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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$125.03 -2.10 (-1.65%)
Closing price 09/19/2025 03:59 PM Eastern
Extended Trading
$125.00 -0.03 (-0.02%)
As of 09/19/2025 04:21 PM 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)
120
Total
Institutional Inflows
(last 12 months)
$668.61M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$292.66M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 Osaic Holdings Inc.3,381$337K0.0%+9.3%0.007%
8/27/2025 Squarepoint Ops LLC49,430$4.93M0.0%-2.2%0.096%
8/15/2025 CANADA LIFE ASSURANCE Co16,073$1.60M0.0%+4.1%0.031%
8/15/2025 Tower Research Capital LLC TRC 4,236$422K0.0%+62.8%0.008%
8/15/2025 Conversant Capital LLC266,000$26.50M4.2%+8.9%0.514%
8/15/2025 Palisade Capital Management LP207,241$20.65M0.6%-2.7%0.401%
8/15/2025 Holocene Advisors LP9,892$986K0.0%N/A0.019%
8/15/2025 BNP Paribas Financial Markets30,814$3.07M0.0%+629.3%0.060%
8/15/2025 Balyasny Asset Management L.P.286,123$28.51M0.0%+145.1%0.553%
8/15/2025 Bank of America Corp DE229,323$22.85M0.0%+9.2%0.443%
8/15/2025 Ameriprise Financial Inc.400,788$39.94M0.0%+43.4%0.775%
8/14/2025 Basswood Capital Management L.L.C.570,210$56.82M2.6%+5.9%1.103%
8/14/2025 California State Teachers Retirement System26,472$2.64M0.0%-5.5%0.051%
8/14/2025 Raymond James Financial Inc.824$82K0.0%N/A0.002%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,034$1.60M0.0%+0.7%0.031%
8/14/2025 The Manufacturers Life Insurance Company 18,008$1.79M0.0%-3.6%0.035%
8/14/2025 Squarepoint Ops LLC49,430$4.93M0.0%-2.2%0.096%
8/14/2025 Sei Investments Co.21,999$2.19M0.0%+19.8%0.043%
8/14/2025 HighVista Strategies LLC12,537$1.25M0.5%-6.7%0.024%
8/14/2025 Qube Research & Technologies Ltd37,508$3.74M0.0%N/A0.073%
8/14/2025 State Street Corp891,235$88.80M0.0%-4.3%1.724%
8/14/2025 Goldentree Asset Management LP294,199$29.25M2.8%N/A0.569%
8/13/2025 Jump Financial LLC6,266$624K0.0%+40.4%0.012%
8/13/2025 Marshall Wace LLP29,658$2.96M0.0%N/A0.057%
8/13/2025 Walleye Capital LLC24,827$2.47M0.0%N/A0.048%
8/13/2025 First Trust Advisors LP19,426$1.94M0.0%+117.8%0.038%
8/13/2025 EverSource Wealth Advisors LLC264$26K0.0%N/A0.001%
8/13/2025 Invesco Ltd.1,236,515$123.21M0.0%0.0%2.391%
8/13/2025 1832 Asset Management L.P.37,325$3.72M0.0%+34.3%0.072%
8/13/2025 Quantbot Technologies LP36,124$3.60M0.1%N/A0.070%
8/13/2025 Edgestream Partners L.P.82,003$8.17M0.2%+192.6%0.159%
8/13/2025 New York State Common Retirement Fund72,201$7.19M0.0%+0.4%0.140%
8/13/2025 Norges Bank401,202$39.98M0.0%N/A0.776%
8/13/2025 Hsbc Holdings PLC4,788$477K0.0%-9.5%0.009%
8/13/2025 Advantage Alpha Capital Partners LP34,018$3.39M0.9%-38.6%0.066%
8/13/2025 Russell Investments Group Ltd.15,900$1.58M0.0%-7.3%0.031%
8/12/2025 Boston Partners437,019$43.52M0.0%-11.0%0.845%
8/12/2025 XTX Topco Ltd15,471$1.54M0.1%N/A0.030%
8/12/2025 Ameritas Investment Partners Inc.2,987$298K0.0%+6.8%0.006%
8/12/2025 Prudential Financial Inc.4,084$413K0.0%+82.8%0.008%
8/12/2025 Cynosure Group LLC7,767$774K0.1%+16.2%0.015%
8/12/2025 American Century Companies Inc.399,388$39.80M0.0%+15.0%0.772%
8/12/2025 Rhumbline Advisers53,906$5.37M0.0%+27.7%0.104%
8/12/2025 Franklin Resources Inc.10,554$1.05M0.0%-49.7%0.020%
8/12/2025 Legal & General Group Plc35,478$3.54M0.0%+0.5%0.069%
8/12/2025 Brandywine Global Investment Management LLC112,030$11.16M0.1%-3.8%0.217%
8/12/2025 JPMorgan Chase & Co.722,759$72.02M0.0%-17.8%1.398%
8/12/2025 Swiss National Bank58,900$5.87M0.0%-1.2%0.114%
8/12/2025 Handelsbanken Fonder AB7,700$767K0.0%-2.5%0.015%
8/12/2025 Dynamic Technology Lab Private Ltd7,061$703K0.1%N/A0.014%
8/12/2025 Ensign Peak Advisors Inc14,619$1.46M0.0%-16.3%0.028%
8/11/2025 Senvest Management LLC417,333$41.58M1.4%-52.8%0.808%
8/8/2025 Intech Investment Management LLC11,828$1.18M0.0%-23.1%0.023%
8/8/2025 Creative Planning13,495$1.35M0.0%+89.5%0.026%
8/8/2025 Police & Firemen s Retirement System of New Jersey6,705$668K0.0%+17.8%0.013%
8/8/2025 Geode Capital Management LLC721,757$71.92M0.0%+6.0%1.397%
8/8/2025 KBC Group NV925$92K0.0%-40.3%0.002%
8/7/2025 Boston Partners437,019$43.52M0.0%-11.0%0.846%
8/7/2025 Vise Technologies Inc.3,841$383K0.0%N/A0.007%
8/7/2025 ProShare Advisors LLC5,999$598K0.0%+3.6%0.012%
8/7/2025 Campbell & CO Investment Adviser LLC47,057$4.69M0.3%+1,885.5%0.091%
8/5/2025 Bank of New York Mellon Corp306,142$30.50M0.0%+5.5%0.593%
8/5/2025 South Dakota Investment Council76,367$7.61M0.1%-17.1%0.148%
8/4/2025 Lightrock Netherlands B.V.143,113$14.26M3.3%+5.2%0.277%
8/1/2025 Teacher Retirement System of Texas4,687$467K0.0%+4.2%0.009%
8/1/2025 Y Intercept Hong Kong Ltd36,348$3.62M0.1%+423.7%0.070%
8/1/2025 MorganRosel Wealth Management LLC10,000$996K0.3%-4.4%0.019%
7/31/2025 MQS Management LLC2,089$208K0.1%N/A0.004%
7/31/2025 State of New Jersey Common Pension Fund D19,753$1.97M0.0%+1.4%0.038%
7/31/2025 AlphaQuest LLC2,477$247K0.0%-4.3%0.005%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al8,700$867K0.0%N/A0.017%
7/28/2025 Allianz Asset Management GmbH74,498$7.42M0.0%+5.6%0.144%
7/28/2025 Bayforest Capital Ltd621$62K0.0%N/A0.001%
7/28/2025 TD Asset Management Inc67,952$6.77M0.0%+10.5%0.132%
7/25/2025 Vanguard Personalized Indexing Management LLC3,674$366K0.0%N/A0.007%
7/23/2025 KLP Kapitalforvaltning AS6,600$658K0.0%+13.8%0.013%
7/21/2025 QRG Capital Management Inc.13,536$1.35M0.0%-5.8%0.026%
7/16/2025 Dakota Wealth Management5,295$528K0.0%-59.5%0.010%
7/10/2025 Contravisory Investment Management Inc.734$73K0.0%-25.8%0.001%
6/18/2025 Voya Investment Management LLC7,161$717K0.0%-9.8%0.014%
5/29/2025Rhumbline Advisers42,208$4.23M0.0%+1.6%0.082%
5/28/2025Strs Ohio300$30K0.0%N/A0.001%
5/20/2025Intech Investment Management LLC15,382$1.54M0.0%+5.8%0.030%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC79,473$7.96M0.0%-15.9%0.154%
5/16/2025Philadelphia Financial Management of San Francisco LLC186,804$18.70M3.7%N/A0.362%
5/16/2025Millennium Management LLC771,605$77.25M0.0%+48.8%1.494%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,923$1.59M0.0%+4.6%0.031%
5/16/2025Interval Partners LP28,932$2.90M0.1%-26.4%0.056%
5/16/2025AQR Capital Management LLC24,012$2.40M0.0%+3.8%0.046%
5/15/2025Maverick Capital Ltd.8,073$808K0.0%+150.4%0.016%
5/15/2025Royal Bank of Canada2,194$220K0.0%-54.7%0.004%
5/15/2025Orbis Allan Gray Ltd926,775$92.78M0.5%+447.5%1.794%
5/15/2025Conversant Capital LLC244,150$24.44M4.0%+25.1%0.473%
5/15/2025State of Wyoming6,407$641K0.1%+7.1%0.012%
5/14/2025Ieq Capital LLC33,600$3.36M0.0%N/A0.065%
5/14/2025EMG Holdings L.P.64,580$6.47M3.1%N/A0.125%
5/14/2025Corebridge Financial Inc.13,098$1.31M0.0%-1.5%0.025%
5/14/2025MetLife Investment Management LLC15,351$1.54M0.0%-4.4%0.030%
5/14/2025Jump Financial LLC4,464$447K0.0%+48.8%0.009%
5/14/2025AlphaQuest LLC2,587$259K0.0%+4.4%0.005%
(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, 192 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. ($123.21M), Orbis Allan Gray Ltd ($92.78M), and State Street Corp ($88.80M).Learn more on PennyMac Financial Services' 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 156 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: Norges Bank ($1.13M), FMR LLC ($954.24K), Orbis Allan Gray Ltd ($757.49K), 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 6,450,001 shares in the last 24 months. This purchase volume represents approximately $668.61M in transactions.

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

Of the 88 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 ($588.57K), JPMorgan Chase & Co. ($303.14K), Dimensional Fund Advisors LP ($299.63K), Alyeska Investment Group L.P. ($231.16K), T. Rowe Price Investment Management Inc. ($214.43K), Boston Partners ($113.95K), and Picton Mahoney Asset Management ($106.24K).

How much institutional selling is happening at PennyMac Financial Services?

Institutional investors have sold a total of 2,851,255 shares in the last 24 months. This volume of shares sold represents approximately $292.66M in transactions.


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This page (NYSE:PFSI) was last updated on 9/20/2025 by MarketBeat.com Staff
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