PennyMac Financial Services Ownership | Who Owns PennyMac Financial Services?
PennyMac Financial Services Ownership Summary
PennyMac Financial Services is owned by 3.51% institutional investors, 35.21% insiders, and 61.27% retail investors. Mfn partners management, lp is the largest institutional shareholder, holding 8.85% of PFSI shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 2.71% of its assets in PennyMac Financial Services shares.
PFSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PennyMac Financial Services | 3.51% | 35.21% | 61.27% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Mortgage Stocks | 41.52% | 15.83% | 42.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 8.85% | $462.88M |
| T. rowe price investment management | 4.27M | 8.33% | $435.71M |
| Vanguard group | 2.89M | 5.64% | $294.84M |
| Blackrock funding, inc. /de | 2.28M | 4.46% | $233.17M |
| Blackrock | 2.20M | 4.35% | $208.15M |
| Dimensional fund advisors lp | 2.15M | 4.20% | $219.56M |
| Fmr | 1.31M | 2.55% | $133.38M |
| Invesco | 1.18M | 2.31% | $120.88M |
| State street | 998.03K | 1.96% | $101.94M |
| Senvest management | 988.16K | 1.93% | $100.93M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 9.12% | $462.88M |
| Conversant capital | 244.15K | 4.04% | $24.44M |
| Emg | 64.58K | 3.11% | $6.47M |
| Senvest management | 988.16K | 3.10% | $100.93M |
| Basswood capital management | 538.47K | 3.03% | $53.91M |
| Advantage alpha capital partners lp | 55.38K | 1.36% | $5.54M |
| Cannon global investment management | 4.80K | 1.06% | $490.27K |
| Kinetic partners management, lp | 127.80K | 0.86% | $13.05M |
| Palisade capital management, lp | 214.90K | 0.59% | $21.95M |
| Prescott group capital management | 36.02K | 0.50% | $3.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 372.07K | 0.01% | 372.07K |
| Millennium management | 771.61K | 0.04% | 253.03K |
| Vanguard group | 2.89M | 0.01% | 199.67K |
| Orbis allan gray | 169.29K | 0.09% | 169.29K |
| Boston partners | 497.08K | 0.06% | 166.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -301.30K |
| Goldman sachs group | 678.46K | 0.01% | -256.25K |
| T. rowe price investment management | 4.27M | 0.27% | -214.43K |
| Hbk investments l p | - | - | -200.00K |
| Rubric capital management lp | - | - | -200.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 372.07K | 0.01% | 372.07K | $38.00M |
| Orbis allan gray | 169.29K | 0.09% | 169.29K | $17.29M |
| Renaissance | 12.80K | 0.00% | 12.80K | $1.31M |
| Mml investors services | 3.96K | 0.00% | 3.96K | $375.00K |
| Seven eight capital, lp | 2.84K | 0.03% | 2.84K | $268.29K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Tfo-tdc | -2.00 |
| Advisornet financial | -3.00 |
| Corecap advisors | -3.00 |
| Claris advisors, llc / mo / | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 12 | -94.74% | 1,808,964 | -94.05% | 3 | 0.10% | 6 | -93.81% | 3 | -96.39% |
| Dec 31, 2024 | 113 | -49.78% | 15,030,595 | -50.31% | 29 | 0.84% | 58 | -49.12% | 31 | -46.55% |
| Sep 30, 2024 | 225 | 11.94% | 30,250,012 | 3.52% | 59 | 1.77% | 114 | 7.55% | 58 | 1.75% |
| Jun 30, 2024 | 200 | -4.76% | 29,222,500 | 2.33% | 57 | 1.77% | 105 | 14.13% | 57 | -18.57% |
| Mar 31, 2024 | 210 | -2.33% | 28,555,754 | -2.04% | 57 | 1.68% | 92 | -16.36% | 70 | 12.90% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 1.39M | 2.71% | -299.00 |
| Nomura High-Yield Corp Bd Open MF | 1.18M | 2.27% | 250.00K |
| Vanguard Total Stock Mkt Idx Inv | 912.62K | 1.77% | 31.85K |
| T. Rowe Price US Small-Cap Core Equity | 817.22K | 1.59% | -788.00 |
| T. Rowe Price Small-Cap Stock | 817.22K | 1.59% | -176.00 |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 815.34K | 1.59% | 34.26K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 815.34K | 1.58% | 34.26K |
| Nomura High-Yield Bd Open Mother | 800.00K | 1.56% | 125.00K |
| Vanguard US Total Market Shares ETF | 799.35K | 1.55% | 653.00 |
| Vanguard Small Cap Index | 710.05K | 1.37% | 3.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 11, 2025 | SPECTOR DAVID | Chairman & CEO | Sell | $265.70K |
| Jun 11, 2025 | SPECTOR DAVID | Chairman & CEO | Sell | $18.19K |
| Jun 11, 2025 | SPECTOR DAVID | Chairman & CEO | Sell | $207.54K |
| May 15, 2025 | Perotti Daniel Stanley | Chief Financial Officer | Sell | $947.71K |
| May 15, 2025 | Perotti Daniel Stanley | Chief Financial Officer | Sell | $96.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 19 |
| 2024 Q3 | - | 13 |
| 2024 Q2 | - | 8 |
PFSI Ownership FAQ
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