Skip to main content

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

13F holders, Q3 2026

Institutional positions in PennyMac Mortgage Investment Trust as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
+1 vs. Q2 2026
Shares held
1.45K
+1.29K (+811.3%) vs. Q2 2026
Total value
$11.4K
+$9.62K (+536.5%) vs. Q2 2026
New holders
1
1 more added
Sold out
0
0 more reduced

211 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 196 institutionsQ2 2021: 202 institutionsQ3 2021: 194 institutionsQ4 2021: 200 institutionsQ1 2022: 199 institutionsQ2 2022: 203 institutionsQ3 2022: 186 institutionsQ4 2022: 197 institutionsQ1 2023: 186 institutionsQ2 2023: 176 institutionsQ3 2023: 182 institutionsQ4 2023: 193 institutionsQ1 2024: 190 institutionsQ2 2024: 197 institutionsQ3 2024: 195 institutionsQ4 2024: 201 institutionsQ1 2025: 203 institutionsQ2 2025: 198 institutionsQ3 2025: 193 institutionsQ4 2025: 218 institutionsQ1 2026: 217 institutionsQ2 2026: 212 institutions
Value held
Q1 2021: $1.34BQ2 2021: $1.45BQ3 2021: $1.36BQ4 2021: $1.20BQ1 2022: $1.13BQ2 2022: $872.3MQ3 2022: $755.9MQ4 2022: $765.8MQ1 2023: $750.4MQ2 2023: $792.7MQ3 2023: $723.9MQ4 2023: $871.2MQ1 2024: $818.4MQ2 2024: $782.2MQ3 2024: $802.8MQ4 2024: $724.3MQ1 2025: $884.4MQ2 2025: $748.0MQ3 2025: $709.3MQ4 2025: $717.5MQ1 2026: $674.0MQ2 2026: $708.7M
Institutions holding PMT and their total value by quarter
QuarterHoldersValue
Q2 2026212$708.7M
Q1 2026217$674.0M
Q4 2025218$717.5M
Q3 2025193$709.3M
Q2 2025198$748.0M
Q1 2025203$884.4M
Q4 2024201$724.3M
Q3 2024195$802.8M
Q2 2024197$782.2M
Q1 2024190$818.4M
Q4 2023193$871.2M
Q3 2023182$723.9M
Q2 2023176$792.7M
Q1 2023186$750.4M
Q4 2022197$765.8M
Q3 2022186$755.9M
Q2 2022203$872.3M
Q1 2022199$1.13B
Q4 2021200$1.20B
Q3 2021194$1.36B
Q2 2021202$1.45B
Q1 2021196$1.34B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q2 2026.

Institutions holding PMT in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc865$6.82K0.00%+706+444.0%Added
Massmutual Trust Co FSB584$4.60K0.00%+584New
BlackRock, Inc.––––Not filed
T. Rowe Price Investment Management, Inc.––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Vanguard Capital Management LLC––––Not filed
State Street Corp––––Not filed
Invesco Ltd.––––Not filed
Geode Capital Management, LLC––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Citadel Advisors LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Boston Partners––––Not filed
Morgan Stanley––––Not filed
JPMorgan Chase & Co––––Not filed
Northern Trust Corp––––Not filed
Millennium Management LLC––––Not filed
Van Eck Associates Corp––––Not filed
First Trust Advisors LP––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Dana Investment Advisors, Inc.––––Not filed
EMG Holdings, L.P.––––Not filed
Allianz Asset Management GmbH––––Not filed
Bank of New York Mellon Corp––––Not filed
Principal Financial Group Inc––––Not filed
Citigroup Inc––––Not filed
Bank of America Corp––––Not filed
UBS Group AG––––Not filed
Jupiter Asset Management Ltd––––Not filed
Public Sector Pension Investment Board––––Not filed
AQR Capital Management LLC––––Not filed
GraniteShares Advisors LLC––––Not filed
Legal & General Group Plc––––Not filed
Nuveen, LLC––––Not filed
Rhumbline Advisers––––Not filed
Quantinno Capital Management LP––––Not filed
Waterfall Asset Management, LLC––––Not filed
Mariner Investment Group LLC––––Not filed
Raymond James Financial Inc––––Not filed
Swiss National Bank––––Not filed
Ameriprise Financial Inc––––Not filed
UBS Asset Management Americas Inc––––Not filed
Barclays PLC––––Not filed
CI Private Wealth, LLC––––Not filed
LPL Financial LLC––––Not filed
Goldman Sachs Group Inc––––Not filed
Wells Fargo & Company––––Not filed
Penserra Capital Management LLC––––Not filed
Price T Rowe Associates Inc––––Not filed
New York State Teachers Retirement System––––Not filed
Guggenheim Capital LLC––––Not filed
XTX Topco Ltd––––Not filed
California State Teachers Retirement System––––Not filed
Simplex Trading, LLC––––Not filed
Deutsche Bank AG––––Not filed
Sharpepoint LLC––––Not filed
Alliancebernstein L.P.––––Not filed
Wedbush Securities Inc––––Not filed
Prudential Financial Inc––––Not filed
Collar Capital Management, LLC––––Not filed
Caxton Associates LLP––––Not filed
Angel Oak Capital Advisors, LLC––––Not filed
Nomura Asset Management International Inc.––––Not filed
LSV Asset Management––––Not filed
Russell Investments Group, Ltd.––––Not filed
Great West Life Assurance Co––––Not filed
CWM Advisors, LLC––––Not filed
Thrivent Financial for Lutherans––––Not filed
Gsa Capital Partners LLP––––Not filed
FMR LLC––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Simplify Asset Management Inc.––––Not filed
MetLife Investment Management––––Not filed
Illinois Municipal Retirement Fund––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
IMC-Chicago, LLC––––Not filed
Maridea Wealth Management LLC––––Not filed
Intech Investment Management LLC––––Not filed
State of Wisconsin Investment Board––––Not filed
Atom Investors LP––––Not filed
Jupiter Topco LLC––––Not filed
Optimize Financial Inc––––Not filed
Sound Capital Solutions LLC––––Not filed
Royal Bank of Canada––––Not filed
Squarepoint Ops LLC––––Not filed
Louisiana State Employees Retirement System––––Not filed
State of Tennessee, Treasury Department––––Not filed
Colony Group, LLC––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Balyasny Asset Management LLC––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
New York State Common Retirement Fund––––Not filed
State of Alaska, Department of Revenue––––Not filed
Commonwealth Equity Services, LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Lido Advisors, LLC––––Not filed
Mercer Global Advisors Inc––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
Arizona State Retirement System––––Not filed