Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

PennyMac Financial Services, Inc.

CIK 0001745916PFSI· quarter ending 2026-06-30
Shares outstanding
51,951,572
Held by 13F filers
33,640,575
64.8% of shares outstanding
Holders
230
-4 vs 2026-03-31 · 35 new, 39 exited
Value
$2.9B
shares -0.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-07-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockPFSI · NYSE51,951,57233,640,57564.8%23070932M107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
70932M107COM23033,640,57551,951,57264.8%$2.9B11 call / 11 put13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 8 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (230 of 230 · 70932M107)

change vs 2026-03-31
#FilerShares% of classValueChange
1MFN Partners Management, LP4,531,7928.72%$394.7M—
2T. Rowe Price Investment Management, Inc.3,921,9117.55%$341.6M+321,131 (+8.9%)
3BlackRock, Inc.2,327,6134.48%$202.7M+123,932 (+5.6%)
4DIMENSIONAL FUND ADVISORS LP2,130,5714.10%$185.6M+214,300 (+11.2%)
5DONALD SMITH & CO., INC.1,882,2013.62%$163.9M+509,997 (+37.2%)
6Rubric Capital Management LP1,700,0003.27%$148.1M+1,645,273 (+3006.3%)
7VANGUARD PORTFOLIO MANAGEMENT LLC1,659,6773.19%$144.6M+1,592 (+0.1%)
8VANGUARD CAPITAL MANAGEMENT LLC1,293,8682.49%$112.7M+1,283 (+0.1%)
9Invesco Ltd.1,007,1531.94%$87.7M+158,040 (+18.6%)
10STATE STREET CORP922,2121.78%$80.3M+65,060 (+7.6%)
11GOLDMAN SACHS GROUP INC819,7631.58%$71.4M+149,912 (+22.4%)
12FMR LLC807,5851.55%$70.3M+58,244 (+7.8%)
13GEODE CAPITAL MANAGEMENT, LLC758,6641.46%$66.1M+50,720 (+7.2%)
14AMERICAN CENTURY COMPANIES INC649,9951.25%$56.6M+217,510 (+50.3%)
15Symmetry Investments LP496,7420.96%$43.3M+373,246 (+302.2%)
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC482,4410.93%$42.0M+13,669 (+2.9%)
17MILLENNIUM MANAGEMENT LLC449,1570.86%$39.1M-1,936,603 (-81.2%)
18Senvest Management, LLC401,7570.77%$35.0M-106,876 (-21.0%)
19AMERIPRISE FINANCIAL INC397,7920.77%$34.6M+131,192 (+49.2%)
20BlueCrest Capital Management Ltd396,1030.76%$34.5M+45,008 (+12.8%)
21WELLINGTON MANAGEMENT GROUP LLP348,7690.67%$30.4M+76,499 (+28.1%)
22MORGAN STANLEY341,5930.66%$29.8M+222,742 (+187.4%)
23Bank of New York Mellon Corp303,3800.58%$26.4M+67,646 (+28.7%)
24BANK OF AMERICA CORP /DE/286,2280.55%$24.9M-93,201 (-24.6%)
25NORTHERN TRUST CORP273,5550.53%$23.8M+5,548 (+2.1%)
26SUSQUEHANNA INTERNATIONAL GROUP, LLP271,4230.52%$23.6M-38,444 (-12.4%)
27Kinetic Partners Management, LP209,9000.40%$18.3M-98,900 (-32.0%)
28JPMORGAN CHASE & CO203,2620.39%$17.6M+11,421 (+6.0%)
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/195,0240.38%$17.0M-10,154 (-4.9%)
30VANGUARD FIDUCIARY TRUST CO193,0080.37%$16.8M+4,720 (+2.5%)
31BASSWOOD CAPITAL MANAGEMENT, L.L.C.192,3340.37%$16.8M-269,018 (-58.3%)
32Qube Research & Technologies Ltd169,6960.33%$14.8M+15,974 (+10.4%)
33K2 PRINCIPAL FUND, L.P.159,7660.31%$13.9M+78,764 (+97.2%)
34Lightrock Netherlands B.V.152,7130.29%$13.3M+500 (+0.3%)
35Schonfeld Strategic Advisors LLC129,3570.25%$11.3M+94,495 (+271.1%)
36Clearline Capital LP129,2790.25%$11.3M+26,893 (+26.3%)
37MARSHALL WACE, LLP126,7250.24%$11.0M+69,222 (+120.4%)
38Prescott Group Capital Management, L.L.C.124,9630.24%$10.9M-21,000 (-14.4%)
39Inherent Management Corp.120,0000.23%$10.5MNEW
40VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.106,1610.20%$9.2M+46,569 (+78.1%)
41GROUP ONE TRADING LLC105,4080.20%$9.2M+53,576 (+103.4%)
42AQR CAPITAL MANAGEMENT LLC92,1670.18%$8.0M+41,193 (+80.8%)
43DARK FOREST CAPITAL MANAGEMENT LP88,3780.17%$7.7M+21,303 (+31.8%)
44ALLIANCEBERNSTEIN L.P.88,1390.17%$7.7M+2,900 (+3.4%)
45Holocene Advisors, LP80,0360.15%$7.0M-148,875 (-65.0%)
46CastleKnight Management LP74,8000.14%$6.5M+30,700 (+69.6%)
47D. E. Shaw & Co., Inc.72,7210.14%$6.3MNEW
48Nuveen, LLC69,8860.13%$6.1M+4,242 (+6.5%)
49Squarepoint Ops LLC69,0570.13%$6.0M+5,826 (+9.2%)
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC68,6810.13%$6.0M-7,409 (-9.7%)
51RENAISSANCE TECHNOLOGIES LLC66,1000.13%$5.8MNEW
52TD Asset Management Inc61,6640.12%$5.4M-1,510 (-2.4%)
53ALGERT GLOBAL LLC60,2600.12%$5.2M+32,810 (+119.5%)
54XTX Topco Ltd60,1350.12%$5.2MNEW
55Swiss National Bank60,1000.12%$5.2M-1,600 (-2.6%)
56UBS Group AG53,8170.10%$4.7M-129,919 (-70.7%)
57CITIGROUP INC51,4120.10%$4.5M+7,245 (+16.4%)
58PALISADE CAPITAL MANAGEMENT, LP50,1210.10%$4.4M-55,380 (-52.5%)
59NEW YORK STATE COMMON RETIREMENT FUND49,2240.09%$4.3M+1,300 (+2.7%)
60CITADEL ADVISORS LLC48,9030.09%$4.3M-1,109,245 (-95.8%)
61South Dakota Investment Council46,0380.09%$4.0M—
62PRICE T ROWE ASSOCIATES INC /MD/44,5710.09%$3.9M+5,834 (+15.1%)
63NORGES BANK42,4150.08%$3.7MNEW
64RHUMBLINE ADVISERS42,2940.08%$3.7M+2,004 (+5.0%)
65Quantinno Capital Management LP36,1720.07%$3.2M+24,974 (+223.0%)
66Y-Intercept (Hong Kong) Ltd35,7830.07%$3.1M-7,822 (-17.9%)
67Unifi Asset Management LP35,4070.07%$3.1M—
68Quantbot Technologies LP35,0450.07%$3.1M+34,693 (+9856.0%)
69CLOUGH CAPITAL PARTNERS L P34,8170.07%$3.0M-8,113 (-18.9%)
70CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM34,5750.07%$3.0M-1,899 (-5.2%)
71Russell Investments Group, Ltd.33,3240.06%$2.9M+16,023 (+92.6%)
72DEUTSCHE BANK AG\31,3700.06%$2.7M+5,355 (+20.6%)
73VANGUARD ASSET MANAGEMENT, Ltd30,8300.06%$2.7M+3,417 (+12.5%)
74Vanguard Global Advisers, LLC28,0040.05%$2.4M+6,172 (+28.3%)
75WELLS FARGO & COMPANY/MN27,1430.05%$2.4M+14,852 (+120.8%)
76Corient Private Wealth LP26,6530.05%$2.3M+24,296 (+1030.8%)
77BARCLAYS PLC26,5020.05%$2.3M-10,215 (-27.8%)
78Man Group plc25,9230.05%$2.3M-481 (-1.8%)
79Legal & General Group Plc25,8370.05%$2.3M-1,521 (-5.6%)
80VARCOV Co.25,3940.05%$2.2M+17,566 (+224.4%)
81Palogic Value Management, L.P.24,0140.05%$2.1M+16,514 (+220.2%)
82MANUFACTURERS LIFE INSURANCE COMPANY, THE19,6650.04%$1.7M+2,640 (+15.5%)
83MetLife Investment Management, LLC17,4770.03%$1.5M+1,529 (+9.6%)
84Entropy Technologies, LP15,0060.03%$1.3MNEW
85PEAK6 LLC14,8520.03%$1.3M+4,241 (+40.0%)
86MERCER GLOBAL ADVISORS INC /ADV14,6290.03%$1.3M+708 (+5.1%)
87Aquatic Capital Management LLC14,4570.03%$1.3M-8,323 (-36.5%)
88Zurcher Kantonalbank (Zurich Cantonalbank)14,2550.03%$1.2M-3,789 (-21.0%)
89MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,8250.03%$1.2M+92 (+0.7%)
90Jupiter Topco LLC13,5140.03%$1.2MNEW
91State of New Jersey Common Pension Fund D13,3640.03%$1.2M-10,477 (-43.9%)
92SEI INVESTMENTS CO12,9690.02%$1.1M-2,376 (-15.5%)
93FRANKLIN RESOURCES INC12,9350.02%$1.1M-182 (-1.4%)
94Handelsbanken Fonder AB11,7000.02%$1.0M-2,800 (-19.3%)
95IMC-Chicago, LLC11,6260.02%$1.0M-41,045 (-77.9%)
96FIRST TRUST ADVISORS LP10,9010.02%$949K-7,995 (-42.3%)
97NewEdge Wealth, LLC10,4030.02%$906K+3 (+0.0%)
98Jain Global LLC10,2160.02%$890K+4,692 (+84.9%)
99Catalyst Funds Management Pty Ltd9,9000.02%$862KNEW
100Creative Planning9,6160.02%$838K-5,015 (-34.3%)
101VICTORY CAPITAL MANAGEMENT INC9,5990.02%$836K-327 (-3.3%)
102Police & Firemen's Retirement System of New Jersey8,8550.02%$771K+822 (+10.2%)
103FOX RUN MANAGEMENT, L.L.C.8,6130.02%$750K-2,703 (-23.9%)
104IEQ CAPITAL, LLC8,4130.02%$733KNEW
105ARIZONA STATE RETIREMENT SYSTEM8,2770.02%$721K-290 (-3.4%)
106Vanguard Investments Australia, Ltd.8,1660.02%$711K+665 (+8.9%)
107Fieldview Capital Management, LLC7,3250.01%$638KNEW
108KLP KAPITALFORVALTNING AS6,9000.01%$601K—
109JANE STREET GROUP, LLC6,7770.01%$590KNEW
110INTECH INVESTMENT MANAGEMENT LLC6,2790.01%$547K-1,127 (-15.2%)
111Cullen Capital Management, LLC6,2660.01%$546K+523 (+9.1%)
112DRW Securities, LLC6,0000.01%$523KNEW
113VOYA INVESTMENT MANAGEMENT LLC5,6440.01%$492K+574 (+11.3%)
114Cerity Partners LLC5,5990.01%$488KNEW
115Sound Capital Solutions LLC5,5070.01%$480KNEW
116OPTIMIZE FINANCIAL INC.5,5070.01%$480K-19 (-0.3%)
117CSS LLC/IL5,5000.01%$479K+500 (+10.0%)
118State of Wyoming5,2730.01%$459KNEW
119PRUDENTIAL FINANCIAL INC5,0350.01%$439K+375 (+8.0%)
120Pictet Asset Management Holding SA4,9230.01%$429K-595 (-10.8%)
121One Capital Management, LLC4,8310.01%$422K—
122Brevan Howard Capital Management LP4,7880.01%$417K-28,897 (-85.8%)
123ARISTEIA CAPITAL, L.L.C.4,7560.01%$414K-174 (-3.5%)
124Fulcrum Asset Management LLP4,4460.01%$383KNEW
125NATIXIS4,4000.01%$383KNEW
126BNP PARIBAS FINANCIAL MARKETS4,2530.01%$370K-2,081 (-32.9%)
127STATE OF WISCONSIN INVESTMENT BOARD4,0220.01%$350K-5,636 (-58.4%)
128ProShare Advisors LLC3,9300.01%$342K-308 (-7.3%)
129QRG CAPITAL MANAGEMENT, INC.3,8810.01%$338K+271 (+7.5%)
130PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO3,7870.01%$330K—
131STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM3,7130.01%$323K—
132Vise Technologies, Inc.3,5910.01%$313K-1,972 (-35.4%)
133Counterpoint Mutual Funds LLC3,4950.01%$304KNEW
134Alteri Wealth LLC3,3650.01%$293K—
135Vanguard Personalized Indexing Management, LLC3,3620.01%$293K-1,661 (-33.1%)
136Amundi3,2500.01%$283KNEW
137WOLVERINE ASSET MANAGEMENT LLC3,1360.01%$273K+68 (+2.2%)
138Cooper Financial Group3,0990.01%$270K—
139ALLSTATE CORP3,0080.01%$262KNEW
140CANADA LIFE ASSURANCE Co2,9870.01%$259K-794 (-21.0%)
141XPONANCE LLC2,9860.01%$260K+220 (+8.0%)
142Mariner, LLC2,8810.01%$251K+5 (+0.2%)
143OSAIC HOLDINGS, INC.2,8120.01%$245K-443 (-13.6%)
144Ameritas Investment Partners, Inc.2,7250.01%$237K+350 (+14.7%)
145DV Trading LLC2,7000.01%$235KNEW
146HOHIMER WEALTH MANAGEMENT, LLC2,4670.00%$215K+12 (+0.5%)
147Ensign Peak Advisors, Inc2,4190.00%$211K-200 (-7.6%)
148WINTON GROUP Ltd2,3000.00%$200K-3,100 (-57.4%)
149Nykredit A/S2,2440.00%$195KNEW
150Tower Research Capital LLC (TRC)1,8710.00%$163K-1,338 (-41.7%)
151ROYAL BANK OF CANADA1,5960.00%$140K+807 (+102.3%)
152SG Americas Securities, LLC1,5830.00%$138K-9,246 (-85.4%)
153Arax Advisory Partners1,1780.00%$103K+1,077 (+1066.3%)
154JONES FINANCIAL COMPANIES LLLP9540.00%$82K+629 (+193.5%)
155KBC Group NV9250.00%$81K—
156PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO9100.00%$79K+100 (+12.3%)
157Rockefeller Capital Management L.P.8180.00%$71K+34 (+4.3%)
158US BANCORP \DE\7870.00%$69K-205 (-20.7%)
159Sterling Capital Management LLC6050.00%$53K-364 (-37.6%)
160HARBOR CAPITAL ADVISORS, INC.4910.00%$43K-148 (-23.2%)
161Freestone Grove Partners LP4730.00%$41K-11,913 (-96.2%)
162BNP PARIBAS ASSET MANAGEMENT Holding S.A.4480.00%$39K-155 (-25.7%)
163Covestor Ltd4230.00%$37K+299 (+241.1%)
164Silvant Capital Management LLC3850.00%$34KNEW
165NOMURA ASSET MANAGEMENT CO LTD3200.00%$28K—
166Mitsubishi UFJ Asset Management Co., Ltd.2880.00%$25K—
167Smartleaf Asset Management LLC2780.00%$24K—
168FIFTH THIRD BANCORP2520.00%$22K-23 (-8.4%)
169NISA INVESTMENT ADVISORS, LLC2390.00%$21K+5 (+2.1%)
170Kemnay Advisory Services Inc.2280.00%$20K+15 (+7.0%)
171Caption Management, LLC2000.00%$17K-2,860 (-93.5%)
172Optiver Holding B.V.1920.00%$17K+88 (+84.6%)
173Parkside Financial Bank & Trust1780.00%$16K-880 (-83.2%)
174SIGNATUREFD, LLC1740.00%$15K+12 (+7.4%)
175Allworth Financial LP1650.00%$14K+81 (+96.4%)
176IFP Advisors, Inc1640.00%$14K+149 (+993.3%)
177EverSource Wealth Advisors, LLC1440.00%$13K-170 (-54.1%)
178Private Wealth Asset Management, LLC1400.00%$12K—
179GAMMA Investing LLC1060.00%$9K+18 (+20.5%)
180Pinnacle Wealth Planning Services, Inc.1050.00%$9K—
181ROTHSCHILD INVESTMENT LLC950.00%$8K-21 (-18.1%)
182Torren Management, LLC800.00%$7K—
183SBI Securities Co., Ltd.800.00%$7K—
184Ameritas Advisory Services, LLC750.00%$7KNEW
185BESSEMER GROUP INC750.00%$7K-20 (-21.1%)
186Farther Finance Advisors, LLC750.00%$7K+47 (+167.9%)
187Kilter Group LLC700.00%$6K+5 (+7.7%)
188Strategic Wealth Partners, Ltd.530.00%$5K—
189JFS WEALTH ADVISORS, LLC510.00%$4K+3 (+6.3%)
190Essential Partners LLC460.00%$4K-38 (-45.2%)
191CVA Family Office, LLC430.00%$4K+6 (+16.2%)
192ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/430.00%$4K+19 (+79.2%)
193True Wealth Design, LLC420.00%$4KNEW
194Fortitude Family Office, LLC340.00%$3K—
195Larson Financial Group LLC330.00%$3K+5 (+17.9%)
196FIDUCIARY FINANCIAL ADVISORS300.00%$2KNEW
197Bell Investment Advisors, Inc280.00%$2K+6 (+27.3%)
198Blue Trust, Inc.270.00%$2K—
199Parallel Advisors, LLC240.00%$2K-77 (-76.2%)
200Quarry LP240.00%$2K+15 (+166.7%)
201Keating Financial Advisory Services, Inc.230.00%$2K+2 (+9.5%)
202IMA Advisory Services, Inc.210.00%$2K+7 (+50.0%)
203MANNING & NAPIER ADVISORS LLC200.00%$2KNEW
204Steward Partners Investment Advisory, LLC200.00%$2K—
205JPL Wealth Management, LLC200.00%$2K—
206Creative Capital Management Investments LLC190.00%$2KNEW
207Valued Wealth Advisors LLC170.00%$1K-10 (-37.0%)
208Bay Harbor Wealth Management, LLC130.00%$1K—
209SJS Investment Consulting Inc.110.00%$959—
210Rialto Wealth Management, LLC110.00%$959+2 (+22.2%)
211Retirement Wealth Solutions LLC110.00%$959+8 (+266.7%)
212DiNuzzo Private Wealth, Inc.100.00%$871-1 (-9.1%)
213Godfrey Financial Associates, Inc.100.00%$871—
214Private Wealth Management Group, LLC80.00%$697—
215Physician Wealth Advisors, Inc.80.00%$697NEW
216HFM Investment Advisors, LLC80.00%$697+4 (+100.0%)
217Manchester Capital Management LLC80.00%$697—
218Bare Financial Services, Inc60.00%$523-28 (-82.4%)
219Clearstead Advisors, LLC50.00%$436NEW
220ASSETMARK, INC50.00%$436-2 (-28.6%)
221Wealth Enhancement Trust Services, Inc.30.00%$261NEW
222LRI Investments, LLC30.00%$261NEW
223GHP Investment Advisors, Inc.20.00%$175—
224Navigoe, LLC20.00%$0NEW
225DecisionPoint Financial, LLC20.00%$170NEW
226Hughes Financial Services, LLC20.00%$174-1 (-33.3%)
227TFC Financial Management, Inc.10.00%$88—
228HARBOUR INVESTMENTS, INC.10.00%$87—
229RAFFA WEALTH MANAGEMENT, LLC10.00%$87—
230MARYLAND CAPITAL ADVISORS INC.10.00%$88NEW
Exited since 2026-03-31 (39 filers; largest 25 shown)
Boston Partners−362,101
JANUS HENDERSON GROUP PLC−267,868
CANYON CAPITAL ADVISORS LLC−187,500
Azora Capital LP−109,878
BW Gestao de Investimentos Ltda.−87,500
Helix Partners Management LP−79,000
Philadelphia Financial Management of San Francisco, LLC−69,366
1832 Asset Management L.P.−66,700
EMG Holdings, L.P.−65,727
TWO SIGMA INVESTMENTS, LP−47,824
Allianz Asset Management GmbH−23,565
Walleye Capital LLC−19,940
Prana Capital Management, LP−17,410
Ulysses Management LLC−7,500
HighVista Strategies LLC−7,306
Capula Management Ltd−6,602
SIMPLEX TRADING, LLC−5,535
Alamea Verwaltungs GmbH−3,408
NORDEA INVESTMENT MANAGEMENT AB−3,122
CWM, LLC−2,991
INCEPTIONR LLC−2,735
Empowered Funds, LLC−2,662
NAVELLIER & ASSOCIATES INC−2,500
Blackstone Inc.−2,447
ARMISTICE CAPITAL, LLC−2,306

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Israel A. EnglanderSCHEDULE 13G2026-04-012026-03-272,535,7604.9%
Millennium Group Management LLCSCHEDULE 13G2026-04-012026-03-272,535,7604.9%
Millennium Management LLCSCHEDULE 13G2026-04-012026-03-272,535,7604.9%
The Vanguard GroupSCHEDULE 13G/A2026-03-272026-03-1300%
T. Rowe Price Investment Management, Inc.SCHEDULE 13G/A2025-11-142025-09-303,748,8137.2%
Dimensional Fund Advisors LPSCHEDULE 13G/A2025-01-232024-12-312,149,5854.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.