PennyMac Mortgage Investment Trust Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 15.11 M | $190.20 M | 0.25% | 17.40% |
VANGUARD GROUP INC | 02/11/2025 | 9.59 M | $120.78 M | -1.24% | 11.04% |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 5.87 M | $73.96 M | 0.12% | 6.77% |
INVESCO LTD. | 02/13/2025 | 2.17 M | $27.37 M | 167.52% | 2.50% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 2.01 M | $25.37 M | -0.37% | 2.32% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.52 M | $19.14 M | 4.38% | 1.75% |
HBK INVESTMENTS L P | 02/14/2025 | 1.10 M | $13.90 M | 31.91% | 1.27% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 853,060 | $10.74 M | 31.41% | 0.98% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 777,712 | $9.79 M | 9.33% | 0.90% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 772,213 | $9.72 M | 5.50% | 0.89% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 707,460 | $8.91 M | -1.46% | 0.81% |
VAN ECK ASSOCIATES CORP | 01/29/2025 | 643,570 | $8.10 M | 9.77% | 0.74% |
ALLIANZ ASSET MANAGEMENT GMBH | 02/03/2025 | 558,760 | $7.03 M | 0.03% | 0.64% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 535,899 | $6.75 M | 5.84% | 0.62% |
DANA INVESTMENT ADVISORS, INC. | 02/06/2025 | 496,570 | $6.25 M | 5.07% | 0.57% |
JPMORGAN CHASE & CO | 02/12/2025 | 496,591 | $6.25 M | -59.27% | 0.57% |
CITIGROUP INC | 02/12/2025 | 479,466 | $6.04 M | 17.61% | 0.55% |
NORGES BANK | 02/12/2025 | 414,015 | $5.21 M | 100.00% | 0.48% |
UBS GROUP AG | 02/14/2025 | 389,047 | $4.90 M | 182.17% | 0.45% |
RHUMBLINE ADVISERS | 01/30/2025 | 264,702 | $3.33 M | 0.38% | 0.30% |
WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 251,127 | $3.16 M | -45.56% | 0.29% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 247,090 | $3.12 M | -5.91% | 0.28% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 245,668 | $3.09 M | -2.89% | 0.28% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 245,297 | $3.09 M | -0.40% | 0.28% |
PRUDENTIAL FINANCIAL INC | 02/11/2025 | 230,603 | $2.90 M | 40.95% | 0.27% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 216,415 | $2.72 M | 17.45% | 0.25% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 209,200 | $2.63 M | 35.67% | 0.24% |
MITSUBISHI UFJ TRUST & BANKING CORP | 02/12/2025 | 208,289 | $2.62 M | 2.09% | 0.24% |
UBS GROUP AG | 02/14/2025 | 200,000 | $2.52 M | 100.00% | 0.23% |
GRANITESHARES ADVISORS LLC | 02/04/2025 | 195,506 | $2.46 M | 100.00% | 0.23% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 171,037 | $2.15 M | -1.95% | 0.20% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 169,900 | $2.14 M | 100.00% | 0.20% |
SWISS NATIONAL BANK | 02/10/2025 | 169,600 | $2.14 M | 0.00% | 0.20% |
KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 159,996 | $2.01 M | 100.00% | 0.18% |
STATE OF NEW JERSEY COMMON PENSION FUND D | 01/31/2025 | 159,027 | $2.00 M | 12.56% | 0.18% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 153,974 | $1.94 M | 99.39% | 0.18% |
BARCLAYS PLC | 02/13/2025 | 152,767 | $1.92 M | 2.71% | 0.18% |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2025 | 140,892 | $1.77 M | -1.19% | 0.16% |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/12/2025 | 132,287 | $1.67 M | -30.02% | 0.15% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 130,810 | $1.65 M | -1.94% | 0.15% |
INTECH INVESTMENT MANAGEMENT LLC | 02/11/2025 | 107,861 | $1.36 M | 176.96% | 0.12% |
AXS INVESTMENTS LLC | 02/10/2025 | 106,848 | $1.35 M | -12.72% | 0.12% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 105,900 | $1.33 M | 29.15% | 0.12% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 104,738 | $1.32 M | 0.00% | 0.12% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 103,277 | $1.30 M | 100.00% | 0.12% |
ANGEL OAK CAPITAL ADVISORS, LLC | 01/31/2025 | 94,182 | $1.19 M | 100.00% | 0.11% |
SQUAREPOINT OPS LLC | 02/14/2025 | 94,100 | $1.18 M | -5.05% | 0.11% |
PENSERRA CAPITAL MANAGEMENT LLC | 02/13/2025 | 91,087 | $1.15 M | -0.84% | 0.10% |
VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 90,569 | $1.14 M | -3.46% | 0.10% |
NOMURA HOLDINGS INC | 02/14/2025 | 90,000 | $1.13 M | 100.00% | 0.10% |
PennyMac Mortgage Investment Trust institutional Ownership - FAQ's
During the previous two years, 297 institutional investors and hedge funds held shares of PennyMac Mortgage Investment Trust. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 15.11 M
VANGUARD GROUP INC: 9.59 M
T. Rowe Price Investment Management, Inc.: 5.87 M
Invesco Ltd.: 2.17 M
GEODE CAPITAL MANAGEMENT, LLC: 2.01 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.52 M
66.12% of PennyMac Mortgage Investment Trust stock is owned by institutional investors.
Institutional investors have bought a total of 80.26 M shares in the last 24 months. This purchase volume represents approximately $1.00 B in transactions.