WhiteHorse Finance, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 857.98 K | $5.73 M | -8.93% | 3.69% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 315.85 K | $2.19 M | 1.61% | 1.36% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 231.14 K | $1.60 M | 27.53% | 0.99% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 222.45 K | $1.54 M | 8.16% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 185.50 K | $1.28 M | 0.27% | 0.80% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 140.25 K | $970.53 K | -10.44% | 0.60% |
| BLACKROCK, INC. | 11/12/2025 | 139.14 K | $962.86 K | 31.96% | 0.60% |
| BASSO CAPITAL MANAGEMENT, L.P. | 11/13/2025 | 115.14 K | $796.76 K | -4.16% | 0.50% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 114.84 K | $794.71 K | 100.00% | 0.49% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 90.90 K | $629.03 K | 100.00% | 0.39% |
| RONALD BLUE TRUST, INC. | 10/16/2025 | 75.44 K | $522.02 K | 11.86% | 0.32% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 68.64 K | $474.97 K | -1.75% | 0.30% |
| UBS GROUP AG | 11/13/2025 | 67.16 K | $464.74 K | 14.17% | 0.29% |
| MARSHALL WACE, LLP | 11/13/2025 | 65.85 K | $455.68 K | 55.89% | 0.28% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 65.20 K | $451.16 K | 11.91% | 0.28% |
| GABLES CAPITAL MANAGEMENT INC. | 11/06/2025 | 55.91 K | $386.91 K | -12.75% | 0.24% |
| TOROSO INVESTMENTS, LLC | 11/14/2025 | 54.46 K | $376.83 K | 7.68% | 0.23% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 48.49 K | $336.00 K | 0.00% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 47.86 K | $331.00 K | 1.32% | 0.21% |
| LPL FINANCIAL LLC | 11/12/2025 | 46.60 K | $322.45 K | 106.64% | 0.20% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 32.03 K | $221.66 K | 0.88% | 0.14% |
| DIMENSION CAPITAL MANAGEMENT LLC | 11/14/2025 | 28.34 K | $196.09 K | 0.00% | 0.12% |
| SNOWDEN CAPITAL ADVISORS LLC | 11/14/2025 | 24.73 K | $180.68 K | 18.91% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 24.46 K | $169.00 K | 35.89% | 0.11% |
| MAREX GROUP PLC | 11/14/2025 | 21.50 K | $148.78 K | 100.00% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 21.42 K | $148.21 K | 100.00% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 20.79 K | $143.87 K | -33.95% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2025 | 18.59 K | $129.00 K | -52.22% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 18.49 K | $128.00 K | -7.01% | 0.08% |
| NORTHERN TRUST CORP | 11/14/2025 | 17.98 K | $124.44 K | -9.83% | 0.08% |
| BARD ASSOCIATES INC | 11/14/2025 | 17.74 K | $129.29 K | -26.29% | 0.08% |
| HRT FINANCIAL LP | 11/14/2025 | 17.11 K | $118.00 K | 100.00% | 0.07% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 16.16 K | $118.76 K | 5.66% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 13.16 K | $91.04 K | -19.41% | 0.06% |
| MARINER, LLC | 11/14/2025 | 12.98 K | $89.80 K | 4.31% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 12.97 K | $105.22 K | 5.34% | 0.06% |
| POWELL INVESTMENT ADVISORS, LLC | 11/13/2025 | 11.06 K | $80.79 K | 0.00% | 0.05% |
| TCG ADVISORY SERVICES, LLC | 11/12/2025 | 10.81 K | $74.81 K | 100.00% | 0.05% |
| NORTHSTAR ADVISORY GROUP, LLC | 11/03/2025 | 10.44 K | $72.24 K | 4.22% | 0.04% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 9.90 K | $69.00 K | 0.00% | 0.04% |
| MORGAN STANLEY | 11/14/2025 | 7.68 K | $53.16 K | -58.85% | 0.03% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 3.73 K | $25.80 K | 100.00% | 0.02% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 3.00 K | $20.76 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2.98 K | $20.62 K | -37.19% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 1.24 K | $8.54 K | 100.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 1.10 K | $7.61 K | 100.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 72 | $498 | 0.00% | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 11/04/2025 | 15 | $104 | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| OXFORD ASSET MANAGEMENT LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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WhiteHorse Finance, Inc. institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of WhiteHorse Finance, Inc.. The most heavily invested institutionals were:
Sound Income Strategies, LLC: 857,976
TWO SIGMA ADVISERS, LP: 315,852
TWO SIGMA INVESTMENTS, LP: 231,140
Ethos Financial Group, LLC: 222,454
BANK OF AMERICA CORP /DE/: 185,504
Legal & General Group Plc: 140,250
14.19% of WhiteHorse Finance, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.74 M shares in the last 24 months. This purchase volume represents approximately $35.98 M in transactions.