Evid Invest
Who owns PFSIWhat PFSI owns — n/a

Who owns PennyMac Financial Services, Inc.?

Institutional ownership of PFSI from SEC Form 13F filings across 162 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

162

13F holders

$1.45B

value, 2026 filers

32.2%

of shares outstanding (16.7M sh)

19

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PFSI's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.2.3M$202.7M0.0%4.5%+5.6%
2VANGUARD PORTFOLIO MANAGEMENT LLC1.7M$144.6M0.0%3.2%+0.1%
3VANGUARD CAPITAL MANAGEMENT LLC1.3M$112.7M0.0%2.5%-50.0%
4Invesco Ltd.1.0M$87.7M0.0%1.9%+18.6%
5GOLDMAN SACHS GROUP INC819,763$71.4M0.0%1.6%+22.4%
6FMR LLC807,585$70.3M0.0%1.6%+7.8%
7GEODE CAPITAL MANAGEMENT, LLC758,664$66.1M0.0%1.5%+7.2%
8AMERICAN CENTURY COMPANIES INC649,995$56.6M0.0%1.3%+50.3%
9Symmetry Investments LP496,742$43.3M2.9%1%+302.2%
10Sixth Street Partners Management Company, L.P.NEW482,441$42.0M7.3%0.9%new
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC482,441$42.0M0.0%0.9%+2.9%
12MILLENNIUM MANAGEMENT LLC449,157$39.1M0.0%0.9%-81.2%
13AMERIPRISE FINANCIAL INC397,792$34.6M0.0%0.8%+49.2%
14BlueCrest Capital Management Ltd396,103$34.5M1.1%0.8%+12.8%
15WELLINGTON MANAGEMENT GROUP LLP348,769$30.4M0.0%0.7%+28.1%
16MORGAN STANLEY341,593$29.8M0.0%0.7%+187.4%
17Bank of New York Mellon Corp303,380$26.4M0.0%0.6%+28.7%
18BANK OF AMERICA CORP /DE/286,228$24.9M0.0%0.6%-24.6%
19NORTHERN TRUST CORP273,555$23.8M0.0%0.5%+2.1%
20SUSQUEHANNA INTERNATIONAL GROUP, LLP271,423$23.6M0.0%0.5%-12.4%
21Kinetic Partners Management, LP209,900$18.3M0.4%0.4%-32.0%
22JPMORGAN CHASE & CO203,262$17.6M0.0%0.4%+6.0%
23MASSACHUSETTS FINANCIAL SERVICES CO /MA/195,024$17.0M0.0%0.4%-4.9%
24VANGUARD FIDUCIARY TRUST CO193,008$16.8M0.0%0.4%+2.5%
25Qube Research & Technologies Ltd169,696$14.8M0.0%0.3%+10.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.