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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 73.72% institutional investors, 1.19% insiders, and 25.09% 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 Trust73.72%1.19%25.09%
SectorReal Estate Stocks 73.23%9.77%17.00%
IndustryMortgage REIT Stocks53.22%6.74%40.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock14.88M17.17%$204.64M
Blackrock funding, inc. /de14.57M16.73%$164.34M
Vanguard group9.27M10.66%$116.39M
T. rowe price investment management6.35M7.29%$71.63M
Vanguard capital management3.84M4.41%$43.32M
State street3.55M4.07%$40.01M
Invesco3.06M3.52%$34.54M
Geode capital management2.30M2.64%$25.93M
Mirae asset global etfs1.71M1.96%$19.28M
Citadel advisors1.67M1.92%$18.86M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Emg572.08K5.15%$6.45M
Beach point capital management lp850.48K2.93%$6.70M
Graniteshares advisors311.61K1.61%$2.46M
Waterfall asset management199.68K1.38%$2.25M
Angel oak capital advisors81.18K1.16%$915.73K
Sharpepoint94.76K0.54%$1.07M
Mariner investment group180.00K0.44%$2.03M
Collar capital management90.31K0.43%$711.68K
Optimize financial40.06K0.23%$467.16K
Dana investment advisors573.02K0.17%$6.46M

Top Buyers

HolderShares% AssetsChange
Sixth street partners management company1.46M0.00%1.46M
T. rowe price investment management6.35M0.05%931.11K
Invesco3.06M0.00%867.57K
Beach point capital management lp850.48K2.93%850.48K
Citadel advisors1.67M0.00%795.05K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---643.25K
Royal bank of canada38.40K0.00%-603.75K
Marshall wace, llp---508.88K
K2 principal fund---409.61K
Nuveen213.82K0.00%-309.74K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company1.46M0.00%1.46M$16.52M
Beach point capital management lp850.48K2.93%850.48K$6.70M
Emg572.08K5.15%572.08K$6.45M
Norges bank414.01K0.00%414.01K$5.21M
Shaolin capital management346.50K0.13%346.50K$4.76B

Sold Out

HolderChange
Dunhill financial-1.00
Mendota financial group-5.00
Transamerica financial advisors-7.00
Ifp advisors-9.00
Tradewinds capital management-20.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2026216-4.00%64,196,32111.04%731.67%1092.83%63-20.25%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.19M5.95%1.34K
T. Rowe Price Small-Cap Value3.88M4.45%-
Vanguard US Total Market Shares ETF2.75M3.16%-
Vanguard Morn Total Stk Mkt Idx Investor2.75M3.15%-
Vanguard Total Stock Mkt Idx Inv2.75M3.15%-
Vanguard MStar Total Stk Mkt Idx Invest2.75M3.15%-
iShares Russell 2000 ETF2.72M3.12%76.50K
T. Rowe Price U.S. SC Value Eq Tr-D2.42M2.77%497.12K
T. Rowe Price U.S. SC Value Eq Tr-Z1.98M2.28%90.22K
Invesco KBW High Dividend Yld Fincl ETF1.83M2.09%-

Recent Insider Transactions

DateNameRoleActivityValue
Oct 01, 2026Hendry Gregory L Chief Accounting OfficerSell$19.21K
Sep 01, 2026Hendry Gregory L Chief Accounting OfficerSell$22.66K
Aug 03, 2026Hendry Gregory L Chief Accounting OfficerSell$22.90K
Jan 23, 2026Lynch Catherine A.-Buy$9.10K
Jan 23, 2026Lynch Catherine A.-Buy$10.11K

Insider Transactions Trends

DateBuySell
2026 Q4-1
2026 Q3-2
2026 Q2--
2026 Q12-
2025 Q43-

PMT Ownership FAQ

Who Owns PennyMac Mortgage Investment Trust?

PennyMac Mortgage Investment Trust shareholders are primarily institutional investors at 73.72%, followed by 1.19% insiders and 25.09% retail investors. The average institutional ownership in PennyMac Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 53.22%, 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 (14.57M shares, 16.73%), and Vanguard group (9.27M shares, 10.66%). Together, they hold 44.56% 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?

Emg is PennyMac Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested, with 5.15% of its assets in 572.08K PennyMac Mortgage Investment Trust shares, valued at 6.45M$.

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 5.19M PennyMac Mortgage Investment Trust shares.

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