IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pennymac Mortgage Investment (PMT)

CUSIP: 70931T103 | NYSE | Real Estate · REIT - Mortgage | Small Cap | 915 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC3,449,0844.0%Newly reportedSep 30, 20265,035,834 sh (Jun 30, 2026)
13G/AVanguard Portfolio Management LLC3,449,084
4.0% of class · Sep 30, 2026Newly reported
5,035,834 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Geode Capital Management, LLC2,354,267
0.0% of portfolio›$18.6M
Beach Point Capital Management LP850,483
2.9% of portfolio›$6.7M
Dana Investment Advisors, Inc.727,374
0.2% of portfolio›$5.7M
Bank of New York Mellon Corp489,390
0.0% of portfolio›$3.9M
Barclays PLC450,231
0.0% of portfolio›$3.5M
Principal Financial Group Inc417,604
0.0% of portfolio›$3.3M
GraniteShares Advisors LLC311,609
1.6% of portfolio›$2.5M
Citigroup Inc247,155
0.0% of portfolio›$1.9M
Mariner Investment Group LLC180,000
0.2% of portfolio›$1.4M
LPL Financial LLC148,700
0.0% of portfolio›$1.2M
New York State Teachers Retirement System126,053
0.0% of portfolio›$993
Wedbush Securities Inc91,280
0.0% of portfolio›$719
Deutsche Bank Ag\90,734
0.0% of portfolio›$715.0K
Collar Capital Management, LLC90,315
0.4% of portfolio›$711.7K
Russell Investments Group, Ltd.87,652
0.0% of portfolio›$690.7K
Inspire Investing, LLC80,367
0.0% of portfolio›$633.3K
LSV Asset Management79,500
0.0% of portfolio›$626
Simplex Trading, LLC71,757
0.0% of portfolio›$565.4K
Imc-Chicago, LLC61,352
0.0% of portfolio›$483.5K
Y-Intercept (Hong Kong) Ltd57,753
0.0% of portfolio›$455.1K
Thrivent Financial for Lutherans55,463
0.0% of portfolio›$437
Kestra Private Wealth Services, LLC48,357
0.0% of portfolio›$381.1K
Simplify Asset Management Inc.47,500
0.0% of portfolio›$374.3K
Illinois Municipal Retirement Fund45,568
0.0% of portfolio›$359.1K
Nisa Investment Advisors, LLC41,631
0.0% of portfolio›$328.1K
Louisiana State Employees Retirement System37,100
0.0% of portfolio›$292.3K
Commonwealth Equity Services, LLC29,104
0.0% of portfolio›$229.3K
Samalin Investment Counsel, LLC25,224
0.1% of portfolio›$198.8K
Lido Advisors, LLC25,179
0.0% of portfolio›$198.4K
Arizona State Retirement System24,570
0.0% of portfolio›$193.6K
Strs Ohio24,200
0.0% of portfolio›$190.7K
Amalgamated Bank22,642
0.0% of portfolio›$178
Yousif Capital Management, LLC21,846
0.0% of portfolio›$172.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS20,546
0.0% of portfolio›$161.9K
Wealth Enhancement Advisory Services, LLC19,870
0.0% of portfolio›$148.8K
Maryland State Retirement & Pension System19,665
0.0% of portfolio›$155.0K
Oregon Public Employees Retirement Fund19,613
0.0% of portfolio›$154.6K
Mallini Complete Financial Planning LLC18,434
0.1% of portfolio›$145.3K
AlphaCore Capital LLC17,541
0.0% of portfolio›$138.2K
PNC Financial Services Group, Inc.17,201
0.0% of portfolio›$135.5K
Prospera Financial Services Inc17,198
0.0% of portfolio›$128.5K
Advocate Investing Services LLC16,100
0.1% of portfolio›$126.9K
Amundi14,939
0.0% of portfolio›$117.7K
State of Alaska, Department of Revenue14,650
0.0% of portfolio›$115
Pictet Asset Management Holding SA13,124
0.0% of portfolio›$103.4K
Gamma Investing LLC12,348
0.0% of portfolio›$97.3K
ProShare Advisors LLC12,130
0.0% of portfolio›$95.6K
SteelPeak Wealth, LLC12,077
0.0% of portfolio›$95.2K
J.W. Cole Advisors, Inc.11,594
0.0% of portfolio›$91.4K
LB Partners LLC10,500
0.1% of portfolio›$176.4K
Signaturefd, LLC7,079
0.0% of portfolio›$55.8K
Fortitude Family Office, LLC6,925
0.0% of portfolio›$54.6K
Farther Finance Advisors, LLC5,831
0.0% of portfolio›$46.0K
Parkside Financial Bank & Trust3,837
0.0% of portfolio›$30.2K
Nykredit A/S3,265
0.0% of portfolio›$25.7K
Allworth Financial LP2,889
0.0% of portfolio›$32.6K
Pinnacle Wealth Planning Services, Inc.2,390
0.0% of portfolio›$18.8K
Sterling Capital Management LLC1,866
0.0% of portfolio›$14.7K
TD Waterhouse Canada Inc.1,500
0.0% of portfolio›$11.6K
Heritage Family Offices, LLP1,245
0.0% of portfolio›$9.8K
EverSource Wealth Advisors, LLC1,206
0.0% of portfolio›$9.5K
Harbor Capital Advisors, Inc.1,058
0.0% of portfolio›$8
US Bancorp \de\1,055
0.0% of portfolio›$8.3K
Covestor Ltd1,038
0.0% of portfolio›$9
Nfsg Corp1,000
0.0% of portfolio›$7.9K
KFG LLC993
0.0% of portfolio›$7.8K
Meriwether Wealth & Planning, LLC930
0.0% of portfolio›$7.3K
Parallel Advisors, LLC906
0.0% of portfolio›$7.1K
Versant Capital Management, Inc865
0.0% of portfolio›$6.8K
Nova Financial LLC700
0.0% of portfolio›$5.5K
MassMutual Private Wealth & Trust, FSB584
0.0% of portfolio›$4.6K
Lodestone Wealth Management LLC521
0.0% of portfolio›$4.1K
Larson Financial Group LLC514
0.0% of portfolio›$4.1K
Capital Advisors, Ltd. LLC474
0.0% of portfolio›$4
UMB Bank, n.a.451
0.0% of portfolio›$3.6K
Fifth Third Bancorp351
0.0% of portfolio›$2.8K
Clearstead Advisors, LLC185
0.0% of portfolio›$1.5K
High Note Wealth, LLC184
0.0% of portfolio›$1.5K
Root Financial Partners, LLC174
0.0% of portfolio›$1.4K
Rossby Financial, LCC154
0.0% of portfolio›$1.2K
Compass Financial Management LLC141
0.0% of portfolio›$1.1K
Bell Investment Advisors, Inc131
0.0% of portfolio›$1.0K
Essential Partners LLC131
0.0% of portfolio›$1.0K
True Wealth Design, LLC113
0.0% of portfolio›$891
Farmers & Merchants Investments Inc95
0.0% of portfolio›$749
Retirement Wealth Solutions LLC72
0.0% of portfolio›$568
Caitong International Asset Management Co., Ltd60
0.0% of portfolio›$473
Valley National Advisers Inc49
0.0% of portfolio›$387
Signature Equity Partners, LLC46
0.0% of portfolio›$362
UMB Private Wealth Management, LLC45
0.0% of portfolio›$355
West Financial Advisors, LLC44
0.0% of portfolio›$347
Bare Financial Services, Inc41
0.0% of portfolio›$323
Cedar Mountain Advisors, LLC34
0.0% of portfolio›$268
Davis Capital Management32
0.0% of portfolio›$252
JFS Wealth Advisors, LLC16
0.0% of portfolio›$127
SJS Investment Consulting Inc.13
0.0% of portfolio›$103
Gilpin Wealth Management, LLC10
0.0% of portfolio›$79
Hughes Financial Services, LLC1
0.0% of portfolio›$7
StyleTurnoverLocationFiled
Geode Capital Management, LLC
2,354,267$18.6M0.0%IndexVery LowBoston, MA2026-11-06
Beach Point Capital Management LP
850,483$6.7M2.9%YieldMediumSanta Monica, CA2026-10-20
Dana Investment Advisors, Inc.
727,374$5.7M0.2%GARPMediumBrookfield, WI2026-11-06
Bank of New York Mellon Corp
489,390$3.9M0.0%CoreLowNew York, NY2026-11-05
Barclays PLC
450,231$3.5M0.0%CoreMediumLondon, United Kingdom2026-11-06
Principal Financial Group Inc
417,604$3.3M0.0%CoreLowDes Moines, IA2026-11-02
GraniteShares Advisors LLC
311,609$2.5M1.6%YieldMediumNew York, NY2026-10-29
Citigroup Inc
247,155$1.9M0.0%CoreMediumNew York, NY2026-11-04
Mariner Investment Group LLC
180,000$1.4M0.2%ETFHighNew York, NY2026-11-04
LPL Financial LLC
148,700$1.2M0.0%IndexVery LowFort Mill, SC2026-11-06
New York State Teachers Retirement System
126,053$9930.0%CoreVery LowAlbany, NY2026-10-22
Wedbush Securities Inc
91,280$7190.0%CoreLowPasadena, CA2026-10-22
Deutsche Bank Ag\
90,734$715.0K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Collar Capital Management, LLC
90,315$711.7K0.4%ValueLowAppleton, WI2026-10-28
Russell Investments Group, Ltd.
87,652$690.7K0.0%CoreLowSeattle, WA2026-11-06
Inspire Investing, LLC
80,367$633.3K0.0%GARPHighMeridian, ID2026-10-22
LSV Asset Management
79,500$6260.0%Deep ValueMediumChicago, IL2026-11-06
Simplex Trading, LLC
71,757$565.4K0.0%CoreVery HighChicago, IL2026-11-04
Imc-Chicago, LLC
61,352$483.5K0.0%GARPVery HighChicago, IL2026-11-05
Y-Intercept (Hong Kong) Ltd
57,753$455.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Thrivent Financial for Lutherans
55,463$4370.0%GARPMediumMinneapolis, MN2026-11-05
Kestra Private Wealth Services, LLC
48,357$381.1K0.0%GrowthLowAustin, TX2026-11-06
Simplify Asset Management Inc.
47,500$374.3K0.0%CoreLowLas Vegas, NV2026-10-27
Illinois Municipal Retirement Fund
45,568$359.1K0.0%CoreMediumOak Brook, IL2026-11-05
Nisa Investment Advisors, LLC
41,631$328.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Louisiana State Employees Retirement System
37,100$292.3K0.0%IndexLowBaton Rouge, LA2026-10-20
Commonwealth Equity Services, LLC
29,104$229.3K0.0%ETFLowWaltham, MA2026-11-02
Samalin Investment Counsel, LLC
25,224$198.8K0.1%YieldMediumChappaqua, NY2026-10-23
Lido Advisors, LLC
25,179$198.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Arizona State Retirement System
24,570$193.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
24,200$190.7K0.0%CoreMediumColumbus, OH2026-10-30
Amalgamated Bank
22,642$1780.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
21,846$172.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
20,546$161.9K0.0%CoreLowHarrisburg, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
19,870$148.8K0.0%CoreLowPlymouth, MN2026-10-13
Maryland State Retirement & Pension System
19,665$155.0K0.0%IndexVery LowBaltimore, MD2026-11-05
Oregon Public Employees Retirement Fund
19,613$154.6K0.0%IndexVery LowTigard, OR2026-10-30
Mallini Complete Financial Planning LLC
18,434$145.3K0.1%ETFMediumGainesville, FL2026-10-06
AlphaCore Capital LLC
17,541$138.2K0.0%ETFLowLa Jolla, CA2026-11-04
PNC Financial Services Group, Inc.
17,201$135.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Prospera Financial Services Inc
17,198$128.5K0.0%CoreMediumDallas, TX2026-11-04
Advocate Investing Services LLC
16,100$126.9K0.1%ETFLowWoodbine, MD2026-10-26
Amundi
14,939$117.7K0.0%CoreMediumParis, India2026-11-06
State of Alaska, Department of Revenue
14,650$1150.0%CoreVery LowJuneau, AK2026-10-15
Pictet Asset Management Holding SA
13,124$103.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Gamma Investing LLC
12,348$97.3K0.0%IndexVery LowFoster City, CA2026-10-08
ProShare Advisors LLC
12,130$95.6K0.0%GrowthLowBethesda, MD2026-10-29
SteelPeak Wealth, LLC
12,077$95.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
J.W. Cole Advisors, Inc.
11,594$91.4K0.0%IndexLowTampa, FL2026-11-05
LB Partners LLC
10,500$176.4K0.1%ValueMediumCharlottesville, VA2026-11-05
Signaturefd, LLC
7,079$55.8K0.0%IndexLowAtlanta, GA2026-10-23
Fortitude Family Office, LLC
6,925$54.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
5,831$46.0K0.0%IndexLowSan Francisco, CA2026-10-08
Parkside Financial Bank & Trust
3,837$30.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Nykredit A/S
3,265$25.7K0.0%CoreN/ANordhavn, Greece2026-11-06
Allworth Financial LP
2,889$32.6K0.0%IndexLowFolsom, CA2026-11-06
Pinnacle Wealth Planning Services, Inc.
2,390$18.8K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
1,866$14.7K0.0%GARPMediumCharlotte, NC2026-10-22
TD Waterhouse Canada Inc.
1,500$11.6K0.0%CoreLowToronto, Australia2026-10-16
Heritage Family Offices, LLP
1,245$9.8K0.0%GrowthHighScottsdale, AZ2026-11-02
EverSource Wealth Advisors, LLC
1,206$9.5K0.0%CoreMediumBirmingham, AL2026-11-04
Harbor Capital Advisors, Inc.
1,058$80.0%ValueHighChicago, IL2026-10-22
US Bancorp \de\
1,055$8.3K0.0%IndexLowMinneapolis, MN2026-11-05
Covestor Ltd
1,038$90.0%ValueHighLondon, United Kingdom2026-10-30
Nfsg Corp
1,000$7.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
KFG LLC
993$7.8K0.0%ETFN/ARapid City, SD2026-11-02
Meriwether Wealth & Planning, LLC
930$7.3K0.0%ETFMediumMinden, LA2026-10-13
Parallel Advisors, LLC
906$7.1K0.0%IndexLowSan Francisco, CA2026-11-03
Versant Capital Management, Inc
865$6.8K0.0%GARPLowPhoenix, AZ2026-10-02
Nova Financial LLC
700$5.5K0.0%N/AN/ATucson, AZ2026-11-04
MassMutual Private Wealth & Trust, FSB
584$4.6K0.0%CoreLowSpringfield, MA2026-10-05
Lodestone Wealth Management LLC
521$4.1K0.0%CoreLowSpokane, WA2026-10-14
Larson Financial Group LLC
514$4.1K0.0%GrowthLowSt Louis, MO2026-11-05
Capital Advisors, Ltd. LLC
474$40.0%ETFLowShaker Heights, OH2026-10-27
UMB Bank, n.a.
451$3.6K0.0%CoreLowKansas City, MO2026-11-06
Fifth Third Bancorp
351$2.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Clearstead Advisors, LLC
185$1.5K0.0%ETFLowCleveland, OH2026-11-06
High Note Wealth, LLC
184$1.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Root Financial Partners, LLC
174$1.4K0.0%ETFMediumEncinitas, CA2026-10-21
Rossby Financial, LCC
154$1.2K0.0%ETFMediumMelbourne, FL2026-11-05
Compass Financial Management LLC
141$1.1K0.0%CoreN/ATampa, FL2026-10-30
Bell Investment Advisors, Inc
131$1.0K0.0%ETFVery LowOrinda, CA2026-10-29
Essential Partners LLC
131$1.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
113$8910.0%ETFMediumAkron, OH2026-10-13
Farmers & Merchants Investments Inc
95$7490.0%CoreVery LowLincoln, NE2026-10-22
Retirement Wealth Solutions LLC
72$5680.0%ETFLowMarshfield, WI2026-10-07
Caitong International Asset Management Co., Ltd
60$4730.0%GrowthVery HighHong Kong, South Korea2026-10-29
Valley National Advisers Inc
49$3870.0%ETFLowBethlehem, PA2026-10-23
Signature Equity Partners, LLC
46$3620.0%GrowthMediumColumbus, OH2026-10-29
UMB Private Wealth Management, LLC
45$3550.0%GrowthN/AKansas City, MO2026-10-19
West Financial Advisors, LLC
44$3470.0%ETFLowDes Moines, IA2026-10-22
Bare Financial Services, Inc
41$3230.0%ETFVery LowGap, PA2026-11-04
Cedar Mountain Advisors, LLC
34$2680.0%ETFVery LowLake Oswego, OR2026-10-15
Davis Capital Management
32$2520.0%CoreLowJacksonville, FL2026-10-08
JFS Wealth Advisors, LLC
16$1270.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
13$1030.0%ETFVery LowSylvania, OH2026-10-26
Gilpin Wealth Management, LLC
10$790.0%GrowthLowDenver, CO2026-10-09
Hughes Financial Services, LLC
1$70.0%ETFLowHerndon, VA2026-10-30