PennyMac Financial Services, Inc.
PFSI- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001745916
No open-market purchases or sales by PennyMac Financial Services, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.
Holders of 5% or more of PFSI
Holders whose latest Schedule 13D or 13G filing reports 5% or more of PennyMac Financial Services, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 13G/A | 7.20%3.75M shares | – | Feb 14, 20234 filings | Nov 14, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
25 Schedule 13D and 13G filings on PennyMac Financial Services, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Apr 1, 20264:59 PM ET | Millennium Management LLCand 2 others | 13G | 4.90%2.54M shares | NewBelow 5% | Mar 27, 2026 | SEC |
| Mar 27, 202611:22 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Nov 14, 202512:18 PM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 7.20%3.75M shares | – | Sep 30, 2025 | SEC |
| Jan 23, 20253:55 PM ET | Dimensional Fund Advisors LP | 13G/A | 4.20%2.15M shares | –Below 5% | Dec 31, 2024 | SEC |
| Nov 14, 2024 | T. Rowe Price Investment Management, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2024 | T. Rowe Price Investment Management, Inc. | 13GOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13GOld format | – | – | – | SEC |
| Feb 9, 2024 | Senvest Management, LLC | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2024 | Dimensional Fund Advisors LP | 13GOld format | – | New | – | SEC |
| Feb 14, 2023 | T. Rowe Price Investment Management, Inc. | 13GOld format | – | New | – | SEC |
| Feb 14, 2023 | Price T Rowe Associates Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 27, 2023 | Senvest Management, LLC | 13GOld format | – | New | – | SEC |
| Aug 8, 2022 | MFN Partners, LP | 13D/AOld format | – | – | – | SEC |
| Feb 24, 20225:23 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Price T Rowe Associates Inc | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2022 | MFN Partners, LP | 13D/AOld format | – | – | – | SEC |
| Nov 23, 2021 | MFN Partners, LP | 13D/AOld format | – | – | – | SEC |
| Nov 19, 2021 | Kurland Family Investments, LLC | 13G/AOld format | – | – | – | SEC |
| Jun 25, 2021 | MFN Partners, LP | 13DOld format | – | New | – | SEC |
| Feb 16, 2021 | Kurland Family Investments, LLC | 13GOld format | – | New | – | SEC |
| Feb 16, 2021 | Price T Rowe Associates Inc | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13GOld format | – | New | – | SEC |
| Feb 2, 20213:13 PM ET | BlackRock Inc. | 13GOld format | – | New | – | SEC |
Form 144: proposed insider sales
90 notices from officers, directors and other affiliates planning to sell PennyMac Financial Services, Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Aug 4, 20264:42 PM ET | Mazzella Joseph FOfficer | 3.40K | $263.2K | Aug 4, 2026 | Merrill Lynch | SEC |
| Jul 1, 20264:16 PM ET | Hendry Gregory LOfficer | 2.18K | $189.2K | Jul 1, 202610b5-1 | Merrill Lynch | SEC |
| Jun 22, 20264:09 PM ET | Hendry Gregory LOfficer | 2.94K | $240.5K | Jun 22, 202610b5-1 | Merrill Lynch | SEC |
| May 15, 20264:24 PM ET | Perotti Daniel StanleyOfficer | 2.92K | $255.9K | May 15, 202610b5-1 | Merrill Lynch | SEC |
| May 12, 20265:39 PM ET | David SpectorOfficer | 10.0K | $886.3K | May 12, 202610b5-1 | Goldman Sachs & Co. LLC | SEC |
| Apr 14, 20264:53 PM ET | David SpectorOfficer | 10.0K | $926.7K | Apr 14, 202610b5-1 | Goldman Sachs & Co. LLC | SEC |
| Apr 9, 20264:26 PM ET | Elbaum MarkOfficer | 419 | $38.6K | Apr 8, 2026 | Merrill Lynch | SEC |
| Mar 6, 20264:35 PM ET | David SpectorOfficer | 22.4K | $1.93M | Mar 6, 202610b5-1 | Goldman Sachs & Co. LLC | SEC |
| Mar 3, 20264:43 PM ET | Stark DerekOfficer | 1.07K | $93.4K | Mar 3, 202610b5-1 | Merrill Lynch | SEC |
| Feb 25, 20264:23 PM ET | Stark DerekOfficer | 1.90K | $174.1K | Feb 25, 202610b5-1 | Merrill Lynch | SEC |
| Feb 19, 20265:21 PM ET | David SpectorOfficer | 12.9K | $1.22M | Feb 19, 202610b5-1 | Goldman Sachs & Co. LLC | SEC |
| Feb 17, 20264:19 PM ET | Perotti Daniel StanleyOfficer | 2.92K | $272.9K | Feb 17, 202610b5-1 | Merrill Lynch | SEC |
| Jan 13, 20264:33 PM ET | David SpectorOfficer | 10.0K | $1.46M | Jan 13, 202610b5-1 | Goldman Sachs & Co. LLC | SEC |
| Dec 18, 20254:03 PM ET | Hendry Gregory LOfficer | 3.53K | $464.7K | Dec 18, 2025 | Merrill Lynch | SEC |
| Nov 25, 20255:06 PM ET | Jones DougOfficer | 20.0K | $2.65M | Nov 25, 2025 | Merrill Lynch | SEC |
| Nov 17, 20255:34 PM ET | Perotti Daniel StanleyOfficer | 8.78K | $1.11M | Nov 17, 202510b5-1 | Merrill Lynch | SEC |
| Nov 10, 20254:42 PM ET | Jones DougOfficer | 23.5K | $2.99M | Nov 10, 2025 | Merrill Lynch | SEC |
| Nov 5, 20255:06 PM ET | Jones DougOfficer | 4.32K | $544.5K | Nov 5, 2025 | Merrill Lynch | SEC |
| Oct 24, 20254:28 PM ET | McCallion AnneDirector | 27.8K | $3.68M | Oct 24, 2025 | Merrill Lynch | SEC |
| Oct 24, 20254:22 PM ET | Perotti Daniel StanleyOfficer | 26.0K | $3.42M | Oct 24, 202510b5-1 | Merrill Lynch | SEC |
| Oct 23, 20255:26 PM ET | Spector DavidOfficer · Director | 71.2K | $9.11M | Oct 23, 2025 | Merrill Lynch | SEC |
| Oct 22, 20254:33 PM ET | Perotti Daniel StanleyOfficer | 13.1K | $1.71M | Oct 22, 202510b5-1 | Merrill Lynch | SEC |
| Sep 23, 20254:43 PM ET | David SpectorOfficer | 20.0K | $2.46M | Sep 23, 202510b5-1 | Goldman Sachs & Co. LLC | SEC |
| Sep 5, 20254:28 PM ET | Perotti Daniel StanleyOfficer | 2.92K | $341.1K | Sep 5, 202510b5-1 | Merrill Lynch | SEC |
| Sep 2, 20255:01 PM ET | Perotti Daniel StanleyOfficer | 5.85K | $633.0K | Sep 2, 202510b5-1 | Merrill Lynch | SEC |
Showing the latest 25. See the PFSI notices from the last 12 months