PennyMac Financial Services, Inc. (PFSI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

4,693,025Shares held by institutions

$398,414,357Value of institutional holdings

58.53%Institutional ownership %

-1.20%Shares Changed QoQ

216No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

PennyMac Financial Services, Inc. (NYSE:PFSI) is held by 255 institutional investors per 13F filings through December 2025.

These investors held 58.6% of outstanding shares in December 2025, down from 61.5% in September 2025.
They decreased total shares held in PennyMac Financial Services by -1.76% from the prior quarter, while the number of investors in PFSI increased 25.0% year over year.
Activity in PFSI broke down as 141 buyers, 77 sellers, and 37 unchanged among 255 total holders.
In total, institutional investors held 31.58Mn shares in PennyMac Financial Services as of December 2025, down by 564.75K shares quarter on quarter, and up 883.31K shares year over year.
As of December 31, 2025, the biggest holder of PennyMac Financial Services is MFN Partners Management, LP at 4.53Mn shares, representing 8.41% of shares outstanding.
Top purchasers of PFSI stock for the quarter ending December 2025 included T. Rowe Price Investment Management, Inc. (605.96K), NORGES BANK (335.91K), 140 Summer Partners LP (223.75K), Qube Research & Technologies Ltd (137.63K), Invesco Ltd. (106.09K).
Leading sellers of PennyMac Financial Services shares for the quarter ending December 2025 were Jpmorgan Chase & Co (697.23K), CITADEL ADVISORS LLC (256.92K), FMR LLC (246.33K), Holocene Advisors, LP (243.21K), Bank Of America Corp /De/ (234.12K).
PennyMac Financial Services's 10 largest shareholders as of December 2025 include MFN Partners Management, LP (4.53Mn), T. Rowe Price Investment Management, Inc. (4.35Mn), VANGUARD GROUP INC (2.83Mn), FMR LLC (2.23Mn), BlackRock, Inc. (2.21Mn), DIMENSIONAL FUND ADVISORS LP (1.79Mn), Invesco Ltd. (1.57Mn), State Street Corp (814.16K), GEODE CAPITAL MANAGEMENT, LLC (692.3K), 140 Summer Partners LP (669.89K) per Business Quant data.

255 Institutional Holders

4,693,025 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	41,456	1.91%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	12,782	0.45%	$0.00
MFN Partners Management, LP	31 Dec, 2025	0	0.00%	$0.00
Barclays Plc	31 Dec, 2025	-57,743	-46.69%	$0.00
FMR LLC	31 Dec, 2025	-246,332	-9.96%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	605,964	16.19%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	1,615	79.91%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-78,804	-4.22%	$0.00
140 Summer Partners LP	31 Dec, 2025	223,752	50.15%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	368	0.00%	$0.00
Invesco Ltd.	31 Dec, 2025	106,088	7.25%	$0.00
Limestone Investment Advisors LP	31 Dec, 2025	0	0.00%	$0.00
State Street Corp	31 Dec, 2025	-41,935	-4.90%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	137,633	229.51%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	-3,205	-0.46%	$0.00
Nuveen, LLC	31 Dec, 2025	-10,970	-6.80%	$0.00
Jpmorgan Chase & Co	31 Dec, 2025	-697,229	-53.81%	$0.00
Kinetic Partners Management, LP	31 Dec, 2025	37,900	43.07%	$0.00
Goldman Sachs Group Inc	31 Dec, 2025	-142,608	-20.18%	$0.00
Lightrock Netherlands B.V.	31 Dec, 2025	-8,200	-6.19%	$0.00

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