Security Snapshot

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

CUSIP: 70931T103

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

212

Shares (Excl. Options)

62,886,152

Price

$11.28

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Security type / class
Equity / Common Stock
Symbol
PMT on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
62,886,152
Latest holder snapshot 5 signals
Total 13F value
$708,693,236
Portfolio coverage rank
0%
Share change
+5,252,401
Value change
+$58,825,740
Number of holders
212
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
87,161,784
SEC-reported price per share
$9.48
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.
  • 212 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 215 to 212 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $674,027,431 to $708,693,236.

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 212 institutions filings for Q2 2026.

Open SEC evidence

Security key

70931T103

Latest holder period

Q2 2026

13F holders

212

13D/G owners

3

CIK / CUSIP context first

Open Q2 2026 holders PMT full holder history PennyMac Mortgage Investment Trust SEC filings PennyMac Mortgage Investment Trust company facts PennyMac Mortgage Investment Trust insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

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 30 Jun 2026, 212 institutional investors reported holding 62,886,152 shares of PennyMac Mortgage Investment Trust - Common Stock (PMT). This represents 72% 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
63%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 17% 14,569,469 +5.1% 0% $164,343,612
T. Rowe Price Investment Management, Inc. 7.3% 6,349,860 +17% 0.05% $71,627,000
VANGUARD PORTFOLIO MANAGEMENT LLC 5.8% 5,035,834 +1.7% 0% $56,804,208
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 3,840,860 +0.75% 0% $43,324,901
STATE STREET CORP 4.1% 3,547,189 +4.9% 0% $40,012,292
Invesco Ltd. 3.5% 3,062,070 +40% 0% $34,540,150
GEODE CAPITAL MANAGEMENT, LLC 2.6% 2,298,199 +3.8% 0% $25,928,355
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2% 1,709,618 +3.1% 0.02% $19,284,491
CITADEL ADVISORS LLC 1.9% 1,672,282 +91% 0.01% $18,863,341
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.7% 1,464,731 +0.68% 0% $16,522,166
Boston Partners 1.6% 1,384,525 -3.5% 0.01% $15,323,147
MORGAN STANLEY 1.5% 1,319,753 +20% 0% $14,886,828
JPMORGAN CHASE & CO 1.5% 1,289,962 +49% 0% $14,182,152
NORTHERN TRUST CORP 1.1% 928,745 +0.49% 0% $10,476,243
MILLENNIUM MANAGEMENT LLC 0.91% 793,352 +221% 0.01% $8,949,011
VAN ECK ASSOCIATES CORP 0.84% 734,244 -2.9% 0.01% $8,282,272
FIRST TRUST ADVISORS LP 0.73% 635,796 +56% 0% $7,171,778
VANGUARD FIDUCIARY TRUST CO 0.67% 580,288 +4.1% 0% $6,545,649
Dana Investment Advisors, Inc. 0.66% 573,022 -1.6% 0.17% $6,463,688
EMG Holdings, L.P. 0.66% 572,080 11% $6,453,062
Allianz Asset Management GmbH 0.64% 558,162 +0.05% 0.01% $6,296,067
Bank of New York Mellon Corp 0.62% 544,097 -7.6% 0% $6,137,416
PRINCIPAL FINANCIAL GROUP INC 0.48% 422,076 -0.21% 0% $4,761,018
CITIGROUP INC 0.47% 407,487 +31% 0% $4,596,453
BANK OF AMERICA CORP /DE/ 0.46% 403,322 -2.2% 0% $4,549,476

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 62,886,152 $708,693,236 +$58,825,740 $11.28 212
2026 Q1 57,814,961 $674,027,431 +$1,531,992 $11.66 215
2025 Q4 57,049,576 $717,467,938 -$10,014,127 $12.55 218
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
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