Go Pro

PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

PennyMac Mortgage Investment Trust logo
$9.37 -0.02 (-0.21%)
As of 08/21/2026 03:58 PM Eastern

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)
102
Total
Institutional Inflows
(last 12 months)
$263.59M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$112.77M
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
8/21/2026 Nykredit A S3,265$37K0.0%N/A0.004%
8/20/2026 Wedbush Securities Inc.92,059$1.04M0.0%+1.6%0.106%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC160,070$1.81M0.0%+967.6%0.184%
8/19/2026 Van ECK Associates Corp734,244$8.28M0.0%-2.9%0.842%
8/18/2026 Empowered Funds LLC15,549$175K0.0%N/A0.018%
8/18/2026 Public Employees Retirement System of Ohio3,399$38K0.0%N/A0.004%
8/17/2026 Corient Private Wealth LP146,387$1.65M0.0%N/A0.168%
8/17/2026 Ausdal Financial Partners Inc.29,412$332K0.0%N/A0.034%
8/17/2026 Bank of America Corp DE403,322$4.55M0.0%N/A0.463%
8/15/2026 Jupiter Topco LLC40,883$461K0.0%N/A0.047%
8/14/2026 Legal & General Group Plc216,707$2.44M0.0%N/A0.249%
8/14/2026 The Manufacturers Life Insurance Company 22,487$254K0.0%N/A0.026%
8/14/2026 Orographic Financial Advisors LLC10,203$96K0.1%N/A0.012%
8/13/2026 Cibc World Market Inc.16,700$188K0.0%N/A0.019%
8/13/2026 Sanctuary Advisors LLC15,600$176K0.0%N/A0.018%
8/11/2026 Allworth Financial LP2,889$33K0.0%N/A0.003%
8/10/2026 one8zero8 LLC11,050$125K0.0%N/A0.013%
8/7/2026 BlackRock Inc.14,569,469$164.34M0.0%N/A16.708%
8/7/2026 Deutsche Bank AG95,769$1.08M0.0%N/A0.110%
8/6/2026 Bank of New York Mellon Corp544,097$6.14M0.0%N/A0.624%
8/6/2026 GSA Capital Partners LLP56,335$635K0.0%N/A0.065%
8/6/2026 Maridea Wealth Management LLC47,571$537K0.1%N/A0.055%
7/7/2026 GAMMA Investing LLC6,969$79K0.0%+68.0%0.008%
6/16/2026 Empowered Funds LLC20,496$239K0.0%N/A0.024%
5/19/2026 Orographic Financial Advisors LLC10,203$118K0.1%N/A0.012%
5/19/2026 Bank of America Corp DE412,512$4.81M0.0%+154.1%0.473%
5/18/2026 Amundi15,855$185K0.0%+17.0%0.018%
5/18/2026 Royal Bank of Canada642,149$7.49M0.0%+1,469.4%0.736%
5/18/2026 Empowered Funds LLC20,496$239K0.0%N/A0.024%
5/16/2026 The Manufacturers Life Insurance Company23,005$268K0.0%-36.7%0.026%
5/16/2026 Quantinno Capital Management LP17,325$202K0.0%-12.5%0.020%
5/14/2026 Sei Investments Co.20,644$241K0.0%+106.1%0.024%
5/14/2026 State of Wyoming5,708$67K0.0%N/A0.007%
5/13/2026 Cetera Investment Advisers29,500$344K0.0%-24.8%0.034%
5/13/2026 First Trust Advisors LP408,785$4.77M0.0%+389.6%0.469%
5/8/2026 PNC Financial Services Group Inc.9,014$105K0.0%-17.0%0.010%
5/6/2026 Bessemer Group Inc.2,189$25K0.0%+142.1%0.003%
5/5/2026 Sharpepoint LLC86,253$1.01M0.6%+19.6%0.099%
5/5/2026 Bank of New York Mellon Corp588,544$6.86M0.0%-3.3%0.675%
5/5/2026 Illinois Municipal Retirement Fund45,589$532K0.0%-4.8%0.052%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
5/4/2026 Principal Financial Group Inc.422,973$4.93M0.0%+2.0%0.485%
4/30/2026 Hsbc Holdings PLC24,103$278K0.0%-40.5%0.028%
4/28/2026 QRG Capital Management Inc.13,123$153K0.0%+17.0%0.015%
4/27/2026 New York State Teachers Retirement System133,260$1.55M0.0%+5.4%0.153%
4/23/2026 GraniteShares Advisors LLC192,954$2.25M1.6%-10.3%0.221%
4/23/2026 Inspire Investing LLC44,424$518K0.0%+19.6%0.051%
4/22/2026 Janney Montgomery Scott LLC11,353$132K0.0%-11.4%0.013%
4/22/2026 Advocate Investing Services LLC16,100$188K0.2%-43.6%0.019%
4/22/2026 Sterling Capital Management LLC2,892$34K0.0%-42.5%0.003%
4/21/2026 Maridea Wealth Management LLC43,430$506K0.1%+4.8%0.050%
4/21/2026 Louisiana State Employees Retirement System38,600$450K0.0%N/A0.044%
4/20/2026 Kestra Private Wealth Services LLC19,601$229K0.0%-4.2%0.023%
4/16/2026 SG Americas Securities LLC139,170$1.62M0.0%-73.6%0.160%
3/20/2026 Hsbc Holdings PLC40,481$510K0.0%N/A0.047%
2/19/2026 T. Rowe Price Investment Management Inc.5,509,744$69.15M0.0%-7.3%6.332%
2/19/2026 Invesco Ltd.2,112,389$26.51M0.0%-4.2%2.427%
2/18/2026 State of Tennessee Department of Treasury33,886$401K0.0%-9.1%0.039%
2/18/2026 Tudor Investment Corp ET AL99,546$1.25M0.0%+761.9%0.114%
2/18/2026 Millennium Management LLC18,121$227K0.0%-98.6%0.021%
2/18/2026 Engineers Gate Manager LP14,880$187K0.0%N/A0.017%
2/18/2026 Balyasny Asset Management L.P.222,172$2.79M0.0%+28.4%0.255%
2/17/2026 Guggenheim Capital LLC102,860$1.29M0.0%+429.7%0.118%
2/17/2026 AQR Capital Management LLC127,180$1.60M0.0%+58.4%0.146%
2/17/2026 Amundi13,551$170K0.0%-7.1%0.016%
2/17/2026 Price T Rowe Associates Inc. MD101,545$1.28M0.0%+3.6%0.117%
2/17/2026 T. Rowe Price Investment Management Inc.2,147,645$26.95M0.0%-63.9%2.468%
2/17/2026 Osaic Holdings Inc.30,600$384K0.0%-21.3%0.035%
2/17/2026California State Teachers Retirement System79,163$993K0.0%-11.5%0.091%
2/17/2026 State of Wisconsin Investment Board45,144$567K0.0%+35.0%0.052%
2/17/2026 ExodusPoint Capital Management LP106,039$1.33M0.0%+9.6%0.122%
2/17/2026 Royal Bank of Canada40,916$514K0.0%-83.6%0.047%
2/16/2026 Verition Fund Management LLC44,500$558K0.0%-14.3%0.051%
2/16/2026Motiv8 Investments LLC15,480$194K0.1%+22.5%0.018%
2/16/2026 Barclays PLC605,880$7.60M0.0%-39.0%0.696%
2/13/2026 Kestra Advisory Services LLC152,085$1.91M0.0%-7.8%0.175%
2/13/2026 Marshall Wace LLP508,877$6.39M0.0%-41.4%0.585%
2/13/2026 The Manufacturers Life Insurance Company 36,322$456K0.0%-6.9%0.042%
2/13/2026 Stifel Financial Corp24,062$302K0.0%-6.4%0.028%
2/13/2026 Public Sector Pension Investment Board301,535$3.78M0.0%-11.1%0.347%
2/13/2026 First Trust Advisors LP83,486$1.05M0.0%-61.5%0.096%
2/13/2026 Ausdal Financial Partners Inc.24,656$309K0.0%+82.6%0.028%
2/13/2026 Charles Schwab Investment Management Inc.1,432,358$17.98M0.0%-0.5%1.646%
2/13/2026 State Street Corp3,315,627$42.91M0.0%-1.5%3.810%
2/13/2026 Van ECK Associates Corp732,745$9.20M0.0%+17.7%0.842%
2/13/2026 Boston Partners1,174,932$14.90M0.0%-6.1%1.350%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,631$33K0.0%N/A0.003%
2/13/2026 Wells Fargo & Company MN169,146$2.12M0.0%+21.4%0.194%
2/12/2026 Advocate Investing Services LLC28,549$358K0.3%N/A0.033%
2/12/2026 MetLife Investment Management LLC46,548$584K0.0%-6.9%0.053%
2/12/2026 StoneX Group Inc.13,334$171K0.0%N/A0.015%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
2/12/2026 Ensign Peak Advisors Inc8,552$107K0.0%-39.4%0.010%
2/12/2026 Campbell & CO Investment Adviser LLC37,924$476K0.0%N/A0.044%
2/12/2026 Wedbush Securities Inc.90,310$1.13M0.0%+1.3%0.104%
2/12/2026 Swiss National Bank171,700$2.16M0.0%+1.8%0.197%
2/12/2026 Nuveen LLC927,864$11.65M0.0%+350.3%1.066%
2/11/2026 Sharpepoint LLC72,114$905K0.5%N/A0.083%
2/11/2026 Janney Montgomery Scott LLC12,807$161K0.0%-19.0%0.015%
2/11/2026 Illinois Municipal Retirement Fund47,870$601K0.0%+6.0%0.055%
2/11/2026 Deutsche Bank AG71,306$895K0.0%+5.1%0.082%
2/11/2026 Fox Run Management L.L.C.32,754$411K0.1%N/A0.038%


PMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 200 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 168 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 22,801,534 shares in the last 24 months. This purchase volume represents approximately $263.59M 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 9,057,556 shares in the last 24 months. This volume of shares sold represents approximately $112.77M 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 8/21/2026. New 13F filings are added each quarter as they're published.
From Our Partners