PennyMac Financial Services, Inc. (PFSI) Ownership
PFSI ownership summary
as of October 18, 2026- Institutions
- 66.6% of shares outstanding
- Insiders
- 34.56% of shares outstanding
- Shares outstanding
- 52.0M
- Float
- 27.4M shares available to trade
- Short interest
- 11.27% 3.3M shares short
- Days to cover
- 5.64 short interest up 13.8% vs prior month
- Institutions 66.56%
- Insiders 34.56%
PFSI top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | MFN Partners Management, LP | 8.72% | 4.5M | $273.4M | — | June 30, 2026 |
| 2 | T. Rowe Price Investment Management,Inc. | 7.55% | 3.9M | $236.6M | +321,131 (+8.9%) | June 30, 2026 |
| 3 | BlackRock Inc | 4.48% | 2.3M | $140.4M | +123,932 (+5.6%) | June 30, 2026 |
| 4 | Dimensional Fund Advisors, Inc. | 4.10% | 2.1M | $128.5M | +214,300 (+11.2%) | June 30, 2026 |
| 5 | Donald Smith & Co Inc | 3.62% | 1.9M | $113.5M | +509,997 (+37.2%) | June 30, 2026 |
| 6 | Rubric Capital Management LP | 3.27% | 1.7M | $102.5M | +1.6M (+3,006.3%) | June 30, 2026 |
| 7 | Vanguard Portfolio Management, LLC | 3.19% | 1.7M | $100.1M | +1,592 (+0.1%) | June 30, 2026 |
| 8 | Vanguard Capital Management, LLC | 2.49% | 1.3M | $78.0M | +1,283 (+0.1%) | June 30, 2026 |
| 9 | Amvescap Plc. | 1.94% | 1.0M | $60.8M | +158,040 (+18.6%) | June 30, 2026 |
| 10 | State Street Corp | 1.78% | 922K | $55.6M | +65,060 (+7.6%) | June 30, 2026 |
| 11 | The Goldman Sachs Group Inc | 1.58% | 820K | $49.4M | +149,912 (+22.4%) | June 30, 2026 |
| 12 | FMR Inc | 1.55% | 808K | $48.7M | +58,244 (+7.8%) | June 30, 2026 |
| 13 | Geode Capital Management, LLC | 1.46% | 759K | $45.8M | +50,720 (+7.2%) | June 30, 2026 |
| 14 | American Century Companies Inc | 1.25% | 650K | $39.2M | +217,510 (+50.3%) | June 30, 2026 |
| 15 | Symmetry Investments LP | 0.96% | 497K | $30.0M | +373,246 (+302.2%) | June 30, 2026 |
| 16 | Charles Schwab Investment Management Inc | 0.93% | 482K | $29.1M | +13,669 (+2.9%) | June 30, 2026 |
| 17 | Millennium Management LLC | 0.86% | 449K | $27.1M | −1.9M (−81.2%) | June 30, 2026 |
| 18 | RIMA MANAGEMENT, LLC | 0.77% | 402K | $24.2M | −106,876 (−21.0%) | June 30, 2026 |
| 19 | Ameriprise Financial Inc | 0.77% | 398K | $24.0M | +131,192 (+49.2%) | June 30, 2026 |
| 20 | BlueCrest Capital Management Ltd. | 0.76% | 396K | $23.9M | +45,008 (+12.8%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 17 holders added 4.1M shares and 2 cut 2.0M.
PFSI top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 2.49% | 1.3M | $78.0M | +13,800 (+1.1%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 1.76% | 913K | $55.1M | −1,514 (−0.2%) | August 31, 2026 |
| 3 | T. Rowe Price Small-Cap Stock | 1.60% | 834K | $50.3M | −4,794 (−0.6%) | September 30, 2026 |
| 4 | iShares Russell 2000 ETF | 1.55% | 807K | $48.7M | +20,854 (+2.7%) | September 30, 2026 |
| 5 | Fidelity Small Cap Value Fund | 1.26% | 652K | $39.3M | +652,143 (0.0%) | July 31, 2026 |
| 6 | Vanguard Small Cap Index | 1.24% | 643K | $38.8M | −13,299 (−2.0%) | September 30, 2026 |
| 7 | Vanguard Selected Value Inv | 0.92% | 480K | $28.9M | +177,656 (+58.8%) | June 30, 2026 |
| 8 | T. Rowe Price Instl Small-Cap Stock | 0.86% | 448K | $27.0M | −10,843 (−2.4%) | September 30, 2026 |
| 9 | Vanguard MStar Small Cap Value Index | 0.81% | 419K | $25.3M | +1,340 (+0.3%) | September 30, 2026 |
| 10 | Invesco Main Street Small Cap R6 | 0.76% | 396K | $23.9M | — | August 31, 2026 |
| 11 | Avantis US Small Cap Value ETF | 0.75% | 388K | $23.4M | +600 (+0.2%) | September 30, 2026 |
| 12 | Fidelity Stock Selector Small Cap | 0.74% | 387K | $23.3M | +26,200 (+7.3%) | July 31, 2026 |
| 13 | DFA US Small Cap Value I | 0.69% | 359K | $21.6M | +59,761 (+20.0%) | August 31, 2026 |
| 14 | Columbia Small Cap Value Discv A | 0.66% | 344K | $20.8M | +66,570 (+24.0%) | August 31, 2026 |
| 15 | Fidelity Small Cap Index | 0.63% | 328K | $19.8M | +2,438 (+0.7%) | July 31, 2026 |
| 16 | DFA US Targeted Value I | 0.59% | 307K | $18.5M | — | August 31, 2026 |
| 17 | iShares Russell 2000 Value ETF | 0.54% | 282K | $17.0M | +428 (+0.2%) | September 30, 2026 |
| 18 | Dimensional US Targeted Value ETF | 0.51% | 264K | $15.9M | — | September 30, 2026 |
| 19 | Dimensional US Small Cap Value ETF | 0.46% | 237K | $14.3M | — | September 24, 2026 |
| 20 | DFA US Small Cap I | 0.44% | 230K | $13.9M | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
PFSI insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-14 | David Spector | Sell | $92.83 | 10,000 | $928,300 |
| 2026-03-06 | David Spector | Sell | $86.39 | 12,436 | $1.1M |
| 2026-03-06 | David Spector | Sell | $86.39 | 10,000 | $863,900 |
| 2026-03-03 | Derek Stark | Sell | $87.66 | 1,066 | $93,446 |
| 2026-02-25 | Derek Stark | Sell | $91.50 | 1,903 | $174,124 |
| 2026-02-19 | David Spector | Sell | $94.52 | 2,950 | $278,834 |
| 2026-02-19 | David Spector | Sell | $94.50 | 10,000 | $945,000 |
| 2026-02-17 | Daniel Stanley Perotti | Sell | $93.30 | 2,925 | $272,902 |
| 2026-02-12 | Patrick Kinsella | Buy | $89.15 | 2,250 | $200,588 |
| 2026-01-13 | David Spector | Sell | $145.19 | 10,000 | $1.5M |
| 2025-12-18 | Gregory L Hendry | Sell | $131.64 | 3,530 | $464,689 |
| 2025-12-16 | David Spector | Sell | $129.81 | 5,000 | $649,050 |
| 2025-11-25 | Doug Jones | Sell | $132.63 | 20,000 | $2.7M |
| 2025-11-17 | Daniel Stanley Perotti | Sell | $126.67 | 8,775 | $1.1M |
| 2025-11-12 | David Spector | Sell | $129.26 | 5,000 | $646,300 |
| 2025-11-10 | Doug Jones | Sell | $127.56 | 23,453 | $3.0M |
| 2025-11-05 | Doug Jones | Sell | $126.09 | 4,318 | $544,457 |
| 2025-10-24 | Anne Mccallion | Sell | $131.55 | 27,771 | $3.7M |
| 2025-10-24 | Daniel Stanley Perotti | Sell | $131.36 | 26,011 | $3.4M |
| 2025-10-23 | David Spector | Sell | $128.07 | 71,161 | $9.1M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
PFSI shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns PFSI
Institutional investors own 66.6% of PennyMac Financial Services's shares and insiders 34.56%. The largest holder is MFN Partners Management, LP with 8.72% of the shares (4.5M), as of June 30, 2026. Among the top 20 institutions, 17 added shares and 2 reduced their stake in the latest filings. Short interest is 11.27% of the float, or 5.64 days of average trading volume. The share count fell 28.7% since 2014.
Related: PFSI analyst forecast, PFSI key metrics, PFSI dividend history. See the PFSI stock overview for the latest quote and news.
PFSI ownership FAQ
Who owns the most PennyMac Financial Services stock?
The largest shareholders of PennyMac Financial Services are MFN Partners Management, LP (8.72%), T. Rowe Price Investment Management,Inc. (7.55%), BlackRock Inc (4.48%), Dimensional Fund Advisors, Inc. (4.10%), Donald Smith & Co Inc (3.62%).
What percentage of PennyMac Financial Services is owned by institutions?
Institutions hold 66.6% of PennyMac Financial Services's shares outstanding; insiders hold 34.56%.
Which funds own PennyMac Financial Services?
The largest fund holders of PennyMac Financial Services are T. Rowe Price Small-Cap Value (2.49%), Vanguard MStar Total Stk Mkt Idx Invest (1.76%), T. Rowe Price Small-Cap Stock (1.60%), iShares Russell 2000 ETF (1.55%), Fidelity Small Cap Value Fund (1.26%).
What is PennyMac Financial Services's short interest?
3.3M shares of PennyMac Financial Services were sold short, 11.27% of the float; at the average daily volume it would take 5.64 days to cover.
Are insiders buying or selling PennyMac Financial Services?
Of the latest 20 reported insider transactions in PennyMac Financial Services (since October 23, 2025), 1 were purchases and 19 were sales.
How many shares of PennyMac Financial Services are outstanding?
PennyMac Financial Services has 52.0M shares outstanding, of which 27.4M are in the public float.