Who owns PennyMac Mortgage Investment Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PMT from SEC Form 13F filings across 212 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 212 institutions disclosed 62.9M shares of PennyMac Mortgage Investment Trust worth $708.7M — about 72.1% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
212
13F holders
$708.7M
value, 2026 filers
72.1%
of shares outstanding (62.9M sh)
32
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PMT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.6M | $164.3M | 0.0% | 16.7% | +5.1% |
| 2 | T. Rowe Price Investment Management, Inc. | 6.3M | $71.6M | 0.0% | 7.3% | +17.2% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | $56.8M | 0.0% | 5.8% | +1.7% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.8M | $43.3M | 0.0% | 4.4% | +0.7% |
| 5 | STATE STREET CORP | 3.5M | $40.0M | 0.0% | 4.1% | +4.9% |
| 6 | Invesco Ltd. | 3.1M | $34.5M | 0.0% | 3.5% | +39.5% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $25.9M | 0.0% | 2.6% | +3.8% |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.7M | $19.3M | 0.0% | 2% | +3.1% |
| 9 | CITADEL ADVISORS LLC | 1.7M | $18.9M | 0.0% | 1.9% | +90.6% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $16.5M | 0.0% | 1.7% | +0.7% |
| 11 | Boston Partners | 1.4M | $15.3M | 0.0% | 1.6% | -3.5% |
| 12 | MORGAN STANLEY | 1.3M | $14.9M | 0.0% | 1.5% | +19.7% |
| 13 | JPMORGAN CHASE & CO | 1.3M | $14.2M | 0.0% | 1.5% | +49.2% |
| 14 | NORTHERN TRUST CORP | 928,745 | $10.5M | 0.0% | 1.1% | +0.5% |
| 15 | MILLENNIUM MANAGEMENT LLC | 793,352 | $8.9M | 0.0% | 0.9% | +220.5% |
| 16 | VAN ECK ASSOCIATES CORP | 734,244 | $8.3M | 0.0% | 0.8% | -2.9% |
| 17 | FIRST TRUST ADVISORS LP | 635,796 | $7.2M | 0.0% | 0.7% | +55.5% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 580,288 | $6.5M | 0.0% | 0.7% | +4.1% |
| 19 | Dana Investment Advisors, Inc. | 573,022 | $6.5M | 0.2% | 0.7% | -1.6% |
| 20 | EMG Holdings, L.P.NEW | 572,080 | $6.5M | 5.2% | 0.7% | new |
| 21 | Allianz Asset Management GmbH | 558,162 | $6.3M | 0.0% | 0.6% | 0.0% |
| 22 | Bank of New York Mellon Corp | 544,097 | $6.1M | 0.0% | 0.6% | -7.6% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 422,076 | $4.8M | 0.0% | 0.5% | -0.2% |
| 24 | CITIGROUP INC | 407,487 | $4.6M | 0.0% | 0.5% | +31.4% |
| 25 | BANK OF AMERICA CORP /DE/ | 403,322 | $4.5M | 0.0% | 0.5% | -2.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.