PennyMac Financial Services Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MFN PARTNERS MANAGEMENT, LP | 08/12/2026 | 4.53 M | $394.72 M | 0.00% | 8.73% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 3.92 M | $341.60 M | 8.92% | 7.55% |
| BLACKROCK, INC. | 08/07/2026 | 2.33 M | $202.74 M | 5.62% | 4.48% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.13 M | $185.57 M | 11.18% | 4.10% |
| DONALD SMITH & CO., INC. | 08/11/2026 | 1.88 M | $163.94 M | 37.17% | 3.62% |
| RUBRIC CAPITAL MANAGEMENT LP | 08/14/2026 | 1.70 M | $148.07 M | 3,006.33% | 3.27% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.66 M | $144.56 M | 0.10% | 3.20% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.29 M | $112.70 M | 0.10% | 2.49% |
| INVESCO LTD. | 08/14/2026 | 1.01 M | $87.72 M | 18.61% | 1.94% |
| STATE STREET CORP | 08/07/2026 | 922.21 K | $80.32 M | 7.59% | 1.78% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 819.76 K | $71.40 M | 22.38% | 1.58% |
| FMR LLC | 08/13/2026 | 807.59 K | $70.34 M | 7.77% | 1.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 758.66 K | $66.09 M | 7.16% | 1.46% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 650.00 K | $56.61 M | 50.29% | 1.25% |
| SYMMETRY INVESTMENTS LP | 08/14/2026 | 496.74 K | $43.27 M | 302.23% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 482.44 K | $42.02 M | 2.92% | 0.93% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 482.44 K | $42.02 M | 100.00% | 0.93% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 449.16 K | $39.12 M | -81.17% | 0.86% |
| SENVEST MANAGEMENT, LLC | 08/14/2026 | 401.76 K | $34.99 M | -21.01% | 0.77% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 397.79 K | $34.65 M | 49.21% | 0.77% |
| BLUECREST CAPITAL MANAGEMENT LTD | 08/14/2026 | 396.10 K | $34.50 M | 12.82% | 0.76% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 371.90 K | $32.39 M | -6.04% | 0.72% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 361.30 K | $31.47 M | -7.41% | 0.70% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 348.77 K | $30.38 M | 28.10% | 0.67% |
| MORGAN STANLEY | 08/13/2026 | 341.59 K | $29.75 M | 187.41% | 0.66% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 303.38 K | $26.42 M | 28.70% | 0.58% |
| PEAK6 LLC | 08/13/2026 | 296.60 K | $25.83 M | 3.49% | 0.57% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 286.23 K | $24.93 M | -24.56% | 0.55% |
| NORTHERN TRUST CORP | 08/13/2026 | 273.56 K | $23.83 M | 2.07% | 0.53% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 271.42 K | $23.64 M | -12.41% | 0.52% |
| CITADEL ADVISORS LLC | 09/02/2026 | 231.70 K | $20.18 M | 50.65% | 0.45% |
| KINETIC PARTNERS MANAGEMENT, LP | 08/14/2026 | 209.90 K | $18.28 M | -32.03% | 0.40% |
| JPMORGAN CHASE & CO | 08/12/2026 | 203.26 K | $17.62 M | 5.95% | 0.39% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 195.02 K | $16.99 M | -4.95% | 0.38% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 193.01 K | $16.81 M | 2.51% | 0.37% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 192.33 K | $16.75 M | -58.31% | 0.37% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 169.70 K | $14.78 M | 10.39% | 0.33% |
| K2 PRINCIPAL FUND, L.P. | 08/07/2026 | 159.77 K | $13.92 M | 97.24% | 0.31% |
| LIGHTROCK NETHERLANDS B.V. | 08/10/2026 | 152.71 K | $13.30 M | 0.33% | 0.29% |
| JANE STREET GROUP, LLC | 08/14/2026 | 148.50 K | $12.93 M | 18.71% | 0.29% |
| CITADEL ADVISORS LLC | 09/02/2026 | 140.30 K | $12.22 M | 107.24% | 0.27% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 129.36 K | $11.27 M | 271.05% | 0.25% |
| CLEARLINE CAPITAL LP | 08/14/2026 | 129.28 K | $11.26 M | 26.27% | 0.25% |
| JANE STREET GROUP, LLC | 08/14/2026 | 127.30 K | $11.09 M | 59.72% | 0.25% |
| MARSHALL WACE, LLP | 08/13/2026 | 126.73 K | $11.04 M | 120.38% | 0.24% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 08/07/2026 | 124.96 K | $10.88 M | -14.39% | 0.24% |
| INHERENT MANAGEMENT CORP. | 08/14/2026 | 120.00 K | $10.45 M | 100.00% | 0.23% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 08/14/2026 | 106.16 K | $9.25 M | 78.15% | 0.20% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 105.41 K | $9.18 M | 103.36% | 0.20% |
| EMG HOLDINGS, L.P. | 08/14/2026 | 100.00 K | $8.71 M | 100.00% | 0.19% |
PennyMac Financial Services Inc. institutional Ownership - FAQ's
During the previous two years, 326 institutional investors and hedge funds held shares of PennyMac Financial Services Inc.. The most heavily invested institutionals were:
MFN Partners Management, LP: 4.53 M
T. Rowe Price Investment Management, Inc.: 3.92 M
BlackRock, Inc.: 2.33 M
DIMENSIONAL FUND ADVISORS LP: 2.13 M
DONALD SMITH & CO., INC.: 1.88 M
Rubric Capital Management LP: 1.7 M
65.68% of PennyMac Financial Services Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 40.93 M shares in the last 24 months. This purchase volume represents approximately $3.56 B in transactions.