PennyMac Mortgage Investment Trust

PMT

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001464423

SEC filings (opens in a new tab)

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 classesPMTU PMTV PMTW PMT.PA PMT.PB PMT.PC

Q1 2023 vs. Q4 2022

How the institutions holding PennyMac Mortgage Investment Trust changed between Q4 2022 and Q1 2023.

All holders in Q1 2023 All holders in Q4 2022

13F holders of PMT: Q4 2022 compared with Q1 2023
Measure	Q4 2022	Of which not filed for Q1 2023	Q1 2023	Change
Holders	197	3	186	−8
Shares	61.7M	142.7K	60.9M	−663.9K (−1.1%)
Value	$765.8M	$1.91M	$750.4M	−$13.5M (−1.8%)

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (20)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to PMT in Q1 2023
Institution	Shares	Value	% of portfolio
K2 Principal Fund, L.P.	839,533	$10.4M	2.84%
Marshall Wace, LLP	531,502	$6.55M	0.02%
State of New Jersey Common Pension Fund D	103,440	$1.28M	0.00%
SEI Investments Co	39,364	$485.3K	0.00%
Infrastructure Capital Advisors, LLC	29,600	$365.0K	0.07%
Ergoteles LLC	18,893	$233.0K	0.01%
Wolverine Trading, LLC	13,450	$162.0K	0.00%
Cetera Investment Advisers	12,745	$157.1K	0.00%
Amundi	12,029	$147.2K	0.00%
CI Private Wealth, LLC	11,119	$137.1K	0.00%
Ameritas Advisory Services, LLC	6,976	$85.3K	0.00%
Northwestern Mutual Wealth Management Co	2,225	$27.4K	0.00%
National Bank of Canada	1,253	$15.4K	0.00%
Ahrens Investment Partners LLC	1,068	$13.2K	0.01%
ING Groep NV	840	$10.4K	0.00%
Kalos Management, Inc.	600	$7.40K	0.01%
Simplex Trading, LLC	644	$7.00K	0.00%
EverSource Wealth Advisors, LLC	363	$4.48K	0.00%
First Horizon Advisors, Inc.	258	$3.18K	0.00%
Cerity Partners LLC	2,464	–	–

Sold out (28)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of PMT in Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Caption Management, LLC	1,448,050	$17.9M
ExodusPoint Capital Management, LP	82,387	$1.02M
Schonfeld Strategic Advisors LLC	51,600	$639.3K
Holocene Advisors, LP	50,110	$620.9K
Lazard Asset Management LLC	47,730	$591.0K
Twinbeech Capital LP	43,193	$535.2K
Gsa Capital Partners LLP	25,392	$315.0K
Aigen Investment Management, LP	20,715	$256.7K
HSBC Holdings PLC	19,225	$237.6K
Shell Asset Management Co	18,144	$225.0K
U.S. Capital Wealth Advisors, LLC	17,215	$213.3K
Kaizen Financial Strategies	12,258	$176.8K
Y-Intercept (Hong Kong) Ltd	14,086	$174.5K
Merit Financial Group, LLC	10,573	$131.0K
Creative Planning	10,549	$130.7K
Point72 Middle East FZE	9,730	$120.6K
Clear Street Markets LLC	9,042	$112.0K
Parallax Volatility Advisers, L.P.	3,572	$44.3K
Rockefeller Capital Management L.P.	3,346	$40.0K
Almitas Capital LLC	2,241	$27.8K
Quadrant Capital Group LLC	644	$7.98K
Operose Advisors LLC	620	$7.68K
Ellevest, Inc.	183	$2.27K
Lindbrook Capital, LLC	175	$2.17K
Coppell Advisory Solutions LLC	19	$235
Coppell Advisory Solutions Corp.	19	$235
Comerica Securities,inc.	17	$217
Sofos Investments, Inc.	12	$30

Not filed for Q1 2023 yet (3)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q4 2022 that haven't filed for Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Jenkins Wealth	79,393	$983.7K
Comerica Bank	52,746	$767.0K
Selective Wealth Management, Inc.	10,578	$156.9K