PMT: PennyMac Mortgage Investment Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 1 sales totaling $19K in the last 180 days.
Insider sales
| Trade date | Insider | Role | Value | 10b5-1 plan |
|---|---|---|---|---|
| 2026-10-01 | Hendry Gregory L | Officer | $19K | yes |
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-10-30 | Fell below 5% | Vanguard Portfolio Management | 3.95% | SEC |
Institutional ownership (Q2 2026)
213 institutions reported holding $627.32M of PennyMac Mortgage Investment Trust on Form 13F (218 the quarter before). 25 opened a new position and 33 sold out. Shares held by institutions: +10%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 14,569,469 | $164.34M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,035,834 | $56.80M |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,840,860 | $43.32M |
| STATE STREET CORP | 3,547,189 | $40.01M |
| Invesco Ltd. | 3,062,070 | $34.54M |
| GEODE CAPITAL MANAGEMENT, LLC | 2,298,199 | $25.93M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,709,618 | $19.28M |
| CITADEL ADVISORS LLC | 1,672,282 | $18.86M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,464,731 | $16.52M |
| Boston Partners | 1,384,525 | $15.32M |
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