| 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% | $191,914,949 | 2,149,585 | Dimensional Fund Advisors LP | 31 Dec 2024 |
As of 30 Sep 2025, 228 institutional investors reported holding 32,005,590 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 | 3,462,533 | $456,498,998 | -$26,661,157 | $131.84 | 75 |
| 2025 Q3 | 32,005,590 | $3,961,977,348 | +$178,922,027 | $123.88 | 228 |
| 2025 Q2 | 30,856,364 | $3,072,328,716 | -$44,813,763 | $99.64 | 218 |
| 2025 Q1 | 31,261,642 | $3,129,390,465 | +$82,065,244 | $100.11 | 200 |
| 2024 Q4 | 30,420,419 | $3,107,740,044 | +$2,500,390 | $102.14 | 205 |
| 2024 Q3 | 30,241,046 | $3,445,308,234 | +$129,833,114 | $113.97 | 204 |
| 2024 Q2 | 29,217,960 | $2,764,223,987 | +$68,362,062 | $94.60 | 188 |
| 2024 Q1 | 28,533,141 | $2,598,889,294 | -$57,108,427 | $91.09 | 193 |
| 2023 Q4 | 31,340 | $2,769,516 | -$225,078 | $88.37 | 2 |
| 2023 Q3 | 28,603,004 | $1,904,966,894 | -$63,761,873 | $66.60 | 173 |
| 2023 Q2 | 29,240,078 | $2,055,209,290 | +$5,284,962 | $70.31 | 165 |
| 2023 Q1 | 28,972,651 | $1,726,773,364 | +$17,509,708 | $59.61 | 170 |
| 2022 Q4 | 28,288,045 | $1,603,732,111 | -$29,344,898 | $56.66 | 175 |
| 2022 Q3 | 28,814,452 | $1,236,817,532 | -$217,783,759 | $42.90 | 159 |
| 2022 Q2 | 29,865,855 | $1,299,944,261 | -$104,608,080 | $43.71 | 160 |
| 2022 Q1 | 31,786,277 | $1,690,717,206 | +$47,662,444 | $53.20 | 168 |
| 2021 Q4 | 30,038,783 | $2,095,947,478 | -$169,300,275 | $69.78 | 194 |
| 2021 Q3 | 32,826,957 | $2,006,717,945 | +$2,396,387 | $61.13 | 196 |
| 2021 Q2 | 32,933,117 | $2,033,014,042 | -$76,014,378 | $61.72 | 194 |
| 2021 Q1 | 33,979,946 | $2,271,015,213 | -$186,589,720 | $66.87 | 225 |
| 2020 Q4 | 36,768,644 | $2,412,271,721 | -$62,486,923 | $65.62 | 235 |
| 2020 Q3 | 37,331,381 | $2,169,921,243 | -$56,753,078 | $58.12 | 218 |
| 2020 Q2 | 38,258,922 | $1,598,464,953 | -$127,089,604 | $41.79 | 180 |
| 2020 Q1 | 41,517,734 | $917,971,919 | +$3,423,751 | $22.11 | 151 |
| 2019 Q4 | 41,409,848 | $1,409,463,337 | +$51,730,212 | $34.04 | 148 |
| 2019 Q3 | 39,881,069 | $1,211,573,909 | +$498,037,997 | $30.38 | 126 |
| 2019 Q2 | 23,946,181 | $531,197,687 | -$118,824 | $22.18 | 105 |
| 2019 Q1 | 24,049,634 | $534,858,342 | +$18,339,859 | $22.24 | 92 |
| 2018 Q4 | 22,241,521 | $472,854,730 | +$451,333,049 | $21.26 | 75 |
| 2018 Q3 | 213,329 | $4,459,000 | +$4,458,998 | $20.90 | 4 |