PENNYMAC MORTGAGE INVESTMENT (PMT) Top Institutional Shareholders
PENNYMAC MORTGAGE INVESTMENT (PMT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $581.11M in PMT holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of PMT tracked by InsiderSet, reporting ownership valued at approximately $161.57M in its March 31, 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 $139.40M, representing an estimated loss of -13.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed PMT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital 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
215
Total Reported Value
$581.11M
Largest Holder
Blackrock, Inc.
Largest Position
$161.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
150
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% | 13,856,432 | $161,565,999 | $139,395,706 | -$22,170,293 | -13.72% | |
| Vanguard Portfolio Management Llc | 0.00% | 4,951,620 | $57,735,889 | $49,813,297 | -$7,922,592 | -13.72% | |
| Vanguard Capital Management Llc | 0.00% | 3,812,328 | $44,451,744 | $38,352,020 | -$6,099,724 | -13.72% | |
| State Street Corp | 0.00% | 3,382,272 | $39,437,292 | $34,025,656 | -$5,411,636 | -13.72% | |
| Geode Capital Management, Llc | 0.00% | 2,213,348 | $25,812,069 | $22,266,281 | -$3,545,788 | -13.74% | |
| Invesco Ltd. | 0.00% | 2,194,497 | $25,587,835 | $22,076,640 | -$3,511,195 | -13.72% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.03% | 1,658,125 | $19,333,738 | $16,680,738 | -$2,653,001 | -13.72% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,454,818 | $16,963,178 | $14,635,469 | -$2,327,709 | -13.72% | |
| Boston Partners | 0.02% | 1,435,182 | $16,825,175 | $14,437,931 | -$2,387,244 | -14.19% | |
| Morgan Stanley | 0.00% | 1,102,980 | $12,860,758 | $11,095,979 | -$1,764,779 | -13.72% | |
| Northern Trust Corp | 0.00% | 924,203 | $10,776,207 | $9,297,482 | -$1,478,725 | -13.72% | |
| Citadel Advisors Llc | 0.01% | 877,235 | $10,228,560 | $8,824,984 | -$1,403,576 | -13.72% | |
| Royal Bank Of Canada | 0.00% | 642,149 | $7,488,000 | $6,460,019 | -$1,027,981 | -13.73% | |
| Bank Of New York Mellon Corp | 0.00% | 588,544 | $6,862,420 | $5,920,753 | -$941,667 | -13.72% | |
| Dana Investment Advisors, Inc. | 0.20% | 582,434 | $6,791,180 | $5,859,286 | -$931,894 | -13.72% | |
| Allianz Asset Management Gmbh | 0.01% | 557,904 | $6,505,161 | $5,612,514 | -$892,647 | -13.72% | |
| Vanguard Fiduciary Trust Co | 0.00% | 557,659 | $6,502,304 | $5,610,050 | -$892,254 | -13.72% | |
| Nuveen, Llc | 0.00% | 523,566 | $6,104,780 | $5,267,074 | -$837,706 | -13.72% | |
| Principal Financial Group Inc | 0.00% | 422,973 | $4,931,865 | $4,255,108 | -$676,757 | -13.72% | |
| Bank Of America Corp | 0.00% | 412,512 | $4,809,891 | $4,149,871 | -$660,020 | -13.72% | |
| First Trust Advisors Lp | 0.00% | 408,785 | $4,766,432 | $4,112,377 | -$654,055 | -13.72% | |
| Jupiter Asset Management Ltd | 0.03% | 404,873 | $4,720,819 | $4,073,022 | -$647,797 | -13.72% | |
| Public Sector Pension Investment Board | 0.01% | 311,357 | $3,630,423 | $3,132,251 | -$498,172 | -13.72% | |
| Citigroup Inc | 0.00% | 310,038 | $3,615,043 | $3,118,982 | -$496,061 | -13.72% | |
| Millennium Management Llc | 0.00% | 247,511 | $2,885,978 | $2,489,961 | -$396,017 | -13.72% | |
| Bnp Paribas Financial Markets | 0.00% | 244,258 | $2,848,048 | $2,457,235 | -$390,813 | -13.72% | |
| Goldman Sachs Group Inc | 0.00% | 242,972 | $2,833,054 | $2,444,298 | -$388,756 | -13.72% | |
| Rhumbline Advisers | 0.00% | 235,273 | $2,743,264 | $2,366,846 | -$376,418 | -13.72% | |
| Ubs Group Ag | 0.00% | 230,816 | $2,691,315 | $2,322,009 | -$369,306 | -13.72% | |
| Legal & General Group Plc | 0.00% | 218,176 | $2,543,932 | $2,194,851 | -$349,081 | -13.72% | |
| Graniteshares Advisors Llc | 1.62% | 192,954 | $2,249,844 | $1,941,117 | -$308,727 | -13.72% | |
| Mariner Investment Group Llc | 0.64% | 180,000 | $2,098,800 | $1,810,800 | -$288,000 | -13.72% | |
| Two Sigma Investments, Lp | 0.00% | 179,550 | $2,093,553 | $1,806,273 | -$287,280 | -13.72% | |
| Ameriprise Financial Inc | 0.00% | 176,349 | $2,056,226 | $1,774,071 | -$282,155 | -13.72% | |
| Swiss National Bank | 0.00% | 171,700 | $2,002,022 | $1,727,302 | -$274,720 | -13.72% | |
| Raymond James Financial Inc | 0.00% | 166,577 | $1,942,287 | $1,675,765 | -$266,522 | -13.72% | |
| Lpl Financial Llc | 0.00% | 164,613 | $1,919,385 | $1,656,007 | -$263,378 | -13.72% | |
| Barclays Plc | 0.00% | 159,794 | $1,863,198 | $1,607,528 | -$255,670 | -13.72% | |
| Qube Research & Technologies Ltd | 0.00% | 147,033 | $1,714,405 | $1,479,152 | -$235,253 | -13.72% | |
| Intech Investment Management Llc | 0.01% | 122,583 | $1,429,318 | $1,233,185 | -$196,133 | -13.72% | |
| Wells Fargo & Company/Mn | 0.00% | 100,004 | $1,166,041 | $1,006,040 | -$160,001 | -13.72% | |
| Alliancebernstein L.P. | 0.00% | 91,148 | $1,143,907 | $916,949 | -$226,958 | -19.84% | |
| Susquehanna International Group, Llp | 0.00% | 96,359 | $1,123,546 | $969,372 | -$154,174 | -13.72% | |
| Collar Capital Management, Llc | 0.69% | 91,719 | $1,069,444 | $922,693 | -$146,751 | -13.72% | |
| Prudential Financial Inc | 0.00% | 90,426 | $1,054,367 | $909,686 | -$144,681 | -13.72% | |
| Sharpepoint Llc | 0.60% | 86,253 | $1,005,708 | $867,705 | -$138,003 | -13.72% | |
| Angel Oak Capital Advisors, Llc | 1.05% | 81,182 | $946,582 | $816,691 | -$129,891 | -13.72% | |
| Deutsche Bank Ag\ | 0.00% | 80,556 | $939,283 | $810,393 | -$128,890 | -13.72% | |
| Simplex Trading, Llc | 0.03% | 79,747 | $929,850 | $802,255 | -$127,595 | -13.72% | |
| Nomura Asset Management International Inc. | 0.00% | 79,500 | $927,000 | $799,770 | -$127,230 | -13.72% |
Frequently asked questions about PMT
Who owns the most PMT stock?
The largest holders of PMT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PENNYMAC MORTGAGE INVESTMENT (PMT).
Is PMT widely held by superinvestors?
Many widely followed stocks like PMT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PMT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.