Who owns PFSI (PFSI)
Which tracked institutional funds hold PFSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFSI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
50 tracked funds added or opened PFSI while 100 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PFSI’s largest tracked holder by dollar value, MFN Partners Management, LP, sizes it at 8.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PFSI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 233 tracked filers holding PFSI, 135 increased or opened the position and 148 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PFSI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- VANGUARD PORTFOLIO MANAGEMENT LLC$145M
- DONALD SMITH & CO., INC.$120M
- VANGUARD CAPITAL MANAGEMENT LLC$113M
- BlueCrest Capital Management Ltd$31M
- WELLINGTON MANAGEMENT GROUP LLP$24M
- VANGUARD FIDUCIARY TRUST CO$16M
Full exits 31
- VANGUARD GROUP INC$366M
- 140 Summer Partners LP$88M
- Senator Investment Group LP$38M
- GOLDENTREE ASSET MANAGEMENT LP$30M
- JANE STREET GROUP, LLC$12M
- Concentric Capital Strategies, LP$11M
Largest adds
- T. Rowe Price Investment Management, Inc.$217M
- MILLENNIUM MANAGEMENT LLC$201M
- CITADEL ADVISORS LLC$45M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$26M
- JANUS HENDERSON GROUP PLC$22M
- Holocene Advisors, LP$20M
Largest trims
- FMR LLC$235M
- MFN Partners Management, LP$201M
- Invesco Ltd.$136M
- BlackRock, Inc.$99M
- PRICE T ROWE ASSOCIATES INC /MD/$85M
- DIMENSIONAL FUND ADVISORS LP$68M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $396M | 10.8% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 3,600,780 | $315M | 8.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,385,760 | $209M | 5.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,203,681 | $193M | 5.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,916,271 | $167M | 4.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,658,085 | $145M | 4.0% | 2026-Q1 |
| DONALD SMITH & CO., INC. new | 1,372,204 | $120M | 3.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,292,585 | $113M | 3.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,158,148 | $101M | 2.8% | 2026-Q1 |
| STATE STREET CORP added | 857,152 | $75M | 2.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 807,986 | $71M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 707,944 | $62M | 1.7% | 2026-Q1 |
| FMR LLC trimmed | 675,012 | $59M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 669,851 | $59M | 1.6% | 2026-Q1 |
| Senvest Management, LLC added | 508,633 | $44M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 468,772 | $41M | 1.1% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 461,352 | $40M | 1.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 432,485 | $38M | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 331,760 | $33M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 379,429 | $33M | 0.9% | 2026-Q1 |
| Boston Partners added | 362,101 | $32M | 0.9% | 2026-Q1 |
| BlueCrest Capital Management Ltd added | 351,095 | $31M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 309,867 | $27M | 0.7% | 2026-Q1 |
| Kinetic Partners Management, LP added | 308,800 | $27M | 0.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 272,270 | $24M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 268,007 | $23M | 0.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 267,868 | $23M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 266,600 | $23M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 235,734 | $21M | 0.6% | 2026-Q1 |
| Holocene Advisors, LP added | 228,911 | $20M | 0.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 205,178 | $18M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 188,288 | $16M | 0.4% | 2026-Q1 |
| CANYON CAPITAL ADVISORS LLC new | 187,500 | $16M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 191,841 | $16M | 0.4% | 2026-Q1 |
| UBS Group AG added | 183,736 | $16M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 153,722 | $13M | 0.4% | 2026-Q1 |
| Lightrock Netherlands B.V. added | 152,213 | $13M | 0.4% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. added | 145,963 | $13M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 85,239 | $11M | 0.3% | 2026-Q1 |
| Symmetry Investments LP added | 123,496 | $11M | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 118,851 | $10M | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 138,303 | $10M | 0.3% | 2026-Q1 |
| Azora Capital LP new | 109,878 | $10M | 0.3% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 105,501 | $9M | 0.3% | 2026-Q1 |
| Clearline Capital LP new | 102,386 | $9M | 0.2% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. trimmed | 87,500 | $8M | 0.2% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. added | 81,002 | $7M | 0.2% | 2026-Q1 |
| Helix Partners Management LP new | 79,000 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 76,090 | $7M | 0.2% | 2026-Q1 |
| Philadelphia Financial Management of San Francisco, LLC added | 69,366 | $6M | 0.2% | 2026-Q1 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 67,075 | $6M | 0.2% | 2026-Q1 |
| 1832 Asset Management L.P. added | 66,700 | $6M | 0.2% | 2026-Q1 |
| EMG Holdings, L.P. added | 65,727 | $6M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 65,644 | $6M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 63,231 | $6M | 0.2% | 2026-Q1 |
| TD Asset Management Inc | 63,174 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 61,700 | $5M | 0.1% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed | 59,592 | $5M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 57,503 | $5M | 0.1% | 2026-Q1 |
| Rubric Capital Management LP trimmed | 54,727 | $5M | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC added | 52,671 | $5M | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 51,832 | $5M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 49,415 | $4M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 47,924 | $4M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 47,824 | $4M | 0.1% | 2026-Q1 |
| South Dakota Investment Council added | 46,038 | $4M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 44,167 | $4M | 0.1% | 2026-Q1 |
| CastleKnight Management LP new | 44,100 | $4M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 43,605 | $4M | 0.1% | 2026-Q1 |
| CLOUGH CAPITAL PARTNERS L P added | 42,930 | $4M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 40,290 | $4M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 38,737 | $3M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 36,717 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 36,474 | $3M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 34,862 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,775,941 | $366M | 10.0% | 2025-Q4 stale |
| Orbis Allan Gray Ltd added | 926,775 | $93M | 2.5% | 2025-Q1 stale |
| 140 Summer Partners LP added | 669,892 | $88M | 2.4% | 2025-Q4 stale |
| Senator Investment Group LP added | 287,093 | $38M | 1.0% | 2025-Q4 stale |
| GOLDENTREE ASSET MANAGEMENT LP trimmed | 227,377 | $30M | 0.8% | 2025-Q4 stale |
| Conversant Capital LLC added | 266,000 | $27M | 0.7% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC trimmed | 108,431 | $13M | 0.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 90,255 | $12M | 0.3% | 2025-Q4 stale |
| Concentric Capital Strategies, LP added | 86,478 | $11M | 0.3% | 2025-Q4 stale |
| Interval Partners, LP added | 68,319 | $9M | 0.2% | 2025-Q4 stale |
| Edgestream Partners, L.P. added | 82,003 | $8M | 0.2% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 60,000 | $8M | 0.2% | 2025-Q4 stale |
| Atom Investors LP added | 51,821 | $6M | 0.2% | 2025-Q3 stale |
| Balyasny Asset Management L.P. trimmed | 45,391 | $6M | 0.2% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 55,570 | $6M | 0.2% | 2025-Q1 stale |
| Informed Momentum Co LLC trimmed | 37,009 | $5M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 32,400 | $4M | 0.1% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL added | 29,118 | $4M | 0.1% | 2025-Q4 stale |
| FJ Capital Management LLC trimmed | 28,562 | $4M | 0.1% | 2025-Q4 stale |
| TWINBEECH CAPITAL LP added | 27,325 | $4M | 0.1% | 2025-Q4 stale |
| PICTON MAHONEY ASSET MANAGEMENT added | 28,872 | $4M | 0.1% | 2025-Q3 stale |
| Advantage Alpha Capital Partners LP trimmed | 28,360 | $4M | 0.1% | 2025-Q3 stale |
| IEQ CAPITAL, LLC new | 33,600 | $3M | 0.1% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 25,226 | $3M | 0.1% | 2025-Q4 stale |
| Hudson Bay Capital Management LP trimmed | 22,883 | $3M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.