228 institutions reported holding PFSI for 2026Q1, together 62% of the company, fewer than the 262 a quarter earlier. Institutions reporting a position: 228 (as of 2026Q1). Shares held by institutions: 33.6M, long US equity positions only, as reported on Form 13F. Reported value: $2.94B, at 2026-03-31 prices, not today's. Top 5 holders: 30%, of the whole company, between five filers.

PFSIPennyMac Financial Services, Inc.

Financial ServicesUSD

$72.84

$72.8452 weeks$158.38

Who owns PFSI

228 institutions reported holding PFSI for 2026Q1, together 62% of the company, fewer than the 262 a quarter earlier.

228

Institutions reporting a position · as of 2026Q1 · down from 262 the quarter before

Shares held by institutions: 33.6M
Shares held by institutions · 62% of the company · long US equity positions only, as reported on Form 13F
Reported value: $2.94B
Reported value · at 2026-03-31 prices, not today's
Top 5 holders: 30%
Top 5 holders · of the whole company, between five filers

Details›

Reporting quarter2026-03-31: 2026Q1
Quarters on record: 52
New positions: 40
Positions exited: 78
Added to: 82
Reduced: 69
Top 10 holdersof the company: 41%

Institutional ownership by quarter, 2013Q2 to 2026Q1
Quarter	Filers	Shares	Reported value
2026Q1	228	33.6M	$2.94B
2025Q4	262	31.2M	$4.12B
2025Q3	229	32.0M	$3.96B
2025Q2	219	30.9M	$3.07B
2025Q1	200	31.6M	$3.16B
2024Q4	205	30.4M	$3.11B
2024Q3	200	30.6M	$3.49B
2024Q2	183	29.2M	$2.76B
2024Q1	192	28.9M	$2.63B
2023Q4	189	29.1M	$2.58B
2023Q3	173	28.5M	$1.90B
2023Q2	167	29.5M	$2.07B
2023Q1	173	29.6M	$1.72B
2022Q4	177	28.5M	$1.62B
2022Q3	166	29.4M	$1.27B
2022Q2	170	29.8M	$1.30B

Largest reported holders, 2026Q1
Holder	Shares	% of company	Value
MFN Partners Management, LP	4.5M	8.4%	$396M
T. Rowe Price Investment Management, Inc.	3.6M	6.7%	$315M
VANGUARD GROUP INC	3.2M	5.9%	$280M
MILLENNIUM MANAGEMENT LLC	2.4M	4.4%	$209M
BlackRock Inc.	2.2M	4.1%	$193M
DIMENSIONAL FUND ADVISORS LP	1.9M	3.6%	$167M
DONALD SMITH & CO., INC.	1.4M	2.5%	$120M
CITADEL ADVISORS LLC	1.2M	2.1%	$101M
STATE STREET CORP	0.9M	1.6%	$75M
Invesco Ltd.	0.8M	1.6%	$74M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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