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Disclosery

PAX PATRIA INVESTMENTS LIMITED

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COM CL A (common), issuer CIK 1825570

154 managers (156 13F filers) reported a position in PAX shares at 2025-12-31, 47,767,463 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
154
13F filers
156
New
13
Added
67
Reduced
47
Sold out
7
Shares held by filers
47,767,463

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital Research Global Investorsin group Capital Research Global Inves…9,182,088$146M0.03%-28,75513F-HRTimelineGroup
FMR LLCin group FMR LLC6,652,156$106M0.01%+10,94113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,641,279$89.6M<0.01%+206,81113F-HRTimelineGroup
Pertento Partners LLPin group Pertento Partners LLP4,483,299$71.2M7.83%+511,32713F-HRTimelineGroup
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC2,037,059$32.4M0.52%+50,79313F-HRTimelineGroup
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC1,500,000$23.8M0.51%013F-HRTimelineGroup
Inherent Management Corp.1,484,199$23.6M12.1%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,361,241$21.6M<0.01%+82,06713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,357,116$21.6M0.02%+492,00913F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…1,000,000$15.9M0.02%-293,90113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC853,986$13.6M<0.01%+19,13313F-HRTimelineGroup
MHR FUND MANAGEMENT LLC800,000$12.7M1.09%013F-HRTimeline
UBS Group AGgroup of 2 filers holding686,405$10.9M-100,236Timeline
ALLIANCEBERNSTEIN L.P.667,172$10.6M<0.01%+607,55013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP598,427$9.51M<0.01%-39,07013F-HRTimelineGroup
Zeno Equity Partners LLP590,698$9.39M3.89%new13F-HRTimeline
Nuveen, LLCin group TIAA471,126$7.49M<0.01%-225,15013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC453,424$7.2M<0.01%+23,43013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC414,999$6.59M<0.01%-47,33513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY387,666$6.16M<0.01%+157,81813F-HR/ATimelineGroup
683 Capital Management, LLCin group 683 Capital Management, LLC365,000$5.8M0.48%-15,00013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL346,171$5.5M0.03%+115,48913F-HRTimeline
Grandeur Peak Global Advisors, LLC323,272$5.14M0.69%-71,47413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE290,000$4.61M0.01%013F-HRTimelineGroup
GLOBEFLEX CAPITAL L P265,553$4.22M0.65%+71,62513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO257,143$4.09M<0.01%-13,99413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/239,687$3.81M<0.01%-112,94513F-HRTimelineGroup
Skandinaviska Enskilda Banken AB (publ)211,182$3.35M0.01%+153,28213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC195,595$3.11M<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.194,869$3.1M<0.01%-39,52813F-HRTimelineGroup
Uniplan Investment Counsel, Inc.187,294$2.98M0.3%+75,93513F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC186,574$2.96M<0.01%-74,86413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC170,028$2.7M<0.01%+65,68913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co165,783$2.63M<0.01%+4,10113F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…151,361$2.41M0.01%+115,24813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp151,262$2.4M<0.01%-89013F-HRTimelineGroup
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…150,000$2.38M<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/137,776$2.19M<0.01%-13,85813F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.135,000$2.15M<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN129,879$2.06M<0.01%+67,02013F-HRTimelineGroup
Creative Planningin group Creative Planning115,896$1.84M<0.01%+27,76813F-HRTimelineGroup
Aurora Investment Counsel113,042$1.8M0.94%-4,72013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding110,471$1.76M+33,968Timeline
BARCLAYS PLCin group BARCLAYS PLC103,142$1.64M<0.01%+10,41513F-HRTimelineGroup
Police & Firemen's Retirement System of…99,966$1.59M0.01%+60,70013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND98,268$1.56M<0.01%+83,90013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…95,953$1.52M<0.01%+77,45313F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC91,918$1.46M0.01%-98,43513F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV89,498$1.42M1.18%+1,52613F-HRTimeline
RHUMBLINE ADVISERS83,142$1.32M<0.01%-10,49213F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC81,075$1.29M0.12%new13F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P78,921$1.25M0.03%-41713F-HRTimeline
TT Capital Management LLC74,350$1.18M0.94%-9,40013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A73,971$1.18M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC71,400$1.13M<0.01%-4,52313F-HRTimeline
Quantinno Capital Management LP64,592$1.03M<0.01%+19,63913F-HRTimeline
LPL Financial LLC57,910$920K<0.01%-1,49513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\56,390$896K<0.01%+5,23713F-HRTimelineGroup
STRS OHIO45,200$718K<0.01%-1,20013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC44,539$709K<0.01%-1,01413F-HR/ATimelineGroup
INCEPTIONR LLC44,009$699K0.19%+16,91613F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.42,000$667K0.16%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc39,893$634K<0.01%+1,46313F-HRTimelineGroup
Abel Hall, LLC39,361$625K0.15%+24313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,250$624K<0.01%+18,41513F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding38,815$617K-700Timeline
PRICE T ROWE ASSOCIATES INC /MD/37,215$592K<0.01%+2,49513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…37,074$589K<0.01%013F-HRTimelineGroup
Yorktown Management & Research Co Inc34,000$540K0.43%013F-HRTimeline
Verition Fund Management LLC33,000$524K<0.01%-4,87313F-HRTimeline
AVIVA PLCin group AVIVA PLC32,198$512K<0.01%-1,78513F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC30,826$490K<0.01%-1,14313F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…30,745$489K<0.01%+63213F-HRTimelineGroup
Ethic Inc.30,179$480K0.01%+2,31113F-HRTimeline
Formidable Asset Management, LLC30,143$479K0.07%-1,82613F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD29,487$469K<0.01%+3,93413F-HRTimeline
QUADRANT CAPITAL GROUP LLC26,846$427K0.01%+14213F-HRTimeline
Farther Finance Advisors, LLC26,846$427K<0.01%+39213F-HRTimeline
Solstein Capital, LLC26,300$418K0.17%013F-HRTimeline
Brookwood Investment Group LLC26,025$414K0.05%+10913F-HRTimeline
SG Americas Securities, LLC25,376$403K<0.01%+13,79213F-HRTimeline
IEQ CAPITAL, LLC25,127$399K<0.01%+9,33913F-HRTimeline
Engineers Gate Manager LP25,081$399K<0.01%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC23,393$372K<0.01%-27913F-HRTimelineGroup
Quantbot Technologies LP22,388$356K0.01%-42,76113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…22,088$351K0.1%-5,29213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC22,084$351K<0.01%+2,33213F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS21,766$346K<0.01%+7,04313F-HRTimeline
Dodge & Cox21,200$337K<0.01%013F-HRTimeline
Asset Management One Co., Ltd.20,840$335K<0.01%-24313F-HRTimeline
Mutual Advisors, LLC20,899$332K0.01%+1,91813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,693$329K<0.01%+76913F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …20,273$322K<0.01%-95913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC20,259$322K<0.01%+7,67613F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…16,692$265K<0.01%+2,09213F-HRTimeline
Mariner, LLCin group Mariner, LLC16,528$263K<0.01%+4,78413F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…15,680$249K<0.01%013F-HRTimeline
Waverly Advisors, LLC15,087$240K<0.01%+4,72213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,201$226K<0.01%-20,90613F-HRTimelineGroup
R Squared Ltd13,917$221K0.1%-27513F-HRTimeline
WASATCH ADVISORS LP13,508$215K<0.01%new13F-HRTimeline
Allegheny Financial Group12,316$196K0.03%-3113F-HRTimeline
ProShare Advisors LLC12,099$192K<0.01%+1,01713F-HRTimeline
AdvisorNet Financial, Inc11,650$185K0.01%-16013F-HRTimeline
CWM, LLCin group CWM, LLC11,483$182K<0.01%+3,04413F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC11,273$179K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth10,633$169K<0.01%new13F-HRTimelineGroup
Longboard Asset Management, LP10,320$164K1.04%013F-HRTimeline
State of Alaska, Department of Revenue9,683$153K<0.01%+7,01413F-HRTimeline
State of Wyoming9,301$148K0.02%+5,01613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,624$137K<0.01%-9,25213F-HRTimelineGroup
Kemnay Advisory Services Inc.5,928$94.2K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,415$86K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC4,655$74K0.07%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…4,076$64.8K<0.01%-4613F-HRTimeline
SBI Securities Co., Ltd.2,717$43.2K<0.01%-713F-HRTimeline
AMALGAMATED BANK2,080$33K<0.01%+8713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,773$28K<0.01%+44213F-HRTimelineGroup
Founders Capital Management1,600$25.4K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,456$23.1K<0.01%-1,31313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,300$20.7K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc1,212$19.3K<0.01%+14013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,196$19K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC1,105$17.6K<0.01%+54413F-HRTimeline
Steward Partners Investment Advisory, L…1,070$17K<0.01%+1013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC902$14.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC821$13K<0.01%+8113F-HRTimeline
Larson Financial Group LLC577$9.17K<0.01%-7713F-HRTimeline
FINANCIAL CONSULATE, INC500$7.95K<0.01%new13F-HRTimeline
Sterling Capital Management LLC431$6.85K<0.01%+27413F-HRTimeline
Hillsdale Investment Management Inc.410$6.51K<0.01%-8013F-HRTimeline
True Wealth Design, LLC399$6.34K<0.01%+5813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.390$6.2K<0.01%-2,50013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC379$6.02K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.356$5.66K<0.01%-12213F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd298$4.74K<0.01%-3613F-HRTimeline
ROTHSCHILD INVESTMENT LLC254$4.04K<0.01%+12413F-HRTimeline
Essential Partners LLC252$4K<0.01%+4413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC274$3.97K<0.01%new13F-HRTimeline
IFP Advisors, Inc201$3.19K<0.01%+12813F-HRTimeline
Allworth Financial LP198$3.15K<0.01%+12513F-HRTimeline
Strategic Wealth Partners, Ltd.195$3.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…193$3.07K<0.01%+5713F-HRTimelineGroup
Physician Wealth Advisors, Inc.177$2.81K<0.01%013F-HRTimeline
Covestor Ltd119$2K<0.01%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB121$1.92K<0.01%+2613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\116$1.84K<0.01%013F-HRTimelineGroup
MAI Capital Management69$1.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.67$1.06K<0.01%013F-HRTimeline
Arax Advisory Partners33$525<0.01%-1,22913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30$477<0.01%new13F-HR/ATimelineGroup
Mondrian Investment Partners LTD18$279<0.01%013F-HRTimeline
Parallel Advisors, LLC12$191<0.01%013F-HRTimeline
Torren Management, LLC1$21<0.01%13F-HRTimeline