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Patria Investments Ltd

PAX
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001825570

In the last 90 days, Patria Investments Ltd insiders filed 0 open-market purchases and 1 sale; 147 institutions reported holding it in 13F filings for Q2 2026, worth $557.0M in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Patria Investments Ltd as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
146
+7 vs. Q1 2025
Shares held
43.9M
+1.87M (+4.5%) vs. Q1 2025
Total value
$617.0M
+$142.7M (+30.1%) vs. Q1 2025
New holders
29
62 more added
Sold out
22
40 more reduced

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PAX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 146 institutions
Q1 2021: 63 institutionsQ2 2021: 51 institutionsQ3 2021: 51 institutionsQ4 2021: 53 institutionsQ1 2022: 52 institutionsQ2 2022: 59 institutionsQ3 2022: 54 institutionsQ4 2022: 61 institutionsQ1 2023: 69 institutionsQ2 2023: 90 institutionsQ3 2023: 95 institutionsQ4 2023: 107 institutionsQ1 2024: 121 institutionsQ2 2024: 122 institutionsQ3 2024: 127 institutionsQ4 2024: 135 institutionsQ1 2025: 141 institutionsQ2 2025: 146 institutionsQ3 2025: 150 institutionsQ4 2025: 156 institutionsQ1 2026: 162 institutionsQ2 2026: 147 institutions
Value heldQ2 2025: $617.0M
Q1 2021: $921.6MQ2 2021: $926.0MQ3 2021: $830.5MQ4 2021: $849.3MQ1 2022: $921.9MQ2 2022: $688.5MQ3 2022: $652.8MQ4 2022: $691.3MQ1 2023: $725.5MQ2 2023: $746.9MQ3 2023: $745.8MQ4 2023: $769.8MQ1 2024: $735.0MQ2 2024: $579.0MQ3 2024: $527.8MQ4 2024: $545.6MQ1 2025: $474.4MQ2 2025: $617.0MQ3 2025: $661.7MQ4 2025: $759.0MQ1 2026: $648.8MQ2 2026: $557.0M
Institutions holding PAX and their total value by quarter
QuarterHoldersValue
Q2 2026147$557.0M
Q1 2026162$648.8M
Q4 2025156$759.0M
Q3 2025150$661.7M
Q2 2025146$617.0M
Q1 2025141$474.4M
Q4 2024135$545.6M
Q3 2024127$527.8M
Q2 2024122$579.0M
Q1 2024121$735.0M
Q4 2023107$769.8M
Q3 202395$745.8M
Q2 202390$746.9M
Q1 202369$725.5M
Q4 202261$691.3M
Q3 202254$652.8M
Q2 202259$688.5M
Q1 202252$921.9M
Q4 202153$849.3M
Q3 202151$830.5M
Q2 202151$926.0M
Q1 202163$921.6M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Patria Investments Ltd; share changes are against Q1 2025.

Institutions holding PAX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Research Global Investors9,721,903$136.7M0.03%−72,455−0.7%Reduced
FMR LLC5,646,339$79.4M0.00%−397,049−6.6%Reduced
BlackRock, Inc.4,944,889$69.5M0.00%−100,148−2.0%Reduced
Pertento Partners LLP3,317,006$46.6M5.27%+8,380+0.3%Added
Samlyn Capital, LLC1,920,105$27.0M0.39%−84,000−4.2%Reduced
UBS Group AG1,734,910$24.4M0.01%+1,406,227+427.8%Added
Adage Capital Partners GP, L.L.C.1,621,192$22.8M0.04%−3,808−0.2%Reduced
Inherent Management Corp.1,466,831$20.6M10.45%+258,008+21.3%Added
State Street Corp1,286,820$18.1M0.00%+62,295+5.1%Added
Nuveen, LLC839,004$11.8M0.00%−357,033−29.9%Reduced
Millennium Management LLC834,129$11.7M0.01%+493,178+144.6%Added
Geode Capital Management, LLC830,278$11.7M0.00%+75,699+10.0%Added
Grandeur Peak Global Advisors, LLC812,276$11.4M1.38%−812,144−50.0%Reduced
MHR Fund Management LLC627,982$8.83M0.98%+427,982+214.0%Added
Amitell Capital Pte Ltd601,150$8.45M4.75%−175,435−22.6%Reduced
Northern Trust Corp597,394$8.40M0.00%+53,890+9.9%Added
Vanguard Group Inc422,861$5.95M0.00%+39,318+10.3%Added
683 Capital Management, LLC400,000$5.62M0.57%+400,000New
JPMorgan Chase & Co273,434$3.84M0.00%−362−0.1%Reduced
FIL Ltd266,919$3.75M0.00%−288,288−51.9%Reduced
Morgan Stanley237,966$3.35M0.00%−16,384−6.4%Reduced
Denali Advisors LLC234,819$3.30M0.34%+144,577+160.2%Added
Voloridge Investment Management, LLC227,183$3.19M0.01%+202,219+810.0%Added
Citadel Advisors LLC218,698$3.07M0.00%+127,739+140.4%Added
Globeflex Capital L P217,959$3.06M0.25%+217,959New
Invesco Ltd.207,897$2.92M0.00%+103,934+100.0%Added
Citigroup Inc191,677$2.69M0.00%+124,231+184.2%Added
American Century Companies Inc172,754$2.43M0.00%+133,313+338.0%Added
Charles Schwab Investment Management Inc151,411$2.13M0.00%+11,761+8.4%Added
National Bank of Canada151,003$2.12M0.00%+38,180+33.8%Added
Robeco Institutional Asset Management B.V.150,000$2.11M0.00%00.0%Unchanged
Bank of America Corp149,017$2.10M0.00%+81,807+121.7%Added
Bank of New York Mellon Corp140,535$1.98M0.00%+5,235+3.9%Added
Allianz Asset Management GmbH140,000$1.97M0.00%+140,000New
Federated Hermes, Inc.135,000$1.90M0.00%00.0%Unchanged
Goldman Sachs Group Inc132,081$1.86M0.00%−177,879−57.4%Reduced
Aurora Investment Counsel120,798$1.70M0.90%−1,361−1.1%Reduced
Barclays PLC106,535$1.50M0.00%+43,751+69.7%Added
Rhumbline Advisers92,717$1.30M0.00%+10,442+12.7%Added
TT Capital Management LLC88,300$1.24M1.01%+12,850+17.0%Added
Eagle Harbor Asset Management Inc85,583$1.20M1.16%−17,306−16.8%Reduced
Algert Global LLC82,043$1.15M0.02%+47,931+140.5%Added
Martingale Asset Management L P80,438$1.13M0.03%+5,917+7.9%Added
Susquehanna International Group, LLP79,634$1.12M0.00%−14,883−15.7%Reduced
AQR Capital Management LLC79,385$1.12M0.00%+35,596+81.3%Added
New York State Common Retirement Fund79,368$1.12M0.00%+39,900+101.1%Added
Uniplan Investment Counsel, Inc.76,731$1.08M0.11%+76,731New
Jane Street Group, LLC76,577$1.08M0.00%+7,713+11.2%Added
Commonwealth Equity Services, LLC76,499$1.08M0.00%+6,983+10.0%Added
Russell Investments Group, Ltd.66,886$940.4K0.00%+43,096+181.2%Added
Quantbot Technologies LP65,038$914.4K0.02%+49,261+312.2%Added
Creative Planning61,573$865.7K0.00%+25,293+69.7%Added
CWM Advisors, LLC61,494$864.6K0.09%+61,494New
Nebula Research & Development LLC57,554$809.2K0.07%−25,323−30.6%Reduced
Verition Fund Management LLC57,427$807.4K0.00%+36,962+180.6%Added
Wells Fargo & Company56,828$799.0K0.00%+2,552+4.7%Added
Alliancebernstein L.P.56,010$787.5K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA55,437$779.4K0.00%+52,393+1,721.2%Added
HSBC Holdings PLC51,358$723.1K0.00%−866−1.7%Reduced
Deutsche Bank AG44,987$632.5K0.00%−5,307−10.6%Reduced
Abel Hall, LLC39,041$548.9K0.25%+39,041New
Legal & General Group Plc37,555$528.2K0.00%−1,951−4.9%Reduced
MetLife Investment Management37,074$521.3K0.00%+1,481+4.2%Added
Police & Firemen's Retirement System of New Jersey36,480$512.9K0.00%+2,457+7.2%Added
Aviva PLC35,806$503.4K0.00%−17,723−33.1%Reduced
State of Wisconsin Investment Board35,653$501.3K0.00%+35,653New
Yorktown Management & Research Co Inc34,000$478.0K0.46%00.0%Unchanged
Tudor Investment Corp Et Al33,417$469.8K0.00%+33,417New
Mirae Asset Global ETFs Holdings Ltd.33,059$464.8K0.00%−1,271−3.7%Reduced
Toroso Investments, LLC31,969$449.5K0.00%−2,680−7.7%Reduced
Formidable Asset Management, LLC31,969$449.5K0.08%−1,826−5.4%Reduced
Price T Rowe Associates Inc30,050$423.0K0.00%+5,229+21.1%Added
Marshall Wace, LLP29,950$421.1K0.00%+29,950New
Quantinno Capital Management LP27,916$392.5K0.00%+11,950+74.8%Added
Pension & Wealth Management Advisors, Inc.27,369$384.8K0.13%−18,393−40.2%Reduced
Solstein Capital, LLC26,300$369.8K0.19%00.0%Unchanged
Centiva Capital, LP24,924$350.4K0.02%−3,798−13.2%Reduced
Brookwood Investment Group LLC24,631$346.3K0.06%+7,195+41.3%Added
Intech Investment Management LLC23,648$332.5K0.00%−20,998−47.0%Reduced
Manufacturers Life Insurance Company, The22,140$311.3K0.00%+1,366+6.6%Added
Farther Finance Advisors, LLC21,721$305.4K0.01%+6,495+42.7%Added
Wellington Shields Capital Management, LLC21,500$302.3K0.05%00.0%Unchanged
Inceptionr LLC21,274$299.1K0.07%+21,274New
Dodge & Cox21,200$298.1K0.00%+1,400+7.1%Added
Neuberger Berman Group LLC20,362$286.3K0.00%+2,635+14.9%Added
Ethic Inc.20,843$286.0K0.01%+9,274+80.2%Added
Wellington Shields & Co., LLC18,400$258.7K0.07%00.0%Unchanged
LPL Financial LLC18,235$256.4K0.00%+18,235New
Victory Capital Management Inc17,518$246.3K0.00%+2,496+16.6%Added
Jump Financial, LLC17,245$242.5K0.00%+17,245New
Magnetar Financial LLC17,201$241.8K0.00%+17,201New
Voya Investment Management LLC16,503$232.0K0.00%+1,421+9.4%Added
State Board of Administration of Florida Retirement System15,680$220.5K0.00%00.0%Unchanged
Mutual Advisors, LLC15,147$207.5K0.01%+15,147New
Sonora Investment Management Group, LLC14,000$196.8K0.01%+14,000New
Public Employees Retirement System of Ohio13,900$195.4K0.00%+1,000+7.8%Added
Pictet Asset Management Holding SA12,922$181.7K0.00%+12,922New
Allegheny Financial Group LTD12,546$176.4K0.04%−155−1.2%Reduced
Tokio Marine Asset Management Co Ltd12,380$174.1K0.01%00.0%Unchanged
ProShare Advisors LLC12,332$173.4K0.00%−185−1.5%Reduced