PennyMac Financial Services Ownership | Who Owns PennyMac Financial Services?
PennyMac Financial Services Ownership Summary
PennyMac Financial Services is owned by 13.36% institutional investors, 34.62% insiders, and 52.02% retail investors. Mfn partners management, lp is the largest institutional shareholder, holding 8.76% of PFSI shares. Nomura High-Yield Bd Open Mother is the top mutual fund, with 3.93% of its assets in PennyMac Financial Services shares.
PFSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PennyMac Financial Services | 13.36% | 34.62% | 52.02% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Mortgage Stocks | 35.88% | 14.30% | 49.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 8.76% | $396.08M |
| T. rowe price investment management | 3.60M | 6.96% | $314.71M |
| Vanguard group | 2.83M | 5.48% | $373.47M |
| Millennium management | 2.39M | 4.61% | $208.52M |
| Blackrock | 2.20M | 4.35% | $208.15M |
| Blackrock funding, inc. /de | 2.20M | 4.26% | $192.60M |
| Dimensional fund advisors lp | 1.92M | 3.70% | $167.47M |
| Donald smith | 1.37M | 2.65% | $119.93M |
| Citadel advisors | 1.16M | 2.24% | $101.22M |
| State street | 857.15K | 1.66% | $74.92M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 8.30% | $396.08M |
| Lightrock netherlands b.v. | 152.21K | 2.84% | $13.30M |
| Emg | 52.13K | 2.43% | $6.46M |
| Donald smith | 1.37M | 2.16% | $119.93M |
| Canyon capital advisors | 187.50K | 2.12% | $16.39M |
| Basswood capital management | 461.35K | 1.90% | $40.32M |
| Helix partners management lp | 79.00K | 1.85% | $6.90M |
| Bluecrest capital management | 351.10K | 1.81% | $30.69M |
| Philadelphia financial management of san francisco | 69.37K | 1.75% | $6.06M |
| Kinetic partners management, lp | 308.80K | 1.51% | $26.99M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 2.39M | 0.09% | 2.33M |
| Donald smith | 1.37M | 2.16% | 1.37M |
| Citadel advisors | 1.16M | 0.02% | 732.86K |
| Bluecrest capital management | 351.10K | 1.81% | 351.10K |
| Norges bank | 335.91K | 0.00% | 335.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 749.34K | 0.00% | -1.48M |
| Orbis allan gray | - | - | -926.77K |
| Invesco | 849.11K | 0.01% | -720.07K |
| 140 summer partners lp | - | - | -669.89K |
| Price t rowe associates inc /md/ | 38.74K | 0.00% | -632.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Donald smith | 1.37M | 2.16% | 1.37M | $119.93M |
| Bluecrest capital management | 351.10K | 1.81% | 351.10K | $30.69M |
| Norges bank | 335.91K | 0.00% | 335.91K | $44.29M |
| Wellington management group llp | 272.27K | 0.00% | 272.27K | $23.80M |
| Vanguard fiduciary trust | 188.29K | 0.00% | 188.29K | $16.46M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Stephens consulting | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Tfo-tdc | -2.00 |
| Advisornet financial | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 96 | -65.22% | 6,911,537 | -78.04% | 13 | 0.36% | 47 | -65.94% | 28 | -67.44% |
| Dec 31, 2025 | 173 | -30.80% | 17,845,360 | -44.68% | 34 | 0.89% | 83 | -34.13% | 49 | -30.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Nomura High-Yield Bd Open Mother | 2.05M | 3.93% | 1.25M |
| Donald Smith & Co. All Eq Accounts Comp | 1.36M | 2.63% | 1.36M |
| Nomura High-Yield Corp Bd Open MF | 1.18M | 2.27% | 250.00K |
| T. Rowe Price Small-Cap Value | 945.56K | 1.81% | - |
| Vanguard Total Stock Mkt Idx Inv | 919.35K | 1.77% | 2.90K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 815.34K | 1.59% | 34.26K |
| T. Rowe Price US Small-Cap Core Equity | 816.82K | 1.57% | -1.24K |
| T. Rowe Price Small-Cap Stock | 816.82K | 1.57% | - |
| Vanguard US Total Market Shares ETF | 799.35K | 1.55% | 653.00 |
| iShares Russell 2000 ETF | 687.30K | 1.32% | 5.78K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 15, 2026 | Perotti Daniel Stanley | Chief Financial Officer | Sell | $255.94K |
| May 12, 2026 | SPECTOR DAVID | Chairman & CEO | Sell | $362.29K |
| May 12, 2026 | SPECTOR DAVID | Chairman & CEO | Sell | $240.83K |
| May 12, 2026 | SPECTOR DAVID | Chairman & CEO | Sell | $276.73K |
| Apr 14, 2026 | SPECTOR DAVID | Chairman & CEO | Sell | $38.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2027 Q1 | - | - |
| 2026 Q1 | 1 | 18 |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 19 |
| 2024 Q3 | - | 13 |
PFSI Ownership FAQ
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