Who Owns PennyMac Mortgage Investment Trust (PMT)?Hedge Fund & Institutional Holders

$11.63-0.11 (-0.94%)Real EstateNYSE

Institutional Holders

as of Q4 2025

Total Institutional Value

$1.2900010801742e+203T

% of Float Held

1.1967574109215797e+300%

QoQ Change in Holders

+14 / -0

Price History

PMT — Biggest New Institutional Buyers This Quarter

Fund	Action	Shares Added	Value Added
SG Americas Securities, LLC	New Position	+527K	+$6.6M
Bank of New York Mellon Corp	New Position	+608K	+$6.0M
Allianz Asset Management GmbH	New Position	+558K	+$6.0M
PRINCIPAL FINANCIAL GROUP INC	New Position	+415K	+$5.2M
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	New Position	+126K	+$1.6M
VAN ECK ASSOCIATES CORP	Increased	+110K	+$1.4M
Mitsubishi UFJ Trust & Banking Corp	New Position	+100K	+$1.3M
Collar Capital Management, LLC	New Position	+91K	+$1.1M
Penserra Capital Management LLC	New Position	+109K	+$1.0M
Qube Research & Technologies Ltd	New Position	+126K	+$1.0M
SHARPEPOINT LLC	New Position	+72K	+$905K
JUPITER ASSET MANAGEMENT LTD	New Position	+69K	+$866K
Sanctuary Advisors, LLC	New Position	+45K	+$631K
State of Alaska, Department of Revenue	New Position	+44K	+$556K
HSBC HOLDINGS PLC	New Position	+40K	+$509K

PMT — Institutions Reducing or Closing Positions

Fund	Action	Shares Sold	Value Sold
VANGUARD GROUP INC	Decreased	-153K	-$115.5B
STATE STREET CORP	Decreased	-52K	-$41.2B
Invesco Ltd.	Decreased	-92K	-$27.0B
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	-7K	-$17.6B
MILLENNIUM MANAGEMENT LLC	Decreased	-1.3M	-$16.4B
Boston Partners	Decreased	-77K	-$15.4B
BARCLAYS PLC	Decreased	-387K	-$12.2B
NORTHERN TRUST CORP	Decreased	-42K	-$11.4B
MARSHALL WACE, LLP	Decreased	-360K	-$10.6B
CITADEL ADVISORS LLC	Decreased	-290K	-$9.6B
Dana Investment Advisors, Inc.	Decreased	-676	-$6.4B
PUBLIC SECTOR PENSION INVESTMENT BOARD	Decreased	-38K	-$4.2B
RHUMBLINE ADVISERS	Decreased	-29K	-$3.2B
ROYAL BANK OF CANADA	Decreased	-209K	-$3.1B
UBS Group AG	Decreased	-25K	-$3.0B

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	BlackRock, Inc.	10,299,359	$129.0M	0.00%	Share
2	VANGUARD GROUP INC	8,606,972	$108.0M	0.00%	Share
3	STATE STREET CORP	3,315,627	$42.0M	0.00%	Share
4	BlackRock, Inc.	2,531,096	$31.0M	0.00%	Share
5	T. Rowe Price Investment Management, Inc.	2,147,645	$27.0M	0.03%	Share
6	Invesco Ltd.	2,033,287	$25.5M	0.00%	Share
7	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,857,600	$23.0M	0.00%	Put
8	GEODE CAPITAL MANAGEMENT, LLC	1,817,001	$22.0M	0.00%	Share
9	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,591,323	$19.0M	0.03%	Share
10	Parallax Volatility Advisers, L.P.	1,465,200	$18.0M	0.04%	Put
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,432,358	$17.0M	0.00%	Share
12	Nuveen, LLC	730,110	$9.0M	0.00%	Share
13	VAN ECK ASSOCIATES CORP	732,745	$9.0M	0.01%	Share
14	NORTHERN TRUST CORP	736,488	$9.0M	0.00%	Share
15	HBK INVESTMENTS L P	666,700	$8.4M	0.07%	Put
16	JPMORGAN CHASE & CO	710,149	$8.0M	0.00%	Share
17	VANGUARD GROUP INC	558,352	$7.0M	0.00%	Share
18	BARCLAYS PLC	597,816	$7.0M	0.00%	Share
19	SG Americas Securities, LLC	526,950	$6.6M	0.01%	Share
20	Dana Investment Advisors, Inc.	524,661	$6.6M	0.19%	Share
21	CITADEL ADVISORS LLC	492,357	$6.0M	0.00%	Share
22	Allianz Asset Management GmbH	557,704	$6.0M	0.01%	Share
23	MARSHALL WACE, LLP	500,931	$6.0M	0.01%	Share
24	PRINCIPAL FINANCIAL GROUP INC	410,979	$5.2M	0.00%	Share
25	TWO SIGMA INVESTMENTS, LP	337,851	$4.0M	0.01%	Share
26	MORGAN STANLEY	380,272	$4.0M	0.00%	Share
27	Bank of New York Mellon Corp	253,044	$3.0M	0.00%	Share
28	PUBLIC SECTOR PENSION INVESTMENT BOARD	301,535	$3.0M	0.01%	Share
29	GEODE CAPITAL MANAGEMENT, LLC	296,184	$3.0M	0.00%	Share
30	BlackRock, Inc.	311,130	$3.0M	0.00%	Share
31	BlackRock, Inc.	265,188	$3.0M	0.00%	Share
32	MORGAN STANLEY	240,400	$3.0M	0.00%	Share
33	INTECH INVESTMENT MANAGEMENT LLC	315,415	$3.0M	0.03%	Share
34	UBS Group AG	215,888	$2.7M	0.00%	Share
35	MORGAN STANLEY	225,284	$2.0M	0.00%	Share
36	BlackRock, Inc.	162,969	$2.0M	0.00%	Share
37	BlackRock, Inc.	188,756	$2.0M	0.00%	Share
38	BlackRock, Inc.	178,500	$2.0M	0.00%	Share
39	MORGAN STANLEY	165,671	$2.0M	0.00%	Share
40	Bank of New York Mellon Corp	162,140	$2.0M	0.00%	Share
41	LPL Financial LLC	189,920	$2.0M	0.00%	Share
42	Swiss National Bank	171,700	$2.0M	0.00%	Share
43	AMERIPRISE FINANCIAL INC	168,062	$2.0M	0.00%	Share
44	BALYASNY ASSET MANAGEMENT L.P.	222,172	$2.0M	0.00%	Share
45	RHUMBLINE ADVISERS	230,185	$2.0M	0.00%	Share
46	Nuveen, LLC	187,930	$2.0M	0.00%	Share
47	Bell Investment Advisors, Inc	131	$1.6M	0.00%	Share
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	126,433	$1.6M	0.00%	Share
49	Mitsubishi UFJ Trust & Banking Corp	99,706	$1.3M	0.00%	Share
50	Collar Capital Management, LLC	90,615	$1.1M	0.76%	Share

PMT Institutional Ownership History

Quarter	Holders	Total Value	Change
Q4 2025	216	$603.5M	+81
Q3 2025	135	$589.1B	-31
Q2 2025	166	$534.0B	-30
Q1 2025	196	$766.0B	+7
Q4 2024	189	$3.2T	+34
Q3 2024	155	$574.6T	-5
Q2 2024	160	$371.2T	+15
Q1 2024	145	$383.1T	—

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As of Q4 2025, 50 institutional investors hold PMT (PennyMac Mortgage Investment Trust). The largest holder is BlackRock, Inc. with $129.0M in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PMT?

As of Q4 2025, 50 institutional investors report holding PMT (PennyMac Mortgage Investment Trust) in their 13F filings.

Who is the largest institutional holder of PMT?

The largest institutional holder of PMT is BlackRock, Inc. with $129.0M in shares.

Is institutional ownership of PMT increasing or decreasing?

This quarter, 14 institutions opened new positions in PMT and 0 closed their positions.