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Equibles

PMT

PennyMac Mortgage Investment Trust

Company with tickers: PMT, PMT-PA, PMT-PB, PMT-PC, PMTU, PMTV, PMTW

CIK
1464423
CUSIP
70931T103
Shares Outstanding
87,202,362
13F Activity (30d)
14 filings 11 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 219
Total Value: $752,756,310
Total Shares: 64,558,872
Showing 1–100 of 225 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 218 13F filers · Δ vs Dec 31, 2025
Top Holder
25.1%
Jun 2023 → Mar 2026 · range 21.6% – 26.4%
+2.1 pts
Top 5
52.0%
Jun 2023 → Mar 2026 · range 52.0% – 63.5%
−4.0 pts
Top 10
66.5%
Jun 2023 → Mar 2026 · range 66.5% – 74.9%
−3.5 pts
HHI
904
Jun 2023 → Mar 2026 · range 876 – 1,191
Broadly held−45

Quarterly Activity

vs Dec 31, 2025
New
34
Increased
72
Decreased
79
Sold Out
34
Unchanged
34
Holder count: 0
Institutional value: -2.1%
Shares held: +5.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega CITADEL ADVISORS LLC +626,878 1,208,535
Mega ROYAL BANK OF CANADA +601,233 642,149
Large JUPITER ASSET MANAGEMENT LTD +335,825 404,873
Mega FIRST TRUST ADVISORS LP +325,299 408,785
Large Boston Partners +260,250 1,435,182

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −701,016 1,261,759
Mega BARCLAYS PLC −446,086 159,794
Mega Nuveen, LLC −404,298 523,566
Large SG Americas Securities, LLC −387,780 139,170
Mega BlackRock, Inc. −288,098 13,856,432

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 8,257,579 $96,283,370
Large VANGUARD PORTFOLIO MANAGEMENT LLC 4,985,189 $58,127,303
Mega VANGUARD FIDUCIARY TRUST CO 557,659 $6,502,303
Mid MARINER INVESTMENT GROUP LLC 180,000 $2,098,800
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 79,500 $926,970

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 9,274,157 $116,390,668
Large Parallax Volatility Advisers, L.P. 1,465,200 $18,388,260
Large MARSHALL WACE, LLP 508,877 $6,386,406
Large Kestra Advisory Services, LLC 152,085 $1,908,666
Large ExodusPoint Capital Management, LP 106,039 $1,330,789
Filter: New 34 Increased 72 Reduced 79 Sold out 34 Unchanged 34
Showing 100 of 225
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $161,565,992 21.46% 13,856,432
Mega T. Rowe Price Investment Management, Inc. $63,182,636 8.39% 5,418,751
Large VANGUARD PORTFOLIO MANAGEMENT LLC $58,127,303 7.72% 4,985,189
Mega VANGUARD CAPITAL MANAGEMENT LLC $51,831,626 6.89% 4,445,251
Mega VANGUARD CAPITAL MANAGEMENT LLC $44,451,744 5.91% 3,812,328
Mega STATE STREET CORP $39,437,291 5.24% 3,382,272
Mega GEODE CAPITAL MANAGEMENT, LLC $25,807,636 3.43% 2,213,348
Mega Invesco Ltd. $25,587,832 3.40% 2,194,497
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $19,333,737 2.57% 1,658,125
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $16,963,177 2.25% 1,454,818
Large Boston Partners $16,734,221 2.22% 1,435,182
Mega MORGAN STANLEY $12,860,744 1.71% 1,102,980
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $12,325,786 1.64% 1,057,100
Mega NORTHERN TRUST CORP Bank $10,776,204 1.43% 924,203
Mega CITADEL ADVISORS LLC $10,228,560 1.36% 877,235
Mega JPMORGAN CHASE & CO $10,083,810 1.34% 864,821
Mega VAN ECK ASSOCIATES CORP $8,813,945 1.17% 755,913
Mid HBK INVESTMENTS L P $7,773,722 1.03% 666,700
Mega ROYAL BANK OF CANADA Bank $7,487,456 0.99% 642,149
Mega Bank of New York Mellon Corp Bank $6,862,421 0.91% 588,544
Mid Dana Investment Advisors, Inc. $6,791,180 0.90% 582,434
Large Allianz Asset Management GmbH $6,505,160 0.86% 557,904
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,502,303 0.86% 557,659
Mega Nuveen, LLC $6,104,778 0.81% 523,566
Mega PRINCIPAL FINANCIAL GROUP INC $4,931,864 0.66% 422,973
Mega BANK OF AMERICA CORP /DE/ Bank $4,809,888 0.64% 412,512
Mega FIRST TRUST ADVISORS LP $4,766,432 0.63% 408,785
Large JUPITER ASSET MANAGEMENT LTD $4,720,819 0.63% 404,873
Large Public Sector Pension Investment Board Pension $3,630,422 0.48% 311,357
Mega CITIGROUP INC $3,615,042 0.48% 310,038
Mega MILLENNIUM MANAGEMENT LLC $2,885,978 0.38% 247,511
Mega BNP PARIBAS ARBITRAGE, SA $2,848,048 0.38% 244,258
Mega GOLDMAN SACHS GROUP INC $2,833,052 0.38% 242,972
Mega RHUMBLINE ADVISERS $2,743,283 0.36% 235,273
Mega UBS Group AG $2,691,312 0.36% 230,816
Mega Legal & General Group Plc $2,543,931 0.34% 218,176
Small GraniteShares Advisors LLC $2,249,843 0.30% 192,954
Mid MARINER INVESTMENT GROUP LLC $2,098,800 0.28% 180,000
Mega TWO SIGMA INVESTMENTS, LP $2,093,553 0.28% 179,550
Mega AMERIPRISE FINANCIAL INC $2,056,228 0.27% 176,349
Mega Swiss National Bank Bank $2,002,022 0.27% 171,700
Mega CITADEL ADVISORS LLC $1,991,528 0.26% 170,800
Mega RAYMOND JAMES FINANCIAL INC $1,942,287 0.26% 166,577
Mega LPL Financial LLC $1,919,387 0.25% 164,613
Mega CITADEL ADVISORS LLC $1,871,430 0.25% 160,500
Mega BARCLAYS PLC $1,863,197 0.25% 159,794
Large Qube Research & Technologies Ltd $1,714,404 0.23% 147,033
Large SG Americas Securities, LLC Broker-Dealer $1,622,722 0.22% 139,170
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $1,553,811 0.21% 133,260
Mid INTECH INVESTMENT MANAGEMENT LLC $1,429,317 0.19% 122,583
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,316,857 0.17% 112,938
Mid Penserra Capital Management LLC $1,299,751 0.17% 111,471
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,262,778 0.17% 108,300
Mega WELLS FARGO & COMPANY/MN $1,166,045 0.15% 100,004
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,123,545 0.15% 96,359
Small Collar Capital Management, LLC $1,069,443 0.14% 91,719
Mega ALLIANCEBERNSTEIN L.P. $1,062,785 0.14% 91,148
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,056,279 0.14% 90,590
Large PRUDENTIAL FINANCIAL INC $1,054,367 0.14% 90,426
Small SHARPEPOINT LLC $1,005,709 0.13% 86,253
Mega JANE STREET GROUP, LLC $967,780 0.13% 83,000
Micro Angel Oak Capital Advisors, LLC $946,582 0.13% 81,182
Mega DEUTSCHE BANK AG\ Bank $939,282 0.12% 80,556
Mid SIMPLEX TRADING, LLC $929,850 0.12% 79,747
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $926,970 0.12% 79,500
Large LSV ASSET MANAGEMENT $926,970 0.12% 79,500
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $915,461 0.12% 78,513
Large CANADA LIFE ASSURANCE Co Insurance $824,140 0.11% 70,681
Large Mitsubishi UFJ Trust & Banking Corp $806,638 0.11% 69,180
Mega AQR CAPITAL MANAGEMENT LLC $799,697 0.11% 68,585
Micro LDR Capital Management LLC $775,191 0.10% 66,483
Large Thrivent Financial for Lutherans $677,224 0.09% 58,081
Mid XTX Topco Ltd $626,421 0.08% 53,724
Mega VANGUARD ASSET MANAGEMENT, Ltd $624,917 0.08% 53,595
Large GUGGENHEIM CAPITAL LLC $585,728 0.08% 50,234
Mid CAXTON ASSOCIATES LLP $580,189 0.08% 49,759
Micro Spinnaker Investment Group, LLC $555,342 0.07% 47,628
Mid Campbell & CO Investment Adviser LLC $534,191 0.07% 45,814
Mid Illinois Municipal Retirement Fund Pension $531,567 0.07% 45,589
Mid WINTON GROUP Ltd $522,239 0.07% 44,789
Mid Inspire Investing, LLC $517,983 0.07% 44,424
Large MetLife Investment Management, LLC $517,832 0.07% 44,411
Small Maridea Wealth Management LLC $506,393 0.07% 43,430
Mid State of Alaska, Department of Revenue $505,822 0.07% 43,381
Mid MANGROVE PARTNERS IM, LLC $490,326 0.07% 42,052
Large Balyasny Asset Management L.P. $484,997 0.06% 41,595
Mega JANUS HENDERSON GROUP PLC $476,695 0.06% 40,883
Small Optimize Financial Inc $467,157 0.06% 40,065
Mid Louisiana State Employees Retirement System Pension $450,076 0.06% 38,600
Large State of Tennessee, Department of Treasury $416,040 0.06% 35,681
Mega Vanguard Global Advisers, LLC $414,361 0.06% 35,537
Mid Quantbot Technologies LP $405,849 0.05% 34,807
Large TUDOR INVESTMENT CORP ET AL $404,392 0.05% 34,682
Large STATE OF WISCONSIN INVESTMENT BOARD $371,767 0.05% 31,884
Mid GSA CAPITAL PARTNERS LLP $359,093 0.05% 30,797
Large Cetera Investment Advisers $343,970 0.05% 29,500
Large COMMONWEALTH EQUITY SERVICES, LLC $340,017 0.05% 29,161
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $337,358 0.04% 28,933
Small Samalin Investment Counsel, LLC $319,495 0.04% 27,401
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $308,990 0.04% 26,500

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