PennyMac Financial Services (PFSI) Institutional Ownership

$72.89 -1.27 (-1.71%)

As of 08/26/2026 03:58 PM Eastern

Current Institutional Ownership Percentage: 57.87%
Number of Institutional Buyers (last 12 months): 148
Total Institutional Inflows (last 12 months): $1.63B

Number of Institutional Sellers (last 12 months): 70
Total Institutional Outflows (last 12 months): $598.32M

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PFSI Institutional Buying and Selling by Quarter

PennyMac Financial Services Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2026	Amundi	3,250	$283K	0.0%	N/A	0.006%
8/24/2026	California State Teachers Retirement System	3,011,483	$262.30M	0.0%	+8,156.5%	5.797%
8/21/2026	Nykredit A S	2,244	$195K	0.0%	N/A	0.004%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	68,681	$5.98M	0.0%	-9.7%	0.132%
8/19/2026	Wellington Management Group LLP	348,769	$30.38M	0.0%	+28.1%	0.671%
8/18/2026	Public Employees Retirement System of Ohio	910	$79K	0.0%	N/A	0.002%
8/17/2026	Corient Private Wealth LP	26,048	$2.27M	0.0%	N/A	0.050%
8/17/2026	Palogic Value Management L.P.	12,007	$1.05M	0.3%	N/A	0.023%
8/17/2026	Bank of America Corp DE	286,228	$24.93M	0.0%	N/A	0.551%
8/17/2026	Basswood Capital Management L.L.C.	192,334	$16.75M	0.7%	N/A	0.370%
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8/15/2026	Freestone Grove Partners LP	473	$41K	0.0%	N/A	0.001%
8/15/2026	Man Group plc	25,923	$2.26M	0.0%	N/A	0.050%
8/15/2026	Jupiter Topco LLC	13,514	$1.18M	0.0%	N/A	0.026%
8/15/2026	Kinetic Partners Management LP	209,900	$18.28M	0.4%	N/A	0.404%
8/14/2026	Palisade Capital Management LP	50,121	$4.37M	0.2%	N/A	0.097%
8/14/2026	Legal & General Group Plc	25,837	$2.25M	0.0%	N/A	0.050%
8/14/2026	The Manufacturers Life Insurance Company	19,665	$1.71M	0.0%	N/A	0.038%
8/14/2026	Cullen Capital Management LLC	6,266	$546K	0.0%	N/A	0.012%
8/14/2026	Algert Global LLC	60,260	$5.25M	0.1%	+119.5%	0.116%
8/12/2026	MFN Partners Management LP	4,531,792	$394.72B	8.2%	N/A	8.728%
8/12/2026	Quantbot Technologies LP	35,045	$3.05M	0.1%	N/A	0.067%
8/12/2026	Ieq Capital LLC	8,413	$733K	0.0%	N/A	0.016%
8/11/2026	Donald Smith & CO. Inc.	1,882,201	$163.94M	2.9%	N/A	3.625%
8/11/2026	Silvant Capital Management LLC	385	$34K	0.0%	N/A	0.001%
8/11/2026	Vise Technologies Inc.	3,591	$313K	0.0%	N/A	0.007%
8/10/2026	NewEdge Wealth LLC	10,403	$906K	0.0%	N/A	0.020%
8/8/2026	K2 Principal Fund L.P.	159,766	$13.92M	1.0%	N/A	0.308%
8/7/2026	BlackRock Inc.	2,327,613	$202.74M	0.0%	N/A	4.483%
8/7/2026	Deutsche Bank AG	31,370	$2.73M	0.0%	N/A	0.060%
8/7/2026	Mitsubishi UFJ Asset Management Co. Ltd.	288	$25K	0.0%	N/A	0.001%
8/6/2026	Bank of New York Mellon Corp	303,380	$26.42M	0.0%	N/A	0.584%
8/6/2026	State of Wyoming	5,273	$459K	0.0%	N/A	0.010%
7/10/2026	Handelsbanken Fonder AB	11,700	$1.02M	0.0%	-19.3%	0.023%
6/16/2026	Empowered Funds LLC	2,662	$233K	0.0%	N/A	0.005%
5/19/2026	EMG Holdings L.P.	65,727	$5.75M	1.4%	+228.6%	0.127%
5/19/2026	Bank of America Corp DE	379,429	$33.16M	0.0%	+173.9%	0.731%
5/19/2026	Janus Henderson Group PLC	267,868	$23.42M	0.0%	+1,882.2%	0.516%
5/19/2026	South Dakota Investment Council	46,038	$4.02M	0.1%	+25.7%	0.089%
5/18/2026	California State Teachers Retirement System	36,474	$3.19M	0.0%	+24.4%	0.070%
5/18/2026	Royal Bank of Canada	789	$69K	0.0%	-50.7%	0.002%
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5/18/2026	Rubric Capital Management LP	54,727	$4.78M	0.1%	N/A	0.105%
5/18/2026	Empowered Funds LLC	2,662	$233K	0.0%	N/A	0.005%
5/16/2026	Quantinno Capital Management LP	11,198	$979K	0.0%	+58.0%	0.022%
5/16/2026	Clough Capital Partners L P	42,930	$3.75M	0.4%	+5.0%	0.083%
5/15/2026	Helix Partners Management LP	79,000	$6.91M	1.8%	N/A	0.152%
5/15/2026	Senvest Management LLC	508,633	$44.46M	1.5%	+21.9%	0.980%
5/14/2026	Inceptionr LLC	2,735	$239K	0.1%	N/A	0.005%
5/14/2026	Capula Management Ltd	6,602	$577K	0.0%	-18.3%	0.013%
5/14/2026	Sei Investments Co.	15,345	$1.34M	0.0%	-39.1%	0.029%
5/14/2026	Walleye Capital LLC	19,940	$1.74M	0.0%	-11.5%	0.038%
5/13/2026	First Trust Advisors LP	18,896	$1.65M	0.0%	+12.4%	0.036%
5/7/2026	Dimensional Fund Advisors LP	1,916,271	$167.47M	0.0%	+7.1%	3.673%
5/7/2026	Swiss National Bank	61,700	$5.39M	0.0%	+0.8%	0.118%
5/6/2026	Lightrock Netherlands B.V.	152,213	$13.30M	1.3%	+22.4%	0.292%
5/5/2026	Bank of New York Mellon Corp	235,734	$20.60M	0.0%	-7.9%	0.452%
4/27/2026	Y Intercept Hong Kong Ltd	43,605	$3.81M	0.1%	+210.4%	0.084%
4/22/2026	Pictet Asset Management Holding SA	5,518	$482K	0.0%	+6.3%	0.011%
4/22/2026	Sterling Capital Management LLC	969	$85K	0.0%	-42.6%	0.002%
4/16/2026	SG Americas Securities LLC	10,829	$946K	0.0%	+42.4%	0.021%
3/20/2026	Hsbc Holdings PLC	1,818	$240K	0.0%	-10.0%	0.003%
3/3/2026	Caitong International Asset Management Co. Ltd	231	$30K	0.0%	+7,600.0%	0.000%
2/23/2026	Virtu Financial LLC	2,876	$379K	0.0%	N/A	0.006%
2/19/2026	T. Rowe Price Investment Management Inc.	3,603,567	$475.10M	0.3%	-3.7%	6.934%
2/19/2026	Invesco Ltd.	1,569,184	$206.88M	0.0%	+7.3%	3.019%
2/18/2026	Mercer Global Advisors Inc. ADV	10,167	$1.34M	0.0%	+5.2%	0.020%
2/18/2026	XTX Topco Ltd	3,630	$479K	0.0%	N/A	0.007%
2/18/2026	SummitTX Capital L.P.	2,795	$368K	0.0%	+19.6%	0.005%
2/18/2026	Tudor Investment Corp ET AL	29,118	$3.84M	0.0%	+904.1%	0.056%
2/18/2026	Twinbeech Capital LP	27,325	$3.60M	0.3%	N/A	0.053%
2/18/2026	Quadrature Capital Ltd	8,999	$1.19M	0.0%	N/A	0.017%
2/18/2026	Palisade Capital Management LP	183,469	$24.19M	0.7%	-10.4%	0.353%
2/18/2026	Millennium Management LLC	60,116	$7.93M	0.0%	+9.3%	0.116%
2/18/2026	Man Group plc	15,600	$2.06M	0.0%	+21.6%	0.030%
2/18/2026	Engineers Gate Manager LP	4,379	$577K	0.0%	N/A	0.008%
2/18/2026	Concentric Capital Strategies LP	86,478	$11.40M	0.5%	+420.3%	0.166%
2/18/2026	Clough Capital Partners L P	40,890	$5.39M	0.5%	N/A	0.079%
2/18/2026	Balyasny Asset Management L.P.	45,391	$5.98M	0.0%	N/A	0.087%
2/18/2026	Boothbay Fund Management LLC	25,226	$3.33M	0.1%	N/A	0.049%
2/18/2026	Aristeia Capital L.L.C.	3,360	$443K	0.0%	N/A	0.006%
2/18/2026	Alight Capital Management LP	20,000	$2.64M	0.7%	+100.0%	0.038%
2/17/2026	Schonfeld Strategic Advisors LLC	48,291	$6.37M	0.0%	+334.6%	0.093%
2/17/2026	AQR Capital Management LLC	21,816	$2.88M	0.0%	+17.0%	0.042%
2/17/2026	Jain Global LLC	7,616	$1.00M	0.0%	+116.6%	0.015%
2/17/2026	EMG Holdings L.P.	20,000	$2.64M	1.9%	-61.6%	0.038%
2/17/2026	Jump Financial LLC	8,255	$1.09M	0.0%	-29.1%	0.016%
2/17/2026	Price T Rowe Associates Inc. MD	671,025	$88.47M	0.0%	-2.9%	1.291%
2/17/2026	T. Rowe Price Investment Management Inc.	744,487	$98.15M	0.1%	-80.1%	1.433%
2/17/2026	Osaic Holdings Inc.	3,276	$432K	0.0%	-6.5%	0.006%
2/17/2026	Goldentree Asset Management LP	227,377	$29.92M	1.6%	-23.3%	0.438%
2/17/2026	California State Teachers Retirement System	29,313	$3.87M	0.0%	+3.6%	0.056%
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2/17/2026	Russell Investments Group Ltd.	18,778	$2.48M	0.0%	+11.3%	0.036%
2/17/2026	State of Wisconsin Investment Board	8,011	$1.06M	0.0%	+166.9%	0.015%
2/17/2026	Kemnay Advisory Services Inc.	1,053	$139K	0.0%	N/A	0.002%
2/17/2026	ExodusPoint Capital Management LP	9,265	$1.22M	0.0%	N/A	0.018%
2/17/2026	Royal Bank of Canada	1,601	$211K	0.0%	-8.8%	0.003%
2/17/2026	140 Summer Partners LP	669,892	$88.32M	6.5%	+50.2%	1.289%
2/17/2026	Magnetar Financial LLC	3,721	$491K	0.0%	N/A	0.007%
2/17/2026	Persistent Asset Partners Ltd	2,339	$308K	0.1%	N/A	0.005%
2/17/2026	Board of Trustees of The Leland Stanford Junior University	4,000	$530K	0.1%	N/A	0.008%
2/17/2026	Cynosure Group LLC	3,603	$475K	0.0%	-53.6%	0.007%

PFSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 242 institutional investors and hedge funds held shares of PennyMac Financial Services. The most heavily invested institutionals were MFN Partners Management LP ($394.72B), T. Rowe Price Investment Management Inc. ($475.10M), Vanguard Group Inc. ($373.47M), California State Teachers Retirement System ($262.30M), Invesco Ltd. ($206.88M), BlackRock Inc. ($202.74M), and Dimensional Fund Advisors LP ($167.47M).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 214 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), California State Teachers Retirement System ($2.99M), BlackRock Inc. ($2.33M), Donald Smith & CO. Inc. ($1.88M), Norges Bank ($1.11M), FMR LLC ($954.24K), and Orbis Allan Gray Ltd ($757.49K).

Institutional investors have bought a total of 17,275,345 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Of the 70 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 4,588,003 shares in the last 24 months. This volume of shares sold represents approximately $598.42M 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 8/26/2026. New 13F filings are added each quarter as they're published.

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PennyMac Financial Services (PFSI) Institutional Ownership

PFSI Institutional Buying and Selling by Quarter

PennyMac Financial Services Major Shareholders & Ownership History

PFSI Institutional Ownership - Frequently Asked Questions

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PennyMac Financial Services (PFSI) Institutional Ownership

Institutional Ownership Changes (13F Filings) for PennyMac Financial Services (NYSE:PFSI)

PFSI Institutional Buying and Selling by Quarter

PennyMac Financial Services Major Shareholders & Ownership History

PFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFSI shares?

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

Which institutional investors have been buying PennyMac Financial Services' stock?

How much institutional buying is happening at PennyMac Financial Services?

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

How much institutional selling is happening at PennyMac Financial Services?

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