PENNYMAC FINANCIAL SERVICES (PFSI) Institutional Ownership Changes & 13F Activity
PENNYMAC FINANCIAL SERVICES (PFSI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Millennium Management Llc, Rubric Capital Management Lp, Citadel Advisors Llc, Invesco Ltd., and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Palogic Value Management, L.P. | Buy | +4,507 | +60.1% | 12,007 | $1.05M | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +2,640 | +15.5% | 19,665 | $1.71M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -880 | -83.2% | 178 | $15.50K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -1,109,245 | -95.8% | 48,903 | $4.26M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +24,296 | +1030.8% | 26,653 | $2.32M | Q2 2026 | Aug 27, 2026 |
| Optimize Financial Inc | Sell | -19 | -0.3% | 5,507 | $479.66K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -1,899 | -5.2% | 34,575 | $3.01M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +708 | +5.1% | 14,629 | $1.27M | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +4,446 | — | 4,446 | $383.02K | Q2 2026 | Aug 18, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +100 | +12.3% | 910 | $79.26K | Q2 2026 | Aug 17, 2026 |
| Millennium Management Llc | Sell | -1,936,603 | -81.2% | 449,157 | $39.12M | Q2 2026 | Aug 14, 2026 |
| Rubric Capital Management Lp | Buy | +1,645,273 | +3006.3% | 1,700,000 | $148.07M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +1,007,153 | — | 1,007,153 | $87.72M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +397,792 | — | 397,792 | $34.65M | Q2 2026 | Aug 14, 2026 |
| Symmetry Investments Lp | Buy | +373,246 | +302.2% | 496,742 | $43.27M | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +321,131 | +8.9% | 3,921,911 | $341.60M | Q2 2026 | Aug 14, 2026 |
| Basswood Capital Management, L.L.C. | Sell | -269,018 | -58.3% | 192,334 | $16.75M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +149,912 | +22.4% | 819,763 | $71.40M | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, Lp | Sell | -148,875 | -65.0% | 80,036 | $6.97M | Q2 2026 | Aug 14, 2026 |
| Inherent Management Corp. | Buy | +120,000 | — | 120,000 | $10.45M | Q2 2026 | Aug 14, 2026 |
| Senvest Management, Llc | Sell | -106,876 | -21.0% | 401,757 | $34.99M | Q2 2026 | Aug 14, 2026 |
| Kinetic Partners Management, Lp | Sell | -98,900 | -32.0% | 209,900 | $18.28M | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +94,495 | +271.1% | 129,357 | $11.27M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -93,201 | -24.6% | 286,228 | $24.93M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Buy | +76,499 | +28.1% | 348,769 | $30.38M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +72,721 | — | 72,721 | $6.33M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +60,135 | — | 60,135 | $5.24M | Q2 2026 | Aug 14, 2026 |
| Palisade Capital Management, Lp | Sell | -55,380 | -52.5% | 50,121 | $4.37M | Q2 2026 | Aug 14, 2026 |
| Group One Trading Llc | Buy | +53,576 | +103.4% | 105,408 | $9.18M | Q2 2026 | Aug 14, 2026 |
| Van Lanschot Kempen Investment Management N.V. | Buy | +46,569 | +78.1% | 106,161 | $9.25M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about PFSI activity
Which institutional owners are buying PFSI?
Institutional owners buying PFSI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PFSI activity?
"Buy" means an investor increased their reported position in PFSI compared to the prior reporting period. This reflects growing exposure to PENNYMAC FINANCIAL SERVICES (PFSI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PFSI increasing?
Institutional interest in PFSI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PFSI Institutional Insights
- PFSI Overview
- PFSI 13F Institutional Holders
- PFSI Top Institutional Shareholders
- 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
- PFSI Articles
- Top Institutional Investor Stock Rankings