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, Q3 2025
Institutional positions in PennyMac Mortgage Investment Trust as of Sep 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
- 193
- −2 vs. Q2 2025
- Shares held
- 57.9M
- −61.3K (−0.1%) vs. Q2 2025
- Total value
- $709.3M
- −$35.2M (−4.7%) vs. Q2 2025
- New holders
- 25
- 74 more added
- Sold out
- 27
- 66 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 14 | $177 | 0.00% | −9−39.1% | Reduced |
| True Wealth Design, LLC | 17 | $209 | 0.00% | +17 | New |
| Huntington National Bank | 22 | $270 | 0.00% | −133−85.8% | Reduced |
| Rossby Financial, LCC | 25 | $313 | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 29 | $356 | 0.00% | +13+81.3% | Added |
| Retirement Wealth Solutions LLC | 30 | $368 | 0.00% | +30 | New |
| Bruce G. Allen Investments, LLC | 37 | $454 | 0.00% | −1−2.6% | Reduced |
| West Financial Advisors, LLC | 38 | $472 | 0.00% | +1+2.7% | Added |
| Flagship Wealth Advisors, LLC | 60 | $736 | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 61 | $748 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $772 | 0.00% | −194−75.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 75 | $945 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 73 | $1.00K | 0.00% | +13+21.7% | Added |
| Principal Securities, Inc. | 85 | $1.04K | 0.00% | −59−41.0% | Reduced |
| Umb Bank N A | 87 | $1.07K | 0.00% | −51−37.0% | Reduced |
| Bell Investment Advisors, Inc | 131 | $1.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 157 | $1.93K | 0.00% | +5+3.3% | Added |
| Crewe Advisors LLC | 195 | $2.39K | 0.00% | +195 | New |
| Essential Partners LLC | 215 | $2.64K | 0.00% | +215 | New |
| Salomon & Ludwin, LLC | 273 | $3.44K | 0.00% | +273 | New |
| Whittier Trust Co | 294 | $3.70K | 0.00% | −28−8.7% | Reduced |
| IFP Advisors, Inc | 305 | $3.74K | 0.00% | +51+20.1% | Added |
| Harbor Capital Advisors, Inc. | 352 | $4.00K | 0.00% | +6+1.7% | Added |
| Fifth Third Bancorp | 342 | $4.19K | 0.00% | −202−37.1% | Reduced |
| Capital Advisors, Ltd. LLC | 437 | $5.00K | 0.00% | +329+304.6% | Added |
| Optiver Holding B.V. | 413 | $5.06K | 0.00% | +2+0.5% | Added |
| Bessemer Group Inc | 535 | $6.00K | 0.00% | +469+710.6% | Added |
| Jones Financial Companies LLLP | 762 | $9.29K | 0.00% | +762 | New |
| Hantz Financial Services, Inc. | 828 | $10.0K | 0.00% | +828 | New |
| Rockefeller Capital Management L.P. | 901 | $11.0K | 0.00% | +901 | New |
| Harbour Investments, Inc. | 970 | $11.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 985 | $12.1K | 0.00% | +30+3.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,052 | $12.9K | 0.00% | +505+92.3% | Added |
| Larson Financial Group LLC | 1,097 | $13.4K | 0.00% | −206−15.8% | Reduced |
| Smartleaf Asset Management LLC | 1,124 | $13.7K | 0.00% | +66+6.2% | Added |
| US Bancorp | 1,154 | $14.1K | 0.00% | −15−1.3% | Reduced |
| GAMMA Investing LLC | 1,357 | $16.6K | 0.00% | +82+6.4% | Added |
| EverSource Wealth Advisors, LLC | 1,421 | $17.4K | 0.00% | −364−20.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,500 | $18.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,580 | $19.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,649 | $20.2K | 0.00% | +226+15.9% | Added |
| SRS Capital Advisors, Inc. | 1,785 | $21.9K | 0.00% | +1,785 | New |
| Signaturefd, LLC | 1,804 | $22.1K | 0.00% | −682−27.4% | Reduced |
| Rialto Wealth Management, LLC | 2,000 | $24.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,147 | $26.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,489 | $30.5K | 0.00% | +371+17.5% | Added |
| MAI Capital Management | 2,507 | $30.7K | 0.00% | −29−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,577 | $31.6K | 0.00% | −8,646−77.0% | Reduced |
| Public Employees Retirement System of Ohio | 2,899 | $35.5K | 0.00% | +99+3.5% | Added |
| CWM, LLC | 2,943 | $36.0K | 0.00% | +1,077+57.7% | Added |
| Parkside Financial Bank & Trust | 3,615 | $44.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,058 | $49.8K | 0.00% | +4,058 | New |
| Kerr Financial Planning Corp | 4,169 | $51.7K | 0.07% | +4,169 | New |
| FMR LLC | 4,283 | $52.5K | 0.00% | −754−15.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,625 | $56.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,044 | $74.1K | 0.00% | +3,715+159.5% | Added |
| Cranbrook Wealth Management, LLC | 7,027 | $86.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,293 | $89.4K | 0.00% | −1,493−17.0% | Reduced |
| SEI Investments Co | 10,018 | $122.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,029 | $123.0K | 0.00% | +10,029 | New |
| Essex Financial Services, Inc. | 10,217 | $125.3K | 0.01% | +135+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 10,313 | $126.4K | 0.00% | +10,313 | New |
| The PNC Financial Services Group, Inc. | 10,625 | $130.3K | 0.00% | +1,188+12.6% | Added |
| Teacher Retirement System of Texas | 11,382 | $139.5K | 0.00% | −17,755−60.9% | Reduced |
| Evergreen Capital Management LLC | 11,502 | $141.0K | 0.00% | +11,502 | New |
| Tudor Investment Corp Et Al | 11,549 | $141.6K | 0.00% | −155,435−93.1% | Reduced |
| Mariner, LLC | 12,008 | $147.2K | 0.00% | −15,629−56.6% | Reduced |
| Quadrant Capital Group LLC | 12,523 | $153.5K | 0.00% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 12,780 | $153.9K | 0.07% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,578 | $154.2K | 0.00% | +268+2.2% | Added |
| Motiv8 Investments LLC | 12,639 | $155.0K | 0.08% | +1,909+17.8% | Added |
| Maryland State Retirement & Pension System | 12,678 | $155.4K | 0.00% | −12,669−50.0% | Reduced |
| Longboard Asset Management, LP | 12,684 | $155.5K | 0.25% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 13,210 | $162.0K | 0.00% | +8,349+171.8% | Added |
| Ausdal Financial Partners, Inc. | 13,501 | $165.5K | 0.01% | +13,501 | New |
| Victory Capital Management Inc | 13,860 | $169.9K | 0.00% | −402,941−96.7% | Reduced |
| Ensign Peak Advisors, Inc | 14,102 | $172.9K | 0.00% | −38,400−73.1% | Reduced |
| Sanctuary Advisors, LLC | 14,788 | $181.3K | 0.00% | −905−5.8% | Reduced |
| Amundi | 14,588 | $181.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,188 | $186.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 15,546 | $190.6K | 0.11% | +15,546 | New |
| Janney Montgomery Scott LLC | 15,817 | $194.0K | 0.00% | −1,751−10.0% | Reduced |
| CAPROCK Group, Inc. | 16,088 | $198.0K | 0.00% | +16,088 | New |
| STRS Ohio | 16,400 | $201.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,439 | $201.5K | 0.00% | −3,040−15.6% | Reduced |
| J.W. Cole Advisors, Inc. | 16,578 | $203.2K | 0.00% | +2,038+14.0% | Added |
| KLP Kapitalforvaltning AS | 16,800 | $206.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 17,246 | $211.4K | 0.00% | −8,072−31.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,337 | $212.6K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 18,656 | $228.7K | 0.04% | −2,315−11.0% | Reduced |
| Mallini Complete Financial Planning LLC | 18,656 | $228.7K | 0.19% | +107+0.6% | Added |
| Guggenheim Capital LLC | 19,418 | $238.1K | 0.00% | +19,418 | New |
| Oregon Public Employees Retirement Fund | 19,613 | $240.5K | 0.00% | −300−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 21,456 | $263.1K | 0.00% | −795−3.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,161 | $271.7K | 0.00% | −178−0.8% | Reduced |
| AlphaCore Capital LLC | 23,653 | $290.0K | 0.01% | +714+3.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 24,104 | $295.5K | 0.00% | +5,247+27.8% | Added |
| Teachers Retirement System of the State of Kentucky | 24,892 | $306.0K | 0.00% | −6,134−19.8% | Reduced |
| Capstone Investment Advisors, LLC | 25,060 | $307.2K | 0.00% | +25,060 | New |