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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 23,023 | $268.4K | 0.00% | −504−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 23,005 | $268.2K | 0.00% | −13,317−36.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,991 | $268.1K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,982 | $257.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,519 | $250.9K | 0.00% | −23−0.1% | Reduced |
| AlphaCore Capital LLC | 21,244 | $247.7K | 0.01% | −6,107−22.3% | Reduced |
| SEI Investments Co | 20,644 | $240.7K | 0.00% | +10,626+106.1% | Added |
| Empowered Funds, LLC | 20,496 | $239.0K | 0.00% | +20,496 | New |
| Oregon Public Employees Retirement Fund | 19,913 | $232.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 19,701 | $229.7K | 0.00% | +19,701 | New |
| Kestra Private Wealth Services, LLC | 19,601 | $228.6K | 0.00% | −863−4.2% | Reduced |
| Toroso Investments, LLC | 19,188 | $223.7K | 0.00% | +253+1.3% | Added |
| Mallini Complete Financial Planning LLC | 18,873 | $220.1K | 0.17% | +108+0.6% | Added |
| KLP Kapitalforvaltning AS | 18,600 | $216.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18,294 | $213.3K | 0.00% | −3,982−17.9% | Reduced |
| Advisor Group Holdings, Inc. | 18,149 | $211.6K | 0.00% | −12,451−40.7% | Reduced |
| Stifel Financial Corp | 17,434 | $203.3K | 0.00% | −6,628−27.5% | Reduced |
| Quantinno Capital Management LP | 17,325 | $202.0K | 0.00% | −2,468−12.5% | Reduced |
| Voya Investment Management LLC | 16,871 | $196.7K | 0.00% | −375−2.2% | Reduced |
| Teacher Retirement System of Texas | 16,683 | $194.5K | 0.00% | +16,683 | New |
| Advocate Investing Services LLC | 16,100 | $187.7K | 0.16% | −12,449−43.6% | Reduced |
| Ensign Peak Advisors, Inc | 16,002 | $186.6K | 0.00% | +7,450+87.1% | Added |
| Amundi | 15,855 | $184.9K | 0.00% | +2,304+17.0% | Added |
| CAPROCK Group, Inc. | 15,647 | $182.4K | 0.00% | +288+1.9% | Added |
| Dynamic Technology Lab Private Ltd | 15,443 | $180.1K | 0.03% | +15,443 | New |
| STRS Ohio | 15,400 | $179.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,188 | $177.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 14,994 | $174.8K | 0.00% | +12,363+469.9% | Added |
| Brevan Howard Capital Management LP | 14,930 | $174.1K | 0.00% | −2,388−13.8% | Reduced |
| Victory Capital Management Inc | 13,741 | $160.2K | 0.00% | −104−0.8% | Reduced |
| ProShare Advisors LLC | 13,581 | $158.4K | 0.00% | −3,387−20.0% | Reduced |
| DRW Securities, LLC | 13,180 | $153.7K | 0.01% | +13,180 | New |
| Pictet Asset Management Holding SA | 13,124 | $153.0K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 13,123 | $153.0K | 0.00% | +1,905+17.0% | Added |
| IMC-Chicago, LLC | 12,875 | $150.1K | 0.00% | +12,875 | New |
| Westbourne Investments, Inc. | 12,780 | $149.0K | 0.07% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 12,684 | $147.9K | 2.56% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,678 | $147.8K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,463 | $141.5K | 0.02% | −20,291−61.9% | Reduced |
| Quadrant Capital Group LLC | 11,899 | $138.7K | 0.00% | −624−5.0% | Reduced |
| J.W. Cole Advisors, Inc. | 11,668 | $136.1K | 0.00% | −1,115−8.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,525 | $135.6K | 0.00% | −30.0% | Reduced |
| Janney Montgomery Scott LLC | 11,353 | $132.0K | 0.00% | −1,454−11.4% | Reduced |
| one8zero8, LLC | 11,050 | $128.8K | 0.03% | +11,050 | New |
| Essex Financial Services, Inc. | 10,245 | $119.5K | 0.01% | +29+0.3% | Added |
| Orographic Financial Advisors, LLC | 10,203 | $118.0K | 0.08% | +10,203 | New |
| Farther Finance Advisors, LLC | 9,566 | $112.7K | 0.00% | +9,511+17,292.7% | Added |
| Nisa Investment Advisors, LLC | 9,085 | $105.9K | 0.00% | −11,287−55.4% | Reduced |
| The PNC Financial Services Group, Inc. | 9,014 | $105.1K | 0.00% | −1,848−17.0% | Reduced |
| Tower Research Capital LLC (TRC) | 8,919 | $104.0K | 0.00% | +4,843+118.8% | Added |
| Group One Trading, L.P. | 8,001 | $93.3K | 0.00% | −1,355−14.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,293 | $85.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,708 | $66.6K | 0.01% | +5,708 | New |
| Parkside Financial Bank & Trust | 4,595 | $53.6K | 0.00% | +995+27.6% | Added |
| FMR LLC | 4,530 | $52.8K | 0.00% | −271−5.6% | Reduced |
| GAMMA Investing LLC | 4,147 | $48.4K | 0.00% | +1,395+50.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,850 | $44.9K | 0.00% | −775−16.8% | Reduced |
| CWM, LLC | 3,088 | $36.0K | 0.00% | −2,615−45.9% | Reduced |
| Public Employees Retirement System of Ohio | 3,031 | $35.3K | 0.00% | +216+7.7% | Added |
| Newbridge Financial Services Group, Inc. | 3,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,892 | $33.7K | 0.00% | −2,139−42.5% | Reduced |
| Advisory Services Network, LLC | 2,886 | $33.7K | 0.00% | +2,886 | New |
| Allworth Financial LP | 2,413 | $28.1K | 0.00% | +170+7.6% | Added |
| MAI Capital Management | 2,294 | $26.8K | 0.00% | +26+1.1% | Added |
| Parallel Advisors, LLC | 2,147 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,189 | $25.0K | 0.00% | +1,285+142.1% | Added |
| Rialto Wealth Management, LLC | 2,000 | $23.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,746 | $20.9K | 0.00% | +1,112+175.4% | Added |
| Harbour Investments, Inc. | 1,645 | $19.2K | 0.00% | +975+145.5% | Added |
| Nomura Asset Management Co Ltd | 1,580 | $18.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,556 | $18.1K | 0.00% | −248−13.7% | Reduced |
| Kerr Financial Planning Corp | 1,485 | $18.0K | 0.02% | +34+2.3% | Added |
| TD Waterhouse Canada Inc. | 1,500 | $17.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,464 | $16.4K | 0.00% | +702+92.1% | Added |
| US Bancorp | 1,304 | $15.2K | 0.00% | +150+13.0% | Added |
| Harbor Capital Advisors, Inc. | 1,314 | $15.0K | 0.00% | +968+279.8% | Added |
| High Point Wealth Management, LLC | 800 | $9.33K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 726 | $8.46K | 0.00% | −1,692−70.0% | Reduced |
| Versant Capital Management, Inc | 668 | $7.79K | 0.00% | −1,015−60.3% | Reduced |
| Larson Financial Group LLC | 603 | $7.03K | 0.00% | −494−45.0% | Reduced |
| Gill Capital Partners, LLC | 600 | $7.00K | 0.00% | +600 | New |
| Rockefeller Capital Management L.P. | 545 | $6.35K | 0.00% | +14+2.6% | Added |
| Los Angeles Capital Management LLC | 450 | $5.25K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 430 | $5.01K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 411 | $4.79K | 0.00% | −8−1.9% | Reduced |
| Osbon Capital Management LLC | 374 | $4.36K | 0.00% | +374 | New |
| Root Financial Partners, LLC | 291 | $3.39K | 0.00% | +291 | New |
| Umb Bank N A | 282 | $3.29K | 0.00% | −109−27.9% | Reduced |
| Massmutual Trust Co FSB | 272 | $3.17K | 0.00% | +272 | New |
| Whittier Trust Co | 254 | $3.04K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 208 | $2.42K | 0.00% | −639−75.4% | Reduced |
| EverSource Wealth Advisors, LLC | 191 | $2.23K | 0.00% | −201−51.3% | Reduced |
| Central Trust Co | 180 | $2.10K | 0.00% | +180 | New |
| Bell Investment Advisors, Inc | 131 | $1.53K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 122 | $1.42K | 0.00% | −3−2.4% | Reduced |
| Smartleaf Asset Management LLC | 125 | $1.42K | 0.00% | −999−88.9% | Reduced |
| Kilter Group LLC | 115 | $1.34K | 0.00% | +115 | New |
| Philadelphia Investment Partners, LLC | 115 | $1.34K | 0.00% | +115 | New |
| Rossby Financial, LCC | 97 | $1.14K | 0.00% | +62+177.1% | Added |
| Cornerstone Financial Management LLC | 96 | $1.12K | 0.00% | −9−8.6% | Reduced |