PennyMac Mortgage Investment Trust

PMT

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001464423

SEC filings (opens in a new tab)

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 classesPMTU PMTV PMTW PMT.PA PMT.PB PMT.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

Value held

Institutions holding PMT and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Amalgamated Bank	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	–	–	–	–	Not filed
Mangrove Partners	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
Mallini Complete Financial Planning LLC	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
STRS Ohio	–	–	–	–	Not filed
Samalin Investment Counsel, LLC	–	–	–	–	Not filed
CIBC World Markets Inc.	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Advocate Investing Services LLC	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Empowered Funds, LLC	–	–	–	–	Not filed
AlphaCore Capital LLC	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
J.W. Cole Advisors, Inc.	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
Westbourne Investments, Inc.	–	–	–	–	Not filed
Maryland State Retirement & Pension System	–	–	–	–	Not filed
ProShare Advisors LLC	–	–	–	–	Not filed
Stonebridge Financial Group, LLC	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
one8zero8, LLC	–	–	–	–	Not filed
Essex Financial Services, Inc.	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
SEI Investments Co	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Orographic Financial Advisors, LLC	–	–	–	–	Not filed
Group One Trading, L.P.	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Fulcrum Asset Management LLP	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
Newbridge Financial Services Group, Inc.	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Rialto Wealth Management, LLC	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
Kerr Financial Planning Corp	–	–	–	–	Not filed
Harbor Capital Advisors, Inc.	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
High Point Wealth Management, LLC	–	–	–	–	Not filed
Optiver Holding B.V.	–	–	–	–	Not filed
Gill Capital Partners, LLC	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Lodestone Wealth Management LLC	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
Basecamp Wealth Advisors LLC	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Whittier Trust Co	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
IMA Wealth, Inc.	–	–	–	–	Not filed
High Note Wealth, LLC	–	–	–	–	Not filed
Compass Financial Management LLC	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Philadelphia Investment Partners, LLC	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Retirement Wealth Solutions LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed