PFSI Institutional Ownership & Shareholders
PENNYMAC FINANCIAL SERVICES (PFSI) is currently held by 219 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.94B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mfn Partners Management, Lp is currently the largest disclosed institutional shareholder of PFSI tracked by InsiderSet, reporting ownership valued at approximately $394.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $296.02M, representing an estimated loss of -25.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed PFSI value among the investors covered in this analysis. Major shareholders include Mfn Partners Management, Lp, T. Rowe Price Investment Management, Inc., Blackrock, Inc., and several other long-term asset managers with concentrated positions in PENNYMAC FINANCIAL SERVICES (PFSI).
This page ranks the largest institutional PFSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
219
Total Reported Value
$2.94B
Largest Holder
Mfn Partners Management, Lp
Largest Position
$394.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mfn Partners Management, Lp | 8.17% | 4,531,792 | $394,719,083 | $296,016,653 | -$98,702,430 | -25.01% | |
| T. Rowe Price Investment Management, Inc. | 0.22% | 3,921,911 | $341,599,000 | $256,179,227 | -$85,419,773 | -25.01% | |
| Blackrock, Inc. | 0.00% | 2,327,613 | $202,735,123 | $152,039,681 | -$50,695,442 | -25.01% | |
| Dimensional Fund Advisors Lp | 0.03% | 2,130,571 | $185,569,921 | $139,168,898 | -$46,401,023 | -25.00% | |
| Donald Smith & Co. | Donald G. Smith | 2.90% | 1,882,201 | $163,939,707 | $122,945,369 | -$40,994,338 | -25.01% |
| Rubric Capital Management Lp | 1.36% | 1,700,000 | $148,070,000 | $111,044,000 | -$37,026,000 | -25.01% | |
| Vanguard Portfolio Management Llc | 0.01% | 1,659,677 | $144,557,867 | $108,410,102 | -$36,147,765 | -25.01% | |
| Vanguard Capital Management Llc | 0.00% | 1,293,868 | $112,695,903 | $84,515,458 | -$28,180,445 | -25.01% | |
| Invesco Ltd. | 0.01% | 1,007,153 | $87,723,027 | $65,787,234 | -$21,935,793 | -25.01% | |
| State Street Corp | 0.00% | 922,212 | $80,316,116 | $60,238,888 | -$20,077,228 | -25.00% | |
| Goldman Sachs Group Inc | 0.01% | 819,763 | $71,401,373 | $53,546,919 | -$17,854,454 | -25.01% | |
| Fmr Llc | 0.00% | 807,585 | $70,340,656 | $52,751,452 | -$17,589,204 | -25.01% | |
| Geode Capital Management, Llc | 0.00% | 758,664 | $66,090,714 | $49,555,932 | -$16,534,782 | -25.02% | |
| American Century Companies Inc | 0.03% | 649,995 | $56,614,630 | $42,457,673 | -$14,156,957 | -25.01% | |
| Symmetry Investments Lp | 4.81% | 496,742 | $43,266,228 | $32,447,187 | -$10,819,041 | -25.01% | |
| Charles Schwab Investment Management Inc | 0.01% | 482,441 | $42,020,611 | $31,513,046 | -$10,507,565 | -25.01% | |
| Millennium Management Llc | 0.03% | 449,157 | $39,121,575 | $29,338,935 | -$9,782,640 | -25.01% | |
| Senvest Management, Llc | 1.03% | 401,757 | $34,993,035 | $26,242,767 | -$8,750,268 | -25.01% | |
| Ameriprise Financial Inc | 0.01% | 397,792 | $34,647,683 | $25,983,773 | -$8,663,910 | -25.01% | |
| Bluecrest Capital Management Ltd | 1.47% | 396,103 | $34,500,571 | $25,873,448 | -$8,627,123 | -25.01% | |
| Wellington Management Group Llp | 0.01% | 348,769 | $30,377,780 | $22,781,591 | -$7,596,189 | -25.01% | |
| Morgan Stanley | 0.00% | 341,593 | $29,752,860 | $22,312,855 | -$7,440,005 | -25.01% | |
| Bank Of New York Mellon Corp | 0.00% | 303,380 | $26,424,409 | $19,816,782 | -$6,607,627 | -25.01% | |
| Bank Of America Corp | 0.00% | 286,228 | $24,930,460 | $18,696,413 | -$6,234,047 | -25.01% | |
| Northern Trust Corp | 0.00% | 273,555 | $23,826,641 | $17,868,613 | -$5,958,028 | -25.01% | |
| Susquehanna International Group, Llp | 0.02% | 271,423 | $23,640,943 | $17,729,350 | -$5,911,593 | -25.01% | |
| Janus Henderson Group Plc | 0.01% | 267,868 | $23,423,417 | $17,497,138 | -$5,926,279 | -25.30% | |
| Kinetic Partners Management, Lp | 0.44% | 209,900 | $18,282,290 | $13,710,668 | -$4,571,622 | -25.01% | |
| Jpmorgan Chase & Co | 0.00% | 203,262 | $17,622,155 | $13,277,074 | -$4,345,081 | -24.66% | |
| Massachusetts Financial Services Co | 0.01% | 195,024 | $16,986,590 | $12,738,968 | -$4,247,622 | -25.01% | |
| Vanguard Fiduciary Trust Co | 0.00% | 193,008 | $16,810,997 | $12,607,283 | -$4,203,714 | -25.01% | |
| Basswood Capital Management, L.L.C. | 0.72% | 192,334 | $16,752,291 | $12,563,257 | -$4,189,034 | -25.01% | |
| Qube Research & Technologies Ltd | 0.02% | 169,696 | $14,780,522 | $11,084,543 | -$3,695,979 | -25.01% | |
| K2 Principal Fund, L.P. | 1.28% | 159,766 | $13,915,618 | $10,435,915 | -$3,479,703 | -25.01% | |
| Lightrock Netherlands B.V. | 2.63% | 152,713 | $13,301,302 | $9,975,213 | -$3,326,089 | -25.01% | |
| Schonfeld Strategic Advisors Llc | 0.06% | 129,357 | $11,266,993 | $8,449,599 | -$2,817,394 | -25.01% | |
| Clearline Capital Lp | 0.73% | 129,279 | $11,260,201 | $8,444,504 | -$2,815,697 | -25.01% | |
| Marshall Wace, Llp | 0.01% | 126,725 | $11,037,747 | $8,277,677 | -$2,760,070 | -25.01% | |
| Inherent Management Corp. | 4.06% | 120,000 | $10,452,000 | $7,838,400 | -$2,613,600 | -25.01% | |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | 106,161 | $9,246,623 | $6,934,437 | -$2,312,186 | -25.01% | |
| Group One Trading Llc | 0.26% | 105,408 | $9,181,037 | $6,885,251 | -$2,295,786 | -25.01% | |
| Aqr Capital Management Llc | 0.00% | 92,167 | $8,027,743 | $6,020,348 | -$2,007,395 | -25.01% | |
| Alliancebernstein L.P. | 0.00% | 88,139 | $7,703,349 | $5,757,239 | -$1,946,110 | -25.26% | |
| Dark Forest Capital Management Lp | 0.50% | 88,378 | $7,697,724 | $5,772,851 | -$1,924,873 | -25.01% | |
| Holocene Advisors, Lp | 0.02% | 80,036 | $6,971,136 | $5,227,952 | -$1,743,184 | -25.01% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 76,090 | $6,650,265 | $4,970,199 | -$1,680,066 | -25.26% | |
| Castleknight Management Lp | 0.24% | 74,800 | $6,515,080 | $4,885,936 | -$1,629,144 | -25.01% | |
| D. E. Shaw & Co., Inc. | 0.00% | 72,721 | $6,333,999 | $4,750,136 | -$1,583,863 | -25.01% | |
| Nuveen, Llc | 0.00% | 69,886 | $6,087,071 | $4,564,954 | -$1,522,117 | -25.01% | |
| Squarepoint Ops Llc | 0.01% | 69,057 | $6,014,865 | $4,510,803 | -$1,504,062 | -25.01% |
Frequently asked questions about PFSI
Who are the largest institutional holders of PFSI?
The largest institutional holders of PFSI reported in the latest SEC Form 13F filings include Mfn Partners Management, Lp, T. Rowe Price Investment Management, Inc., Blackrock, Inc., Dimensional Fund Advisors Lp, and Donald Smith & Co.. InsiderSet ranks institutional holders by their latest reported PFSI position.
What is PFSI institutional ownership?
This page tracks PFSI positions reported by institutional investment managers through SEC Form 13F. PENNYMAC FINANCIAL SERVICES (PFSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFSI?
InsiderSet currently tracks 219 institutional managers reporting PFSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFSI shareholders.
How much PFSI stock do institutions own?
Institutional investment managers disclosed approximately $2.94B in PFSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFSI institutional ownership last updated?
The latest PFSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFSI position after the reporting date.
Are institutions buying or selling PFSI?
Institutional buying and selling can be analyzed by comparing PFSI positions across consecutive 13F reporting periods. InsiderSet's PFSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFSI ownership changes.
How has PFSI institutional ownership changed over time?
InsiderSet tracks PFSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.