Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PMT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.9M | $161.6M | -2.0% | 15.924% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | $57.7M | — | 5.690% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.8M | $44.5M | — | 4.381% | 0.00% |
| 4 | STATE STREET CORP | 3.4M | $39.4M | +2.0% | 3.887% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $25.8M | +4.7% | 2.544% | 0.00% |
| 6 | Invesco Ltd. | 2.2M | $25.6M | +3.9% | 2.522% | 0.00% |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.7M | $19.3M | +4.2% | 1.905% | 0.03% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $17.0M | +1.6% | 1.672% | 0.00% |
| 9 | Boston Partners | 1.4M | $16.8M | +22.1% | 1.649% | 0.02% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.3M | $14.7M | -35.7% | 1.450% | 0.00% |
| 11 | CITADEL ADVISORS LLC | 1.2M | $14.1M | +107.8% | 1.389% | 0.01% |
| 12 | MORGAN STANLEY | 1.1M | $12.9M | +4.0% | 1.268% | 0.00% |
| 13 | NORTHERN TRUST CORP | 924K | $10.8M | +3.9% | 1.062% | 0.00% |
| 14 | ROYAL BANK OF CANADA | 642K | $7.5M | +1469.4% | 0.738% | 0.00% |
| 15 | Bank of New York Mellon Corp | 589K | $6.9M | -3.3% | 0.676% | 0.00% |
| 16 | Dana Investment Advisors, Inc. | 582K | $6.8M | +11.0% | 0.669% | 0.20% |
| 17 | Allianz Asset Management GmbH | 558K | $6.5M | +0.0% | 0.641% | 0.01% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 558K | $6.5M | — | 0.641% | 0.00% |
| 19 | Nuveen, LLC | 524K | $6.1M | -43.6% | 0.602% | 0.00% |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 423K | $4.9M | +2.0% | 0.486% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 413K | $4.8M | +154.1% | 0.474% | 0.00% |
| 22 | FIRST TRUST ADVISORS LP | 409K | $4.8M | +389.6% | 0.470% | 0.00% |
| 23 | JUPITER ASSET MANAGEMENT LTD | 405K | $4.7M | +486.4% | 0.465% | 0.03% |
| 24 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 311K | $3.6M | +3.3% | 0.358% | 0.01% |
| 25 | CITIGROUP INC | 310K | $3.6M | +513.9% | 0.356% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PMT — a direct measure of their conviction.
Filings activity in PMT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 214 | 0.9% | 67.93% | 5.85 pp | $598M | 7.9% |
| Q4 2025 | 216 | +14% | 73.78% | +0.33 pp | $650M | +0.5% |
| Q3 2025 | 190 | 3.6% | 73.45% | 1.69 pp | $647M | 2.2% |
| Q2 2025 | 197 | +1.5% | 75.14% | 11.43 pp | $662M | 13% |
| Q1 2025 | 194 | 3.0% | 86.57% | +15.23 pp | $762M | +21% |
| Q4 2024 | 200 | +4.2% | 71.34% | 6.45 pp | $628M | 8.3% |
| Q3 2024 | 192 | 2.0% | 77.79% | +2.12 pp | $685M | +2.8% |
| Q2 2024 | 196 | — | 75.67% | — | $666M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PMT stock.
Based on Q1 2026 13F filings, institutional ownership of PennyMac Mortgage Investment Trust stands at 67.9%, held across 214 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PMT, with approximately 13,856,432 shares worth $0.16B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of PMT, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for PMT is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in PMT during Q1 2026, while 37 fully exited. 45 added to existing positions and 132 trimmed.
PMT institutional ownership fell by 5.85 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 70.6% of all reported 13F value in PMT, and the top 25 account for 88.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
PennyMac Mortgage Investment Trust (PMT) Institutional Ownership