PennyMac Mortgage Investment Trust (PMT) — Institutional Holders, Q2 2026 (page 2)
213 institutional investment managers reported a PMT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $708.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PMT 13F holders ranked 101–200 of 213
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#101 · 22,487 sh | 22,487 | $253.7K | <0.01% | -2.3% |
| 102 | Cetera Investment Advisers#102 · 22,253 sh | 22,253 | $251.0K | <0.01% | -24.6% |
| 103 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#103 · 21,982 sh | 21,982 | $248.0K | <0.01% | 0.0% |
| 104 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#104 · 20,679 sh | 20,679 | $233.3K | <0.01% | -3.9% |
| 105 | MANGROVE PARTNERS IM#105 · 19,967 sh | 19,967 | $225.2K | 0.01% | -52.5% |
| 106 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#106 · 19,813 sh | 19,813 | $223.5K | <0.01% | -0.5% |
| 107 | Vanguard Investments Australia, Ltd.#107 · 19,701 sh | 19,701 | $222.2K | <0.01% | 0.0% |
| 108 | Mallini Complete Financial Planning#108 · 18,995 sh | 18,995 | $214.3K | — | +0.6% |
| 109 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#109 · 18,900 sh | 18,900 | $213.2K | 0.00% | -80.4% |
| 110 | KLP KAPITALFORVALTNING AS#110 · 18,600 sh | 18,600 | $209.8K | <0.01% | 0.0% |
| 111 | VOYA INVESTMENT MANAGEMENT#111 · 18,291 sh | 18,291 | $206.3K | <0.01% | +8.4% |
| 112 | NISA INVESTMENT ADVISORS#112 · 18,199 sh | 18,199 | $205.3K | — | +100.3% |
| 113 | STRS OHIO#113 · 17,400 sh | 17,400 | $196.3K | <0.01% | +13.0% |
| 114 | Samalin Investment Counsel#114 · 16,703 sh | 16,703 | $188.4K | — | -39.0% |
| 115 | CIBC WORLD MARKET#115 · 16,700 sh | 16,700 | $188.4K | <0.01% | New |
| 116 | PNC FINANCIAL SERVICES GROUP#116 · 16,250 sh | 16,250 | $183.3K | <0.01% | +80.3% |
| 117 | STIFEL FINANCIAL#117 · 16,207 sh | 16,207 | $182.8K | <0.01% | -7.0% |
| 118 | Advocate Investing Services#118 · 16,100 sh | 16,100 | $181.6K | — | 0.0% |
| 119 | Ensign Peak Advisors#119 · 16,002 sh | 16,002 | $180.5K | <0.01% | 0.0% |
| 120 | Sanctuary Advisors#120 · 15,600 sh | 15,600 | $176.0K | <0.01% | New |
| 121 | Empowered Funds#121 · 15,549 sh | 15,549 | $175.4K | <0.01% | -24.1% |
| 122 | AlphaCore Capital#122 · 15,197 sh | 15,197 | $171.4K | <0.01% | -28.5% |
| 123 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#123 · 15,188 sh | 15,188 | $171.0K | <0.01% | 0.0% |
| 124 | OSAIC#124 · 15,068 sh | 15,068 | $170.0K | <0.01% | -17.0% |
| 125 | J.W. COLE ADVISORS#125 · 14,768 sh | 14,768 | $166.6K | <0.01% | +26.6% |
| 126 | BNP PARIBAS FINANCIAL MARKETS#126 · 14,512 sh | 14,512 | $163.7K | <0.01% | -94.1% |
| 127 | QRG CAPITAL MANAGEMENT#127 · 14,080 sh | 14,080 | $158.8K | <0.01% | +7.3% |
| 128 | VICTORY CAPITAL MANAGEMENT#128 · 13,896 sh | 13,896 | $156.7K | <0.01% | +1.1% |
| 129 | Pictet Asset Management Holding SA#129 · 13,124 sh | 13,124 | $148.0K | <0.01% | 0.0% |
| 130 | Amundi#130 · 12,958 sh | 12,958 | $146.2K | 0.00% | -18.3% |
| 131 | WESTBOURNE INVESTMENTS#131 · 12,780 sh | 12,780 | $144.2K | 0.06% | 0.0% |
| 132 | Maryland State Retirement & Pension System#132 · 12,678 sh | 12,678 | $143.0K | <0.01% | 0.0% |
| 133 | ProShare Advisors#133 · 12,617 sh | 12,617 | $142.3K | <0.01% | -7.1% |
| 134 | Stonebridge Financial Group#134 · 11,960 sh | 11,960 | $134.0K | 0.02% | — |
| 135 | Janney Montgomery Scott#135 · 11,353 sh | 11,353 | $128.0K | <0.01% | 0.0% |
| 136 | WEALTH ENHANCEMENT ADVISORY SERVICES#136 · 12,145 sh | 12,145 | $124.9K | — | New |
| 137 | one8zero8#137 · 11,050 sh | 11,050 | $124.6K | 0.02% | 0.0% |
| 138 | Essex Financial Services#138 · 10,612 sh | 10,612 | $119.7K | <0.01% | +3.6% |
| 139 | SG Americas Securities#139 · 10,042 sh | 10,042 | $113.0K | <0.01% | -92.8% |
| 140 | SEI INVESTMENTS#140 · 10,011 sh | 10,011 | $112.9K | <0.01% | -51.5% |
| 141 | Farther Finance Advisors#141 · 8,988 sh | 8,988 | $101.4K | — | -6.0% |
| 142 | Parkside Financial Bank#142 · 8,924 sh | 8,924 | $100.7K | — | +94.2% |
| 143 | Orographic Financial Advisors#143 · 10,203 sh | 10,203 | $96.0K | 0.06% | 0.0% |
| 144 | GROUP ONE TRADING, L.P.#144 · 8,305 sh | 8,305 | $93.7K | <0.01% | +3.8% |
| 145 | Ameritas Investment Partners#145 · 8,038 sh | 8,038 | $90.7K | <0.01% | +10.2% |
| 146 | GAMMA Investing#146 · 6,969 sh | 6,969 | $78.6K | — | +68.0% |
| 147 | SRS Capital Advisors#147 · 5,296 sh | 5,296 | $59.7K | <0.01% | New |
| 148 | Fulcrum Asset Management LLP#148 · 5,322 sh | 5,322 | $58.3K | <0.01% | New |
| 149 | Tower Research Capital (TRC)#149 · 4,267 sh | 4,267 | $48.1K | <0.01% | -52.2% |
| 150 | Steward Partners Investment Advisory#150 · 3,554 sh | 3,554 | $40.1K | <0.01% | -7.7% |
| 151 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#151 · 3,399 sh | 3,399 | $38.3K | <0.01% | +12.1% |
| 152 | Nykredit A/S#152 · 3,265 sh | 3,265 | $36.8K | <0.01% | — |
| 153 | Newbridge Financial Services Group#153 · 3,000 sh | 3,000 | $33.8K | — | 0.0% |
| 154 | Allworth Financial#154 · 2,889 sh | 2,889 | $32.6K | <0.01% | +19.7% |
| 155 | SIGNATUREFD#155 · 2,471 sh | 2,471 | $27.9K | — | +58.8% |
| 156 | Pinnacle Wealth Planning Services#156 · 2,388 sh | 2,388 | $26.9K | <0.01% | +228.9% |
| 157 | JONES FINANCIAL COMPANIES LLLP#157 · 2,116 sh | 2,116 | $22.8K | 0.00% | +44.5% |
| 158 | Rialto Wealth Management#158 · 2,000 sh | 2,000 | $22.6K | <0.01% | 0.0% |
| 159 | US BANCORP \DE\#159 · 1,798 sh | 1,798 | $20.3K | 0.00% | +37.9% |
| 160 | Parallel Advisors#160 · 1,702 sh | 1,702 | $19.2K | <0.01% | -20.7% |
| 161 | Sterling Capital Management#161 · 1,605 sh | 1,605 | $18.1K | — | -44.5% |
| 162 | Salomon & Ludwin#162 · 1,536 sh | 1,536 | $17.2K | <0.01% | -12.0% |
| 163 | HARBOUR INVESTMENTS#163 · 1,525 sh | 1,525 | $17.2K | <0.01% | -7.3% |
| 164 | TD Waterhouse Canada#164 · 1,500 sh | 1,500 | $16.8K | — | 0.0% |
| 165 | KERR FINANCIAL PLANNING#165 · 1,485 sh | 1,485 | $16.7K | 0.02% | 0.0% |
| 166 | GILL CAPITAL PARTNERS#166 · 1,200 sh | 1,200 | $13.5K | — | +100.0% |
| 167 | HARBOR CAPITAL ADVISORS#167 · 1,025 sh | 1,025 | $12.0K | — | -22.0% |
| 168 | Covestor Ltd#168 · 995 sh | 995 | $11.0K | <0.01% | +1263.0% |
| 169 | UMB Bank, n.a.#169 · 926 sh | 926 | $10.4K | <0.01% | +228.4% |
| 170 | HANTZ FINANCIAL SERVICES#170 · 902 sh | 902 | $10.0K | <0.01% | +1740.8% |
| 171 | Essential Partners#171 · 805 sh | 805 | $9.1K | — | +1510.0% |
| 172 | High Point Wealth Management#172 · 800 sh | 800 | $9.0K | <0.01% | 0.0% |
| 173 | Optiver Holding B.V.#173 · 615 sh | 615 | $6.9K | 0.00% | New |
| 174 | Rockefeller Capital Management L.P.#174 · 599 sh | 599 | $6.8K | 0.00% | +9.9% |
| 175 | Larson Financial Group#175 · 514 sh | 514 | $5.8K | <0.01% | -14.8% |
| 176 | Lodestone Wealth Management#176 · 500 sh | 500 | $5.6K | — | New |
| 177 | JPL Wealth Management#177 · 459 sh | 459 | $5.2K | <0.01% | New |
| 178 | Basecamp Wealth Advisors#178 · 430 sh | 430 | $4.8K | <0.01% | 0.0% |
| 179 | EverSource Wealth Advisors#179 · 426 sh | 426 | $4.8K | <0.01% | -24.3% |
| 180 | WHITTIER#180 · 254 sh | 254 | $2.8K | 0.00% | 0.0% |
| 181 | Ameritas Advisory Services#181 · 239 sh | 239 | $2.7K | <0.01% | New |
| 182 | Integrated Wealth Concepts#182 · 226 sh | 226 | $2.5K | 0.00% | New |
| 183 | Clearstead Advisors#183 · 214 sh | 214 | $2.4K | 0.00% | New |
| 184 | FIFTH THIRD BANCORP#184 · 181 sh | 181 | $2.0K | 0.00% | -56.0% |
| 185 | TrueNorth#185 · 180 sh | 180 | $2.0K | <0.01% | +47.5% |
| 186 | Versant Capital Management#186 · 159 sh | 159 | $1.8K | — | -76.2% |
| 187 | High Note Wealth#187 · 141 sh | 141 | $1.6K | <0.01% | New |
| 188 | COMPASS FINANCIAL MANAGEMENT#188 · 141 sh | 141 | $1.6K | <0.01% | — |
| 189 | Bell Investment Advisors#189 · 131 sh | 131 | $1.5K | <0.01% | 0.0% |
| 190 | Smartleaf Asset Management#190 · 125 sh | 125 | $1.4K | 0.00% | 0.0% |
| 191 | Philadelphia Investment Partners#191 · 115 sh | 115 | $1.3K | <0.01% | 0.0% |
| 192 | Rossby Financial, LCC#192 · 96 sh | 96 | $1.1K | <0.01% | -1.0% |
| 193 | Retirement Wealth Solutions#193 · 87 sh | 87 | $982.00 | — | +190.0% |
| 194 | ROTHSCHILD INVESTMENT#194 · 75 sh | 75 | $846.00 | 0.00% | -5.1% |
| 195 | WHITTIER OF NEVADA#195 · 75 sh | 75 | $795.00 | 0.00% | 0.0% |
| 196 | NATIONAL BANK OF CANADA#196 · 65 sh | 65 | $733.00 | 0.00% | -68.8% |
| 197 | FARMERS & MERCHANTS INVESTMENTS#197 · 61 sh | 61 | $688.00 | — | 0.0% |
| 198 | Keating Financial Advisory Services#198 · 61 sh | 61 | $688.00 | <0.01% | -11.6% |
| 199 | JFS WEALTH ADVISORS#199 · 52 sh | 52 | $587.00 | 0.00% | New |
| 200 | Bruce G. Allen Investments#200 · 49 sh | 49 | $553.00 | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.