Skip to main content
Livermore
Livermore
ZHEN

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 3 sales; 212 institutions reported holding it in 13F filings for Q2 2026, worth $708.7M in total; no superinvestor holds it.

Other share classesPMTUPMTVPMTWPMT.PAPMT.PBPMT.PC

Q4 2025 vs. Q3 2025

How the institutions holding PennyMac Mortgage Investment Trust changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of PMT: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Holders193218+25
Shares57.9M57.0M−801.4K (−1.4%)
Value$709.3M$717.5M+$8.12M (+1.1%)

New holders (40)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to PMT in Q4 2025
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd126,462$1.59M0.00%
Sharpepoint LLC72,114$905.0K0.54%
Jupiter Asset Management Ltd69,048$866.6K0.01%
HSBC Holdings PLC40,481$509.7K0.00%
Campbell & CO Investment Adviser LLC37,924$475.9K0.02%
Fox Run Management, L.L.C.32,754$411.1K0.06%
Gsa Capital Partners LLP31,367$394.0K0.03%
Advocate Investing Services LLC28,549$358.3K0.32%
Simplex Trading, LLC24,145$303.0K0.01%
Toroso Investments, LLC18,935$237.6K0.00%
LDR Capital Management LLC18,887$237.0K0.33%
Engineers Gate Manager LP14,880$186.7K0.00%
Virginia Retirement Systems Et Al14,200$178.2K0.00%
StoneX Group Inc.13,334$171.1K0.01%
Pictet Asset Management Holding SA13,124$164.7K0.00%
Two Sigma Advisers, LP12,037$151.1K0.00%
TrueMark Investments, LLC12,001$150.6K0.03%
Allspring Global Investments Holdings, LLC11,528$144.0K0.00%
QRG Capital Management, Inc.11,218$140.8K0.00%
UBS Asset Management Americas Inc2,631$33.0K0.00%
Pinnacle Wealth Planning Services, Inc.2,418$30.3K0.00%
Flagship Harbor Advisors, LLC2,090$26.2K0.00%
Aster Capital Management (DIFC) Ltd1,113$14.0K0.01%
Cygnus Capital Advisors, LLC965$12.0K0.01%
Kemnay Advisory Services Inc.800$10.0K0.00%
High Point Wealth Management, LLC800$10.0K0.01%
Los Angeles Capital Management LLC450$5.42K0.00%
Basecamp Wealth Advisors LLC430$5.40K0.00%
SageView Advisory Group, LLC265$3.32K0.00%
IMA Wealth, Inc.125$1.62K0.00%
Elequin Capital LP121$1.52K0.00%
Cornerstone Financial Management LLC105$1.32K0.00%
Torren Management, LLC72$9040.00%
Financial Consulate, Inc39$4900.00%
Signature Equity Partners, LLC34$4270.00%
CIBC Private Wealth Group, LLC21$2640.00%
Rothschild Investment LLC16$2010.00%
Transamerica Financial Advisors, Inc.7$910.00%
Gilpin Wealth Management, LLC5$630.00%
Dunhill Financial, LLC2$230.00%

Sold out (15)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PMT in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Renaissance Technologies LLC207,200$2.54M
Prevail Innovative Wealth Advisors, LLC180,452$2.21M
Squarepoint Ops LLC80,579$987.9K
Capstone Investment Advisors, LLC25,060$307.2K
Aigen Investment Management, LP18,656$228.7K
MQS Management LLC15,546$190.6K
Sanctuary Advisors, LLC14,788$181.3K
Mariner, LLC12,008$147.2K
Teacher Retirement System of Texas11,382$139.5K
Advisory Services Network, LLC4,058$49.8K
CoreCap Advisors, LLC157$1.93K
Principal Securities, Inc.85$1.04K
Massmutual Trust Co FSB63$772
Flagship Wealth Advisors, LLC60$736
Huntington National Bank22$270