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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 49.05% institutional investors, 0.99% insiders, and 49.96% 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 5.95% of its assets in PennyMac Mortgage Investment Trust shares.

PMT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPennyMac Mortgage Investment Trust49.05%0.99%49.96%
SectorReal Estate Stocks 42.56%9.05%48.39%
IndustryMortgage REIT Stocks26.66%5.00%68.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock14.88M17.17%$204.64M
Blackrock funding, inc. /de14.14M16.25%$177.51M
Vanguard group9.27M10.66%$116.39M
T. rowe price investment management5.95M6.83%$72.90M
State street3.37M3.87%$41.28M
Invesco2.20M2.53%$27.03M
Geode capital management2.11M2.43%$26.52M
Mirae asset global etfs1.50M1.73%$18.40M
Charles schwab investment management1.44M1.65%$17.65M
Boston partners1.25M1.44%$15.44M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Graniteshares advisors215.03K1.64%$2.70M
Angel oak capital advisors81.18K1.48%$1.02M
Longboard asset management, lp12.68K1.01%$159.18K
Collar capital management90.61K0.76%$1.14M
Sharpepoint72.11K0.54%$905.03K
Ldr capital management18.89K0.33%$237.03K
Optimize financial36.35K0.23%$456.19K
Dana investment advisors524.66K0.19%$6.58M
Mallini complete financial planning18.77K0.19%$235.50K
Shaolin capital management346.50K0.13%$4.76B

Top Buyers

HolderShares% AssetsChange
Nuveen927.86K0.00%721.79K
Jpmorgan chase873.47K0.00%522.84K
Sg americas securities526.95K0.01%495.70K
Norges bank414.01K0.00%414.01K
Shaolin capital management346.50K0.13%346.50K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---643.25K
K2 principal fund---409.61K
Victory capital management13.86K0.00%-402.94K
Barclays605.88K0.00%-386.70K
Wolverine asset management---251.13K

New Positions

HolderShares% AssetsChangeValue
Norges bank414.01K0.00%414.01K$5.21M
Shaolin capital management346.50K0.13%346.50K$4.76B
Iii capital management100.00K0.06%100.00K$1.38M
Sharpepoint72.11K0.54%72.11K$905.03K
Jupiter asset management69.05K0.01%69.05K$866.55K

Sold Out

HolderChange
Elequin securities-1.00
Mendota financial group-5.00
Tradewinds capital management-20.00
Huntington national bank-22.00
Stephens consulting-25.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025157-25.59%42,682,414-26.22%491.11%76-26.21%54-15.63%
Sep 30, 2025142-30.73%40,449,462-27.63%461.13%68-19.05%49-33.78%
Jun 30, 2025212-1.40%58,063,566-3.09%661.40%85-15.00%7919.70%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.18M5.95%-
T. Rowe Price Small-Cap Value3.29M3.78%-7.54K
Vanguard US Total Market Shares ETF2.75M3.16%-
Vanguard Total Stock Mkt Idx Inv2.72M3.13%-60.42K
iShares Russell 2000 ETF2.14M2.46%-
Vanguard Small Cap Index2.12M2.44%-2.23K
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 Small Cap Value Index Inv1.36M1.57%6.35K

Recent Insider Transactions

DateNameRoleActivityValue
Jan 23, 2026Lynch Catherine A.-Buy$10.11K
Jan 23, 2026Lynch Catherine A.-Buy$9.10K
Nov 17, 2025SPECTOR DAVID Chairman and CEOBuy$124.00K
Oct 24, 2025Lynch Catherine A.-Buy$9.81K
Oct 24, 2025Lynch Catherine A.-Buy$8.82K

Insider Transactions Trends

DateBuySell
2025 Q43-
2025 Q33-
2025 Q23-
2025 Q121
2024 Q42-

PMT Ownership FAQ

Who Owns PennyMac Mortgage Investment Trust?

PennyMac Mortgage Investment Trust shareholders are primarily institutional investors at 49.05%, followed by 0.99% insiders and 49.96% retail investors. The average institutional ownership in PennyMac Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 26.66%, 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 (14.14M shares, 16.25%), and Vanguard group (9.27M shares, 10.66%). Together, they hold 44.08% 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 1.64% of its assets in 215.03K PennyMac Mortgage Investment Trust shares, valued at 2.7M$.

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 5.95% of its total shares outstanding invested in 5.18M PennyMac Mortgage Investment Trust shares.

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