PennyMac Financial Services Ownership | Who Owns PennyMac Financial Services?
PennyMac Financial Services Ownership Summary
PennyMac Financial Services is owned by 62.37% institutional investors, 34.87% insiders, and 2.76% retail investors. Mfn partners management, lp is the largest institutional shareholder, holding 8.77% of PFSI shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 2.30% of its assets in PennyMac Financial Services shares.
PFSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PennyMac Financial Services | 62.37% | 34.87% | 2.76% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Mortgage Stocks | 33.74% | 16.28% | 49.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 8.77% | $561.40M |
| T. rowe price investment management | 3.74M | 7.24% | $463.57M |
| Vanguard group | 2.82M | 5.46% | $349.34M |
| Fmr | 2.47M | 4.79% | $306.35M |
| Blackrock | 2.20M | 4.35% | $208.15M |
| Blackrock funding, inc. /de | 2.17M | 4.20% | $268.97M |
| Dimensional fund advisors lp | 1.87M | 3.62% | $231.43M |
| Invesco | 1.46M | 2.83% | $181.25M |
| State street | 856.09K | 1.66% | $106.05M |
| Millennium management | 771.61K | 1.50% | $77.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 11.34% | $561.40M |
| 140 summer partners lp | 446.14K | 4.80% | $55.27M |
| Lightrock netherlands b.v. | 132.51K | 3.65% | $13.97M |
| Goldentree asset management lp | 296.44K | 3.60% | $36.65M |
| Philadelphia financial management of san francisco | 227.77K | 3.16% | $28.22M |
| Basswood capital management | 578.54K | 2.94% | $71.67M |
| Emg | 52.13K | 2.43% | $6.46M |
| Senvest management | 417.33K | 1.66% | $51.70M |
| Senator investment group lp | 255.36K | 1.17% | $31.63M |
| Advantage alpha capital partners lp | 28.36K | 1.06% | $3.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 2.47M | 0.02% | 1.05M |
| Price t rowe associates inc /md/ | 691.24K | 0.01% | 536.83K |
| 140 summer partners lp | 446.14K | 4.80% | 446.14K |
| Norges bank | 372.07K | 0.01% | 372.07K |
| Two sigma investments, lp | 310.92K | 0.06% | 286.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Orbis allan gray | - | - | -926.77K |
| T. rowe price investment management | 3.74M | 0.28% | -675.72K |
| Conversant capital | - | - | -266.00K |
| Rubric capital management lp | - | - | -200.00K |
| Hbk investments l p | - | - | -200.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 140 summer partners lp | 446.14K | 4.80% | 446.14K | $55.27M |
| Norges bank | 372.07K | 0.01% | 372.07K | $38.00M |
| Senator investment group lp | 255.36K | 1.17% | 255.36K | $31.63M |
| Atom investors lp | 51.82K | 0.49% | 51.82K | $6.42M |
| Fj capital management | 51.56K | 0.68% | 51.56K | $6.39M |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -1.00 |
| Stephens consulting | -1.00 |
| Tfo-tdc | -2.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Advisornet financial | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 239 | 4.82% | 32,224,907 | 8.98% | 62 | 1.90% | 119 | -5.56% | 69 | 11.29% |
| Jun 30, 2025 | 239 | 7.17% | 31,101,594 | -0.51% | 60 | 1.63% | 128 | 26.73% | 66 | -10.81% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 1.19M | 2.30% | -145.98K |
| Nomura High-Yield Corp Bd Open MF | 1.18M | 2.27% | 250.00K |
| T. Rowe Price US Small-Cap Core Equity | 910.30K | 1.76% | 93.08K |
| Vanguard Total Stock Mkt Idx Inv | 898.81K | 1.74% | -19.09K |
| T. Rowe Price Small-Cap Stock | 821.74K | 1.59% | -88.56K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 815.34K | 1.59% | 34.26K |
| Nomura High-Yield Bd Open Mother | 800.00K | 1.56% | 125.00K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 803.40K | 1.56% | -11.94K |
| Vanguard US Total Market Shares ETF | 799.35K | 1.55% | 653.00 |
| iShares Russell 2000 ETF | 704.65K | 1.36% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2025 | Jones Doug | Director, President & CMBO | Sell | $981.80K |
| Nov 25, 2025 | Jones Doug | Director, President & CMBO | Sell | $1.67M |
| Nov 17, 2025 | Perotti Daniel Stanley | Chief Financial Officer | Sell | $447.60K |
| Nov 17, 2025 | Perotti Daniel Stanley | Chief Financial Officer | Sell | $663.91K |
| Nov 12, 2025 | SPECTOR DAVID | Chairman & CEO | Sell | $620.87K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 19 |
| 2024 Q3 | - | 13 |
| 2024 Q2 | - | 8 |
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