​

PennyMac Financial Services Ownership | Who Owns PennyMac Financial Services?

OverviewForecastRevenueFinancialsChartTranscripts

PennyMac Financial Services Ownership Summary

PennyMac Financial Services is owned by 29.48% institutional investors, 35.92% insiders, and 34.60% retail investors. Mfn partners management, lp is the largest institutional shareholder, holding 8.85% of PFSI shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 2.71% of its assets in PennyMac Financial Services shares.

PFSI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPennyMac Financial Services29.48%35.92%34.60%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryMortgage Stocks46.95%15.01%38.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Mfn partners management, lp4.53M8.85%$462.88M
T. rowe price investment management4.27M8.33%$435.71M
Vanguard group2.89M5.64%$294.84M
Blackrock funding, inc. /de2.28M4.46%$233.17M
Blackrock2.20M4.35%$208.15M
Dimensional fund advisors lp2.15M4.20%$219.56M
Fmr1.31M2.55%$133.38M
Invesco1.18M2.31%$120.88M
State street998.03K1.96%$101.94M
Senvest management988.16K1.93%$100.93M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Mfn partners management, lp4.53M9.12%$462.88M
Senvest management988.16K3.10%$100.93M
Conversant capital195.15K2.75%$19.93M
Basswood capital management456.87K2.72%$46.67M
Cannon global investment management4.80K1.06%$490.27K
Advantage alpha capital partners lp43.85K1.06%$4.48M
Kinetic partners management, lp127.80K0.86%$13.05M
Palisade capital management, lp214.90K0.59%$21.95M
Prescott group capital management36.02K0.50%$3.68M
Highvista strategies13.24K0.50%$1.35M

Top Buyers

HolderShares% AssetsChange
Norges bank372.07K0.01%372.07K
Millennium management518.57K0.03%264.96K
Rubric capital management lp200.00K0.26%200.00K
Vanguard group2.89M0.01%199.67K
Orbis allan gray169.29K0.09%169.29K

Top Sellers

HolderShares% AssetsChange
Balyasny asset management---301.30K
Goldman sachs group678.46K0.01%-256.25K
Alyeska investment group98.16K0.04%-231.16K
T. rowe price investment management4.27M0.27%-214.43K
Hbk investments l p---200.00K

New Positions

HolderShares% AssetsChangeValue
Norges bank372.07K0.01%372.07K$38.00M
Rubric capital management lp200.00K0.26%200.00K$20.43M
Orbis allan gray169.29K0.09%169.29K$17.29M
Renaissance12.80K0.00%12.80K$1.31M
Crestline management, lp9.53K0.03%9.53K$973.70K

Sold Out

HolderChange
Tfo-tdc-2.00
Advisornet financial-3.00
Claris advisors, llc / mo /-4.00
Rfp financial group-6.00
Allspring global investments-10.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024113-49.78%15,030,595-50.31%290.84%58-49.12%31-46.55%
Sep 30, 202422511.94%30,250,0123.52%591.77%1147.55%581.75%
Jun 30, 2024200-4.76%29,222,5002.33%571.77%10514.13%57-18.57%
Mar 31, 2024210-2.33%28,555,754-2.04%571.68%92-16.36%7012.90%
Dec 31, 202321510.26%29,149,1821.26%581.75%11027.91%621.64%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value1.39M2.71%-10.10K
Nomura High-Yield Corp Bd Open MF925.00K1.81%150.00K
Vanguard Total Stock Mkt Idx Inv877.43K1.71%586.00
T. Rowe Price US Small-Cap Core Equity818.01K1.60%-72.95K
T. Rowe Price Small-Cap Stock817.39K1.59%-
Nomura High-Yield Bd Open Mother800.00K1.56%125.00K
Vanguard US Total Market Shares ETF799.35K1.55%653.00
T. Rowe Price U.S. SC Value Eq Tr-Z781.08K1.52%-10.32K
T. Rowe Price U.S. SC Value Eq Tr-D781.08K1.52%-10.32K
Vanguard Small Cap Index719.73K1.40%588.00

Recent Insider Transactions

DateNameRoleActivityValue
Apr 04, 2025ELBAUM MARK Chief Capital Markets OfficerSell$42.18K
Apr 02, 2025SPECTOR DAVID Chairman & CEOSell$456.54K
Apr 02, 2025SPECTOR DAVID Chairman & CEOSell$60.66K
Mar 24, 2025Tidmore Abbie Chief Revenue OfficerSell$273.71K
Mar 06, 2025Follette James Chief Digital OfficerSell$100.01K

Insider Transactions Trends

DateBuySell
2026 Q1--
2025 Q1-3
2024 Q4-19
2024 Q3-13
2024 Q2-8

PFSI Ownership FAQ

Who Owns PennyMac Financial Services?

PennyMac Financial Services shareholders are primarily institutional investors at 29.48%, followed by 35.92% insiders and 34.60% retail investors. The average institutional ownership in PennyMac Financial Services's industry, Mortgage Stocks, is 46.95%, which PennyMac Financial Services falls below.

Who owns the most shares of PennyMac Financial Services?

PennyMac Financial Services’s largest shareholders are Mfn partners management, lp (4.53M shares, 8.85%), T. rowe price investment management (4.27M shares, 8.33%), and Vanguard group (2.89M shares, 5.64%). Together, they hold 22.83% of PennyMac Financial Services’s total shares outstanding.

Does Blackrock own PennyMac Financial Services?

Yes, BlackRock owns 4.35% of PennyMac Financial Services, totaling 2.2M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 208.15M$. In the last quarter, BlackRock increased its holdings by 82.51K shares, a 3.90% change.

Who is PennyMac Financial Services’s biggest shareholder by percentage of total assets invested?

Mfn partners management, lp is PennyMac Financial Services’s biggest shareholder by percentage of total assets invested, with 9.12% of its assets in 4.53M PennyMac Financial Services shares, valued at 462.88M$.

Who is the top mutual fund holder of PennyMac Financial Services shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of PennyMac Financial Services shares, with 2.71% of its total shares outstanding invested in 1.39M PennyMac Financial Services shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools