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, Q2 2026
Institutional positions in PennyMac Mortgage Investment Trust as of Jun 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
- Institutional holders
- 212
- −2 vs. Q1 2026
- Shares held
- 62.9M
- +5.12M (+8.9%) vs. Q1 2026
- Total value
- $708.7M
- +$35.2M (+5.2%) vs. Q1 2026
- New holders
- 31
- 77 more added
- Sold out
- 33
- 65 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding PennyMac Mortgage Investment Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Financial Management LLC | 46 | $519 | 0.00% | −50−52.1% | Reduced |
| West Financial Advisors, LLC | 42 | $477 | 0.00% | +1+2.4% | Added |
| Quarry LP | 37 | $417 | 0.00% | +37 | New |
| Signature Equity Partners, LLC | 34 | $384 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 22 | $248 | 0.00% | +22 | New |
| Gilpin Wealth Management, LLC | 20 | $226 | 0.00% | +20 | New |
| Ankerstar Wealth, LLC | 14 | $158 | 0.00% | +14 | New |
| IFP Advisors, Inc | 9 | $102 | 0.00% | −33−78.6% | Reduced |
| Elequin Capital LP | 7 | $79 | 0.00% | −66−90.4% | Reduced |
| Davis Capital Management | 5 | $56 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| Freestone Grove Partners LP | 1 | $11 | 0.00% | +1 | New |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −179,550−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −147,033−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −69,180−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −66,483−100.0% | Sold out |
| Spinnaker Investment Group, LLC | 0 | $0 | 0.00% | −47,628−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −45,814−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −44,789−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,807−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −34,682−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −24,103−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −19,188−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −16,683−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −15,647−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,443−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −14,930−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −13,180−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −12,684−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,463−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −11,899−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,708−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |