PennyMac Financial Services PFSI Institutional Ownership

NYSE PFSI

$59.52 -0.75 (-1.24%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

229 Institutions

Increased 132 57.6%

Unchanged 31 13.5%

Reduced 66 28.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

64.75%

▼-0.06 pp QoQ

Shares Held by Institutions

33.63Mn

of 51.93Mn outstanding

▼-0.47% QoQ

Shares Outstanding

51.93Mn

18.30Mn held outside 13F filers

Institutional Investors

229

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

-158.65K

distributed since last quarter

Value of Holdings

$2.03Bn

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

Updated Oct 11, 2026

PennyMac Financial Services, Inc. (NYSE:PFSI) was reported as a holding by 229 institutional investors in 13F filings for the quarter ended June 30, 2026.

Collectively, these holders controlled 64.75% of PennyMac Financial Services' outstanding shares in Q2 2026, down from 64.81% in Q1 2026.
Total shares held in PFSI fell 0.47% from Q1 2026; the number of holders rose 6.51% from Q2 2025.
Of the 229 holders of PFSI in Q2 2026, 132 added to their positions, 66 reduced their stakes and 31 left their positions unchanged.
Altogether, institutional holders owned 33.63Mn PFSI shares at the end of Q2 2026, down 158.65K from the prior quarter and up 3.5Mn from a year earlier.
MFN Partners Management, LP held the largest position in PFSI at 4.53Mn shares as of June 30, 2026, or 8.73% of shares outstanding.
The largest position increases in PFSI for Q2 2026 were by Rubric Capital Management LP (+1.65Mn shares), Donald Smith & Co., Inc. (+510K shares), Symmetry Investments LP (+373.25K shares), T. Rowe Price Investment Management, Inc. (+321.13K shares) and Morgan Stanley (+222.74K shares).
Holders that trimmed the most shares of PennyMac Financial Services in Q2 2026 while keeping a position were Millennium Management LLC (-1.94Mn shares), Citadel Advisors LLC (-1.11Mn shares), Basswood Capital Management, L.L.C. (-269.02K shares), Holocene Advisors, LP (-148.88K shares) and EverSource Wealth Advisors, LLC (-138.16K shares).
PennyMac Financial Services' 10 largest institutional shareholders as of Q2 2026 were MFN Partners Management, LP (4.53Mn shares), T. Rowe Price Investment Management, Inc. (3.92Mn shares), BlackRock, Inc. (2.33Mn shares), Dimensional Fund Advisors LP (2.13Mn shares), Donald Smith & Co., Inc. (1.88Mn shares), Rubric Capital Management LP (1.7Mn shares), Vanguard Portfolio Management LLC (1.66Mn shares), Vanguard Capital Management LLC (1.29Mn shares), Invesco Ltd. (1.01Mn shares) and State Street Corp (922.21K shares), per Business Quant data.

Form 13F Holdings

229 Institutional Holders

Report period 30 Jun, 2026

Total shares held 33.63Mn

Of outstanding 64.75%

#	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	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
20	BlueCrest Capital Management Ltd	0001610880	396,103	0.76%	▲45,008	+12.82%	$34.50Mn

Showing 1 to 20 of 229 holders