| 4 | DONALD SMITH & CO., INC. | 1.9M | $163.9M | +37.2% | 3.625% | 2.90% |
| 5 | Rubric Capital Management LP | 1.7M | $148.1M | +3006.3% | 3.274% | 1.36% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7M | $144.6M | +0.1% | 3.196% | 0.01% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $112.7M | +0.1% | 2.492% | 0.00% |
| 8 | Invesco Ltd. | 1.0M | $87.7M | +18.6% | 1.940% | 0.01% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.0M | $87.5M | -8.3% | 1.935% | 0.01% |
| 10 | STATE STREET CORP | 922K | $80.3M | +7.6% | 1.776% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 915K | $79.7M | +36.6% | 1.762% | 0.01% |
| 12 | FMR LLC | 808K | $70.3M | +7.8% | 1.555% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 759K | $66.1M | +7.2% | 1.461% | 0.00% |
| 14 | AMERICAN CENTURY COMPANIES INC | 650K | $56.6M | +50.3% | 1.252% | 0.03% |
| 15 | Symmetry Investments LP | 497K | $43.3M | +302.2% | 0.957% | 2.93% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 482K | $42.0M | +2.9% | 0.929% | 0.01% |
| 17 | MILLENNIUM MANAGEMENT LLC | 449K | $39.1M | -82.3% | 0.865% | 0.01% |
| 18 | CITADEL ADVISORS LLC | 421K | $36.7M | -69.5% | 0.811% | 0.00% |
| 19 | Senvest Management, LLC | 402K | $35.0M | -21.0% | 0.774% | 1.03% |
| 20 | AMERIPRISE FINANCIAL INC | 398K | $34.6M | +49.2% | 0.766% | 0.01% |
| 21 | BlueCrest Capital Management Ltd | 396K | $34.5M | +12.8% | 0.763% | 1.14% |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 349K | $30.4M | +28.1% | 0.672% | 0.01% |
| 23 | MORGAN STANLEY | 342K | $29.8M | +187.4% | 0.658% | 0.00% |
| 24 | PEAK6 LLC | 338K | $29.4M | +4.4% | 0.651% | 0.06% |
| 25 | Bank of New York Mellon Corp | 303K | $26.4M | +28.7% | 0.584% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PFSI — a direct measure of their conviction.
| 61.25% |
| 0.33 pp |
| $2.68B |
| 10% |
| Q4 2024 | 205 | +4.1% | 61.58% | +1.05 pp | $2.99B | +1.0% |
| Q3 2024 | 197 | — | 60.53% | — | $2.96B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
26 institutions opened new positions in PFSI during Q2 2026, while 35 fully exited. 96 added to existing positions and 98 trimmed.
PFSI institutional ownership rose by 0.51 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 58.3% of all reported 13F value in PFSI, and the top 25 account for 81.9%.
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