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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$85.63 -2.19 (-2.49%)
Closing price 05/15/2026 03:59 PM Eastern
Extended Trading
$85.73 +0.10 (+0.11%)
As of 05/15/2026 04:13 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)
146
Total
Institutional Inflows
(last 12 months)
$575.39M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$684.01M
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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
5/16/2026 Quantinno Capital Management LP11,198$979K0.0%+58.0%0.022%
5/16/2026 Clough Capital Partners L P42,930$3.75M0.4%+5.0%0.083%
5/15/2026 Helix Partners Management LP79,000$6.91M1.8%N/A0.152%
5/15/2026 Senvest Management LLC508,633$44.46M1.5%+21.9%0.980%
5/14/2026 Inceptionr LLC2,735$239K0.1%N/A0.005%
5/14/2026 Capula Management Ltd6,602$577K0.0%-18.3%0.013%
5/14/2026 Sei Investments Co.15,345$1.34M0.0%-39.1%0.029%
5/14/2026 Walleye Capital LLC19,940$1.74M0.0%-11.5%0.038%
5/13/2026 First Trust Advisors LP18,896$1.65M0.0%+12.4%0.036%
5/7/2026 Dimensional Fund Advisors LP1,916,271$167.47M0.0%+7.1%3.673%
5/7/2026 Swiss National Bank61,700$5.39M0.0%+0.8%0.118%
5/6/2026 Lightrock Netherlands B.V.152,213$13.30M1.3%+22.4%0.292%
5/5/2026 Bank of New York Mellon Corp235,734$20.60M0.0%-7.9%0.452%
4/27/2026 Y Intercept Hong Kong Ltd43,605$3.81M0.1%+210.4%0.084%
4/22/2026 Pictet Asset Management Holding SA5,518$482K0.0%+6.3%0.011%
4/22/2026 Sterling Capital Management LLC969$85K0.0%-42.6%0.002%
4/16/2026 SG Americas Securities LLC10,829$946K0.0%+42.4%0.021%
3/20/2026 Hsbc Holdings PLC1,818$240K0.0%-10.0%0.003%
3/3/2026 Caitong International Asset Management Co. Ltd231$30K0.0%+7,600.0%0.000%
2/23/2026 Virtu Financial LLC2,876$379K0.0%N/A0.006%
2/19/2026 T. Rowe Price Investment Management Inc.3,603,567$475.10M0.3%-3.7%6.934%
2/19/2026 Invesco Ltd.1,569,184$206.88M0.0%+7.3%3.019%
2/18/2026 Mercer Global Advisors Inc. ADV10,167$1.34M0.0%+5.2%0.020%
2/18/2026 XTX Topco Ltd3,630$479K0.0%N/A0.007%
2/18/2026 SummitTX Capital L.P.2,795$368K0.0%+19.6%0.005%
2/18/2026 Tudor Investment Corp ET AL29,118$3.84M0.0%+904.1%0.056%
2/18/2026 Twinbeech Capital LP27,325$3.60M0.3%N/A0.053%
2/18/2026 Quadrature Capital Ltd8,999$1.19M0.0%N/A0.017%
2/18/2026 Palisade Capital Management LP183,469$24.19M0.7%-10.4%0.353%
2/18/2026 Millennium Management LLC60,116$7.93M0.0%+9.3%0.116%
2/18/2026 Man Group plc15,600$2.06M0.0%+21.6%0.030%
2/18/2026 Engineers Gate Manager LP4,379$577K0.0%N/A0.008%
2/18/2026 Concentric Capital Strategies LP86,478$11.40M0.5%+420.3%0.166%
2/18/2026 Clough Capital Partners L P40,890$5.39M0.5%N/A0.079%
2/18/2026 Balyasny Asset Management L.P.45,391$5.98M0.0%N/A0.087%
2/18/2026 Boothbay Fund Management LLC25,226$3.33M0.1%N/A0.049%
2/18/2026 Aristeia Capital L.L.C.3,360$443K0.0%N/A0.006%
2/18/2026 Alight Capital Management LP20,000$2.64M0.7%+100.0%0.038%
2/17/2026 Schonfeld Strategic Advisors LLC48,291$6.37M0.0%+334.6%0.093%
2/17/2026 AQR Capital Management LLC21,816$2.88M0.0%+17.0%0.042%
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2/17/2026 Jain 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%
2/17/2026 Jump Financial LLC8,255$1.09M0.0%-29.1%0.016%
2/17/2026 Price T Rowe Associates Inc. MD671,025$88.47M0.0%-2.9%1.291%
2/17/2026 T. Rowe Price Investment Management Inc.744,487$98.15M0.1%-80.1%1.433%
2/17/2026 Osaic Holdings Inc.3,276$432K0.0%-6.5%0.006%
2/17/2026 Goldentree 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%
2/17/2026 Russell Investments Group Ltd.18,778$2.48M0.0%+11.3%0.036%
2/17/2026 State of Wisconsin Investment Board8,011$1.06M0.0%+166.9%0.015%
2/17/2026 Kemnay Advisory Services Inc.1,053$139K0.0%N/A0.002%
2/17/2026 ExodusPoint Capital Management LP9,265$1.22M0.0%N/A0.018%
2/17/2026 Royal Bank of Canada1,601$211K0.0%-8.8%0.003%
2/17/2026 140 Summer Partners LP669,892$88.32M6.5%+50.2%1.289%
2/17/2026 Magnetar Financial LLC3,721$491K0.0%N/A0.007%
2/17/2026 Persistent Asset Partners Ltd2,339$308K0.1%N/A0.005%
2/17/2026 Board of Trustees of The Leland Stanford Junior University4,000$530K0.1%N/A0.008%
2/17/2026 Cynosure Group LLC3,603$475K0.0%-53.6%0.007%
2/16/2026 Squarepoint Ops LLC16,490$2.17M0.0%-5.6%0.032%
2/16/2026 Senator Investment Group LP287,093$37.85M1.5%+12.4%0.552%
2/16/2026 Vanguard Personalized Indexing Management LLC4,619$609K0.0%+4.4%0.009%
2/16/2026 Mariner LLC3,338$440K0.0%-14.5%0.006%
2/16/2026 FJ Capital Management LLC28,562$3.77M0.4%-44.6%0.055%
2/16/2026 Fieldview Capital Management LLC3,357$443K0.1%N/A0.006%
2/16/2026 Barclays PLC65,927$8.69M0.0%+3.8%0.127%
2/16/2026 Basswood Capital Management L.L.C.550,927$72.63M2.9%-4.8%1.060%
2/16/2026 Alamea Verwaltungs GmbH3,408$449K0.3%-13.9%0.007%
2/13/2026 Parkside Financial Bank & Trust887$117K0.0%-15.0%0.002%
2/13/2026 The Manufacturers Life Insurance Company 16,958$2.24M0.0%-2.5%0.033%
2/13/2026 CANADA LIFE ASSURANCE Co3,781$499K0.0%-76.7%0.007%
2/13/2026 Walleye Capital LLC22,538$2.97M0.0%N/A0.043%
2/13/2026 Bridgewater Associates LP5,268$695K0.0%-12.0%0.010%
2/13/2026 Hudson Bay Capital Management LP22,883$3.02M0.0%-49.3%0.044%
2/13/2026 First Trust Advisors LP16,808$2.22M0.0%-45.3%0.032%
2/13/2026 Charles Schwab Investment Management Inc.441,401$58.19M0.0%-1.8%0.849%
2/13/2026 State Street Corp814,156$107.34M0.0%-4.9%1.567%
2/13/2026 Boston Partners323,824$43.43M0.0%-25.6%0.623%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC75,104$9.90M0.0%-2.5%0.145%
2/13/2026 Wells Fargo & Company MN40,993$5.41M0.0%+36.4%0.079%
2/13/2026 Cullen Capital Management LLC1,937$255K0.0%-32.9%0.004%
2/13/2026 Van Lanschot Kempen Investment Management N.V.62,939$8.30M0.1%N/A0.121%
2/12/2026 HRT Financial LP4,115$542K0.0%-75.5%0.008%
2/12/2026 MetLife Investment Management LLC16,339$2.15M0.0%-4.0%0.031%
2/12/2026Cibc World Markets Corp1,935$255K0.0%N/A0.004%
2/12/2026 Renaissance Technologies LLC32,400$4.27M0.0%+69.6%0.062%
2/12/2026 Dimensional Fund Advisors LP1,789,369$235.92M0.0%-4.2%3.443%
2/12/2026 Ensign Peak Advisors Inc2,619$345K0.0%-58.2%0.005%
2/12/2026 Informed Momentum Co LLC37,009$4.88M0.5%N/A0.071%
2/12/2026 Campbell & CO Investment Adviser LLC1,561$206K0.0%N/A0.003%
2/12/2026South Dakota Investment Council36,638$4.83M0.1%-13.1%0.070%
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2/12/2026 Swiss National Bank61,200$8.07M0.0%+1.8%0.118%
2/12/2026 Nuveen LLC150,280$19.81M0.0%-6.8%0.289%
2/11/2026 Meeder Advisory Services Inc.2,160$285K0.0%+22.6%0.004%
2/11/2026 Deutsche Bank AG23,151$3.05M0.0%+2.7%0.045%
2/11/2026 Fox Run Management L.L.C.4,401$580K0.1%N/A0.008%
2/11/2026 Cerity Partners LLC2,399$316K0.0%+7.3%0.005%
2/11/2026 Franklin Resources Inc.11,275$1.49M0.0%+7.3%0.022%
2/11/2026 JPMorgan Chase & Co.598,527$78.91M0.0%-7.6%1.152%
2/11/2026 Los Angeles Capital Management LLC250$31K0.0%N/A0.000%
2/11/2026 Vise Technologies Inc.5,563$733K0.0%+24.0%0.011%


PFSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 234 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), Vanguard Group Inc. ($373.47M), Invesco Ltd. ($206.88M), Dimensional Fund Advisors LP ($167.47M), FMR LLC ($133.38M), State Street Corp ($107.34M), and Orbis Allan Gray Ltd ($92.78M).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 199 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 ($1.11M), FMR LLC ($954.24K), Orbis Allan Gray Ltd ($757.49K), 140 Summer Partners LP ($669.89K), Millennium Management LLC ($523.09K), Invesco Ltd. ($389.86K), and Philadelphia Financial Management of San Francisco LLC ($378.87K).

Institutional investors have bought a total of 4,973,920 shares in the last 24 months. This purchase volume represents approximately $575.39M in transactions.

Of the 81 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), Senvest Management LLC ($467.60K), JPMorgan Chase & Co. ($355.68K), Boston Partners ($220.97K), Bank of New York Mellon Corp ($85.71K), Massachusetts Financial Services Co. MA ($81.86K), and UBS Group AG ($81.82K).

Institutional investors have sold a total of 5,446,132 shares in the last 24 months. This volume of shares sold represents approximately $684.01M in transactions.


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This page (NYSE:PFSI) was last updated on 5/17/2026 by MarketBeat.com Staff.
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