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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$97.36 +0.41 (+0.43%)
Closing price 06/11/2025 03:59 PM Eastern
Extended Trading
$97.30 -0.06 (-0.07%)
As of 03:59 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for PennyMac Financial Services (NYSE:PFSI)

Current
Institutional Ownership
Percentage
57.87%
Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$533.85M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$256.69M
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PFSI Institutional Buying and Selling by Quarter

PennyMac Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Rhumbline Advisers42,208$4.23M0.0%+1.6%0.082%
5/28/2025 Strs Ohio300$30K0.0%N/A0.001%
5/20/2025 Intech Investment Management LLC15,382$1.54M0.0%+5.8%0.030%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC79,473$7.96M0.0%-15.9%0.154%
5/16/2025 Philadelphia Financial Management of San Francisco LLC186,804$18.70M3.7%N/A0.362%
5/16/2025 Millennium Management LLC771,605$77.25M0.0%+48.8%1.494%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,923$1.59M0.0%+4.6%0.031%
5/16/2025 Interval Partners LP28,932$2.90M0.1%-26.4%0.056%
5/16/2025 AQR Capital Management LLC24,012$2.40M0.0%+3.8%0.046%
5/15/2025 Maverick Capital Ltd.8,073$808K0.0%+150.4%0.016%
5/15/2025 Royal Bank of Canada2,194$220K0.0%-54.7%0.004%
5/15/2025 Orbis Allan Gray Ltd926,775$92.78M0.5%+447.5%1.794%
5/15/2025 Conversant Capital LLC244,150$24.44M4.0%+25.1%0.473%
5/15/2025 State of Wyoming6,407$641K0.1%+7.1%0.012%
5/14/2025 Ieq Capital LLC33,600$3.36M0.0%N/A0.065%
5/14/2025 EMG Holdings L.P.64,580$6.47M3.1%N/A0.125%
5/14/2025 Corebridge Financial Inc.13,098$1.31M0.0%-1.5%0.025%
5/14/2025 MetLife Investment Management LLC15,351$1.54M0.0%-4.4%0.030%
5/14/2025 Jump Financial LLC4,464$447K0.0%+48.8%0.009%
5/14/2025 AlphaQuest LLC2,587$259K0.0%+4.4%0.005%
5/14/2025 1832 Asset Management L.P.27,790$2.78M0.0%-24.7%0.054%
5/14/2025 Advantage Alpha Capital Partners LP55,376$5.54M1.4%+26.3%0.107%
5/14/2025 T. Rowe Price Investment Management Inc.4,289,819$429.45M0.3%+0.6%8.303%
5/14/2025 Hsbc Holdings PLC5,288$533K0.0%-3.6%0.010%
5/13/2025 Northern Trust Corp280,661$28.10M0.0%-2.5%0.543%
5/13/2025 Northwest & Ethical Investments L.P.6,441$644K0.0%N/A0.012%
5/13/2025 American Century Companies Inc.347,161$34.75M0.0%-1.8%0.672%
5/13/2025 Brandywine Global Investment Management LLC116,430$11.66M0.1%-3.7%0.225%
5/13/2025 Dimensional Fund Advisors LP1,950,300$195.24M0.0%-9.3%3.775%
5/13/2025 Boston Partners490,906$48.88M0.1%-1.2%0.950%
5/13/2025 Russell Investments Group Ltd.17,145$1.72M0.0%+19.8%0.033%
5/13/2025 HighTower Advisors LLC2,062$206K0.0%-50.1%0.004%
5/12/2025 Nuveen LLC105,382$10.55M0.0%N/A0.204%
5/12/2025 Invesco Ltd.1,237,118$123.85M0.0%+4.5%2.395%
5/12/2025 Cynosure Group LLC6,682$669K0.1%+16.8%0.013%
5/12/2025 Swiss National Bank59,600$5.97M0.0%-1.3%0.115%
5/9/2025 Deutsche Bank AG22,433$2.25M0.0%-8.9%0.044%
5/9/2025 Charles Schwab Investment Management Inc.457,234$45.77M0.0%+0.8%0.889%
5/9/2025 Vanguard Group Inc.2,872,637$287.58M0.0%-0.5%5.585%
5/7/2025 Picton Mahoney Asset Management89,130$8.92M0.2%+12,632.9%0.173%
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5/7/2025 Bryce Point Capital LLC7,169$728K0.6%-52.7%0.014%
5/7/2025 TD Asset Management Inc61,494$6.16M0.0%+2.4%0.120%
5/6/2025 KLP Kapitalforvaltning AS5,800$581K0.0%-9.4%0.011%
5/6/2025 Y Intercept Hong Kong Ltd6,940$695K0.0%N/A0.013%
5/5/2025 Allianz Asset Management GmbH70,565$7.06M0.0%-4.5%0.137%
5/5/2025 South Dakota Investment Council92,069$9.22M0.2%-5.8%0.179%
5/2/2025 Victory Capital Management Inc.11,461$1.15M0.0%-54.5%0.022%
5/2/2025 Massachusetts Financial Services Co. MA312,685$31.30M0.0%-2.4%0.608%
5/2/2025 Dakota Wealth Management13,074$1.31M0.0%-10.3%0.025%
5/2/2025 Hohimer Wealth Management LLC2,351$235K0.0%+5.4%0.005%
5/2/2025 Edgestream Partners L.P.28,026$2.81M0.1%-28.3%0.054%
5/1/2025 CWM LLC271$27K0.0%+71.5%0.001%
5/1/2025 New York State Common Retirement Fund71,944$7.20M0.0%+1.2%0.140%
5/1/2025 Xponance Inc.2,020$202K0.0%N/A0.004%
4/29/2025 Bank of New York Mellon Corp290,235$29.06M0.0%+45.9%0.564%
4/29/2025 Lightrock Netherlands B.V.136,055$13.64M3.6%+55.1%0.265%
4/29/2025 Palisade Capital Management LP213,083$21.33M0.6%-0.8%0.414%
4/28/2025 Principal Financial Group Inc.97,559$9.77M0.0%-14.8%0.190%
4/28/2025 Teacher Retirement System of Texas4,496$450K0.0%-11.4%0.009%
4/28/2025 Cannon Global Investment Management LLC4,200$420K0.7%-12.5%0.008%
4/25/2025 MorganRosel Wealth Management LLC10,464$1.05M0.3%-10.8%0.020%
4/17/2025 QRG Capital Management Inc.14,370$1.44M0.0%-11.2%0.028%
4/15/2025 Assenagon Asset Management S.A.18,889$1.89M0.0%-30.6%0.037%
4/10/2025 Contravisory Investment Management Inc.989$99K0.0%-64.4%0.002%
4/8/2025 Rhumbline Advisers42,208$4.23M0.0%+1.6%0.082%
4/7/2025 GAMMA Investing LLC11,713$1.17M0.0%+12,101.0%0.023%
3/18/2025 California State Teachers Retirement System28,431$2.90M0.0%-28.5%0.055%
2/18/2025Vise Technologies Inc.4,597$470K0.0%-20.7%0.009%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC94,448$9.65M0.0%-1.9%0.184%
2/17/2025 Tidal Investments LLC14,376$1.47M0.0%-4.7%0.028%
2/17/2025 State of Wyoming5,980$611K0.1%-13.9%0.012%
2/17/2025 ProShare Advisors LLC7,530$769K0.0%+49.0%0.015%
2/17/2025Nuveen Asset Management LLC105,969$10.82M0.0%-9.4%0.207%
2/17/2025 Millennium Management LLC518,574$52.97M0.0%+104.5%1.012%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,217$1.55M0.0%+4.1%0.030%
2/17/2025 Interval Partners LP39,320$4.02M0.1%+379.7%0.077%
2/17/2025 Jacobs Levy Equity Management Inc.34,324$3.51M0.0%-9.3%0.067%
2/17/2025 Janus Henderson Group PLC15,114$1.54M0.0%-22.5%0.029%
2/17/2025 Deutsche Bank AG24,624$2.52M0.0%-29.9%0.048%
2/17/2025 Conversant Capital LLC195,150$19.93M2.8%-2.4%0.381%
2/17/2025 Crestline Management LP9,533$974K0.0%N/A0.019%
2/17/2025 Bosun Asset Management LLC6,126$626K0.3%-33.4%0.012%
2/17/2025 Bank of America Corp DE17,787$1.82M0.0%-80.8%0.035%
2/17/2025 Basswood Capital Management L.L.C.456,874$46.67M2.7%-0.3%0.891%
2/17/2025 BNP Paribas Financial Markets3,345$342K0.0%-81.9%0.007%
2/17/2025 Ameriprise Financial Inc.178,883$18.27M0.0%+0.4%0.349%
2/17/2025 Alyeska Investment Group L.P.98,162$10.03M0.0%-70.2%0.191%
2/17/2025 Aristeia Capital L.L.C.3,432$351K0.0%N/A0.007%
2/14/2025 Mercer Global Advisors Inc. ADV13,743$1.40M0.0%-23.9%0.027%
2/14/2025 Northern Trust Corp287,740$29.39M0.0%-22.7%0.561%
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2/14/2025 The Manufacturers Life Insurance Company18,092$1.85M0.0%-1.2%0.035%
2/14/2025 Public Employees Retirement Association of Colorado4,173$426K0.0%-56.3%0.008%
2/14/2025 Aquatic Capital Management LLC698$71K0.0%N/A0.001%
2/14/2025 Voya Investment Management LLC7,935$810K0.0%-7.7%0.015%
2/14/2025 T. Rowe Price Investment Management Inc.4,265,764$435.71M0.3%-4.8%8.322%
2/14/2025 Price T Rowe Associates Inc. MD134,435$13.73M0.0%+11.8%0.262%
2/14/2025 Dark Forest Capital Management LP14,381$1.47M0.2%-26.9%0.028%
2/14/2025 Hsbc Holdings PLC5,486$559K0.0%-2.9%0.011%
2/14/2025 TD Waterhouse Canada Inc.379$39K0.0%N/A0.001%
2/14/2025 Tower Research Capital LLC TRC4,655$475K0.0%-16.1%0.009%
(Data available from 1/1/2016 forward)

PFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFSI shares?

During the previous two years, 189 institutional investors and hedge funds held shares of PennyMac Financial Services. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($429.45M), Vanguard Group Inc. ($287.58M), Dimensional Fund Advisors LP ($195.24M), FMR LLC ($133.38M), Invesco Ltd. ($123.85M), State Street Corp ($103.91M), and Senvest Management LLC ($100.93M).Learn more on PFSI's institutional investors.

What percentage of PennyMac Financial Services stock is owned by institutional investors?

57.87% of PennyMac Financial Services stock is owned by institutional investors. Learn more on PFSI's institutional investor holdings.

Which institutional investors have been buying PennyMac Financial Services stock?

Of the 143 institutional investors that purchased PennyMac Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($954.24K), Orbis Allan Gray Ltd ($757.49K), Norges Bank ($725.79K), Millennium Management LLC ($517.99K), Boston Partners ($485.62K), Philadelphia Financial Management of San Francisco LLC ($378.87K), and Massachusetts Financial Services Co. MA ($320.25K).

How much institutional buying is happening at PennyMac Financial Services?

Institutional investors have bought a total of 7,504,298 shares in the last 24 months. This purchase volume represents approximately $721.51M in transactions.

Which PennyMac Financial Services major shareholders have been selling company stock?

Of the 116 institutional investors that sold PennyMac Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Senvest Management LLC ($1.83M), Envestnet Asset Management Inc. ($699.35K), Epoch Investment Partners Inc. ($577.48K), Dimensional Fund Advisors LP ($542.39K), Alyeska Investment Group L.P. ($231.16K), T. Rowe Price Investment Management Inc. ($214.43K), and Basswood Capital Management L.L.C. ($150.73K).

How much institutional selling is happening at PennyMac Financial Services?

Institutional investors have sold a total of 5,909,516 shares in the last 24 months. This volume of shares sold represents approximately $525.81M in transactions.


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This page (NYSE:PFSI) was last updated on 6/12/2025 by MarketBeat.com Staff
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