Pennymac Mortgage Investment Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 14.57 M | $164.34 M | 5.15% | 16.71% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 6.35 M | $71.63 M | 17.18% | 7.28% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 5.04 M | $56.80 M | 1.70% | 5.78% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.84 M | $43.32 M | 0.75% | 4.40% |
| STATE STREET CORP | 08/07/2026 | 3.55 M | $40.01 M | 4.88% | 4.07% |
| INVESCO LTD. | 08/14/2026 | 3.06 M | $34.54 M | 39.53% | 3.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.30 M | $25.93 M | 3.83% | 2.64% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 1.71 M | $19.28 M | 3.11% | 1.96% |
| CITADEL ADVISORS LLC | 09/02/2026 | 1.67 M | $18.86 M | 90.63% | 1.92% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.46 M | $16.52 M | 0.68% | 1.68% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.46 M | $16.52 M | 100.00% | 1.68% |
| BOSTON PARTNERS | 08/04/2026 | 1.38 M | $15.32 M | -3.53% | 1.59% |
| MORGAN STANLEY | 08/13/2026 | 1.32 M | $14.89 M | 19.65% | 1.51% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.29 M | $14.18 M | 49.16% | 1.48% |
| NORTHERN TRUST CORP | 08/13/2026 | 928.75 K | $10.48 M | 0.49% | 1.07% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 793.35 K | $8.95 M | 220.53% | 0.91% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 780.70 K | $8.81 M | -26.15% | 0.90% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 734.24 K | $8.28 M | -2.87% | 0.84% |
| HBK INVESTMENTS L P | 09/16/2026 | 666.70 K | $7.52 M | 0.00% | 0.77% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 635.80 K | $7.17 M | 55.53% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 580.29 K | $6.55 M | 4.06% | 0.67% |
| DANA INVESTMENT ADVISORS, INC. | 08/13/2026 | 573.02 K | $6.46 M | -1.62% | 0.66% |
| EMG HOLDINGS, L.P. | 08/14/2026 | 572.08 K | $6.45 M | 100.00% | 0.66% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 558.16 K | $6.30 M | 0.05% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 544.10 K | $6.14 M | -7.55% | 0.62% |
| CITADEL ADVISORS LLC | 09/02/2026 | 428.90 K | $4.84 M | 151.11% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 422.08 K | $4.76 M | -0.21% | 0.48% |
| CITIGROUP INC | 08/03/2026 | 407.49 K | $4.60 M | 31.43% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 403.32 K | $4.55 M | -2.23% | 0.46% |
| UBS GROUP AG | 08/13/2026 | 396.30 K | $4.47 M | 71.70% | 0.45% |
| JUPITER ASSET MANAGEMENT LTD | 08/10/2026 | 360.00 K | $4.06 M | -11.08% | 0.41% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 299.63 K | $3.38 M | -3.77% | 0.34% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 266.64 K | $3.01 M | 288.78% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 261.80 K | $2.95 M | 141.74% | 0.30% |
| GRANITESHARES ADVISORS LLC | 08/04/2026 | 222.00 K | $2.50 M | 15.06% | 0.25% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 216.71 K | $2.44 M | -0.67% | 0.25% |
| NUVEEN, LLC | 08/11/2026 | 213.83 K | $2.41 M | -59.16% | 0.25% |
| RHUMBLINE ADVISERS | 08/12/2026 | 209.70 K | $2.37 M | -10.87% | 0.24% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 201.90 K | $2.28 M | 1,065.34% | 0.23% |
| WATERFALL ASSET MANAGEMENT, LLC | 08/12/2026 | 199.68 K | $2.25 M | 100.00% | 0.23% |
| CITADEL ADVISORS LLC | 09/02/2026 | 197.30 K | $2.23 M | 22.93% | 0.23% |
| MARINER INVESTMENT GROUP LLC | 07/27/2026 | 180.00 K | $2.03 M | 0.00% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 178.19 K | $2.01 M | 6.97% | 0.20% |
| SWISS NATIONAL BANK | 08/11/2026 | 174.60 K | $1.97 M | 1.69% | 0.20% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 171.48 K | $1.93 M | -2.76% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 160.07 K | $1.81 M | 967.56% | 0.18% |
| BARCLAYS PLC | 08/14/2026 | 156.59 K | $1.77 M | -2.01% | 0.18% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 154.91 K | $1.75 M | 100.00% | 0.18% |
| LPL FINANCIAL LLC | 08/07/2026 | 150.46 K | $1.70 M | -8.60% | 0.17% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 141.77 K | $1.60 M | -41.65% | 0.16% |
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Pennymac Mortgage Investment Trust institutional Ownership - FAQ's
During the previous two years, 348 institutional investors and hedge funds held shares of Pennymac Mortgage Investment Trust. The most heavily invested institutionals were:
BlackRock, Inc.: 14.57 M
T. Rowe Price Investment Management, Inc.: 6.35 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 5.04 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.84 M
STATE STREET CORP: 3.55 M
Invesco Ltd.: 3.06 M
73.80% of Pennymac Mortgage Investment Trust stock is owned by institutional investors.
Institutional investors have bought a total of 101.00 M shares in the last 24 months. This purchase volume represents approximately $1.20 B in transactions.