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PennyMac Mortgage Investment Trust (PMT) Institutional Ownership & Insider Trading

212 institutions reported holding PennyMac Mortgage Investment Trust shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 8 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

PMTPennyMac Mortgage Investment TrustFollow PMT — free
REIT - Mortgage · Real Estate
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Price chart with a free account
Market cap
613.9M
P/E TTM
4.9
Dividend yield
22.7%
52-week
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Next earnings
29 Oct, in 5 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

212 institutions held 72.1% of the shares. Across filers that reported both quarters, shares held changed +8.7%.

Increased+70New+23Decreased-58Closed-28

Largest moves, shares (millions)

T. Rowe Price Investment…+0.9MInvesco+0.9MCitadel Advisors+0.8MRoyal Bank of Canada-0.6MNuveen-0.3MBnp Paribas Financial…-0.2M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-1.8Sep 24-0.2Dec 24+2.7Mar 25-2.1Jun 25+0.0Sep 25+0.8Dec 25-1.5Mar 26+5.0Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2621263+8.7%70235828
Mar 2621758-3.1%68217124
Dec 2521459+1.4%63246713
Sep 2518958+0.1%63186223
Jun 2519658-3.5%52207123
Mar 2519760+4.7%53275828
Dec 2419957-0.4%57195323
Sep 2419256-4.3%53146821

PennyMac Mortgage Investment Trust — questions

Who owns PennyMac Mortgage Investment Trust stock?
212 institutions reported PennyMac Mortgage Investment Trust shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (16.7%), T. Rowe Price Investment Management, Inc. (7.3%), VANGUARD PORTFOLIO MANAGEMENT LLC (5.8%).
Are PennyMac Mortgage Investment Trust insiders buying or selling?
8 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from PennyMac Mortgage Investment Trust's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.