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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$68.08 -0.89 (-1.29%)
Closing price 09/15/2026 03:59 PM Eastern
Extended Trading
$68.53 +0.44 (+0.65%)
As of 05:07 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)
148
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$598.61M
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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
9/9/2026 BlueCrest Capital Management Ltd396,103$34.50M1.1%+12.8%0.762%
9/9/2026 WINTON GROUP Ltd2,300$200K0.0%-57.4%0.004%
9/8/2026 Arizona State Retirement System8,277$721K0.0%-3.4%0.016%
9/8/2026 Nykredit A S2,244$195K0.0%N/A0.004%
8/27/2026 Corient Private Wealth LP26,653$2.32M0.0%+1,030.8%0.051%
8/26/2026 Amundi3,250$283K0.0%N/A0.006%
8/21/2026 Nykredit A S2,244$195K0.0%N/A0.004%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC68,681$5.98M0.0%-9.7%0.132%
8/19/2026 Wellington Management Group LLP348,769$30.38M0.0%+28.1%0.671%
8/18/2026 Public Employees Retirement System of Ohio910$79K0.0%N/A0.002%
8/17/2026 Corient Private Wealth LP26,048$2.27M0.0%N/A0.050%
8/17/2026 Palogic Value Management L.P.12,007$1.05M0.3%N/A0.023%
8/17/2026 Bank of America Corp DE286,228$24.93M0.0%N/A0.551%
8/17/2026 Basswood Capital Management L.L.C.192,334$16.75M0.7%N/A0.370%
8/15/2026 Freestone Grove Partners LP473$41K0.0%N/A0.001%
8/15/2026 Man Group plc25,923$2.26M0.0%N/A0.050%
8/15/2026 Jupiter Topco LLC13,514$1.18M0.0%N/A0.026%
8/15/2026 Kinetic Partners Management LP209,900$18.28M0.4%N/A0.404%
8/14/2026 Palisade Capital Management LP50,121$4.37M0.2%N/A0.097%
8/14/2026 Legal & General Group Plc25,837$2.25M0.0%N/A0.050%
8/14/2026 The Manufacturers Life Insurance Company19,665$1.71M0.0%N/A0.038%
8/14/2026 Cullen Capital Management LLC6,266$546K0.0%N/A0.012%
8/14/2026 Algert Global LLC60,260$5.25M0.1%+119.5%0.116%
8/12/2026 MFN Partners Management LP4,531,792$394.72M0.0%N/A8.728%
8/12/2026 Quantbot Technologies LP35,045$3.05M0.1%N/A0.067%
8/12/2026 Ieq Capital LLC8,413$733K0.0%N/A0.016%
8/11/2026 Donald Smith & CO. Inc.1,882,201$163.94M2.9%N/A3.625%
8/11/2026 Silvant Capital Management LLC385$34K0.0%N/A0.001%
8/11/2026 Vise Technologies Inc.3,591$313K0.0%N/A0.007%
8/10/2026 NewEdge Wealth LLC10,403$906K0.0%N/A0.020%
8/8/2026 K2 Principal Fund L.P.159,766$13.92M1.0%N/A0.308%
8/7/2026 BlackRock Inc.2,327,613$202.74M0.0%N/A4.483%
8/7/2026 Deutsche Bank AG31,370$2.73M0.0%N/A0.060%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.288$25K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp303,380$26.42M0.0%N/A0.584%
8/6/2026 State of Wyoming5,273$459K0.0%N/A0.010%
7/10/2026 Handelsbanken Fonder AB11,700$1.02M0.0%-19.3%0.023%
6/16/2026 Empowered Funds LLC2,662$233K0.0%N/A0.005%
5/19/2026 EMG Holdings L.P.65,727$5.75M1.4%+228.6%0.127%
5/19/2026 Bank of America Corp DE379,429$33.16M0.0%+173.9%0.731%
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5/19/2026Janus Henderson Group PLC267,868$23.42M0.0%+1,882.2%0.516%
5/19/2026 South Dakota Investment Council46,038$4.02M0.1%+25.7%0.089%
5/18/2026 California State Teachers Retirement System36,474$3.19M0.0%+24.4%0.070%
5/18/2026 Royal Bank of Canada789$69K0.0%-50.7%0.002%
5/18/2026 Rubric Capital Management LP54,727$4.78M0.1%N/A0.105%
5/18/2026 Empowered Funds LLC2,662$233K0.0%N/A0.005%
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%
2/17/2026 Jain Global LLC7,616$1.00M0.0%+116.6%0.015%
2/17/2026 EMG 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%
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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%
2/17/2026 California 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%


PFSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 244 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 215 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 14,371,595 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 4,590,306 shares in the last 24 months. This volume of shares sold represents approximately $598.61M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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