PennyMac Financial Services, Inc. (PFSI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

53,879,000Shares Outstanding

32,140,933Shares held by institutions

$2,913,254,167Value 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 that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 58.6% of PennyMac Financial Services's outstanding shares in December 2025, down from 61.5% in September 2025.
They decreased total shares held in PFSI by -1.76% quarter over quarter, and investors in PennyMac Financial Services increased 25.0% from a year ago.
Activity in PFSI broke down as 141 buyers, 77 sellers, and 37 unchanged among 255 total holders.
Combined, these investors held 31.58Mn shares in PFSI for 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.
Leading buyers of PennyMac Financial Services shares for the quarter ending December 2025 were T. Rowe Price Investment Management, Inc. (605.96K), Goldman Sachs Group Inc (421.31K), NORGES BANK (335.91K), 140 Summer Partners LP (223.75K), Qube Research & Technologies Ltd (137.63K).
Top sellers of PFSI stock for the quarter ending December 2025 included 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).
Per Business Quant data, the top 10 holders of PennyMac Financial Services for the quarter ending December 2025 are 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), Goldman Sachs Group Inc (1.13Mn), State Street Corp (814.16K), GEODE CAPITAL MANAGEMENT, LLC (692.3K).

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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