PFSI · NYSE · Financial - Mortgages

PennyMac Financial Services (PFSI)

Produces and services U.S. residential mortgages across correspondent, broker, and consumer-direct channels.

$65.55
vs last close−1.42 (−2.11%)

13F · 13D/G · Form 4

Institutions65.66%34.11M shares
253 holders · as of Jun 30, 2026
Insiders4.41%2.29M shares
22 holders · as of Aug 4, 2026
Strategic holders4.26%2.21M shares
1 holder · as of Feb 24, 2022
Other25.67%13.34M shares
remainder

51.95M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
MFN Partners Management, LPInstitution
8.72%4.53Mas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
7.55%3.92Mas of Jun 30, 2026
BlackRock, Inc.Institution
4.48%2.33Mas of Jun 30, 2026
BlackRock Inc.1Strategic10 percent owner
4.26%2.21Mfiled Feb 24, 2022
Dimensional Fund Advisors LPInstitution
4.10%2.13Mas of Jun 30, 2026
Donald Smith & Co., Inc.Institution
3.62%1.88Mas of Jun 30, 2026
Rubric Capital Management LPInstitution
3.27%1.70Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
3.19%1.66Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.49%1.29Mas of Jun 30, 2026
Invesco Ltd.Institution
1.94%1.01Mas of Jun 30, 2026
State Street CorpInstitution
1.78%922,212as of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.58%819,763as of Jun 30, 2026
FMR LLCInstitution
1.55%807,585as of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.46%758,664as of Jun 30, 2026
Farhad NanjiInsiderdirector
1.27%599,992 · 60,341filed Aug 4, 2026
American Century Companies IncInstitution
1.25%649,995as of Jun 30, 2026
David SpectorInsiderdirector, officer: Chairman & CEO
1.12%540,005 · 39,641filed Aug 4, 2026
Symmetry Investments LPInstitution
0.96%496,742as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.93%482,441as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.93%482,441as of Jun 30, 2026
Millennium Management LLCInstitution
0.86%449,157as of Jun 30, 2026
Doug JonesInsiderdirector, officer: Director, President & CMBO
0.85%439,088filed Mar 3, 2026
Senvest Management, LLCInstitution
0.77%401,757as of Jun 30, 2026
Ameriprise Financial IncInstitution
0.77%397,792as of Jun 30, 2026
Bluecrest Capital Management LtdInstitution
0.76%396,103as of Jun 30, 2026
  1. BlackRock Inc.'s transaction reports restate only vehicles that traded; the 2022 ownership statement (2.21M) is used instead.

13F, as of Jun 30, 2026

253 holders · 34.11M shares · 33 new positions · 130 increased · 74 reduced · 38 closed

HolderShares% outstandingChg q/qFiled
MFN Partners Management, LP4.53M8.72%0Aug 12, 2026
T. Rowe Price Investment Management, Inc.3.92M7.55%+321.1KAug 14, 2026
BlackRock, Inc.2.33M4.48%+123.9KAug 7, 2026
Dimensional Fund Advisors LP2.13M4.10%+214.3KAug 11, 2026
Donald Smith & Co., Inc.1.88M3.62%+510.0KAug 11, 2026
Rubric Capital Management LP1.70M3.27%+1.65MAug 14, 2026
Vanguard Portfolio Management LLC1.66M3.19%+1.6KAug 13, 2026
Vanguard Capital Management LLC1.29M2.49%+1.3KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
T. Rowe Price Investment Management, Inc.7.20%3.75M13GNov 14, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 1, 2026
Gregory L. Hendryofficer: MD, Chief Accounting Officer
Sale2,177$86.8948,968
Jun 22, 2026
Gregory L. Hendryofficer: MD, Chief Accounting Officer
Sale2,943$81.7148,968
May 15, 2026
Daniel Stanley Perottiofficer: Chief Financial Officer
Sale2,925$87.50210,625
May 12, 2026
David Spectordirector, officer: Chairman & CEO
Sale · 3 lots10,000$87.9960,604
Apr 14, 2026
David Spectordirector, officer: Chairman & CEO
Sale · 2 lots10,000$92.8370,604
Mar 6, 2026
David Spectordirector, officer: Chairman & CEO
Sale · 6 lots22,436$86.39610,005
Mar 3, 2026
Derek Starkofficer: Chief Legal Officer
Sale1,066$87.6620,944
Feb 25, 2026
Derek Starkofficer: Chief Legal Officer
Sale1,903$91.5022,477
Feb 19, 2026
David Spectordirector, officer: Chairman & CEO
Sale · 6 lots12,950$94.51632,336
Feb 17, 2026
Daniel Stanley Perottiofficer: Chief Financial Officer
Sale2,925$93.30213,550

House and Senate disclosures

Not reported.