Pennymac Mortgage Investment Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 13.86 M | $161.57 M | -2.04% | 15.92% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 5.42 M | $63.18 M | -1.65% | 6.23% |
| 05/08/2026 | 4.95 M | $57.74 M | 100.00% | 5.69% | |
| 05/15/2026 | 3.81 M | $44.45 M | 100.00% | 4.38% | |
| STATE STREET CORP | 05/15/2026 | 3.38 M | $39.44 M | 2.01% | 3.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.21 M | $25.81 M | 4.74% | 2.54% |
| INVESCO LTD. | 05/12/2026 | 2.19 M | $25.59 M | 3.89% | 2.52% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 1.66 M | $19.33 M | 4.20% | 1.91% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.45 M | $16.96 M | 1.57% | 1.67% |
| BOSTON PARTNERS | 05/11/2026 | 1.44 M | $16.83 M | 22.15% | 1.65% |
| MORGAN STANLEY | 05/15/2026 | 1.10 M | $12.86 M | 4.05% | 1.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 1.06 M | $12.33 M | -43.09% | 1.21% |
| NORTHERN TRUST CORP | 05/14/2026 | 924.20 K | $10.78 M | 3.92% | 1.06% |
| CITADEL ADVISORS LLC | 05/15/2026 | 877.24 K | $10.23 M | 78.17% | 1.01% |
| JPMORGAN CHASE & CO | 05/13/2026 | 864.82 K | $9.82 M | -0.99% | 0.99% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 755.91 K | $8.81 M | 3.16% | 0.87% |
| HBK INVESTMENTS L P | 05/15/2026 | 666.70 K | $7.77 M | 0.00% | 0.77% |
| ROYAL BANK OF CANADA | 05/15/2026 | 642.15 K | $7.49 M | 1,469.43% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 588.54 K | $6.86 M | -3.25% | 0.68% |
| DANA INVESTMENT ADVISORS, INC. | 05/14/2026 | 582.43 K | $6.79 M | 11.01% | 0.67% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 557.90 K | $6.51 M | 0.04% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 557.66 K | $6.50 M | 100.00% | 0.64% |
| NUVEEN, LLC | 04/30/2026 | 523.57 K | $6.10 M | -43.57% | 0.60% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 422.97 K | $4.93 M | 1.99% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 412.51 K | $4.81 M | 154.09% | 0.47% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 408.79 K | $4.77 M | 389.65% | 0.47% |
| JUPITER ASSET MANAGEMENT LTD | 05/12/2026 | 404.87 K | $4.72 M | 486.36% | 0.47% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 311.36 K | $3.63 M | 3.26% | 0.36% |
| CITIGROUP INC | 05/11/2026 | 310.04 K | $3.62 M | 513.94% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 247.51 K | $2.89 M | 1,265.88% | 0.28% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 244.26 K | $2.85 M | 1,063.19% | 0.28% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 242.97 K | $2.83 M | 15.26% | 0.28% |
| RHUMBLINE ADVISERS | 05/12/2026 | 235.27 K | $2.74 M | 2.21% | 0.27% |
| UBS GROUP AG | 05/05/2026 | 230.82 K | $2.69 M | 3.31% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 218.18 K | $2.54 M | -2.40% | 0.25% |
| GRANITESHARES ADVISORS LLC | 04/23/2026 | 192.95 K | $2.25 M | -10.27% | 0.22% |
| MARINER INVESTMENT GROUP LLC | 05/05/2026 | 180.00 K | $2.10 M | 100.00% | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 179.55 K | $2.09 M | -46.86% | 0.21% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 176.35 K | $2.06 M | -6.39% | 0.20% |
| SWISS NATIONAL BANK | 05/07/2026 | 171.70 K | $2.00 M | 0.00% | 0.20% |
| CITADEL ADVISORS LLC | 05/15/2026 | 170.80 K | $1.99 M | 240.24% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 166.58 K | $1.94 M | 23.92% | 0.19% |
| LPL FINANCIAL LLC | 05/06/2026 | 164.61 K | $1.92 M | -13.33% | 0.19% |
| CITADEL ADVISORS LLC | 05/15/2026 | 160.50 K | $1.87 M | 310.49% | 0.18% |
| BARCLAYS PLC | 05/15/2026 | 159.79 K | $1.86 M | -73.63% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 147.03 K | $1.71 M | 16.27% | 0.17% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 139.17 K | $1.62 M | -73.59% | 0.16% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 04/27/2026 | 133.26 K | $1.55 M | 5.40% | 0.15% |
| INTECH INVESTMENT MANAGEMENT LLC | 05/08/2026 | 122.58 K | $1.43 M | -61.14% | 0.14% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 112.94 K | $1.32 M | 11.22% | 0.13% |
Pennymac Mortgage Investment Trust institutional Ownership - FAQ's
During the previous two years, 329 institutional investors and hedge funds held shares of Pennymac Mortgage Investment Trust. The most heavily invested institutionals were:
BlackRock, Inc.: 13.86 M
T. Rowe Price Investment Management, Inc.: 5.42 M
STATE STREET CORP: 3.38 M
GEODE CAPITAL MANAGEMENT, LLC: 2.21 M
Invesco Ltd.: 2.19 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 1.66 M
66.44% of Pennymac Mortgage Investment Trust stock is owned by institutional investors.
Institutional investors have bought a total of 85.64 M shares in the last 24 months. This purchase volume represents approximately $1.02 B in transactions.