PennyMac Mortgage Investment Trust PMT Institutional Ownership

NYSE PMT

$6.85 -0.06 (-0.87%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

213 Institutions

Increased 109 51.2%

Unchanged 40 18.8%

Reduced 64 30.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

72.11%

▲+5.80 pp QoQ

Shares Held by Institutions

62.88Mn

of 87.20Mn outstanding

▲+8.76% QoQ

Shares Outstanding

87.20Mn

24.32Mn held outside 13F filers

Institutional Investors

213

filed 13F for Jun 2026

▼-4 vs prior quarter

Net Shares Added (QoQ)

+5.06Mn

accumulated since last quarter

Value of Holdings

$434.50Mn

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

Updated Oct 11, 2026

PennyMac Mortgage Investment Trust (NYSE:PMT) counted 213 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Together they owned 72.11% of the outstanding stock in Q2 2026, up from 66.31% a quarter earlier.
Total shares held in PMT rose 8.76% from Q1 2026; the number of holders rose 8.67% from Q2 2025.
Of the 213 holders of PMT in Q2 2026, 109 added to their positions, 64 reduced their stakes and 40 left their positions unchanged.
The aggregate institutional position in PennyMac Mortgage Investment Trust was 62.88Mn shares at the end of Q2 2026, up 5.06Mn from the prior quarter and up 6.49Mn from a year earlier.
BlackRock, Inc. led 13F holders of PMT with 14.57Mn shares as of June 30, 2026, or 16.71% of shares outstanding.
Holders that added the most shares of PennyMac Mortgage Investment Trust in Q2 2026 were T. Rowe Price Investment Management, Inc. (+931.11K shares), Invesco Ltd. (+867.57K shares), Citadel Advisors LLC (+795.05K shares), BlackRock, Inc. (+713.04K shares) and Millennium Management LLC (+545.84K shares).
The largest position reductions in PMT for Q2 2026 were by Royal Bank of Canada (-603.75K shares), Nuveen, LLC (-309.74K shares), BNP Paribas Financial Markets (-229.75K shares), SG Americas Securities, LLC (-129.13K shares) and Goldman Sachs Group Inc (-101.2K shares).
Business Quant data shows the 10 biggest positions in PennyMac Mortgage Investment Trust as of Q2 2026 were held by BlackRock, Inc. (14.57Mn shares), T. Rowe Price Investment Management, Inc. (6.35Mn shares), Vanguard Portfolio Management LLC (5.04Mn shares), Vanguard Capital Management LLC (3.84Mn shares), State Street Corp (3.55Mn shares), Invesco Ltd. (3.06Mn shares), Geode Capital Management, LLC (2.3Mn shares), Mirae Asset Global ETFS Holdings Ltd. (1.71Mn shares), Citadel Advisors LLC (1.67Mn shares) and Charles Schwab Investment Management Inc (1.46Mn shares).

Form 13F Holdings

213 Institutional Holders

Report period 30 Jun, 2026

Total shares held 62.88Mn

Of outstanding 72.11%

#	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
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
20	EMG Holdings, L.P.	0001478394	572,080	0.66%	▲572,080	0.00%	$6.45Mn

Showing 1 to 20 of 213 holders