Security record · archived quarter
PFSI
PennyMac Financial Services, Inc. · Financial Services · Financial - Mortgages
86Tracked holders
-10Δ holders
18.48MShares held
$1.62BReported value
+8New positions
−19Exits
Momentum inputs (comparable managers):
holder breadth -10.4% ·
share flow +6.3% ·
net new positions -12.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 2.39M | +3868.6% | $208.52M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 2.20M | -0.4% | $192.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.92M | +7.1% | $167.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.92M | +7.1% | $167.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.92M | +7.1% | $167.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.92M | +7.1% | $167.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.92M | +7.1% | $167.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Vanguard Capital Management Llc | 1.29M | — | $112.97M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 1.16M | +172.3% | $101.22M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 1.16M | +172.3% | $101.22M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passive) | 857.15K | +5.3% | $74.92M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Invesco Ltd. | 849.11K | -45.9% | $74.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Invesco Ltd. | 849.11K | -45.9% | $74.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Invesco Ltd. | 849.11K | -45.9% | $74.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Invesco Ltd. | 849.11K | -45.9% | $74.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Invesco Ltd. | 849.11K | -45.9% | $74.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 849.11K | -45.9% | $74.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Invesco Ltd. | 849.11K | -45.9% | $74.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 749.34K | -66.3% | $65.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 749.34K | -66.3% | $65.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 749.34K | -66.3% | $65.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 707.94K | +2.3% | $61.89M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passive) | 707.94K | +2.3% | $61.89M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 669.85K | +18.8% | $58.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 669.85K | +18.8% | $58.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 669.85K | +18.8% | $58.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 669.85K | +18.8% | $58.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Charles Schwab Investment… | 468.77K | +6.2% | $40.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | American Century Companies Inc | 432.49K | +1.3% | $37.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 379.43K | +173.9% | $33.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank Of America Corp /De/ | 379.43K | +173.9% | $33.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Boston Partners | 362.10K | +11.8% | $31.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Boston Partners | 362.10K | +11.8% | $31.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Boston Partners | 362.10K | +11.8% | $31.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 309.87K | +2886.7% | $27.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Wellington Management ✦ | 272.27K | New | $23.80M | 0.0% | New | 1 | SEC ↗ |
| 51 | Northern Trust Corp | 268.01K | +3.4% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 268.01K | +3.4% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 268.01K | +3.4% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Northern Trust Corp | 268.01K | +3.4% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 268.01K | +3.4% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Janus Henderson Group Plc | 267.87K | +1882.2% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Janus Henderson Group Plc | 267.87K | +1882.2% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Ameriprise Financial Inc | 266.60K | -23.1% | $23.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Ameriprise Financial Inc | 266.60K | -23.1% | $23.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 235.73K | -7.9% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Holocene Advisors, LP | 228.91K | +11001.4% | $20.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Massachusetts Financial Services Co… | 205.18K | -5.0% | $17.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 191.84K | -68.0% | $16.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 191.84K | -68.0% | $16.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 191.84K | -68.0% | $16.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 191.84K | -68.0% | $16.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 191.84K | -68.0% | $16.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | UBS Group AG | 183.74K | +117.3% | $16.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | UBS Group AG | 183.74K | +117.3% | $16.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | UBS Group AG | 183.74K | +117.3% | $16.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | UBS Group AG | 183.74K | +117.3% | $16.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Qube Research & Technologies Ltd | 153.72K | -22.2% | $13.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Alliancebernstein L.P. | 85.24K | -1.3% | $11.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 118.85K | -17.5% | $10.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 118.85K | -17.5% | $10.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 118.85K | -17.5% | $10.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 118.85K | -17.5% | $10.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 118.85K | -17.5% | $10.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 118.85K | -17.5% | $10.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 118.85K | -17.5% | $10.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 118.85K | -17.5% | $10.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 118.85K | -17.5% | $10.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | UBS AM, a distinct business unit of… | 76.09K | +1.3% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 76.09K | +1.3% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | UBS AM, a distinct business unit of… | 76.09K | +1.3% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 76.09K | +1.3% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 76.09K | +1.3% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 76.09K | +1.3% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 76.09K | +1.3% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 76.09K | +1.3% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $23.80M | 0.0% |
Exited
| Norges Bank | $44.29M | was 0.0% |
| Jane Street Group, Llc | $11.90M | was 0.0% |
| Balyasny Asset Management L.P. | $5.98M | was 0.0% |
| Renaissance Technologies | $4.27M | was 0.0% |
| Tudor Investment Corp Et Al | $3.84M | was 0.0% |
| Principal Financial Group Inc | $1.40M | was 0.0% |
| Point72 Asset Management | $836,525 | was 0.0% |
| Truist Financial Corp | $702,707 | was 0.0% |
| Bridgewater Associates | $694,533 | was 0.0% |
| Hrt Financial Lp | $542,000 | was 0.0% |
| Hsbc Holdings Plc | $479,370 | was 0.0% |
| Cerity Partners LLC | $316,294 | 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: Q1 2026 ·
Methodology ·
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