Latest Period
Q1 2026
Security Snapshot
PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI) Institutional Ownership
CUSIP: 70932M107
13F Institutional Holders and Ownership History from Q3 2018 to Q1 2026
Institutions Reporting
229
Shares (Excl. Options)
33,522,704
Price
$87.40
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- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Symbol
- PFSI on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 33,522,704
- Total 13F value
- $2,929,536,405
- Portfolio coverage rank
- 0%
- Share change
- +2,035,617
- Value change
- +$78,779,997
- Number of holders
- 229
- Shares outstanding
- 51,750,204
- SEC-reported price per share
- $85.88
- Insider filing price
- $85.88
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PFSI - PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share is tracked under CUSIP 70932M107.
- 229 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 264 to 229 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $4,116,568,545 to $2,929,536,405.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 229 institutions filings for Q1 2026.
Security key
70932M107
Latest holder period
Q1 2026
13F holders
229
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
PFSI full holder history
PennyMac Financial Services, Inc. SEC filings
PennyMac Financial Services, Inc. company facts
PennyMac Financial Services, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 70932M107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
PFSI
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 7.2% | $464,402,954 | 3,748,813 | T. Rowe Price Investment Management, Inc. | 30 Sep 2025 | |||
| MILLENNIUM MANAGEMENT LLC | 4.9% | $235,648,177 | 2,535,760 | Millennium Management LLC | 27 Mar 2026 | |||
| DIMENSIONAL FUND ADVISORS LP | 4.2% | $203,737,666 | 2,149,585 | Dimensional Fund Advisors LP | 31 Dec 2024 |
As of 31 Mar 2026, 229 institutional investors reported holding 33,522,704 shares of PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI). This represents 65% of the company’s total 51,750,204 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
54%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 8.8% | 4,531,792 | 0% | 8.3% | $396,078,621 |
| T. Rowe Price Investment Management, Inc. | 7% | 3,600,780 | -0.08% | 0.22% | $314,709,000 |
| MILLENNIUM MANAGEMENT LLC | 4.6% | 2,385,760 | +3869% | 0.16% | $208,515,424 |
| BlackRock, Inc. | 4.3% | 2,203,681 | -0.41% | 0% | $192,601,752 |
| DIMENSIONAL FUND ADVISORS LP | 3.7% | 1,916,271 | +7.1% | 0.03% | $167,474,134 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.2% | 1,658,085 | 0% | 0.01% | $144,916,629 |
| DONALD SMITH & CO., INC. | 2.7% | 1,372,204 | 2.2% | $119,930,630 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.5% | 1,292,585 | 0% | 0% | $112,971,929 |
| CITADEL ADVISORS LLC | 2.2% | 1,158,148 | +172% | 0.07% | $101,222,135 |
| STATE STREET CORP | 1.7% | 857,152 | +5.3% | 0% | $74,915,085 |
| Invesco Ltd. | 1.6% | 849,113 | -46% | 0.01% | $74,212,476 |
| FMR LLC | 1.4% | 749,341 | -66% | 0% | $65,492,432 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4% | 707,944 | +2.3% | 0% | $61,886,017 |
| GOLDMAN SACHS GROUP INC | 1.3% | 669,851 | +19% | 0.01% | $58,544,981 |
| Senvest Management, LLC | 0.98% | 508,633 | +22% | 1.5% | $44,454,524 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.91% | 468,772 | +6.2% | 0.01% | $40,970,673 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.89% | 461,352 | -16% | 2.1% | $40,322,165 |
| AMERICAN CENTURY COMPANIES INC | 0.84% | 432,485 | +1.3% | 0.02% | $37,799,245 |
| BANK OF AMERICA CORP /DE/ | 0.73% | 379,429 | +174% | 0% | $33,162,094 |
| Boston Partners | 0.7% | 362,101 | +12% | 0.03% | $31,797,917 |
| BlueCrest Capital Management Ltd | 0.68% | 351,095 | 2.9% | $30,685,703 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.6% | 309,867 | +2887% | 0.04% | $27,082,376 |
| Kinetic Partners Management, LP | 0.6% | 308,800 | +145% | 1.5% | $26,989,120 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.53% | 272,270 | 0% | $23,796,398 | |
| NORTHERN TRUST CORP | 0.52% | 268,007 | +3.4% | 0% | $23,423,812 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
31
Latest
Q1 2026
Rows shown
1-25 of 31
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 33,522,704 | $2,929,536,405 | +$78,779,997 | $87.40 | 229 |
| 2025 Q4 | 31,219,502 | $4,116,568,545 | -$98,735,289 | $131.84 | 264 |
| 2025 Q3 | 32,005,590 | $3,961,977,348 | +$178,919,518 | $123.88 | 228 |
| 2025 Q2 | 30,856,360 | $3,072,326,125 | -$44,816,360 | $99.64 | 217 |
| 2025 Q1 | 31,266,186 | $3,129,845,679 | +$82,064,938 | $100.11 | 201 |
| 2024 Q4 | 30,422,438 | $3,107,937,470 | -$35,278,740 | $102.14 | 205 |
| 2024 Q3 | 30,613,120 | $3,487,713,130 | +$165,719,681 | $113.97 | 200 |
| 2024 Q2 | 29,213,617 | $2,763,812,858 | +$36,285,972 | $94.60 | 183 |
| 2024 Q1 | 28,874,835 | $2,630,013,823 | -$21,387,117 | $91.09 | 191 |
| 2023 Q4 | 29,149,050 | $2,575,834,627 | +$53,699,532 | $88.37 | 192 |
| 2023 Q3 | 28,619,765 | $1,906,083,389 | -$63,086,658 | $66.60 | 175 |
| 2023 Q2 | 29,492,336 | $2,072,945,842 | +$38,813,602 | $70.31 | 168 |
| 2023 Q1 | 28,981,316 | $1,727,289,463 | +$33,598,855 | $59.61 | 172 |
| 2022 Q4 | 28,565,738 | $1,619,467,051 | -$29,158,933 | $56.66 | 178 |
| 2022 Q3 | 29,188,251 | $1,253,237,878 | -$233,049,067 | $42.90 | 163 |
| 2022 Q2 | 29,966,773 | $1,311,214,805 | -$97,537,142 | $43.71 | 163 |
| 2022 Q1 | 31,812,567 | $1,692,117,230 | +$50,719,332 | $53.20 | 173 |
| 2021 Q4 | 30,351,236 | $2,117,816,413 | -$170,916,424 | $69.78 | 196 |
| 2021 Q3 | 32,921,404 | $2,012,492,945 | +$2,631,306 | $61.13 | 197 |
| 2021 Q2 | 32,940,335 | $2,033,459,484 | -$76,394,997 | $61.72 | 196 |
| 2021 Q1 | 33,982,589 | $2,271,191,277 | -$187,748,026 | $66.87 | 226 |
| 2020 Q4 | 36,796,296 | $2,414,116,689 | -$61,266,459 | $65.62 | 237 |
| 2020 Q3 | 37,969,176 | $2,206,988,535 | -$59,924,928 | $58.12 | 221 |
| 2020 Q2 | 38,965,892 | $1,628,008,953 | -$119,860,027 | $41.79 | 183 |
| 2020 Q1 | 42,451,836 | $938,618,919 | +$284,978 | $22.11 | 156 |