PennyMac Mortgage Investment Trust (PMT) Ownership
PMT ownership summary
as of October 18, 2026- Institutions
- 77.8% of shares outstanding
- Insiders
- 1.19% of shares outstanding
- Shares outstanding
- 87.2M
- Float
- 71.6M shares available to trade
- Short interest
- 15.84% 11.4M shares short
- Days to cover
- 6.45 short interest up 24.0% vs prior month
- Institutions 77.83%
- Insiders 1.19%
- Other investors 20.97%
PMT top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 16.71% | 14.6M | $100.8M | +713,037 (+5.1%) | June 30, 2026 |
| 2 | T. Rowe Price Investment Management,Inc. | 7.28% | 6.3M | $43.9M | +931,109 (+17.2%) | June 30, 2026 |
| 3 | Vanguard Portfolio Management, LLC | 5.77% | 5.0M | $34.8M | +84,214 (+1.7%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.40% | 3.8M | $26.6M | +28,532 (+0.7%) | June 30, 2026 |
| 5 | State Street Corp | 4.07% | 3.5M | $24.5M | +164,917 (+4.9%) | June 30, 2026 |
| 6 | Amvescap Plc. | 3.51% | 3.1M | $21.2M | +867,573 (+39.5%) | June 30, 2026 |
| 7 | Geode Capital Management, LLC | 2.64% | 2.3M | $15.9M | +84,851 (+3.8%) | June 30, 2026 |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.96% | 1.7M | $11.8M | +51,493 (+3.1%) | June 30, 2026 |
| 9 | Citadel Advisors Llc | 1.92% | 1.7M | $11.6M | +795,047 (+90.6%) | June 30, 2026 |
| 10 | Charles Schwab Investment Management Inc | 1.68% | 1.5M | $10.1M | +9,913 (+0.7%) | June 30, 2026 |
| 11 | Boston Partners Global Investors, Inc | 1.59% | 1.4M | $9.6M | −50,657 (−3.5%) | June 30, 2026 |
| 12 | Morgan Stanley - Brokerage Accounts | 1.51% | 1.3M | $9.1M | +216,773 (+19.7%) | June 30, 2026 |
| 13 | JPMorgan Chase & Co | 1.48% | 1.3M | $8.9M | +425,141 (+49.2%) | June 30, 2026 |
| 14 | Northern Trust Corp | 1.06% | 929K | $6.4M | +4,542 (+0.5%) | June 30, 2026 |
| 15 | Millennium Management LLC | 0.91% | 793K | $5.5M | +545,841 (+220.5%) | June 30, 2026 |
| 16 | Van Eck Associates Corporation | 0.84% | 734K | $5.1M | −21,669 (−2.9%) | June 30, 2026 |
| 17 | First Trust Advisors L.P. | 0.73% | 636K | $4.4M | +227,011 (+55.5%) | June 30, 2026 |
| 18 | Vanguard Fiduciary Trust Co | 0.67% | 580K | $4.0M | +22,629 (+4.1%) | June 30, 2026 |
| 19 | Dana Investment Advisors Inc | 0.66% | 573K | $4.0M | −9,412 (−1.6%) | June 30, 2026 |
| 20 | EMG Holdings, L.P. | 0.66% | 572K | $4.0M | +572,080 (0.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 17 holders added 5.7M shares and 3 cut 82K.
PMT top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.95% | 5.2M | $35.9M | +1,338 (+0.0%) | September 30, 2026 |
| 2 | T. Rowe Price Small-Cap Value | 4.45% | 3.9M | $26.9M | — | September 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 3.15% | 2.7M | $19.0M | — | August 31, 2026 |
| 4 | iShares Russell 2000 ETF | 3.12% | 2.7M | $18.9M | +76,497 (+2.9%) | September 30, 2026 |
| 5 | Invesco KBW High Dividend Yld Fincl ETF | 2.09% | 1.8M | $12.6M | — | September 30, 2026 |
| 6 | iShares Mortgage Real Estate Capped ETF | 1.43% | 1.3M | $8.7M | −4,992 (−0.4%) | September 30, 2026 |
| 7 | Vanguard Small Cap Index | 1.13% | 981K | $6.8M | −1.0M (−51.0%) | September 30, 2026 |
| 8 | Fidelity Small Cap Index | 1.12% | 977K | $6.8M | +1,123 (+0.1%) | July 31, 2026 |
| 9 | Global X SuperDividend™ ETF | 1.11% | 967K | $6.7M | — | September 30, 2026 |
| 10 | VanEck Mortgage REIT Income ETF | 0.97% | 843K | $5.8M | +22,974 (+2.8%) | September 30, 2026 |
| 11 | iShares S&P Small-Cap 600 Growth ETF | 0.93% | 809K | $5.6M | — | September 30, 2026 |
| 12 | State Street SPDR Port S&P 600 Sm CpETF | 0.92% | 805K | $5.6M | — | September 30, 2026 |
| 13 | Global X SuperDividend ETF USD Cap | 0.91% | 793K | $5.5M | −2,649 (−0.3%) | September 30, 2026 |
| 14 | iShares Russell 2000 Value ETF | 0.91% | 793K | $5.5M | +1,202 (+0.2%) | September 30, 2026 |
| 15 | Invesco S&P SmallCap Value with Momt ETF | 0.82% | 714K | $4.9M | −798 (−0.1%) | September 30, 2026 |
| 16 | Vanguard MStar Small Cap Value Index | 0.73% | 638K | $4.4M | −635,965 (−49.9%) | September 30, 2026 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 0.71% | 618K | $4.3M | — | September 30, 2026 |
| 18 | PIMCO Dynamic Income Opportunities Fund | 0.64% | 556K | $3.8M | — | June 30, 2026 |
| 19 | Vanguard Russell 2000 ETF | 0.59% | 516K | $3.6M | +6,857 (+1.3%) | September 30, 2026 |
| 20 | State Street® SPDR® S&P 600™ Sm Cp GrETF | 0.59% | 514K | $3.6M | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
PMT insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-23 | Catherine A Lynch | Buy | $13.24 | 1,451 | $19,211 |
| 2025-11-17 | David Spector | Buy | $12.40 | 10,000 | $124,000 |
| 2025-10-24 | Catherine A Lynch | Buy | $12.67 | 1,470 | $18,625 |
| 2025-09-22 | Catherine A Lynch | Buy | $12.02 | 2,823 | $33,932 |
| 2025-07-25 | Catherine A Lynch | Buy | $12.41 | 1,366 | $16,952 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
PMT shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns PMT
Institutional investors own 77.8% of PennyMac Mortgage Investment's shares and insiders 1.19%. The largest holder is BlackRock Inc with 16.71% of the shares (14.6M), as of June 30, 2026. Among the top 20 institutions, 17 added shares and 3 reduced their stake in the latest filings. Short interest is 15.84% of the float, or 6.45 days of average trading volume. The share count rose 4.8% since 2014.
Related: PMT analyst forecast, PMT key metrics, PMT dividend history. See the PMT stock overview for the latest quote and news.
PMT ownership FAQ
Who owns the most PennyMac Mortgage Investment stock?
The largest shareholders of PennyMac Mortgage Investment are BlackRock Inc (16.71%), T. Rowe Price Investment Management,Inc. (7.28%), Vanguard Portfolio Management, LLC (5.77%), Vanguard Capital Management, LLC (4.40%), State Street Corp (4.07%).
What percentage of PennyMac Mortgage Investment is owned by institutions?
Institutions hold 77.8% of PennyMac Mortgage Investment's shares outstanding; insiders hold 1.19%.
Which funds own PennyMac Mortgage Investment?
The largest fund holders of PennyMac Mortgage Investment are iShares Core S&P Small-Cap ETF (5.95%), T. Rowe Price Small-Cap Value (4.45%), Vanguard MStar Total Stk Mkt Idx Invest (3.15%), iShares Russell 2000 ETF (3.12%), Invesco KBW High Dividend Yld Fincl ETF (2.09%).
What is PennyMac Mortgage Investment's short interest?
11.4M shares of PennyMac Mortgage Investment were sold short, 15.84% of the float; at the average daily volume it would take 6.45 days to cover.
Are insiders buying or selling PennyMac Mortgage Investment?
Of the latest 5 reported insider transactions in PennyMac Mortgage Investment (since July 25, 2025), 5 were purchases and 0 were sales.
How many shares of PennyMac Mortgage Investment are outstanding?
PennyMac Mortgage Investment has 87.2M shares outstanding, of which 71.6M are in the public float.