PORTMAN RIDGE FINANCE CORP (PTMN) Institutional Shareholders

PORTMAN RIDGE FINANCE CORP (PTMN) 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 $13.23M in PTMN holdings during the latest filing period.

Bulldog Investors, Llp is currently the largest disclosed institutional shareholder of PTMN tracked by InsiderSet, reporting ownership valued at approximately $2.75M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed PTMN value among the investors covered in this analysis. Major shareholders include Bulldog Investors, Llp, Advisors Asset Management, Inc., Jb Capital Partners Lp, and several other long-term asset managers with concentrated positions in PORTMAN RIDGE FINANCE CORP (PTMN).

This page ranks the largest institutional PTMN 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

42

Total Reported Value

$13.23M

Largest Holder

Bulldog Investors, Llp

Largest Position

$2.75M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

63

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bulldog Investors, Llp0.61%378,412$2,754,839
Advisors Asset Management, Inc.0.02%64,154$1,588,453
Jb Capital Partners Lp0.22%197,036$1,416,689
Wealth Enhancement Advisory Services, Llc0.00%157,910$1,163,797
Marshall Wace, Llp0.00%98,879$719,840
Raymond James Financial Inc0.00%94,495$687,924
Legal & General Group Plc0.00%93,881$683,454
Founders Financial Alliance, Llc0.08%80,706$587,541
Curi Capital, Llc0.01%65,000$473,200
Gables Capital Management Inc.0.12%46,531$338,746
Triumph Capital Management0.05%41,562$302,571
Virtus Investment Advisers, Llc0.07%39,887$290,377
Trexquant Investment Lp0.00%38,986$283,818
Citadel Advisors Llc0.00%33,515$243,989
Xtx Topco Ltd0.00%32,411$235,952
Susquehanna International Group, Llp0.00%26,783$194,980
Morgan Stanley0.00%23,157$168,587
Deltec Asset Management Llc0.02%22,222$161,776
Bank Of America Corp0.00%21,473$156,323
Accordant Advisory Group Inc0.08%16,060$116,917
Closed-End Fund Advisors, Inc.0.09%13,265$96,569
Lpl Financial Llc0.00%12,502$91,011
Ethos Financial Group, Llc0.01%11,038$80,357
Ubs Group Ag0.00%10,912$79,440
Perigon Wealth Management, Llc0.00%10,500$76,440
Hrt Financial Lp0.00%10,050$73,000
Bi Asset Management Fondsmaeglerselskab A/S0.00%7,856$57,000
Eagle Point Credit Management Llc0.04%3,634$26,456
Jpmorgan Chase & Co0.00%2,224$15,746
Osaic Holdings, Inc.0.00%1,468$10,686
Daytona Street Capital Llc0.01%1,372$10,065
Burk Holdings Llc0.00%1,200$8,736
Royal Bank Of Canada0.00%1,129$8,000
Signaturefd, Llc0.00%1,000$7,280
Wells Fargo & Company/Mn0.00%875$6,372
Simplex Trading, Llc0.00%719$5,234
Ifp Advisors, Inc0.00%457$3,327
Community Financial Services Group, Llc0.00%127$936
Golden State Wealth Management, Llc0.00%100$728
Larson Financial Group Llc0.00%99$721
Blackrock, Inc.0.00%9$66
Caitong International Asset Management Co., Ltd0.00%9$66
Showing 42 of 42

Frequently asked questions about PTMN

  • Who owns the most PTMN stock?

    The largest holders of PTMN 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 PORTMAN RIDGE FINANCE CORP (PTMN).

  • Is PTMN widely held by superinvestors?

    Many widely followed stocks like PTMN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTMN 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.