$PFSI

$64.17 +$1.03 (1.63%) Close

$PFSI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 52.0M shares outstanding

Who owns PFSI?

By type of holder

Institutions 64.2% Insiders 21.5% Everyone else 14.2%

Concentration Top 10 holders own 56.1%

Nanji Farhad 17.8% · MFN Partners Management, LP 8.7%

Institutional ownership

64.2%

-0.6 pts vs last qtr

Institutional holders

229

-5 vs last qtr

Net shares bought

−291.8K

by institutions in Q2 2026

New / sold out

35 / 40

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Rubric Capital Management LP +1.6M
Donald Smith & Co., Inc. +510.0K

Biggest sellers in Q2 2026

Millennium Management LLC −1.9M
Citadel Advisors LLC −1.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$15.7M

18 notices from 7 people

Shares covered

143.2K

0.28% of the company

Arranged in advance

56%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

David Spector Officer 10b5-1 $6.42M
Jones Doug Officer $6.19M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−29.7%

−3.84% a year

Each share's claim on the business

+42.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.79B vs $297M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years63% 3–5 years13% 1–3 years5% Under 1 year19%

Quarterly turnover

17.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PFSI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MP MFN Partners Management, LP	4.5M	8.72%	Unchanged	≤2021	8.2%
Shares held by quarter Peak holding4.5M (Q3'24) Change over 8 quarters0 Share of the company8.720% MFN Partners Management, LP's full portfolio →
TR T. Rowe Price Investment Management, Inc.	3.9M	7.55%	+321.1K (+8.9%)	2022	0.2%
Shares held by quarter Peak holding4.5M (Q3'24) Change over 8 quarters−558.3K Share of the company7.550% T. Rowe Price Investment Management, Inc.'s full portfolio →

MFN Partners Management, LP

4.5M

% of company

8.72%

Change vs last qtr

Unchanged

Held since

≤2021

T. Rowe Price Investment Management, Inc.

3.9M

% of company

7.55%

Change vs last qtr

+321.1K (+8.9%)

Held since

2022

28 more super investors behind a free account

See every manager holding PennyMac Financial Services, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PFSI on Form N-PORT; together they hold 28.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TR T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund, Inc.	$93.4M	1.1M	2.06%	0.88%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$79.3M	910.0K	1.75%	0.00%	June 30, 2026

T. Rowe Price Small-Cap Value Fund, Inc.

Position value

$93.4M

% of company

2.06%

% of the fund

0.88%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$79.3M

% of company

1.75%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding PennyMac Financial Services, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
NF Nanji Farhad Insider	9.3M	17.81%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company17.810% Nanji Farhad's insider activity →
SD Spector David Insider	540.0K	1.04%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.040% Spector David's insider activity →

Nanji Farhad

Insider

9.3M

% of company

17.81%

Change vs last qtr

—

Held since

—

Spector David

Insider

540.0K

% of company

1.04%

Change vs last qtr

—

Held since

—

20 more holders behind a free account

See every insider and 5%+ holder of PennyMac Financial Services, Inc..

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