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PennyMac Mortgage Investment Trust Ownership | Who Owns PennyMac Mortgage Investment Trust?

OverviewForecastRevenueFinancialsChartTranscripts

PennyMac Mortgage Investment Trust Ownership Summary

PennyMac Mortgage Investment Trust is owned by 65.60% institutional investors, 1.02% insiders, and 33.38% retail investors. Blackrock is the largest institutional shareholder, holding 17.17% of PMT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.40% of its assets in PennyMac Mortgage Investment Trust shares.

PMT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPennyMac Mortgage Investment Trust65.60%1.02%33.38%
SectorReal Estate Stocks 64.18%7.35%28.47%
IndustryMortgage REIT Stocks46.43%4.40%49.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock14.88M17.17%$204.64M
Vanguard group9.65M11.14%$132.75M
T. rowe price investment management5.99M6.91%$82.39M
State street3.40M3.92%$46.72M
Geode capital management1.99M2.30%$27.37M
Goldman sachs group1.60M1.84%$21.99M
Charles schwab investment management1.44M1.66%$19.78M
Morgan stanley1.31M1.51%$17.99M
Jpmorgan chase1.20M1.39%$16.51M
Northern trust876.09K1.01%$12.05M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Axs investments131.97K0.51%$1.81M
Clearalpha technologies lp51.90K0.24%$713.64K
Dana investment advisors427.94K0.20%$5.88M
Truemark investments36.19K0.17%$497.63K
Gsa capital partners llp140.20K0.13%$1.93M
Shaolin capital management346.50K0.13%$4.76B
Centaurus financial139.10K0.13%$1.91M
Samalin investment counsel15.46K0.10%$212.64K
Rda financial network21.16K0.10%$290.91K
Alphacore capital23.80K0.08%$327.26K

Top Buyers

HolderShares% AssetsChange
Mirae asset global etfs668.21K0.02%668.21K
Norges bank582.31K0.00%582.31K
Shaolin capital management346.50K0.13%346.50K
Millennium management232.58K0.00%160.59K
Van eck associates622.13K0.01%159.13K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---643.25K
Advisors preferred---291.73K
Renaissance---178.00K
Blackrock14.88M0.00%-172.12K
Jane street group149.04K0.00%-142.33K

New Positions

HolderShares% AssetsChangeValue
Mirae asset global etfs668.21K0.02%668.21K$9.19M
Norges bank582.31K0.00%582.31K$8.01M
Shaolin capital management346.50K0.13%346.50K$4.76B
Iii capital management100.00K0.06%100.00K$1.38M
Corebridge financial50.41K0.00%50.41K$693.07K

Sold Out

HolderChange
Tradewinds capital management-20.00
Rosenberg matthew hamilton-40.00
Innealta capital-45.00
Lindbrook capital-74.00
Allworth financial lp-79.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20242082.97%56,868,2152.93%651.61%11529.21%56-18.84%
Mar 31, 2024202-0.49%55,251,305-4.96%632.33%89-19.09%697.81%
Dec 31, 20232037.41%58,133,1650.89%521.20%11041.03%64-13.51%
Sep 30, 20231893.85%57,619,384-1.92%661.51%782.63%7410.45%
Jun 30, 2023182-5.70%58,746,521-3.43%661.41%76-10.59%67-5.63%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.56M6.40%5.82K
T. Rowe Price Small-Cap Value3.45M3.97%-106.87K
Vanguard Total Stock Mkt Idx Inv2.75M3.17%4.47K
iShares Russell 2000 ETF2.35M2.70%-5.28K
Vanguard Small Cap Index2.18M2.51%4.25K
T. Rowe Price U.S. SC Value Eq Tr-Z1.88M2.17%42.64K
Vanguard Small Cap Value Index Inv1.47M1.69%-508.00
iShares Mortgage Real Estate Capped ETF1.35M1.55%5.56K
Vanguard Institutional Extnd Mkt Idx Tr1.27M1.46%-33.76K
Fidelity Small Cap Index906.39K1.04%-17.12K

Recent Insider Transactions

DateNameRoleActivityValue
Oct 25, 2024Lynch Catherine A.-Buy$5.83K
Oct 25, 2024Lynch Catherine A.-Buy$5.74K
Sep 03, 2024Jones Doug Director, President & CMBOSell$518.65K
Aug 08, 2024Lynch Catherine A.-Buy$11.49K
Aug 08, 2024Lynch Catherine A.-Buy$1.14K

Insider Transactions Trends

DateBuySell
2024 Q351
2024 Q22-
2024 Q115
2023 Q411
2023 Q35-

PMT Ownership FAQ

Who Owns PennyMac Mortgage Investment Trust?

PennyMac Mortgage Investment Trust shareholders are primarily institutional investors at 65.60%, followed by 1.02% insiders and 33.38% retail investors. The average institutional ownership in PennyMac Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 46.43%, which PennyMac Mortgage Investment Trust exceeds.

Who owns the most shares of PennyMac Mortgage Investment Trust?

PennyMac Mortgage Investment Trust’s largest shareholders are Blackrock (14.88M shares, 17.17%), Vanguard group (9.65M shares, 11.14%), and T. rowe price investment management (5.99M shares, 6.91%). Together, they hold 35.22% of PennyMac Mortgage Investment Trust’s total shares outstanding.

Does Blackrock own PennyMac Mortgage Investment Trust?

Yes, BlackRock owns 17.17% of PennyMac Mortgage Investment Trust, totaling 14.88M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 204.64M$. In the last quarter, BlackRock decreased its holdings by -172K shares, a -1.14% change.

Who is PennyMac Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested?

Axs investments is PennyMac Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested, with 0.51% of its assets in 131.97K PennyMac Mortgage Investment Trust shares, valued at 1.81M$.

Who is the top mutual fund holder of PennyMac Mortgage Investment Trust shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of PennyMac Mortgage Investment Trust shares, with 6.40% of its total shares outstanding invested in 5.56M PennyMac Mortgage Investment Trust shares.

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