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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$100.42 -1.99 (-1.94%)
As of 02:00 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)
108
Total
Institutional Inflows
(last 12 months)
$533.85M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$256.77M
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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
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%
5/14/2025MetLife Investment Management LLC15,351$1.54M0.0%-4.4%0.030%
5/14/2025Jump Financial LLC4,464$447K0.0%+48.8%0.009%
5/14/2025AlphaQuest LLC2,587$259K0.0%+4.4%0.005%
5/14/20251832 Asset Management L.P.27,790$2.78M0.0%-24.7%0.054%
5/14/2025Advantage Alpha Capital Partners LP55,376$5.54M1.4%+26.3%0.107%
5/14/2025T. Rowe Price Investment Management Inc.4,289,819$429.45M0.3%+0.6%8.303%
5/14/2025Hsbc Holdings PLC5,288$533K0.0%-3.6%0.010%
5/13/2025Northern Trust Corp280,661$28.10M0.0%-2.5%0.543%
5/13/2025Northwest & Ethical Investments L.P.6,441$644K0.0%N/A0.012%
5/13/2025American Century Companies Inc.347,161$34.75M0.0%-1.8%0.672%
5/13/2025Brandywine Global Investment Management LLC116,430$11.66M0.1%-3.7%0.225%
5/13/2025Dimensional Fund Advisors LP1,950,300$195.24M0.0%-9.3%3.775%
5/13/2025Boston Partners490,906$48.88M0.1%-1.2%0.950%
5/13/2025Russell Investments Group Ltd.17,145$1.72M0.0%+19.8%0.033%
5/13/2025HighTower Advisors LLC2,062$206K0.0%-50.1%0.004%
5/12/2025Nuveen LLC105,382$10.55M0.0%N/A0.204%
5/12/2025Invesco Ltd.1,237,118$123.85M0.0%+4.5%2.395%
5/12/2025Cynosure Group LLC6,682$669K0.1%+16.8%0.013%
5/12/2025Swiss National Bank59,600$5.97M0.0%-1.3%0.115%
5/9/2025Deutsche Bank AG22,433$2.25M0.0%-8.9%0.044%
5/9/2025Charles Schwab Investment Management Inc.457,234$45.77M0.0%+0.8%0.889%
5/9/2025Vanguard Group Inc.2,872,637$287.58M0.0%-0.5%5.585%
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5/7/2025Picton Mahoney Asset Management89,130$8.92M0.2%+12,632.9%0.173%
5/7/2025Bryce Point Capital LLC7,169$728K0.6%-52.7%0.014%
5/7/2025TD Asset Management Inc61,494$6.16M0.0%+2.4%0.120%
5/6/2025KLP Kapitalforvaltning AS5,800$581K0.0%-9.4%0.011%
5/6/2025Y Intercept Hong Kong Ltd6,940$695K0.0%N/A0.013%
5/5/2025Allianz Asset Management GmbH70,565$7.06M0.0%-4.5%0.137%
5/5/2025South Dakota Investment Council92,069$9.22M0.2%-5.8%0.179%
5/2/2025Victory Capital Management Inc.11,461$1.15M0.0%-54.5%0.022%
5/2/2025Massachusetts Financial Services Co. MA312,685$31.30M0.0%-2.4%0.608%
5/2/2025Dakota Wealth Management13,074$1.31M0.0%-10.3%0.025%
5/2/2025Hohimer Wealth Management LLC2,351$235K0.0%+5.4%0.005%
5/2/2025Edgestream Partners L.P.28,026$2.81M0.1%-28.3%0.054%
5/1/2025CWM LLC271$27K0.0%+71.5%0.001%
5/1/2025New York State Common Retirement Fund71,944$7.20M0.0%+1.2%0.140%
5/1/2025Xponance Inc.2,020$202K0.0%N/A0.004%
4/29/2025Bank of New York Mellon Corp290,235$29.06M0.0%+45.9%0.564%
4/29/2025Lightrock Netherlands B.V.136,055$13.64M3.6%+55.1%0.265%
4/29/2025Palisade Capital Management LP213,083$21.33M0.6%-0.8%0.414%
4/28/2025Principal Financial Group Inc.97,559$9.77M0.0%-14.8%0.190%
4/28/2025Teacher Retirement System of Texas4,496$450K0.0%-11.4%0.009%
4/28/2025Cannon Global Investment Management LLC4,200$420K0.7%-12.5%0.008%
4/25/2025MorganRosel Wealth Management LLC10,464$1.05M0.3%-10.8%0.020%
4/17/2025QRG Capital Management Inc.14,370$1.44M0.0%-11.2%0.028%
4/15/2025Assenagon Asset Management S.A.18,889$1.89M0.0%-30.6%0.037%
4/10/2025Contravisory Investment Management Inc.989$99K0.0%-64.4%0.002%
4/8/2025Rhumbline Advisers42,208$4.23M0.0%+1.6%0.082%
4/7/2025GAMMA Investing LLC11,713$1.17M0.0%+12,101.0%0.023%
3/18/2025California State Teachers Retirement System28,431$2.90M0.0%-28.5%0.055%
2/18/2025Vise Technologies Inc.4,597$470K0.0%-20.7%0.009%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC94,448$9.65M0.0%-1.9%0.184%
2/17/2025Tidal Investments LLC14,376$1.47M0.0%-4.7%0.028%
2/17/2025State of Wyoming5,980$611K0.1%-13.9%0.012%
2/17/2025ProShare Advisors LLC7,530$769K0.0%+49.0%0.015%
2/17/2025Nuveen Asset Management LLC105,969$10.82M0.0%-9.4%0.207%
2/17/2025Millennium Management LLC518,574$52.97M0.0%+104.5%1.012%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,217$1.55M0.0%+4.1%0.030%
2/17/2025Interval Partners LP39,320$4.02M0.1%+379.7%0.077%
2/17/2025Jacobs Levy Equity Management Inc.34,324$3.51M0.0%-9.3%0.067%
2/17/2025Janus Henderson Group PLC15,114$1.54M0.0%-22.5%0.029%
2/17/2025Deutsche Bank AG24,624$2.52M0.0%-29.9%0.048%
2/17/2025Conversant Capital LLC195,150$19.93M2.8%-2.4%0.381%
2/17/2025Crestline Management LP9,533$974K0.0%N/A0.019%
2/17/2025Bosun Asset Management LLC6,126$626K0.3%-33.4%0.012%
2/17/2025Bank of America Corp DE17,787$1.82M0.0%-80.8%0.035%
2/17/2025Basswood Capital Management L.L.C.456,874$46.67M2.7%-0.3%0.891%
2/17/2025BNP Paribas Financial Markets3,345$342K0.0%-81.9%0.007%
2/17/2025Ameriprise Financial Inc.178,883$18.27M0.0%+0.4%0.349%
2/17/2025Alyeska Investment Group L.P.98,162$10.03M0.0%-70.2%0.191%
2/17/2025Aristeia Capital L.L.C.3,432$351K0.0%N/A0.007%
2/14/2025Mercer Global Advisors Inc. ADV13,743$1.40M0.0%-23.9%0.027%
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2/14/2025Northern Trust Corp287,740$29.39M0.0%-22.7%0.561%
2/14/2025The Manufacturers Life Insurance Company18,092$1.85M0.0%-1.2%0.035%
2/14/2025Public Employees Retirement Association of Colorado4,173$426K0.0%-56.3%0.008%
2/14/2025Aquatic Capital Management LLC698$71K0.0%N/A0.001%
2/14/2025Voya Investment Management LLC7,935$810K0.0%-7.7%0.015%
2/14/2025T. Rowe Price Investment Management Inc.4,265,764$435.71M0.3%-4.8%8.322%
2/14/2025Price T Rowe Associates Inc. MD134,435$13.73M0.0%+11.8%0.262%
2/14/2025Dark Forest Capital Management LP14,381$1.47M0.2%-26.9%0.028%
2/14/2025Hsbc Holdings PLC5,486$559K0.0%-2.9%0.011%
2/14/2025TD Waterhouse Canada Inc.379$39K0.0%N/A0.001%
(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, 188 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. ($123.85M), State Street Corp ($103.91M), and Senvest Management LLC ($100.93M).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 143 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: FMR LLC ($954.24K), Orbis Allan Gray Ltd ($757.49K), Norges Bank ($725.79K), 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 5,108,002 shares in the last 24 months. This purchase volume represents approximately $533.85M in transactions.

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

Of the 90 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: Dimensional Fund Advisors LP ($542.39K), Alyeska Investment Group L.P. ($231.16K), T. Rowe Price Investment Management Inc. ($214.43K), Epoch Investment Partners Inc. ($193.84K), JPMorgan Chase & Co. ($146.58K), Senvest Management LLC ($120.97K), and Picton Mahoney Asset Management ($106.24K).

How much institutional selling is happening at PennyMac Financial Services?

Institutional investors have sold a total of 2,516,626 shares in the last 24 months. This volume of shares sold represents approximately $256.77M in transactions.


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This page (NYSE:PFSI) was last updated on 7/7/2025 by MarketBeat.com Staff
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