PENNYMAC FINANCIAL SERVICES (PFSI) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.95B 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 $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 $300.73M, representing an estimated loss of -23.81% 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
$2.95B
Largest Holder
Mfn Partners Management, Lp
Largest Position
$394.72M
Insider Transactions (90d)
5
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | $300,729,717 | -$93,989,366 | -23.81% | |
| T. Rowe Price Investment Management, Inc. | 0.22% | 3,921,911 | $341,599,000 | $260,258,014 | -$81,340,986 | -23.81% | |
| Blackrock, Inc. | 0.00% | 2,327,613 | $202,735,123 | $154,460,399 | -$48,274,724 | -23.81% | |
| Dimensional Fund Advisors Lp | 0.03% | 2,130,571 | $185,569,921 | $141,384,692 | -$44,185,229 | -23.81% | |
| Donald Smith & Co. | Donald G. Smith | 2.90% | 1,882,201 | $163,939,707 | $124,902,858 | -$39,036,849 | -23.81% |
| Rubric Capital Management Lp | 1.36% | 1,700,000 | $148,070,000 | $112,812,000 | -$35,258,000 | -23.81% | |
| Vanguard Portfolio Management Llc | 0.01% | 1,659,677 | $144,557,867 | $110,136,166 | -$34,421,701 | -23.81% | |
| Vanguard Capital Management Llc | 0.00% | 1,293,868 | $112,695,903 | $85,861,080 | -$26,834,823 | -23.81% | |
| Invesco Ltd. | 0.01% | 1,007,153 | $87,723,027 | $66,834,673 | -$20,888,354 | -23.81% | |
| State Street Corp | 0.00% | 922,212 | $80,316,116 | $61,197,988 | -$19,118,128 | -23.80% | |
| Goldman Sachs Group Inc | 0.01% | 819,763 | $71,401,373 | $54,399,473 | -$17,001,900 | -23.81% | |
| Fmr Llc | 0.00% | 807,585 | $70,340,656 | $53,591,341 | -$16,749,315 | -23.81% | |
| Geode Capital Management, Llc | 0.00% | 758,664 | $66,090,714 | $50,344,943 | -$15,745,771 | -23.82% | |
| American Century Companies Inc | 0.03% | 649,995 | $56,614,630 | $43,133,668 | -$13,480,962 | -23.81% | |
| Symmetry Investments Lp | 4.81% | 496,742 | $43,266,228 | $32,963,799 | -$10,302,429 | -23.81% | |
| Charles Schwab Investment Management Inc | 0.01% | 482,441 | $42,020,611 | $32,014,785 | -$10,005,826 | -23.81% | |
| Millennium Management Llc | 0.03% | 449,157 | $39,121,575 | $29,806,059 | -$9,315,516 | -23.81% | |
| Senvest Management, Llc | 1.03% | 401,757 | $34,993,035 | $26,660,595 | -$8,332,440 | -23.81% | |
| Ameriprise Financial Inc | 0.01% | 397,792 | $34,647,683 | $26,397,477 | -$8,250,206 | -23.81% | |
| Bluecrest Capital Management Ltd | 1.47% | 396,103 | $34,500,571 | $26,285,395 | -$8,215,176 | -23.81% | |
| Wellington Management Group Llp | 0.01% | 348,769 | $30,377,780 | $23,144,311 | -$7,233,469 | -23.81% | |
| Morgan Stanley | 0.00% | 341,593 | $29,752,860 | $22,668,111 | -$7,084,749 | -23.81% | |
| Bank Of New York Mellon Corp | 0.00% | 303,380 | $26,424,409 | $20,132,297 | -$6,292,112 | -23.81% | |
| Bank Of America Corp | 0.00% | 286,228 | $24,930,460 | $18,994,090 | -$5,936,370 | -23.81% | |
| Northern Trust Corp | 0.00% | 273,555 | $23,826,641 | $18,153,110 | -$5,673,531 | -23.81% | |
| Susquehanna International Group, Llp | 0.02% | 271,423 | $23,640,943 | $18,011,630 | -$5,629,313 | -23.81% | |
| Janus Henderson Group Plc | 0.01% | 267,868 | $23,423,417 | $17,775,720 | -$5,647,697 | -24.11% | |
| Kinetic Partners Management, Lp | 0.44% | 209,900 | $18,282,290 | $13,928,964 | -$4,353,326 | -23.81% | |
| Jpmorgan Chase & Co | 0.00% | 203,262 | $17,622,155 | $13,488,466 | -$4,133,689 | -23.46% | |
| Massachusetts Financial Services Co | 0.01% | 195,024 | $16,986,590 | $12,941,793 | -$4,044,797 | -23.81% | |
| Vanguard Fiduciary Trust Co | 0.00% | 193,008 | $16,810,997 | $12,808,011 | -$4,002,986 | -23.81% | |
| Basswood Capital Management, L.L.C. | 0.72% | 192,334 | $16,752,291 | $12,763,284 | -$3,989,007 | -23.81% | |
| Qube Research & Technologies Ltd | 0.02% | 169,696 | $14,780,522 | $11,261,027 | -$3,519,495 | -23.81% | |
| K2 Principal Fund, L.P. | 1.28% | 159,766 | $13,915,618 | $10,602,072 | -$3,313,546 | -23.81% | |
| Lightrock Netherlands B.V. | 2.63% | 152,713 | $13,301,302 | $10,134,035 | -$3,167,267 | -23.81% | |
| Schonfeld Strategic Advisors Llc | 0.06% | 129,357 | $11,266,993 | $8,584,131 | -$2,682,862 | -23.81% | |
| Clearline Capital Lp | 0.73% | 129,279 | $11,260,201 | $8,578,954 | -$2,681,247 | -23.81% | |
| Marshall Wace, Llp | 0.01% | 126,725 | $11,037,747 | $8,409,471 | -$2,628,276 | -23.81% | |
| Prescott Group Capital Management, L.L.C. | 0.94% | 124,963 | $10,884,278 | $8,292,545 | -$2,591,733 | -23.81% | |
| Inherent Management Corp. | 4.06% | 120,000 | $10,452,000 | $7,963,200 | -$2,488,800 | -23.81% | |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | 106,161 | $9,246,623 | $7,044,844 | -$2,201,779 | -23.81% | |
| Group One Trading Llc | 0.26% | 105,408 | $9,181,037 | $6,994,875 | -$2,186,162 | -23.81% | |
| Aqr Capital Management Llc | 0.00% | 92,167 | $8,027,743 | $6,116,202 | -$1,911,541 | -23.81% | |
| Alliancebernstein L.P. | 0.00% | 88,139 | $7,703,349 | $5,848,904 | -$1,854,445 | -24.07% | |
| Dark Forest Capital Management Lp | 0.50% | 88,378 | $7,697,724 | $5,864,764 | -$1,832,960 | -23.81% | |
| Holocene Advisors, Lp | 0.02% | 80,036 | $6,971,136 | $5,311,189 | -$1,659,947 | -23.81% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 76,090 | $6,650,265 | $5,049,332 | -$1,600,933 | -24.07% | |
| Castleknight Management Lp | 0.24% | 74,800 | $6,515,080 | $4,963,728 | -$1,551,352 | -23.81% | |
| D. E. Shaw & Co., Inc. | 0.00% | 72,721 | $6,333,999 | $4,825,766 | -$1,508,233 | -23.81% | |
| Nuveen, Llc | 0.00% | 69,886 | $6,087,071 | $4,637,635 | -$1,449,436 | -23.81% |
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.