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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$98.24 +0.07 (+0.07%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$98.16 -0.09 (-0.09%)
As of 08/8/2025 04:36 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)
109
Total
Institutional Inflows
(last 12 months)
$539.20M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$236.91M
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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
8/8/2025Intech Investment Management LLC11,828$1.18M0.0%-23.1%0.023%
8/8/2025Creative Planning13,495$1.35M0.0%+89.5%0.026%
8/8/2025Police & Firemen s Retirement System of New Jersey6,705$668K0.0%+17.8%0.013%
8/8/2025Geode Capital Management LLC721,757$71.92M0.0%+6.0%1.397%
8/8/2025KBC 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%
6/18/2025Voya Investment Management LLC7,161$717K0.0%-9.8%0.014%
5/29/2025Rhumbline Advisers42,208$4.23M0.0%+1.6%0.082%
5/28/2025 Strs 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%
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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%
5/14/2025 AlphaQuest LLC2,587$259K0.0%+4.4%0.005%
5/14/20251832 Asset Management L.P.27,790$2.78M0.0%-24.7%0.054%
5/14/2025Advantage Alpha Capital Partners LP55,376$5.54M1.4%+26.3%0.107%
5/14/2025T. Rowe Price Investment Management Inc.4,289,819$429.45M0.3%+0.6%8.303%
5/14/2025Hsbc Holdings PLC5,288$533K0.0%-3.6%0.010%
5/13/2025Northern Trust Corp280,661$28.10M0.0%-2.5%0.543%
5/13/2025Northwest & Ethical Investments L.P.6,441$644K0.0%N/A0.012%
5/13/2025American Century Companies Inc.347,161$34.75M0.0%-1.8%0.672%
5/13/2025Brandywine Global Investment Management LLC116,430$11.66M0.1%-3.7%0.225%
5/13/2025Dimensional 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%
5/13/2025Russell Investments Group Ltd.17,145$1.72M0.0%+19.8%0.033%
5/13/2025HighTower Advisors LLC2,062$206K0.0%-50.1%0.004%
5/12/2025Nuveen LLC105,382$10.55M0.0%N/A0.204%
5/12/2025Invesco Ltd.1,237,118$123.85M0.0%+4.5%2.395%
5/12/2025Cynosure Group LLC6,682$669K0.1%+16.8%0.013%
5/12/2025Swiss National Bank59,600$5.97M0.0%-1.3%0.115%
5/9/2025Deutsche Bank AG22,433$2.25M0.0%-8.9%0.044%
5/9/2025Charles Schwab Investment Management Inc.457,234$45.77M0.0%+0.8%0.889%
5/9/2025Vanguard Group Inc.2,872,637$287.58M0.0%-0.5%5.585%
5/7/2025Picton Mahoney Asset Management89,130$8.92M0.2%+12,632.9%0.173%
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%
5/2/2025Victory Capital Management Inc.11,461$1.15M0.0%-54.5%0.022%
5/2/2025Massachusetts 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%
5/2/2025Hohimer Wealth Management LLC2,351$235K0.0%+5.4%0.005%
5/2/2025Edgestream Partners L.P.28,026$2.81M0.1%-28.3%0.054%
5/1/2025 CWM LLC271$27K0.0%+71.5%0.001%
5/1/2025New York State Common Retirement Fund71,944$7.20M0.0%+1.2%0.140%
5/1/2025Xponance 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%
4/29/2025Palisade Capital Management LP213,083$21.33M0.6%-0.8%0.414%
4/28/2025Principal 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%
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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%
4/8/2025Rhumbline Advisers42,208$4.23M0.0%+1.6%0.082%
4/7/2025 GAMMA Investing LLC11,713$1.17M0.0%+12,101.0%0.023%
3/18/2025California State Teachers Retirement System28,431$2.90M0.0%-28.5%0.055%
2/18/2025 Vise Technologies Inc.4,597$470K0.0%-20.7%0.009%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC94,448$9.65M0.0%-1.9%0.184%
2/17/2025Tidal Investments LLC14,376$1.47M0.0%-4.7%0.028%
2/17/2025State of Wyoming5,980$611K0.1%-13.9%0.012%
2/17/2025 ProShare Advisors LLC7,530$769K0.0%+49.0%0.015%
(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, 188 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 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 146 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 5,155,312 shares in the last 24 months. This purchase volume represents approximately $539.20M 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: Dimensional Fund Advisors LP ($299.63K), Alyeska Investment Group L.P. ($231.16K), T. Rowe Price Investment Management Inc. ($214.43K), Epoch Investment Partners Inc. ($193.84K), JPMorgan Chase & Co. ($146.58K), Senvest Management LLC ($120.97K), and Picton Mahoney Asset Management ($106.24K).

How much institutional selling is happening at PennyMac Financial Services?

Institutional investors have sold a total of 2,302,401 shares in the last 24 months. This volume of shares sold represents approximately $236.91M in transactions.


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This page (NYSE:PFSI) was last updated on 8/9/2025 by MarketBeat.com Staff
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