PennyMac Mortgage Investment Trust - Common Stock (PMT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
PMT on NYSE
Shares outstanding
86,974,055
Price per share
$12.55
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
57,850,472
Total reported value
$709,338,513
% of total 13F portfolios
0%
Share change
-394,868
Value change
-$5,474,703
Number of holders
191
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PennyMac Mortgage Investment Trust - Common Stock (PMT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 16% $179,865,824 14,263,745 BlackRock, Inc. 31 Mar 2025

As of 30 Sep 2025, 191 institutional investors reported holding 57,850,472 shares of PennyMac Mortgage Investment Trust - Common Stock (PMT). This represents 67% of the company’s total 86,974,055 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PennyMac Mortgage Investment Trust - Common Stock (PMT) together control 59% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 13,844,281 -1.1% 0% $169,730,884
VANGUARD GROUP INC 11% 9,427,043 -2.4% 0% $115,575,547
T. Rowe Price Investment Management, Inc. 6.8% 5,945,792 +0.99% 0.04% $72,896,000
STATE STREET CORP 3.9% 3,367,398 -2.6% 0% $41,284,299
Invesco Ltd. 2.5% 2,204,584 +8.8% 0% $27,028,200
GEODE CAPITAL MANAGEMENT, LLC 2.4% 2,101,421 +0.23% 0% $25,767,524
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.7% 1,501,206 +7% 0.03% $18,404,786
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.7% 1,439,513 -3.3% 0% $17,648,429
MILLENNIUM MANAGEMENT LLC 1.5% 1,339,158 +42% 0.01% $16,418,077
Boston Partners 1.4% 1,251,764 +0.16% 0.02% $15,438,671
MORGAN STANLEY 1.2% 1,017,091 -15% 0% $12,469,548
BARCLAYS PLC 1.1% 992,581 +93% 0% $12,169,043
NORTHERN TRUST CORP 1.1% 931,349 -13% 0% $11,418,339
MARSHALL WACE, LLP 1% 869,015 +48% 0.01% $10,654,126
CITADEL ADVISORS LLC 0.9% 782,799 +30% 0.01% $9,597,116
VAN ECK ASSOCIATES CORP 0.72% 622,726 +2% 0.01% $7,635,000
Bank of New York Mellon Corp 0.71% 620,577 -13% 0% $7,608,270
Allianz Asset Management GmbH 0.64% 557,593 +0.04% 0.01% $6,836,090
Dana Investment Advisors, Inc. 0.6% 525,337 +10% 0.19% $6,440,632
PRINCIPAL FINANCIAL GROUP INC 0.48% 420,185 -2.6% 0% $5,151,468
JPMORGAN CHASE & CO 0.4% 350,631 -21% 0% $4,298,736
PUBLIC SECTOR PENSION INVESTMENT BOARD 0.39% 339,375 +14% 0.02% $4,160,738
RHUMBLINE ADVISERS 0.3% 259,255 -0.5% 0% $3,178,447
ROYAL BANK OF CANADA 0.29% 250,226 +13% 0% $3,068,000
UBS Group AG 0.29% 248,880 +34% 0% $3,051,269

Institutional Holders of PennyMac Mortgage Investment Trust - Common Stock (PMT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 741,955 $9,326,257 +$6,377,796 $12.55 16
2025 Q3 57,850,472 $709,338,513 -$5,474,703 $12.26 191
2025 Q2 58,195,127 $748,205,364 -$25,779,074 $12.86 198
2025 Q1 60,038,966 $879,164,202 +$38,126,689 $14.65 201
2024 Q4 57,415,191 $724,305,964 +$7,041,029 $12.59 200
2024 Q3 56,329,771 $802,783,415 -$10,062,927 $14.26 194
2024 Q2 56,858,915 $781,769,794 +$12,925,300 $13.75 197
2024 Q1 55,279,057 $810,926,546 -$29,520,964 $14.68 189
2023 Q4 58,173,047 $871,182,622 -$1,006,172 $14.95 193
2023 Q3 58,379,126 $723,889,709 -$6,377,409 $12.40 181
2023 Q2 58,815,624 $792,668,572 -$25,140,738 $13.48 174
2023 Q1 60,862,522 $750,422,547 -$9,580,044 $12.33 183
2022 Q4 61,704,034 $766,164,869 -$29,940,198 $12.39 194
2022 Q3 64,201,925 $756,411,398 -$39,490,644 $11.78 175
2022 Q2 63,073,364 $872,280,091 -$57,332,229 $13.83 196
2022 Q1 67,096,953 $1,132,411,774 -$31,122,706 $16.89 197
2021 Q4 68,947,346 $1,196,869,765 -$19,389,828 $17.33 196
2021 Q3 69,007,954 $1,359,156,376 +$3,936,228 $19.69 188
2021 Q2 68,679,722 $1,445,958,824 +$25,208,953 $21.06 198
2021 Q1 68,504,654 $1,342,749,935 -$50,212,588 $19.60 192
2020 Q4 71,424,198 $1,258,029,158 -$24,938,815 $17.59 201
2020 Q3 73,278,138 $1,177,707,304 -$48,269,859 $16.07 197
2020 Q2 76,040,533 $1,333,036,624 +$79,416,060 $17.53 178
2020 Q1 73,654,883 $782,129,631 -$45,753,810 $10.62 184
2019 Q4 73,388,423 $1,637,309,606 +$171,704,187 $22.29 219
2019 Q3 65,408,885 $1,454,083,577 +$191,434,567 $22.23 216
2019 Q2 56,827,741 $1,240,487,104 +$157,370,256 $21.83 211
2019 Q1 49,911,844 $1,033,731,541 +$107,681,978 $20.71 202
2018 Q4 44,740,863 $834,043,617 +$3,377,773 $18.62 179
2018 Q3 44,415,859 $898,854,218 +$30,390,559 $20.24 163
2018 Q2 43,991,561 $835,382,760 -$33,782,599 $18.99 160
2018 Q1 45,802,172 $824,474,127 +$89,675,816 $18.03 155
2017 Q4 40,968,485 $658,371,198 -$46,375,856 $16.07 134
2017 Q3 43,459,487 $755,760,373 -$14,553,446 $17.39 151
2017 Q2 44,266,863 $809,532,545 +$615,370 $18.29 154
2017 Q1 44,224,224 $784,946,698 +$114,918,509 $17.75 139
2016 Q4 43,816,104 $717,282,315 -$10,738,831 $16.37 152
2016 Q3 44,072,420 $686,093,332 +$7,497,223 $15.58 144
2016 Q2 43,591,575 $707,463,555 -$32,585,214 $16.23 148
2016 Q1 45,764,153 $624,391,019 -$48,125,852 $13.64 146
2015 Q4 48,655,142 $742,391,277 -$18,643,214 $15.26 158
2015 Q3 50,557,336 $782,311,948 -$49,509,092 $15.47 147
2015 Q2 52,802,231 $920,121,619 +$22,347,834 $17.43 158
2015 Q1 51,006,038 $1,086,251,105 +$50,132,181 $21.29 162
2014 Q4 48,697,886 $1,027,519,557 -$65,458,520 $21.09 172
2014 Q3 51,308,527 $1,099,734,099 -$21,965,403 $21.43 171
2014 Q2 52,251,477 $1,146,657,576 -$18,690,043 $21.94 182
2014 Q1 52,795,241 $1,261,465,866 +$76,516,251 $23.90 183