PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

PennyMac Mortgage Investment Trust logo
$10.06 +0.12 (+1.21%)
Closing price 03:58 PM Eastern
Extended Trading
$10.07 +0.01 (+0.10%)
As of 07:59 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)
106
Total
Institutional Inflows
(last 12 months)
$93.65M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$136.08M
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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
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 Company 23,005$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%
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%
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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%
2/17/2026 California 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%
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%
2/11/2026 LPL Financial LLC189,920$2.38M0.0%-8.2%0.218%
2/11/2026 JPMorgan 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%
2/10/2026 Goldman 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%
2/10/2026 Collar 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%
2/9/2026 Geode 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%
2/5/2026 AlphaCore 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%
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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%
1/27/2026 Evergreen Capital Management LLC12,417$161K0.0%+8.0%0.014%
1/27/2026 GraniteShares Advisors LLC215,032$2.70M1.6%-11.7%0.247%


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 7,576,687 shares in the last 24 months. This purchase volume represents approximately $93.65M 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.



This page (NYSE:PMT) was last updated on 6/23/2026 by MarketBeat.com Staff.
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