PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

$10.07 -0.36 (-3.40%)

As of 02:51 PM Eastern

Current Institutional Ownership Percentage: 67.38%
Number of Institutional Buyers (last 12 months): 107
Total Institutional Inflows (last 12 months): $94.37M

Number of Institutional Sellers (last 12 months): 77
Total Institutional Outflows (last 12 months): $136.08M

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.

Subscribe Now

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.

PMT Institutional Buying and Selling by Quarter

PennyMac Mortgage Investment Trust Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Orographic Financial Advisors LLC	10,203	$118K	0.1%	N/A	0.012%
5/19/2026	Bank of America Corp DE	412,512	$4.81M	0.0%	+154.1%	0.473%
5/18/2026	Amundi	15,855	$185K	0.0%	+17.0%	0.018%
5/18/2026	Royal Bank of Canada	642,149	$7.49M	0.0%	+1,469.4%	0.736%
5/18/2026	Empowered Funds LLC	20,496	$239K	0.0%	N/A	0.024%
5/16/2026	The Manufacturers Life Insurance Company	23,005	$268K	0.0%	-36.7%	0.026%
5/16/2026	Quantinno Capital Management LP	17,325	$202K	0.0%	-12.5%	0.020%
5/14/2026	Sei Investments Co.	20,644	$241K	0.0%	+106.1%	0.024%
5/14/2026	State of Wyoming	5,708	$67K	0.0%	N/A	0.007%
5/13/2026	Cetera Investment Advisers	29,500	$344K	0.0%	-24.8%	0.034%
Get the Latest News and Ratings for PMT and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for PennyMac Mortgage Investment Trust and its competitors with MarketBeat's FREE daily newsletter.
5/13/2026	First Trust Advisors LP	408,785	$4.77M	0.0%	+389.6%	0.469%
5/8/2026	PNC Financial Services Group Inc.	9,014	$105K	0.0%	-17.0%	0.010%
5/6/2026	Bessemer Group Inc.	2,189	$25K	0.0%	+142.1%	0.003%
5/5/2026	Sharpepoint LLC	86,253	$1.01M	0.6%	+19.6%	0.099%
5/5/2026	Bank of New York Mellon Corp	588,544	$6.86M	0.0%	-3.3%	0.675%
5/5/2026	Illinois Municipal Retirement Fund	45,589	$532K	0.0%	-4.8%	0.052%
5/4/2026	Principal Financial Group Inc.	422,973	$4.93M	0.0%	+2.0%	0.485%
4/30/2026	Hsbc Holdings PLC	24,103	$278K	0.0%	-40.5%	0.028%
4/28/2026	QRG Capital Management Inc.	13,123	$153K	0.0%	+17.0%	0.015%
4/27/2026	New York State Teachers Retirement System	133,260	$1.55M	0.0%	+5.4%	0.153%
4/23/2026	GraniteShares Advisors LLC	192,954	$2.25M	1.6%	-10.3%	0.221%
4/23/2026	Inspire Investing LLC	44,424	$518K	0.0%	+19.6%	0.051%
4/22/2026	Janney Montgomery Scott LLC	11,353	$132K	0.0%	-11.4%	0.013%
4/22/2026	Advocate Investing Services LLC	16,100	$188K	0.2%	-43.6%	0.019%
4/22/2026	Sterling Capital Management LLC	2,892	$34K	0.0%	-42.5%	0.003%
4/21/2026	Maridea Wealth Management LLC	43,430	$506K	0.1%	+4.8%	0.050%
4/21/2026	Louisiana State Employees Retirement System	38,600	$450K	0.0%	N/A	0.044%
4/20/2026	Kestra Private Wealth Services LLC	19,601	$229K	0.0%	-4.2%	0.023%
4/16/2026	SG Americas Securities LLC	139,170	$1.62M	0.0%	-73.6%	0.160%
3/20/2026	Hsbc Holdings PLC	40,481	$510K	0.0%	N/A	0.047%
2/19/2026	T. Rowe Price Investment Management Inc.	5,509,744	$69.15M	0.0%	-7.3%	6.332%
2/19/2026	Invesco Ltd.	2,112,389	$26.51M	0.0%	-4.2%	2.427%
2/18/2026	State of Tennessee Department of Treasury	33,886	$401K	0.0%	-9.1%	0.039%
2/18/2026	Tudor Investment Corp ET AL	99,546	$1.25M	0.0%	+761.9%	0.114%
2/18/2026	Millennium Management LLC	18,121	$227K	0.0%	-98.6%	0.021%
2/18/2026	Engineers Gate Manager LP	14,880	$187K	0.0%	N/A	0.017%
2/18/2026	Balyasny Asset Management L.P.	222,172	$2.79M	0.0%	+28.4%	0.255%
2/17/2026	Guggenheim Capital LLC	102,860	$1.29M	0.0%	+429.7%	0.118%
2/17/2026	AQR Capital Management LLC	127,180	$1.60M	0.0%	+58.4%	0.146%
2/17/2026	Amundi	13,551	$170K	0.0%	-7.1%	0.016%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad) The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions. See the 5 stocks to avoid
2/17/2026	Price T Rowe Associates Inc. MD	101,545	$1.28M	0.0%	+3.6%	0.117%
2/17/2026	T. Rowe Price Investment Management Inc.	2,147,645	$26.95M	0.0%	-63.9%	2.468%
2/17/2026	Osaic Holdings Inc.	30,600	$384K	0.0%	-21.3%	0.035%
2/17/2026	California State Teachers Retirement System	79,163	$993K	0.0%	-11.5%	0.091%
2/17/2026	State of Wisconsin Investment Board	45,144	$567K	0.0%	+35.0%	0.052%
2/17/2026	ExodusPoint Capital Management LP	106,039	$1.33M	0.0%	+9.6%	0.122%
2/17/2026	Royal Bank of Canada	40,916	$514K	0.0%	-83.6%	0.047%
2/16/2026	Verition Fund Management LLC	44,500	$558K	0.0%	-14.3%	0.051%
2/16/2026	Motiv8 Investments LLC	15,480	$194K	0.1%	+22.5%	0.018%
2/16/2026	Barclays PLC	605,880	$7.60M	0.0%	-39.0%	0.696%
2/13/2026	Kestra Advisory Services LLC	152,085	$1.91M	0.0%	-7.8%	0.175%
2/13/2026	Marshall Wace LLP	508,877	$6.39M	0.0%	-41.4%	0.585%
2/13/2026	The Manufacturers Life Insurance Company	36,322	$456K	0.0%	-6.9%	0.042%
2/13/2026	Stifel Financial Corp	24,062	$302K	0.0%	-6.4%	0.028%
2/13/2026	Public Sector Pension Investment Board	301,535	$3.78M	0.0%	-11.1%	0.347%
2/13/2026	First Trust Advisors LP	83,486	$1.05M	0.0%	-61.5%	0.096%
2/13/2026	Ausdal Financial Partners Inc.	24,656	$309K	0.0%	+82.6%	0.028%
2/13/2026	Charles Schwab Investment Management Inc.	1,432,358	$17.98M	0.0%	-0.5%	1.646%
2/13/2026	State Street Corp	3,315,627	$42.91M	0.0%	-1.5%	3.810%
2/13/2026	Van ECK Associates Corp	732,745	$9.20M	0.0%	+17.7%	0.842%
2/13/2026	Boston Partners	1,174,932	$14.90M	0.0%	-6.1%	1.350%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,631	$33K	0.0%	N/A	0.003%
2/13/2026	Wells Fargo & Company MN	169,146	$2.12M	0.0%	+21.4%	0.194%
2/12/2026	Advocate Investing Services LLC	28,549	$358K	0.3%	N/A	0.033%
2/12/2026	MetLife Investment Management LLC	46,548	$584K	0.0%	-6.9%	0.053%
2/12/2026	StoneX Group Inc.	13,334	$171K	0.0%	N/A	0.015%
2/12/2026	Ensign Peak Advisors Inc	8,552	$107K	0.0%	-39.4%	0.010%
2/12/2026	Campbell & CO Investment Adviser LLC	37,924	$476K	0.0%	N/A	0.044%
2/12/2026	Wedbush Securities Inc.	90,310	$1.13M	0.0%	+1.3%	0.104%
2/12/2026	Swiss National Bank	171,700	$2.16M	0.0%	+1.8%	0.197%
2/12/2026	Nuveen LLC	927,864	$11.65M	0.0%	+350.3%	1.066%
2/11/2026	Sharpepoint LLC	72,114	$905K	0.5%	N/A	0.083%
2/11/2026	Janney Montgomery Scott LLC	12,807	$161K	0.0%	-19.0%	0.015%
2/11/2026	Illinois Municipal Retirement Fund	47,870	$601K	0.0%	+6.0%	0.055%
2/11/2026	Deutsche Bank AG	71,306	$895K	0.0%	+5.1%	0.082%
2/11/2026	Fox Run Management L.L.C.	32,754	$411K	0.1%	N/A	0.038%
2/11/2026	LPL Financial LLC	189,920	$2.38M	0.0%	-8.2%	0.218%
2/11/2026	JPMorgan Chase & Co.	873,470	$10.96M	0.0%	+149.1%	1.004%
2/11/2026	J.W. Cole Advisors Inc.	12,783	$160K	0.0%	-22.9%	0.015%
2/10/2026	Goldman Sachs Group Inc.	210,801	$2.65M	0.0%	+53.3%	0.242%
2/10/2026	Angel Oak Capital Advisors LLC	81,182	$1.02M	1.5%	-13.8%	0.093%
2/10/2026	Collar Capital Management LLC	90,615	$1.14M	0.8%	+1.2%	0.104%
2/10/2026	Jupiter Asset Management Ltd.	69,048	$867K	0.0%	N/A	0.079%
2/10/2026	Intech Investment Management LLC	315,415	$3.96M	0.0%	+319.3%	0.362%
2/9/2026	Geode Capital Management LLC	2,113,185	$26.52M	0.0%	+0.6%	2.428%
2/9/2026	Clearstead Advisors LLC	2,800	$35K	0.0%	+184.3%	0.003%
2/5/2026	AlphaCore Capital LLC	27,351	$343K	0.0%	+15.6%	0.031%
2/4/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	14,200	$178K	0.0%	N/A	0.016%
2/2/2026	Strs Ohio	15,400	$193K	0.0%	-6.1%	0.018%
1/30/2026	New York State Teachers Retirement System	126,433	$1.59M	0.0%	+4.5%	0.145%
The 1934 playbook (Ad) In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.Trump holds that same legal authority today. Advisors close to the administration believe he may use it.If he does, the transfer moves fast. The window to position yourself on the right side is already closing. Get the free report now
1/30/2026	Mitsubishi UFJ Trust & Banking Corp	99,706	$1.25M	0.0%	-12.9%	0.115%
1/29/2026	Kestra Private Wealth Services LLC	20,464	$257K	0.0%	-4.6%	0.024%
1/29/2026	Pictet Asset Management Holding SA	13,124	$165K	0.0%	N/A	0.015%
1/29/2026	UBS Group AG	223,429	$2.80M	0.0%	-10.2%	0.257%
1/29/2026	Teachers Retirement System of The State of Kentucky	21,982	$275K	0.0%	-11.7%	0.025%
1/29/2026	Vanguard Group Inc.	9,274,157	$116.39M	0.0%	-1.6%	10.658%
1/28/2026	Arizona State Retirement System	24,250	$304K	0.0%	-5.8%	0.028%
1/27/2026	Evergreen Capital Management LLC	12,417	$161K	0.0%	+8.0%	0.014%
1/27/2026	GraniteShares Advisors LLC	215,032	$2.70M	1.6%	-11.7%	0.247%
1/27/2026	Zurcher Kantonalbank Zurich Cantonalbank	22,991	$289K	0.0%	+32.6%	0.026%

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 7,621,103 shares in the last 24 months. This purchase volume represents approximately $94.37M in transactions.

Of the 76 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), Goldman Sachs Group Inc. ($539.80K), Marshall Wace LLP ($462.37K), Victory Capital Management Inc. ($402.94K), and Vanguard Group Inc. ($388.72K).

Institutional investors have sold a total of 10,788,386 shares in the last 24 months. This volume of shares sold represents approximately $136.08M in transactions.

Related Companies

This page (NYSE:PMT) was last updated on 6/3/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

PMT Institutional Buying and Selling by Quarter

PennyMac Mortgage Investment Trust Major Shareholders & Ownership History

PMT Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

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

PMT Institutional Buying and Selling by Quarter

PennyMac Mortgage Investment Trust Major Shareholders & Ownership History

PMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMT shares?

What percentage of PennyMac Mortgage Investment Trust's stock is owned by institutional investors?

Which institutional investors have been buying PennyMac Mortgage Investment Trust's stock?

How much institutional buying is happening at PennyMac Mortgage Investment Trust?

Which of PennyMac Mortgage Investment Trust's major shareholders have been selling company stock?

How much institutional selling is happening at PennyMac Mortgage Investment Trust?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools