PennyMac Financial Services, Inc. (PFSI) — Institutional Holders, Q2 2026

231 institutional investment managers reported a PFSI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← PFSI stock profile

PFSI in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

Rubric Capital ManagementAdded · +1,645,273 sh+$143.3M
DONALD SMITHAdded · +509,997 sh+$44.4M
Symmetry InvestmentsAdded · +373,246 sh+$32.5M
T. Rowe Price Investment ManagementAdded · +321,131 sh+$28.0M
MORGAN STANLEYAdded · +222,742 sh+$19.4M

Biggest sellers

MILLENNIUM MANAGEMENTTrimmed · -1,936,603 sh-$168.7M
CITADEL ADVISORSTrimmed · -1,109,245 sh-$96.6M
Boston PartnersSold out · -362,101 sh-$31.5M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.Trimmed · -269,018 sh-$23.4M
CANYON CAPITAL ADVISORSSold out · -187,500 sh-$16.3M

PFSI 13F holders ranked 1–100 of 231

Institutional investors reporting a position in PennyMac Financial Services, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	MFN Partners Management#1 · 4,531,792 sh	4,531,792	$394.7M	8.17%	0.0%
2	T. Rowe Price Investment Management#2 · 3,921,911 sh	3,921,911	$341.6M	0.22%	+8.9%
3	BlackRock#3 · 2,327,613 sh	2,327,613	$202.7M	<0.01%	+5.6%
4	DIMENSIONAL FUND ADVISORS#4 · 2,130,571 sh	2,130,571	$185.6M	0.03%	+11.2%
5	DONALD SMITH#5 · 1,882,201 sh	1,882,201	$163.9M	2.90%	+37.2%
6	Rubric Capital Management#6 · 1,700,000 sh	1,700,000	$148.1M	1.36%	+3006.3%
7	VANGUARD PORTFOLIO MANAGEMENT#7 · 1,659,677 sh	1,659,677	$144.6M	<0.01%	+0.1%
8	VANGUARD CAPITAL MANAGEMENT#8 · 1,293,868 sh	1,293,868	$112.7M	<0.01%	+0.1%
9	Invesco Ltd.#9 · 1,007,153 sh	1,007,153	$87.7M	<0.01%	+18.6%
10	STATE STREET#10 · 922,212 sh	922,212	$80.3M	<0.01%	+7.6%
11	GOLDMAN SACHS GROUP#11 · 819,763 sh	819,763	$71.4M	<0.01%	+22.4%
12	FMR#12 · 807,585 sh	807,585	$70.3M	<0.01%	+7.8%
13	GEODE CAPITAL MANAGEMENT#13 · 758,664 sh	758,664	$66.1M	<0.01%	+7.2%
14	AMERICAN CENTURY COMPANIES#14 · 649,995 sh	649,995	$56.6M	0.03%	+50.3%
15	Symmetry Investments#15 · 496,742 sh	496,742	$43.3M	2.93%	+302.2%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT#16 · 482,441 sh	482,441	$42.0M	<0.01%	+2.9%
17	MILLENNIUM MANAGEMENT#17 · 449,157 sh	449,157	$39.1M	0.01%	-81.2%
18	Senvest Management#18 · 401,757 sh	401,757	$35.0M	1.03%	-21.0%
19	AMERIPRISE FINANCIAL#19 · 397,792 sh	397,792	$34.6M	<0.01%	+49.2%
20	BlueCrest Capital Management Ltd#20 · 396,103 sh	396,103	$34.5M	1.14%	+12.8%
21	WELLINGTON MANAGEMENT GROUP LLP#21 · 348,769 sh	348,769	$30.4M	<0.01%	+28.1%
22	MORGAN STANLEY#22 · 341,593 sh	341,593	$29.8M	<0.01%	+187.4%
23	Bank of New York Mellon#23 · 303,380 sh	303,380	$26.4M	<0.01%	+28.7%
24	BANK OF AMERICA#24 · 286,228 sh	286,228	$24.9M	<0.01%	-24.6%
25	NORTHERN#25 · 273,555 sh	273,555	$23.8M	<0.01%	+2.1%
26	SUSQUEHANNA INTERNATIONAL GROUP, LLP#26 · 271,423 sh	271,423	$23.6M	<0.01%	-12.4%
27	Kinetic Partners Management#27 · 209,900 sh	209,900	$18.3M	0.44%	-32.0%
28	JPMORGAN CHASE#28 · 203,262 sh	203,262	$17.6M	<0.01%	+6.0%
29	MASSACHUSETTS FINANCIAL SERVICES#29 · 195,024 sh	195,024	$17.0M	<0.01%	-4.9%
30	VANGUARD FIDUCIARY#30 · 193,008 sh	193,008	$16.8M	<0.01%	+2.5%
31	BASSWOOD CAPITAL MANAGEMENT, L.L.C.#31 · 192,334 sh	192,334	$16.8M	0.67%	-58.3%
32	Qube Research & Technologies Ltd#32 · 169,696 sh	169,696	$14.8M	0.01%	+10.4%
33	K2 PRINCIPAL FUND, L.P.#33 · 159,766 sh	159,766	$13.9M	1.02%	+97.2%
34	Lightrock Netherlands B.V.#34 · 152,713 sh	152,713	$13.3M	2.63%	+0.3%
35	Schonfeld Strategic Advisors#35 · 129,357 sh	129,357	$11.3M	0.04%	+271.1%
36	Clearline Capital#36 · 129,279 sh	129,279	$11.3M	0.67%	+26.3%
37	MARSHALL WACE, LLP#37 · 126,725 sh	126,725	$11.0M	<0.01%	+120.4%
38	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#38 · 124,963 sh	124,963	$10.9M	0.94%	-14.4%
39	Inherent Management#39 · 120,000 sh	120,000	$10.5M	4.06%	New
40	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.#40 · 106,161 sh	106,161	$9.2M	0.07%	+78.1%
41	GROUP ONE TRADING, L.P.#41 · 105,408 sh	105,408	$9.2M	0.01%	+103.4%
42	AQR CAPITAL MANAGEMENT#42 · 92,167 sh	92,167	$8.0M	<0.01%	+80.8%
43	ALLIANCEBERNSTEIN L.P.#43 · 88,139 sh	88,139	$7.7M	<0.01%	+3.4%
44	DARK FOREST CAPITAL MANAGEMENT#44 · 88,378 sh	88,378	$7.7M	0.50%	+31.8%
45	Holocene Advisors#45 · 80,036 sh	80,036	$7.0M	0.02%	-65.0%
46	CastleKnight Management#46 · 74,800 sh	74,800	$6.5M	0.09%	+69.6%
47	D. E. Shaw#47 · 72,721 sh	72,721	$6.3M	<0.01%	New
48	Nuveen#48 · 69,886 sh	69,886	$6.1M	<0.01%	+6.5%
49	Squarepoint Ops#49 · 69,057 sh	69,057	$6.0M	<0.01%	+9.2%
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#50 · 68,681 sh	68,681	$6.0M	<0.01%	-9.7%
51	RENAISSANCE TECHNOLOGIES#51 · 66,100 sh	66,100	$5.8M	<0.01%	New
52	TD ASSET MANAGEMENT#52 · 61,664 sh	61,664	$5.4M	<0.01%	-2.4%
53	ALGERT GLOBAL#53 · 60,260 sh	60,260	$5.2M	0.06%	+119.5%
54	XTX Topco Ltd#54 · 60,135 sh	60,135	$5.2M	0.07%	New
55	Swiss National Bank#55 · 60,100 sh	60,100	$5.2M	<0.01%	-2.6%
56	UBS Group AG#56 · 53,817 sh	53,817	$4.7M	<0.01%	-70.7%
57	CITIGROUP#57 · 51,412 sh	51,412	$4.5M	<0.01%	+16.4%
58	PALISADE CAPITAL MANAGEMENT#58 · 50,121 sh	50,121	$4.4M	0.19%	-52.5%
59	NEW YORK STATE COMMON RETIREMENT FUND#59 · 49,224 sh	49,224	$4.3M	<0.01%	+2.7%
60	CITADEL ADVISORS#60 · 48,903 sh	48,903	$4.3M	<0.01%	-95.8%
61	South Dakota Investment Council#61 · 46,038 sh	46,038	$4.0M	0.07%	0.0%
62	PRICE T ROWE ASSOCIATES#62 · 44,571 sh	44,571	$3.9M	<0.01%	+15.1%
63	NORGES BANK#63 · 42,415 sh	42,415	$3.7M	<0.01%	—
64	RHUMBLINE ADVISERS#64 · 42,294 sh	42,294	$3.7M	<0.01%	+5.0%
65	Quantinno Capital Management#65 · 36,172 sh	36,172	$3.2M	<0.01%	+223.0%
66	Y-Intercept (Hong Kong) Ltd#66 · 35,783 sh	35,783	$3.1M	—	-17.9%
67	Unifi Asset Management#67 · 35,407 sh	35,407	$3.1M	1.23%	0.0%
68	Quantbot Technologies#68 · 35,045 sh	35,045	$3.1M	0.12%	+9856.0%
69	CLOUGH CAPITAL PARTNERS L P#69 · 34,817 sh	34,817	$3.0M	0.25%	-18.9%
70	Russell Investments Group, Ltd.#70 · 33,324 sh	33,324	$2.9M	<0.01%	+92.6%
71	DEUTSCHE BANK AG\#71 · 31,370 sh	31,370	$2.7M	<0.01%	+20.6%
72	VANGUARD ASSET MANAGEMENT, Ltd#72 · 30,830 sh	30,830	$2.7M	<0.01%	+12.5%
73	Vanguard Global Advisers#73 · 28,004 sh	28,004	$2.4M	<0.01%	+28.3%
74	WELLS FARGO & COMPANY#74 · 27,143 sh	27,143	$2.4M	<0.01%	+120.8%
75	Corient Private Wealth#75 · 26,653 sh	26,653	$2.3M	<0.01%	+1030.8%
76	BARCLAYS PLC#76 · 26,502 sh	26,502	$2.3M	<0.01%	-27.8%
77	Man Group plc#77 · 25,923 sh	25,923	$2.3M	<0.01%	-1.8%
78	Legal & General Group Plc#78 · 25,837 sh	25,837	$2.3M	<0.01%	-5.6%
79	VARCOV#79 · 25,394 sh	25,394	$2.2M	0.84%	+224.4%
80	MANUFACTURERS LIFE INSURANCE COMPANY, THE#80 · 19,665 sh	19,665	$1.7M	<0.01%	+15.5%
81	MetLife Investment Management#81 · 17,477 sh	17,477	$1.5M	<0.01%	+9.6%
82	Entropy Technologies#82 · 15,006 sh	15,006	$1.3M	0.05%	New
83	PEAK6#83 · 14,852 sh	14,852	$1.3M	<0.01%	+40.0%
84	MERCER GLOBAL ADVISORS#84 · 14,629 sh	14,629	$1.3M	<0.01%	+5.1%
85	Aquatic Capital Management#85 · 14,457 sh	14,457	$1.3M	0.04%	-36.5%
86	Zurcher Kantonalbank (Zurich Cantonalbank)#86 · 14,255 sh	14,255	$1.2M	<0.01%	-21.0%
87	MIRAE ASSET GLOBAL ETFS Ltd.#87 · 13,825 sh	13,825	$1.2M	<0.01%	+0.7%
88	Jupiter Topco#88 · 13,514 sh	13,514	$1.2M	<0.01%	—
89	State of New Jersey Common Pension Fund D#89 · 13,364 sh	13,364	$1.2M	<0.01%	-43.9%
90	SEI INVESTMENTS#90 · 12,969 sh	12,969	$1.1M	<0.01%	-15.5%
91	FRANKLIN RESOURCES#91 · 12,935 sh	12,935	$1.1M	<0.01%	-1.4%
92	Palogic Value Management, L.P.#92 · 12,007 sh	12,007	$1.0M	0.34%	+60.1%
93	Handelsbanken Fonder AB#93 · 11,700 sh	11,700	$1.0M	<0.01%	-19.3%
94	IMC-Chicago#94 · 11,626 sh	11,626	$1.0M	<0.01%	-77.9%
95	Optimize Financial#95 · 11,014 sh	11,014	$959.3K	0.17%	+99.3%
96	FIRST ADVISORS#96 · 10,901 sh	10,901	$949.5K	<0.01%	-42.3%
97	NewEdge Wealth#97 · 10,403 sh	10,403	$906.1K	<0.01%	0.0%
98	Jain Global#98 · 10,216 sh	10,216	$889.8K	<0.01%	+84.9%
99	Catalyst Funds Management Pty Ltd#99 · 9,900 sh	9,900	$862.3K	0.05%	New
100	Creative Planning#100 · 9,616 sh	9,616	$837.6K	<0.01%	-34.3%

Funds that sold out of PFSI in Q2 2026 (36)

Held PFSI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PFSI in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Boston Partners362,101 sh	362,101	$31.8M
CANYON CAPITAL ADVISORS187,500 sh	187,500	$16.4M
Azora Capital109,878 sh	109,878	$9.6M
BW Gestao de Investimentos Ltda.87,500 sh	87,500	$7.6M
Helix Partners Management79,000 sh	79,000	$6.9M
Philadelphia Financial Management of San Francisco69,366 sh	69,366	$6.1M
1832 Asset Management L.P.66,700 sh	66,700	$5.8M
EMG , L.P.65,727 sh	65,727	$5.7M
TWO SIGMA INVESTMENTS47,824 sh	47,824	$4.2M
Allianz Asset Management GmbH23,565 sh	23,565	$2.1M
Walleye Capital19,940 sh	19,940	$1.7M
Prana Capital Management17,410 sh	17,410	$1.5M
Ulysses Management7,500 sh	7,500	$655.5K
HighVista Strategies7,306 sh	7,306	$638.5K
Capula Management Ltd6,602 sh	6,602	$577.0K
SIMPLEX TRADING5,535 sh	5,535	$483.8K
Alamea Verwaltungs GmbH3,408 sh	3,408	$297.9K
NORDEA INVESTMENT MANAGEMENT AB3,122 sh	3,122	$266.9K
INCEPTIONR2,735 sh	2,735	$239.0K
Empowered Funds2,662 sh	2,662	$232.7K
NAVELLIER & ASSOCIATES2,500 sh	2,500	$218.5K
Blackstone2,447 sh	2,447	$213.9K
ARMISTICE CAPITAL2,306 sh	2,306	$201.5K
QUADRANT CAPITAL GROUP400 sh	400	$66.4K
Versant Capital Management297 sh	297	$26.0K
PNC FINANCIAL SERVICES GROUP272 sh	272	$23.8K
LOS ANGELES CAPITAL MANAGEMENT250 sh	250	$21.9K
Root Financial Partners171 sh	171	$14.9K
MAI Capital Management54 sh	54	$4.7K
Advisory Services Network12 sh	12	$1.0K
Bruce G. Allen Investments9 sh	9	$787.00
TWIN PEAKS WEALTH ADVISORS5 sh	5	$437.00
Rossby Financial, LCC3 sh	3	$263.00
Vermillion Wealth Management1 sh	1	$87.00
Principia Wealth Advisory1 sh	1	$87.00
CURIO WEALTH1 sh	1	$87.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.