Institutional Ownership Patria Investments LTD (PAX)
This table provides information about the institutional ownership of Patria Investments LTD (PAX). We have compiled data on the 154 institutions that hold shares in the stock, with a total of 38 Million shares, which have been reported (via 13F filing form) to have a value of $559 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
654
shares
|
$9,633
0.0% of portfolio
|
Q2 2025
Added 341.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
513
shares
|
$7,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
490
shares
|
$7,217
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
478
shares
|
$7,040
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
399
shares
|
$5,877
0.0% of portfolio
|
Q4 2025
Added 17.01%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
334
shares
|
$4,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
195
shares
|
$2,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
195
shares
|
$2,872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
177
shares
|
$2,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
157
shares
|
$2,312
0.0% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
136
shares
|
$2,003
0.0% of portfolio
|
Q3 2025
Reduced 86.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
130
shares
|
$1,914
0.0% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
130
shares
|
$1,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
121
shares
|
$1,782
0.0% of portfolio
|
Q4 2025
Added 27.37%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
117
shares
|
$1,723
0.0% of portfolio
|
Q3 2025
Added 1571.43%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
116
shares
|
$1,708
0.0% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
73
shares
|
$1,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
70
shares
|
$1,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
69
shares
|
$1,016
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
67
shares
|
$986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
31
shares
|
$456
0.0% of portfolio
|
Q1 2025
Added 34.78%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 07, 2025 Q3 2025 |
18
shares
|
$265
0.0% of portfolio
|
Q3 2025
Reduced 99.73%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12
shares
|
$176
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|