Who Owns PMT?

PennyMac Mortgage Investment Trust — Institutional Ownership & 13F Holdings

$12.09

-0.04 (-0.29%)

Market Cap

$1.0B

Shares Outstanding

87,016,600

Institutional Holders

196

Total Inst. Value

$768.0M

% of Float Held

69.5%

QoQ Holder Change

+52

Institutional data as of Q1 2025

New Positions

42

Closed Positions

35

Increased

61

Decreased

59

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BlackRock, Inc.$215.3M14,697,906
2VANGUARD GROUP INC$141.0M9,623,312
3T. Rowe Price Investment Management, Inc.$86.4M5,895,196
4STATE STREET CORP$48.9M3,338,543
5Invesco Ltd.$30.5M2,084,090
6GEODE CAPITAL MANAGEMENT, LLC$30.3M2,067,936
7MORGAN STANLEY$18.1M1,233,729
8NORTHERN TRUST CORP$16.3M1,112,800
9FIRST TRUST ADVISORS LP$10.9M744,940
10Bank of New York Mellon Corp$10.0M681,164

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Frequently Asked Questions

How many institutional investors hold PMT?

As of Q1 2025, 196 institutional investors report holding PMT (PennyMac Mortgage Investment Trust) in their 13F filings.

What percentage of PennyMac Mortgage Investment Trust is owned by institutions?

Institutional investors hold approximately 69.5% of PennyMac Mortgage Investment Trust's float as reported in SEC 13F filings.

Which hedge fund owns the most PMT?

The largest institutional holder of PMT is BlackRock, Inc. with $215.3M in shares.

Are institutions buying or selling PMT?

This quarter, 42 institutions opened new positions in PMT and 35 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.