​

PennyMac Mortgage Investment Trust Ownership | Who Owns PennyMac Mortgage Investment Trust?

OverviewForecastRevenueFinancialsChartTranscripts

PennyMac Mortgage Investment Trust Ownership Summary

PennyMac Mortgage Investment Trust is owned by 68.84% institutional investors, 0.97% insiders, and 30.20% retail investors. Blackrock is the largest institutional shareholder, holding 17.17% of PMT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.97% of its assets in PennyMac Mortgage Investment Trust shares.

PMT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPennyMac Mortgage Investment Trust68.84%0.97%30.20%
SectorReal Estate Stocks 65.81%8.99%25.20%
IndustryMortgage REIT Stocks46.35%5.04%48.61%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock14.88M17.17%$204.64M
Blackrock funding, inc. /de14.00M16.09%$180.07M
Vanguard group9.59M11.04%$120.78M
T. rowe price investment management5.89M6.77%$75.71M
State street3.40M3.92%$46.72M
Invesco2.17M2.50%$27.37M
Geode capital management2.01M2.32%$25.37M
Charles schwab investment management1.52M1.75%$19.14M
Morgan stanley1.31M1.51%$17.99M
Northern trust876.09K1.01%$12.05M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Graniteshares advisors221.99K1.75%$2.85M
Angel oak capital advisors94.18K1.71%$1.21M
Prevail innovative wealth advisors183.00K0.53%$2.35M
Axs investments79.35K0.42%$1.02M
Dana investment advisors476.72K0.20%$6.13M
Samalin investment counsel29.16K0.14%$374.98K
Shaolin capital management346.50K0.13%$4.76B
Motiv8 investments10.73K0.08%$137.99K
Alphacore capital23.80K0.08%$327.26K
Iii capital management100.00K0.06%$1.38M

Top Buyers

HolderShares% AssetsChange
Invesco2.17M0.01%1.36M
Norges bank414.01K0.00%414.01K
Shaolin capital management346.50K0.13%346.50K
Ubs group389.05K0.00%251.17K
Goldman sachs group853.06K0.00%203.89K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase496.59K0.00%-722.62K
Blackrock funding, inc. /de14.00M0.00%-695.95K
Mirae asset global investments---643.25K
Ieq capital11.13K0.00%-510.62K
K2 principal fund---409.61K

New Positions

HolderShares% AssetsChangeValue
Norges bank414.01K0.00%414.01K$5.21M
Shaolin capital management346.50K0.13%346.50K$4.76B
Renaissance169.90K0.00%169.90K$2.14M
Tudor investment corp et al166.98K0.00%166.98K$2.15M
Kestra advisory services160.00K0.01%160.00K$2.01M

Sold Out

HolderChange
Mendota financial group-5.00
True wealth design-14.00
Tradewinds capital management-20.00
Srs capital advisors-23.00
Stephens consulting-25.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2025212-0.93%59,824,7754.22%681.57%100-7.41%65-1.52%
Dec 31, 2024125-39.90%40,150,350-28.50%461.11%63-30.00%40-45.21%
Sep 30, 2024207-1.90%56,148,363-1.30%641.51%89-23.93%7330.36%
Jun 30, 20242082.97%56,868,2152.93%651.61%11529.21%56-18.84%
Mar 31, 2024202-0.49%55,251,305-4.96%632.33%89-19.09%697.81%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.19M5.97%858.00
T. Rowe Price Small-Cap Value3.30M3.79%-3.86K
Vanguard Total Stock Mkt Idx Inv2.78M3.20%-
Vanguard US Total Market Shares ETF2.75M3.16%-
Vanguard Small Cap Index2.13M2.44%-62.86K
iShares Russell 2000 ETF2.10M2.41%-39.80K
T. Rowe Price U.S. SC Value Eq Tr-D1.99M2.29%9.37K
T. Rowe Price U.S. SC Value Eq Tr-Z1.98M2.28%90.22K
Fuh Hwa FTSE Mortgage REITs ETF1.74M2.00%177.87K
Vanguard Institutional Extnd Mkt Idx Tr1.36M1.56%5.53K

Recent Insider Transactions

DateNameRoleActivityValue
Jul 25, 2025Lynch Catherine A.-Buy$9.50K
Jul 25, 2025Lynch Catherine A.-Buy$7.45K
Apr 25, 2025Lynch Catherine A.-Buy$6.10K
Apr 25, 2025Lynch Catherine A.-Buy$9.20K
Apr 24, 2025Lynch Catherine A.-Buy$34.97K

Insider Transactions Trends

DateBuySell
2025 Q121
2024 Q42-
2024 Q351
2024 Q22-
2024 Q115

PMT Ownership FAQ

Who Owns PennyMac Mortgage Investment Trust?

PennyMac Mortgage Investment Trust shareholders are primarily institutional investors at 68.84%, followed by 0.97% insiders and 30.19% retail investors. The average institutional ownership in PennyMac Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 46.35%, which PennyMac Mortgage Investment Trust exceeds.

Who owns the most shares of PennyMac Mortgage Investment Trust?

PennyMac Mortgage Investment Trust’s largest shareholders are Blackrock (14.88M shares, 17.17%), Blackrock funding, inc. /de (14M shares, 16.09%), and Vanguard group (9.59M shares, 11.04%). Together, they hold 44.30% of PennyMac Mortgage Investment Trust’s total shares outstanding.

Does Blackrock own PennyMac Mortgage Investment Trust?

Yes, BlackRock owns 17.17% of PennyMac Mortgage Investment Trust, totaling 14.88M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 204.64M$. In the last quarter, BlackRock decreased its holdings by -172K shares, a -1.14% change.

Who is PennyMac Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested?

Graniteshares advisors is PennyMac Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested, with 1.75% of its assets in 221.99K PennyMac Mortgage Investment Trust shares, valued at 2.85M$.

Who is the top mutual fund holder of PennyMac Mortgage Investment Trust shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of PennyMac Mortgage Investment Trust shares, with 5.97% of its total shares outstanding invested in 5.19M PennyMac Mortgage Investment Trust shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools