PennyMac Financial Services, Inc. (PFSI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

53,879,000Shares Outstanding

32,140,933Shares held by institutions

$2,827,116,467Value of institutional holdings

59.65%Institutional ownership %

-0.38%Shares Changed QoQ

255No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

PennyMac Financial Services, Inc. (NYSE:PFSI) has 255 institutional investors with active 13F positions as of 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.
Among the 255 funds, 141 bought more PennyMac Financial Services shares, 77 sold down, and 37 held their ground.
Altogether, these fund groups held 31.58Mn shares in PFSI by December 2025, down by 564.75K shares quarter on quarter, and up 883.31K shares year over year.
As of December 31, 2025, SG Americas Securities, LLC held the largest stake in PennyMac Financial Services with 10.83K shares, accounting for 0.02% of total shares outstanding.
The biggest buyers of PennyMac Financial Services for the quarter ending December 2025 included SG Americas Securities, LLC (3.23K), Cooper Financial Group (3.1K), Pictet Asset Management Holding SA (329), Versant Capital Management, Inc (51), Fortitude Family Office, LLC (19).
Leading sellers of PennyMac Financial Services shares for the quarter ending December 2025 were Sterling Capital Management LLC (718), GAMMA Investing LLC (200), SIGNATUREFD, LLC (104), Root Financial Partners, LLC (58), Bell Investment Advisors, Inc (6).
Per Business Quant data, the top 10 holders of PennyMac Financial Services for the quarter ending December 2025 are SG Americas Securities, LLC (10.83K), Vise Technologies, Inc. (5.56K), Pictet Asset Management Holding SA (5.52K), Cooper Financial Group (3.1K), Sterling Capital Management LLC (969), Versant Capital Management, Inc (297), Root Financial Partners, LLC (171), SIGNATUREFD, LLC (162), GAMMA Investing LLC (88), JFS WEALTH ADVISORS, LLC (48).

255 Institutional Holders

32,140,933 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
MFN Partners Management, LP	31 Dec, 2025	4,531,792	0	0.00%	$597,471,457.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	4,348,054	605,964	16.19%	$573,249.00
VANGUARD GROUP INC	31 Dec, 2025	2,832,737	12,782	0.45%	$373,468,046.00
FMR LLC	31 Dec, 2025	2,226,631	-246,332	-9.96%	$293,558,983.00
BlackRock, Inc.	31 Dec, 2025	2,212,703	41,456	1.91%	$291,722,811.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,789,369	-78,804	-4.22%	$235,915,504.00
Invesco Ltd.	31 Dec, 2025	1,569,184	106,088	7.25%	$206,881,219.00
Goldman Sachs Group Inc	31 Dec, 2025	1,127,834	421,309	59.63%	$148,693,650.00
State Street Corp	31 Dec, 2025	814,156	-41,935	-4.90%	$107,338,327.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	692,304	-3,205	-0.46%	$91,287,289.00
140 Summer Partners LP	31 Dec, 2025	669,892	223,752	50.15%	$88,318,561.00
Jpmorgan Chase & Co	31 Dec, 2025	598,527	-697,229	-53.81%	$78,909,799.00
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	31 Dec, 2025	550,927	-27,617	-4.77%	$72,634,216.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	441,401	-8,198	-1.82%	$58,194,308.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	426,982	-2,421	-0.56%	$56,293,531.00
CITADEL ADVISORS LLC	31 Dec, 2025	425,284	-256,918	-37.66%	$56,069,442.00
Senvest Management, LLC	31 Dec, 2025	417,333	0	0.00%	$55,021,183.00
Ameriprise Financial Inc	31 Dec, 2025	346,771	-22,525	-6.10%	$45,718,288.00
NORGES BANK	31 Dec, 2025	335,911	335,911	0.00%	$44,286,506.00
Boston Partners	31 Dec, 2025	323,824	-111,164	-25.56%	$43,424,681.00

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