PENNYMAC MORTGAGE INVESTMENT (PMT) Institutional Ownership Changes & 13F Activity

PENNYMAC MORTGAGE INVESTMENT (PMT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., T. Rowe Price Investment Management, Inc., Citadel Advisors Llc, Royal Bank Of Canada, and Emg Holdings, L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Manufacturers Life Insurance Company, TheSell-518-2.3%22,487$253.65KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-133-2.9%4,462$50.33KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+795,047+90.6%1,672,282$18.86MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+258+0.0%558,162$6.30MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-50-52.1%46$519.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+154,905154,905$1.75MQ2 2026Aug 27, 2026
Optimize Financial IncSell-139-0.3%39,926$450.37KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+21,683+27.6%100,196$1.13MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+24,42324,423$275.49KQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+5,3225,322$58.33KQ2 2026Aug 18, 2026
Empowered Funds, LlcSell-4,947-24.1%15,549$175.39KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+368+12.1%3,399$38.34KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+3,062,0703,062,070$34.54MQ2 2026Aug 14, 2026
T. Rowe Price Investment Management, Inc.Buy+931,109+17.2%6,349,860$71.63MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-603,751-94.0%38,398$432.00KQ2 2026Aug 14, 2026
Emg Holdings, L.P.Buy+572,080572,080$6.45MQ2 2026Aug 14, 2026
Millennium Management LlcBuy+545,841+220.5%793,352$8.95MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+198,059+288.8%266,644$3.01MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+171,480171,480$1.93MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-101,203-41.7%141,769$1.60MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-77,459-80.4%18,900$213.19KQ2 2026Aug 14, 2026
Mirae Asset Global Etfs Holdings Ltd.Buy+51,493+3.1%1,709,618$19.28MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+49,865+92.8%103,589$1.17MQ2 2026Aug 14, 2026
Atom Investors LpBuy+44,27744,277$499.44KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+39,937+39.9%139,941$1.58MQ2 2026Aug 14, 2026
Squarepoint Ops LlcBuy+38,26738,267$431.65KQ2 2026Aug 14, 2026
Caxton Associates LlpBuy+34,305+68.9%84,064$948.24KQ2 2026Aug 14, 2026
Price T Rowe Associates IncBuy+23,423+20.7%136,361$1.54MQ2 2026Aug 14, 2026
Mangrove Partners Im, LlcSell-22,085-52.5%19,967$225.23KQ2 2026Aug 14, 2026
Van Eck Associates CorpSell-21,669-2.9%734,244$8.28MQ2 2026Aug 14, 2026
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Frequently asked questions about PMT activity

  • Which institutional owners are buying PMT?

    Institutional owners buying PMT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PMT activity?

    "Buy" means an investor increased their reported position in PMT compared to the prior reporting period. This reflects growing exposure to PENNYMAC MORTGAGE INVESTMENT (PMT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PMT increasing?

    Institutional interest in PMT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.