PFLT Institutional Ownership
Who owns PennantPark Floating Rate Capital Ltd. and what the big funds did with it last quarter, from every SEC 13F filing. 126 funds reported holding PFLT at Jun 30, 2026, together owning 22.3% of the company.
- ●61 buying vs 61 selling
- ▲Held by funds +1.5 pts
- ▼Funds holding -9
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 126 | 135 | −6.7% |
| In funds' top 10 | 1 | 2 | −50.0% |
| 13F shares | 22.1M | 20.7M | +7.1% |
| Held by funds | 22.3% | 20.8% | +1.5 pts |
| New positions | 17 | 25 | −32.0% |
| Increased | 44 | 49 | −10.2% |
| Reduced | 36 | 32 | +12.5% |
| Sold out | 25 | 23 | +8.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 193K | −100.0% |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in PFLT
All superinvestors →
Who owns PFLT
share of fund held shares- Index and passive funds24.7%
- Active managers and hedge funds53.4%
- Banks and brokers21.2%
- Pensions, insurers and other0.7%
The top 10 holders own 77.1% of all PFLT shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
26 funds changed their position- Sound Income Strategies, LLCTrimmed−2.3M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−76K sh
- GraniteShares Advisors LLCAdded+69K sh
- Muzinich & Co., Inc.Added+52K sh
- First Citizens Bank & Trust CoSold out−27K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | 5.26% | 5.2M | $39.1M | +282K |
| 2 | UBS Group AG | 3.11% | 3.1M | $23.1M | +1.1M |
| 3 | Van Eck Associates Corp | 2.49% | 2.5M | $18.5M | +668K |
| 4 | Invesco Ltd. | 1.81% | 1.8M | $13.4M | −11K |
| 5 | Altshuler Shaham Ltd | 1.04% | 1M | $7.7M | 0 |
| 6 | Diameter Capital Partners LP | 0.91% | 900K | $6.7M | −755K |
| 7 | Legal & General Group Plc | 0.82% | 811K | $6.1M | +46K |
| 8 | Morgan Stanley | 0.78% | 778K | $5.8M | +176K |
| 9 | Franklin Resources Inc | 0.59% | 585K | $4.4M | +585K |
| 10 | Advisors Asset Management, Inc. | 0.38% | 377K | $2.8M | +18K |
- UBS Group AG+1.1M sh+$8M
- Van Eck Associates Corp+668K sh+$5M
- Franklin Resources Inc+585K sh+$4.4M
- Sound Income Strategies, LLC+282K sh+$2.1M
- Morgan Stanley+176K sh+$1.3M
- Citadel Advisors LLC+173K sh+$1.3M
- Independent Advisor Alliance+134K sh+$999K
- Cambridge Investment Research Advisors, Inc.+116K sh+$868K
- Diameter Capital Partners LP−755K sh−$5.6M
- LPL Financial LLC−315K sh−$2.4M
- Two Sigma Investments, LP−273K sh−$2M
- Qube Research & Technologies Ltd−177K sh−$1.3M
- PFG Advisors−99K sh−$796K
- VARCOV Co.−86K sh−$689K
- XTX Topco Ltd−89K sh−$669K
- CastleKnight Management LP−79K sh−$636K
PFLT institutional ownership FAQ
Who owns the most PFLT stock?
In Q2 2026 13F filings the largest holder of PFLT was Sound Income Strategies, LLC, followed by UBS Group AG and Van Eck Associates Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of PFLT is owned by institutions?
Funds that file 13F reports held 22.3% of PFLT's shares at Jun 30, 2026, compared with 20.8% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying PFLT?
In Q2 2026, 61 funds bought PFLT (17 of them new positions) and 61 sold (25 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for PFLT is neutral.
What is PFLT's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this PFLT ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.