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 | 02/12/2026 | 4.53 M | $597.47 M | 0.00% | 8.76% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 3.60 M | $475.10 M | -3.70% | 6.93% |
| VANGUARD GROUP INC | 01/29/2026 | 2.83 M | $373.47 M | 0.45% | 5.45% |
| FMR LLC | 02/17/2026 | 2.23 M | $293.56 M | -9.96% | 4.28% |
| BLACKROCK, INC. | 02/12/2026 | 2.21 M | $291.72 M | 1.91% | 4.26% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.79 M | $235.92 M | -4.22% | 3.46% |
| INVESCO LTD. | 02/19/2026 | 1.57 M | $206.88 M | 7.25% | 3.02% |
| STATE STREET CORP | 02/13/2026 | 814.16 K | $107.34 M | -4.90% | 1.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 692.30 K | $91.29 M | -0.46% | 1.33% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 671.03 K | $88.47 M | -2.92% | 1.29% |
| 140 SUMMER PARTNERS LP | 02/17/2026 | 669.89 K | $88.32 M | 50.15% | 1.29% |
| JPMORGAN CHASE & CO | 02/11/2026 | 598.53 K | $78.91 M | -7.62% | 1.15% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 563.92 K | $74.35 M | -20.18% | 1.08% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 550.93 K | $72.63 M | -4.77% | 1.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 496.20 K | $65.42 M | -1.35% | 0.95% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 441.40 K | $58.19 M | -1.82% | 0.85% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 426.98 K | $56.29 M | -0.56% | 0.82% |
| CITADEL ADVISORS LLC | 02/17/2026 | 425.28 K | $56.07 M | -37.66% | 0.82% |
| SENVEST MANAGEMENT, LLC | 02/12/2026 | 417.33 K | $55.02 M | 0.00% | 0.81% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 346.77 K | $45.72 M | -6.10% | 0.67% |
| NORGES BANK | 02/10/2026 | 335.91 K | $44.29 M | 100.00% | 0.65% |
| BOSTON PARTNERS | 02/13/2026 | 323.82 K | $43.42 M | -25.56% | 0.62% |
| SENATOR INVESTMENT GROUP LP | 02/13/2026 | 287.09 K | $37.85 M | 12.43% | 0.55% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 285.70 K | $37.67 M | -2.09% | 0.55% |
| NORTHERN TRUST CORP | 02/17/2026 | 259.25 K | $34.18 M | -8.47% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 255.90 K | $33.74 M | -20.39% | 0.49% |
| LIMESTONE INVESTMENT ADVISORS LP | 02/17/2026 | 250.00 K | $261.26 K | 0.00% | 0.48% |
| GOLDENTREE ASSET MANAGEMENT LP | 02/17/2026 | 227.38 K | $29.92 M | -23.30% | 0.44% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 215.99 K | $28.48 M | -24.90% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 213.17 K | $28.10 M | -31.44% | 0.41% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 197.60 K | $26.05 M | 229.51% | 0.38% |
| PEAK6 LLC | 03/12/2026 | 184.40 K | $24.31 M | -1.28% | 0.35% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/17/2026 | 183.47 K | $24.19 M | -10.45% | 0.35% |
| NUVEEN, LLC | 02/12/2026 | 150.28 K | $19.81 M | -6.80% | 0.29% |
| MORGAN STANLEY | 02/13/2026 | 144.09 K | $19.00 M | 25.00% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 138.53 K | $18.26 M | -25.65% | 0.27% |
| FLAT FOOTED LLC | 02/17/2026 | 130.00 K | $17.14 M | 100.00% | 0.25% |
| KINETIC PARTNERS MANAGEMENT, LP | 02/17/2026 | 125.90 K | $16.60 M | 43.07% | 0.24% |
| LIGHTROCK NETHERLANDS B.V. | 01/26/2026 | 124.31 K | $16.39 M | -6.19% | 0.24% |
| TWIN TREE MANAGEMENT, LP | 02/11/2026 | 112.70 K | $14.86 M | 0.00% | 0.22% |
| BW GESTAO DE INVESTIMENTOS LTDA. | 02/10/2026 | 90.00 K | $11.87 M | 100.00% | 0.17% |
| JANE STREET GROUP, LLC | 02/12/2026 | 90.26 K | $11.90 M | 100.00% | 0.17% |
| CONCENTRIC CAPITAL STRATEGIES, LP | 02/17/2026 | 86.48 K | $11.40 M | 420.32% | 0.17% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 86.39 K | $11.39 M | -2.65% | 0.17% |
| UBS GROUP AG | 01/29/2026 | 84.54 K | $11.15 M | -49.18% | 0.16% |
| DARK FOREST CAPITAL MANAGEMENT LP | 02/17/2026 | 83.39 K | $10.99 M | 226.75% | 0.16% |
| JANE STREET GROUP, LLC | 02/12/2026 | 79.90 K | $10.53 M | 86.68% | 0.15% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 75.10 K | $9.90 M | -2.49% | 0.14% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 72.20 K | $9.52 M | 0.00% | 0.14% |
| INTERVAL PARTNERS, LP | 02/17/2026 | 68.32 K | $9.01 M | 116.40% | 0.13% |
PennyMac Financial Services Inc. institutional Ownership - FAQ's
During the previous two years, 336 institutional investors and hedge funds held shares of PennyMac Financial Services Inc.. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 235,734
UBS Group AG: 183,736
BW Gestao de Investimentos Ltda.: 87,500
Nuveen, LLC: 65,644
IMC-Chicago, LLC: 52,671
Y-Intercept (Hong Kong) Ltd: 43,605
60.51% of PennyMac Financial Services Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 35.43 M shares in the last 24 months. This purchase volume represents approximately $3.08 B in transactions.