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, Q1 2026
Institutional positions in PennyMac Mortgage Investment Trust as of Mar 31, 2026. 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
- 217
- +3 vs. Q4 2025
- Shares held
- 57.8M
- +10.1M (+21.1%) vs. Q4 2025
- Total value
- $674.0M
- +$73.1M (+12.2%) vs. Q4 2025
- New holders
- 33
- 73 more added
- Sold out
- 30
- 77 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $21 | 0.00% | −1−50.0% | Reduced |
| Hughes Financial Services, LLC | 2 | $23 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 12 | $140 | 0.00% | +12 | New |
| Retirement Wealth Solutions LLC | 30 | $350 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 34 | $396 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 37 | $431 | 0.00% | +37 | New |
| West Financial Advisors, LLC | 41 | $477 | 0.00% | +1+2.5% | Added |
| IFP Advisors, Inc | 42 | $490 | 0.00% | −13−23.6% | Reduced |
| Bruce G. Allen Investments, LLC | 49 | $571 | 0.00% | +13+36.1% | Added |
| Essential Partners LLC | 50 | $583 | 0.00% | −37−42.5% | Reduced |
| Farmers & Merchants Investments Inc | 61 | $711 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 69 | $805 | 0.00% | +69 | New |
| Elequin Capital LP | 73 | $851 | 0.00% | −48−39.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 75 | $896 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 79 | $921 | 0.00% | +63+393.8% | Added |
| Hantz Financial Services, Inc. | 49 | $1.00K | 0.00% | −1,012−95.4% | Reduced |
| Covestor Ltd | 73 | $1.00K | 0.00% | +11+17.7% | Added |
| Cornerstone Financial Management LLC | 96 | $1.12K | 0.00% | −9−8.6% | Reduced |
| Rossby Financial, LCC | 97 | $1.14K | 0.00% | +62+177.1% | Added |
| Kilter Group LLC | 115 | $1.34K | 0.00% | +115 | New |
| Philadelphia Investment Partners, LLC | 115 | $1.34K | 0.00% | +115 | New |
| Smartleaf Asset Management LLC | 125 | $1.42K | 0.00% | −999−88.9% | Reduced |
| IMA Wealth, Inc. | 122 | $1.42K | 0.00% | −3−2.4% | Reduced |
| Bell Investment Advisors, Inc | 131 | $1.53K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 180 | $2.10K | 0.00% | +180 | New |
| EverSource Wealth Advisors, LLC | 191 | $2.23K | 0.00% | −201−51.3% | Reduced |
| National Bank of Canada | 208 | $2.42K | 0.00% | −639−75.4% | Reduced |
| Whittier Trust Co | 254 | $3.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 272 | $3.17K | 0.00% | +272 | New |
| Umb Bank N A | 282 | $3.29K | 0.00% | −109−27.9% | Reduced |
| Root Financial Partners, LLC | 291 | $3.39K | 0.00% | +291 | New |
| Osbon Capital Management LLC | 374 | $4.36K | 0.00% | +374 | New |
| Fifth Third Bancorp | 411 | $4.79K | 0.00% | −8−1.9% | Reduced |
| Basecamp Wealth Advisors LLC | 430 | $5.01K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 450 | $5.25K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 545 | $6.35K | 0.00% | +14+2.6% | Added |
| Gill Capital Partners, LLC | 600 | $7.00K | 0.00% | +600 | New |
| Larson Financial Group LLC | 603 | $7.03K | 0.00% | −494−45.0% | Reduced |
| Versant Capital Management, Inc | 668 | $7.79K | 0.00% | −1,015−60.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 726 | $8.46K | 0.00% | −1,692−70.0% | Reduced |
| High Point Wealth Management, LLC | 800 | $9.33K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,314 | $15.0K | 0.00% | +968+279.8% | Added |
| US Bancorp | 1,304 | $15.2K | 0.00% | +150+13.0% | Added |
| Jones Financial Companies LLLP | 1,464 | $16.4K | 0.00% | +702+92.1% | Added |
| TD Waterhouse Canada Inc. | 1,500 | $17.7K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1,485 | $18.0K | 0.02% | +34+2.3% | Added |
| Signaturefd, LLC | 1,556 | $18.1K | 0.00% | −248−13.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,580 | $18.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,645 | $19.2K | 0.00% | +975+145.5% | Added |
| Salomon & Ludwin, LLC | 1,746 | $20.9K | 0.00% | +1,112+175.4% | Added |
| Rialto Wealth Management, LLC | 2,000 | $23.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,189 | $25.0K | 0.00% | +1,285+142.1% | Added |
| Parallel Advisors, LLC | 2,147 | $25.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,294 | $26.8K | 0.00% | +26+1.1% | Added |
| Allworth Financial LP | 2,413 | $28.1K | 0.00% | +170+7.6% | Added |
| Advisory Services Network, LLC | 2,886 | $33.7K | 0.00% | +2,886 | New |
| Sterling Capital Management LLC | 2,892 | $33.7K | 0.00% | −2,139−42.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,031 | $35.3K | 0.00% | +216+7.7% | Added |
| CWM, LLC | 3,088 | $36.0K | 0.00% | −2,615−45.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,850 | $44.9K | 0.00% | −775−16.8% | Reduced |
| GAMMA Investing LLC | 4,147 | $48.4K | 0.00% | +1,395+50.7% | Added |
| FMR LLC | 4,530 | $52.8K | 0.00% | −271−5.6% | Reduced |
| Parkside Financial Bank & Trust | 4,595 | $53.6K | 0.00% | +995+27.6% | Added |
| State of Wyoming | 5,708 | $66.6K | 0.01% | +5,708 | New |
| Ameritas Investment Partners, Inc. | 7,293 | $85.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,001 | $93.3K | 0.00% | −1,355−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 8,919 | $104.0K | 0.00% | +4,843+118.8% | Added |
| The PNC Financial Services Group, Inc. | 9,014 | $105.1K | 0.00% | −1,848−17.0% | Reduced |
| Nisa Investment Advisors, LLC | 9,085 | $105.9K | 0.00% | −11,287−55.4% | Reduced |
| Farther Finance Advisors, LLC | 9,566 | $112.7K | 0.00% | +9,511+17,292.7% | Added |
| Orographic Financial Advisors, LLC | 10,203 | $118.0K | 0.08% | +10,203 | New |
| Essex Financial Services, Inc. | 10,245 | $119.5K | 0.01% | +29+0.3% | Added |
| one8zero8, LLC | 11,050 | $128.8K | 0.03% | +11,050 | New |
| Janney Montgomery Scott LLC | 11,353 | $132.0K | 0.00% | −1,454−11.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,525 | $135.6K | 0.00% | −30.0% | Reduced |
| J.W. Cole Advisors, Inc. | 11,668 | $136.1K | 0.00% | −1,115−8.7% | Reduced |
| Quadrant Capital Group LLC | 11,899 | $138.7K | 0.00% | −624−5.0% | Reduced |
| Fox Run Management, L.L.C. | 12,463 | $141.5K | 0.02% | −20,291−61.9% | Reduced |
| Maryland State Retirement & Pension System | 12,678 | $147.8K | 0.00% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 12,684 | $147.9K | 2.56% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 12,780 | $149.0K | 0.07% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 12,875 | $150.1K | 0.00% | +12,875 | New |
| QRG Capital Management, Inc. | 13,123 | $153.0K | 0.00% | +1,905+17.0% | Added |
| Pictet Asset Management Holding SA | 13,124 | $153.0K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 13,180 | $153.7K | 0.01% | +13,180 | New |
| ProShare Advisors LLC | 13,581 | $158.4K | 0.00% | −3,387−20.0% | Reduced |
| Victory Capital Management Inc | 13,741 | $160.2K | 0.00% | −104−0.8% | Reduced |
| Brevan Howard Capital Management LP | 14,930 | $174.1K | 0.00% | −2,388−13.8% | Reduced |
| UBS Asset Management Americas Inc | 14,994 | $174.8K | 0.00% | +12,363+469.9% | Added |
| Public Employees Retirement Association of Colorado | 15,188 | $177.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 15,400 | $179.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 15,443 | $180.1K | 0.03% | +15,443 | New |
| CAPROCK Group, Inc. | 15,647 | $182.4K | 0.00% | +288+1.9% | Added |
| Amundi | 15,855 | $184.9K | 0.00% | +2,304+17.0% | Added |
| Ensign Peak Advisors, Inc | 16,002 | $186.6K | 0.00% | +7,450+87.1% | Added |
| Advocate Investing Services LLC | 16,100 | $187.7K | 0.16% | −12,449−43.6% | Reduced |
| Teacher Retirement System of Texas | 16,683 | $194.5K | 0.00% | +16,683 | New |
| Voya Investment Management LLC | 16,871 | $196.7K | 0.00% | −375−2.2% | Reduced |
| Quantinno Capital Management LP | 17,325 | $202.0K | 0.00% | −2,468−12.5% | Reduced |