PennyMac Financial Services Ownership | Who Owns PennyMac Financial Services?
PennyMac Financial Services Ownership Summary
PennyMac Financial Services is owned by 65.35% institutional investors, 34.56% insiders, and 0.09% retail investors. Mfn partners management, lp is the largest institutional shareholder, holding 8.69% 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 | 65.35% | 34.56% | 0.09% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Mortgage Stocks | 43.89% | 16.20% | 39.91% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 8.69% | $394.72M |
| T. rowe price investment management | 3.92M | 7.52% | $341.60M |
| Vanguard group | 2.83M | 5.48% | $373.47M |
| Blackrock funding, inc. /de | 2.33M | 4.46% | $202.74M |
| Blackrock | 2.20M | 4.35% | $208.15M |
| Dimensional fund advisors lp | 2.13M | 4.09% | $185.57M |
| Donald smith | 1.88M | 3.61% | $163.94M |
| Rubric capital management lp | 1.70M | 3.26% | $148.07M |
| Vanguard capital management | 1.29M | 2.48% | $112.70M |
| Invesco | 1.01M | 1.93% | $87.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 8.17% | $394.72M |
| Inherent management | 120.00K | 4.06% | $10.45M |
| Symmetry investments lp | 496.74K | 2.93% | $43.27M |
| Donald smith | 1.88M | 2.90% | $163.94M |
| Lightrock netherlands b.v. | 152.71K | 2.63% | $13.30M |
| Rubric capital management lp | 1.70M | 1.36% | $148.07M |
| Bluecrest capital management | 396.10K | 1.14% | $34.50M |
| Advantage alpha capital partners lp | 28.36K | 1.06% | $3.51M |
| Senvest management | 401.76K | 1.03% | $34.99M |
| K2 principal fund | 159.77K | 1.02% | $13.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rubric capital management lp | 1.70M | 1.36% | 1.65M |
| Donald smith | 1.88M | 2.90% | 510.00K |
| Sixth street partners management company | 482.44K | 0.01% | 482.44K |
| Symmetry investments lp | 496.74K | 2.93% | 373.25K |
| T. rowe price investment management | 3.92M | 0.22% | 321.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 449.16K | 0.01% | -1.94M |
| Citadel advisors | 48.90K | 0.00% | -1.11M |
| Orbis allan gray | - | - | -926.77K |
| 140 summer partners lp | - | - | -669.89K |
| Boston partners | - | - | -362.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 482.44K | 0.01% | 482.44K | $42.02M |
| Inherent management | 120.00K | 4.06% | 120.00K | $10.45M |
| D. e. shaw | 72.72K | 0.00% | 72.72K | $6.33M |
| Atom investors lp | 51.82K | 0.49% | 51.82K | $6.42M |
| Norges bank | 42.41K | 0.00% | 42.41K | $3.69M |
Sold Out
| Holder | Change |
|---|---|
| Curio wealth | -1.00 |
| Stephens consulting | -1.00 |
| Dunhill financial | -1.00 |
| Vermillion wealth management | -1.00 |
| Tfo-tdc | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 249 | -0.40% | 34,065,839 | 1.35% | 65 | 1.55% | 131 | -3.68% | 69 | -9.21% |
| 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% |
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 | 1.87M | 3.59% | 501.57K |
| Nomura High-Yield Corp Bd Open MF | 1.18M | 2.27% | 250.00K |
| T. Rowe Price Small-Cap Value | 1.10M | 2.12% | 153.49K |
| Vanguard MStar Total Stk Mkt Idx Invest | 914.63K | 1.76% | 4.25K |
| Vanguard Morn Total Stk Mkt Idx Investor | 910.39K | 1.75% | -10.57K |
| Vanguard Total Stock Mkt Idx Inv | 910.39K | 1.75% | -10.57K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 815.34K | 1.59% | 34.26K |
| T. Rowe Price US Small-Cap Core Equity | 815.93K | 1.57% | -885.00 |
| T. Rowe Price Small-Cap Stock | 815.93K | 1.57% | -304.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 01, 2026 | Hendry Gregory L | MD, Chief Accounting Officer | Sell | $189.16K |
| Jun 22, 2026 | Hendry Gregory L | MD, Chief Accounting Officer | Sell | $240.47K |
| May 15, 2026 | Perotti Daniel Stanley | Chief Financial Officer | Sell | $255.94K |
| May 12, 2026 | SPECTOR DAVID | Chairman & CEO | Sell | $276.73K |
| May 12, 2026 | SPECTOR DAVID | Chairman & CEO | Sell | $240.83K |
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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