PennyMac Financial Services PFSI Institutional Ownership

NYSE PFSI

$66.37 -0.13 (-0.20%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

230 Institutions

Increased 133 57.8%

Unchanged 31 13.5%

Reduced 66 28.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

65.68%

▲+0.36 pp QoQ

Shares Held by Institutions

34.11Mn

of 51.93Mn outstanding

▲+5.50% QoQ

Shares Outstanding

51.93Mn

17.82Mn held outside 13F filers

Institutional Investors

230

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

+1.78Mn

accumulated since last quarter

Value of Holdings

$2.26Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

PennyMac Financial Services, Inc. (NYSE:PFSI) has 230 institutional investors with active 13F positions as of June 2026.

They owned 65.7% of outstanding stock in June 2026, up from 65.3% the prior quarter.
They increased total shares held in PennyMac Financial Services by 5.5% from the prior quarter, while the number of investors in PFSI increased 5.99% year over year.
Of these 230 holders, 133 added to their stakes in PennyMac Financial Services, 66 trimmed positions, and 31 made no changes.
Altogether, these fund groups held 34.11Mn shares in PFSI by June 2026, up by 1.78Mn shares quarter on quarter, and up 2.71Mn shares year over year.
As of June 30, 2026, the biggest holder of PennyMac Financial Services is MFN Partners Management, LP at 4.53Mn shares, representing 8.73% of shares outstanding.
The most significant purchases of PFSI for the quarter ending June 2026 came from Rubric Capital Management LP (1.65Mn), DONALD SMITH & CO., INC. (510.0K), Sixth Street Partners Management Company, L.P. (482.44K), Symmetry Investments LP (373.25K), T. Rowe Price Investment Management, Inc. (321.13K).
Leading sellers of PennyMac Financial Services shares for the quarter ending June 2026 were MILLENNIUM MANAGEMENT LLC (1.94Mn), CITADEL ADVISORS LLC (1.11Mn), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (269.02K), Holocene Advisors, LP (148.88K), EverSource Wealth Advisors, LLC (138.16K).
Per Business Quant data, the top 10 holders of PennyMac Financial Services for the quarter ending June 2026 are MFN Partners Management, LP (4.53Mn), T. Rowe Price Investment Management, Inc. (3.92Mn), BlackRock, Inc. (2.33Mn), DIMENSIONAL FUND ADVISORS LP (2.13Mn), DONALD SMITH & CO., INC. (1.88Mn), Rubric Capital Management LP (1.7Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.66Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.29Mn), Invesco Ltd. (1.01Mn), State Street Corp (922.21K).

Form 13F Holdings

230 Institutional Holders

Report period 30 Jun, 2026

Total shares held 34.11Mn

Of outstanding 65.68%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	MFN Partners Management, LP	0001732811	4,531,792	8.73%	0	0.00%	$394.72Mn
2	T. Rowe Price Investment Management, Inc.	0001897612	3,921,911	7.55%	▲321,131	+8.92%	$341.60K
3	BlackRock, Inc.	0002012383	2,327,613	4.48%	▲123,932	+5.62%	$202.74Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	2,130,571	4.10%	▲214,300	+11.18%	$185.57Mn
5	DONALD SMITH & CO., INC.	0000814375	1,882,201	3.62%	▲509,997	+37.17%	$163.94Mn
6	Rubric Capital Management LP	0001687509	1,700,000	3.27%	▲1,645,273	+3,006.33%	$148.07Mn
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,659,677	3.20%	▲1,592	+0.10%	$144.56Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,293,868	2.49%	▲1,283	+0.10%	$112.70Mn
9	Invesco Ltd.	0000914208	1,007,153	1.94%	▲158,040	+18.61%	$87.72Mn
10	State Street Corp	0000093751	922,212	1.78%	▲65,060	+7.59%	$80.32Mn
11	Goldman Sachs Group Inc	0000886982	819,763	1.58%	▲149,912	+22.38%	$71.40Mn
12	FMR LLC	0000315066	807,585	1.56%	▲58,244	+7.77%	$70.34Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	758,664	1.46%	▲50,720	+7.16%	$66.09Mn
14	AMERICAN CENTURY COMPANIES INC	0000748054	649,995	1.25%	▲217,510	+50.29%	$56.61Mn
15	Symmetry Investments LP	0001691919	496,742	0.96%	▲373,246	+302.23%	$43.27Mn
16	Sixth Street Partners Management Company, L.P.	0001812095	482,441	0.93%	▲482,441	0.00%	$42.02Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	482,441	0.93%	▲13,669	+2.92%	$42.02Mn
17	MILLENNIUM MANAGEMENT LLC	0001273087	449,157	0.86%	▼1,936,603	-81.17%	$39.12Mn
18	Senvest Management, LLC	0001328785	401,757	0.77%	▼106,876	-21.01%	$34.99Mn
19	Ameriprise Financial Inc	0000820027	397,792	0.77%	▲131,192	+49.21%	$34.65Mn

Showing 1 to 20 of 230 holders