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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Palogic Value Management, L.P.Buy+4,507+60.1%12,007$1.05MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+2,640+15.5%19,665$1.71MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-880-83.2%178$15.50KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-1,109,245-95.8%48,903$4.26MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+24,296+1030.8%26,653$2.32MQ2 2026Aug 27, 2026
Optimize Financial IncSell-19-0.3%5,507$479.66KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-1,899-5.2%34,575$3.01MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+708+5.1%14,629$1.27MQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+4,4464,446$383.02KQ2 2026Aug 18, 2026
Public Employees Retirement System Of OhioBuy+100+12.3%910$79.26KQ2 2026Aug 17, 2026
Millennium Management LlcSell-1,936,603-81.2%449,157$39.12MQ2 2026Aug 14, 2026
Rubric Capital Management LpBuy+1,645,273+3006.3%1,700,000$148.07MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+1,007,1531,007,153$87.72MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+397,792397,792$34.65MQ2 2026Aug 14, 2026
Symmetry Investments LpBuy+373,246+302.2%496,742$43.27MQ2 2026Aug 14, 2026
T. Rowe Price Investment Management, Inc.Buy+321,131+8.9%3,921,911$341.60MQ2 2026Aug 14, 2026
Basswood Capital Management, L.L.C.Sell-269,018-58.3%192,334$16.75MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+149,912+22.4%819,763$71.40MQ2 2026Aug 14, 2026
Holocene Advisors, LpSell-148,875-65.0%80,036$6.97MQ2 2026Aug 14, 2026
Inherent Management Corp.Buy+120,000120,000$10.45MQ2 2026Aug 14, 2026
Senvest Management, LlcSell-106,876-21.0%401,757$34.99MQ2 2026Aug 14, 2026
Kinetic Partners Management, LpSell-98,900-32.0%209,900$18.28MQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+94,495+271.1%129,357$11.27MQ2 2026Aug 14, 2026
Bank Of America CorpSell-93,201-24.6%286,228$24.93MQ2 2026Aug 14, 2026
Wellington Management Group LlpBuy+76,499+28.1%348,769$30.38MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+72,72172,721$6.33MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+60,13560,135$5.24MQ2 2026Aug 14, 2026
Palisade Capital Management, LpSell-55,380-52.5%50,121$4.37MQ2 2026Aug 14, 2026
Group One Trading LlcBuy+53,576+103.4%105,408$9.18MQ2 2026Aug 14, 2026
Van Lanschot Kempen Investment Management N.V.Buy+46,569+78.1%106,161$9.25MQ2 2026Aug 14, 2026
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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.