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PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

PennyMac Mortgage Investment Trust logo
$9.18 +0.02 (+0.16%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$9.21 +0.03 (+0.28%)
As of 09/11/2026 08:00 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)
103
Total
Institutional Inflows
(last 12 months)
$277.68M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$112.63M
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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
9/9/2026 Squarepoint Ops LLC38,267$432K0.0%N/A0.044%
9/8/2026 Nykredit A S3,265$37K0.0%N/A0.004%
8/27/2026 Corient Private Wealth LP154,905$1.75M0.0%N/A0.178%
8/26/2026 Amundi12,958$146K0.0%-18.3%0.015%
8/24/2026 California State Teachers Retirement System1,130,211$12.75M0.0%+1,339.5%1.296%
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 Company22,487$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%
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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%
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%
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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%


PMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 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 169 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), California State Teachers Retirement System ($1.07M), Nuveen LLC ($975.24K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($789.87K), and Bank of America Corp DE ($678.98K).

Institutional investors have bought a total of 24,049,669 shares in the last 24 months. This purchase volume represents approximately $277.68M 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 9,047,628 shares in the last 24 months. This volume of shares sold represents approximately $112.63M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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