PennyMac Mortgage Investment Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 13.84 M | $169.73 M | -1.13% | 15.91% |
| VANGUARD GROUP INC | 11/07/2025 | 9.43 M | $115.58 M | -2.44% | 10.83% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 5.95 M | $72.90 M | 0.99% | 6.83% |
| STATE STREET CORP | 11/14/2025 | 3.37 M | $41.28 M | -2.57% | 3.87% |
| INVESCO LTD. | 11/13/2025 | 2.20 M | $27.03 M | 8.83% | 2.53% |
| PARALLAX VOLATILITY ADVISERS, L.P. | 11/14/2025 | 2.11 M | $25.91 M | 27.82% | 2.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.10 M | $25.77 M | 0.23% | 2.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 1.67 M | $20.52 M | 468.00% | 1.92% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 1.50 M | $18.40 M | 7.04% | 1.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.44 M | $17.65 M | -3.32% | 1.65% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.34 M | $16.42 M | 41.76% | 1.54% |
| BOSTON PARTNERS | 11/13/2025 | 1.25 M | $15.44 M | 0.16% | 1.44% |
| MORGAN STANLEY | 11/14/2025 | 1.02 M | $12.47 M | -15.01% | 1.17% |
| BARCLAYS PLC | 11/12/2025 | 992.58 K | $12.17 M | 93.25% | 1.14% |
| NORTHERN TRUST CORP | 11/14/2025 | 931.35 K | $11.42 M | -13.32% | 1.07% |
| MARSHALL WACE, LLP | 11/13/2025 | 869.02 K | $10.65 M | 48.44% | 1.00% |
| HBK INVESTMENTS L P | 11/14/2025 | 811.70 K | $9.95 M | 0.00% | 0.93% |
| CITADEL ADVISORS LLC | 11/14/2025 | 782.80 K | $9.60 M | 30.24% | 0.90% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 622.73 K | $7.64 M | 2.02% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 620.58 K | $7.61 M | -12.52% | 0.71% |
| CAPTION MANAGEMENT, LLC | 11/14/2025 | 599.20 K | $7.35 M | 0.00% | 0.69% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 557.59 K | $6.84 M | 0.04% | 0.64% |
| DANA INVESTMENT ADVISORS, INC. | 11/10/2025 | 525.34 K | $6.44 M | 10.20% | 0.60% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 420.19 K | $5.15 M | -2.61% | 0.48% |
| JPMORGAN CHASE & CO | 11/26/2025 | 350.63 K | $4.30 M | -20.59% | 0.40% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 339.38 K | $4.16 M | 14.40% | 0.39% |
| RHUMBLINE ADVISERS | 11/06/2025 | 259.26 K | $3.18 M | -0.50% | 0.30% |
| ROYAL BANK OF CANADA | 11/14/2025 | 250.23 K | $3.07 M | 13.45% | 0.29% |
| UBS GROUP AG | 11/13/2025 | 248.88 K | $3.05 M | 34.01% | 0.29% |
| GRANITESHARES ADVISORS LLC | 10/21/2025 | 243.42 K | $2.98 M | 9.66% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 235.43 K | $2.89 M | -3.15% | 0.27% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 217.10 K | $2.66 M | 0.00% | 0.25% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 216.96 K | $2.66 M | 7.57% | 0.25% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 207.20 K | $2.54 M | -12.98% | 0.24% |
| LPL FINANCIAL LLC | 11/12/2025 | 206.90 K | $2.54 M | 2.61% | 0.24% |
| NUVEEN, LLC | 11/12/2025 | 206.07 K | $2.53 M | 0.00% | 0.24% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 201.72 K | $2.47 M | -7.14% | 0.23% |
| DARK FOREST CAPITAL MANAGEMENT LP | 11/17/2025 | 192.92 K | $2.37 M | 61.35% | 0.22% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2025 | 180.45 K | $2.21 M | -1.39% | 0.21% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 173.02 K | $2.12 M | 656.94% | 0.20% |
| SWISS NATIONAL BANK | 11/13/2025 | 168.70 K | $2.07 M | 1.69% | 0.19% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 165.00 K | $2.02 M | 0.00% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 164.97 K | $2.02 M | 3.45% | 0.19% |
| CAPTION MANAGEMENT, LLC | 11/14/2025 | 150.00 K | $1.84 M | 0.00% | 0.17% |
| CITADEL ADVISORS LLC | 11/14/2025 | 144.50 K | $1.77 M | -16.47% | 0.17% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 139.34 K | $1.71 M | 4.45% | 0.16% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 137.52 K | $1.69 M | -11.93% | 0.16% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/24/2025 | 120.95 K | $1.48 M | -4.93% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 116.00 K | $1.42 M | 10.40% | 0.13% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 10/31/2025 | 114.53 K | $1.40 M | -16.49% | 0.13% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
PennyMac Mortgage Investment Trust institutional Ownership - FAQ's
During the previous two years, 312 institutional investors and hedge funds held shares of PennyMac Mortgage Investment Trust. The most heavily invested institutionals were:
BlackRock, Inc.: 13.84 M
VANGUARD GROUP INC: 9.43 M
T. Rowe Price Investment Management, Inc.: 5.95 M
STATE STREET CORP: 3.37 M
Invesco Ltd.: 2.2 M
GEODE CAPITAL MANAGEMENT, LLC: 2.1 M
66.47% of PennyMac Mortgage Investment Trust stock is owned by institutional investors.
Institutional investors have bought a total of 85.37 M shares in the last 24 months. This purchase volume represents approximately $1.08 B in transactions.