PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

$13.76

+0.21 (+1.55%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 67.38%
Number of Institutional Buyers (last 12 months): 67
Total Institutional Inflows (last 12 months): $64.33M

Number of Institutional Sellers (last 12 months): 50
Total Institutional Outflows (last 12 months): $31.53M

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PMT Institutional Buying and Selling by Quarter

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PennyMac Mortgage Investment Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	12,872	$177K	0.0%	N/A	0.015%
7/26/2024	Bank of New York Mellon Corp	792,354	$10.90M	0.0%	+1.2%	0.912%
7/24/2024	Louisiana State Employees Retirement System	43,700	$601K	0.0%	+1.9%	0.050%
7/12/2024	QRG Capital Management Inc.	21,943	$302K	0.0%	N/A	0.025%
5/16/2024	Jane Street Group LLC	291,367	$4.28M	0.0%	+124.7%	0.335%
5/16/2024	California State Teachers Retirement System	86,638	$1.27M	0.0%	-5.4%	0.100%
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5/16/2024	B. Riley Wealth Advisors Inc.	180,378	$2.65M	0.1%	-9.4%	0.208%
5/15/2024	Price T Rowe Associates Inc. MD	171,294	$2.52M	0.0%	-16.8%	0.197%
5/14/2024	EntryPoint Capital LLC	7,007	$103K	0.1%	+251.8%	0.008%
5/14/2024	CANADA LIFE ASSURANCE Co	95,387	$1.40M	0.0%	-4.5%	0.110%
5/13/2024	O Shaughnessy Asset Management LLC	155,309	$2.28M	0.0%	+173.4%	0.179%
5/10/2024	Vanguard Group Inc.	9,733,321	$142.89M	0.0%	-1.5%	11.208%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	10,709	$157K	0.0%	N/A	0.012%
5/9/2024	State Board of Administration of Florida Retirement System	38,766	$569K	0.0%	+53.6%	0.045%
5/8/2024	Entropy Technologies LP	10,158	$149K	0.0%	N/A	0.012%
5/8/2024	ProShare Advisors LLC	17,524	$257K	0.0%	+7.4%	0.020%
5/8/2024	Inspire Investing LLC	24,420	$358K	0.0%	-4.5%	0.028%
5/7/2024	Illinois Municipal Retirement Fund	49,200	$722K	0.0%	-2.1%	0.057%
5/7/2024	SG Americas Securities LLC	10,825	$159K	0.0%	-11.8%	0.012%
5/6/2024	Texas Permanent School Fund Corp	75,812	$1.11M	0.0%	+1.6%	0.087%
5/3/2024	GSA Capital Partners LLP	77,407	$1.14M	0.1%	+76.7%	0.089%
5/1/2024	Janney Montgomery Scott LLC	54,021	$793K	0.0%	+12.4%	0.062%
5/1/2024	BNP Paribas Financial Markets	52,493	$771K	0.0%	+20.6%	0.060%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	643,252	$9.44M	0.0%	+4.6%	0.741%
4/30/2024	Van ECK Associates Corp	463,002	$6.80M	0.0%	+0.7%	0.533%
4/29/2024	Principal Financial Group Inc.	449,784	$6.60M	0.0%	-0.5%	0.518%
4/26/2024	Yousif Capital Management LLC	38,875	$571K	0.0%	-9.4%	0.045%
4/25/2024	New York State Teachers Retirement System	142,899	$2.10M	0.0%	+12.4%	0.165%
4/11/2024	RDA Financial Network	21,857	$321K	0.1%	-4.4%	0.025%
4/11/2024	Roble Belko & Company Inc	2,000	$29K	0.0%	N/A	0.002%
3/25/2024	Quadrature Capital Ltd	15,613	$234K	0.0%	N/A	0.018%
3/15/2024	B. Riley Wealth Advisors Inc.	199,073	$3.06M	0.1%	+10.4%	0.230%
3/11/2024	Vanguard Group Inc.	9,884,272	$147.77M	0.0%	-0.8%	11.407%
3/1/2024	Goldman Sachs Group Inc.	1,789,659	$26.76M	0.0%	-10.3%	2.065%
2/26/2024	Centaurus Financial Inc.	164,007	$2.45M	0.2%	-7.3%	0.189%
2/13/2024	Campbell & CO Investment Adviser LLC	61,263	$916K	0.1%	N/A	0.071%
2/12/2024	Allianz Asset Management GmbH	558,035	$8.34M	0.0%	-0.2%	0.644%
2/9/2024	AXS Investments LLC	189,275	$2.83M	0.7%	-12.9%	0.219%
2/9/2024	Aigen Investment Management LP	42,021	$628K	0.1%	+44.0%	0.049%
2/9/2024	Dynamic Technology Lab Private Ltd	17,243	$258K	0.0%	N/A	0.020%
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2/9/2024	Norges Bank	654,280	$9.78M	0.0%	N/A	0.755%
2/8/2024	Janney Montgomery Scott LLC	48,047	$718K	0.0%	+180.4%	0.055%
2/7/2024	Principal Financial Group Inc.	452,211	$6.76M	0.0%	-3.3%	0.522%
2/7/2024	Jump Financial LLC	38,090	$569K	0.0%	+39.4%	0.044%
2/7/2024	BNP Paribas Financial Markets	43,527	$651K	0.0%	-49.2%	0.050%
2/7/2024	Teacher Retirement System of Texas	61,504	$919K	0.0%	-21.7%	0.071%
2/6/2024	Charles Schwab Investment Management Inc.	1,360,869	$20.35M	0.0%	+4.7%	1.571%
2/6/2024	National Bank of Canada FI	3,292	$49K	0.0%	+94.9%	0.004%
2/6/2024	Amalgamated Bank	33,008	$493K	0.0%	-2.7%	0.038%
2/6/2024	Natixis Advisors L.P.	279,039	$4.17M	0.0%	+4.9%	0.322%
2/6/2024	Swiss National Bank	171,000	$2.56M	0.0%	-11.6%	0.197%
2/6/2024	Essex Financial Services Inc.	10,000	$150K	0.0%	N/A	0.012%
2/5/2024	Victory Capital Management Inc.	17,702	$265K	0.0%	+16.0%	0.020%
2/5/2024	Kestra Private Wealth Services LLC	11,921	$183K	0.0%	N/A	0.014%
2/5/2024	Van ECK Associates Corp	459,810	$6.87M	0.0%	+1.3%	0.531%
2/2/2024	Atria Wealth Solutions Inc.	13,284	$204K	0.0%	N/A	0.015%
2/1/2024	New York State Common Retirement Fund	36,468	$545K	0.0%	-47.2%	0.042%
2/1/2024	Illinois Municipal Retirement Fund	50,250	$751K	0.0%	-3.6%	0.058%
2/1/2024	Significant Wealth Partners LLC	59,961	$896K	0.7%	N/A	0.069%
2/1/2024	Handelsbanken Fonder AB	26,011	$389K	0.0%	+33.3%	0.030%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	21,788	$326K	0.0%	+22.0%	0.025%
1/30/2024	Mackenzie Financial Corp	14,303	$214K	0.0%	N/A	0.017%
1/30/2024	Strs Ohio	17,700	$264K	0.0%	-6.3%	0.020%
1/29/2024	Louisiana State Employees Retirement System	43,400	$649K	0.0%	N/A	0.050%
1/29/2024	Smith Graham & Co. Investment Advisors LP	333,273	$4.98M	0.6%	-0.6%	0.385%
1/25/2024	International Assets Investment Management LLC	21,800	$326K	0.0%	-5.8%	0.025%
1/25/2024	Nisa Investment Advisors LLC	43,519	$651K	0.0%	+10.8%	0.050%
1/25/2024	Vaughan Nelson Investment Management L.P.	1,571,966	$23.50M	0.2%	+4.2%	1.815%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	615,131	$9.20M	0.0%	-4.8%	0.710%
1/24/2024	New York State Teachers Retirement System	127,146	$1.90M	0.0%	-0.5%	0.147%
1/24/2024	Advisors Preferred LLC	140,333	$2.11M	0.3%	N/A	0.162%
1/24/2024	International Assets Investment Management LLC	325,910	$4.87M	0.0%	+1,307.8%	0.376%
1/24/2024	Arizona State Retirement System	24,253	$363K	0.0%	-2.7%	0.028%
1/16/2024	Raymond James Financial Services Advisors Inc.	37,021	$553K	0.0%	+45.1%	0.043%
1/16/2024	Raymond James & Associates	41,493	$620K	0.0%	-8.3%	0.048%
1/12/2024	SG Americas Securities LLC	12,278	$184K	0.0%	-75.2%	0.014%
1/12/2024	Clearview Wealth Advisors LLC	21,294	$318K	0.4%	N/A	0.025%
12/18/2023	Vanguard Group Inc.	9,966,180	$123.58M	0.0%	-0.4%	11.506%
12/6/2023	Citigroup Inc.	33,660	$417K	0.0%	-47.2%	0.039%
12/1/2023	B. Riley Wealth Advisors Inc.	180,378	$2.24M	0.1%	+2.3%	0.208%
11/16/2023	Penserra Capital Management LLC	59,301	$735K	0.0%	+9.4%	0.068%
11/15/2023	Axxcess Wealth Management LLC	16,944	$210K	0.0%	N/A	0.020%
11/14/2023	Sherbrooke Park Advisers LLC	12,629	$157K	0.0%	N/A	0.015%
11/14/2023	Samalin Investment Counsel LLC	14,680	$182K	0.1%	-5.1%	0.017%
11/14/2023	OMERS ADMINISTRATION Corp	140,400	$1.74M	0.0%	+4.8%	0.162%
11/13/2023	Natixis Advisors L.P.	266,105	$3.30M	0.0%	+22.3%	0.307%
11/13/2023	K2 Principal Fund L.P.	10,597	$131K	0.0%	-95.2%	0.012%
11/13/2023	Dark Forest Capital Management LP	43,941	$545K	0.0%	+99.3%	0.051%
11/13/2023	Aigen Investment Management LP	29,186	$362K	0.1%	+125.9%	0.034%
11/13/2023	Invesco Ltd.	1,213,989	$15.05M	0.0%	+2.8%	1.402%
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11/13/2023	PNC Financial Services Group Inc.	4,984	$62K	0.0%	-76.1%	0.006%
11/9/2023	Catalyst Capital Advisors LLC	7,370	$91K	0.0%	-16.3%	0.009%
11/9/2023	Rhumbline Advisers	280,897	$3.48M	0.0%	-1.7%	0.324%
11/9/2023	Deutsche Bank AG	44,166	$548K	0.0%	+12.4%	0.051%
11/9/2023	Citigroup Inc.	33,660	$417K	0.0%	-47.2%	0.039%
11/9/2023	Vaughan Nelson Investment Management L.P.	1,507,911	$18.70M	0.2%	+23.2%	1.741%
11/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	58,003	$719K	0.0%	-41.4%	0.067%
11/9/2023	Texas Permanent School Fund Corp	73,316	$909K	0.0%	-4.4%	0.085%
11/9/2023	Mutual of America Capital Management LLC	15,205	$189K	0.0%	-11.1%	0.018%
11/8/2023	State of New Jersey Common Pension Fund D	186,726	$2.32M	0.0%	-9.3%	0.216%

(Data available from 1/1/2016 forward)

PMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMT shares?: During the previous two years, 157 institutional investors and hedge funds held shares of PennyMac Mortgage Investment Trust. The most heavily invested institutionals were Vanguard Group Inc. ($142.89M), JPMorgan Chase & Co. ($27.10M), Goldman Sachs Group Inc. ($26.76M), Vaughan Nelson Investment Management L.P. ($23.50M), Charles Schwab Investment Management Inc. ($20.35M), Pacer Advisors Inc. ($17.12M), and Invesco Ltd. ($15.05M).Learn more on PMT's institutional investors.
What percentage of PennyMac Mortgage Investment Trust stock is owned by institutional investors?: 67.38% of PennyMac Mortgage Investment Trust stock is owned by institutional investors. Learn more on PMT's institutional investor holdings.
Which institutional investors have been buying PennyMac Mortgage Investment Trust stock?: Of the 115 institutional investors that purchased PennyMac Mortgage Investment Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vaughan Nelson Investment Management L.P. ($1.57M), JPMorgan Chase & Co. ($1.33M), K2 Principal Fund L.P. ($839.53K), Jupiter Asset Management Ltd. ($734.32K), Norges Bank ($654.28K), Great Lakes Advisors LLC ($530.79K), and Wolverine Asset Management LLC ($368.50K).

How much institutional buying is happening at PennyMac Mortgage Investment Trust?: Institutional investors have bought a total of 10,988,402 shares in the last 24 months. This purchase volume represents approximately $143.53M in transactions.
Which PennyMac Mortgage Investment Trust major shareholders have been selling company stock?: Of the 86 institutional investors that sold PennyMac Mortgage Investment Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($882.42K), K2 Principal Fund L.P. ($828.94K), Jupiter Asset Management Ltd. ($353.42K), Vanguard Group Inc. ($272.68K), Bank of New York Mellon Corp ($210.18K), Goldman Sachs Group Inc. ($204.78K), and Van ECK Associates Corp ($176.84K).
How much institutional selling is happening at PennyMac Mortgage Investment Trust?: Institutional investors have sold a total of 4,645,229 shares in the last 24 months. This volume of shares sold represents approximately $60.63M in transactions.