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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 18.99% institutional investors, 1.18% insiders, and 79.83% 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 6.09% of its assets in PennyMac Mortgage Investment Trust shares.

PMT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPennyMac Mortgage Investment Trust18.99%1.18%79.83%
SectorReal Estate Stocks 48.86%9.88%41.26%
IndustryMortgage REIT Stocks43.45%5.01%51.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock14.88M17.17%$204.64M
Blackrock funding, inc. /de13.86M15.92%$161.57M
Vanguard group9.27M10.66%$116.39M
T. rowe price investment management5.42M6.23%$63.18M
State street3.38M3.89%$39.44M
Geode capital management2.21M2.54%$25.81M
Invesco2.19M2.52%$25.59M
Mirae asset global etfs1.66M1.91%$19.33M
Charles schwab investment management1.45M1.67%$16.96M
Boston partners1.44M1.65%$16.83M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Longboard asset management, lp12.68K2.56%$147.90K
Graniteshares advisors192.95K1.62%$2.25M
Angel oak capital advisors81.18K1.05%$946.58K
Ldr capital management66.48K1.04%$775.19K
Collar capital management91.72K0.69%$1.07M
Mariner investment group180.00K0.61%$2.10M
Sharpepoint86.25K0.60%$1.01M
Optimize financial40.06K0.23%$467.16K
Dana investment advisors582.43K0.20%$6.79M
Mallini complete financial planning18.87K0.17%$220.06K

Top Buyers

HolderShares% AssetsChange
Royal bank of canada642.15K0.00%601.23K
Vanguard fiduciary trust557.66K0.00%557.66K
Norges bank414.01K0.00%414.01K
Citadel advisors877.24K0.00%384.88K
Shaolin capital management346.50K0.13%346.50K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---643.25K
Marshall wace, llp---508.88K
Barclays159.79K0.00%-446.09K
K2 principal fund---409.61K
Nuveen523.57K0.00%-404.30K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust557.66K0.00%557.66K$6.50M
Norges bank414.01K0.00%414.01K$5.21M
Shaolin capital management346.50K0.13%346.50K$4.76B
Mariner investment group180.00K0.61%180.00K$2.10M
Iii capital management100.00K0.06%100.00K$1.38M

Sold Out

HolderChange
Mendota financial group-5.00
Transamerica financial advisors-7.00
Srs capital advisors-16.00
True wealth design-18.00
Tradewinds capital management-20.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026113-49.33%16,523,423-71.04%180.44%47-57.27%44-41.33%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.31M6.09%1.37K
T. Rowe Price Small-Cap Value2.92M3.36%-
Vanguard US Total Market Shares ETF2.75M3.16%-
Vanguard Total Stock Mkt Idx Inv2.75M3.15%-
iShares Russell 2000 ETF2.20M2.52%43.28K
Vanguard Small Cap Index2.00M2.30%-8.66K
T. Rowe Price U.S. SC Value Eq Tr-Z1.98M2.28%90.22K
T. Rowe Price U.S. SC Value Eq Tr-D1.92M2.21%-9.63K
Fuh Hwa FTSE Mortgage REITs ETF1.74M2.00%177.87K
Vanguard Small Cap Value Index Inv1.29M1.48%11.95K

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
2026 Q12-
2025 Q43-
2025 Q33-
2025 Q23-
2025 Q121

PMT Ownership FAQ

Who Owns PennyMac Mortgage Investment Trust?

PennyMac Mortgage Investment Trust shareholders are primarily institutional investors at 18.99%, followed by 1.18% insiders and 79.83% retail investors. The average institutional ownership in PennyMac Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 43.45%, which PennyMac Mortgage Investment Trust falls below.

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 (13.86M shares, 15.92%), and Vanguard group (9.27M shares, 10.66%). Together, they hold 43.75% 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?

Longboard asset management, lp is PennyMac Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested, with 2.56% of its assets in 12.68K PennyMac Mortgage Investment Trust shares, valued at 147.9K$.

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 6.09% of its total shares outstanding invested in 5.31M PennyMac Mortgage Investment Trust shares.

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