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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

Q2 2026 vs. Q1 2026

How the institutions holding PennyMac Mortgage Investment Trust changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of PMT: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2173212−2
Shares57.8M44.0K62.9M+5.12M (+8.9%)
Value$674.0M$512.6K$708.7M+$35.2M (+5.2%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to PMT in Q2 2026
InstitutionSharesValue% of portfolio
EMG Holdings, L.P.572,080$6.45M10.75%
Waterfall Asset Management, LLC199,682$2.25M1.38%
CI Private Wealth, LLC154,905$1.75M0.00%
Simplify Asset Management Inc.53,500$603.5K0.01%
Atom Investors LP44,277$499.4K0.04%
Jupiter Topco LLC40,883$461.4K0.00%
Sound Capital Solutions LLC39,926$450.4K0.11%
Squarepoint Ops LLC38,267$431.7K0.00%
Colony Group, LLC33,840$381.7K0.00%
Mercer Global Advisors Inc24,423$275.5K0.00%
CIBC World Markets Inc.16,700$188.4K0.00%
Sanctuary Advisors, LLC15,600$176.0K0.00%
Stonebridge Financial Group, LLC11,960$134.0K0.02%
Wealth Enhancement Advisory Services, LLC12,145$124.9K0.00%
SRS Capital Advisors, Inc.5,296$59.7K0.00%
Fulcrum Asset Management LLP5,322$58.3K0.01%
Nykredit A/S3,265$36.8K0.00%
Optiver Holding B.V.615$6.94K0.00%
Lodestone Wealth Management LLC500$5.64K0.00%
JPL Wealth Management, LLC459$5.18K0.00%
Ameritas Advisory Services, LLC239$2.70K0.00%
Clearstead Advisors, LLC214$2.41K0.00%
High Note Wealth, LLC141$1.59K0.00%
Compass Financial Management LLC141$1.59K0.00%
JFS Wealth Advisors, LLC52$5870.00%
Quarry LP37$4170.00%
Global Retirement Partners, LLC22$2480.00%
Gilpin Wealth Management, LLC20$2260.00%
Ankerstar Wealth, LLC14$1580.00%
Davis Capital Management5$560.00%
Freestone Grove Partners LP1$110.00%

Sold out (33)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (3)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC40,883$476.5K
CWM, LLC3,088$36.0K
Sunbelt Securities, Inc.12$140