PennyMac Financial Services Ownership | Who Owns PennyMac Financial Services?
PennyMac Financial Services Ownership Summary
PennyMac Financial Services is owned by 57.81% institutional investors, 36.01% insiders, and 6.17% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 9.17% of PFSI shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 2.84% of its assets in PennyMac Financial Services shares.
PFSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PennyMac Financial Services | 57.81% | 36.01% | 6.17% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Mortgage Stocks | 60.45% | 17.36% | 22.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 4.64M | 9.17% | $438.69M |
| Mfn partners management, lp | 4.53M | 8.97% | $428.71M |
| Vanguard group | 2.66M | 5.25% | $251.18M |
| Dimensional fund advisors lp | 2.47M | 4.89% | $233.84M |
| Blackrock | 2.20M | 4.35% | $208.15M |
| Senvest management | 1.11M | 2.19% | $104.92M |
| Invesco | 1.05M | 2.07% | $98.92M |
| Jpmorgan chase | 932.96K | 1.85% | $88.26M |
| State street | 859.96K | 1.70% | $81.35M |
| Geode capital management | 628.10K | 1.24% | $59.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mfn partners management, lp | 4.53M | 14.54% | $428.71M |
| Conversant capital | 299.00K | 5.13% | $28.29M |
| Senvest management | 1.11M | 4.03% | $104.92M |
| Emg | 64.45K | 3.00% | $6.10M |
| Basswood capital management | 458.17K | 2.81% | $43.34M |
| Denali advisors | 67.80K | 1.76% | $6.41M |
| Advantage alpha capital partners lp | 67.03K | 1.38% | $6.34M |
| Cannon global investment management | 2.70K | 1.19% | $255.42K |
| Prescott group capital management | 36.02K | 0.53% | $3.41M |
| Highvista strategies | 13.24K | 0.46% | $1.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 362.09K | 0.01% | 362.09K |
| Ameriprise financial | 195.15K | 0.01% | 166.85K |
| Palisade capital management, lp | 93.87K | 0.24% | 93.87K |
| Blackrock | 2.20M | 0.00% | 82.51K |
| Invesco | 1.05M | 0.02% | 72.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -301.30K |
| Dimensional fund advisors lp | 2.47M | 0.06% | -242.76K |
| Hbk investments l p | - | - | -200.00K |
| Epoch investment partners | 152.45K | 0.07% | -192.84K |
| Citadel advisors | 51.80K | 0.00% | -77.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 362.09K | 0.01% | 362.09K | $34.25M |
| Palisade capital management, lp | 93.87K | 0.24% | 93.87K | $8.88M |
| Goldman sachs group | 41.50K | 0.00% | 41.50K | $3.93M |
| Corebridge financial | 14.38K | 0.01% | 14.38K | $1.36M |
| Mirae asset global etfs | 13.02K | 0.00% | 13.02K | $1.23M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Rfp financial group | -6.00 |
| Global retirement partners | -17.00 |
| Fortitude family office | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 200 | -4.76% | 29,222,500 | 2.33% | 57 | 1.77% | 105 | 14.13% | 57 | -18.57% |
| Mar 31, 2024 | 210 | -2.33% | 28,555,754 | -2.04% | 57 | 1.68% | 92 | -16.36% | 70 | 12.90% |
| Dec 31, 2023 | 215 | 10.26% | 29,149,182 | 1.26% | 58 | 1.75% | 110 | 27.91% | 62 | 1.64% |
| Sep 30, 2023 | 195 | 3.17% | 28,786,958 | -2.45% | 57 | 1.67% | 86 | 16.22% | 61 | -6.15% |
| Jun 30, 2023 | 189 | -3.57% | 29,509,006 | -0.81% | 58 | 1.67% | 74 | -15.91% | 65 | -12.16% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 1.46M | 2.84% | -59.68K |
| Nomura High-Yield Corp Bd Open MF | 925.00K | 1.81% | 150.00K |
| T. Rowe Price Small-Cap Stock | 890.95K | 1.74% | - |
| T. Rowe Price US Small-Cap Core Equity | 890.95K | 1.74% | -47.28K |
| Nomura High-Yield Bd Open Mother | 800.00K | 1.56% | 125.00K |
| Vanguard Total Stock Mkt Idx Inv | 795.42K | 1.55% | -3.94K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 791.40K | 1.55% | 6.99K |
| iShares Russell 2000 ETF | 698.65K | 1.36% | -1.57K |
| Vanguard Small Cap Index | 641.56K | 1.25% | 1.25K |
| Vanguard Institutional Extnd Mkt Idx Tr | 455.13K | 0.89% | 5.71K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | Perotti Daniel Stanley | Chief Financial Officer | Sell | $1.05M |
| Nov 12, 2024 | SPECTOR DAVID | Chairman & CEO | Sell | $902.10K |
| Nov 12, 2024 | SPECTOR DAVID | Chairman & CEO | Sell | $128.62K |
| Nov 12, 2024 | SPECTOR DAVID | Chairman & CEO | Sell | $19.64K |
| Oct 14, 2024 | SPECTOR DAVID | Chairman & CEO | Sell | $57.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 13 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | 11 |
| 2023 Q4 | - | 23 |
PFSI Ownership FAQ
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