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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 19,418 | $238.1K | 0.00% | +19,418 | New |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,337 | $212.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 17,246 | $211.4K | 0.00% | −8,072−31.9% | Reduced |
| KLP Kapitalforvaltning AS | 16,800 | $206.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 16,578 | $203.2K | 0.00% | +2,038+14.0% | Added |
| ProShare Advisors LLC | 16,439 | $201.5K | 0.00% | −3,040−15.6% | Reduced |
| STRS Ohio | 16,400 | $201.1K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 16,088 | $198.0K | 0.00% | +16,088 | New |
| Janney Montgomery Scott LLC | 15,817 | $194.0K | 0.00% | −1,751−10.0% | Reduced |
| MQS Management LLC | 15,546 | $190.6K | 0.11% | +15,546 | New |
| Public Employees Retirement Association of Colorado | 15,188 | $186.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 14,588 | $181.5K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 14,788 | $181.3K | 0.00% | −905−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 14,102 | $172.9K | 0.00% | −38,400−73.1% | Reduced |
| Victory Capital Management Inc | 13,860 | $169.9K | 0.00% | −402,941−96.7% | Reduced |
| Ausdal Financial Partners, Inc. | 13,501 | $165.5K | 0.01% | +13,501 | New |
| Russell Investments Group, Ltd. | 13,210 | $162.0K | 0.00% | +8,349+171.8% | Added |
| Longboard Asset Management, LP | 12,684 | $155.5K | 0.25% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,678 | $155.4K | 0.00% | −12,669−50.0% | Reduced |
| Motiv8 Investments LLC | 12,639 | $155.0K | 0.08% | +1,909+17.8% | Added |
| Quantinno Capital Management LP | 12,578 | $154.2K | 0.00% | +268+2.2% | Added |
| Westbourne Investments, Inc. | 12,780 | $153.9K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 12,523 | $153.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 12,008 | $147.2K | 0.00% | −15,629−56.6% | Reduced |
| Tudor Investment Corp Et Al | 11,549 | $141.6K | 0.00% | −155,435−93.1% | Reduced |
| Evergreen Capital Management LLC | 11,502 | $141.0K | 0.00% | +11,502 | New |
| Teacher Retirement System of Texas | 11,382 | $139.5K | 0.00% | −17,755−60.9% | Reduced |
| The PNC Financial Services Group, Inc. | 10,625 | $130.3K | 0.00% | +1,188+12.6% | Added |
| O'Shaughnessy Asset Management, LLC | 10,313 | $126.4K | 0.00% | +10,313 | New |
| Essex Financial Services, Inc. | 10,217 | $125.3K | 0.01% | +135+1.3% | Added |
| Group One Trading, L.P. | 10,029 | $123.0K | 0.00% | +10,029 | New |
| SEI Investments Co | 10,018 | $122.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,293 | $89.4K | 0.00% | −1,493−17.0% | Reduced |
| Cranbrook Wealth Management, LLC | 7,027 | $86.2K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,044 | $74.1K | 0.00% | +3,715+159.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,625 | $56.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,283 | $52.5K | 0.00% | −754−15.0% | Reduced |
| Kerr Financial Planning Corp | 4,169 | $51.7K | 0.07% | +4,169 | New |
| Advisory Services Network, LLC | 4,058 | $49.8K | 0.00% | +4,058 | New |
| Parkside Financial Bank & Trust | 3,615 | $44.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,943 | $36.0K | 0.00% | +1,077+57.7% | Added |
| Public Employees Retirement System of Ohio | 2,899 | $35.5K | 0.00% | +99+3.5% | Added |
| Tower Research Capital LLC (TRC) | 2,577 | $31.6K | 0.00% | −8,646−77.0% | Reduced |
| MAI Capital Management | 2,507 | $30.7K | 0.00% | −29−1.1% | Reduced |
| Allworth Financial LP | 2,489 | $30.5K | 0.00% | +371+17.5% | Added |
| Parallel Advisors, LLC | 2,147 | $26.3K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2,000 | $24.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,804 | $22.1K | 0.00% | −682−27.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,785 | $21.9K | 0.00% | +1,785 | New |
| Versant Capital Management, Inc | 1,649 | $20.2K | 0.00% | +226+15.9% | Added |
| Nomura Asset Management Co Ltd | 1,580 | $19.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,500 | $18.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,421 | $17.4K | 0.00% | −364−20.4% | Reduced |
| GAMMA Investing LLC | 1,357 | $16.6K | 0.00% | +82+6.4% | Added |
| US Bancorp | 1,154 | $14.1K | 0.00% | −15−1.3% | Reduced |
| Smartleaf Asset Management LLC | 1,124 | $13.7K | 0.00% | +66+6.2% | Added |
| Larson Financial Group LLC | 1,097 | $13.4K | 0.00% | −206−15.8% | Reduced |
| National Bank of Canada | 1,052 | $12.9K | 0.00% | +505+92.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 985 | $12.1K | 0.00% | +30+3.1% | Added |
| Harbour Investments, Inc. | 970 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 901 | $11.0K | 0.00% | +901 | New |
| Hantz Financial Services, Inc. | 828 | $10.0K | 0.00% | +828 | New |
| Jones Financial Companies LLLP | 762 | $9.29K | 0.00% | +762 | New |
| Bessemer Group Inc | 535 | $6.00K | 0.00% | +469+710.6% | Added |
| Optiver Holding B.V. | 413 | $5.06K | 0.00% | +2+0.5% | Added |
| Capital Advisors, Ltd. LLC | 437 | $5.00K | 0.00% | +329+304.6% | Added |
| Fifth Third Bancorp | 342 | $4.19K | 0.00% | −202−37.1% | Reduced |
| Harbor Capital Advisors, Inc. | 352 | $4.00K | 0.00% | +6+1.7% | Added |
| IFP Advisors, Inc | 305 | $3.74K | 0.00% | +51+20.1% | Added |
| Whittier Trust Co | 294 | $3.70K | 0.00% | −28−8.7% | Reduced |
| Salomon & Ludwin, LLC | 273 | $3.44K | 0.00% | +273 | New |
| Essential Partners LLC | 215 | $2.64K | 0.00% | +215 | New |
| Crewe Advisors LLC | 195 | $2.39K | 0.00% | +195 | New |
| CoreCap Advisors, LLC | 157 | $1.93K | 0.00% | +5+3.3% | Added |
| Bell Investment Advisors, Inc | 131 | $1.61K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 87 | $1.07K | 0.00% | −51−37.0% | Reduced |
| Principal Securities, Inc. | 85 | $1.04K | 0.00% | −59−41.0% | Reduced |
| Covestor Ltd | 73 | $1.00K | 0.00% | +13+21.7% | Added |
| Whittier Trust Co of Nevada Inc | 75 | $945 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $772 | 0.00% | −194−75.5% | Reduced |
| Farmers & Merchants Investments Inc | 61 | $748 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 60 | $736 | 0.00% | +60 | New |
| West Financial Advisors, LLC | 38 | $472 | 0.00% | +1+2.7% | Added |
| Bruce G. Allen Investments, LLC | 37 | $454 | 0.00% | −1−2.6% | Reduced |
| Retirement Wealth Solutions LLC | 30 | $368 | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 29 | $356 | 0.00% | +13+81.3% | Added |
| Rossby Financial, LCC | 25 | $313 | 0.00% | +25 | New |
| Huntington National Bank | 22 | $270 | 0.00% | −133−85.8% | Reduced |
| True Wealth Design, LLC | 17 | $209 | 0.00% | +17 | New |
| Global Retirement Partners, LLC | 14 | $177 | 0.00% | −9−39.1% | Reduced |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −266,453−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −109,693−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −106,609−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −79,350−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −59,138−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −37,496−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −28,703−100.0% | Sold out |