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 2 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

Q3 2023 vs. Q2 2023

How the institutions holding PennyMac Mortgage Investment Trust changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of PMT: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Of which not filed for Q3 2023	Q3 2023	Change
Holders	176	1	182	+7
Shares	58.8M	3.34K	58.4M	−433.3K (−0.7%)
Value	$792.7M	$45.0K	$723.9M	−$68.7M (−8.7%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to PMT in Q3 2023
Institution	Shares	Value	% of portfolio
AXS Investments LLC	217,217	$2.69M	0.70%
First Trust Advisors LP	95,276	$1.18M	0.00%
Jacobs Levy Equity Management, Inc	82,512	$1.02M	0.01%
Illinois Municipal Retirement Fund	52,128	$646.0K	0.01%
SG Americas Securities, LLC	49,432	$613.0K	0.01%
Engineers Gate Manager LP	48,182	$597.5K	0.02%
Verition Fund Management LLC	37,740	$468.0K	0.01%
HRT Financial LP	36,793	$456.0K	0.00%
CWM Advisors, LLC	24,669	$305.9K	0.04%
Qube Research & Technologies Ltd	22,397	$277.7K	0.00%
Jane Street Group, LLC	20,061	$248.8K	0.00%
Axxcess Wealth Management, LLC	16,944	$210.1K	0.01%
EMG Holdings, L.P.	15,458	$191.7K	0.15%
Williams Jones Wealth Management, LLC.	14,500	$179.8K	0.00%
Stevens Capital Management LP	13,724	$170.0K	0.05%
State of Wisconsin Investment Board	13,144	$163.0K	0.00%
Sherbrooke Park Advisers LLC	12,629	$156.6K	0.05%
Squarepoint Ops LLC	12,362	$153.3K	0.00%
Lazard Asset Management LLC	10,134	$125.0K	0.00%
Oak Thistle LLC	10,054	$124.7K	0.04%
Simplex Trading, LLC	2,977	$36.0K	0.00%
FNY Investment Advisers, LLC	1,900	$23.0K	0.01%
Sound Income Strategies, LLC	1,000	$12.4K	0.00%
Highlander Capital Management, LLC	500	$6.00K	0.00%

Sold out (17)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of PMT in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Capula Management Ltd	48,200	$649.7K
Franklin Resources Inc	47,816	$644.6K
Gsa Capital Partners LLP	47,251	$637.0K
Greenwich Investment Management, Inc.	46,395	$625.0K
Campbell & CO Investment Adviser LLC	36,606	$493.4K
Caxton Associates LP	25,415	$342.6K
State Farm Mutual Automobile Insurance Co	15,000	$202.2K
Cetera Advisors LLC	13,696	$184.6K
Blair William & Co	12,949	$174.6K
Envestnet Asset Management Inc	11,612	$156.5K
CI Private Wealth, LLC	11,291	$152.2K
PEAK6 Investments LLC	2,652	$35.7K
Northwestern Mutual Wealth Management Co	2,000	$27.0K
Capital Analysts, LLC	1,000	$13.0K
ING Groep NV	840	$11.3K
First Horizon Advisors, Inc.	258	$3.48K
Parkside Financial Bank & Trust	93	$1.25K

Not filed for Q3 2023 yet (1)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q2 2023 that haven't filed for Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
BDO Wealth Advisors, LLC	3,337	$45.0K