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, Q2 2025
Institutional positions in PennyMac Mortgage Investment Trust as of Jun 30, 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
- 198
- −4 vs. Q1 2025
- Shares held
- 58.2M
- −2.20M (−3.7%) vs. Q1 2025
- Total value
- $748.0M
- −$136.3M (−15.4%) vs. Q1 2025
- New holders
- 24
- 62 more added
- Sold out
- 28
- 78 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −137,102−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −94,400−100.0% | Sold out |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −86,100−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −54,370−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −51,764−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −47,900−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −45,377−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −36,137−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −32,811−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −22,887−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −17,702−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,046−100.0% | Sold out |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,749−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |