PennyMac Mortgage Investment Trust Ownership | Who Owns PennyMac Mortgage Investment Trust?
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 6.09% of its assets in PennyMac Mortgage Investment Trust shares.
PMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PennyMac Mortgage Investment Trust | 73.72% | 1.19% | 25.09% |
| Sector | Real Estate Stocks | 73.63% | 9.57% | 16.80% |
| Industry | Mortgage REIT Stocks | 53.22% | 6.74% | 40.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 14.88M | 17.17% | $204.64M |
| Blackrock funding, inc. /de | 14.57M | 16.73% | $164.34M |
| Vanguard group | 9.27M | 10.66% | $116.39M |
| T. rowe price investment management | 6.35M | 7.29% | $71.63M |
| Vanguard capital management | 3.84M | 4.41% | $43.32M |
| State street | 3.55M | 4.07% | $40.01M |
| Invesco | 3.06M | 3.52% | $34.54M |
| Geode capital management | 2.30M | 2.64% | $25.93M |
| Mirae asset global etfs | 1.71M | 1.96% | $19.28M |
| Citadel advisors | 1.67M | 1.92% | $18.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Emg | 572.08K | 5.15% | $6.45M |
| Graniteshares advisors | 222.00K | 1.61% | $2.50M |
| Waterfall asset management | 199.68K | 1.38% | $2.25M |
| Angel oak capital advisors | 81.18K | 1.16% | $915.73K |
| Collar capital management | 90.22K | 0.60% | $1.02M |
| Sharpepoint | 94.76K | 0.54% | $1.07M |
| Mariner investment group | 180.00K | 0.44% | $2.03M |
| Optimize financial | 40.06K | 0.23% | $467.16K |
| Dana investment advisors | 573.02K | 0.17% | $6.46M |
| Mallini complete financial planning | 19.00K | 0.15% | $214.26K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 1.46M | 0.00% | 1.46M |
| T. rowe price investment management | 6.35M | 0.05% | 931.11K |
| Invesco | 3.06M | 0.00% | 867.57K |
| Citadel advisors | 1.67M | 0.00% | 795.05K |
| Blackrock funding, inc. /de | 14.57M | 0.00% | 713.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -643.25K |
| Royal bank of canada | 38.40K | 0.00% | -603.75K |
| Marshall wace, llp | - | - | -508.88K |
| K2 principal fund | - | - | -409.61K |
| Nuveen | 213.82K | 0.00% | -309.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 1.46M | 0.00% | 1.46M | $16.52M |
| Emg | 572.08K | 5.15% | 572.08K | $6.45M |
| Norges bank | 414.01K | 0.00% | 414.01K | $5.21M |
| Shaolin capital management | 346.50K | 0.13% | 346.50K | $4.76B |
| Waterfall asset management | 199.68K | 1.38% | 199.68K | $2.25M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Mendota financial group | -5.00 |
| Transamerica financial advisors | -7.00 |
| True wealth design | -18.00 |
| Tradewinds capital management | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 216 | -4.00% | 64,196,321 | 11.04% | 73 | 1.67% | 109 | 2.83% | 63 | -20.25% |
| Mar 31, 2026 | 113 | -49.33% | 16,523,423 | -71.04% | 18 | 0.44% | 47 | -57.27% | 44 | -41.33% |
| Dec 31, 2025 | 157 | -25.59% | 42,682,414 | -26.22% | 49 | 1.11% | 76 | -26.21% | 54 | -15.63% |
| Sep 30, 2025 | 142 | -30.73% | 40,449,462 | -27.63% | 46 | 1.13% | 68 | -19.05% | 49 | -33.78% |
| Jun 30, 2025 | 212 | -1.40% | 58,063,566 | -3.09% | 66 | 1.40% | 85 | -15.00% | 79 | 19.70% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.31M | 6.09% | 3.66K |
| T. Rowe Price Small-Cap Value | 3.69M | 4.23% | 767.50K |
| Vanguard US Total Market Shares ETF | 2.75M | 3.16% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.75M | 3.15% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.75M | 3.15% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.75M | 3.15% | - |
| iShares Russell 2000 ETF | 2.64M | 3.02% | -46.85K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 2.42M | 2.77% | 497.12K |
| Vanguard Small Cap Index | 2.00M | 2.29% | -5.71K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 1.98M | 2.28% | 90.22K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 01, 2026 | Hendry Gregory L | Chief Accounting Officer | Sell | $22.66K |
| Aug 03, 2026 | Hendry Gregory L | Chief Accounting Officer | Sell | $22.90K |
| Jan 23, 2026 | Lynch Catherine A. | - | Buy | $9.10K |
| Jan 23, 2026 | Lynch Catherine A. | - | Buy | $10.11K |
| Nov 17, 2025 | SPECTOR DAVID | Chairman and CEO | Buy | $124.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | - | - |
| 2026 Q1 | 2 | - |
| 2025 Q4 | 3 | - |
| 2025 Q3 | 3 | - |
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