PMT Institutional Ownership & Shareholders
PENNYMAC MORTGAGE INVESTMENT (PMT) is currently held by 216 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $709.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of PMT tracked by InsiderSet, reporting ownership valued at approximately $164.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $116.99M, representing an estimated loss of -28.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed PMT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., T. Rowe Price Investment Management, Inc., Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in PENNYMAC MORTGAGE INVESTMENT (PMT).
This page ranks the largest institutional PMT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
216
Total Reported Value
$709.46M
Largest Holder
Blackrock, Inc.
Largest Position
$164.34M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 14,569,469 | $164,343,612 | $116,992,836 | -$47,350,776 | -28.81% | |
| T. Rowe Price Investment Management, Inc. | 0.05% | 6,349,860 | $71,627,000 | $50,989,376 | -$20,637,624 | -28.81% | |
| Vanguard Portfolio Management Llc | 0.00% | 5,035,834 | $56,804,208 | $40,437,747 | -$16,366,461 | -28.81% | |
| Vanguard Capital Management Llc | 0.00% | 3,840,860 | $43,324,901 | $30,842,106 | -$12,482,795 | -28.81% | |
| State Street Corp | 0.00% | 3,547,189 | $40,012,292 | $28,483,928 | -$11,528,364 | -28.81% | |
| Invesco Ltd. | 0.00% | 3,062,070 | $34,540,150 | $24,588,422 | -$9,951,728 | -28.81% | |
| Geode Capital Management, Llc | 0.00% | 2,298,199 | $25,928,355 | $18,454,538 | -$7,473,817 | -28.82% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.02% | 1,709,618 | $19,284,491 | $13,728,233 | -$5,556,258 | -28.81% | |
| Citadel Advisors Llc | 0.01% | 1,672,282 | $18,863,341 | $13,428,424 | -$5,434,917 | -28.81% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,464,731 | $16,522,166 | $11,761,790 | -$4,760,376 | -28.81% | |
| Boston Partners | 0.01% | 1,384,525 | $15,323,147 | $11,117,736 | -$4,205,411 | -27.44% | |
| Morgan Stanley | 0.00% | 1,319,753 | $14,886,828 | $10,597,617 | -$4,289,211 | -28.81% | |
| Jpmorgan Chase & Co | 0.00% | 1,289,962 | $14,182,152 | $10,358,395 | -$3,823,757 | -26.96% | |
| Northern Trust Corp | 0.00% | 928,745 | $10,476,243 | $7,457,822 | -$3,018,421 | -28.81% | |
| Millennium Management Llc | 0.01% | 793,352 | $8,949,011 | $6,370,617 | -$2,578,394 | -28.81% | |
| Van Eck Associates Corp | 0.01% | 734,244 | $8,282,272 | $5,895,979 | -$2,386,293 | -28.81% | |
| First Trust Advisors Lp | 0.00% | 635,796 | $7,171,778 | $5,105,442 | -$2,066,336 | -28.81% | |
| Beach Point Capital Management Lp | 3.01% | 850,483 | $6,701,806 | $6,829,378 | +$127,572 | +1.90% | |
| Vanguard Fiduciary Trust Co | 0.00% | 580,288 | $6,545,649 | $4,659,713 | -$1,885,936 | -28.81% | |
| Dana Investment Advisors, Inc. | 0.17% | 573,022 | $6,463,688 | $4,601,367 | -$1,862,321 | -28.81% | |
| Emg Holdings, L.P. | 10.75% | 572,080 | $6,453,062 | $4,593,802 | -$1,859,260 | -28.81% | |
| Allianz Asset Management Gmbh | 0.01% | 558,162 | $6,296,067 | $4,482,041 | -$1,814,026 | -28.81% | |
| Bank Of New York Mellon Corp | 0.00% | 544,097 | $6,137,416 | $4,369,099 | -$1,768,317 | -28.81% | |
| Citigroup Inc | 0.00% | 407,487 | $4,596,453 | $3,272,121 | -$1,324,332 | -28.81% | |
| Bank Of America Corp | 0.00% | 403,322 | $4,549,476 | $3,238,676 | -$1,310,800 | -28.81% | |
| Ubs Group Ag | 0.00% | 396,300 | $4,470,264 | $3,182,289 | -$1,287,975 | -28.81% | |
| Jupiter Asset Management Ltd | 0.02% | 360,001 | $4,060,811 | $2,890,808 | -$1,170,003 | -28.81% | |
| Public Sector Pension Investment Board | 0.01% | 299,628 | $3,379,804 | $2,406,013 | -$973,791 | -28.81% | |
| Principal Financial Group Inc | 0.00% | 417,604 | $3,290,720 | $3,353,360 | +$62,640 | +1.90% | |
| Aqr Capital Management Llc | 0.00% | 266,644 | $3,007,739 | $2,141,151 | -$866,588 | -28.81% | |
| Graniteshares Advisors Llc | 1.61% | 311,609 | $2,455,479 | $2,502,220 | +$46,741 | +1.90% | |
| Legal & General Group Plc | 0.00% | 216,707 | $2,444,454 | $1,740,157 | -$704,297 | -28.81% | |
| Nuveen, Llc | 0.00% | 213,825 | $2,411,946 | $1,717,015 | -$694,931 | -28.81% | |
| Rhumbline Advisers | 0.00% | 209,697 | $2,365,362 | $1,683,867 | -$681,495 | -28.81% | |
| Quantinno Capital Management Lp | 0.00% | 201,896 | $2,277,387 | $1,621,225 | -$656,162 | -28.81% | |
| Waterfall Asset Management, Llc | 1.38% | 199,682 | $2,252,413 | $1,603,446 | -$648,967 | -28.81% | |
| Advisors Asset Management, Inc. | 0.03% | 125,275 | $2,171,016 | $1,005,958 | -$1,165,058 | -53.66% | |
| Mariner Investment Group Llc | 0.48% | 180,000 | $2,030,400 | $1,445,400 | -$585,000 | -28.81% | |
| Raymond James Financial Inc | 0.00% | 178,185 | $2,009,927 | $1,430,826 | -$579,101 | -28.81% | |
| Swiss National Bank | 0.00% | 174,600 | $1,969,488 | $1,402,038 | -$567,450 | -28.81% | |
| Ameriprise Financial Inc | 0.00% | 171,480 | $1,934,298 | $1,376,984 | -$557,314 | -28.81% | |
| Barclays Plc | 0.00% | 156,585 | $1,766,279 | $1,257,378 | -$508,901 | -28.81% | |
| Corient Private Wealth Llc | 0.00% | 154,905 | $1,747,329 | $1,243,887 | -$503,442 | -28.81% | |
| Lpl Financial Llc | 0.00% | 150,456 | $1,697,146 | $1,208,162 | -$488,984 | -28.81% | |
| Goldman Sachs Group Inc | 0.00% | 141,769 | $1,599,153 | $1,138,405 | -$460,748 | -28.81% | |
| Wells Fargo & Company/Mn | 0.00% | 139,941 | $1,578,532 | $1,123,726 | -$454,806 | -28.81% | |
| Penserra Capital Management Llc | 0.01% | 138,482 | $1,562,000 | $1,112,010 | -$449,990 | -28.81% | |
| Price T Rowe Associates Inc | 0.00% | 136,361 | $1,539,000 | $1,094,979 | -$444,021 | -28.85% | |
| Guggenheim Capital Llc | 0.01% | 105,044 | $1,184,897 | $843,503 | -$341,394 | -28.81% | |
| Xtx Topco Ltd | 0.02% | 103,589 | $1,168,484 | $831,820 | -$336,664 | -28.81% |
Frequently asked questions about PMT
Who are the largest institutional holders of PMT?
The largest institutional holders of PMT reported in the latest SEC Form 13F filings include Blackrock, Inc., T. Rowe Price Investment Management, Inc., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported PMT position.
What is PMT institutional ownership?
This page tracks PMT positions reported by institutional investment managers through SEC Form 13F. PENNYMAC MORTGAGE INVESTMENT (PMT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PMT?
InsiderSet currently tracks 216 institutional managers reporting PMT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PMT shareholders.
How much PMT stock do institutions own?
Institutional investment managers disclosed approximately $709.46M in PMT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PMT institutional ownership last updated?
The latest PMT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PMT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PMT position after the reporting date.
Are institutions buying or selling PMT?
Institutional buying and selling can be analyzed by comparing PMT positions across consecutive 13F reporting periods. InsiderSet's PMT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PMT ownership changes.
How has PMT institutional ownership changed over time?
InsiderSet tracks PMT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.