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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 46.22% institutional investors, 1.14% insiders, and 52.64% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.39% of PMT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in PennyMac Mortgage Investment Trust shares.

PMT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPennyMac Mortgage Investment Trust46.22%1.14%52.64%
SectorReal Estate Stocks 55.70%8.24%36.06%
IndustryMortgage REIT Stocks42.37%4.34%53.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de15.11M17.39%$190.20M
Blackrock14.88M17.17%$204.64M
Vanguard group9.59M11.04%$120.78M
T. rowe price investment management5.87M6.76%$73.96M
State street3.40M3.92%$46.72M
Invesco2.17M2.50%$27.37M
Geode capital management2.01M2.32%$25.37M
Charles schwab investment management1.52M1.75%$19.14M
Morgan stanley1.31M1.51%$17.99M
Northern trust876.09K1.01%$12.05M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Angel oak capital advisors94.18K1.58%$1.19M
Graniteshares advisors195.51K1.56%$2.46M
Axs investments106.85K0.37%$1.35M
Dana investment advisors496.57K0.21%$6.25M
Shaolin capital management346.50K0.13%$4.76B
Centaurus financial139.10K0.13%$1.91M
Dark forest capital management lp55.25K0.10%$695.63K
Samalin investment counsel15.46K0.10%$212.64K
Clearalpha technologies lp10.87K0.09%$136.80K
Motiv8 investments10.21K0.09%$128.59K

Top Buyers

HolderShares% AssetsChange
Invesco2.17M0.01%1.36M
Norges bank414.01K0.00%414.01K
Shaolin capital management346.50K0.13%346.50K
Ubs group389.05K0.00%251.17K
Goldman sachs group853.06K0.00%203.89K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase496.59K0.00%-722.62K
Mirae asset global investments---643.25K
K2 principal fund---409.61K
International assets investment management26.50K0.03%-341.41K
Advisors preferred---291.73K

New Positions

HolderShares% AssetsChangeValue
Norges bank414.01K0.00%414.01K$5.21M
Shaolin capital management346.50K0.13%346.50K$4.76B
Graniteshares advisors195.51K1.56%195.51K$2.46M
Renaissance169.90K0.00%169.90K$2.14M
Kestra advisory services160.00K0.01%160.00K$2.01M

Sold Out

HolderChange
Mendota financial group-5.00
Tradewinds capital management-20.00
Capital performance advisors llp-33.00
Cornerstone planning group-39.00
Rosenberg matthew hamilton-40.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 20242082.97%56,868,2152.93%651.61%11529.21%56-18.84%
Mar 31, 2024202-0.49%55,251,305-4.96%632.33%89-19.09%697.81%
Dec 31, 20232037.41%58,133,1650.89%521.20%11041.03%64-13.51%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.37M6.18%3.70K
T. Rowe Price Small-Cap Value3.37M3.89%-66.72K
Vanguard US Total Market Shares ETF2.75M3.16%-
Vanguard Total Stock Mkt Idx Inv2.73M3.15%-202.00
iShares Russell 2000 ETF2.37M2.72%-20.52K
Vanguard Small Cap Index2.17M2.49%-52.01K
T. Rowe Price U.S. SC Value Eq Tr-Z1.98M2.28%90.22K
T. Rowe Price U.S. SC Value Eq Tr-D1.89M2.18%7.12K
Fuh Hwa FTSE Mortgage REITs ETF1.74M2.00%177.87K
Vanguard Small Cap Value Index Inv1.41M1.62%-53.21K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 05, 2025Jones Doug Director, President & CMBOSell$210.69K
Jan 24, 2025Lynch Catherine A.-Buy$5.91K
Jan 24, 2025Lynch Catherine A.-Buy$5.99K
Oct 25, 2024Lynch Catherine A.-Buy$5.74K
Oct 25, 2024Lynch Catherine A.-Buy$5.83K

Insider Transactions Trends

DateBuySell
2025 Q121
2024 Q42-
2024 Q351
2024 Q22-
2024 Q115

PMT Ownership FAQ

Who Owns PennyMac Mortgage Investment Trust?

PennyMac Mortgage Investment Trust shareholders are primarily institutional investors at 46.22%, followed by 1.14% insiders and 52.64% retail investors. The average institutional ownership in PennyMac Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 42.37%, 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 funding, inc. /de (15.11M shares, 17.39%), Blackrock (14.88M shares, 17.17%), and Vanguard group (9.59M shares, 11.04%). Together, they hold 45.60% 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?

Angel oak capital advisors is PennyMac Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested, with 1.58% of its assets in 94.18K PennyMac Mortgage Investment Trust shares, valued at 1.19M$.

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 6.18% of its total shares outstanding invested in 5.37M PennyMac Mortgage Investment Trust shares.

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