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Disclosery

PAX PATRIA INVESTMENTS LIMITED

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COM CL A (common), issuer CIK 1825570

159 managers (162 13F filers) reported a position in PAX shares at 2026-03-31, 51,489,911 shares in all. 28 filers opened a position and 24 filers sold out during the quarter.

Managers
159
13F filers
162
New
28
Added
53
Reduced
56
Sold out
24
Shares held by filers
51,489,911

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…8,522,855$107M0.02%-659,23313F-HRTimelineGroup
FMR LLCin group FMR LLC6,651,766$83.8M<0.01%-39013F-HRTimelineGroup
Endure Capital Management, LLC6,054,645$76.3M53%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,858,632$73.8M<0.01%+217,35313F-HRTimelineGroup
Pertento Partners LLPin group Pertento Partners LLP5,206,247$65.6M6.96%+722,94813F-HRTimelineGroup
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC2,052,068$25.9M0.44%+15,00913F-HRTimelineGroup
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC1,500,000$18.9M0.52%013F-HRTimelineGroup
Zeno Equity Partners LLP1,349,579$17M6.9%+758,88113F-HR/ATimeline
STATE STREET CORPin group STATE STREET CORP1,314,467$16.6M<0.01%-46,77413F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…1,000,000$12.6M0.02%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding963,457$12.1M+277,052Timeline
MHR FUND MANAGEMENT LLC900,000$11.3M0.83%+100,00013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC874,939$11M<0.01%+20,95313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP541,765$6.83M<0.01%-56,66213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC502,793$6.34M<0.01%+87,79413F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding449,227$5.66MnewTimeline
SEB Asset Management AB433,752$5.47M0.02%13F-HRTimeline
HRT FINANCIAL LP363,137$4.58M0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY326,272$4.11M<0.01%-61,39413F-HRTimelineGroup
GLOBEFLEX CAPITAL L P298,500$3.76M0.57%+32,94713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE290,000$3.65M<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/246,552$3.11M<0.01%+6,86513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO253,603$3.05M<0.01%-3,54013F-HR/ATimelineGroup
Qube Research & Technologies Ltd236,532$2.98M<0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC235,768$2.97M<0.01%new13F-HRTimeline
Nuveen, LLCin group TIAA224,481$2.83M<0.01%-246,64513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.206,423$2.6M<0.01%+11,55413F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC162,091$2.04M<0.01%+51,62013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC160,975$2.03M<0.01%-9,05313F-HRTimelineGroup
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…150,000$1.89M<0.01%013F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A148,971$1.88M0.01%+75,00013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp146,008$1.84M<0.01%-5,25413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co144,227$1.82M<0.01%-21,55613F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC143,727$1.81M0.11%+62,65213F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.142,669$1.8M<0.01%+7,66913F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd114,731$1.45M0.03%new13F-HRTimelineGroup
Jackson Creek Investment Advisors LLC111,728$1.41M0.41%new13F-HRTimeline
Aurora Investment Counsel106,755$1.35M0.75%-6,28713F-HRTimeline
Point Nemo Capital, LLC106,075$1.34M0.88%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC104,968$1.32M<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/103,106$1.3M<0.01%-34,67013F-HRTimelineGroup
Creative Planningin group Creative Planning95,167$1.2M<0.01%-20,72913F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd94,975$1.2M0.02%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL92,185$1.16M0.01%-253,98613F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV91,901$1.16M0.99%+2,40313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN88,747$1.12M<0.01%-41,13213F-HR/ATimelineGroup
Police & Firemen's Retirement System of…88,552$1.12M0.01%-11,41413F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.84,000$1.06M0.23%+42,00013F-HRTimeline
RHUMBLINE ADVISERS83,749$1.06M<0.01%+60713F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…81,531$1.03M<0.01%-14,42213F-HRTimelineGroup
Grandeur Peak Global Advisors, LLC79,584$1M0.23%-243,68813F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P75,771$955K0.02%-3,15013F-HRTimeline
ALLIANCEBERNSTEIN L.P.59,622$947K<0.01%-607,55013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,218$860K<0.01%+66,44513F-HRTimelineGroup
LPL Financial LLC63,365$798K<0.01%+5,45513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\63,289$797K<0.01%+6,89913F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC62,536$788K0.02%+35,69013F-HR/ATimeline
Quantinno Capital Management LP56,980$718K<0.01%-7,61213F-HRTimeline
Dodge & Cox52,600$663K<0.01%+31,40013F-HRTimeline
Quantbot Technologies LP50,445$636K0.03%+28,05713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/50,395$635K<0.01%+13,18013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc47,664$601K<0.01%+7,77113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC47,241$591K<0.01%+2,70213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45,035$567K<0.01%+5,78513F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…40,699$513K0.15%+18,61113F-HRTimeline
STRS OHIO39,700$500K<0.01%-5,50013F-HRTimeline
Abel Hall, LLC39,009$492K0.1%-35213F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding38,815$489K0Timeline
MetLife Investment Management, LLCin group MetLife Investment Management…38,359$483K<0.01%+1,28513F-HRTimelineGroup
AVIVA PLCin group AVIVA PLC36,053$454K<0.01%+3,85513F-HRTimelineGroup
Engineers Gate Manager LP35,848$452K0.01%+10,76713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC35,406$446K<0.01%-1,321,71013F-HRTimelineGroup
Yorktown Management & Research Co Inc34,000$428K0.36%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC33,498$422K<0.01%+10,10513F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…31,051$391K<0.01%+30613F-HRTimelineGroup
Formidable Asset Management, LLC30,143$380K0.06%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC30,143$380K<0.01%-68313F-HRTimelineGroup
Farther Finance Advisors, LLC27,516$348K<0.01%+67013F-HRTimeline
Solstein Capital, LLC26,300$331K0.14%013F-HRTimeline
Mutual Advisors, LLC26,019$328K0.01%+5,12013F-HRTimeline
Entropy Technologies, LP25,914$327K0.02%new13F-HRTimeline
Brookwood Investment Group LLC24,459$308K0.04%-1,56613F-HRTimeline
Moody Aldrich Partners LLC24,194$305K0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,652$298K<0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC23,590$297K<0.01%+2,89713F-HRTimelineGroup
Ethic Inc.22,521$284K<0.01%-7,65813F-HRTimeline
Odyssean, LLC22,372$282K0.1%new13F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al20,700$261K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19,712$248K<0.01%-166,86213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …18,075$228K<0.01%-2,19813F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,072$228K<0.01%+6,58913F-HRTimelineGroup
IEQ CAPITAL, LLC16,823$212K<0.01%-8,30413F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND16,768$211K<0.01%-81,50013F-HRTimeline
MQS Management LLC16,696$210K0.14%new13F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,680$198K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,192$191K<0.01%new13F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC14,845$187K<0.01%-180,75013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,538$183K<0.01%+33713F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…14,400$181K<0.01%-2,29213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC14,064$177K<0.01%-8,02013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,719$173K<0.01%-6,54013F-HRTimelineGroup
Numerai GP LLC13,574$171K0.02%new13F-HRTimeline
Allegheny Financial Group12,254$154K0.02%-6213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC12,094$152K<0.01%-91,04813F-HRTimelineGroup
Cetera Investment Advisers12,052$152K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,740$148K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc11,650$147K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,525$145K<0.01%-5,00313F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC11,038$139K<0.01%-23513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth10,902$137K<0.01%+26913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,684$135K<0.01%new13F-HRTimeline
R Squared Ltd10,608$134K0.07%-3,30913F-HRTimeline
Waverly Advisors, LLC10,529$133K<0.01%-4,55813F-HRTimeline
State of Wyoming10,069$127K0.02%+76813F-HRTimeline
State of Alaska, Department of Revenue9,683$121K<0.01%013F-HRTimeline
Asset Management One Co., Ltd.8,608$108K<0.01%-12,23213F-HRTimeline
SG Americas Securities, LLC8,550$108K<0.01%-16,82613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,459$107K<0.01%+7,00313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,534$82.3K<0.01%-2,09013F-HRTimelineGroup
Advisory Services Network, LLC5,767$72.7K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,415$68.2K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC4,655$58.7K0.05%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…3,583$45.1K<0.01%-49313F-HRTimeline
SBI Securities Co., Ltd.2,753$34.7K<0.01%+3613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,205$15.2K<0.01%+913F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,084$13.7K<0.01%+1413F-HRTimeline
Versant Capital Management, Inc1,072$13.5K<0.01%-14013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC881$11.1K<0.01%-2113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.742$9.35K<0.01%+38613F-HR/ATimelineGroup
GAMMA Investing LLC727$9.16K<0.01%-37813F-HRTimeline
TD Waterhouse Canada Inc.586$7.4K<0.01%new13F-HRTimeline
Allworth Financial LP551$6.94K<0.01%+35313F-HRTimeline
FINANCIAL CONSULATE, INC500$6.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC475$5.99K<0.01%-34613F-HRTimeline
Sterling Capital Management LLC431$5.43K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.359$4.52K<0.01%-3113F-HRTimelineGroup
True Wealth Design, LLC341$4.3K<0.01%-5813F-HRTimeline
ROTHSCHILD INVESTMENT LLC322$4.06K<0.01%+6813F-HRTimeline
Essential Partners LLC306$3.86K<0.01%+5413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC274$3.45K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.195$2.46K<0.01%013F-HRTimeline
MAI Capital Management190$2.39K<0.01%+12113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP187$2.17K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…168$2.12K<0.01%-2513F-HR/ATimelineGroup
IFP Advisors, Inc167$2.1K<0.01%-3413F-HRTimeline
MassMutual Private Wealth & Trust, FSB142$1.79K<0.01%+2113F-HRTimeline
Physician Wealth Advisors, Inc.126$1.59K<0.01%-5113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\116$1.46K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC99$1.25K<0.01%new13F-HRTimeline
Caitong International Asset Management …85$1.07K<0.01%new13F-HRTimeline
Arax Advisory Partners76$958<0.01%+4313F-HRTimeline
Sunbelt Securities, Inc.63$794<0.01%-413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…39$492<0.01%new13F-HRTimeline
Investors Portfolio Services LLC25$285<0.01%new13F-HRTimeline
Parallel Advisors, LLC12$151<0.01%013F-HR/ATimeline
Stone House Investment Management, LLC7$88<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.4$51<0.01%new13F-HRTimeline
Torren Management, LLC1$17<0.01%013F-HRTimeline
Covestor Ltd39$00%-8013F-HRTimelineValue filed as zero, left out of ratios.