Security record
PFSI
PennyMac Financial Services, Inc. · Financial Services · Financial - Mortgages
82Tracked holders
-2Δ holders
16.17MShares held
$1.41BReported value
+6New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow -11.2% ·
net new positions -1.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 82 | -2 | 16.17M | $1.41B | +6 | −7 |
| Q1 2026 | 86 | -10 | 18.48M | $1.62B | +8 | −19 |
| Q4 2025 | 97 | +2 | 19.25M | $2.54B | +3 | — |
| Q3 2025 | 15 | -1 | 12.91M | $1.60B | +1 | −3 |
| Q2 2025 | 14 | +1 | 9.70M | $966.23M | +1 | — |
| Q1 2025 | 10 | -1 | 3.17M | $317.31M | — | −1 |
| Q4 2024 | 11 | +1 | 2.78M | $283.65M | +1 | — |
| Q3 2024 | 9 | +1 | 1.64M | $186.91M | +1 | — |
| Q2 2024 | 8 | — | 1.57M | $148.34M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.33M | +5.6% | $202.74M | 0.0% | ▲ Add | 5 | SEC ↗ ×15 |
| 2 | Dimensional Fund Advisors Lp | 2.13M | +11.2% | $185.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.29M | +0.1% | $112.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 1.01M | +18.6% | $87.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 5 | State Street Global Advisors ✦ (passive) | 922.21K | +7.6% | $80.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 819.76K | +22.4% | $71.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 7 | Fidelity (FMR) ✦ | 807.59K | +7.8% | $70.34M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 8 | Geode Capital Management ✦ (passive) | 758.66K | +7.2% | $66.09M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 9 | American Century Companies Inc | 650.00K | +50.3% | $56.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Charles Schwab Investment… | 482.44K | +2.9% | $42.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 449.16K | -81.2% | $39.12M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 397.79K | +49.2% | $34.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Wellington Management ✦ | 348.77K | +28.1% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 341.59K | +187.4% | $29.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 15 | Bank of New York Mellon Corp | 303.38K | +28.7% | $26.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 16 | Bank Of America Corp /De/ | 286.23K | -24.6% | $24.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Northern Trust Corp | 273.56K | +2.1% | $23.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 18 | Susquehanna International Group, Llp | 271.42K | -12.4% | $23.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 203.26K | +6.0% | $17.62M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 20 | Massachusetts Financial Services Co… | 195.02K | -5.0% | $16.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 169.70K | +10.4% | $14.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Marshall Wace ✦ | 126.72K | +120.4% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Group One Trading Llc | 105.41K | +103.4% | $9.18M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 92.17K | +80.8% | $8.03M | 0.0% | ▲ Add | 9 | SEC ↗ ×5 |
| 25 | Alliancebernstein L.P. | 88.14K | +3.4% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Holocene Advisors, LP | 80.04K | -65.0% | $6.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 72.72K | New | $6.33M | 0.0% | New | 1 | SEC ↗ |
| 28 | Nuveen, LLC | 69.89K | +6.5% | $6.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Squarepoint Ops LLC | 69.06K | +9.2% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 68.68K | -9.7% | $5.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 31 | Renaissance Technologies ✦ | 66.10K | New | $5.76M | 0.0% | New | 1 | SEC ↗ |
| 32 | Td Asset Management Inc | 61.66K | -2.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Swiss National Bank | 60.10K | -2.6% | $5.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 53.82K | -70.7% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 35 | Citigroup Inc | 51.41K | +16.4% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | New York State Common Retirement… | 49.22K | +2.7% | $4.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 48.90K | -95.8% | $4.26M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 44.57K | +15.1% | $3.88M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 39 | Norges Bank ✦ (passive) | 42.41K | New | $3.69M | 0.0% | New | 1 | SEC ↗ |
| 40 | Rhumbline Advisers | 42.29K | +5.0% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 36.17K | +223.0% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 33.32K | +92.6% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 43 | Deutsche Bank Ag\ | 31.37K | +20.6% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Wells Fargo & Company/Mn | 27.14K | +120.8% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 45 | Barclays Plc | 26.50K | -27.8% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Corient Private Wealth LP | 26.05K | +1005.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Man Group plc | 25.92K | -1.8% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Legal & General Group Plc | 25.84K | -5.6% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 49 | Manufacturers Life Insurance… | 19.66K | +15.5% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Peak6 Llc | 14.85K | +40.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 14.63K | +5.1% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Zurcher Kantonalbank (Zurich… | 14.26K | -21.0% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 13.82K | +0.7% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Sei Investments Co | 12.97K | -15.5% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Franklin Resources Inc | 12.94K | -1.4% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 56 | IMC-Chicago, LLC | 11.63K | -77.9% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | First Trust Advisors Lp | 10.90K | -42.3% | $949,477 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Creative Planning | 9.62K | -34.3% | $837,556 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 59 | Victory Capital Management Inc | 9.60K | -3.3% | $836,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Jane Street Group, Llc | 6.78K | New | $590,277 | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | Voya Investment Management Llc | 5.64K | +11.3% | $491,592 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Cerity Partners LLC | 5.60K | New | $487,681 | 0.0% | New | 1 | SEC ↗ ×2 |
| 63 | Prudential Financial Inc | 5.04K | +8.1% | $438,549 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Pictet Asset Management Holding SA | 4.92K | -10.8% | $428,793 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 4.25K | -32.9% | $370,436 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | State Of Wisconsin Investment Board | 4.02K | -58.4% | $350,316 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | ProShare Advisors LLC | 3.93K | -7.3% | $342,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | State Board Of Administration Of… | 3.71K | 0.0% | $323,402 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Amundi | 3.25K | New | $283,075 | 0.0% | New | 1 | SEC ↗ |
| 70 | Mariner, LLC | 2.88K | +0.2% | $250,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Osaic Holdings, Inc. | 2.81K | -13.6% | $244,990 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Ensign Peak Advisors, Inc | 2.42K | -7.6% | $210,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 1.60K | +102.3% | $140,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 74 | Jones Financial Companies Lllp | 954 | +193.5% | $82,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 818 | +4.3% | $71,248 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 76 | Us Bancorp \De\ | 787 | -20.7% | $68,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | BNP Paribas Asset Management… | 448 | -25.7% | $39,021 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Nomura Asset Management Co Ltd | 320 | 0.0% | $27,872 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Mitsubishi UFJ Asset Management… | 288 | 0.0% | $25,085 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Fifth Third Bancorp | 252 | -8.4% | $21,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Optiver Holding B.V. | 192 | +84.6% | $16,723 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Assetmark, Inc | 5 | -28.6% | $436 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $6.33M | 0.0% |
| Renaissance Technologies | $5.76M | 0.0% |
| Norges Bank | $3.69M | 0.0% |
| Jane Street Group, Llc | $590,277 | 0.0% |
| Cerity Partners LLC | $487,681 | 0.0% |
| Amundi | $283,075 | 0.0% |
Exited
| Boston Partners | $31.80M | was 0.0% |
| 1832 Asset Management L.P. | $5.83M | was 0.0% |
| Two Sigma Investments | $4.18M | was 0.0% |
| Allianz Asset Management GmbH | $2.06M | was 0.0% |
| Simplex Trading, Llc | $483,759 | was 0.0% |
| Nordea Investment Management… | $266,900 | was 0.0% |
| Pnc Financial Services Group… | $23,772 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 229 holders, 33.56M shares, $2.61B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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