PennyMac Financial Services, Inc.
PFSI- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001745916
In the last 90 days, PennyMac Financial Services, Inc. insiders filed 0 open-market purchases and 1 sale; 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 | – | Nov 14, 20251 filing | 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
4 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 |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell PennyMac Financial Services, Inc. shares.
No Form 144 notices for PennyMac Financial Services, Inc. are on file.