PENNYMAC FINANCIAL SERVICES PFSI
$83.47
-1.6% 52w: $79.56 – $158.38
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data79.56118.97158.38
Aug 18, 2025 Jul 2, 2026
Institutional holders
234
-30 QoQ
13F value
$2.94B
-30.1% QoQ
Smart-money holders
15
signal tier ≥ 2
New smart buyers
8
Q1 2026
Options barometer
1.4×
$97.1M calls / $67.5M puts
Institutional value by quarter
Number of holders
Who owns PFSI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MFN Partners Management, LP ★3 | Fundamental concentrated | 4.5M | $396.1M | — | Held |
| T. Rowe Price Investment Management, Inc. | Long only active | 3.6M | $314.7M | — | -17.2% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 2.4M | $208.5M | 0.2% | +3868.6% |
| BlackRock, Inc. | Index provider | 2.2M | $192.6M | 0.0% | -0.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.9M | $167.5M | — | +7.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.7M | $144.9M | — | — |
| DONALD SMITH & CO., INC. ★2 | Fundamental diversified | 1.4M | $119.9M | — | New |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.3M | $113.0M | — | — |
| CITADEL ADVISORS LLC | Multistrat pod | 1.2M | $101.2M | 0.1% | +172.3% |
| STATE STREET CORP | Index provider | 857.2K | $74.9M | 0.0% | +5.3% |
| Invesco Ltd. | Index provider | 849.1K | $74.2M | 0.0% | -45.9% |
| FMR LLC | Long only active | 749.3K | $65.5M | 0.0% | -66.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 707.9K | $61.9M | — | +2.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 669.9K | $58.5M | 0.0% | +18.8% |
| Senvest Management, LLC ★3 | Fundamental concentrated | 508.6K | $44.5M | — | +21.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 468.8K | $41.0M | — | +6.2% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Other | 461.4K | $40.3M | — | -16.3% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 432.5K | $37.8M | — | +1.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 379.4K | $33.2M | 0.0% | +173.9% |
| Boston Partners | Other | 362.1K | $31.8M | 0.0% | +11.8% |
| BlueCrest Capital Management Ltd ★2 | Fundamental diversified | 351.1K | $30.7M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 309.9K | $27.1M | 0.0% | +2886.7% |
| Kinetic Partners Management, LP ★3 | Fundamental concentrated | 308.8K | $27.0M | — | +145.3% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 272.3K | $23.8M | 0.0% | New |
| NORTHERN TRUST CORP | Index provider | 268.0K | $23.4M | 0.0% | +3.4% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 267.9K | $23.4M | — | +1882.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 266.6K | $23.3M | 0.0% | -23.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 235.7K | $20.6M | 0.0% | -7.9% |
| Holocene Advisors, LP | Other | 228.9K | $20.0M | 0.0% | +11001.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 205.2K | $17.9M | — | -5.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 188.3K | $16.5M | — | — |
| CANYON CAPITAL ADVISORS LLC ★3 | Fundamental concentrated | 187.5K | $16.4M | — | New |
| JPMORGAN CHASE & CO | Bank broker | 191.8K | $16.3M | 0.0% | -67.9% |
| UBS Group AG | Bank broker | 183.7K | $16.1M | 0.0% | +117.3% |
| Qube Research & Technologies Ltd | Quant stat arb | 153.7K | $13.4M | — | -22.2% |
| Lightrock Netherlands B.V. ★2 | Fundamental diversified | 152.2K | $13.3M | — | +22.4% |
| Prescott Group Capital Management, L.L.C. | Other | 146.0K | $12.8M | 1.3% | +305.3% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 85.2K | $11.2M | 0.0% | -1.3% |
| Symmetry Investments LP | Quant stat arb | 123.5K | $10.8M | — | New |
| MORGAN STANLEY | Bank broker | 118.9K | $10.4M | 0.0% | -17.5% |
| Azora Capital LP ★2 | Fundamental concentrated | 109.9K | $9.6M | 0.6% | New |
| PALISADE CAPITAL MANAGEMENT, LP | Other | 105.5K | $9.2M | 0.3% | -42.5% |
| Clearline Capital LP | Other | 102.4K | $8.9M | — | New |
| BW Gestao de Investimentos Ltda. | Quant stat arb | 87.5K | $7.6M | — | -2.8% |
| K2 PRINCIPAL FUND, L.P. | Quant stat arb | 81.0K | $7.1M | — | +2598.3% |
| Helix Partners Management LP ★2 | Fundamental concentrated | 79.0K | $6.9M | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 76.1K | $6.7M | 0.0% | +1.3% |
| Philadelphia Financial Management of San Francisco, LLC ★2 | Fundamental diversified | 69.4K | $6.1M | — | +58.4% |
| DARK FOREST CAPITAL MANAGEMENT LP | Quant stat arb | 67.1K | $5.9M | — | -19.6% |
| 1832 Asset Management L.P. | Other | 66.7K | $5.8M | 0.0% | +13.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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