PennyMac Mortgage Investment Trust Ownership | Who Owns PennyMac Mortgage Investment Trust?
PennyMac Mortgage Investment Trust Ownership Summary
PennyMac Mortgage Investment Trust is owned by 64.64% institutional investors, 1.02% insiders, and 34.34% 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 6.42% of its assets in PennyMac Mortgage Investment Trust shares.
PMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PennyMac Mortgage Investment Trust | 64.64% | 1.02% | 34.34% |
| Sector | Real Estate Stocks | 66.63% | 8.14% | 25.23% |
| Industry | Mortgage REIT Stocks | 45.59% | 4.28% | 50.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 14.88M | 17.17% | $204.64M |
| Vanguard group | 9.65M | 11.14% | $132.75M |
| T. rowe price investment management | 5.99M | 6.91% | $82.39M |
| State street | 3.40M | 3.92% | $46.72M |
| Geode capital management | 1.99M | 2.30% | $27.37M |
| Goldman sachs group | 1.60M | 1.84% | $21.99M |
| Charles schwab investment management | 1.44M | 1.66% | $19.78M |
| Morgan stanley | 1.31M | 1.51% | $17.99M |
| Jpmorgan chase | 1.20M | 1.39% | $16.51M |
| Northern trust | 876.09K | 1.01% | $12.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Angel oak capital advisors | 94.18K | 1.58% | $1.19M |
| Graniteshares advisors | 195.51K | 1.56% | $2.46M |
| Axs investments | 131.97K | 0.51% | $1.81M |
| Clearalpha technologies lp | 51.90K | 0.24% | $713.64K |
| Dana investment advisors | 427.94K | 0.20% | $5.88M |
| Truemark investments | 36.19K | 0.17% | $497.63K |
| Gsa capital partners llp | 140.20K | 0.13% | $1.93M |
| Shaolin capital management | 346.50K | 0.13% | $4.76B |
| Centaurus financial | 139.10K | 0.13% | $1.91M |
| Samalin investment counsel | 15.46K | 0.10% | $212.64K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global etfs | 668.21K | 0.02% | 668.21K |
| Norges bank | 582.31K | 0.00% | 582.31K |
| Shaolin capital management | 346.50K | 0.13% | 346.50K |
| Graniteshares advisors | 195.51K | 1.56% | 195.51K |
| Millennium management | 232.58K | 0.00% | 160.59K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -643.25K |
| International assets investment management | 26.50K | 0.03% | -341.41K |
| Advisors preferred | - | - | -291.73K |
| Wolverine asset management | 251.13K | 0.03% | -210.20K |
| Renaissance | - | - | -178.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 668.21K | 0.02% | 668.21K | $9.19M |
| Norges bank | 582.31K | 0.00% | 582.31K | $8.01M |
| Shaolin capital management | 346.50K | 0.13% | 346.50K | $4.76B |
| Graniteshares advisors | 195.51K | 1.56% | 195.51K | $2.46M |
| Iii capital management | 100.00K | 0.06% | 100.00K | $1.38M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -5.00 |
| Tradewinds capital management | -20.00 |
| Capital performance advisors llp | -33.00 |
| Cornerstone planning group | -39.00 |
| Rosenberg matthew hamilton | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 207 | -1.90% | 56,148,363 | -1.30% | 64 | 1.51% | 89 | -23.93% | 73 | 30.36% |
| Jun 30, 2024 | 208 | 2.97% | 56,868,215 | 2.93% | 65 | 1.61% | 115 | 29.21% | 56 | -18.84% |
| Mar 31, 2024 | 202 | -0.49% | 55,251,305 | -4.96% | 63 | 2.33% | 89 | -19.09% | 69 | 7.81% |
| Dec 31, 2023 | 203 | 7.41% | 58,133,165 | 0.89% | 52 | 1.20% | 110 | 41.03% | 64 | -13.51% |
| Sep 30, 2023 | 189 | 3.85% | 57,619,384 | -1.92% | 66 | 1.51% | 78 | 2.63% | 74 | 10.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.58M | 6.42% | - |
| T. Rowe Price Small-Cap Value | 3.44M | 3.97% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.66M | 3.06% | - |
| iShares Russell 2000 ETF | 2.48M | 2.85% | -376.00 |
| Vanguard Small Cap Index | 2.21M | 2.55% | 17.10K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 1.89M | 2.18% | 7.12K |
| Vanguard Small Cap Value Index Inv | 1.47M | 1.69% | -21.59K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.22M | 1.41% | -11.07K |
| iShares Mortgage Real Estate Capped ETF | 1.21M | 1.40% | - |
| iShares S&P Small-Cap 600 Value ETF | 988.57K | 1.14% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 24, 2025 | Lynch Catherine A. | - | Buy | $5.99K |
| Jan 24, 2025 | Lynch Catherine A. | - | Buy | $5.91K |
| Oct 25, 2024 | Lynch Catherine A. | - | Buy | $5.83K |
| Oct 25, 2024 | Lynch Catherine A. | - | Buy | $5.74K |
| Sep 03, 2024 | Jones Doug | Director, President & CMBO | Sell | $518.65K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 5 | 1 |
| 2024 Q2 | 2 | - |
| 2024 Q1 | 1 | 5 |
| 2023 Q4 | 1 | 1 |
| 2023 Q3 | 5 | - |
PMT Ownership FAQ
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