PennyMac Financial Services, Inc. - COMMON STOCK (PFSI)

Historical Holders from Q3 2018 to Q3 2025

Symbol: PFSI on NYSE
Type / Class: Equity / COMMON STOCK
Shares outstanding: 52,066,847
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 32,004,632
Holdings value: $3,961,858,260
% of all portfolios: 0.005%
Number of holders: 225
Number of buys: 118
Number of sells: -101
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of PennyMac Financial Services, Inc. - COMMON STOCK (PFSI)

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

Institutional Holders of PennyMac Financial Services, Inc. - COMMON STOCK (PFSI)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	32,004,632	$3,961,858,260	+$178,918,403	$110,636,128	$92,515,970	$123.88	225
2025 Q2	30,856,360	$3,072,326,125	-$44,816,360	$75,088,368	$71,159,152	$99.64	217
2025 Q1	31,266,186	$3,129,845,679	+$82,064,938	$75,589,722	$90,345,408	$100.11	201
2024 Q4	30,422,438	$3,107,937,470	-$35,278,740	$99,992,992	$108,566,262	$102.14	205
2024 Q3	30,613,120	$3,487,713,130	+$165,719,681	$97,803,614	$108,997,117	$113.97	200
2024 Q2	29,213,617	$2,763,812,858	+$36,285,972	$48,775,760	$38,530,580	$94.6	183
2024 Q1	28,874,835	$2,630,013,823	-$21,387,117	$77,945,713	$35,443,119	$91.09	191
2023 Q4	29,149,050	$2,575,834,627	+$53,699,532	$131,114,569	$58,642,332	$88.37	192
2023 Q3	28,619,765	$1,906,083,389	-$63,086,658	$100,239,660	$41,471,820	$66.6	175
2023 Q2	29,492,336	$2,072,945,842	+$38,813,602	$143,492,627	$32,285,717	$70.31	168
2023 Q1	28,981,316	$1,727,289,463	+$33,598,855	$273,604,154	$39,567,851	$59.61	172
2022 Q4	28,565,738	$1,619,467,051	-$29,158,933	$281,254,554	$52,098,496	$56.66	178
2022 Q3	29,188,251	$1,253,237,878	-$233,049,067	$284,816,610	$34,148,050	$42.9	163
2022 Q2	29,966,773	$1,311,214,805	-$97,537,142	$136,873,473	$34,491,000	$43.71	163
2022 Q1	31,812,567	$1,692,117,230	+$50,719,332	$178,436,640	$27,460,000	$53.2	173
2021 Q4	30,351,236	$2,117,816,413	-$170,916,424	$288,212,434	$95,134,120	$69.78	196
2021 Q3	32,921,404	$2,012,492,945	+$2,631,306	$227,819,453	$64,565,000	$61.13	197
2021 Q2	32,940,335	$2,033,459,484	-$76,394,997	$60,857,560	$43,765,568	$61.72	196
2021 Q1	33,982,589	$2,271,191,277	-$187,748,026	$44,102,150	$91,388,638	$66.87	226
2020 Q4	36,796,296	$2,414,116,689	-$61,266,459	$58,743,076	$127,498,264	$65.62	237
2020 Q3	37,969,176	$2,206,988,535	-$59,924,928	$25,479,000	$130,881,000	$58.12	221
2020 Q2	38,965,892	$1,628,008,953	-$119,860,027	$12,901,000	$34,731,000	$41.79	183
2020 Q1	42,451,836	$938,618,919	+$284,978	$22,903,000	$10,963,000	$22.11	156
2019 Q4	41,409,848	$1,409,463,337	+$53,356,475	$412,000	$15,571,000	$34.04	148
2019 Q3	39,909,791	$1,212,445,909	+$498,910,829	$343,000	$8,713,000	$30.38	128
2019 Q2	23,946,181	$531,197,687	-$118,790	$253,000	$0	$22.18	105
2019 Q1	24,049,634	$534,858,342	+$18,337,091	$27,000	$342,000	$22.24	92
2018 Q4	22,290,547	$473,895,730	+$452,374,532		$836,000	$21.26	77
2018 Q3	213,329	$4,459,000	+$4,459,000			$20.9	4