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PennyMac Mortgage Investment Trust (PMT) institutional ownership

Latest close $9.58 Jul 23, 2026
Market cap$1.0B 52-week range SectorReal Estate
Funds holding · Q1 2026
205
reported PMT position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
100 buyers · 105 sellers

PennyMac Mortgage Investment Trust (PMT) price and institutional activity

Dates

Q1 2026

$0 bought by 100 investors
Royal Bank of CanadaCitadel Advisors LLC +98 more
$0 sold by 105 investors
Marshall Wace, LLPBarclays PLC +103 more
Bought Sold Totals per quarter; hover a bar for the names.

PennyMac Mortgage Investment Trust (PMT) institutional activity · 205

Investor Type Est. change Change Δ Own Date
Royal Bank of Canada · Added
Change +601K Date Q1 2026
Royal Bank of Canada Added· Q1 2026 +601K Q1 2026
Marshall Wace, LLP · Exited
Change −509K Δ Own −100.0% Date Q1 2026
Marshall Wace, LLP Exited· Q1 2026 −509K −100.0% Q1 2026
Barclays PLC · Reduced
Change −446K Date Q1 2026
Barclays PLC Reduced· Q1 2026 −446K Q1 2026
Nuveen, LLC · Reduced
Change −404K Date Q1 2026
Nuveen, LLC Reduced· Q1 2026 −404K Q1 2026
SG Americas Securities, LLC · Reduced
Change −388K Date Q1 2026
SG Americas Securities, LLC Reduced· Q1 2026 −388K Q1 2026
Citadel Advisors LLC Added· Q1 2026 +385K +78.2% Q1 2026
Jupiter Asset Management Ltd · Added
Change +336K Date Q1 2026
Jupiter Asset Management Ltd Added· Q1 2026 +336K Q1 2026
First Trust Advisors LP · Added
Change +325K Date Q1 2026
First Trust Advisors LP Added· Q1 2026 +325K Q1 2026
BlackRock · Reduced
Change −288K Date Q1 2026
BlackRock Reduced· Q1 2026 −288K Q1 2026
Boston Partners · Added
Change +260K Date Q1 2026
Boston Partners Added· Q1 2026 +260K Q1 2026
Citigroup Inc · Added
Change +260K Date Q1 2026
Citigroup Inc Added· Q1 2026 +260K Q1 2026
Bank of America Corp · Added
Change +250K Date Q1 2026
Bank of America Corp Added· Q1 2026 +250K Q1 2026
Millennium Management LLC · Added
Change +229K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +229K Q1 2026
BNP Paribas Financial Markets · Added
Change +223K Date Q1 2026
BNP Paribas Financial Markets Added· Q1 2026 +223K Q1 2026
Intech Investment Management LLC · Reduced
Change −193K Date Q1 2026
Intech Investment Management LLC Reduced· Q1 2026 −193K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 205

Famous investor activity in PennyMac Mortgage Investment Trust (PMT)

PennyMac Mortgage Investment Trust (PMT) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Tidmore Abbie · Officer Tax withholding or exercise payment (F) -$6K
Price $11.89 Qty -484 Owned 41K Trade date Mar 12, 2026 Filed date Mar 16, 2026
Tidmore Abbie Officer Tax withholding or exercise payment (F) $11.89 -484 -$6K 41K Mar 12, 2026 Mar 16, 2026
Stark Derek · Officer Tax withholding or exercise payment (F) -$11K
Price $11.89 Qty -931 Owned 63K Trade date Mar 12, 2026 Filed date Mar 16, 2026
Stark Derek Officer Tax withholding or exercise payment (F) $11.89 -931 -$11K 63K Mar 12, 2026 Mar 16, 2026
Jones Doug · Director Tax withholding or exercise payment (F) -$35K
Price $11.89 Qty -3K Owned 98K Trade date Mar 12, 2026 Filed date Mar 16, 2026
Jones Doug Director Tax withholding or exercise payment (F) $11.89 -3K -$35K 98K Mar 12, 2026 Mar 16, 2026
Perotti Daniel Stanley · Officer Tax withholding or exercise payment (F) -$32K
Price $11.89 Qty -3K Owned 53K Trade date Mar 12, 2026 Filed date Mar 16, 2026
Perotti Daniel Stanley Officer Tax withholding or exercise payment (F) $11.89 -3K -$32K 53K Mar 12, 2026 Mar 16, 2026
Spector David · Director, Officer Tax withholding or exercise payment (F) -$62K
Price $11.89 Qty -5K Owned 420K Trade date Mar 12, 2026 Filed date Mar 16, 2026
Spector David Director, Officer Tax withholding or exercise payment (F) $11.89 -5K -$62K 420K Mar 12, 2026 Mar 16, 2026
Follette James · Officer Tax withholding or exercise payment (F) -$7K
Price $12.26 Qty -586 Owned 22K Trade date Feb 28, 2026 Filed date Mar 3, 2026
Follette James Officer Tax withholding or exercise payment (F) $12.26 -586 -$7K 22K Feb 28, 2026 Mar 3, 2026
Jones Doug · Director, Officer Tax withholding or exercise payment (F) -$33K
Price $12.26 Qty -3K Owned 101K Trade date Feb 28, 2026 Filed date Mar 3, 2026
Jones Doug Director, Officer Tax withholding or exercise payment (F) $12.26 -3K -$33K 101K Feb 28, 2026 Mar 3, 2026
Stark Derek · Officer Tax withholding or exercise payment (F) -$13K
Price $12.26 Qty -1K Owned 63K Trade date Feb 28, 2026 Filed date Mar 3, 2026
Stark Derek Officer Tax withholding or exercise payment (F) $12.26 -1K -$13K 63K Feb 28, 2026 Mar 3, 2026
Perotti Daniel Stanley · Officer Tax withholding or exercise payment (F) -$36K
Price $12.26 Qty -3K Owned 56K Trade date Feb 28, 2026 Filed date Mar 3, 2026
Perotti Daniel Stanley Officer Tax withholding or exercise payment (F) $12.26 -3K -$36K 56K Feb 28, 2026 Mar 3, 2026
Spector David · Director, Officer Tax withholding or exercise payment (F) -$71K
Price $12.26 Qty -6K Owned 426K Trade date Feb 28, 2026 Filed date Mar 3, 2026
Spector David Director, Officer Tax withholding or exercise payment (F) $12.26 -6K -$71K 426K Feb 28, 2026 Mar 3, 2026
Elbaum Mark · Officer Tax withholding or exercise payment (F) -$16K
Price $12.15 Qty -1K Owned 29K Trade date Feb 24, 2026 Filed date Feb 26, 2026
Elbaum Mark Officer Tax withholding or exercise payment (F) $12.15 -1K -$16K 29K Feb 24, 2026 Feb 26, 2026
Tidmore Abbie · Officer Tax withholding or exercise payment (F) -$6K
Price $12.15 Qty -468 Owned 41K Trade date Feb 24, 2026 Filed date Feb 26, 2026
Tidmore Abbie Officer Tax withholding or exercise payment (F) $12.15 -468 -$6K 41K Feb 24, 2026 Feb 26, 2026
Stark Derek · Officer Tax withholding or exercise payment (F) -$12K
Price $12.15 Qty -954 Owned 64K Trade date Feb 24, 2026 Filed date Feb 26, 2026
Stark Derek Officer Tax withholding or exercise payment (F) $12.15 -954 -$12K 64K Feb 24, 2026 Feb 26, 2026
Perotti Daniel Stanley · Officer Tax withholding or exercise payment (F) -$23K
Price $12.15 Qty -2K Owned 59K Trade date Feb 24, 2026 Filed date Feb 26, 2026
Perotti Daniel Stanley Officer Tax withholding or exercise payment (F) $12.15 -2K -$23K 59K Feb 24, 2026 Feb 26, 2026
Jones Doug · Director, Officer Tax withholding or exercise payment (F) -$49K
Price $12.15 Qty -4K Owned 104K Trade date Feb 24, 2026 Filed date Feb 26, 2026
Jones Doug Director, Officer Tax withholding or exercise payment (F) $12.15 -4K -$49K 104K Feb 24, 2026 Feb 26, 2026
15 of 51
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PennyMac Mortgage Investment Trust (PMT) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 15.2M
% of shares outstanding 17.6% Filing date Jan 22, 2024
BlackRock Inc. 15.2M 17.6% Jan 22, 2024
Vanguard Group Inc 9.9M
% of shares outstanding 11.4% Filing date Feb 13, 2024
Vanguard Group Inc 9.9M 11.4% Feb 13, 2024
T. Rowe Price Investment Management, Inc. 5.9M
% of shares outstanding 6.8% Filing date Nov 14, 2024
T. Rowe Price Investment Management, Inc. 5.9M 6.8% Nov 14, 2024
Vanguard Portfolio Management 5.0M
% of shares outstanding 5.7% Filing date Apr 29, 2026
Vanguard Portfolio Management 5.0M 5.7% Apr 29, 2026
Vanguard Capital Management 4.4M
% of shares outstanding 5.1% Filing date Apr 30, 2026
Vanguard Capital Management 4.4M 5.1% Apr 30, 2026
Goldman Sachs Asset Management, L.P. 3.3M
% of shares outstanding 3.7% Filing date Feb 7, 2023
Goldman Sachs Asset Management, L.P. 3.3M 3.7% Feb 7, 2023
6 of 6

PennyMac Mortgage Investment Trust (PMT) ownership FAQ

Who owns PMT?

205 reporting institutions disclosed PMT position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.