PennyMac Mortgage Investment Trust PMT Institutional Ownership

NYSE PMT

$9.62 -0.02 (-0.21%)

As of: Sep 8, 2026 · 3:59 PM EDT

Institutions by Trading Activity

215 Institutions

Increased 111 51.6%

Unchanged 40 18.6%

Reduced 64 29.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

73.81%

▲+7.37 pp QoQ

Shares Held by Institutions

64.36Mn

of 87.20Mn outstanding

▲+13.08% QoQ

Shares Outstanding

87.20Mn

22.84Mn held outside 13F filers

Institutional Investors

215

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

+7.44Mn

accumulated since last quarter

Value of Holdings

$620.43Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

PennyMac Mortgage Investment Trust (NYSE:PMT) is held by 215 institutional investors per 13F filings through June 2026.

They owned 73.8% of outstanding stock in June 2026, up from 66.4% the prior quarter.
They increased total shares held in PennyMac Mortgage Investment Trust by 13.08% from the prior quarter, while the number of investors in PMT increased 9.14% year over year.
Activity in PMT broke down as 111 buyers, 64 sellers, and 40 unchanged among 215 total holders.
Combined, these investors held 64.36Mn shares in PMT for June 2026, up by 7.44Mn shares quarter on quarter, and up 5.37Mn shares year over year.
BlackRock, Inc. holds the largest position in PMT at 14.57Mn shares as of June 30, 2026, or 16.71% of shares outstanding.
Leading buyers of PennyMac Mortgage Investment Trust shares for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (1.46Mn), T. Rowe Price Investment Management, Inc. (931.11K), Invesco Ltd. (867.57K), CITADEL ADVISORS LLC (795.05K), BlackRock, Inc. (713.04K).
Leading sellers of PennyMac Mortgage Investment Trust shares for the quarter ending June 2026 were Royal Bank Of Canada (603.75K), Nuveen, LLC (309.74K), BNP PARIBAS FINANCIAL MARKETS (229.75K), SG Americas Securities, LLC (129.13K), Goldman Sachs Group Inc (101.2K).
Per Business Quant, the top 10 investors in PMT for the quarter ending June 2026 include BlackRock, Inc. (14.57Mn), T. Rowe Price Investment Management, Inc. (6.35Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (5.04Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.84Mn), State Street Corp (3.55Mn), Invesco Ltd. (3.06Mn), GEODE CAPITAL MANAGEMENT, LLC (2.3Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (1.71Mn), CITADEL ADVISORS LLC (1.67Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.46Mn).

Form 13F Holdings

215 Institutional Holders

Report period 30 Jun, 2026

Total shares held 64.36Mn

Of outstanding 73.81%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	14,569,469	16.71%	▲713,037	+5.15%	$164.34Mn
2	T. Rowe Price Investment Management, Inc.	0001897612	6,349,860	7.28%	▲931,109	+17.18%	$71.63K
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	5,035,834	5.77%	▲84,214	+1.70%	$56.80Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,840,860	4.40%	▲28,532	+0.75%	$43.32Mn
5	State Street Corp	0000093751	3,547,189	4.07%	▲164,917	+4.88%	$40.01Mn
6	Invesco Ltd.	0000914208	3,062,070	3.51%	▲867,573	+39.53%	$34.54Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,298,199	2.64%	▲84,851	+3.83%	$25.93Mn
8	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	1,709,618	1.96%	▲51,493	+3.11%	$19.28Mn
9	CITADEL ADVISORS LLC	0001423053	1,672,282	1.92%	▲795,047	+90.63%	$18.86Mn
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,464,731	1.68%	▲9,913	+0.68%	$16.52Mn
10	Sixth Street Partners Management Company, L.P.	0001812095	1,464,731	1.68%	▲1,464,731	0.00%	$16.52Mn
11	Boston Partners	0001386060	1,384,525	1.59%	▼50,657	-3.53%	$15.32Mn
12	Morgan Stanley	0000895421	1,319,753	1.51%	▲216,773	+19.65%	$14.89Mn
13	Jpmorgan Chase & Co	0000019617	1,289,962	1.48%	▲425,141	+49.16%	$14.18Mn
14	Northern Trust Corp	0000073124	928,745	1.07%	▲4,542	+0.49%	$10.48Mn
15	MILLENNIUM MANAGEMENT LLC	0001273087	793,352	0.91%	▲545,841	+220.53%	$8.95Mn
16	VAN ECK ASSOCIATES CORP	0000869178	734,244	0.84%	▼21,669	-2.87%	$8.28Mn
17	FIRST TRUST ADVISORS LP	0001125816	635,796	0.73%	▲227,011	+55.53%	$7.17Mn
18	VANGUARD FIDUCIARY TRUST CO	0000933478	580,288	0.67%	▲22,629	+4.06%	$6.55Mn
19	Dana Investment Advisors, Inc.	0001427514	573,022	0.66%	▼9,412	-1.62%	$6.46Mn

Showing 1 to 20 of 215 holders