Who owns PennyMac Financial Services (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-Q2 13F filings (latest filed 2026-09-22). 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
58 tracked funds added or opened PFSI while 55 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 8.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.2pp 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 2026-Q1 and 2026-Q2, across 217 tracked filers holding PFSI, 128 increased or opened the position and 112 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 10
- Inherent Management Corp.$10M
- RENAISSANCE TECHNOLOGIES LLC$6M
- XTX Topco Ltd$5M
- Entropy Technologies, LP$1M
- Jupiter Topco LLC$1M
- Catalyst Funds Management Pty Ltd$862K
Full exits 21
- T. Rowe Price Investment Management, Inc.$315M
- Boston Partners$32M
- JANUS HENDERSON GROUP PLC$23M
- CANYON CAPITAL ADVISORS LLC$16M
- Azora Capital LP$10M
- BW Gestao de Investimentos Ltda.$8M
Largest adds
- Rubric Capital Management LP$143M
- DONALD SMITH & CO., INC.$44M
- Symmetry Investments LP$32M
- MORGAN STANLEY$19M
- AMERICAN CENTURY COMPANIES INC$19M
- DIMENSIONAL FUND ADVISORS LP$18M
Largest trims
- MILLENNIUM MANAGEMENT LLC$169M
- CITADEL ADVISORS LLC$97M
- NORGES BANK$30M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$24M
- Holocene Advisors, LP$13M
- UBS Group AG$11M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $395M | 15.4% | 2026-Q2 |
| BlackRock, Inc. added | 2,327,613 | $203M | 7.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,130,571 | $186M | 7.2% | 2026-Q2 |
| DONALD SMITH & CO., INC. added | 1,882,201 | $164M | 6.4% | 2026-Q2 |
| Rubric Capital Management LP added | 1,700,000 | $148M | 5.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,659,677 | $145M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,293,868 | $113M | 4.4% | 2026-Q2 |
| Invesco Ltd. added | 1,007,153 | $88M | 3.4% | 2026-Q2 |
| STATE STREET CORP added | 922,212 | $80M | 3.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 819,763 | $71M | 2.8% | 2026-Q2 |
| FMR LLC added | 807,585 | $70M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 758,664 | $66M | 2.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 649,995 | $57M | 2.2% | 2026-Q2 |
| Symmetry Investments LP added | 496,742 | $43M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 482,441 | $42M | 1.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 449,157 | $39M | 1.5% | 2026-Q2 |
| Senvest Management, LLC trimmed | 401,757 | $35M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 397,792 | $35M | 1.4% | 2026-Q2 |
| BlueCrest Capital Management Ltd added | 396,103 | $35M | 1.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 348,769 | $30M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 341,593 | $30M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 303,380 | $26M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 286,228 | $25M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 273,555 | $24M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 271,423 | $24M | 0.9% | 2026-Q2 |
| Kinetic Partners Management, LP trimmed | 209,900 | $18M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 203,262 | $18M | 0.7% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 195,024 | $17M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 193,008 | $17M | 0.7% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 192,334 | $17M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 169,696 | $15M | 0.6% | 2026-Q2 |
| K2 PRINCIPAL FUND, L.P. added | 159,766 | $14M | 0.5% | 2026-Q2 |
| Lightrock Netherlands B.V. added | 152,713 | $13M | 0.5% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 129,357 | $11M | 0.4% | 2026-Q2 |
| Clearline Capital LP added | 129,279 | $11M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 126,725 | $11M | 0.4% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. trimmed | 124,963 | $11M | 0.4% | 2026-Q2 |
| Inherent Management Corp. new | 120,000 | $10M | 0.4% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 106,161 | $9M | 0.4% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 105,408 | $9M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 92,167 | $8M | 0.3% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 88,378 | $8M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 88,139 | $8M | 0.3% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 80,036 | $7M | 0.3% | 2026-Q2 |
| CastleKnight Management LP added | 74,800 | $7M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 72,721 | $6M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 69,886 | $6M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 69,057 | $6M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 68,681 | $6M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 66,100 | $6M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 61,664 | $5M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 60,260 | $5M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 60,135 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 60,100 | $5M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 53,817 | $5M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 51,412 | $4M | 0.2% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 50,121 | $4M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 49,224 | $4M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 48,903 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 44,571 | $4M | 0.2% | 2026-Q2 |
| NORGES BANK trimmed | 42,415 | $4M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 42,294 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 36,172 | $3M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 35,783 | $3M | 0.1% | 2026-Q2 |
| Unifi Asset Management LP | 35,407 | $3M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 35,045 | $3M | 0.1% | 2026-Q2 |
| CLOUGH CAPITAL PARTNERS L P trimmed | 34,817 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 34,575 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 33,324 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 31,370 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 30,830 | $3M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 28,004 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 27,143 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 26,502 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 26,048 | $2M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 25,923 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 25,837 | $2M | 0.1% | 2026-Q2 |
| VARCOV Co. added | 25,394 | $2M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 19,665 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 17,477 | $2M | 0.1% | 2026-Q2 |
| Entropy Technologies, LP new | 15,006 | $1M | 0.1% | 2026-Q2 |
| PEAK6 LLC added | 14,852 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 14,629 | $1M | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC trimmed | 14,457 | $1M | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 14,255 | $1M | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 13,825 | $1M | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 13,514 | $1M | 0.0% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 13,364 | $1M | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 12,969 | $1M | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 12,935 | $1M | 0.0% | 2026-Q2 |
| Palogic Value Management, L.P. added | 12,007 | $1M | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 11,626 | $1M | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 10,901 | $949K | 0.0% | 2026-Q2 |
| NewEdge Wealth, LLC added | 10,403 | $906K | 0.0% | 2026-Q2 |
| Jain Global LLC added | 10,216 | $890K | 0.0% | 2026-Q2 |
| Catalyst Funds Management Pty Ltd new | 9,900 | $862K | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 9,616 | $838K | 0.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 9,599 | $836K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 8,855 | $771K | 0.0% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. trimmed | 8,613 | $750K | 0.0% | 2026-Q2 |
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.