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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 3 sales; 212 institutions reported holding it in 13F filings for Q2 2026, worth $708.7M in total; no superinvestor holds it.

Other share classesPMTUPMTVPMTWPMT.PAPMT.PBPMT.PC

Q4 2022 vs. Q3 2022

How the institutions holding PennyMac Mortgage Investment Trust changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of PMT: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1863197+14
Shares64.2M1.88K61.7M−2.48M (−3.9%)
Value$755.9M$21.9K$765.8M+$9.91M (+1.3%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to PMT in Q4 2022
InstitutionSharesValue% of portfolio
Caption Management, LLC1,448,050$17.9M3.02%
Vaughan Nelson Investment Management, L.P.758,055$9.39M0.12%
Cubist Systematic Strategies, LLC161,321$2.00M0.02%
Qube Research & Technologies Ltd138,049$1.71M0.01%
Natixis Advisors, L.P.126,247$1.56M0.01%
Tudor Investment Corp Et Al110,819$1.37M0.03%
HRT Financial LP95,493$1.18M0.02%
ExodusPoint Capital Management, LP82,387$1.02M0.02%
Jenkins Wealth79,393$983.7K0.40%
EMG Holdings, L.P.69,004$855.0K0.73%
AE Wealth Management LLC66,091$818.9K0.01%
Holocene Advisors, LP50,110$620.9K0.00%
Twinbeech Capital LP43,193$535.2K0.01%
Maryland State Retirement & Pension System36,607$453.6K0.01%
Engineers Gate Manager LP35,287$437.2K0.03%
BNP Paribas Arbitrage, SA28,322$350.9K0.00%
Gsa Capital Partners LLP25,392$315.0K0.04%
Aigen Investment Management, LP20,715$256.7K0.04%
Axxcess Wealth Management, LLC16,857$208.9K0.02%
Y-Intercept (Hong Kong) Ltd14,086$174.5K0.03%
Blair William & Co11,591$143.6K0.00%
Moors & Cabot, Inc.11,000$136.3K0.01%
CAPROCK Group, Inc.10,615$135.7K0.01%
Bank of Montreal10,486$134.4K0.00%
Cetera Advisor Networks LLC10,594$131.3K0.00%
Point72 Middle East FZE9,730$120.6K0.01%
Clear Street Markets LLC9,042$112.0K0.02%
Advisory Services Network, LLC6,582$81.6K0.00%
Emerald Mutual Fund Advisers Trust5,825$72.2K0.00%
Wolverine Asset Management LLC3,881$48.1K0.00%
Parallax Volatility Advisers, L.P.3,572$44.3K0.00%
Almitas Capital LLC2,241$27.8K0.01%
Centennial Bank2,000$24.8K0.01%
Belpointe Asset Management LLC1,350$16.7K0.00%
Newbridge Financial Services Group, Inc.1,000$12.4K0.01%
Quadrant Capital Group LLC644$7.98K0.00%
Hollencrest Capital Management500$6.20K0.00%
Lindbrook Capital, LLC175$2.17K0.00%
Rosenberg Matthew Hamilton40$4960.00%
Coppell Advisory Solutions LLC19$2350.00%
Coppell Advisory Solutions Corp.19$2350.00%
Comerica Securities,inc.17$2170.00%
Sofos Investments, Inc.12$300.00%

Sold out (29)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (3)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
American Portfolios Advisors1,267$14.9K
Strategic Asset Management, LLC500$6.00K
Wipfli Financial Advisors LLC,116$1.00K