Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PFLT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | 5.2M | $39.1M | +5.7% | 5.264% | 1.75% |
| 2 | UBS Group AG | 3.1M | $23.1M | +52.8% | 3.111% | 0.00% |
| 3 | VAN ECK ASSOCIATES CORP | 2.5M | $18.5M | +37.0% | 2.493% | 0.01% |
| 4 | Invesco Ltd. | 1.8M | $13.4M | -0.6% | 1.810% | 0.00% |
| 5 | Altshuler Shaham Ltd | 1.0M | $7.7M | 0.0% | 1.037% | 0.10% |
| 6 | Diameter Capital Partners LP | 900K | $6.7M | -45.6% | 0.907% | 0.27% |
| 7 | Legal & General Group Plc | 811K | $6.1M | +6.0% | 0.817% | 0.00% |
| 8 | MORGAN STANLEY | 778K | $5.8M | +29.2% | 0.784% | 0.00% |
| 9 | FRANKLIN RESOURCES INC | 585K | $4.4M | — | 0.589% | 0.00% |
| 10 | BlackRock, Inc. | 376K | $2.8M | -2.4% | 0.379% | 0.00% |
| 11 | GraniteShares Advisors LLC | 302K | $2.3M | +15.1% | 0.305% | 1.45% |
| 12 | Independent Advisor Alliance | 271K | $2.0M | +97.1% | 0.273% | 0.05% |
| 13 | CITADEL ADVISORS LLC | 253K | $1.9M | +2082.3% | 0.255% | 0.00% |
| 14 | OSAIC HOLDINGS, INC. | 246K | $1.8M | +13.5% | 0.248% | 0.00% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 183K | $1.4M | +17.4% | 0.184% | 0.00% |
| 16 | Muzinich & Co., Inc. | 172K | $1.3M | +0.1% | 0.173% | 0.44% |
| 17 | NewEdge Wealth, LLC | 169K | $1.3M | -5.1% | 0.170% | 0.01% |
| 18 | BANK OF AMERICA CORP /DE/ | 164K | $1.2M | +198.1% | 0.165% | 0.00% |
| 19 | MILLENNIUM MANAGEMENT LLC | 157K | $1.2M | -2.8% | 0.158% | 0.00% |
| 20 | Sumitomo Mitsui Trust Group, Inc. | 147K | $1.1M | 0.0% | 0.148% | 0.00% |
| 21 | Krilogy Financial LLC | 124K | $927K | 0.0% | 0.125% | 0.03% |
| 22 | Naviter Wealth, LLC | 116K | $879K | +48.5% | 0.117% | 0.08% |
| 23 | PFG Investments, LLC | 105K | $782K | -25.6% | 0.105% | 0.03% |
| 24 | Trexquant Investment LP | 102K | $760K | -42.8% | 0.102% | 0.00% |
| 25 | Cerity Partners LLC | 87K | $654K | +1.1% | 0.088% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PFLT — a direct measure of their conviction.
Filings activity in PFLT during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new PFLT position in Q2 2026
Institutions that fully closed their PFLT position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | 6.7% | 21.94% | +1.26 pp | $161M | +8.3% |
| Q1 2026 | 135 | 0.7% | 20.68% | 2.03 pp | $148M | 20% |
| Q4 2025 | 136 | +3.0% | 22.71% | +0.97 pp | $186M | +13% |
| Q3 2025 | 132 | +7.3% | 21.74% | +0.60 pp | $164M | 13% |
| Q2 2025 | 123 | 5.4% | 21.14% | 4.48 pp | $187M | 24% |
| Q1 2025 | 130 | +4.0% | 25.62% | +3.30 pp | $247M | +42% |
| Q4 2024 | 125 | +24% | 22.32% | +1.99 pp | $174M | +11% |
| Q3 2024 | 101 | — | 20.33% | — | $156M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PFLT stock.
Based on Q2 2026 13F filings, institutional ownership of PennantPark Floating Rate Capital Ltd. stands at 21.9%, held across 126 reporting institutions.
Sound Income Strategies, LLC is the largest reported institutional holder of PFLT, with approximately 5,222,616 shares worth $0.04B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of PFLT, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for PFLT is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in PFLT during Q2 2026, while 25 fully exited. 31 added to existing positions and 76 trimmed.
PFLT institutional ownership rose by 1.26 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 79.5% of all reported 13F value in PFLT, and the top 25 account for 91.6%.
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.
PennantPark Floating Rate Capital Ltd. (PFLT) Institutional Ownership