PennyMac Mortgage Investment Trust
PMT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001464423
In the last 90 days, PennyMac Mortgage Investment Trust insiders filed 0 open-market purchases and 2 sales; 212 institutions reported holding it in 13F filings for Q2 2026, worth $708.7M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in PennyMac Mortgage Investment Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 194
- −7 vs. Q2 2021
- Shares held
- 69.0M
- +343.2K (+0.5%) vs. Q2 2021
- Total value
- $1.36B
- −$86.6M (−6.0%) vs. Q2 2021
- New holders
- 18
- 68 more added
- Sold out
- 25
- 69 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 212 | $708.7M |
| Q1 2026 | 217 | $674.0M |
| Q4 2025 | 218 | $717.5M |
| Q3 2025 | 193 | $709.3M |
| Q2 2025 | 198 | $748.0M |
| Q1 2025 | 203 | $884.4M |
| Q4 2024 | 201 | $724.3M |
| Q3 2024 | 195 | $802.8M |
| Q2 2024 | 197 | $782.2M |
| Q1 2024 | 190 | $818.4M |
| Q4 2023 | 193 | $871.2M |
| Q3 2023 | 182 | $723.9M |
| Q2 2023 | 176 | $792.7M |
| Q1 2023 | 186 | $750.4M |
| Q4 2022 | 197 | $765.8M |
| Q3 2022 | 186 | $755.9M |
| Q2 2022 | 203 | $872.3M |
| Q1 2022 | 199 | $1.13B |
| Q4 2021 | 200 | $1.20B |
| Q3 2021 | 194 | $1.36B |
| Q2 2021 | 202 | $1.45B |
| Q1 2021 | 196 | $1.34B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −21,172−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −21,067−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −20,925−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −17,961−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −12,744−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −12,384−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −11,058−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,585−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,415−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −9,539−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,327−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −666−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |