PennyMac Financial Services Ownership | Who Owns PennyMac Financial Services?
PennyMac Financial Services Ownership Summary
PennyMac Financial Services is owned by 60.20% institutional investors, 35.10% insiders, and 4.71% 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 2.58% of its assets in PennyMac Financial Services shares.
PFSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PennyMac Financial Services | 60.20% | 35.10% | 4.71% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Mortgage Stocks | 58.41% | 15.83% | 25.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 8.77% | $451.55M |
| T. rowe price investment management | 4.42M | 8.55% | $440.19M |
| Vanguard group | 2.89M | 5.64% | $294.84M |
| Blackrock | 2.20M | 4.35% | $208.15M |
| Blackrock funding, inc. /de | 2.24M | 4.34% | $223.44M |
| 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 |
| Jpmorgan chase | 808.14K | 1.58% | $82.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 9.66% | $451.55M |
| Conversant capital | 244.15K | 4.04% | $24.44M |
| Goldentree asset management lp | 294.20K | 2.83% | $29.25M |
| Basswood capital management | 570.21K | 2.61% | $56.82M |
| Senvest management | 417.33K | 1.39% | $41.58M |
| Advantage alpha capital partners lp | 34.02K | 0.91% | $3.39M |
| Palisade capital management, lp | 207.24K | 0.58% | $20.65M |
| Kinetic partners management, lp | 86.80K | 0.47% | $8.65M |
| Highvista strategies | 12.54K | 0.46% | $1.25M |
| Prescott group capital management | 36.02K | 0.42% | $3.59M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 372.07K | 0.01% | 372.07K |
| Goldentree asset management lp | 294.20K | 2.83% | 294.20K |
| Millennium management | 771.61K | 0.04% | 253.03K |
| Vanguard group | 2.89M | 0.01% | 199.67K |
| Balyasny asset management | 286.12K | 0.04% | 169.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Orbis allan gray | - | - | -926.77K |
| Senvest management | 417.33K | 1.39% | -467.60K |
| Goldman sachs group | 678.46K | 0.01% | -256.25K |
| Rubric capital management lp | - | - | -200.00K |
| Hbk investments l p | - | - | -200.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 372.07K | 0.01% | 372.07K | $38.00M |
| Goldentree asset management lp | 294.20K | 2.83% | 294.20K | $29.25M |
| Marshall wace, llp | 29.66K | 0.00% | 29.66K | $2.96M |
| Walleye capital | 24.83K | 0.01% | 24.83K | $2.47M |
| Xtx topco | 15.47K | 0.06% | 15.47K | $1.54M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Nelson, van denburg & campbell wealth management group | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 200 | -4.76% | 29,222,500 | 2.33% | 57 | 1.77% | 105 | 14.13% | 57 | -18.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 1.33M | 2.58% | -1.56K |
| Nomura High-Yield Corp Bd Open MF | 1.18M | 2.27% | 250.00K |
| T. Rowe Price Small-Cap Stock | 910.30K | 1.76% | -1.07K |
| 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 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 |
| Vanguard Small Cap Index | 689.53K | 1.33% | -4.72K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 05, 2025 | Perotti Daniel Stanley | Chief Financial Officer | Sell | $341.14K |
| Sep 02, 2025 | Perotti Daniel Stanley | Chief Financial Officer | Sell | $632.97K |
| Aug 25, 2025 | STARK DEREK | Chief Legal Officer | Sell | $520.41K |
| Aug 18, 2025 | SPECTOR DAVID | Chairman & CEO | Sell | $74.08K |
| Aug 18, 2025 | SPECTOR DAVID | Chairman & CEO | Sell | $454.55K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 19 |
| 2024 Q3 | - | 13 |
| 2024 Q2 | - | 8 |
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