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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$116.29 +1.72 (+1.50%)
As of 01:34 PM Eastern
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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)
119
Total
Institutional Inflows
(last 12 months)
$667.60M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$293.09M
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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
10/9/2025Voya Investment Management LLC5,348$663K0.0%-33.4%0.010%
10/9/2025Contravisory Investment Management Inc.409$51K0.0%-44.3%0.001%
9/30/2025Cullen Capital Management LLC4,185$417K0.0%-48.6%0.008%
9/4/2025Osaic Holdings Inc.3,381$337K0.0%+9.3%0.007%
8/27/2025Squarepoint Ops LLC49,430$4.93M0.0%-2.2%0.096%
8/15/2025CANADA LIFE ASSURANCE Co16,073$1.60M0.0%+4.1%0.031%
8/15/2025Tower Research Capital LLC TRC 4,236$422K0.0%+62.8%0.008%
8/15/2025Conversant Capital LLC266,000$26.50M4.2%+8.9%0.514%
8/15/2025Palisade Capital Management LP207,241$20.65M0.6%-2.7%0.401%
8/15/2025Holocene Advisors LP9,892$986K0.0%N/A0.019%
8/15/2025BNP Paribas Financial Markets30,814$3.07M0.0%+629.3%0.060%
8/15/2025Balyasny Asset Management L.P.286,123$28.51M0.0%+145.1%0.553%
8/15/2025Bank of America Corp DE229,323$22.85M0.0%+9.2%0.443%
8/15/2025Ameriprise Financial Inc.400,788$39.94M0.0%+43.4%0.775%
8/14/2025Basswood Capital Management L.L.C.570,210$56.82M2.6%+5.9%1.103%
8/14/2025California State Teachers Retirement System26,472$2.64M0.0%-5.5%0.051%
8/14/2025Raymond James Financial Inc.824$82K0.0%N/A0.002%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,034$1.60M0.0%+0.7%0.031%
8/14/2025The Manufacturers Life Insurance Company 18,008$1.79M0.0%-3.6%0.035%
8/14/2025Squarepoint Ops LLC49,430$4.93M0.0%-2.2%0.096%
8/14/2025Sei Investments Co.21,999$2.19M0.0%+19.8%0.043%
8/14/2025HighVista Strategies LLC12,537$1.25M0.5%-6.7%0.024%
8/14/2025Qube Research & Technologies Ltd37,508$3.74M0.0%N/A0.073%
8/14/2025State Street Corp891,235$88.80M0.0%-4.3%1.724%
8/14/2025Goldentree Asset Management LP294,199$29.25M2.8%N/A0.569%
8/13/2025Jump Financial LLC6,266$624K0.0%+40.4%0.012%
8/13/2025Marshall Wace LLP29,658$2.96M0.0%N/A0.057%
8/13/2025Walleye Capital LLC24,827$2.47M0.0%N/A0.048%
8/13/2025First Trust Advisors LP19,426$1.94M0.0%+117.8%0.038%
8/13/2025EverSource Wealth Advisors LLC264$26K0.0%N/A0.001%
8/13/2025Invesco Ltd.1,236,515$123.21M0.0%0.0%2.391%
8/13/20251832 Asset Management L.P.37,325$3.72M0.0%+34.3%0.072%
8/13/2025Quantbot Technologies LP36,124$3.60M0.1%N/A0.070%
8/13/2025Edgestream Partners L.P.82,003$8.17M0.2%+192.6%0.159%
8/13/2025New York State Common Retirement Fund72,201$7.19M0.0%+0.4%0.140%
8/13/2025Norges Bank401,202$39.98M0.0%N/A0.776%
8/13/2025Hsbc Holdings PLC4,788$477K0.0%-9.5%0.009%
8/13/2025Advantage Alpha Capital Partners LP34,018$3.39M0.9%-38.6%0.066%
8/13/2025Russell Investments Group Ltd.15,900$1.58M0.0%-7.3%0.031%
8/12/2025Boston Partners437,019$43.52M0.0%-11.0%0.845%
8/12/2025XTX Topco Ltd15,471$1.54M0.1%N/A0.030%
8/12/2025Ameritas Investment Partners Inc.2,987$298K0.0%+6.8%0.006%
8/12/2025Prudential Financial Inc.4,084$413K0.0%+82.8%0.008%
8/12/2025Cynosure Group LLC7,767$774K0.1%+16.2%0.015%
8/12/2025American Century Companies Inc.399,388$39.80M0.0%+15.0%0.772%
8/12/2025Rhumbline Advisers53,906$5.37M0.0%+27.7%0.104%
8/12/2025Franklin Resources Inc.10,554$1.05M0.0%-49.7%0.020%
8/12/2025Legal & General Group Plc35,478$3.54M0.0%+0.5%0.069%
8/12/2025Brandywine Global Investment Management LLC112,030$11.16M0.1%-3.8%0.217%
8/12/2025JPMorgan Chase & Co.722,759$72.02M0.0%-17.8%1.398%
8/12/2025Swiss National Bank58,900$5.87M0.0%-1.2%0.114%
8/12/2025Handelsbanken Fonder AB7,700$767K0.0%-2.5%0.015%
8/12/2025Dynamic Technology Lab Private Ltd7,061$703K0.1%N/A0.014%
8/12/2025Ensign Peak Advisors Inc14,619$1.46M0.0%-16.3%0.028%
8/11/2025Senvest Management LLC417,333$41.58M1.4%-52.8%0.808%
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%
8/7/2025Boston Partners437,019$43.52M0.0%-11.0%0.846%
8/7/2025Vise Technologies Inc.3,841$383K0.0%N/A0.007%
8/7/2025ProShare Advisors LLC5,999$598K0.0%+3.6%0.012%
8/7/2025Campbell & CO Investment Adviser LLC47,057$4.69M0.3%+1,885.5%0.091%
8/5/2025Bank of New York Mellon Corp306,142$30.50M0.0%+5.5%0.593%
8/5/2025South Dakota Investment Council76,367$7.61M0.1%-17.1%0.148%
8/4/2025Lightrock Netherlands B.V.143,113$14.26M3.3%+5.2%0.277%
8/1/2025Teacher Retirement System of Texas4,687$467K0.0%+4.2%0.009%
8/1/2025Y Intercept Hong Kong Ltd36,348$3.62M0.1%+423.7%0.070%
8/1/2025MorganRosel Wealth Management LLC10,000$996K0.3%-4.4%0.019%
7/31/2025MQS Management LLC2,089$208K0.1%N/A0.004%
7/31/2025State of New Jersey Common Pension Fund D19,753$1.97M0.0%+1.4%0.038%
7/31/2025AlphaQuest LLC2,477$247K0.0%-4.3%0.005%
7/29/2025VIRGINIA RETIREMENT SYSTEMS ET Al8,700$867K0.0%N/A0.017%
7/28/2025Allianz Asset Management GmbH74,498$7.42M0.0%+5.6%0.144%
7/28/2025Bayforest Capital Ltd621$62K0.0%N/A0.001%
7/28/2025TD Asset Management Inc67,952$6.77M0.0%+10.5%0.132%
7/25/2025Vanguard Personalized Indexing Management LLC3,674$366K0.0%N/A0.007%
7/23/2025KLP Kapitalforvaltning AS6,600$658K0.0%+13.8%0.013%
7/21/2025QRG Capital Management Inc.13,536$1.35M0.0%-5.8%0.026%
7/16/2025Dakota Wealth Management5,295$528K0.0%-59.5%0.010%
7/10/2025Contravisory 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%
5/28/2025Strs 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%
(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 6,441,130 shares in the last 24 months. This purchase volume represents approximately $667.60M in transactions.

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

Of the 89 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 2,855,297 shares in the last 24 months. This volume of shares sold represents approximately $293.09M in transactions.


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This page (NYSE:PFSI) was last updated on 10/10/2025 by MarketBeat.com Staff
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