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Security record · archived quarter

PMT

PennyMac Mortgage Investment Trust · Real Estate · REIT - Mortgage

9.23 -0.6% mkt cap $804.88M quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
0Δ holders
3.08MShares held
$43.92MReported value
+0New positions
−0Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -13.4% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 78 -1 45.36M $508.93M +7 −8
Q1 2026 82 -3 42.00M $487.53M +2 −5
Q4 2025 85 -1 68.99M $606.38M −1
Q3 2025 15 -1 54.03M $437.20M −2
Q2 2025 14 0 52.09M $432.53M +1 −1
Q1 2025 11 +1 28.03M $137.49M +2 −1
Q4 2024 10 +2 6.40M $82.02M +3 −1
Q3 2024 7 0 3.08M $43.92M
Q2 2024 7 3.56M $48.91M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 2.02M +1.6% $28.84M 0.0% ▲ Add 2 SEC ↗
2 Geode Capital Management (passive) 2.02M +1.6% $28.84M 0.0% ▲ Add 2 SEC ↗
3 Norges Bank (passive) 552.52K -5.1% $7.88M 0.0% ▼ Trim 2 SEC ↗
4 Two Sigma Investments 159.03K -9.6% $2.27M 0.0% ▼ Trim 2 SEC ↗
5 T. Rowe Price 123.64K -15.7% $1.76M 0.0% ▼ Trim 2 SEC ↗
6 Citadel Advisors 83.88K -63.5% $1.20M 0.0% ▼ Trim 2 SEC ↗
7 Citadel Advisors 83.88K -63.5% $1.20M 0.0% ▼ Trim 2 SEC ↗
8 Millennium Management 77.22K -66.8% $1.10M 0.0% ▼ Trim 2 SEC ↗
9 D. E. Shaw & Co. 61.53K -69.1% $877,474 0.0% ▼ Trim 2 SEC ↗
10 D. E. Shaw & Co. 61.53K -69.1% $877,474 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 5 holders, 4.95M shares, $5.16M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API