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PennyMac Financial Services, Inc. (PFSI) institutional ownership

Latest close $83.99 Jul 21, 2026
Market cap$5.0B 52-week range SectorFinancial Services
Funds holding · Q1 2026
267
reported PFSI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
124 buyers · 143 sellers

PennyMac Financial Services, Inc. (PFSI) price and institutional activity

Dates

Q1 2026

$0 bought by 124 investors
Millennium Management LLCDonald Smith & Co., Inc. +122 more
$0 sold by 143 investors
FMR LLCInvesco Ltd. +141 more
Bought Sold Totals per quarter; hover a bar for the names.

PennyMac Financial Services, Inc. (PFSI) institutional activity · 267

Investor Type Est. change Change Δ Own Date
Millennium Management LLC · Added
Change +2.3M Date Q1 2026
Millennium Management LLC Added· Q1 2026 +2.3M Q1 2026
FMR LLC · Reduced
Change −1.5M Δ Own −66.3% Date Q1 2026
FMR LLC Reduced· Q1 2026 −1.5M −66.3% Q1 2026
Donald Smith & Co., Inc. · New
Change +1.4M Date Q1 2026
Donald Smith & Co., Inc. New· Q1 2026 +1.4M Q1 2026
Citadel Advisors LLC Added· Q1 2026 +733K +172.3% Q1 2026
Invesco Ltd. · Reduced
Change −720K Δ Own −45.9% Date Q1 2026
Invesco Ltd. Reduced· Q1 2026 −720K −45.9% Q1 2026
140 Summer Partners LP · Exited
Change −670K Δ Own −100.0% Date Q1 2026
140 Summer Partners LP Exited· Q1 2026 −670K −100.0% Q1 2026
T. Rowe Price Associates · Reduced
Change −632K Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −632K Q1 2026
JPMorgan Chase & Co · Reduced
Change −407K Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −407K Q1 2026
Vanguard · Added
Change +363K Date Q1 2026
Vanguard Added· Q1 2026 +363K Q1 2026
Bluecrest Capital Management Ltd · New
Change +351K Date Q1 2026
Bluecrest Capital Management Ltd New· Q1 2026 +351K Q1 2026
Norges · Exited
Change −336K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −336K −100.0% Q1 2026
Susquehanna International Group, LLP · Added
Change +299K Date Q1 2026
Susquehanna International Group, LLP Added· Q1 2026 +299K Q1 2026
Senator Investment Group LP · Exited
Change −287K Δ Own −100.0% Date Q1 2026
Senator Investment Group LP Exited· Q1 2026 −287K −100.0% Q1 2026
Wellington Management Group LLP · New
Change +272K Date Q1 2026
Wellington Management Group LLP New· Q1 2026 +272K Q1 2026
Janus Henderson Group PLC · Added
Change +254K Date Q1 2026
Janus Henderson Group PLC Added· Q1 2026 +254K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 267

Famous investor activity in PennyMac Financial Services, Inc. (PFSI)

PennyMac Financial Services, Inc. (PFSI) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Hendry Gregory L. · Officer Sell −$189K
Price $86.89 Qty −2K Owned 49K ΔOwn −4.3% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Hendry Gregory L. Officer Sell $86.89 −2K −$189K 49K −4.3% Jul 1, 2026 Jul 2, 2026
Hendry Gregory L. · Officer 2 operations 0
Price $24.40 Owned 0 Trade date Jul 1, 2026 Filed date Jul 2, 2026
Hendry Gregory L. Officer 2 operations $24.40 0 0 Jul 1, 2026 Jul 2, 2026
Hendry Gregory L. · Officer Sell −$240K
Price $81.71 Qty −3K Owned 49K ΔOwn −5.7% Trade date Jun 22, 2026 Filed date Jun 24, 2026
Hendry Gregory L. Officer Sell $81.71 −3K −$240K 49K −5.7% Jun 22, 2026 Jun 24, 2026
Hendry Gregory L. · Officer 2 operations 0
Price $18.05 Owned 0 Trade date Jun 22, 2026 Filed date Jun 24, 2026
Hendry Gregory L. Officer 2 operations $18.05 0 0 Jun 22, 2026 Jun 24, 2026
Perotti Daniel Stanley · CFO Sell −$256K
Price $87.50 Qty −3K Owned 211K Trade date May 15, 2026 Filed date May 18, 2026
Perotti Daniel Stanley CFO Sell $87.50 −3K −$256K 211K May 15, 2026 May 18, 2026
Spector David · Director 3 operations −$880K
Price $86.88–$88.71 Qty −10K Owned 61K Trade date May 12, 2026 Filed date May 13, 2026
Spector David Director 3 operations $86.88–$88.71 −10K −$880K 61K May 12, 2026 May 13, 2026
Spector David · Director Other Form 4 events -25K
Owned 504K Trade date May 8, 2026 Filed date May 8, 2026
Spector David Director Other Form 4 events -25K 504K May 8, 2026 May 8, 2026
Nanji Farhad · Director Grant (A) $31K
Price $93.03 Qty 338 Owned 188K Trade date May 7, 2026 Filed date May 7, 2026
Nanji Farhad Director Grant (A) $93.03 338 $31K 188K May 7, 2026 May 7, 2026
Mazzella Joseph F. · Director Grant (A) $33K
Price $93.03 Qty 359 Owned 82K Trade date May 7, 2026 Filed date May 7, 2026
Mazzella Joseph F. Director Grant (A) $93.03 359 $33K 82K May 7, 2026 May 7, 2026
Chandra Sunil · Director Grant (A) $31K
Price $93.03 Qty 336 Owned 5K Trade date May 7, 2026 Filed date May 7, 2026
Chandra Sunil Director Grant (A) $93.03 336 $31K 5K May 7, 2026 May 7, 2026
Spector David · Director 2 operations −$928K
Price $92.80–$93.47 Qty −10K Owned 71K Trade date Apr 14, 2026 Filed date Apr 15, 2026
Spector David Director 2 operations $92.80–$93.47 −10K −$928K 71K Apr 14, 2026 Apr 15, 2026
Spector David · Director, Officer 6 operations −$1.9M
Price $85.26–$86.93 Qty −22K Owned 81K Trade date Mar 6, 2026 Filed date Mar 9, 2026
Spector David Director, Officer 6 operations $85.26–$86.93 −22K −$1.9M 81K Mar 6, 2026 Mar 9, 2026
Stark Derek · Officer Sell −$93K
Price $87.66 Qty −1K Owned 21K Trade date Mar 3, 2026 Filed date Mar 3, 2026
Stark Derek Officer Sell $87.66 −1K −$93K 21K Mar 3, 2026 Mar 3, 2026
Stark Derek · Officer Tax withholding or exercise payment (F) -$43K
Price $91.93 Qty -467 Owned 22K Trade date Feb 28, 2026 Filed date Mar 3, 2026
Stark Derek Officer Tax withholding or exercise payment (F) $91.93 -467 -$43K 22K Feb 28, 2026 Mar 3, 2026
Elbaum Mark · Officer Tax withholding or exercise payment (F) -$7K
Price $91.93 Qty -71 Owned 5K Trade date Feb 28, 2026 Filed date Mar 3, 2026
Elbaum Mark Officer Tax withholding or exercise payment (F) $91.93 -71 -$7K 5K Feb 28, 2026 Mar 3, 2026
15 of 118
15 of 118 Sign in to continue to older insider transactions.

PennyMac Financial Services, Inc. (PFSI) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
T. Rowe Price Investment Management, Inc. 4.5M
% of shares outstanding 8.8% Filing date Nov 14, 2024
T. Rowe Price Investment Management, Inc. 4.5M 8.8% Nov 14, 2024
Mfn Partners, LP 4.5M
% of shares outstanding 8.6% Filing date Aug 8, 2022
Mfn Partners, LP 4.5M 8.6% Aug 8, 2022
Dimensional Fund Advisors LP 2.7M
% of shares outstanding 5.4% Filing date Feb 9, 2024
Dimensional Fund Advisors LP 2.7M 5.4% Feb 9, 2024
Vanguard Group Inc 2.6M
% of shares outstanding 5.2% Filing date Feb 13, 2024
Vanguard Group Inc 2.6M 5.2% Feb 13, 2024
BlackRock Inc. 2.2M
% of shares outstanding 3.5% Filing date Feb 24, 2022
BlackRock Inc. 2.2M 3.5% Feb 24, 2022
Senvest Management, LLC 1.2M
% of shares outstanding 2.4% Filing date Feb 9, 2024
Senvest Management, LLC 1.2M 2.4% Feb 9, 2024
Kurland Family Investments, LLC 147K
% of shares outstanding 1.0% Filing date Nov 19, 2021
Kurland Family Investments, LLC 147K 1.0% Nov 19, 2021
T. Rowe Price Associates 150K
% of shares outstanding 0.3% Filing date Feb 14, 2023
T. Rowe Price Associates 150K 0.3% Feb 14, 2023
8 of 8

PennyMac Financial Services, Inc. (PFSI) ownership FAQ

Who owns PFSI?

267 reporting institutions disclosed PFSI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.