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

13F Institutional Holders and Ownership History from Q3 2018 to Q4 2025

Type / Class: Equity / COMMON STOCK
Symbol: PFSI on NYSE
Shares outstanding: 52,066,847
Price per share: $131.51
All holders as of 31 Dec 2025: Q4 2025
Total 13F shares: 31,214,262
Total reported value: $4,115,877,874
% of total 13F portfolios: 0%
Share change: -768,224
Value change: -$99,148,016
Number of holders: 257
Price from insider filings: $131.51

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of PennyMac Financial Services, Inc. - COMMON STOCK (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
DIMENSIONAL FUND ADVISORS LP	4.2%		$203,737,666		2,149,585		Dimensional Fund Advisors LP	31 Dec 2024

As of 31 Dec 2025, 257 institutional investors reported holding 31,214,262 shares of PennyMac Financial Services, Inc. - COMMON STOCK (PFSI). This represents 60% of the company’s total 52,066,847 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PennyMac Financial Services, Inc. - COMMON STOCK (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	8.7%	4,531,792	0%	13%	$597,471,457
T. Rowe Price Investment Management, Inc.	6.9%	3,603,567	-3.7%	0.3%	$475,095,000
VANGUARD GROUP INC	5.4%	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.	4.2%	2,212,703	+1.9%	0%	$291,722,811
DIMENSIONAL FUND ADVISORS LP	3.4%	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	1.1%	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	0.82%	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	0.8%	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	0.62%	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 (PFSI) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2025 Q4	31,214,262	$4,115,877,874	-$99,148,016	$105,999,360	$93,540,480	$131.84	257
2025 Q3	32,005,590	$3,961,977,348	+$178,919,518	$110,636,128	$92,515,970	$123.88	228
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	$94.60	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	$66.60	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	$42.90	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	$53.20	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			$20.90	4