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 2025
Institutional positions in PennyMac Mortgage Investment Trust as of Mar 31, 2025. 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
- 203
- +5 vs. Q4 2024
- Shares held
- 60.4M
- +3.26M (+5.7%) vs. Q4 2024
- Total value
- $884.4M
- +$163.7M (+22.7%) vs. Q4 2024
- New holders
- 36
- 62 more added
- Sold out
- 31
- 66 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 5,895,196 | $86.4M | 0.06% | +20,578+0.4% | Added |
| Vanguard Group Inc | 9,623,312 | $141.0M | 0.00% | +30,334+0.3% | Added |
| BlackRock, Inc. | 14,697,906 | $215.3M | 0.00% | −409,319−2.7% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −251,127−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −153,974−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −88,538−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −73,992−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −61,314−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −48,697−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −45,880−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −40,267−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −33,241−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −26,115−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −21,686−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −21,059−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −18,287−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −16,679−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −15,962−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −15,874−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −15,577−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,388−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −10,866−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,241−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −3,907−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −2,839−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |