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, Q4 2021
Institutional positions in PennyMac Mortgage Investment Trust as of Dec 31, 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
- 200
- +8 vs. Q3 2021
- Shares held
- 68.9M
- −66.0K (−0.1%) vs. Q3 2021
- Total value
- $1.20B
- −$162.3M (−11.9%) vs. Q3 2021
- New holders
- 32
- 64 more added
- Sold out
- 24
- 72 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −1,200,315−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −126,802−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −70,700−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −67,954−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −46,480−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −36,521−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −33,276−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −26,764−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −24,879−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −20,142−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −18,348−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −16,376−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −12,210−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,031−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,838−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −10,180−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |