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
3,677
Share change
+2,839
Total reported value
$321,415
Price per share
$87.41
Number of holders
6
Value change
+$248,161
Number of buys
2
Number of sells
4

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Quarterly Holders Quick Answers

What is CUSIP 70932M107?
CUSIP 70932M107 identifies PFSI - PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share in SEC institutional holdings data.

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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 by the holder's primary source 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
Farhad Nanji
3/4/5
Director
9.1%
4,719,291
$620,633,958 11 Feb 2026
MFN Partners Management, LP
13F
Company
8.8%
4,531,792
$597,471,457 31 Dec 2025
13F
KURLAND FAMILY INVESTMENTS, LLC
3/4/5
10%+ Owner
class O/S missing
6,653,759
$561,805,484 01 Jun 2021
T. Rowe Price Investment Management, Inc.
13F 13D/G
Company
7.2%
from 13D/G
3,603,567
$475,095,000 31 Dec 2025
MFN Partners, LP
3/4/5
Director
class O/S missing
4,531,792
$382,638,685 11 Feb 2022
VANGUARD GROUP INC
13F
Company
5.5%
2,832,737
$373,468,046 31 Dec 2025
13F
FMR LLC
13F
Company
4.3%
2,226,631
$293,558,983 31 Dec 2025
13F
BlackRock, Inc.
13F
Company
4.3%
2,212,703
$291,722,811 31 Dec 2025
13F
DIMENSIONAL FUND ADVISORS LP
13F 13D/G
Company
4.2%
from 13D/G
1,789,369
$235,915,504 31 Dec 2025
MILLENNIUM MANAGEMENT LLC
13D/G 13F
Company
4.9%
2,535,760
$235,648,177 $0 27 Mar 2026
Invesco Ltd.
13F
Company
3%
1,569,184
$206,881,219 31 Dec 2025
13F
STATE STREET CORP
13F
Company
1.6%
814,156
$107,338,327 31 Dec 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.3%
692,304
$91,287,289 31 Dec 2025
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
1.3%
671,025
$88,469,000 31 Dec 2025
13F
140 Summer Partners LP
13F
Company
1.3%
669,892
$88,318,561 31 Dec 2025
13F
Vandad Fartaj
3/4/5
Chief Investment Officer
mixed-class rows
965,227
mixed-class rows
$80,499,155 27 Feb 2023
JPMORGAN CHASE & CO
13F
Company
1.2%
598,527
$78,909,799 31 Dec 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.1%
563,917
$74,346,825 31 Dec 2025
13F
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
13F
Company
1.1%
550,927
$72,634,216 31 Dec 2025
13F
Doug Jones
3/4/5
Director, President & CMBO, Director
mixed-class rows
478,196
mixed-class rows
$58,610,127 -$6,188,662 28 Feb 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.85%
441,401
$58,194,308 31 Dec 2025
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.83%
426,982
$56,293,531 31 Dec 2025
13F
CITADEL ADVISORS LLC
13F
Company
0.82%
425,284
$56,069,442 31 Dec 2025
13F
Senvest Management, LLC
13F
Company
0.81%
417,333
$55,021,183 31 Dec 2025
13F
David Spector
3/4/5
Chairman & CEO, Director
mixed-class rows
660,324
mixed-class rows
$53,027,733 -$18,249,526 06 Mar 2026
AMERIPRISE FINANCIAL INC
13F
Company
0.67%
346,771
$45,718,288 31 Dec 2025
13F
NORGES BANK
13F
Company
0.65%
335,911
$44,286,506 31 Dec 2025
13F
Boston Partners
13F
Company
0.63%
323,824
$43,424,681 31 Dec 2025
13F
Senator Investment Group LP
13F
Company
0.55%
287,093
$37,850,341 31 Dec 2025
13F
NORTHERN TRUST CORP
13F
Company
0.5%
259,247
$34,179,125 31 Dec 2025
13F
MAZZELLA JOSEPH F
3/4/5
Director
0.48%
246,577
$33,775,154 -$1,849,269 02 Feb 2026
Bank of New York Mellon Corp
13F
Company
0.49%
255,898
$33,737,560 31 Dec 2025
13F
GOLDENTREE ASSET MANAGEMENT LP
13F
Company
0.44%
227,377
$29,917,270 31 Dec 2025
13F
Daniel Stanley Perotti
3/4/5
Chief Financial Officer
mixed-class rows
243,203
mixed-class rows
$29,527,352 -$8,533,001 28 Feb 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
0.42%
215,993
$28,476,517 31 Dec 2025
13F
TWO SIGMA INVESTMENTS, LP
13F
Company
0.41%
213,171
$28,104,465 31 Dec 2025
13F
Qube Research & Technologies Ltd
13F
Company
0.38%
197,602
$26,051,848 31 Dec 2025
13F
PALISADE CAPITAL MANAGEMENT, LP
13F
Company
0.35%
183,469
$24,188,553 31 Dec 2025
13F
Anne Mccallion
3/4/5
Director
0.31%
158,466
$20,839,863 -$3,653,395 11 Feb 2026
Nuveen, LLC
13F
Company
0.29%
150,280
$19,812,915 31 Dec 2025
13F
MORGAN STANLEY
13F
Company
0.28%
144,092
$18,997,213 31 Dec 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.27%
138,527
$18,263,398 31 Dec 2025
13F
Kinetic Partners Management, LP
13F
Company
0.24%
125,900
$16,598,656 31 Dec 2025
13F
Lightrock Netherlands B.V.
13F
Company
0.24%
124,313
$16,389,426 31 Dec 2025
13F
JANE STREET GROUP, LLC
13F
Company
0.17%
90,255
$11,899,220 31 Dec 2025
13F
BW Gestao de Investimentos Ltda.
13F
Company
0.17%
90,000
$11,865,600 31 Dec 2025
13F
Concentric Capital Strategies, LP
13F
Company
0.17%
86,478
$11,401,260 31 Dec 2025
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
0.17%
86,390
$11,389,658 31 Dec 2025
13F
UBS Group AG
13F
Company
0.16%
84,539
$11,145,622 31 Dec 2025
13F
DARK FOREST CAPITAL MANAGEMENT LP
13F
Company
0.16%
83,391
$10,994,269 31 Dec 2025
13F

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 6 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,677 shares. The largest 6 holders included Cooper Financial Group, Versant Capital Management, Inc, SIGNATUREFD, LLC, GAMMA Investing LLC, Farther Finance Advisors, LLC, and Retirement Wealth Solutions LLC. This page lists 6 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
262
Q1 2026 holders
6
Holder diff
-256
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.