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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 2024 vs. Q3 2024

How the institutions holding PennyMac Mortgage Investment Trust changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of PMT: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1954201+10
Shares56.7M138.1K57.4M+855.7K (+1.5%)
Value$802.8M$1.97M$724.3M−$76.5M (−9.6%)

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to PMT in Q4 2024
InstitutionSharesValue% of portfolio
GraniteShares Advisors LLC195,506$2.46M1.56%
Renaissance Technologies LLC169,900$2.14M0.00%
Kestra Advisory Services, LLC159,996$2.01M0.01%
Raymond James Financial Inc103,277$1.30M0.00%
Angel Oak Capital Advisors, LLC94,182$1.19M1.58%
Arrowstreet Capital, Limited Partnership83,963$1.06M0.00%
Collar Capital Management, LLC81,065$1.02M0.85%
Dark Forest Capital Management LP55,253$695.6K0.10%
Nomura Holdings Inc45,880$577.6K0.00%
Maridea Wealth Management LLC40,584$511.0K0.16%
Westbourne Investments, Inc.39,700$499.8K0.29%
Virtu Financial LLC33,241$419.0K0.02%
Optimize Financial Inc24,301$305.9K0.23%
Police & Firemen's Retirement System of New Jersey18,857$237.4K0.00%
Mallini Complete Financial Planning LLC18,340$230.9K0.22%
Polymer Capital Management (US) LLC18,287$230.2K0.07%
KLP Kapitalforvaltning AS16,800$217.2K0.00%
Nebula Research & Development LLC15,577$196.1K0.02%
Sanctuary Advisors, LLC14,648$188.8K0.00%
Longboard Asset Management, LP12,684$159.7K0.42%
AQR Capital Management LLC11,820$148.8K0.00%
Motiv8 Investments LLC10,214$128.6K0.09%
Murphy & Mullick Capital Management Corp9,100$118.2K0.11%
Sandy Spring Bank3,907$49.2K0.00%
Allworth Financial LP3,117$39.3K0.00%
New Age Alpha Advisors, LLC2,839$35.7K0.00%
MAI Capital Management2,475$31.2K0.00%
Rialto Wealth Management, LLC2,000$25.2K0.01%
Group One Trading, L.P.1,407$17.7K0.00%
Quest Partners LLC597$7.52K0.00%
Atala Financial Inc250$3.15K0.00%
Quarry LP174$2.19K0.00%
Jones Financial Companies LLLP170$2.14K0.00%
West Financial Advisors, LLC135$1.70K0.00%
New Wave Wealth Advisors LLC50$6300.00%
Transce3nd, LLC1$130.00%
Capital Advisors, Ltd. LLC28$00.00%

Sold out (27)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (4)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates65,763$937.8K
Raymond James Financial Services Advisors, Inc.65,000$926.9K
PEAK6 Investments LLC7,233$103.1K
WFA of San Diego, LLC150$2.14K