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

Q4 2025

Institutions Reporting

215

Shares (Excl. Options)

57,048,094

Price

$12.55

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Type / Class
Equity / Common Stock
Symbol
PMT on NYSE
Shares outstanding
87,161,784
Price per share
$11.89
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
57,048,094
Total reported value
$717,449,449
% of total 13F portfolios
0%
Share change
-806,694
Value change
-$10,012,520
Number of holders
215
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • PMT - PennyMac Mortgage Investment Trust - Common Stock is tracked under CUSIP 70931T103.
  • 215 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 215 to 95 between Q4 2025 and Q1 2026.
  • Reported value moved from $717,449,449 to $160,461,237.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 215 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 70931T103?
CUSIP 70931T103 identifies PMT - PennyMac Mortgage Investment Trust - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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
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 Dec 2025, 215 institutional investors reported holding 57,048,094 shares of PennyMac Mortgage Investment Trust - Common Stock (PMT). This represents 65% of the company’s total 87,161,784 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PennyMac Mortgage Investment Trust - Common Stock (PMT) together control 58% 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% 14,144,530 +2.2% 0% $177,513,851
VANGUARD GROUP INC 11% 9,274,157 -1.6% 0% $116,390,671
T. Rowe Price Investment Management, Inc. 6.3% 5,509,744 -7.3% 0.04% $69,148,000
STATE STREET CORP 3.8% 3,315,627 -1.5% 0% $42,912,949
GEODE CAPITAL MANAGEMENT, LLC 2.4% 2,113,185 +0.56% 0% $26,524,447
Invesco Ltd. 2.4% 2,112,389 -4.2% 0% $26,510,481
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.8% 1,591,323 +6% 0.03% $19,971,104
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.6% 1,432,358 -0.5% 0% $17,976,093
Boston Partners 1.3% 1,174,932 -6.1% 0.02% $14,901,108
MORGAN STANLEY 1.2% 1,060,012 +4.2% 0% $13,303,175
Nuveen, LLC 1.1% 927,864 +350% 0% $11,644,694
NORTHERN TRUST CORP 1% 889,348 -4.5% 0% $11,161,317
JPMORGAN CHASE & CO 1% 873,470 +149% 0% $10,962,049
VAN ECK ASSOCIATES CORP 0.84% 732,745 +18% 0.01% $9,196,000
Bank of New York Mellon Corp 0.7% 608,337 -2% 0% $7,634,626
BARCLAYS PLC 0.7% 605,880 -39% 0% $7,603,795
Allianz Asset Management GmbH 0.64% 557,704 +0.02% 0.01% $6,999,185
SG Americas Securities, LLC 0.6% 526,950 +1586% 0.01% $6,613,000
Dana Investment Advisors, Inc. 0.6% 524,661 -0.13% 0.19% $6,584,496
MARSHALL WACE, LLP 0.58% 508,877 -41% 0.01% $6,386,406
CITADEL ADVISORS LLC 0.56% 492,357 -37% 0% $6,179,080
PRINCIPAL FINANCIAL GROUP INC 0.48% 414,739 -1.3% 0% $5,204,974
TWO SIGMA INVESTMENTS, LP 0.39% 337,851 +511% 0.01% $4,240,030
INTECH INVESTMENT MANAGEMENT LLC 0.36% 315,415 +319% 0.04% $3,958,458
PUBLIC SECTOR PENSION INVESTMENT BOARD 0.35% 301,535 -11% 0.01% $3,784,264

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
2026 Q1 13,761,561 $160,461,237 -$14,633,087 $11.66 95
2025 Q4 57,048,094 $717,449,449 -$10,012,520 $12.55 215
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
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
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