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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$62.91 -0.04 (-0.07%)
Closing price 03:59 PM Eastern
Extended Trading
$62.78 -0.13 (-0.20%)
As of 06:34 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 Massive. 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)
150
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$598.22M
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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
10/2/2026 Versant Capital Management Inc1,150$71K0.0%N/A0.002%
9/23/2026QRG Capital Management Inc.3,881$338K0.0%+7.5%0.007%
9/9/2026BlueCrest Capital Management Ltd396,103$34.50M1.1%+12.8%0.762%
9/9/2026WINTON GROUP Ltd2,300$200K0.0%-57.4%0.004%
9/8/2026Arizona State Retirement System8,277$721K0.0%-3.4%0.016%
9/8/2026Nykredit A S2,244$195K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP26,653$2.32M0.0%+1,030.8%0.051%
8/26/2026Amundi3,250$283K0.0%N/A0.006%
8/21/2026Nykredit A S2,244$195K0.0%N/A0.004%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC68,681$5.98M0.0%-9.7%0.132%
8/19/2026Wellington Management Group LLP348,769$30.38M0.0%+28.1%0.671%
8/18/2026Public Employees Retirement System of Ohio910$79K0.0%N/A0.002%
8/17/2026Corient Private Wealth LP26,048$2.27M0.0%N/A0.050%
8/17/2026Palogic Value Management L.P.12,007$1.05M0.3%N/A0.023%
8/17/2026Bank of America Corp DE286,228$24.93M0.0%N/A0.551%
8/17/2026Basswood Capital Management L.L.C.192,334$16.75M0.7%N/A0.370%
8/15/2026Freestone Grove Partners LP473$41K0.0%N/A0.001%
8/15/2026Man Group plc25,923$2.26M0.0%N/A0.050%
8/15/2026Jupiter Topco LLC13,514$1.18M0.0%N/A0.026%
8/15/2026Kinetic Partners Management LP209,900$18.28M0.4%N/A0.404%
8/14/2026Palisade Capital Management LP50,121$4.37M0.2%N/A0.097%
8/14/2026Legal & General Group Plc25,837$2.25M0.0%N/A0.050%
8/14/2026The Manufacturers Life Insurance Company19,665$1.71M0.0%N/A0.038%
8/14/2026Cullen Capital Management LLC6,266$546K0.0%N/A0.012%
8/14/2026Algert Global LLC60,260$5.25M0.1%+119.5%0.116%
8/12/2026MFN Partners Management LP4,531,792$394.72M0.0%N/A8.728%
8/12/2026Quantbot Technologies LP35,045$3.05M0.1%N/A0.067%
8/12/2026Ieq Capital LLC8,413$733K0.0%N/A0.016%
8/11/2026Donald Smith & CO. Inc.1,882,201$163.94M2.9%N/A3.625%
8/11/2026Silvant Capital Management LLC385$34K0.0%N/A0.001%
8/11/2026Vise Technologies Inc.3,591$313K0.0%N/A0.007%
8/10/2026NewEdge Wealth LLC10,403$906K0.0%N/A0.020%
8/8/2026K2 Principal Fund L.P.159,766$13.92M1.0%N/A0.308%
8/7/2026BlackRock Inc.2,327,613$202.74M0.0%N/A4.483%
8/7/2026Deutsche Bank AG31,370$2.73M0.0%N/A0.060%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.288$25K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp303,380$26.42M0.0%N/A0.584%
8/6/2026State of Wyoming5,273$459K0.0%N/A0.010%
7/10/2026Handelsbanken Fonder AB11,700$1.02M0.0%-19.3%0.023%
6/16/2026Empowered Funds LLC2,662$233K0.0%N/A0.005%
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5/19/2026EMG Holdings L.P.65,727$5.75M1.4%+228.6%0.127%
5/19/2026Bank of America Corp DE379,429$33.16M0.0%+173.9%0.731%
5/19/2026Janus Henderson Group PLC267,868$23.42M0.0%+1,882.2%0.516%
5/19/2026South Dakota Investment Council46,038$4.02M0.1%+25.7%0.089%
5/18/2026California State Teachers Retirement System36,474$3.19M0.0%+24.4%0.070%
5/18/2026Royal Bank of Canada789$69K0.0%-50.7%0.002%
5/18/2026Rubric Capital Management LP54,727$4.78M0.1%N/A0.105%
5/18/2026Empowered Funds LLC2,662$233K0.0%N/A0.005%
5/16/2026Quantinno Capital Management LP11,198$979K0.0%+58.0%0.022%
5/16/2026Clough Capital Partners L P42,930$3.75M0.4%+5.0%0.083%
5/15/2026Helix Partners Management LP79,000$6.91M1.8%N/A0.152%
5/15/2026Senvest Management LLC508,633$44.46M1.5%+21.9%0.980%
5/14/2026Inceptionr LLC2,735$239K0.1%N/A0.005%
5/14/2026Capula Management Ltd6,602$577K0.0%-18.3%0.013%
5/14/2026Sei Investments Co.15,345$1.34M0.0%-39.1%0.029%
5/14/2026Walleye Capital LLC19,940$1.74M0.0%-11.5%0.038%
5/13/2026First Trust Advisors LP18,896$1.65M0.0%+12.4%0.036%
5/7/2026Dimensional Fund Advisors LP1,916,271$167.47M0.0%+7.1%3.673%
5/7/2026Swiss National Bank61,700$5.39M0.0%+0.8%0.118%
5/6/2026Lightrock Netherlands B.V.152,213$13.30M1.3%+22.4%0.292%
5/5/2026Bank of New York Mellon Corp235,734$20.60M0.0%-7.9%0.452%
4/27/2026Y Intercept Hong Kong Ltd43,605$3.81M0.1%+210.4%0.084%
4/22/2026Pictet Asset Management Holding SA5,518$482K0.0%+6.3%0.011%
4/22/2026Sterling Capital Management LLC969$85K0.0%-42.6%0.002%
4/16/2026SG Americas Securities LLC10,829$946K0.0%+42.4%0.021%
3/20/2026Hsbc Holdings PLC1,818$240K0.0%-10.0%0.003%
3/3/2026Caitong International Asset Management Co. Ltd231$30K0.0%+7,600.0%0.000%
2/23/2026Virtu Financial LLC2,876$379K0.0%N/A0.006%
2/19/2026T. Rowe Price Investment Management Inc.3,603,567$475.10M0.3%-3.7%6.934%
2/19/2026Invesco Ltd.1,569,184$206.88M0.0%+7.3%3.019%
2/18/2026Mercer Global Advisors Inc. ADV10,167$1.34M0.0%+5.2%0.020%
2/18/2026XTX Topco Ltd3,630$479K0.0%N/A0.007%
2/18/2026SummitTX Capital L.P.2,795$368K0.0%+19.6%0.005%
2/18/2026Tudor Investment Corp ET AL29,118$3.84M0.0%+904.1%0.056%
2/18/2026Twinbeech Capital LP27,325$3.60M0.3%N/A0.053%
2/18/2026Quadrature Capital Ltd8,999$1.19M0.0%N/A0.017%
2/18/2026Palisade Capital Management LP183,469$24.19M0.7%-10.4%0.353%
2/18/2026Millennium Management LLC60,116$7.93M0.0%+9.3%0.116%
2/18/2026Man Group plc15,600$2.06M0.0%+21.6%0.030%
2/18/2026Engineers Gate Manager LP4,379$577K0.0%N/A0.008%
2/18/2026Concentric Capital Strategies LP86,478$11.40M0.5%+420.3%0.166%
2/18/2026Clough Capital Partners L P40,890$5.39M0.5%N/A0.079%
2/18/2026Balyasny Asset Management L.P.45,391$5.98M0.0%N/A0.087%
2/18/2026Boothbay Fund Management LLC25,226$3.33M0.1%N/A0.049%
2/18/2026Aristeia Capital L.L.C.3,360$443K0.0%N/A0.006%
2/18/2026Alight Capital Management LP20,000$2.64M0.7%+100.0%0.038%
2/17/2026Schonfeld Strategic Advisors LLC48,291$6.37M0.0%+334.6%0.093%
2/17/2026AQR Capital Management LLC21,816$2.88M0.0%+17.0%0.042%
2/17/2026Jain Global LLC7,616$1.00M0.0%+116.6%0.015%
2/17/2026EMG Holdings L.P.20,000$2.64M1.9%-61.6%0.038%
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2/17/2026Jump Financial LLC8,255$1.09M0.0%-29.1%0.016%
2/17/2026Price T Rowe Associates Inc. MD671,025$88.47M0.0%-2.9%1.291%
2/17/2026T. Rowe Price Investment Management Inc.744,487$98.15M0.1%-80.1%1.433%
2/17/2026Osaic Holdings Inc.3,276$432K0.0%-6.5%0.006%
2/17/2026Goldentree Asset Management LP227,377$29.92M1.6%-23.3%0.438%
2/17/2026California State Teachers Retirement System29,313$3.87M0.0%+3.6%0.056%
2/17/2026Russell Investments Group Ltd.18,778$2.48M0.0%+11.3%0.036%
2/17/2026State of Wisconsin Investment Board8,011$1.06M0.0%+166.9%0.015%
2/17/2026Kemnay Advisory Services Inc.1,053$139K0.0%N/A0.002%
2/17/2026ExodusPoint Capital Management LP9,265$1.22M0.0%N/A0.018%


PFSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 245 institutional investors and hedge funds held shares of PennyMac Financial Services. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($475.10M), MFN Partners Management LP ($394.72M), Vanguard Group Inc. ($373.47M), Invesco Ltd. ($206.88M), BlackRock Inc. ($202.74M), Dimensional Fund Advisors LP ($167.47M), and Donald Smith & CO. Inc. ($163.94M).Learn more on PennyMac Financial Services' institutional investors.

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

Of the 217 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: MFN Partners Management LP ($4.53M), BlackRock Inc. ($2.33M), Donald Smith & CO. Inc. ($1.88M), Norges Bank ($1.11M), FMR LLC ($954.24K), Orbis Allan Gray Ltd ($757.49K), and 140 Summer Partners LP ($669.89K).

Institutional investors have bought a total of 14,373,016 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Of the 71 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: T. Rowe Price Investment Management Inc. ($3.14M), JPMorgan Chase & Co. ($199.11K), Boston Partners ($113.20K), Bank of New York Mellon Corp ($85.71K), Massachusetts Financial Services Co. MA ($81.86K), UBS Group AG ($81.82K), and Vanguard Group Inc. ($79.57K).

Institutional investors have sold a total of 4,586,353 shares in the last 24 months. This volume of shares sold represents approximately $598.22M in transactions.


Related Companies

Institutional ownership data for NYSE:PFSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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