# PENNYMAC MTG INVT TR (PMT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PMT/

- Reporting holders: 8
- Reported value: $300.8K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $145.3K | 18,434 | 0.1% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $97.3K | 12,348 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $46.0K | 5,831 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $6.8K | 865 | 0.0% | 23 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $4.6K | 584 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $568 | 72 | 0.0% | 5 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $252 | 32 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $79 | 10 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $300.8K |
| Q2 2026 | 214 | $843.1M |
| Q1 2026 | 219 | $708.4M |
| Q4 2025 | 220 | $803.2M |
| Q3 2025 | 202 | $794.4M |
| Q2 2025 | 208 | $812.8M |
| Q1 2025 | 214 | $956.7M |
| Q4 2024 | 207 | $762.4M |
| Q3 2024 | 201 | $882.3M |
| Q2 2024 | 205 | $819.3M |
| Q1 2024 | 194 | $889.7M |
| Q4 2023 | 199 | $936.3M |