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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$77.10 +1.21 (+1.59%)
Closing price 08/6/2026 03:59 PM Eastern
Extended Trading
$77.04 -0.06 (-0.08%)
As of 04:25 AM 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)
147
Total
Institutional Inflows
(last 12 months)
$643.42M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$674.88M
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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
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%
7/10/2026 Handelsbanken Fonder AB11,700$1.02M0.0%-19.3%0.023%
6/16/2026Empowered Funds LLC2,662$233K0.0%N/A0.005%
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%
5/14/2026 Walleye 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%
4/27/2026 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%
4/16/2026SG Americas Securities LLC10,829$946K0.0%+42.4%0.021%
3/20/2026Hsbc Holdings PLC1,818$240K0.0%-10.0%0.003%
3/3/2026 Caitong 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%
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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%
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%
2/17/2026Royal Bank of Canada1,601$211K0.0%-8.8%0.003%
2/17/2026140 Summer Partners LP669,892$88.32M6.5%+50.2%1.289%
2/17/2026Magnetar Financial LLC3,721$491K0.0%N/A0.007%
2/17/2026Persistent Asset Partners Ltd2,339$308K0.1%N/A0.005%
2/17/2026Board 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%
2/16/2026Squarepoint Ops LLC16,490$2.17M0.0%-5.6%0.032%
2/16/2026Senator Investment Group LP287,093$37.85M1.5%+12.4%0.552%
2/16/2026Vanguard Personalized Indexing Management LLC4,619$609K0.0%+4.4%0.009%
2/16/2026Mariner LLC3,338$440K0.0%-14.5%0.006%
2/16/2026FJ Capital Management LLC28,562$3.77M0.4%-44.6%0.055%
2/16/2026Fieldview Capital Management LLC3,357$443K0.1%N/A0.006%
2/16/2026Barclays PLC65,927$8.69M0.0%+3.8%0.127%
2/16/2026Basswood Capital Management L.L.C.550,927$72.63M2.9%-4.8%1.060%
2/16/2026Alamea Verwaltungs GmbH3,408$449K0.3%-13.9%0.007%
2/13/2026Parkside Financial Bank & Trust887$117K0.0%-15.0%0.002%
2/13/2026The Manufacturers Life Insurance Company 16,958$2.24M0.0%-2.5%0.033%
2/13/2026CANADA LIFE ASSURANCE Co3,781$499K0.0%-76.7%0.007%
2/13/2026 Walleye Capital LLC22,538$2.97M0.0%N/A0.043%
2/13/2026Bridgewater Associates LP5,268$695K0.0%-12.0%0.010%
2/13/2026Hudson Bay Capital Management LP22,883$3.02M0.0%-49.3%0.044%
2/13/2026First Trust Advisors LP16,808$2.22M0.0%-45.3%0.032%
2/13/2026Charles Schwab Investment Management Inc.441,401$58.19M0.0%-1.8%0.849%
2/13/2026State Street Corp814,156$107.34M0.0%-4.9%1.567%
2/13/2026 Boston Partners323,824$43.43M0.0%-25.6%0.623%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC75,104$9.90M0.0%-2.5%0.145%
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2/13/2026Wells Fargo & Company MN40,993$5.41M0.0%+36.4%0.079%
2/13/2026Cullen Capital Management LLC1,937$255K0.0%-32.9%0.004%
2/13/2026Van Lanschot Kempen Investment Management N.V.62,939$8.30M0.1%N/A0.121%
2/12/2026HRT Financial LP4,115$542K0.0%-75.5%0.008%
2/12/2026MetLife Investment Management LLC16,339$2.15M0.0%-4.0%0.031%
2/12/2026Cibc World Markets Corp1,935$255K0.0%N/A0.004%
2/12/2026Renaissance Technologies LLC32,400$4.27M0.0%+69.6%0.062%
2/12/2026Dimensional Fund Advisors LP1,789,369$235.92M0.0%-4.2%3.443%
2/12/2026Ensign Peak Advisors Inc2,619$345K0.0%-58.2%0.005%
2/12/2026Informed Momentum Co LLC37,009$4.88M0.5%N/A0.071%


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 201 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), Bank of New York Mellon Corp ($447.43K), and Invesco Ltd. ($389.86K).

Institutional investors have bought a total of 5,819,229 shares in the last 24 months. This purchase volume represents approximately $648.28M in transactions.

Of the 79 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 5,408,851 shares in the last 24 months. This volume of shares sold represents approximately $680.24M in transactions.


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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 8/6/2026. New 13F filings are added each quarter as they're published.
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