PennyMac Financial Services, Inc. (PFSI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

59,045,238Shares Outstanding

603,800Shares held by institutions

$56,684,744Value of institutional holdings

54.13%Institutional ownership %

10.45%Shares Changed QoQ

187No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for PennyMac Financial Services, Inc. (NYSE:PFSI) includes 249 filers as of the latest reporting cycle ending December 2025.

These investors collectively held 49.7% of the company's total shares outstanding in December 2025, down from 60.4% in September 2025.
Quarterly data indicates a -10.89% shift in institutional share volume, and the annual owner count reflects an increase of 21.46%.
During the quarter, 135 institutions bought more PennyMac Financial Services shares, 76 sold shares, and 38 of the 249 total investors held their position steady.
The total number of shares held by institutions in PennyMac Financial Services decreased to 26.78Mn as of December 2025, a net change of down by 3.27Mn shares quarter on quarter, and down 4.38Mn shares year over year.
With 4.53Mn shares, MFN Partners Management, LP commands the largest institutional position in PennyMac Financial Services as of December 31, 2025, equating to 8.41% of the company.
Among the most significant buyers of PennyMac Financial Services during December 2025 were NORGES BANK (335.91K), 140 Summer Partners LP (223.75K), Qube Research & Technologies Ltd (137.63K), Flat Footed LLC (130.00K), JANE STREET GROUP, LLC (123.06K).
Leading sellers of PennyMac Financial Services stock in December 2025 included T. Rowe Price Investment Management, Inc. (3.00Mn), CITADEL ADVISORS LLC (256.92K), FMR LLC (246.33K), Holocene Advisors, LP (243.21K), Philadelphia Financial Management of San Francisco, LLC (183.99K).
The top 10 institutional holders of PennyMac Financial Services for the quarter ending December 2025 included MFN Partners Management, LP (4.53Mn), VANGUARD GROUP INC (2.83Mn), FMR LLC (2.23Mn), BlackRock, Inc. (2.21Mn), DIMENSIONAL FUND ADVISORS LP (1.79Mn), STATE STREET CORP (814.16K), T. Rowe Price Investment Management, Inc. (744.49K), GEODE CAPITAL MANAGEMENT, LLC (692.30K), 140 Summer Partners LP (669.89K), JPMORGAN CHASE & CO (598.53K).

249 Institutional Holders

603,800 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
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
STATE STREET CORP	31 Dec, 2025	814,156	-41,935	-4.90%	$107,338,327.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	744,487	-2,997,603	-80.11%	$98,154.00
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	-49,351	-7.62%	$78,909,799.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	570,917	-159,608	-21.85%	$75,269,705.00
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
Senator Investment Group LP	31 Dec, 2025	287,093	31,737	12.43%	$37,850,341.00

1 - 20 of 249

Research Tools