Security Snapshot

PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI) Institutional Ownership

CUSIP: 70932M107

13F Institutional Holders and Ownership History from Q3 2018 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

262

Shares (Excl. Options)

31,219,446

Price

$131.84

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.

Create free account to save this page Review latest holder period
Type / Class
Equity / Common Stock, par value $0.0001 per share
Symbol
PFSI on NYSE
Shares outstanding
51,750,204
Price per share
$87.40
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
31,219,446
Total reported value
$4,116,561,161
% of total 13F portfolios
0%
Share change
-765,092
Value change
-$98,735,289
Number of holders
262
Price from insider filings
$87.40
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • PFSI - PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share is tracked under CUSIP 70932M107.
  • 262 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 262 to 11 between Q4 2025 and Q1 2026.
  • Reported value moved from $4,116,561,161 to $1,273,796.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 262 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 70932M107?
CUSIP 70932M107 identifies PFSI - PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
T. Rowe Price Investment Management, Inc. 7.2% $464,402,954 3,748,813 T. Rowe Price Investment Management, Inc. 30 Sep 2025
MILLENNIUM MANAGEMENT LLC 4.9% $235,648,177 2,535,760 Millennium Management LLC 27 Mar 2026
DIMENSIONAL FUND ADVISORS LP 4.2% $203,737,666 2,149,585 Dimensional Fund Advisors LP 31 Dec 2024

As of 31 Dec 2025, 262 institutional investors reported holding 31,219,446 shares of PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI). This represents 60% of the company’s total 51,750,204 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MFN Partners Management, LP 8.8% 4,531,792 0% 13% $597,471,457
T. Rowe Price Investment Management, Inc. 7% 3,603,567 -3.7% 0.3% $475,095,000
VANGUARD GROUP INC 5.5% 2,832,737 +0.45% 0.01% $373,468,046
FMR LLC 4.3% 2,226,631 -10% 0.01% $293,558,983
BlackRock, Inc. 4.3% 2,212,703 +1.9% 0% $291,722,811
DIMENSIONAL FUND ADVISORS LP 3.5% 1,789,369 -4.2% 0.05% $235,915,504
Invesco Ltd. 3% 1,569,184 +7.3% 0.03% $206,881,219
STATE STREET CORP 1.6% 814,156 -4.9% 0% $107,338,327
GEODE CAPITAL MANAGEMENT, LLC 1.3% 692,304 -0.46% 0.01% $91,287,289
PRICE T ROWE ASSOCIATES INC /MD/ 1.3% 671,025 -2.9% 0.01% $88,469,000
140 Summer Partners LP 1.3% 669,892 +50% 6.9% $88,318,561
JPMORGAN CHASE & CO 1.2% 598,527 -7.6% 0.01% $78,909,799
GOLDMAN SACHS GROUP INC 1.1% 563,917 -20% 0.01% $74,346,825
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.1% 550,927 -4.8% 3.2% $72,634,216
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.85% 441,401 -1.8% 0.01% $58,194,308
AMERICAN CENTURY COMPANIES INC 0.83% 426,982 -0.56% 0.03% $56,293,531
CITADEL ADVISORS LLC 0.82% 425,284 -38% 0.04% $56,069,442
Senvest Management, LLC 0.81% 417,333 0% 1.7% $55,021,183
AMERIPRISE FINANCIAL INC 0.67% 346,771 -6.1% 0.01% $45,718,288
NORGES BANK 0.65% 335,911 0% $44,286,506
Boston Partners 0.63% 323,824 -26% 0.04% $43,424,681
Senator Investment Group LP 0.55% 287,093 +12% 1.5% $37,850,341
NORTHERN TRUST CORP 0.5% 259,247 -8.5% 0% $34,179,125
Bank of New York Mellon Corp 0.49% 255,898 -20% 0.01% $33,737,560
GOLDENTREE ASSET MANAGEMENT LP 0.44% 227,377 -23% 1.6% $29,917,270

Institutional Holders of PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 14,579 $1,273,796 +$504,976 $87.40 11
2025 Q4 31,219,446 $4,116,561,161 -$98,735,289 $131.84 262
2025 Q3 32,005,590 $3,961,977,348 +$178,919,518 $123.88 228
2025 Q2 30,856,360 $3,072,326,125 -$44,816,360 $99.64 217
2025 Q1 31,266,186 $3,129,845,679 +$82,064,938 $100.11 201
2024 Q4 30,422,438 $3,107,937,470 -$35,278,740 $102.14 205
2024 Q3 30,613,120 $3,487,713,130 +$165,719,681 $113.97 200
2024 Q2 29,213,617 $2,763,812,858 +$36,285,972 $94.60 183
2024 Q1 28,874,835 $2,630,013,823 -$21,387,117 $91.09 191
2023 Q4 29,149,050 $2,575,834,627 +$53,699,532 $88.37 192
2023 Q3 28,619,765 $1,906,083,389 -$63,086,658 $66.60 175
2023 Q2 29,492,336 $2,072,945,842 +$38,813,602 $70.31 168
2023 Q1 28,981,316 $1,727,289,463 +$33,598,855 $59.61 172
2022 Q4 28,565,738 $1,619,467,051 -$29,158,933 $56.66 178
2022 Q3 29,188,251 $1,253,237,878 -$233,049,067 $42.90 163
2022 Q2 29,966,773 $1,311,214,805 -$97,537,142 $43.71 163
2022 Q1 31,812,567 $1,692,117,230 +$50,719,332 $53.20 173
2021 Q4 30,351,236 $2,117,816,413 -$170,916,424 $69.78 196
2021 Q3 32,921,404 $2,012,492,945 +$2,631,306 $61.13 197
2021 Q2 32,940,335 $2,033,459,484 -$76,394,997 $61.72 196
2021 Q1 33,982,589 $2,271,191,277 -$187,748,026 $66.87 226
2020 Q4 36,796,296 $2,414,116,689 -$61,266,459 $65.62 237
2020 Q3 37,969,176 $2,206,988,535 -$59,924,928 $58.12 221
2020 Q2 38,965,892 $1,628,008,953 -$119,860,027 $41.79 183
2020 Q1 42,451,836 $938,618,919 +$284,978 $22.11 156
2019 Q4 41,409,848 $1,409,463,337 +$53,356,475 $34.04 148
2019 Q3 39,909,791 $1,212,445,909 +$498,910,829 $30.38 128
2019 Q2 23,946,181 $531,197,687 -$118,790 $22.18 105
2019 Q1 24,049,634 $534,858,342 +$18,337,091 $22.24 92
2018 Q4 22,290,547 $473,895,730 +$452,374,532 $21.26 77
2018 Q3 213,329 $4,459,000 +$4,459,000 $20.90 4