DOSSIER · 13F Holders · Q1 2026Financial Services · Real Estate Investment Trusts
PMT

PENNYMAC MTG INVT TR

227 institutions still hold PENNYMAC MTG INVT TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 70931T103·Real Estate Investment Trusts·227 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$564M
visible holders
Holders
227
filers reporting
Concentration
28.64%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

227 institutions reported PMT in Q1 2026. BlackRock, Inc. leads at 28.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$162M13.9M0.00%Q1 2026
02
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$63M5.4M0.04%Q1 2026
03
Vanguard Portfolio Management
CIK 0002100121· Index
$58M5.0M0.00%Q1 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$44M3.8M0.00%Q1 2026
05
STATE STREET CORP
CIK 0000093751
$39M3.4M0.00%Q1 2026
06
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$26M2.2M0.00%Q1 2026
07
Invesco Ltd.
CIK 0000914208
$26M2.2M0.00%Q1 2026
08
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$19M1.7M0.03%Q1 2026
09
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$17M1.5M0.00%Q1 2026
10
Boston Partners
CIK 0001386060
$17M1.4M0.02%Q1 2026
11
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$15M1.3M0.00%Q1 2026
12
MORGAN STANLEY
CIK 0000895421
$13M1.1M0.00%Q1 2026
13
NORTHERN TRUST CORP
CIK 0000073124· Index
$11M924K0.00%Q1 2026
14
JPMORGAN CHASE & CO
CIK 0000019617
$10M865K0.00%Q1 2026
15
VAN ECK ASSOCIATES CORP
CIK 0000869178
$9M756K0.01%Q1 2026
16
HBK INVESTMENTS L P
CIK 0001011443
$8M667K0.08%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$7M642K0.00%Q1 2026
18
CITADEL ADVISORS LLC
CIK 0001423053
$7M582K0.00%Q4 2025
19
Bank of New York Mellon Corp
CIK 0001390777
$7M589K0.00%Q1 2026
20
Dana Investment Advisors, Inc.
CIK 0001427514
$7M582K0.20%Q1 2026
Page 1 of 12
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Insiders at PENNYMAC MTG INVT TR
Perotti Daniel StanleyStark DerekTidmore AbbieElbaum MarkSpector DavidFollette JamesJones Doug