Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PAX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 8.5M | $107.4M | -7.2% | 5.343% | 0.02% |
| 2 | FMR LLC | 6.7M | $83.8M | -0.0% | 4.170% | 0.00% |
| 3 | Endure Capital Management, LLC | 6.1M | $76.3M | β | 3.808% | 52.87% |
| 4 | BlackRock, Inc. | 5.9M | $73.8M | +3.9% | 3.672% | 0.00% |
| 5 | Pertento Partners LLP | 5.2M | $65.6M | +16.1% | 3.263% | 6.96% |
| 6 | SAMLYN CAPITAL, LLC | 2.1M | $25.9M | +0.7% | 1.286% | 0.44% |
| 7 | MIZUHO MARKETS AMERICAS LLC | 1.5M | $18.9M | 0.0% | 0.940% | 0.52% |
| 8 | STATE STREET CORP | 1.3M | $16.6M | -3.4% | 0.824% | 0.00% |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.0M | $12.6M | 0.0% | 0.627% | 0.02% |
| 10 | UBS Group AG | 918K | $11.6M | +42.6% | 0.575% | 0.00% |
| 11 | MHR FUND MANAGEMENT LLC | 900K | $11.3M | +12.5% | 0.564% | 0.83% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 875K | $11.0M | +2.5% | 0.548% | 0.00% |
| 13 | Zeno Equity Partners LLP | 116K | $10.2M | -80.4% | 0.072% | 4.15% |
| 14 | NORTHERN TRUST CORP | 542K | $6.8M | -9.5% | 0.340% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 503K | $6.3M | +21.2% | 0.315% | 0.00% |
| 16 | SEB Asset Management AB | 434K | $5.5M | β | 0.272% | 0.02% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 392K | $4.9M | β | 0.246% | 0.00% |
| 18 | MORGAN STANLEY | 326K | $4.1M | -15.8% | 0.204% | 0.00% |
| 19 | GLOBEFLEX CAPITAL L P | 299K | $3.8M | +12.4% | 0.187% | 0.57% |
| 20 | Allianz Asset Management GmbH | 290K | $3.7M | 0.0% | 0.182% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 247K | $3.1M | +2.9% | 0.155% | 0.00% |
| 22 | Qube Research & Technologies Ltd | 237K | $3.0M | β | 0.148% | 0.00% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 236K | $3.0M | β | 0.148% | 0.00% |
| 24 | Nuveen, LLC | 224K | $2.8M | -52.3% | 0.141% | 0.00% |
| 25 | Invesco Ltd. | 206K | $2.6M | +5.9% | 0.129% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PAX β a direct measure of their conviction.
Filings activity in PAX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 154 | +3.4% | 34.01% | 6.87 pp | $627M | 17% |
| Q4 2025 | 149 | +2.8% | 40.88% | +5.17 pp | $753M | +14% |
| Q3 2025 | 145 | +0.7% | 35.71% | +1.70 pp | $658M | +5.0% |
| Q2 2025 | 144 | +4.3% | 34.01% | +8.61 pp | $627M | +34% |
| Q1 2025 | 138 | +3.8% | 25.40% | 3.76 pp | $468M | 13% |
| Q4 2024 | 133 | +7.3% | 29.16% | +0.92 pp | $537M | +3.2% |
| Q3 2024 | 124 | +4.2% | 28.24% | 2.95 pp | $520M | 9.4% |
| Q2 2024 | 119 | β | 31.19% | β | $575M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PAX stock.
Based on Q1 2026 13F filings, institutional ownership of Patria Investments Limited stands at 34.0%, held across 154 reporting institutions.
Capital Research Global Investors is the largest reported institutional holder of PAX, with approximately 8,522,855 shares worth $0.11B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of PAX, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for PAX is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
32 institutions opened new positions in PAX during Q1 2026, while 27 fully exited. 20 added to existing positions and 101 trimmed.
PAX institutional ownership fell by 6.87 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 78.6% of all reported 13F value in PAX, and the top 25 account for 91.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.