PENNYMAC FINANCIAL SERVICES (PFSI) Institutional Ownership
PFSI is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $119.93M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Donald Smith & Co., which reported ownership valued at approximately $119.93M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Donald Smith & Co.'s PFSI position is now estimated to be worth approximately $111.42M, representing an estimated loss of -7.09% since the filing period.
Major shareholders tracked on this page include Donald Smith & Co., and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward PENNYMAC FINANCIAL SERVICES (PFSI).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $119,930,630 | 1,372,204 |
| Q4 2025 | 2 | $4,494,162 | 34,088 |
| Q3 2025 | 1 | $2,366,108 | 19,100 |
| Q2 2025 | 1 | $6,895,088 | 69,200 |
| Q1 2025 | 1 | $3,613,971 | 36,100 |
| Q4 2024 | 1 | $1,307,392 | 12,800 |
| Q1 2024 | 1 | $984 | 10,800 |
| Q3 2022 | 1 | $326 | 7,600 |
| Q2 2022 | 1 | $2,745 | 62,800 |
| Q1 2022 | 1 | $26,536 | 498,800 |
| Q4 2021 | 1 | $30,668 | 439,500 |
| Q3 2021 | 1 | $28,487 | 466,000 |
Related PFSI Institutional Insights:
- PFSI Institutional Ownership & Insiders Activity
- PFSI Institutional Ownership & 13F Activity
- PFSI Top Institutional Shareholders
- PFSI Institutional Buying Activity
- PFSI Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PFSI Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings