Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PFSI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MFN Partners Management, LP | 4.5M | $396.1M | 0.0% | 8.687% | 8.30% |
| 2 | BlackRock, Inc. | 2.2M | $192.6M | -0.4% | 4.224% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $167.5M | +7.1% | 3.673% | 0.03% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7M | $144.9M | β | 3.178% | 0.01% |
| 5 | CITADEL ADVISORS LLC | 1.4M | $120.6M | +173.6% | 2.645% | 0.06% |
| 6 | DONALD SMITH & CO., INC. | 1.4M | $119.9M | β | 2.630% | 2.16% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $113.0M | β | 2.478% | 0.00% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1M | $95.8M | +38.3% | 2.101% | 0.01% |
| 9 | STATE STREET CORP | 857K | $74.9M | +5.3% | 1.643% | 0.00% |
| 10 | Invesco Ltd. | 849K | $74.2M | -45.9% | 1.628% | 0.01% |
| 11 | FMR LLC | 749K | $65.5M | -66.3% | 1.436% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 708K | $61.9M | +2.3% | 1.357% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 670K | $58.5M | +17.3% | 1.284% | 0.01% |
| 14 | Senvest Management, LLC | 509K | $44.5M | +21.9% | 0.975% | 1.47% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 469K | $41.0M | +6.2% | 0.899% | 0.01% |
| 16 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 461K | $40.3M | -16.3% | 0.884% | 1.94% |
| 17 | AMERICAN CENTURY COMPANIES INC | 432K | $37.8M | +1.3% | 0.829% | 0.02% |
| 18 | BANK OF AMERICA CORP /DE/ | 379K | $33.2M | +173.9% | 0.727% | 0.00% |
| 19 | Boston Partners | 362K | $31.8M | +11.8% | 0.694% | 0.03% |
| 20 | BlueCrest Capital Management Ltd | 351K | $30.7M | β | 0.673% | 2.25% |
| 21 | Kinetic Partners Management, LP | 309K | $27.0M | +145.3% | 0.592% | 1.51% |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 272K | $23.8M | β | 0.522% | 0.00% |
| 23 | NORTHERN TRUST CORP | 268K | $23.4M | +3.4% | 0.514% | 0.00% |
| 24 | JANUS HENDERSON GROUP PLC | 268K | $23.4M | +1882.2% | 0.513% | 0.01% |
| 25 | AMERIPRISE FINANCIAL INC | 267K | $23.3M | -23.1% | 0.511% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PFSI β a direct measure of their conviction.
Filings activity in PFSI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 224 | 13% | 58.28% | 27.19 pp | $2.48B | 32% |
| Q4 2025 | 257 | +15% | 85.47% | +3.37 pp | $3.64B | +4.1% |
| Q3 2025 | 224 | +4.2% | 82.10% | +18.68 pp | $3.50B | +29% |
| Q2 2025 | 215 | +8.6% | 63.42% | +0.41 pp | $2.70B | +0.6% |
| Q1 2025 | 198 | 3.4% | 63.01% | 7.27 pp | $2.68B | 10% |
| Q4 2024 | 205 | +4.1% | 70.28% | +0.70 pp | $2.99B | +1.0% |
| Q3 2024 | 197 | +8.2% | 69.58% | +16.58 pp | $2.96B | +31% |
| Q2 2024 | 182 | β | 53.00% | β | $2.26B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PFSI stock.
Based on Q1 2026 13F filings, institutional ownership of PennyMac Financial Services, Inc. stands at 58.3%, held across 224 reporting institutions.
MFN Partners Management, LP is the largest reported institutional holder of PFSI, with approximately 4,531,792 shares worth $0.40B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of PFSI, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for PFSI is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in PFSI during Q1 2026, while 79 fully exited. 39 added to existing positions and 138 trimmed.
PFSI institutional ownership fell by 27.19 percentage points quarter-over-quarter, with a net change of -33 holders.
The top 10 institutions account for 60.4% of all reported 13F value in PFSI, and the top 25 account for 83.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
PennyMac Financial Services, Inc. (PFSI) Institutional Ownership