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 2025 vs. Q2 2025

How the institutions holding PennyMac Mortgage Investment Trust changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of PMT: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	198	3	193	−2
Shares	58.2M	264.1K	57.9M	−61.3K (−0.1%)
Value	$748.0M	$3.40M	$709.3M	−$35.2M (−4.7%)

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to PMT in Q3 2025
Institution	Shares	Value	% of portfolio
Brevan Howard Capital Management LP	47,465	$581.9K	0.01%
Spinnaker Investment Group, LLC	41,245	$505.7K	0.10%
SG Americas Securities, LLC	31,246	$383.0K	0.00%
Quest Partners LLC	31,014	$380.2K	0.02%
Capstone Investment Advisors, LLC	25,060	$307.2K	0.00%
Guggenheim Capital LLC	19,418	$238.1K	0.00%
CAPROCK Group, Inc.	16,088	$198.0K	0.00%
MQS Management LLC	15,546	$190.6K	0.11%
Ausdal Financial Partners, Inc.	13,501	$165.5K	0.01%
Evergreen Capital Management LLC	11,502	$141.0K	0.00%
O'Shaughnessy Asset Management, LLC	10,313	$126.4K	0.00%
Group One Trading, L.P.	10,029	$123.0K	0.00%
Kerr Financial Planning Corp	4,169	$51.7K	0.07%
Advisory Services Network, LLC	4,058	$49.8K	0.00%
SRS Capital Advisors, Inc.	1,785	$21.9K	0.00%
Rockefeller Capital Management L.P.	901	$11.0K	0.00%
Hantz Financial Services, Inc.	828	$10.0K	0.00%
Jones Financial Companies LLLP	762	$9.29K	0.00%
Salomon & Ludwin, LLC	273	$3.44K	0.00%
Essential Partners LLC	215	$2.64K	0.00%
Crewe Advisors LLC	195	$2.39K	0.00%
Flagship Wealth Advisors, LLC	60	$736	0.00%
Retirement Wealth Solutions LLC	30	$368	0.00%
Rossby Financial, LCC	25	$313	0.00%
True Wealth Design, LLC	17	$209	0.00%

Sold out (27)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of PMT in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
UBS Asset Management Americas Inc	266,453	$3.43M
XTX Topco Ltd	109,693	$1.41M
D. E. Shaw & Co., Inc.	106,609	$1.37M
AXS Investments LLC	79,350	$1.02M
Edgestream Partners, L.P.	59,138	$760.5K
Campbell & CO Investment Adviser LLC	37,496	$482.2K
Advisors Preferred, LLC	28,703	$373.1K
QRG Capital Management, Inc.	23,278	$299.4K
Bank of Montreal	18,816	$242.0K
Mercer Global Advisors Inc	18,062	$232.3K
Mutual of America Capital Management LLC	11,177	$143.7K
Ieq Capital, LLC	11,132	$143.2K
Advent Capital Management	7,584	$97.5K
Trust Co of Vermont	1,936	$24.9K
Ameritas Advisory Services, LLC	489	$6.29K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	384	$5.00K
Bryn Mawr Trust Co	381	$4.90K
Danske Bank A/S	267	$3.43K
Caitong International Asset Management Co., Ltd	210	$2.70K
High Note Wealth, LLC	139	$1.79K
Twin Peaks Wealth Advisors, LLC	113	$1.36K
Rothschild Investment LLC	75	$965
UMA Financial Services, Inc.	66	$849
Northwestern Mutual Wealth Management Co	50	$643
Cornerstone Planning Group LLC	53	$640
Skopos Labs, Inc.	33	$425
Elequin Capital LP	1	$13

Not filed for Q3 2025 yet (3)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Norges Bank	231,875	$2.98M
EP Wealth Advisors, LLC	21,520	$276.7K
CIBC World Markets Corp	10,755	$138.3K