Go Pro

PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

PennyMac Mortgage Investment Trust logo
$10.18 -0.10 (-0.92%)
Closing price 07/13/2026 03:59 PM Eastern
Extended Trading
$10.18 -0.01 (-0.06%)
As of 04:02 AM 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)
106
Total
Institutional Inflows
(last 12 months)
$93.68M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$127.68M
Get PMT Insider Trade Alerts

Want to know when executives and insiders are buying or selling PennyMac Mortgage Investment Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
7/7/2026 GAMMA 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 Company 23,005$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%
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%
The dollar reset no one told you about (Ad)

Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth. Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.tc pixel

Read the full briefing and see how to position yourself now
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%
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%
2/11/2026Janney Montgomery Scott LLC12,807$161K0.0%-19.0%0.015%
2/11/2026Illinois Municipal Retirement Fund47,870$601K0.0%+6.0%0.055%
2/11/2026Deutsche Bank AG71,306$895K0.0%+5.1%0.082%
2/11/2026Fox Run Management L.L.C.32,754$411K0.1%N/A0.038%
2/11/2026LPL Financial LLC189,920$2.38M0.0%-8.2%0.218%
2/11/2026JPMorgan Chase & Co.873,470$10.96M0.0%+149.1%1.004%
2/11/2026J.W. Cole Advisors Inc.12,783$160K0.0%-22.9%0.015%
2/10/2026Goldman Sachs Group Inc.210,801$2.65M0.0%+53.3%0.242%
2/10/2026Angel Oak Capital Advisors LLC81,182$1.02M1.5%-13.8%0.093%
2/10/2026Collar Capital Management LLC90,615$1.14M0.8%+1.2%0.104%
2/10/2026Jupiter Asset Management Ltd.69,048$867K0.0%N/A0.079%
2/10/2026Intech Investment Management LLC315,415$3.96M0.0%+319.3%0.362%
2/9/2026Geode Capital Management LLC2,113,185$26.52M0.0%+0.6%2.428%
2/9/2026Clearstead Advisors LLC2,800$35K0.0%+184.3%0.003%
2/5/2026AlphaCore Capital LLC27,351$343K0.0%+15.6%0.031%
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al14,200$178K0.0%N/A0.016%
The dollar reset no one told you about (Ad)

Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth. Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.tc pixel

Read the full briefing and see how to position yourself now
2/2/2026Strs Ohio15,400$193K0.0%-6.1%0.018%
1/30/2026New York State Teachers Retirement System126,433$1.59M0.0%+4.5%0.145%
1/30/2026Mitsubishi UFJ Trust & Banking Corp99,706$1.25M0.0%-12.9%0.115%
1/29/2026Kestra Private Wealth Services LLC20,464$257K0.0%-4.6%0.024%
1/29/2026Pictet Asset Management Holding SA13,124$165K0.0%N/A0.015%
1/29/2026UBS Group AG223,429$2.80M0.0%-10.2%0.257%
1/29/2026Teachers Retirement System of The State of Kentucky21,982$275K0.0%-11.7%0.025%
1/29/2026Vanguard Group Inc.9,274,157$116.39M0.0%-1.6%10.658%
1/28/2026Arizona State Retirement System24,250$304K0.0%-5.8%0.028%
1/27/2026Evergreen Capital Management LLC12,417$161K0.0%+8.0%0.014%


PMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 197 institutional investors and hedge funds held shares of PennyMac Mortgage Investment Trust. The most heavily invested institutionals were 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), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($18.41M), and Charles Schwab Investment Management Inc. ($17.98M).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 163 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: Invesco Ltd. ($1.54M), Boston Partners ($1.47M), Nuveen LLC ($975.24K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($789.87K), Norges Bank ($645.89K), Millennium Management LLC ($631.84K), and Royal Bank of Canada ($601.23K).

Institutional investors have bought a total of 7,579,509 shares in the last 24 months. This purchase volume represents approximately $93.68M in transactions.

Of the 74 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), First Trust Advisors LP ($676.73K), Marshall Wace LLP ($462.37K), Victory Capital Management Inc. ($402.94K), Vanguard Group Inc. ($388.72K), and SG Americas Securities LLC ($387.78K).

Institutional investors have sold a total of 10,211,891 shares in the last 24 months. This volume of shares sold represents approximately $127.68M in transactions.



This page (NYSE:PMT) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners