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, Q4 2025
Institutional positions in PennyMac Mortgage Investment Trust as of Dec 31, 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
- 218
- +25 vs. Q3 2025
- Shares held
- 57.0M
- −801.4K (−1.4%) vs. Q3 2025
- Total value
- $717.5M
- +$8.12M (+1.1%) vs. Q3 2025
- New holders
- 40
- 69 more added
- Sold out
- 15
- 77 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 2 | $23 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 5 | $63 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 7 | $91 | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 16 | $201 | 0.00% | −1,769−99.1% | Reduced |
| Rothschild Investment LLC | 16 | $201 | 0.00% | +16 | New |
| True Wealth Design, LLC | 18 | $226 | 0.00% | +1+5.9% | Added |
| CIBC Private Wealth Group, LLC | 21 | $264 | 0.00% | +21 | New |
| Retirement Wealth Solutions LLC | 30 | $377 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 34 | $427 | 0.00% | +34 | New |
| Rossby Financial, LCC | 35 | $439 | 0.00% | +10+40.0% | Added |
| Bruce G. Allen Investments, LLC | 36 | $452 | 0.00% | −1−2.7% | Reduced |
| Global Retirement Partners, LLC | 37 | $463 | 0.00% | +23+164.3% | Added |
| Financial Consulate, Inc | 39 | $490 | 0.00% | +39 | New |
| West Financial Advisors, LLC | 40 | $499 | 0.00% | +2+5.3% | Added |
| IFP Advisors, Inc | 55 | $690 | 0.00% | −250−82.0% | Reduced |
| Farther Finance Advisors, LLC | 55 | $690 | 0.00% | +26+89.7% | Added |
| Farmers & Merchants Investments Inc | 61 | $766 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 72 | $904 | 0.00% | +72 | New |
| Whittier Trust Co of Nevada Inc | 75 | $944 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 62 | $1.00K | 0.00% | −11−15.1% | Reduced |
| Essential Partners LLC | 87 | $1.09K | 0.00% | −128−59.5% | Reduced |
| Cornerstone Financial Management LLC | 105 | $1.32K | 0.00% | +105 | New |
| Elequin Capital LP | 121 | $1.52K | 0.00% | +121 | New |
| IMA Wealth, Inc. | 125 | $1.62K | 0.00% | +125 | New |
| Bell Investment Advisors, Inc | 131 | $1.65K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 195 | $2.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 254 | $3.20K | 0.00% | −40−13.6% | Reduced |
| SageView Advisory Group, LLC | 265 | $3.32K | 0.00% | +265 | New |
| Harbor Capital Advisors, Inc. | 346 | $4.00K | 0.00% | −6−1.7% | Reduced |
| Optiver Holding B.V. | 369 | $4.63K | 0.00% | −44−10.7% | Reduced |
| Umb Bank N A | 391 | $4.91K | 0.00% | +304+349.4% | Added |
| EverSource Wealth Advisors, LLC | 392 | $4.92K | 0.00% | −1,029−72.4% | Reduced |
| Fifth Third Bancorp | 419 | $5.26K | 0.00% | +77+22.5% | Added |
| Basecamp Wealth Advisors LLC | 430 | $5.40K | 0.00% | +430 | New |
| Los Angeles Capital Management LLC | 450 | $5.42K | 0.00% | +450 | New |
| Rockefeller Capital Management L.P. | 531 | $6.66K | 0.00% | −370−41.1% | Reduced |
| Salomon & Ludwin, LLC | 634 | $8.05K | 0.00% | +361+132.2% | Added |
| Harbour Investments, Inc. | 670 | $8.41K | 0.00% | −300−30.9% | Reduced |
| Jones Financial Companies LLLP | 762 | $9.56K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 800 | $10.0K | 0.00% | +800 | New |
| High Point Wealth Management, LLC | 800 | $10.0K | 0.01% | +800 | New |
| National Bank of Canada | 847 | $10.6K | 0.00% | −205−19.5% | Reduced |
| Bessemer Group Inc | 904 | $11.0K | 0.00% | +369+69.0% | Added |
| Capital Advisors, Ltd. LLC | 950 | $12.0K | 0.00% | +513+117.4% | Added |
| Cygnus Capital Advisors, LLC | 965 | $12.0K | 0.01% | +965 | New |
| Hantz Financial Services, Inc. | 1,061 | $13.0K | 0.00% | +233+28.1% | Added |
| Larson Financial Group LLC | 1,097 | $13.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,113 | $14.0K | 0.01% | +1,113 | New |
| Smartleaf Asset Management LLC | 1,124 | $14.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,154 | $14.5K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1,451 | $17.8K | 0.02% | −2,718−65.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,500 | $18.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,580 | $19.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,683 | $21.1K | 0.00% | +34+2.1% | Added |
| Signaturefd, LLC | 1,804 | $22.6K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2,000 | $25.1K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,090 | $26.2K | 0.00% | +2,090 | New |
| Parallel Advisors, LLC | 2,147 | $26.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,243 | $28.2K | 0.00% | −246−9.9% | Reduced |
| MAI Capital Management | 2,268 | $28.5K | 0.00% | −239−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,418 | $30.3K | 0.00% | +2,418 | New |
| UBS Asset Management Americas Inc | 2,631 | $33.0K | 0.00% | +2,631 | New |
| GAMMA Investing LLC | 2,752 | $34.5K | 0.00% | +1,395+102.8% | Added |
| Clearstead Advisors, LLC | 2,800 | $35.1K | 0.00% | +1,815+184.3% | Added |
| Public Employees Retirement System of Ohio | 2,815 | $35.3K | 0.00% | −84−2.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,000 | $37.6K | 0.01% | +2,000+200.0% | Added |
| Parkside Financial Bank & Trust | 3,600 | $45.2K | 0.00% | −15−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,076 | $51.2K | 0.00% | +1,499+58.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,625 | $58.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,801 | $60.3K | 0.00% | +518+12.1% | Added |
| Sterling Capital Management LLC | 5,031 | $63.1K | 0.00% | −1,013−16.8% | Reduced |
| CWM, LLC | 5,703 | $72.0K | 0.00% | +2,760+93.8% | Added |
| Cranbrook Wealth Management, LLC | 7,027 | $88.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,293 | $91.5K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,552 | $107.3K | 0.00% | −5,550−39.4% | Reduced |
| Group One Trading, L.P. | 9,356 | $117.4K | 0.00% | −673−6.7% | Reduced |
| SEI Investments Co | 10,018 | $125.7K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 10,216 | $128.2K | 0.01% | −10.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,315 | $129.5K | 0.00% | +20.0% | Added |
| The PNC Financial Services Group, Inc. | 10,862 | $136.3K | 0.00% | +237+2.2% | Added |
| QRG Capital Management, Inc. | 11,218 | $140.8K | 0.00% | +11,218 | New |
| Allspring Global Investments Holdings, LLC | 11,528 | $144.0K | 0.00% | +11,528 | New |
| TrueMark Investments, LLC | 12,001 | $150.6K | 0.03% | +12,001 | New |
| Two Sigma Advisers, LP | 12,037 | $151.1K | 0.00% | +12,037 | New |
| Quadrant Capital Group LLC | 12,523 | $157.2K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,678 | $159.1K | 0.00% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 12,684 | $159.2K | 1.01% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 12,780 | $160.4K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,783 | $160.4K | 0.00% | −3,795−22.9% | Reduced |
| Evergreen Capital Management LLC | 12,417 | $160.8K | 0.00% | +915+8.0% | Added |
| Janney Montgomery Scott LLC | 12,807 | $161.0K | 0.00% | −3,010−19.0% | Reduced |
| Pictet Asset Management Holding SA | 13,124 | $164.7K | 0.00% | +13,124 | New |
| Amundi | 13,551 | $170.1K | 0.00% | −1,037−7.1% | Reduced |
| StoneX Group Inc. | 13,334 | $171.1K | 0.01% | +13,334 | New |
| Victory Capital Management Inc | 13,845 | $173.8K | 0.00% | −15−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 14,200 | $178.2K | 0.00% | +14,200 | New |
| Engineers Gate Manager LP | 14,880 | $186.7K | 0.00% | +14,880 | New |
| Public Employees Retirement Association of Colorado | 15,188 | $191.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 15,400 | $193.3K | 0.00% | −1,000−6.1% | Reduced |
| Motiv8 Investments LLC | 15,480 | $194.0K | 0.11% | +2,841+22.5% | Added |