PennyMac Financial Services, Inc. (PFSI) Institutional Ownership & Insider Trading

230 institutions reported holding PennyMac Financial Services, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 63 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

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Market cap: 3.3B
P/E TTM: 8.8
Dividend yield: 1.9%
52-week: —
Next earnings: 29 Oct, in 5 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

230 institutions held 64.7% of the shares. Across filers that reported both quarters, shares held changed +0.5%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	230	34	+0.5%	90	24	65	30
Mar 26	230	34	+5.9%	83	33	68	67
Dec 25	259	32	-3.0%	76	48	72	13
Sep 25	225	33	+7.2%	68	39	59	28
Jun 25	215	31	-2.6%	77	40	58	20
Mar 25	200	31	+4.1%	65	18	65	25
Dec 24	205	30	-4.0%	55	22	78	24
Sep 24	199	30	+4.5%	62	37	52	20

PennyMac Financial Services, Inc. — questions

Who owns PennyMac Financial Services, Inc. stock?: 230 institutions reported PennyMac Financial Services, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: MFN Partners Management, LP (8.7%), T. Rowe Price Investment Management, Inc. (7.5%), BlackRock, Inc. (4.5%).
Are PennyMac Financial Services, Inc. insiders buying or selling?: 63 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from PennyMac Financial Services, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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