PennyMac Financial Services, Inc.
PennyMac Financial Services, Inc. (PFSI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · PFSI · as of Sep 30, 2025
Ownership Breakdown
251
Institutional Holders
▲ 9 vs Q2
$3.96B
Total Inst. Value
▲ $889.67M vs Q2
51.92M
Shares Outstanding
freeFloat 95.72%
32.26M
13F Shares Held
▲ 1.15M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
PFSI largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MFN PARTNERS MANAGEMENT, LP mortgage bankers & loan correspondents | 4.53M | 8.77% | 8.77% | $561.40B | Nov 13, 2025 | — held |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. mortgage bankers & loan correspondents | 3.74M | 7.24% | 7.24% | $463.57B | Nov 14, 2025 | ▼ 675.7K |
VANGUARD GROUP INC mortgage bankers & loan correspondents | 2.82M | 5.46% | 5.46% | $349.34B | Nov 7, 2025 | ▼ 79.6K |
FMR LLC mortgage bankers & loan correspondents | 2.47M | 4.79% | 4.79% | $306.35B | Nov 13, 2025 | ▲ 1.05M |
BLACKROCK, INC. mortgage bankers & loan correspondents | 2.17M | 4.20% | 4.20% | $268.97B | Nov 12, 2025 | ▼ 71.2K |
DIMENSIONAL FUND ADVISORS LP mortgage bankers & loan correspondents | 1.87M | 3.62% | 3.62% | $231.43B | Nov 12, 2025 | ▲ 3.3K |
INVESCO LTD. mortgage bankers & loan correspondents | 1.46M | 2.83% | 2.83% | $181.25B | Nov 13, 2025 | ▲ 226.6K |
STATE STREET CORP mortgage bankers & loan correspondents | 856.1K | 1.66% | 1.66% | $106.05B | Nov 14, 2025 | ▼ 35.1K |
GOLDMAN SACHS GROUP INC mortgage bankers & loan correspondents | 706.5K | 1.37% | 1.37% | $87.52B | Nov 14, 2025 | ▲ 63.7K |
GEODE CAPITAL MANAGEMENT, LLC mortgage bankers & loan correspondents | 695.5K | 1.35% | 1.35% | $86.17B | Nov 12, 2025 | ▼ 26.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
23
Increased
+3.59M shares2
New Positions
first time holders20
Decreased
−1.29M shares0
Sold Out
fully exitedNet shares change (top 50)
+2.30M
+3.59M / −1.29M
Net new holders
+5
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
PFSI insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Perotti Daniel Stanley Chief Financial Officer | May 15, 2026 | Sale | 2,925 | $87.50 | $255.9K | 210.6K | Form 4 ↗ |
SPECTOR DAVID Chairman & CEO | May 12, 2026 | Sale | 2,772 | $86.88 | $240.8K | 67.8K | Form 4 ↗ |
SPECTOR DAVID Chairman & CEO | May 12, 2026 | Sale | 3,144 | $88.02 | $276.7K | 64.7K | Form 4 ↗ |
SPECTOR DAVID Chairman & CEO | May 12, 2026 | Sale | 4,084 | $88.71 | $362.3K | 60.6K | Form 4 ↗ |
SPECTOR DAVID Chairman & CEO | May 8, 2026 | J-Other | 25,000 | — | — | 504.4K | Form 4 ↗ |
NANJI FARHAD director | May 7, 2026 | Award | 338 | $93.03 | $31.4K | 187.8K | Form 4 ↗ |
MAZZELLA JOSEPH F director | May 7, 2026 | Award | 359 | $93.03 | $33.4K | 81.9K | Form 4 ↗ |
Chandra Sunil director | May 7, 2026 | Award | 336 | $93.03 | $31.3K | 4.8K | Form 4 ↗ |
SPECTOR DAVID Chairman & CEO | Apr 14, 2026 | Sale | 9,583 | $92.80 | $889.3K | 71.0K | Form 4 ↗ |
SPECTOR DAVID Chairman & CEO | Apr 14, 2026 | Sale | 417 | $93.47 | $39.0K | 70.6K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
PennyMac Financial Services, Inc. (PFSI) is primarily owned by institutional investors, who hold approximately 62.1% of total shares outstanding. Company insiders own approximately 4.28%, while retail and public investors account for the remaining 33.60%.
The largest institutional shareholder of PennyMac Financial Services, Inc. is MFN PARTNERS MANAGEMENT, LP, holding approximately 4.53 million shares — equal to 8.77% of outstanding shares — as of September 30, 2025.
A total of 251 institutional investors currently hold PFSI stock, with a combined institutional value of approximately $3.96 billion as of the most recent 13F filing period.
Frequently asked questions
PFSI ownershipPennyMac Financial Services, Inc. (PFSI) is primarily owned by institutional investors, who hold approximately 62.1% of shares. The largest shareholder is MFN PARTNERS MANAGEMENT, LP with a 8.77% stake. Company insiders hold 4.28%. Data sourced from SEC Form 13F as of September 30, 2025.