WESTLAKE VILLAGE, CA
PENNYMAC MORTGAGE INVESTMENT TRUSTPMTW— Latest position per institution from SEC 13F filings
15
Institutional holders
78.21M
Total shares held
839.74M
Estimated value
3.91M
Avg. position size
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
14.88M
Value
204.64M
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
14.57M
Value
164.34M
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
9.27M
Value
116.39M
Filed
Dec 31, 2025
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
CIK 1897612
Shares
6.35M
Value
71.63K
Filed
Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
5.04M
Value
56.80M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
3.84M
Value
43.32M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
3.55M
Value
40.01M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
3.06M
Value
34.54M
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
2.30M
Value
25.93M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
2.30M
Value
25.93M
Filed
Jun 30, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.
CIK 1705339
Shares
1.71M
Value
19.28M
Filed
Jun 30, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
CIK 1021642
Shares
1.57M
Value
23.50K
Filed
Dec 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.
CIK 1521001
Shares
1.47M
Value
18.39M
Filed
Dec 31, 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
Shares
1.46M
Value
16.52M
Filed
Jun 30, 2026
BOSTON PARTNERS
CIK 1386060
Shares
1.38M
Value
15.32M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.32M
Value
14.89M
Filed
Jun 30, 2026
JPMORGAN CHASE & CO
CIK 19617
Shares
1.29M
Value
14.18M
Filed
Jun 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
1.06M
Value
11.97M
Filed
Jun 30, 2026
NORTHERN TRUST CORP
CIK 73124
Shares
928.75K
Value
10.48M
Filed
Jun 30, 2026
BEACH POINT CAPITAL MANAGEMENT LP
CIK 1453885
Shares
850.48K
Value
6.70M
Filed
Sep 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK FINANCE, INC. | 1364742 | 14.88M | 204.64M | Jun 30, 2024 |
| 2 | BLACKROCK, INC. | 2012383 | 14.57M | 164.34M | Jun 30, 2026 |
| 3 | VANGUARD GROUP INC | 102909 | 9.27M | 116.39M | Dec 31, 2025 |
| 4 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1897612 | 6.35M | 71.63K | Jun 30, 2026 |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 5.04M | 56.80M | Jun 30, 2026 |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 3.84M | 43.32M | Jun 30, 2026 |
| 7 | STATE STREET CORP | 93751 | 3.55M | 40.01M | Jun 30, 2026 |
| 8 | INVESCO LTD. | 914208 | 3.06M | 34.54M | Jun 30, 2026 |
| 9 | CITADEL ADVISORS LLC | 1423053 | 2.30M | 25.93M | Jun 30, 2026 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 2.30M | 25.93M | Jun 30, 2026 |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1705339 | 1.71M | 19.28M | Jun 30, 2026 |
| 12 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1021642 | 1.57M | 23.50K | Dec 31, 2023 |
| 13 | PARALLAX VOLATILITY ADVISERS, L.P. | 1521001 | 1.47M | 18.39M | Dec 31, 2025 |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 1.46M | 16.52M | Jun 30, 2026 |
| 15 | BOSTON PARTNERS | 1386060 | 1.38M | 15.32M | Jun 30, 2026 |
| 16 | MORGAN STANLEY | 895421 | 1.32M | 14.89M | Jun 30, 2026 |
| 17 | JPMORGAN CHASE & CO | 19617 | 1.29M | 14.18M | Jun 30, 2026 |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 1.06M | 11.97M | Jun 30, 2026 |
| 19 | NORTHERN TRUST CORP | 73124 | 928.75K | 10.48M | Jun 30, 2026 |
| 20 | BEACH POINT CAPITAL MANAGEMENT LP | 1453885 | 850.48K | 6.70M | Sep 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.