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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 46.49% institutional investors, 0.97% insiders, and 52.54% 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 Trust46.49%0.97%52.54%
SectorReal Estate Stocks 49.25%9.14%41.62%
IndustryMortgage REIT Stocks32.29%4.95%62.75%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock14.88M17.17%$204.64M
Blackrock funding, inc. /de13.84M15.91%$169.73M
Vanguard group9.43M10.83%$115.58M
T. rowe price investment management5.95M6.83%$72.90M
State street3.37M3.87%$41.28M
Invesco2.20M2.53%$27.03M
Geode capital management2.10M2.42%$25.77M
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 advisors243.42K1.73%$2.98M
Angel oak capital advisors94.18K0.91%$1.15M
Collar capital management89.52K0.77%$1.10M
Prevail innovative wealth advisors180.45K0.43%$2.21M
Longboard asset management, lp12.68K0.25%$155.51K
Optimize financial35.83K0.23%$439.28K
Dana investment advisors525.34K0.19%$6.44M
Mallini complete financial planning18.66K0.19%$228.72K
Shaolin capital management346.50K0.13%$4.76B
Samalin investment counsel26.68K0.11%$327.09K

Top Buyers

HolderShares% AssetsChange
Barclays992.58K0.00%478.95K
Norges bank414.01K0.00%414.01K
Shaolin capital management346.50K0.13%346.50K
Marshall wace, llp869.01K0.01%283.57K
Invesco2.20M0.00%178.83K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---643.25K
K2 principal fund---409.61K
Victory capital management13.86K0.00%-402.94K
Ubs asset management americas---266.45K
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
Brevan howard capital management lp47.47K0.00%47.47K$581.92K
Nomura45.88K0.00%45.88K$577.63K

Sold Out

HolderChange
Elequin securities-1.00
Mendota financial group-5.00
Tradewinds capital management-20.00
Stephens consulting-25.00
Coppell advisory solutions-31.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 2024207-1.90%56,148,363-1.30%641.51%89-23.93%7330.36%

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
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
Sep 22, 2025Lynch Catherine A.-Buy$33.93K
Jul 25, 2025Lynch Catherine A.-Buy$9.50K

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 46.49%, followed by 0.97% insiders and 52.54% retail investors. The average institutional ownership in PennyMac Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 32.29%, 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 (13.84M shares, 15.91%), and Vanguard group (9.43M shares, 10.83%). Together, they hold 43.91% 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 1.73% of its assets in 243.42K PennyMac Mortgage Investment Trust shares, valued at 2.98M$.

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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