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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 588,544 | $6.86M | 0.00% | −19,793−3.3% | Reduced |
| Royal Bank of Canada | 642,149 | $7.49M | 0.00% | +601,233+1,469.4% | Added |
| Van Eck Associates Corp | 755,913 | $8.81M | 0.01% | +23,168+3.2% | Added |
| JPMorgan Chase & Co | 864,821 | $9.82M | 0.00% | −8,649−1.0% | Reduced |
| Citadel Advisors LLC | 877,235 | $10.2M | 0.01% | +384,878+78.2% | Added |
| Northern Trust Corp | 924,203 | $10.8M | 0.00% | +34,855+3.9% | Added |
| Morgan Stanley | 1,102,980 | $12.9M | 0.00% | +42,968+4.1% | Added |
| Boston Partners | 1,435,182 | $16.8M | 0.02% | +260,250+22.2% | Added |
| Charles Schwab Investment Management Inc | 1,454,818 | $17.0M | 0.00% | +22,460+1.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,658,125 | $19.3M | 0.03% | +66,802+4.2% | Added |
| Invesco Ltd. | 2,194,497 | $25.6M | 0.00% | +82,108+3.9% | Added |
| Geode Capital Management, LLC | 2,213,348 | $25.8M | 0.00% | +100,163+4.7% | Added |
| State Street Corp | 3,382,272 | $39.4M | 0.00% | +66,645+2.0% | Added |
| Vanguard Capital Management LLC | 3,812,328 | $44.5M | 0.00% | +3,812,328 | New |
| Vanguard Portfolio Management LLC | 4,951,620 | $57.7M | 0.00% | +4,951,620 | New |
| T. Rowe Price Investment Management, Inc. | 5,418,751 | $63.2M | 0.04% | −90,993−1.7% | Reduced |
| BlackRock, Inc. | 13,856,432 | $161.6M | 0.00% | −288,098−2.0% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −508,877−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −152,085−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −106,039−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −80,783−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −45,383−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −44,500−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −36,771−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,880−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −13,334−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −12,417−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,037−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −12,001−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −10,315−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −7,027−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,113−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Gilpin Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |