| 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 | |||
| DIMENSIONAL FUND ADVISORS LP | 4.2% | $203,737,666 | 2,149,585 | Dimensional Fund Advisors LP | 31 Dec 2024 |
As of 30 Sep 2025, 226 institutional investors reported holding 32,005,557 shares of PennyMac Financial Services, Inc. - COMMON STOCK (PFSI). This represents 61% of the company’s total 52,066,847 outstanding shares.
The largest institutional shareholders of PennyMac Financial Services, Inc. - COMMON STOCK (PFSI) together control 54% 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 | 8.7% | 4,531,792 | 0% | 11% | $561,398,393 |
| T. Rowe Price Investment Management, Inc. | 7.2% | 3,742,090 | -15% | 0.28% | $463,571,000 |
| VANGUARD GROUP INC | 5.4% | 2,819,955 | -2.7% | 0.01% | $349,336,025 |
| FMR LLC | 4.7% | 2,472,963 | +74% | 0.02% | $306,350,669 |
| BlackRock, Inc. | 4.2% | 2,171,247 | -3.2% | 0% | $268,974,122 |
| DIMENSIONAL FUND ADVISORS LP | 3.6% | 1,868,173 | +0.18% | 0.05% | $231,431,616 |
| Invesco Ltd. | 2.8% | 1,463,096 | +18% | 0.03% | $181,248,334 |
| STATE STREET CORP | 1.6% | 856,091 | -3.9% | 0% | $106,052,553 |
| GOLDMAN SACHS GROUP INC | 1.4% | 706,525 | +9.9% | 0.01% | $87,524,324 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3% | 695,509 | -3.6% | 0.01% | $86,170,989 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.3% | 691,238 | +348% | 0.01% | $85,632,000 |
| CITADEL ADVISORS LLC | 1.3% | 682,202 | +19% | 0.07% | $84,511,184 |
| JPMORGAN CHASE & CO | 1.2% | 647,878 | -10% | 0.01% | $80,259,126 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.1% | 578,544 | +1.5% | 3.3% | $71,670,031 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.86% | 449,599 | -1.9% | 0.01% | $55,696,324 |
| 140 Summer Partners LP | 0.86% | 446,140 | 4.9% | $55,267,823 | |
| Boston Partners | 0.84% | 434,988 | -0.46% | 0.05% | $53,522,444 |
| AMERICAN CENTURY COMPANIES INC | 0.82% | 429,403 | +7.5% | 0.03% | $53,194,627 |
| Senvest Management, LLC | 0.8% | 417,333 | 0% | 1.7% | $51,699,212 |
| AMERIPRISE FINANCIAL INC | 0.71% | 369,296 | -7.9% | 0.01% | $45,748,389 |
| Bank of New York Mellon Corp | 0.62% | 321,444 | +5% | 0.01% | $39,820,425 |
| TWO SIGMA INVESTMENTS, LP | 0.6% | 310,919 | +1149% | 0.06% | $38,516,646 |
| GOLDENTREE ASSET MANAGEMENT LP | 0.57% | 296,441 | +0.76% | 3% | $36,648,796 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.55% | 287,602 | -3.4% | 0.01% | $35,628,136 |
| NORTHERN TRUST CORP | 0.54% | 283,237 | -3% | 0% | $35,087,401 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 230,717 | $30,417,031 | -$12,597,951 | $131.84 | 18 |
| 2025 Q3 | 32,005,557 | $3,961,973,260 | +$178,918,403 | $123.88 | 226 |
| 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 |