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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

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

Q3 2026 vs. Q2 2026

How the institutions holding PennyMac Mortgage Investment Trust changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of PMT: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders2122112+1
Shares62.9M62.9M1.45K+1.29K (+811.3%)
Value$708.7M$708.7M$11.4K+$9.62K (+536.5%)

211 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to PMT in Q3 2026
InstitutionSharesValue% of portfolio
Massmutual Trust Co FSB584$4.60K0.00%

Sold out (0)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (211)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 211 by value.

Institutions holding PMT in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
BlackRock, Inc.14,569,469$164.3M
T. Rowe Price Investment Management, Inc.6,349,860$71.6M
Vanguard Portfolio Management LLC5,035,834$56.8M
Vanguard Capital Management LLC3,840,860$43.3M
State Street Corp3,547,189$40.0M
Invesco Ltd.3,062,070$34.5M
Geode Capital Management, LLC2,298,199$25.9M
Mirae Asset Global ETFs Holdings Ltd.1,709,618$19.3M
Citadel Advisors LLC1,672,282$18.9M
Charles Schwab Investment Management Inc1,464,731$16.5M
Boston Partners1,384,525$15.3M
Morgan Stanley1,319,753$14.9M
JPMorgan Chase & Co1,289,962$14.2M
Northern Trust Corp928,745$10.5M
Millennium Management LLC793,352$8.95M
Van Eck Associates Corp734,244$8.28M
First Trust Advisors LP635,796$7.17M
Vanguard Fiduciary Trust Co580,288$6.55M
Dana Investment Advisors, Inc.573,022$6.46M
EMG Holdings, L.P.572,080$6.45M
Allianz Asset Management GmbH558,162$6.30M
Bank of New York Mellon Corp544,097$6.14M
Principal Financial Group Inc422,076$4.76M
Citigroup Inc407,487$4.60M
Bank of America Corp403,322$4.55M
UBS Group AG396,300$4.47M
Jupiter Asset Management Ltd360,001$4.06M
Public Sector Pension Investment Board299,628$3.38M
AQR Capital Management LLC266,644$3.01M
GraniteShares Advisors LLC222,004$2.50M
Legal & General Group Plc216,707$2.44M
Nuveen, LLC213,825$2.41M
Rhumbline Advisers209,697$2.37M
Quantinno Capital Management LP201,896$2.28M
Waterfall Asset Management, LLC199,682$2.25M
Mariner Investment Group LLC180,000$2.03M
Raymond James Financial Inc178,185$2.01M
Swiss National Bank174,600$1.97M
Ameriprise Financial Inc171,480$1.93M
UBS Asset Management Americas Inc160,070$1.81M
Barclays PLC156,585$1.77M
CI Private Wealth, LLC154,905$1.75M
LPL Financial LLC150,456$1.70M
Goldman Sachs Group Inc141,769$1.60M
Wells Fargo & Company139,941$1.58M
Penserra Capital Management LLC138,482$1.56M
Price T Rowe Associates Inc136,361$1.54M
New York State Teachers Retirement System132,184$1.49M
Guggenheim Capital LLC105,044$1.18M
XTX Topco Ltd103,589$1.17M
California State Teachers Retirement System100,196$1.13M
Simplex Trading, LLC100,055$1.13M
Deutsche Bank AG95,769$1.08M
Sharpepoint LLC94,760$1.07M
Alliancebernstein L.P.91,148$1.06M
Wedbush Securities Inc92,059$1.04M
Prudential Financial Inc91,606$1.03M
Collar Capital Management, LLC90,219$1.02M
Caxton Associates LLP84,064$948.2K
Angel Oak Capital Advisors, LLC81,182$915.7K
Nomura Asset Management International Inc.79,500$897.0K
LSV Asset Management79,500$897.0K
Russell Investments Group, Ltd.74,930$845.2K
Great West Life Assurance Co70,681$796.0K
CWM Advisors, LLC60,016$677.0K
Thrivent Financial for Lutherans57,263$646.0K
Gsa Capital Partners LLP56,335$635.0K
FMR LLC55,937$631.0K
Vanguard Asset Management, Ltd53,595$604.6K
Simplify Asset Management Inc.53,500$603.5K
MetLife Investment Management51,747$583.7K
Illinois Municipal Retirement Fund49,530$558.7K
Kestra Private Wealth Services, LLC48,760$550.0K
IMC-Chicago, LLC48,196$543.7K
Maridea Wealth Management LLC47,571$536.6K
Intech Investment Management LLC45,061$508.3K
State of Wisconsin Investment Board44,808$505.4K
Atom Investors LP44,277$499.4K
Jupiter Topco LLC40,883$461.4K
Optimize Financial Inc39,926$450.4K
Sound Capital Solutions LLC39,926$450.4K
Royal Bank of Canada38,398$432.0K
Squarepoint Ops LLC38,267$431.7K
Louisiana State Employees Retirement System38,200$430.9K
State of Tennessee, Treasury Department34,445$388.5K
Colony Group, LLC33,840$381.7K
Vanguard Global Advisers, LLC32,337$364.8K
Balyasny Asset Management LLC30,141$340.0K
Ausdal Financial Partners, Inc.29,412$331.8K
New York State Common Retirement Fund28,933$326.4K
State of Alaska, Department of Revenue28,718$323.0K
Commonwealth Equity Services, LLC27,963$315.4K
International Assets Investment Management, LLC26,500$297.6K
State Board of Administration of Florida Retirement System25,236$284.7K
Lido Advisors, LLC25,186$284.1K
Mercer Global Advisors Inc24,423$275.5K
Police & Firemen's Retirement System of New Jersey24,104$271.9K
Arizona State Retirement System24,010$270.8K
Amalgamated Bank23,461$265.0K
Zurcher Kantonalbank (Zurich Cantonalbank)22,991$259.3K