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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

Q1 2026 vs. Q4 2025

How the institutions holding PennyMac Mortgage Investment Trust changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of PMT: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2184217+3
Shares57.0M9.29M57.8M+10.1M (+21.1%)
Value$717.5M$116.6M$674.0M+$73.1M (+12.2%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to PMT in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC4,951,620$57.7M0.00%
Vanguard Capital Management LLC3,812,328$44.5M0.00%
Vanguard Fiduciary Trust Co557,659$6.50M0.00%
Mariner Investment Group LLC180,000$2.10M0.64%
Nomura Asset Management International Inc.79,500$927.0K0.00%
LSV Asset Management79,500$927.0K0.00%
XTX Topco Ltd53,724$626.4K0.01%
Vanguard Asset Management, Ltd53,595$624.9K0.00%
Winton Group Ltd44,789$522.2K0.02%
Mangrove Partners42,052$490.3K0.04%
Vanguard Global Advisers, LLC35,537$414.4K0.00%
Quantbot Technologies LP34,807$405.9K0.02%
Empowered Funds, LLC20,496$239.0K0.00%
Vanguard Investments Australia, Ltd.19,701$229.7K0.00%
Teacher Retirement System of Texas16,683$194.5K0.00%
Dynamic Technology Lab Private Ltd15,443$180.1K0.03%
DRW Securities, LLC13,180$153.7K0.01%
IMC-Chicago, LLC12,875$150.1K0.00%
one8zero8, LLC11,050$128.8K0.03%
Orographic Financial Advisors, LLC10,203$118.0K0.08%
State of Wyoming5,708$66.6K0.01%
Advisory Services Network, LLC2,886$33.7K0.00%
Gill Capital Partners, LLC600$7.00K0.00%
Osbon Capital Management LLC374$4.36K0.00%
Root Financial Partners, LLC291$3.39K0.00%
Massmutual Trust Co FSB272$3.17K0.00%
Central Trust Co180$2.10K0.00%
Kilter Group LLC115$1.34K0.00%
Philadelphia Investment Partners, LLC115$1.34K0.00%
Keating Financial Advisory Services, Inc.69$8050.00%
Twin Peaks Wealth Advisors, LLC37$4310.00%
Sunbelt Securities, Inc.12$1400.00%
Hughes Financial Services, LLC2$230.00%

Sold out (30)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (4)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc9,274,157$116.4M
Motiv8 Investments LLC15,480$194.0K
Global Retirement Partners, LLC37$463
CIBC Private Wealth Group, LLC21$264