 0.00% | 31,810 | $237,939 | $218,853 | -$19,086 | -8.02% | |
| Freestone Capital Holdings, Llc | 0.01% | 29,045 | $217,257 | $199,830 | -$17,427 | -8.02% | |
| Royal Bank Of Canada | 0.00% | 29,045 | $217,000 | $199,830 | -$17,170 | -7.91% | |
| Certuity, Llc | 0.01% | 26,658 | $199,402 | $183,407 | -$15,995 | -8.02% |
Frequently asked questions about PFLT
Who are the largest institutional holders of PFLT?
The largest institutional holders of PFLT reported in the latest SEC Form 13F filings include Ubs Group Ag, Sound Income Strategies, Llc, Van Eck Associates Corp, Invesco Ltd., and Altshuler Shaham Ltd. InsiderSet ranks institutional holders by their latest reported PFLT position.
What is PFLT institutional ownership?
This page tracks PFLT positions reported by institutional investment managers through SEC Form 13F. PENNANTPARK FLOATING RATE CA (PFLT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFLT?
InsiderSet currently tracks 120 institutional managers reporting PFLT 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 PFLT shareholders.
How much PFLT stock do institutions own?
Institutional investment managers disclosed approximately $139.11M in PFLT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFLT institutional ownership last updated?
The latest PFLT 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 PFLT 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 PFLT position after the reporting date.
Are institutions buying or selling PFLT?
Institutional buying and selling can be analyzed by comparing PFLT positions across consecutive 13F reporting periods. InsiderSet's PFLT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFLT ownership changes.
How has PFLT institutional ownership changed over time?
InsiderSet tracks PFLT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.