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

CUSIP: 70932M107

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Common Stock, par value $0.0001 per share
Shares outstanding
51,750,204
Total 13F shares
31,219,446
Share change
-765,092
Total reported value
$4,116,561,161
Put/Call ratio
113%
Price per share
$131.84
Number of holders
262
Value change
-$98,735,289
Number of buys
136
Number of sells
103

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Quarterly Holders Quick Answers

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

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Top shareholders of PFSI - PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
KURLAND FAMILY INVESTMENTS, LLC
3/4/5
10%+ Owner
class O/S missing
6,653,759
$561,805,484 01 Jun 2021
MFN Partners Management, LP
13F
Company
8.8%
4,531,792
$561,398,393 30 Sep 2025
13F
T. Rowe Price Investment Management, Inc.
13D/G 13F
Company
7.2%
3,748,813
$464,402,954 $0 30 Sep 2025
MFN Partners, LP
3/4/5
Director
class O/S missing
4,531,792
$382,638,685 11 Feb 2022
VANGUARD GROUP INC
13F
Company
5.4%
2,819,955
$349,336,025 30 Sep 2025
13F
FMR LLC
13F
Company
4.8%
2,472,963
$306,350,669 30 Sep 2025
13F
BlackRock, Inc.
13F
Company
4.2%
2,171,247
$268,974,122 30 Sep 2025
13F
DIMENSIONAL FUND ADVISORS LP
13F 13D/G
Company
4.2%
from 13D/G
1,868,173
$231,431,616 30 Sep 2025
Invesco Ltd.
13F
Company
2.8%
1,463,096
$181,248,334 30 Sep 2025
13F
STATE STREET CORP
13F
Company
1.7%
856,091
$106,052,553 30 Sep 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.4%
706,525
$87,524,324 30 Sep 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.3%
695,509
$86,170,989 30 Sep 2025
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
1.3%
691,238
$85,632,000 30 Sep 2025
13F
CITADEL ADVISORS LLC
13F
Company
1.3%
682,202
$84,511,184 30 Sep 2025
13F
Vandad Fartaj
3/4/5
Chief Investment Officer
mixed-class rows
965,227
mixed-class rows
$80,499,155 27 Feb 2023
JPMORGAN CHASE & CO
13F
Company
1.3%
647,878
$80,259,126 30 Sep 2025
13F
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
13F
Company
1.1%
578,544
$71,670,031 30 Sep 2025
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.87%
449,599
$55,696,324 30 Sep 2025
13F
140 Summer Partners LP
13F
Company
0.86%
446,140
$55,267,823 30 Sep 2025
13F
Boston Partners
13F
Company
0.84%
434,988
$53,522,444 30 Sep 2025
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.83%
429,403
$53,194,627 30 Sep 2025
13F
Senvest Management, LLC
13F
Company
0.81%
417,333
$51,699,212 30 Sep 2025
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.71%
369,296
$45,748,389 30 Sep 2025
13F
Bank of New York Mellon Corp
13F
Company
0.62%
321,444
$39,820,425 30 Sep 2025
13F
TWO SIGMA INVESTMENTS, LP
13F
Company
0.6%
310,919
$38,516,646 30 Sep 2025
13F
GOLDENTREE ASSET MANAGEMENT LP
13F
Company
0.57%
296,441
$36,648,796 30 Sep 2025
13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
0.56%
287,602
$35,628,136 30 Sep 2025
13F
NORTHERN TRUST CORP
13F
Company
0.55%
283,237
$35,087,401 30 Sep 2025
13F
Senator Investment Group LP
13F
Company
0.49%
255,356
$31,633,501 30 Sep 2025
13F
Holocene Advisors, LP
13F
Company
0.47%
245,268
$30,383,800 30 Sep 2025
13F
Philadelphia Financial Management of San Francisco, LLC
13F
Company
0.44%
227,772
$28,216,395 30 Sep 2025
13F
PALISADE CAPITAL MANAGEMENT, LP
13F
Company
0.4%
204,868
$25,379,048 30 Sep 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.36%
186,323
$23,081,693 30 Sep 2025
13F
TWO SIGMA ADVISERS, LP
13F
Company
0.33%
172,100
$21,319,748 30 Sep 2025
13F
UBS Group AG
13F
Company
0.32%
166,357
$20,608,305 30 Sep 2025
13F
Nuveen, LLC
13F
Company
0.31%
161,250
$19,975,650 30 Sep 2025
13F
MORGAN STANLEY
13F
Company
0.22%
115,273
$14,280,074 30 Sep 2025
13F
Lightrock Netherlands B.V.
13F
Company
0.26%
132,513
$13,970,817 30 Sep 2025
13F
Brandywine Global Investment Management, LLC
13F
Company
0.21%
108,431
$13,432,432 30 Sep 2025
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
0.17%
88,741
$10,993,235 30 Sep 2025
13F
Kinetic Partners Management, LP
13F
Company
0.17%
88,000
$10,901,440 30 Sep 2025
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.15%
77,018
$9,540,990 30 Sep 2025
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.14%
72,201
$8,944,260 30 Sep 2025
13F
BARCLAYS PLC
13F
Company
0.12%
63,491
$7,865,265 30 Sep 2025
13F
TD ASSET MANAGEMENT INC
13F
Company
0.12%
61,396
$7,605,736 30 Sep 2025
13F
Swiss National Bank
13F
Company
0.12%
60,100
$7,445,188 30 Sep 2025
13F
Qube Research & Technologies Ltd
13F
Company
0.12%
59,969
$7,428,960 30 Sep 2025
13F
IMC-Chicago, LLC
13F
Company
0.1%
53,239
$6,595,247 30 Sep 2025
13F
EMG Holdings, L.P.
13F
Company
0.1%
52,132
$6,458,112 30 Sep 2025
13F
Atom Investors LP
13F
Company
0.1%
51,821
$6,419,585 30 Sep 2025
13F

Institutional Holders of PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI) as of Q4 2025

As of 31 Dec 2025, PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI) was held by 262 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 31,219,446 shares. The largest 10 holders included MFN Partners Management, LP, T. Rowe Price Investment Management, Inc., VANGUARD GROUP INC, FMR LLC, BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, Invesco Ltd., STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, and PRICE T ROWE ASSOCIATES INC /MD/. This page lists 262 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
228
Q4 2025 holders
262
Holder diff
34
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.