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PennyMac Financial Services (PFSI) Institutional Ownership

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$96.64 -0.72 (-0.74%)
As of 02:15 PM Eastern

Institutional Ownership Changes (13F Filings) for PennyMac Financial Services (NYSE:PFSI)

Current
Institutional Ownership
Percentage
57.87%
Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$371.27M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$229.44M
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PFSI Institutional Buying and Selling by Quarter

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PennyMac Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025 Contravisory Investment Management Inc.989$99K0.0%-64.4%0.002%
4/8/2025 Rhumbline Advisers42,208$4.23M0.0%+1.6%0.082%
4/7/2025 GAMMA Investing LLC11,713$1.17M0.0%+12,101.0%0.023%
3/18/2025California State Teachers Retirement System28,431$2.90M0.0%-28.5%0.055%
2/18/2025Vise Technologies Inc.4,597$470K0.0%-20.7%0.009%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC94,448$9.65M0.0%-1.9%0.184%
2/17/2025Tidal Investments LLC14,376$1.47M0.0%-4.7%0.028%
2/17/2025State of Wyoming5,980$611K0.1%-13.9%0.012%
2/17/2025ProShare Advisors LLC7,530$769K0.0%+49.0%0.015%
2/17/2025Nuveen Asset Management LLC105,969$10.82M0.0%-9.4%0.207%
2/17/2025Millennium Management LLC518,574$52.97M0.0%+104.5%1.012%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,217$1.55M0.0%+4.1%0.030%
2/17/2025Interval Partners LP39,320$4.02M0.1%+379.7%0.077%
2/17/2025Jacobs Levy Equity Management Inc.34,324$3.51M0.0%-9.3%0.067%
2/17/2025Janus Henderson Group PLC15,114$1.54M0.0%-22.5%0.029%
2/17/2025Deutsche Bank AG24,624$2.52M0.0%-29.9%0.048%
2/17/2025Conversant Capital LLC195,150$19.93M2.8%-2.4%0.381%
2/17/2025Crestline Management LP9,533$974K0.0%N/A0.019%
2/17/2025Bosun Asset Management LLC6,126$626K0.3%-33.4%0.012%
2/17/2025Bank of America Corp DE17,787$1.82M0.0%-80.8%0.035%
2/17/2025Basswood Capital Management L.L.C.456,874$46.67M2.7%-0.3%0.891%
2/17/2025BNP Paribas Financial Markets3,345$342K0.0%-81.9%0.007%
2/17/2025Ameriprise Financial Inc.178,883$18.27M0.0%+0.4%0.349%
2/17/2025Alyeska Investment Group L.P.98,162$10.03M0.0%-70.2%0.191%
2/17/2025Aristeia Capital L.L.C.3,432$351K0.0%N/A0.007%
2/14/2025Mercer Global Advisors Inc. ADV13,743$1.40M0.0%-23.9%0.027%
2/14/2025Northern Trust Corp287,740$29.39M0.0%-22.7%0.561%
2/14/2025The Manufacturers Life Insurance Company 18,092$1.85M0.0%-1.2%0.035%
2/14/2025Public Employees Retirement Association of Colorado4,173$426K0.0%-56.3%0.008%
2/14/2025Aquatic Capital Management LLC698$71K0.0%N/A0.001%
2/14/2025Voya Investment Management LLC7,935$810K0.0%-7.7%0.015%
2/14/2025T. Rowe Price Investment Management Inc.4,265,764$435.71M0.3%-4.8%8.322%
2/14/2025Price T Rowe Associates Inc. MD134,435$13.73M0.0%+11.8%0.262%
2/14/2025Dark Forest Capital Management LP14,381$1.47M0.2%-26.9%0.028%
2/14/2025Hsbc Holdings PLC5,486$559K0.0%-2.9%0.011%
2/14/2025TD Waterhouse Canada Inc.379$39K0.0%N/A0.001%
2/14/2025Tower Research Capital LLC TRC 4,655$475K0.0%-16.1%0.009%
2/14/2025MetLife Investment Management LLC16,058$1.64M0.0%+4.1%0.031%
2/14/2025Natixis4,600$470K0.0%N/A0.009%
2/14/2025First Trust Advisors LP8,378$856K0.0%-7.1%0.016%
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2/14/2025Dimensional Fund Advisors LP2,149,585$219.56M0.1%-4.5%4.193%
2/14/2025Epoch Investment Partners Inc.128,876$13.16M0.1%-0.8%0.251%
2/13/2025CANADA LIFE ASSURANCE Co16,479$1.68M0.0%-3.5%0.032%
2/13/2025Jump Financial LLC3,000$306K0.0%N/A0.006%
2/13/2025Senvest Management LLC988,162$100.93M3.1%-0.1%1.928%
2/13/2025Mariner LLC6,026$615K0.0%+120.1%0.012%
2/13/2025Barclays PLC47,883$4.89M0.0%-20.4%0.093%
2/13/2025Summit Investment Advisors Inc.2,797$286K0.3%+5.8%0.005%
2/13/2025Sterling Capital Management LLC400$41K0.0%+601.8%0.001%
2/13/2025Greenland Capital Management LP4,000$409K0.1%-21.9%0.008%
2/13/2025Renaissance Technologies LLC12,800$1.31M0.0%N/A0.025%
2/13/2025Legal & General Group Plc33,716$3.45M0.0%-30.0%0.066%
2/13/2025Invesco Ltd.1,183,458$120.88M0.0%+0.3%2.309%
2/13/2025Polymer Capital Management US LLC2,123$217K0.1%N/A0.004%
2/13/2025FMR LLC1,305,851$133.38M0.0%+11.9%2.548%
2/13/2025Federated Hermes Inc.11,792$1.20M0.0%-57.6%0.023%
2/13/2025Russell Investments Group Ltd.14,313$1.46M0.0%-7.7%0.028%
2/13/2025Cullen Capital Management LLC8,049$822K0.0%+19.7%0.016%
2/13/2025Wells Fargo & Company MN26,165$2.67M0.0%-7.2%0.051%
2/12/2025Cynosure Group LLC5,719$584K0.1%-11.4%0.011%
2/12/2025Bryce Point Capital LLC15,165$1.55M0.4%N/A0.030%
2/12/2025Massachusetts Financial Services Co. MA320,250$32.71M0.0%+48.1%0.625%
2/12/2025Geode Capital Management LLC658,559$67.28M0.0%+1.7%1.285%
2/12/2025Franklin Resources Inc.21,935$2.24M0.0%+102.0%0.043%
2/12/2025Alliancebernstein L.P.91,043$9.30M0.0%-3.7%0.178%
2/12/2025Brandywine Global Investment Management LLC120,940$12.35M0.1%-4.4%0.236%
2/12/2025CIBC Private Wealth Group LLC953$95K0.0%-50.3%0.002%
2/12/2025Arrowstreet Capital Limited Partnership27,181$2.78M0.0%-73.6%0.053%
2/12/2025Pictet Asset Management Holding SA4,924$503K0.0%-8.6%0.010%
2/12/2025Norges Bank372,074$38.00M0.0%N/A0.726%
2/12/2025JPMorgan Chase & Co.808,138$82.54M0.0%-15.4%1.577%
2/11/2025Prudential Financial Inc.1,999$205K0.0%-15.7%0.004%
2/11/2025Corebridge Financial Inc.13,293$1.36M0.0%-7.0%0.026%
2/11/2025Advantage Alpha Capital Partners LP43,848$4.48M1.1%-16.3%0.086%
2/11/2025Cannon Global Investment Management LLC4,800$490K1.1%+100.0%0.009%
2/11/2025Vanguard Group Inc.2,886,580$294.84M0.0%+7.4%5.631%
2/11/2025KLP Kapitalforvaltning AS6,400$654K0.0%N/A0.012%
2/11/2025Sei Investments Co.18,379$1.88M0.0%+5.7%0.036%
2/11/2025American Century Companies Inc.353,631$36.12M0.0%+3.4%0.690%
2/11/2025Quantbot Technologies LP4,057$414K0.0%+167.6%0.008%
2/11/2025Teacher Retirement System of Texas5,074$518K0.0%N/A0.010%
2/11/2025Boston Partners497,080$51.31M0.1%+50.1%0.970%
2/10/2025Cibc World Markets Corp2,501$255K0.0%N/A0.005%
2/10/2025Picton Mahoney Asset Management700$71K0.0%-99.3%0.001%
2/10/2025Swiss National Bank60,400$6.17M0.0%-28.5%0.118%
2/7/2025HighTower Advisors LLC4,133$422K0.0%-32.4%0.008%
2/7/2025Zurcher Kantonalbank Zurich Cantonalbank8,172$835K0.0%-14.5%0.016%
2/7/2025AlphaQuest LLC2,477$253K0.0%-24.8%0.005%
2/7/2025Edgestream Partners L.P.39,078$3.99M0.2%+73.0%0.076%
2/6/2025Inceptionr LLC6,705$685K0.2%N/A0.013%
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2/6/2025Arizona State Retirement System8,914$910K0.0%-28.5%0.017%
2/6/2025Victory Capital Management Inc.25,184$2.57M0.0%-15.3%0.049%
2/6/2025Charles Schwab Investment Management Inc.453,810$46.35M0.0%+1.4%0.885%
2/5/2025Parkside Financial Bank & Trust1,100$112K0.0%+54.7%0.002%
2/5/2025QRG Capital Management Inc.16,182$1.65M0.0%-10.1%0.032%
2/4/2025MorganRosel Wealth Management LLC11,728$1.20M0.4%+60.4%0.023%
2/4/2025Bank of New York Mellon Corp198,897$20.32M0.0%+22.7%0.388%
2/3/2025Handelsbanken Fonder AB7,900$807K0.0%-6.0%0.015%
1/31/2025New York State Common Retirement Fund71,065$7.26M0.0%+6.1%0.139%
1/31/2025Principal Financial Group Inc.114,532$11.70M0.0%-16.1%0.223%
(Data available from 1/1/2016 forward)

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PFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFSI shares?

During the previous two years, 186 institutional investors and hedge funds held shares of PennyMac Financial Services. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($435.71M), Vanguard Group Inc. ($294.84M), Dimensional Fund Advisors LP ($219.56M), FMR LLC ($133.38M), Invesco Ltd. ($120.88M), State Street Corp ($103.91M), and Senvest Management LLC ($100.93M).Learn more on PFSI's institutional investors.

What percentage of PennyMac Financial Services stock is owned by institutional investors?

57.87% of PennyMac Financial Services stock is owned by institutional investors. Learn more on PFSI's institutional investor holdings.

Which institutional investors have been buying PennyMac Financial Services stock?

Of the 139 institutional investors that purchased PennyMac Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($954.24K), Norges Bank ($725.79K), Dimensional Fund Advisors LP ($628.00K), Boston Partners ($485.62K), Massachusetts Financial Services Co. MA ($320.25K), Millennium Management LLC ($264.96K), and Jacobs Levy Equity Management Inc. ($260.08K).

How much institutional buying is happening at PennyMac Financial Services?

Institutional investors have bought a total of 6,774,615 shares in the last 24 months. This purchase volume represents approximately $604.99M in transactions.

Which PennyMac Financial Services major shareholders have been selling company stock?

Of the 109 institutional investors that sold PennyMac Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Senvest Management LLC ($1.83M), Envestnet Asset Management Inc. ($699.35K), Epoch Investment Partners Inc. ($577.48K), Dimensional Fund Advisors LP ($343.11K), Alyeska Investment Group L.P. ($231.16K), T. Rowe Price Investment Management Inc. ($214.43K), and Basswood Capital Management L.L.C. ($150.73K).

How much institutional selling is happening at PennyMac Financial Services?

Institutional investors have sold a total of 5,709,371 shares in the last 24 months. This volume of shares sold represents approximately $499.49M in transactions.



This page (NYSE:PFSI) was last updated on 4/15/2025 by MarketBeat.com Staff
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