230 institutional investment managers reported PFSI positions in their Form 13F filings for Q2 2026, holding 33,628,533 shares worth $2.9B in total. MFN Partners Management, LP reported the largest position.

Are funds buying or selling PFSI?

In Q2 2026, 32 managers opened new PFSI positions, 94 added, 66 trimmed and 35 sold out. Managers that filed in both quarters added a net 230,280 shares.

How current is this PFSI institutional ownership data?

It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Funds · PFSI

Who owns PFSI?

Institutional ownership of PennyMac Financial Services Inc. from Form 13F, Q2 2026

230 institutional managers reported holding PennyMac Financial Services Inc. (PFSI) in Form 13F filings for Q2 2026, with 33,628,533 shares worth $2.9B. The largest reported holder was MFN Partners Management, LP. Managers that filed both quarters added a net 230,280 shares (+0.7%). 32 opened new positions and 35 sold out.

Funds holding: 230
Value held: $2.9B
New / sold out: 32 / 35
Net shares, same filers: +0.7%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of PFSI

Fund	Value	Share of 13F holdings	Shares	Move
MFN Partners Management, LP	$395M	13.5%	4,531,792	Unchanged
T. Rowe Price Investment Management, Inc.	$342M	11.7%	3,921,911	Added
BlackRock, Inc.	$203M	6.9%	2,327,613	Added
Dimensional Fund Advisors LP	$186M	6.3%	2,130,571	Added
Donald Smith & Co., Inc.	$164M	5.6%	1,882,201	Added
Rubric Capital Management LP	$148M	5.1%	1,700,000	Added
Vanguard Portfolio Management LLC	$145M	4.9%	1,659,677	Unchanged
Vanguard Capital Management LLC	$113M	3.8%	1,293,868	Unchanged
Invesco Ltd.	$87.7M	3.0%	1,007,153	Added
State Street Corp	$80.3M	2.7%	922,212	Added
Goldman Sachs Group Inc	$71.4M	2.4%	819,763	Added
FMR LLC	$70.3M	2.4%	807,585	Added
Geode Capital Management, LLC	$66.1M	2.3%	758,664	Added
American Century Companies Inc	$56.6M	1.9%	649,995	Added
Symmetry Investments LP	$43.3M	1.5%	496,742	Added
Charles Schwab Investment Management Inc	$42.0M	1.4%	482,441	Added
Millennium Management LLC	$39.1M	1.3%	449,157	Trimmed
Senvest Management, LLC	$35.0M	1.2%	401,757	Trimmed
Ameriprise Financial Inc	$34.6M	1.2%	397,792	Added
BlueCrest Capital Management Ltd	$34.5M	1.2%	396,103	Added
Wellington Management Group LLP	$30.4M	1.0%	348,769	Added
Morgan Stanley	$29.8M	1.0%	341,593	Added
Bank of New York Mellon Corp	$26.4M	0.9%	303,380	Added
Bank of America Corp	$24.9M	0.9%	286,228	Trimmed
Northern Trust Corp	$23.8M	0.8%	273,555	Added

Share of 13F holdings is each fund's shares as a share of the 33,628,533 PFSI shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

Rubric Capital Management LP Added+$143M
Donald Smith & Co., Inc. Added+$44.4M
Symmetry Investments LP Added+$32.5M
T. Rowe Price Investment Management, Inc. Added+$28.0M
Morgan Stanley Added+$19.4M
American Century Companies Inc Added+$18.9M
Dimensional Fund Advisors LP Added+$18.7M
Invesco Ltd. Added+$13.8M
Goldman Sachs Group Inc Added+$13.1M
Ameriprise Financial Inc Added+$11.4M

Biggest sellers in Q2 2026

Millennium Management LLC Trimmed-$169M
Citadel Advisors LLC Trimmed-$96.6M
Boston Partners Sold out-$31.8M
Basswood Capital Management, L.l.c. Trimmed-$23.4M
Canyon Capital Advisors LLC Sold out-$16.4M
Holocene Advisors, LP Trimmed-$13.0M
UBS Group AG Trimmed-$11.3M
Azora Capital LP Sold out-$9.6M
Senvest Management, LLC Trimmed-$9.3M
Kinetic Partners Management, LP Trimmed-$8.6M

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $490M and sold $471M; 94 added and 66 trimmed.

Schedule 13D and 13G filings on PFSI

Owners of more than 5% must file within days, so these can be newer than the 13F data.

2026-11-13DONALD SMITH & CO., INC. SCHEDULE 13G filed by PennyMac Financial Services Inc.Schedule 13G
2026-04-01MILLENNIUM MANAGEMENT LLC SCHEDULE 13G filed by PennyMac Financial Services Inc.Schedule 13G

Questions about PFSI ownership

Who owns PFSI stock?: 230 institutional investment managers reported PFSI positions in their Form 13F filings for Q2 2026, holding 33,628,533 shares worth $2.9B in total. MFN Partners Management, LP reported the largest position.
Are funds buying or selling PFSI?: In Q2 2026, 32 managers opened new PFSI positions, 94 added, 66 trimmed and 35 sold out. Managers that filed in both quarters added a net 230,280 shares.
How current is this PFSI institutional ownership data?: It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to PFSI by CUSIP. Options are left out. PFSI news and filings · PFSI insider trades · Top funds