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, Q1 2023
Institutional positions in PennyMac Mortgage Investment Trust as of Mar 31, 2023. 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
- 186
- −8 vs. Q4 2022
- Shares held
- 60.9M
- −663.9K (−1.1%) vs. Q4 2022
- Total value
- $750.4M
- −$13.5M (−1.8%) vs. Q4 2022
- New holders
- 20
- 66 more added
- Sold out
- 28
- 71 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 0 | $0 | 0.00% | −10,549−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −9,730−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −9,042−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −3,572−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,346−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −2,241−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Jenkins Wealth | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Selective Wealth Management, Inc. | – | – | – | – | Not filed |