PENNYMAC FINANCIAL SERVICES (PFSI) Top Institutional Shareholders
PENNYMAC FINANCIAL SERVICES (PFSI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.61B in PFSI holdings during the latest filing period.
Mfn Partners Management, Lp is currently the largest disclosed institutional shareholder of PFSI tracked by InsiderSet, reporting ownership valued at approximately $396.08M in its March 31, 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 $367.98M, representing an estimated loss of -7.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed PFSI value among the investors covered in this analysis. Major shareholders include Mfn Partners Management, Lp, Millennium Management Llc, 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
228
Total Reported Value
$2.61B
Largest Holder
Mfn Partners Management, Lp
Largest Position
$396.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
141
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 | 8.30% | 4,531,792 | $396,078,621 | $367,981,510 | -$28,097,111 | -7.09% | |
| Millennium Management Llc | 0.16% | 2,385,760 | $208,515,424 | $193,723,712 | -$14,791,712 | -7.09% | |
| Blackrock, Inc. | 0.00% | 2,203,681 | $192,601,752 | $178,938,897 | -$13,662,855 | -7.09% | |
| Dimensional Fund Advisors Lp | 0.03% | 1,916,271 | $167,474,134 | $155,601,205 | -$11,872,929 | -7.09% | |
| Vanguard Portfolio Management Llc | 0.01% | 1,658,085 | $144,916,629 | $134,636,502 | -$10,280,127 | -7.09% | |
| Donald Smith & Co. | Donald G. Smith | 2.16% | 1,372,204 | $119,930,630 | $111,422,965 | -$8,507,665 | -7.09% |
| Vanguard Capital Management Llc | 0.00% | 1,292,585 | $112,971,929 | $104,957,902 | -$8,014,027 | -7.09% | |
| Citadel Advisors Llc | 0.07% | 1,158,148 | $101,222,135 | $94,041,618 | -$7,180,517 | -7.09% | |
| State Street Corp | 0.00% | 857,152 | $74,915,085 | $69,600,742 | -$5,314,343 | -7.09% | |
| Invesco Ltd. | 0.01% | 849,113 | $74,212,476 | $68,947,976 | -$5,264,500 | -7.09% | |
| Fmr Llc | 0.00% | 749,341 | $65,492,432 | $60,846,489 | -$4,645,943 | -7.09% | |
| Geode Capital Management, Llc | 0.00% | 707,944 | $61,886,017 | $57,485,053 | -$4,400,964 | -7.11% | |
| Goldman Sachs Group Inc | 0.01% | 669,851 | $58,544,981 | $54,391,901 | -$4,153,080 | -7.09% | |
| Senvest Management, Llc | 1.48% | 508,633 | $44,454,524 | $41,301,000 | -$3,153,524 | -7.09% | |
| Charles Schwab Investment Management Inc | 0.01% | 468,772 | $40,970,673 | $38,064,286 | -$2,906,387 | -7.09% | |
| Basswood Capital Management, L.L.C. | 2.05% | 461,352 | $40,322,165 | $37,461,782 | -$2,860,383 | -7.09% | |
| American Century Companies Inc | 0.02% | 432,485 | $37,799,245 | $35,117,782 | -$2,681,463 | -7.09% | |
| Bank Of America Corp | 0.00% | 379,429 | $33,162,094 | $30,809,635 | -$2,352,459 | -7.09% | |
| Boston Partners | 0.03% | 362,101 | $31,797,917 | $29,402,601 | -$2,395,316 | -7.53% | |
| Bluecrest Capital Management Ltd | 2.88% | 351,095 | $30,685,703 | $28,508,914 | -$2,176,789 | -7.09% | |
| Susquehanna International Group, Llp | 0.04% | 309,867 | $27,082,376 | $25,161,200 | -$1,921,176 | -7.09% | |
| Kinetic Partners Management, Lp | 1.51% | 308,800 | $26,989,120 | $25,074,560 | -$1,914,560 | -7.09% | |
| Wellington Management Group Llp | 0.00% | 272,270 | $23,796,398 | $22,108,324 | -$1,688,074 | -7.09% | |
| Northern Trust Corp | 0.00% | 268,007 | $23,423,812 | $21,762,168 | -$1,661,644 | -7.09% | |
| Janus Henderson Group Plc | 0.01% | 267,868 | $23,423,417 | $21,750,882 | -$1,672,535 | -7.14% | |
| Ameriprise Financial Inc | 0.01% | 266,600 | $23,300,840 | $21,647,920 | -$1,652,920 | -7.09% | |
| Bank Of New York Mellon Corp | 0.00% | 235,734 | $20,603,115 | $19,141,601 | -$1,461,514 | -7.09% | |
| Holocene Advisors, Lp | 0.05% | 228,911 | $20,006,821 | $18,587,573 | -$1,419,248 | -7.09% | |
| Massachusetts Financial Services Co | 0.01% | 205,178 | $17,932,557 | $16,660,454 | -$1,272,103 | -7.09% | |
| Vanguard Fiduciary Trust Co | 0.00% | 188,288 | $16,456,371 | $15,288,986 | -$1,167,385 | -7.09% | |
| Canyon Capital Advisors Llc | 2.12% | 187,500 | $16,387,500 | $15,225,000 | -$1,162,500 | -7.09% | |
| Ubs Group Ag | 0.00% | 183,736 | $16,058,527 | $14,919,363 | -$1,139,164 | -7.09% | |
| Qube Research & Technologies Ltd | 0.02% | 153,722 | $13,435,303 | $12,482,226 | -$953,077 | -7.09% | |
| Lightrock Netherlands B.V. | 2.84% | 152,213 | $13,303,416 | $12,359,696 | -$943,720 | -7.09% | |
| Prescott Group Capital Management, L.L.C. | 1.27% | 145,963 | $12,757,167 | $11,852,196 | -$904,971 | -7.09% | |
| Alliancebernstein L.P. | 0.00% | 85,239 | $11,237,910 | $6,921,407 | -$4,316,503 | -38.41% | |
| Symmetry Investments Lp | 2.79% | 123,496 | $10,793,550 | $10,027,875 | -$765,675 | -7.09% | |
| Morgan Stanley | 0.00% | 118,851 | $10,387,681 | $9,650,701 | -$736,980 | -7.09% | |
| Eversource Wealth Advisors, Llc | 0.31% | 138,303 | $10,008,806 | $11,230,204 | +$1,221,398 | +12.20% | |
| Azora Capital Lp | 0.63% | 109,878 | $9,603,337 | $8,922,094 | -$681,243 | -7.09% | |
| Palisade Capital Management, Lp | 0.31% | 105,501 | $9,220,787 | $8,566,681 | -$654,106 | -7.09% | |
| Clearline Capital Lp | 0.70% | 102,386 | $8,948,536 | $8,313,743 | -$634,793 | -7.09% | |
| Bw Gestao De Investimentos Ltda. | 0.34% | 87,500 | $7,647,500 | $7,105,000 | -$542,500 | -7.09% | |
| K2 Principal Fund, L.P. | 0.75% | 81,002 | $7,079,575 | $6,577,362 | -$502,213 | -7.09% | |
| Helix Partners Management Lp | 4.41% | 79,000 | $6,904,600 | $6,414,800 | -$489,800 | -7.09% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 76,090 | $6,650,265 | $6,178,508 | -$471,757 | -7.09% | |
| Philadelphia Financial Management Of San Francisco, Llc | 1.94% | 69,366 | $6,062,588 | $5,632,519 | -$430,069 | -7.09% | |
| Dark Forest Capital Management Lp | 0.52% | 67,075 | $5,862,355 | $5,446,490 | -$415,865 | -7.09% | |
| 1832 Asset Management L.P. | 0.01% | 66,700 | $5,829,580 | $5,416,040 | -$413,540 | -7.09% | |
| Emg Holdings, L.P. | 8.44% | 65,727 | $5,744,540 | $5,337,032 | -$407,508 | -7.09% |
Frequently asked questions about PFSI
Who owns the most PFSI stock?
The largest holders of PFSI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PENNYMAC FINANCIAL SERVICES (PFSI).
Is PFSI widely held by superinvestors?
Many widely followed stocks like PFSI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFSI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.