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PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

PennyMac Mortgage Investment Trust logo
$10.61 +0.10 (+0.94%)
As of 11:25 AM Eastern
This is a fair market value 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)
109
Total
Institutional Inflows
(last 12 months)
$98.24M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$144.27M
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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
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%
5/8/2026 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%
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%
2/19/2026T. 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%
2/18/2026State 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%
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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%
2/13/2026 Kestra 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%
2/13/2026 Stifel 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%
2/13/2026 Ausdal 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%
2/13/2026 Boston 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%
2/13/2026 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%
2/12/2026MetLife 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%
2/12/2026 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%
2/11/2026 LPL Financial LLC189,920$2.38M0.0%-8.2%0.218%
2/11/2026JPMorgan Chase & Co.873,470$10.96M0.0%+149.1%1.004%
2/11/2026 J.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%
2/10/2026 Angel 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%
2/10/2026 Jupiter Asset Management Ltd.69,048$867K0.0%N/A0.079%
2/10/2026 Intech 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%
2/9/2026 Clearstead 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%
2/2/2026 Strs Ohio15,400$193K0.0%-6.1%0.018%
1/30/2026 New York State Teachers Retirement System126,433$1.59M0.0%+4.5%0.145%
1/30/2026 Mitsubishi UFJ Trust & Banking Corp99,706$1.25M0.0%-12.9%0.115%
1/29/2026 Kestra Private Wealth Services LLC20,464$257K0.0%-4.6%0.024%
1/29/2026 Pictet Asset Management Holding SA13,124$165K0.0%N/A0.015%
1/29/2026 UBS Group AG223,429$2.80M0.0%-10.2%0.257%
1/29/2026 Teachers 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%
1/28/2026 Arizona State Retirement System24,250$304K0.0%-5.8%0.028%
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1/27/2026Evergreen Capital Management LLC12,417$161K0.0%+8.0%0.014%
1/27/2026 GraniteShares Advisors LLC215,032$2.70M1.6%-11.7%0.247%
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank22,991$289K0.0%+32.6%0.026%
1/26/2026CWM LLC5,703$72K0.0%+93.8%0.007%
1/22/2026 LDR Capital Management LLC18,887$237K0.3%N/A0.022%
1/21/2026 Yousif Capital Management LLC23,527$314K0.0%-12.4%0.027%
1/21/2026 Flagship Harbor Advisors LLC2,090$26K0.0%N/A0.002%
1/21/2026 Newbridge Financial Services Group Inc.3,000$38K0.0%+200.0%0.003%
1/15/2026 Nisa Investment Advisors LLC20,372$271K0.0%-50.7%0.023%
1/15/2026 Allspring Global Investments Holdings LLC11,528$144K0.0%N/A0.013%


PMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 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 161 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 Barclays PLC ($585.05K).

Institutional investors have bought a total of 7,703,036 shares in the last 24 months. This purchase volume represents approximately $98.24M 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), Goldman Sachs Group Inc. ($1.08M), First Trust Advisors LP ($676.73K), Marshall Wace LLP ($462.37K), Victory Capital Management Inc. ($402.94K), and Vanguard Group Inc. ($388.72K).

Institutional investors have sold a total of 11,343,245 shares in the last 24 months. This volume of shares sold represents approximately $144.27M in transactions.



This page (NYSE:PMT) was last updated on 5/14/2026 by MarketBeat.com Staff.
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