PennyMac Mortgage Investment Trust (PMT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

87,017,000Shares Outstanding

59,540,539Shares held by institutions

$706,150,793Value of institutional holdings

68.42%Institutional ownership %

1.13%Shares Changed QoQ

211No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

PennyMac Mortgage Investment Trust (NYSE:PMT) has 211 institutional investors with active 13F positions as of December 2025.

They owned 68.1% of outstanding stock in December 2025, up from 67.2% the prior quarter.
They increased total shares held in PennyMac Mortgage Investment Trust by 2.7% from the prior quarter, while the number of investors in PMT increased 4.46% year over year.
Activity in PMT broke down as 105 buyers, 73 sellers, and 33 unchanged among 211 total holders.
In total, institutional investors held 59.29Mn shares in PennyMac Mortgage Investment Trust as of December 2025, up by 1.56Mn shares quarter on quarter, and down 303.87K shares year over year.
BlackRock, Inc. leads ownership in PMT with 14.14Mn shares as of December 31, 2025, equal to 16.25% of outstanding shares.
The largest buyers of PennyMac Mortgage Investment Trust for the quarter ending December 2025 were T. Rowe Price Investment Management, Inc. (1.71Mn), Nuveen, LLC (721.79K), SG Americas Securities, LLC (495.7K), BlackRock, Inc. (300.25K), Goldman Sachs Group Inc (284.08K).
The biggest sellers of PennyMac Mortgage Investment Trust for the quarter ending December 2025 included Barclays Plc (1.53Mn), MILLENNIUM MANAGEMENT LLC (1.32Mn), MARSHALL WACE, LLP (360.14K), CITADEL ADVISORS LLC (290.44K), DARK FOREST CAPITAL MANAGEMENT LP (231.7K).
According to Business Quant data, leading holders of PMT for December 2025 are BlackRock, Inc. (14.14Mn), VANGUARD GROUP INC (9.27Mn), T. Rowe Price Investment Management, Inc. (7.66Mn), State Street Corp (3.32Mn), GEODE CAPITAL MANAGEMENT, LLC (2.11Mn), Invesco Ltd. (2.11Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (1.59Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.43Mn), Boston Partners (1.17Mn), Morgan Stanley (1.06Mn).

211 Institutional Holders

59,540,539 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	14,144,530	300,249	2.17%	$177,513,851.00
VANGUARD GROUP INC	31 Dec, 2025	9,274,157	-152,886	-1.62%	$116,390,671.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	7,657,389	1,711,597	28.79%	$96,101.00
State Street Corp	31 Dec, 2025	3,315,627	-51,771	-1.54%	$42,912,949.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,113,185	11,764	0.56%	$26,524,447.00
Invesco Ltd.	31 Dec, 2025	2,112,389	-92,195	-4.18%	$26,510,481.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	1,591,323	90,117	6.00%	$19,971,104.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,432,358	-7,155	-0.50%	$17,976,093.00
Boston Partners	31 Dec, 2025	1,174,932	-76,832	-6.14%	$14,901,108.00
Morgan Stanley	31 Dec, 2025	1,060,012	42,921	4.22%	$13,303,175.00
Nuveen, LLC	31 Dec, 2025	927,864	721,790	350.26%	$11,644,694.00
Northern Trust Corp	31 Dec, 2025	889,348	-42,001	-4.51%	$11,161,317.00
Jpmorgan Chase & Co	31 Dec, 2025	873,470	172,208	24.56%	$10,962,049.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	732,745	110,019	17.67%	$9,196.00
Bank of New York Mellon Corp	31 Dec, 2025	608,337	-12,240	-1.97%	$7,634,626.00
Barclays Plc	31 Dec, 2025	605,880	-1,528,016	-71.61%	$7,603,795.00
Allianz Asset Management GmbH	31 Dec, 2025	557,704	111	0.02%	$6,999,185.00
SG Americas Securities, LLC	31 Dec, 2025	526,950	495,704	1,586.46%	$6,613.00
Dana Investment Advisors, Inc.	31 Dec, 2025	524,661	-676	-0.13%	$6,584,496.00
MARSHALL WACE, LLP	31 Dec, 2025	508,877	-360,138	-41.44%	$6,386,406.00

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