Security Snapshot

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

CUSIP: 70931T103

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

215

Shares (Excl. Options)

57,815,601

Price

$11.66

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+227,661
Value change
+$1,726,003
Number of holders
215
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
87,161,784
SEC-reported price per share
$10.78
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • PMT - PennyMac Mortgage Investment Trust - Common Stock is tracked under CUSIP 70931T103.
  • 215 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 217 to 215 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $717,462,541 to $674,034,895.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 215 institutions filings for Q1 2026.

Open SEC evidence

Security key

70931T103

Latest holder period

Q1 2026

13F holders

215

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
PMT
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
VANGUARD PORTFOLIO MANAGEMENT LLC 5.7% $58,127,304 4,985,189 Vanguard Portfolio Management 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC 5.1% $51,831,627 4,445,251 Vanguard Capital Management 31 Mar 2026

As of 31 Mar 2026, 215 institutional investors reported holding 57,815,601 shares of PennyMac Mortgage Investment Trust - Common Stock (PMT). This represents 66% of the company’s total 87,161,784 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
57%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 13,856,432 -2% 0% $161,565,999
T. Rowe Price Investment Management, Inc. 6.2% 5,418,751 -1.7% 0.04% $63,183,000
VANGUARD PORTFOLIO MANAGEMENT LLC 5.7% 4,951,620 0% 0% $57,735,889
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 3,812,328 0% 0% $44,451,744
STATE STREET CORP 3.9% 3,382,272 +2% 0% $39,437,292
GEODE CAPITAL MANAGEMENT, LLC 2.5% 2,213,348 +4.7% 0% $25,812,069
Invesco Ltd. 2.5% 2,194,497 +3.9% 0% $25,587,835
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.9% 1,658,125 +4.2% 0.03% $19,333,738
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.7% 1,454,818 +1.6% 0% $16,963,178
Boston Partners 1.6% 1,435,182 +22% 0.02% $16,825,175
MORGAN STANLEY 1.3% 1,102,979 +4.1% 0% $12,860,738
NORTHERN TRUST CORP 1.1% 924,203 +3.9% 0% $10,776,207
CITADEL ADVISORS LLC 1% 877,235 +78% 0.01% $10,228,560
JPMORGAN CHASE & CO 0.99% 864,821 -0.99% 0% $9,815,720
VAN ECK ASSOCIATES CORP 0.87% 755,913 +3.2% 0.01% $8,814,000
ROYAL BANK OF CANADA 0.74% 642,149 +1469% 0% $7,488,000
Bank of New York Mellon Corp 0.68% 588,544 -3.3% 0% $6,862,420
Dana Investment Advisors, Inc. 0.67% 582,434 +11% 0.2% $6,791,180
Allianz Asset Management GmbH 0.64% 557,904 +0.04% 0.01% $6,505,161
VANGUARD FIDUCIARY TRUST CO 0.64% 557,659 0% 0% $6,502,304
Nuveen, LLC 0.6% 523,566 -44% 0% $6,104,780
PRINCIPAL FINANCIAL GROUP INC 0.49% 422,973 +2% 0% $4,931,865
BANK OF AMERICA CORP /DE/ 0.47% 412,512 +154% 0% $4,809,891
FIRST TRUST ADVISORS LP 0.47% 408,785 +390% 0% $4,766,432
JUPITER ASSET MANAGEMENT LTD 0.46% 404,873 +486% 0.03% $4,720,819

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 57,815,601 $674,034,895 +$1,726,003 $11.66 215
2025 Q4 57,049,146 $717,462,541 -$10,014,127 $12.55 217
2025 Q3 57,850,777 $709,342,252 -$5,032,131 $12.26 192
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
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