PORTMAN RIDGE FINANCE CORP (PTMN) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $12.18M 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 $2.85M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed PTMN value among the investors covered in this analysis. Major shareholders include Bulldog Investors, Llp, Jb Capital Partners Lp, Punch & Associates Investment Management, Inc., 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

50

Total Reported Value

$12.18M

Largest Holder

Bulldog Investors, Llp

Largest Position

$2.85M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

62

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bulldog Investors, Llp0.64%378,412$2,845,658
Jb Capital Partners Lp0.21%167,447$1,244,131
Punch & Associates Investment Management, Inc.0.05%117,950$886,984
Raymond James Financial Inc0.00%105,417$792,736
Legal & General Group Plc0.00%93,881$705,985
Wealth Enhancement Advisory Services, Llc0.00%86,753$662,793
Founders Financial Alliance, Llc0.11%83,017$624,286
Marshall Wace, Llp0.00%69,661$523,852
Gables Capital Management Inc.0.15%47,071$353,974
Gatepass Capital, Llc0.15%39,700$298,544
Curi Capital, Llc0.01%37,800$284,256
Susquehanna International Group, Llp0.00%37,061$278,699
Virtus Investment Advisers, Llc0.07%32,830$246,882
Morgan Stanley0.00%29,947$225,208
Xtx Topco Ltd0.00%25,570$192,286
Two Sigma Investments, Lp0.00%25,344$190,587
Millennium Management Llc0.00%24,255$182,398
Trexquant Investment Lp0.00%23,456$176,389
Vident Advisory, Llc0.00%23,066$173,456
Deltec Asset Management Llc0.03%22,222$167,109
Bank Of America Corp0.00%21,447$161,281
Ethos Financial Group, Llc0.01%12,320$145,746
Accordant Advisory Group Inc0.07%16,060$120,772
Marex Group Plc0.00%12,722$95,669
Lpl Financial Llc0.00%11,350$85,352
Closed-End Fund Advisors, Inc.0.08%10,615$79,825
Jump Financial, Llc0.00%10,600$79,712
Perigon Wealth Management, Llc0.00%10,500$78,960
Redhawk Wealth Advisors, Inc.0.01%10,204$76,735
Ubs Group Ag0.00%6,116$45,993
Royal Bank Of Canada0.00%3,734$28,000
Eagle Point Credit Management Llc0.04%3,634$27,328
Bnp Paribas Financial Markets0.00%3,152$23,703
Simplex Trading, Llc0.00%2,264$17,025
Osaic Holdings, Inc.0.00%1,868$14,046
Daytona Street Capital Llc0.01%1,372$10,343
Burk Holdings Llc0.00%1,200$9,024
Signaturefd, Llc0.00%1,000$7,520
Wells Fargo & Company/Mn0.00%876$6,587
Ifp Advisors, Inc0.00%457$3,437
Dhjj Financial Advisors, Ltd.0.00%404$3,039
Community Financial Services Group, Llc0.00%127$959
Golden State Wealth Management, Llc0.00%100$752
Larson Financial Group Llc0.00%99$744
Northwestern Mutual Wealth Management Co0.00%30$226
Bi Asset Management Fondsmaeglerselskab A/S0.00%27,714$208
Hrt Financial Lp0.00%10,212$76
Blackrock, Inc.0.00%9$68
Allworth Financial Lp0.00%3$24
Caitong International Asset Management Co., Ltd0.00%2$15

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.