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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$108.89 +1.27 (+1.18%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for PennyMac Financial Services (NYSE:PFSI)

Current
Institutional Ownership
Percentage
57.87%
Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$295.16M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$251.82M
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PFSI Institutional Buying and Selling by Quarter

PennyMac Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC3,269$334K0.0%-72.6%0.006%
1/17/2025 Dakota Wealth Management14,578$1.49M0.0%+2.6%0.028%
1/14/2025 Assenagon Asset Management S.A.27,206$2.78M0.0%+27.3%0.053%
12/26/2024JPMorgan Chase & Co.954,713$108.81M0.0%+2.3%1.863%
12/19/2024Principal Financial Group Inc.136,578$15.57M0.0%-10.6%0.266%
11/27/2024Franklin Resources Inc.10,861$1.18M0.0%-2.3%0.021%
11/25/2024Tidal Investments LLC15,086$1.72M0.0%+115.3%0.029%
11/19/2024Hohimer Wealth Management LLC2,073$236K0.1%N/A0.004%
11/16/2024Geode Capital Management LLC647,764$73.84M0.0%+3.1%1.264%
11/15/2024Barclays PLC60,179$6.86M0.0%+505.4%0.117%
11/15/2024XTX Topco Ltd5,384$614K0.0%N/A0.011%
11/15/2024State Street Corp911,741$103.91M0.0%+6.0%1.779%
11/15/2024Philadelphia Financial Management of San Francisco LLC192,066$21.89M3.5%N/A0.375%
11/15/2024Jacobs Levy Equity Management Inc.37,856$4.31M0.0%-70.0%0.074%
11/15/2024HighTower Advisors LLC6,111$702K0.0%N/A0.012%
11/15/2024HighVista Strategies LLC19,337$2.20M0.8%+46.1%0.038%
11/15/2024Basswood Capital Management L.L.C.458,332$52.24M2.7%+0.0%0.894%
11/14/2024Maverick Capital Ltd.12,798$1.46M0.0%-0.8%0.025%
11/14/2024Edgestream Partners L.P.22,583$2.57M0.1%-73.4%0.044%
11/14/2024Verition Fund Management LLC1,781$203K0.0%N/A0.003%
11/14/2024Northwest & Ethical Investments L.P.2,330$266K0.0%+38.3%0.005%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC96,324$10.98M0.0%+0.7%0.188%
11/14/2024FORA Capital LLC5,407$616K0.1%N/A0.011%
11/13/2024Cynosure Group LLC6,454$736K0.1%+57.7%0.013%
11/13/2024BNP Paribas Financial Markets18,508$2.11M0.0%+88.7%0.036%
11/13/2024Quantbot Technologies LP1,516$173K0.0%+23.7%0.003%
11/13/2024Advantage Alpha Capital Partners LP52,417$5.97M1.4%-21.8%0.102%
11/13/2024FMR LLC1,166,998$133.00M0.0%+231.9%2.277%
11/13/2024The Manufacturers Life Insurance Company18,318$2.09M0.0%-0.7%0.036%
11/12/2024Senvest Management LLC989,062$112.72M3.9%-10.8%1.930%
11/12/2024Charles Schwab Investment Management Inc.447,351$50.99M0.0%+7.5%0.873%
11/12/2024Massachusetts Financial Services Co. MA216,228$24.64M0.0%N/A0.422%
11/9/2024Intech Investment Management LLC8,390$956K0.0%N/A0.016%
11/7/2024Quest Partners LLC3,296$376K0.0%-20.3%0.006%
11/7/2024Swiss National Bank84,500$9.63M0.0%+0.2%0.165%
11/6/2024KBC Group NV1,340$153K0.0%+20.3%0.003%
11/5/2024Victory Capital Management Inc.29,725$3.39M0.0%-23.2%0.058%
11/5/2024Aigen Investment Management LP2,455$280K0.1%N/A0.005%
11/5/2024GSA Capital Partners LLP3,042$347K0.0%N/A0.006%
11/4/2024State of New Jersey Common Pension Fund D19,251$2.19M0.0%-11.5%0.038%
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11/1/2024Summit Global Investments5,305$605K0.0%N/A0.010%
10/31/2024Principal Financial Group Inc.136,578$15.57M0.0%-10.6%0.267%
10/30/2024QRG Capital Management Inc.18,003$2.05M0.0%-48.4%0.035%
10/29/2024Cannon Global Investment Management LLC2,400$274K0.4%-11.1%0.005%
10/29/2024 Harbor Capital Advisors Inc.327$37K0.0%N/A0.001%
10/23/2024 Dakota Wealth Management14,204$1.62M0.0%-0.8%0.028%
10/23/2024 Assenagon Asset Management S.A.21,373$2.44M0.0%-46.2%0.042%
10/18/2024Blue Trust Inc.702$80K0.0%+59.5%0.001%
10/16/2024nVerses Capital LLC2,500$285K0.1%N/A0.005%
10/11/2024Creative Planning5,856$667K0.0%+17.7%0.011%
10/10/2024MorganRosel Wealth Management LLC7,312$833K0.3%-28.5%0.014%
10/3/2024 SG Americas Securities LLC11,911$1.36M0.0%+291.8%0.023%
8/16/2024Creative Planning4,977$471K0.0%+59.9%0.010%
8/16/2024Algert Global LLC4,318$408K0.0%N/A0.008%
8/15/2024The Manufacturers Life Insurance Company18,449$1.75M0.0%+6.7%0.036%
8/15/2024Maverick Capital Ltd.12,904$1.22M0.0%+263.8%0.025%
8/15/2024Dark Forest Capital Management LP6,760$639K0.1%N/A0.013%
8/15/2024AQR Capital Management LLC12,943$1.22M0.0%-47.9%0.025%
8/15/2024Caxton Associates LP2,392$226K0.0%-59.3%0.005%
8/14/2024Aristeia Capital L.L.C.3,809$360K0.0%N/A0.007%
8/14/2024Interval Partners LP3,246$307K0.0%-73.3%0.006%
8/14/2024HighVista Strategies LLC13,237$1.25M0.5%-19.5%0.026%
8/14/2024Epoch Investment Partners Inc.152,452$14.42M0.1%-55.8%0.299%
8/14/20241832 Asset Management L.P.26,200$2.48M0.0%+33.7%0.051%
8/14/2024ProShare Advisors LLC3,419$323K0.0%-25.5%0.007%
8/13/2024Thrivent Financial for Lutherans13,482$1.28M0.0%-4.1%0.026%
8/13/2024Sei Investments Co.12,740$1.21M0.0%+43.6%0.025%
8/12/2024EMG Holdings L.P.64,451$6.10M3.0%+107.4%0.127%
8/12/2024Seven Eight Capital LP2,836$268K0.0%N/A0.006%
8/12/2024Hsbc Holdings PLC5,350$501K0.0%-5.8%0.011%
8/12/2024Mercer Global Advisors Inc. ADV33,209$3.14M0.0%+6.4%0.065%
8/10/2024Denali Advisors LLC67,800$6.41M1.8%+63.0%0.133%
8/9/2024Edgestream Partners L.P.84,861$8.03M0.4%+256.9%0.167%
8/9/2024Dimensional Fund Advisors LP2,471,964$233.84M0.1%-8.9%4.854%
8/8/2024Federated Hermes Inc.51,908$4.91M0.0%+0.8%0.102%
8/8/2024American Century Companies Inc.347,979$32.92M0.0%+13.2%0.683%
8/8/2024State of New Jersey Common Pension Fund D21,755$2.06M0.0%-32.4%0.043%
8/6/2024Quest Partners LLC4,137$391K0.1%+493.5%0.008%
8/6/2024LSV Asset Management9,700$918K0.0%-37.4%0.019%
8/6/2024Financial Gravity Asset Management Inc.400$38K0.0%-40.3%0.001%
8/6/2024Acadian Asset Management LLC2,695$254K0.0%-22.2%0.005%
8/5/2024Arizona State Retirement System11,999$1.14M0.0%+2.9%0.024%
8/5/2024Victory Capital Management Inc.38,693$3.66M0.0%-1.5%0.076%
8/3/2024Foster & Motley Inc.2,182$206K0.0%-17.7%0.004%
8/3/2024TD Asset Management Inc60,798$5.75M0.0%-1.2%0.119%
8/2/2024Cannon Global Investment Management LLC2,700$255K1.2%N/A0.005%
7/31/2024Picton Mahoney Asset Management59,293$5.61M0.2%+25.3%0.116%
7/29/2024Principal Financial Group Inc.152,804$14.46M0.0%+0.2%0.300%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank9,554$904K0.0%+10.8%0.019%
7/26/2024Bank of New York Mellon Corp182,245$17.24M0.0%+2.8%0.358%
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7/22/2024 Dakota Wealth Management14,316$1.35M0.0%-32.6%0.028%
7/18/2024Blue Trust Inc.440$40K0.0%+1,529.6%0.001%
7/18/2024 Assenagon Asset Management S.A.39,722$3.76M0.0%-41.5%0.078%
7/15/2024MorganRosel Wealth Management LLC10,225$967K0.3%-5.4%0.020%
7/12/2024 SG Americas Securities LLC3,040$288K0.0%+36.9%0.006%
7/12/2024Hexagon Capital Partners LLC477$45K0.0%+29.6%0.001%
7/12/2024QRG Capital Management Inc.34,900$3.30M0.0%+3.0%0.069%
5/28/2024Boston Partners310,321$28.10M0.0%-2.9%0.609%
5/17/2024Hancock Whitney Corp4,607$420K0.0%-5.7%0.009%
5/16/2024California State Teachers Retirement System40,933$3.73M0.0%-2.5%0.080%
(Data available from 1/1/2016 forward)

PFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFSI shares?

During the previous two years, 154 institutional investors and hedge funds held shares of PennyMac Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($238.51M), Dimensional Fund Advisors LP ($233.84M), FMR LLC ($133.00M), Senvest Management LLC ($112.72M), JPMorgan Chase & Co. ($108.81M), State Street Corp ($103.91M), and Geode Capital Management LLC ($73.84M).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 127 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 ($815.39K), Dimensional Fund Advisors LP ($780.76K), Norges Bank ($353.72K), Boston Partners ($319.62K), Senvest Management LLC ($281.29K), Jacobs Levy Equity Management Inc. ($260.08K), and Massachusetts Financial Services Co. MA ($216.23K).

How much institutional buying is happening at PennyMac Financial Services?

Institutional investors have bought a total of 5,910,696 shares in the last 24 months. This purchase volume represents approximately $483.77M in transactions.

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

Of the 75 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. ($602.14K), Dimensional Fund Advisors LP ($242.76K), Basswood Capital Management L.L.C. ($149.27K), Jacobs Levy Equity Management Inc. ($88.31K), and K2 Principal Fund L.P. ($68.52K).

How much institutional selling is happening at PennyMac Financial Services?

Institutional investors have sold a total of 4,560,659 shares in the last 24 months. This volume of shares sold represents approximately $376.98M in transactions.


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This page (NYSE:PFSI) was last updated on 1/22/2025 by MarketBeat.com Staff
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