Security key
70932M107
PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI)
CUSIP: 70932M107
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Stock, par value $0.0001 per share
- Shares outstanding
- 51,750,204
- Total 13F shares
- 33,522,694
- Share change
- +2,038,065
- Total reported value
- $2,929,535,531
- Put/Call ratio
- 70%
- Price per share
- $87.40
- Number of holders
- 228
- Value change
- +$79,103,185
- Number of buys
- 125
- Number of sells
- 143
Report period
Q1 2026
Institutions
228
Top holders
10
PFSI full security history
Previous quarter: Q4 2025
PennyMac Financial Services, Inc. SEC filings
PennyMac Financial Services, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 70932M107
Recent filing periods:
Top shareholders of PFSI - PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. |
13F
13D/G
|
Company |
7.2%
from 13D/G
|
3,603,567
|
$475,095,000 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13D/G
13F
|
Company |
4.9%
|
2,535,760
|
$235,648,177 | $0 | 27 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
13D/G
|
Company |
4.2%
from 13D/G
|
1,789,369
|
$235,915,504 | — | 31 Dec 2025 | |
| Anne Mccallion |
3/4/5
|
Director |
0.31%
|
158,466
|
$20,839,863 | -$3,653,395 | 11 Feb 2026 | |
| Patrick Kinsella |
3/4/5
|
Director |
0.07%
|
34,210
|
$3,049,821 | +$200,588 | 11 Feb 2026 | |
| Theodore W. Tozer |
3/4/5
|
Director |
0.05%
|
26,998
|
$3,550,506 | — | 11 Feb 2026 | |
| Jeffrey A. Perlowitz |
3/4/5
|
Director |
0.04%
|
20,302
|
$2,669,916 | — | 11 Feb 2026 | |
| Shiva Iyer |
3/4/5
|
Chief Enterprise Risk Officer |
0.03%
|
14,671
|
$1,363,376 | — | 16 Mar 2026 | |
| Lisa M. Shalett |
3/4/5
|
Director |
0.03%
|
13,105
|
$1,723,438 | — | 11 Feb 2026 | |
| Jonathon S. Jacobson |
3/4/5
|
Director |
0.02%
|
10,579
|
$1,391,244 | — | 11 Feb 2026 | |
| Marshall Sebring |
3/4/5
|
Chief Investment Officer |
0.01%
|
4,215
|
$391,699 | — | 16 Mar 2026 | |
| MFN Partners Management, LP |
13F
|
Company |
8.8%
|
4,531,792
|
$597,471,457 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.5%
|
2,832,737
|
$373,468,046 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
4.3%
|
2,226,631
|
$293,558,983 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
4.3%
|
2,212,703
|
$291,722,811 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
3%
|
1,569,184
|
$206,881,219 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
1.6%
|
814,156
|
$107,338,327 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
692,304
|
$91,287,289 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.3%
|
671,025
|
$88,469,000 | — | 31 Dec 2025 | |
| 140 Summer Partners LP |
13F
|
Company |
1.3%
|
669,892
|
$88,318,561 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.2%
|
598,527
|
$78,909,799 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.1%
|
563,917
|
$74,346,825 | — | 31 Dec 2025 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
1.1%
|
550,927
|
$72,634,216 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.85%
|
441,401
|
$58,194,308 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.83%
|
426,982
|
$56,293,531 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.82%
|
425,284
|
$56,069,442 | — | 31 Dec 2025 | |
| Senvest Management, LLC |
13F
|
Company |
0.81%
|
417,333
|
$55,021,183 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.67%
|
346,771
|
$45,718,288 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
0.65%
|
335,911
|
$44,286,506 | — | 31 Dec 2025 | |
| Boston Partners |
13F
|
Company |
0.63%
|
323,824
|
$43,424,681 | — | 31 Dec 2025 | |
| Senator Investment Group LP |
13F
|
Company |
0.55%
|
287,093
|
$37,850,341 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.5%
|
259,247
|
$34,179,125 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.49%
|
255,898
|
$33,737,560 | — | 31 Dec 2025 | |
| GOLDENTREE ASSET MANAGEMENT LP |
13F
|
Company |
0.44%
|
227,377
|
$29,917,270 | — | 31 Dec 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.42%
|
215,993
|
$28,476,517 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.41%
|
213,171
|
$28,104,465 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.38%
|
197,602
|
$26,051,848 | — | 31 Dec 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.35%
|
183,469
|
$24,188,553 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.29%
|
150,280
|
$19,812,915 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.28%
|
144,092
|
$18,997,213 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.27%
|
138,527
|
$18,263,398 | — | 31 Dec 2025 | |
| Kinetic Partners Management, LP |
13F
|
Company |
0.24%
|
125,900
|
$16,598,656 | — | 31 Dec 2025 | |
| Lightrock Netherlands B.V. |
13F
|
Company |
0.24%
|
124,313
|
$16,389,426 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.17%
|
90,255
|
$11,899,220 | — | 31 Dec 2025 | |
| BW Gestao de Investimentos Ltda. |
13F
|
Company |
0.17%
|
90,000
|
$11,865,600 | — | 31 Dec 2025 | |
| Concentric Capital Strategies, LP |
13F
|
Company |
0.17%
|
86,478
|
$11,401,260 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.17%
|
86,390
|
$11,389,658 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.16%
|
84,539
|
$11,145,622 | — | 31 Dec 2025 | |
| DARK FOREST CAPITAL MANAGEMENT LP |
13F
|
Company |
0.16%
|
83,391
|
$10,994,269 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.15%
|
75,104
|
$9,901,712 | — | 31 Dec 2025 |
Institutional Holders of PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI) as of Q1 2026
As of 31 Mar 2026,
PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI) was held by
228 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
33,522,694 shares.
The largest 10 holders included
MFN Partners Management, LP, T. Rowe Price Investment Management, Inc., MILLENNIUM MANAGEMENT LLC, BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, VANGUARD PORTFOLIO MANAGEMENT LLC, DONALD SMITH & CO., INC., VANGUARD CAPITAL MANAGEMENT LLC, CITADEL ADVISORS LLC, and STATE STREET CORP.
This page lists
228
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
264
Q1 2026 holders
228
Holder diff
-36
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.