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PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

PennyMac Mortgage Investment Trust logo
$7.80 +0.04 (+0.48%)
Closing price 03:59 PM Eastern
Extended Trading
$7.82 +0.02 (+0.29%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for PennyMac Mortgage Investment Trust (NYSE:PMT)

Current
Institutional Ownership
Percentage
67.38%
Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$265.81M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$112.63M
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PMT Institutional Buying and Selling by Quarter

PennyMac Mortgage Investment Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Squarepoint Ops LLC38,267$432K0.0%N/A0.044%
9/8/2026Nykredit A S3,265$37K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP154,905$1.75M0.0%N/A0.178%
8/26/2026Amundi12,958$146K0.0%-18.3%0.015%
8/21/2026Nykredit A S3,265$37K0.0%N/A0.004%
8/20/2026Wedbush Securities Inc.92,059$1.04M0.0%+1.6%0.106%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC160,070$1.81M0.0%+967.6%0.184%
8/19/2026Van ECK Associates Corp734,244$8.28M0.0%-2.9%0.842%
8/18/2026Empowered Funds LLC15,549$175K0.0%N/A0.018%
8/18/2026Public Employees Retirement System of Ohio3,399$38K0.0%N/A0.004%
8/17/2026Corient Private Wealth LP146,387$1.65M0.0%N/A0.168%
8/17/2026Ausdal Financial Partners Inc.29,412$332K0.0%N/A0.034%
8/17/2026Bank of America Corp DE403,322$4.55M0.0%N/A0.463%
8/15/2026Jupiter Topco LLC40,883$461K0.0%N/A0.047%
8/14/2026Legal & General Group Plc216,707$2.44M0.0%N/A0.249%
8/14/2026The Manufacturers Life Insurance Company22,487$254K0.0%N/A0.026%
8/14/2026Orographic Financial Advisors LLC10,203$96K0.1%N/A0.012%
8/13/2026Cibc World Market Inc.16,700$188K0.0%N/A0.019%
8/13/2026Sanctuary Advisors LLC15,600$176K0.0%N/A0.018%
8/11/2026Allworth Financial LP2,889$33K0.0%N/A0.003%
8/10/2026one8zero8 LLC11,050$125K0.0%N/A0.013%
8/7/2026BlackRock Inc.14,569,469$164.34M0.0%N/A16.708%
8/7/2026Deutsche Bank AG95,769$1.08M0.0%N/A0.110%
8/6/2026Bank of New York Mellon Corp544,097$6.14M0.0%N/A0.624%
8/6/2026GSA Capital Partners LLP56,335$635K0.0%N/A0.065%
8/6/2026Maridea Wealth Management LLC47,571$537K0.1%N/A0.055%
7/7/2026GAMMA Investing LLC6,969$79K0.0%+68.0%0.008%
6/16/2026Empowered Funds LLC20,496$239K0.0%N/A0.024%
5/19/2026Orographic Financial Advisors LLC10,203$118K0.1%N/A0.012%
5/19/2026Bank of America Corp DE412,512$4.81M0.0%+154.1%0.473%
5/18/2026Amundi15,855$185K0.0%+17.0%0.018%
5/18/2026Royal Bank of Canada642,149$7.49M0.0%+1,469.4%0.736%
5/18/2026Empowered Funds LLC20,496$239K0.0%N/A0.024%
5/16/2026The Manufacturers Life Insurance Company23,005$268K0.0%-36.7%0.026%
5/16/2026Quantinno Capital Management LP17,325$202K0.0%-12.5%0.020%
5/14/2026Sei Investments Co.20,644$241K0.0%+106.1%0.024%
5/14/2026State of Wyoming5,708$67K0.0%N/A0.007%
5/13/2026Cetera Investment Advisers29,500$344K0.0%-24.8%0.034%
5/13/2026First Trust Advisors LP408,785$4.77M0.0%+389.6%0.469%
5/8/2026PNC Financial Services Group Inc.9,014$105K0.0%-17.0%0.010%
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5/6/2026Bessemer Group Inc.2,189$25K0.0%+142.1%0.003%
5/5/2026Sharpepoint LLC86,253$1.01M0.6%+19.6%0.099%
5/5/2026Bank of New York Mellon Corp588,544$6.86M0.0%-3.3%0.675%
5/5/2026Illinois Municipal Retirement Fund45,589$532K0.0%-4.8%0.052%
5/4/2026Principal Financial Group Inc.422,973$4.93M0.0%+2.0%0.485%
4/30/2026Hsbc Holdings PLC24,103$278K0.0%-40.5%0.028%
4/28/2026QRG Capital Management Inc.13,123$153K0.0%+17.0%0.015%
4/27/2026New York State Teachers Retirement System133,260$1.55M0.0%+5.4%0.153%
4/23/2026GraniteShares Advisors LLC192,954$2.25M1.6%-10.3%0.221%
4/23/2026Inspire Investing LLC44,424$518K0.0%+19.6%0.051%
4/22/2026Janney Montgomery Scott LLC11,353$132K0.0%-11.4%0.013%
4/22/2026Advocate Investing Services LLC16,100$188K0.2%-43.6%0.019%
4/22/2026Sterling Capital Management LLC2,892$34K0.0%-42.5%0.003%
4/21/2026Maridea Wealth Management LLC43,430$506K0.1%+4.8%0.050%
4/21/2026Louisiana State Employees Retirement System38,600$450K0.0%N/A0.044%
4/20/2026Kestra Private Wealth Services LLC19,601$229K0.0%-4.2%0.023%
4/16/2026SG Americas Securities LLC139,170$1.62M0.0%-73.6%0.160%
3/20/2026Hsbc Holdings PLC40,481$510K0.0%N/A0.047%
2/19/2026T. Rowe Price Investment Management Inc.5,509,744$69.15M0.0%-7.3%6.332%
2/19/2026Invesco Ltd.2,112,389$26.51M0.0%-4.2%2.427%
2/18/2026State of Tennessee Department of Treasury33,886$401K0.0%-9.1%0.039%
2/18/2026Tudor Investment Corp ET AL99,546$1.25M0.0%+761.9%0.114%
2/18/2026Millennium Management LLC18,121$227K0.0%-98.6%0.021%
2/18/2026Engineers Gate Manager LP14,880$187K0.0%N/A0.017%
2/18/2026Balyasny Asset Management L.P.222,172$2.79M0.0%+28.4%0.255%
2/17/2026Guggenheim Capital LLC102,860$1.29M0.0%+429.7%0.118%
2/17/2026AQR Capital Management LLC127,180$1.60M0.0%+58.4%0.146%
2/17/2026Amundi13,551$170K0.0%-7.1%0.016%
2/17/2026Price T Rowe Associates Inc. MD101,545$1.28M0.0%+3.6%0.117%
2/17/2026T. Rowe Price Investment Management Inc.2,147,645$26.95M0.0%-63.9%2.468%
2/17/2026Osaic Holdings Inc.30,600$384K0.0%-21.3%0.035%
2/17/2026California State Teachers Retirement System79,163$993K0.0%-11.5%0.091%
2/17/2026State of Wisconsin Investment Board45,144$567K0.0%+35.0%0.052%
2/17/2026ExodusPoint Capital Management LP106,039$1.33M0.0%+9.6%0.122%
2/17/2026Royal Bank of Canada40,916$514K0.0%-83.6%0.047%
2/16/2026Verition Fund Management LLC44,500$558K0.0%-14.3%0.051%
2/16/2026Motiv8 Investments LLC15,480$194K0.1%+22.5%0.018%
2/16/2026Barclays PLC605,880$7.60M0.0%-39.0%0.696%
2/13/2026Kestra Advisory Services LLC152,085$1.91M0.0%-7.8%0.175%
2/13/2026Marshall Wace LLP508,877$6.39M0.0%-41.4%0.585%
2/13/2026The Manufacturers Life Insurance Company 36,322$456K0.0%-6.9%0.042%
2/13/2026Stifel Financial Corp24,062$302K0.0%-6.4%0.028%
2/13/2026Public Sector Pension Investment Board301,535$3.78M0.0%-11.1%0.347%
2/13/2026First Trust Advisors LP83,486$1.05M0.0%-61.5%0.096%
2/13/2026Ausdal Financial Partners Inc.24,656$309K0.0%+82.6%0.028%
2/13/2026Charles Schwab Investment Management Inc.1,432,358$17.98M0.0%-0.5%1.646%
2/13/2026State Street Corp3,315,627$42.91M0.0%-1.5%3.810%
2/13/2026Van ECK Associates Corp732,745$9.20M0.0%+17.7%0.842%
2/13/2026Boston Partners1,174,932$14.90M0.0%-6.1%1.350%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,631$33K0.0%N/A0.003%
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2/13/2026Wells Fargo & Company MN169,146$2.12M0.0%+21.4%0.194%
2/12/2026Advocate Investing Services LLC28,549$358K0.3%N/A0.033%
2/12/2026MetLife Investment Management LLC46,548$584K0.0%-6.9%0.053%
2/12/2026StoneX Group Inc.13,334$171K0.0%N/A0.015%
2/12/2026Ensign Peak Advisors Inc8,552$107K0.0%-39.4%0.010%
2/12/2026Campbell & CO Investment Adviser LLC37,924$476K0.0%N/A0.044%
2/12/2026Wedbush Securities Inc.90,310$1.13M0.0%+1.3%0.104%
2/12/2026Swiss National Bank171,700$2.16M0.0%+1.8%0.197%
2/12/2026Nuveen LLC927,864$11.65M0.0%+350.3%1.066%
2/11/2026Sharpepoint LLC72,114$905K0.5%N/A0.083%


PMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 institutional investors and hedge funds held shares of PennyMac Mortgage Investment Trust. The most heavily invested institutionals were BlackRock Inc. ($164.34M), Vanguard Group Inc. ($116.39M), T. Rowe Price Investment Management Inc. ($69.15M), State Street Corp ($42.91M), Geode Capital Management LLC ($26.52M), Invesco Ltd. ($26.51M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($18.41M).Learn more on PennyMac Mortgage Investment Trust's institutional investors.

67.38% of PennyMac Mortgage Investment Trust's stock is owned by institutional investors. Learn more on PMT's institutional investor holdings.

Of the 169 institutional investors that purchased PennyMac Mortgage Investment Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($14.57M), Invesco Ltd. ($1.54M), Boston Partners ($1.47M), Nuveen LLC ($975.24K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($789.87K), Bank of America Corp DE ($678.98K), and Norges Bank ($645.89K).

Institutional investors have bought a total of 22,997,971 shares in the last 24 months. This purchase volume represents approximately $265.81M in transactions.

Of the 62 institutional investors that sold PennyMac Mortgage Investment Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($4.23M), Millennium Management LLC ($1.32M), Victory Capital Management Inc. ($402.94K), Vanguard Group Inc. ($388.72K), SG Americas Securities LLC ($387.78K), Barclays PLC ($386.70K), and Marshall Wace LLP ($360.14K).

Institutional investors have sold a total of 9,047,628 shares in the last 24 months. This volume of shares sold represents approximately $112.63M in transactions.



Institutional ownership data for NYSE:PMT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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