Latest Period
Q4 2025
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
Institutions Reporting
263
Shares (Excl. Options)
31,219,499
Price
$131.84
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- 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
- 31,219,499
- Total reported value
- $4,116,568,149
- % of total 13F portfolios
- 0%
- Share change
- -765,092
- Value change
- -$98,735,289
- Number of holders
- 263
- 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.
- 263 institutions reported positions in Q4 2025.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 263 to 102 between Q4 2025 and Q1 2026.
- Reported value moved from $4,116,568,149 to $685,633,551.
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
Open SEC Evidence
Latest holder context comes from 263 institutions filings for Q4 2025.
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.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 70932M107:
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, 263 institutional investors reported holding 31,219,499 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 | 7,843,507 | $685,633,551 | -$97,313,101 | $87.40 | 102 |
| 2025 Q4 | 31,219,499 | $4,116,568,149 | -$98,735,289 | $131.84 | 263 |
| 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 |