$PMT

$7.27 +$0.01 (0.14%) Close

$PMT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 87.2M shares outstanding

Who owns PMT?

By type of holder

Institutions 72.1% Insiders 0.0% Everyone else 27.9%

Concentration Top 10 holders own 49.9%

BlackRock, Inc. 16.7% · T. Rowe Price Investment Management, Inc. 7.3%

Institutional ownership

72.1%

+5.8 pts vs last qtr

Institutional holders

211

-6 vs last qtr

Net shares bought

+5.1M

by institutions in Q2 2026

New / sold out

31 / 37

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

T. Rowe Price Investment Management, Inc. +931.1K
Invesco Ltd. +867.6K

Biggest sellers in Q2 2026

Royal Bank Of Canada −603.8K
Nuveen, LLC −309.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$64.8K

3 notices from 1 person

Shares covered

7.3K

0.01% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Hendry Gregory L Officer 10b5-1 $64.8K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+12.8%

+1.35% a year

Each share's claim on the business

−11.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$411M vs $43.1M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years71% 3–5 years11% 1–3 years14% Under 1 year4%

Quarterly turnover

9.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PMT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	14.6M	16.71%	+713.0K (+5.1%)	≤2021	0.0%
Shares held by quarter Peak holding15.1M (Q4'24) Change over 8 quarters−499.8K Share of the company16.710% BlackRock, Inc.'s full portfolio →
TR T. Rowe Price Investment Management, Inc.	6.3M	7.28%	+931.1K (+17.2%)	2022	0.1%
Shares held by quarter Peak holding7.7M (Q4'25) Change over 8 quarters+482.5K Share of the company7.280% T. Rowe Price Investment Management, Inc.'s full portfolio →

BlackRock, Inc.

14.6M

% of company

16.71%

Change vs last qtr

+713.0K (+5.1%)

Held since

≤2021

T. Rowe Price Investment Management, Inc.

6.3M

% of company

7.28%

Change vs last qtr

+931.1K (+17.2%)

Held since

2022

28 more super investors behind a free account

See every manager holding PennyMac Mortgage Investment Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PMT on Form N-PORT; together they hold 42.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$59.3M	5.3M	6.03%	0.05%	June 30, 2026
TR T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund, Inc.	$41.2M	3.7M	4.19%	0.39%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$59.3M

% of company

6.03%

% of the fund

0.05%

As of

June 30, 2026

T. Rowe Price Small-Cap Value Fund, Inc.

Position value

$41.2M

% of company

4.19%

% of the fund

0.39%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding PennyMac Mortgage Investment Trust and how much of the fund the position is.

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