Latest Period
Q2 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 Q2 2026
Institutions Reporting
227
Shares (Excl. Options)
33,587,844
Price
$87.10
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- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Symbol
- PFSI on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 33,587,844
- Total 13F value
- $2,925,443,528
- Portfolio coverage rank
- 0%
- Share change
- +232,735
- Value change
- +$19,761,749
- Number of holders
- 227
- Shares outstanding
- 51,750,204
- SEC-reported price per share
- $83.99
- Insider filing price
- $83.99
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.
- 227 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 231 to 227 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,932,631,194 to $2,925,443,528.
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 227 institutions filings for Q2 2026.
Security key
70932M107
Latest holder period
Q2 2026
13F holders
227
13D/G owners
3
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 227 institutional investors reported holding 33,587,844 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
55%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 8.8% | 4,531,792 | 0% | 8.2% | $394,719,083 |
| T. Rowe Price Investment Management, Inc. | 7.6% | 3,921,911 | +8.9% | 0.22% | $341,599,000 |
| BlackRock, Inc. | 4.5% | 2,327,613 | +5.6% | 0% | $202,735,123 |
| DIMENSIONAL FUND ADVISORS LP | 4.1% | 2,130,571 | +11% | 0.03% | $185,569,921 |
| DONALD SMITH & CO., INC. | 3.6% | 1,882,201 | +37% | 2.9% | $163,939,707 |
| Rubric Capital Management LP | 3.3% | 1,700,000 | +3006% | 1.4% | $148,070,000 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.2% | 1,659,677 | +0.1% | 0.01% | $144,557,867 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.5% | 1,293,868 | +0.1% | 0% | $112,695,903 |
| Invesco Ltd. | 1.9% | 1,007,153 | +19% | 0.01% | $87,723,027 |
| STATE STREET CORP | 1.8% | 922,212 | +7.6% | 0% | $80,316,116 |
| GOLDMAN SACHS GROUP INC | 1.6% | 819,763 | +22% | 0.01% | $71,401,373 |
| FMR LLC | 1.6% | 807,585 | +7.8% | 0% | $70,340,656 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 758,664 | +7.2% | 0% | $66,090,714 |
| AMERICAN CENTURY COMPANIES INC | 1.3% | 649,995 | +50% | 0.03% | $56,614,630 |
| Symmetry Investments LP | 0.96% | 496,742 | +302% | 4.8% | $43,266,228 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.93% | 482,441 | +2.9% | 0.01% | $42,020,611 |
| MILLENNIUM MANAGEMENT LLC | 0.87% | 449,157 | -81% | 0.03% | $39,121,575 |
| Senvest Management, LLC | 0.78% | 401,757 | -21% | 1% | $34,993,035 |
| AMERIPRISE FINANCIAL INC | 0.77% | 397,792 | +49% | 0.01% | $34,647,683 |
| BlueCrest Capital Management Ltd | 0.77% | 396,103 | +13% | 1.5% | $34,500,571 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.67% | 348,769 | +28% | 0.01% | $30,377,780 |
| MORGAN STANLEY | 0.66% | 341,593 | +187% | 0% | $29,752,860 |
| Bank of New York Mellon Corp | 0.59% | 303,380 | +29% | 0% | $26,424,409 |
| BANK OF AMERICA CORP /DE/ | 0.55% | 286,228 | -25% | 0% | $24,930,460 |
| NORTHERN TRUST CORP | 0.53% | 273,555 | +2.1% | 0% | $23,826,641 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
32
Latest
Q2 2026
Rows shown
1-25 of 32
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 33,587,844 | $2,925,443,528 | +$19,761,749 | $87.10 | 227 |
| 2026 Q1 | 33,558,112 | $2,932,631,194 | +$81,586,228 | $87.40 | 231 |
| 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 |