Pennymac Mortgage Investment Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 14.14 M | $177.51 M | 2.17% | 16.25% |
| VANGUARD GROUP INC | 01/29/2026 | 9.27 M | $116.39 M | -1.62% | 10.66% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 5.51 M | $69.15 M | -7.33% | 6.33% |
| STATE STREET CORP | 02/13/2026 | 3.32 M | $42.91 M | -1.54% | 3.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.11 M | $26.52 M | 0.56% | 2.43% |
| INVESCO LTD. | 02/19/2026 | 2.11 M | $26.51 M | -4.18% | 2.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 1.86 M | $23.31 M | 10.97% | 2.13% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 1.59 M | $19.97 M | 6.00% | 1.83% |
| PARALLAX VOLATILITY ADVISERS, L.P. | 02/17/2026 | 1.47 M | $18.39 M | -30.68% | 1.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.43 M | $17.98 M | -0.50% | 1.65% |
| BOSTON PARTNERS | 02/13/2026 | 1.17 M | $14.90 M | -6.14% | 1.35% |
| MORGAN STANLEY | 02/13/2026 | 1.06 M | $13.30 M | 4.22% | 1.22% |
| NUVEEN, LLC | 02/12/2026 | 927.86 K | $11.64 M | 350.26% | 1.07% |
| NORTHERN TRUST CORP | 02/17/2026 | 889.35 K | $11.16 M | -4.51% | 1.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 873.47 K | $10.96 M | 149.11% | 1.00% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 732.75 K | $9.20 M | 17.67% | 0.84% |
| HBK INVESTMENTS L P | 02/17/2026 | 666.70 K | $8.37 M | -17.86% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 608.34 K | $7.63 M | -1.97% | 0.70% |
| BARCLAYS PLC | 02/13/2026 | 605.88 K | $7.60 M | -38.96% | 0.70% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 557.70 K | $7.00 M | 0.02% | 0.64% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 526.95 K | $6.61 M | 1,586.46% | 0.61% |
| DANA INVESTMENT ADVISORS, INC. | 02/05/2026 | 524.66 K | $6.58 M | -0.13% | 0.60% |
| MARSHALL WACE, LLP | 02/13/2026 | 508.88 K | $6.39 M | -41.44% | 0.58% |
| CITADEL ADVISORS LLC | 02/17/2026 | 492.36 K | $6.18 M | -37.10% | 0.57% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 414.74 K | $5.20 M | -1.30% | 0.48% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 337.85 K | $4.24 M | 510.90% | 0.39% |
| INTECH INVESTMENT MANAGEMENT LLC | 02/10/2026 | 315.42 K | $3.96 M | 319.33% | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 301.54 K | $3.78 M | -11.15% | 0.35% |
| RHUMBLINE ADVISERS | 02/13/2026 | 230.19 K | $2.89 M | -11.21% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 223.55 K | $2.81 M | -5.04% | 0.26% |
| UBS GROUP AG | 01/29/2026 | 223.43 K | $2.80 M | -10.23% | 0.26% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 222.17 K | $2.79 M | 28.41% | 0.26% |
| GRANITESHARES ADVISORS LLC | 01/27/2026 | 215.03 K | $2.70 M | -11.66% | 0.25% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 210.80 K | $2.65 M | 53.28% | 0.24% |
| LPL FINANCIAL LLC | 02/11/2026 | 189.92 K | $2.38 M | -8.21% | 0.22% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 188.39 K | $2.37 M | -6.60% | 0.22% |
| SWISS NATIONAL BANK | 02/12/2026 | 171.70 K | $2.15 M | 1.78% | 0.20% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 169.15 K | $2.12 M | 21.40% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 162.35 K | $2.04 M | 73.82% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 152.09 K | $1.91 M | -7.81% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 134.43 K | $1.69 M | 15.89% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 127.18 K | $1.60 M | 58.45% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 126.46 K | $1.59 M | 100.00% | 0.15% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2026 | 126.43 K | $1.59 M | 4.54% | 0.15% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 108.51 K | $1.36 M | 3.85% | 0.12% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/17/2026 | 106.04 K | $1.33 M | 9.58% | 0.12% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 102.86 K | $1.29 M | 429.71% | 0.12% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 101.55 K | $1.28 M | 3.62% | 0.12% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 01/30/2026 | 99.71 K | $1.25 M | -12.94% | 0.11% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 99.55 K | $1.25 M | 761.94% | 0.11% |
Pennymac Mortgage Investment Trust institutional Ownership - FAQ's
During the previous two years, 326 institutional investors and hedge funds held shares of Pennymac Mortgage Investment Trust. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 588,544
Nuveen, LLC: 523,566
PRINCIPAL FINANCIAL GROUP INC: 422,973
UBS Group AG: 230,816
GraniteShares Advisors LLC: 192,954
MARINER INVESTMENT GROUP LLC: 180,000
65.56% of Pennymac Mortgage Investment Trust stock is owned by institutional investors.
Institutional investors have bought a total of 84.26 M shares in the last 24 months. This purchase volume represents approximately $1.00 B in transactions.