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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −23,278−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −18,816−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −18,062−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −11,177−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −11,132−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −7,584−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |