PTMN Institutional Ownership & Shareholders
PORTMAN RIDGE FINANCE CORP (PTMN) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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
44
Total Reported Value
$13.31M
Largest Holder
Bulldog Investors, Llp
Largest Position
$2.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
Frequently asked questions about PTMN
Who are the largest institutional holders of PTMN?
The largest institutional holders of PTMN reported in the latest SEC Form 13F filings include Bulldog Investors, Llp, Advisors Asset Management, Inc., Jb Capital Partners Lp, Wealth Enhancement Advisory Services, Llc, and Marshall Wace, Llp. InsiderSet ranks institutional holders by their latest reported PTMN position.
What is PTMN institutional ownership?
This page tracks PTMN positions reported by institutional investment managers through SEC Form 13F. PORTMAN RIDGE FINANCE CORP (PTMN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PTMN?
InsiderSet currently tracks 44 institutional managers reporting PTMN 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 PTMN shareholders.
How much PTMN stock do institutions own?
Institutional investment managers disclosed approximately $13.31M in PTMN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PTMN institutional ownership last updated?
The latest PTMN 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 PTMN 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 PTMN position after the reporting date.
Are institutions buying or selling PTMN?
Institutional buying and selling can be analyzed by comparing PTMN positions across consecutive 13F reporting periods. InsiderSet's PTMN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PTMN ownership changes.
How has PTMN institutional ownership changed over time?
InsiderSet tracks PTMN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.