PFSI

Pennymac Financial Services
FinancialsUSCUSIP 70932M107◍ Confluence graph
Tracked 13F Holders
215
-121 QoQ
13F Value (tracked)
$2.6B
Insider Net · 180d
-$2.5M
0↑ 3↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)32 adding · 18 trimming
Insider net (180d)-$2.5M

Who owns PFSI?

215 tracked 13F filers

215 tracked 13F filers disclose a position in PFSI as of the latest SEC 13F filings, a combined $2.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MFN Partners Management, LP
$394.7M
4.5M
Held
Q2 2026
2T. Rowe Price Investment Management, Inc.
Withheld
3.6M
−0.1%
Reduced · −3K sh
Q1 2026
3MILLENNIUM MANAGEMENT LLC
$208.5M
2.4M
40×
Added · +2.3M sh
Q1 2026
4BlackRock, Inc.
$192.6M
2.2M
−0.4%
Reduced · −9K sh
Q1 2026
5DIMENSIONAL FUND ADVISORS LP
$167.5M
1.9M
+7.1%
Added · +127K sh
Q1 2026
6DONALD SMITH & CO., INC.
$163.9M
1.9M
+37%
Added · +510K sh
Q2 2026
7VANGUARD PORTFOLIO MANAGEMENT LLC
$144.9M
1.7M
First observed position
No prior filed position
Q1 2026
8VANGUARD CAPITAL MANAGEMENT LLC
$113.0M
1.3M
First observed position
No prior filed position
Q1 2026
9CITADEL ADVISORS LLC
$101.2M
1.2M
+172%
Added · +733K sh
Q1 2026
10STATE STREET CORP
$80.3M
922K
+7.6%
Added · +65K sh
Q2 2026
11GEODE CAPITAL MANAGEMENT, LLC
$66.1M
759K
+7.2%
Added · +51K sh
Q2 2026
12FMR LLC
$65.5M
749K
−66%
Reduced · −1.5M sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$58.5M
670K
+19%
Added · +106K sh
Q1 2026
14Senvest Management, LLC
$44.5M
509K
+22%
Added · +91K sh
Q1 2026
15Symmetry Investments LP
$43.3M
497K
+302%
Added · +373K sh
Q2 2026
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$41.0M
469K
+6.2%
Added · +27K sh
Q1 2026
17BASSWOOD CAPITAL MANAGEMENT, L.L.C.
$40.3M
461K
−16%
Reduced · −90K sh
Q1 2026
18AMERICAN CENTURY COMPANIES INC
$37.8M
432K
+1.3%
Added · +6K sh
Q1 2026
19BANK OF AMERICA CORP /DE/
$33.2M
379K
+174%
Added · +241K sh
Q1 2026
20Boston Partners
$31.8M
362K
+12%
Added · +38K sh
Q1 2026
21BlueCrest Capital Management Ltd
$30.7M
351K
New
+351K sh
Q1 2026
22NORGES BANK
$44.3M
336K
−16%
Reduced · −65K sh
Q4 2025
23SUSQUEHANNA INTERNATIONAL GROUP, LLP
$27.1M
310K
30×
Added · +299K sh
Q1 2026
24Kinetic Partners Management, LP
$27.0M
309K
+145%
Added · +183K sh
Q1 2026
25NORTHERN TRUST CORP
$23.4M
268K
+3.4%
Added · +9K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PFSI being bought or sold by institutions?

Last quarter, 9 funds opened a new position in PFSI and 23 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
9
funds
Added
23
funds
Reduced
18
funds
Exited
0
funds

Funds that own PFSI also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT111 funds$197.7B
AMAZON.COM INCAMZN108 funds$143.5B
BROADCOM INCAVGO108 funds$114.8B
NVIDIA CORPNVDA107 funds$292.1B
META PLATFORMS INC-CLASS AMETA106 funds$81.8B
JPMORGAN CHASE & COJPM105 funds$49.3B
MICRON TECHNOLOGY INCMU105 funds$26.0B
LAM RESEARCH CORPLRCX105 funds$25.2B
APPLE INCAAPL103 funds$216.6B
COSTCO WHOLESALE CORPCOST103 funds$25.1B
ADVANCED MICRO DEVICESAMD103 funds$23.2B
CITIGROUP INCC103 funds$19.9B

Ranked by how many of PFSI's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$2.5M
3 insiders
Net
-$2.5M
8 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 1, 2026Hendry Gregory LMD, Chief Accounting OfficerSell (S)2K$189K
Jun 22, 2026Hendry Gregory LMD, Chief Accounting OfficerSell (S)3K$240K
May 15, 2026Perotti Daniel StanleyChief Financial OfficerSell (S)3K$256K
May 12, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)3K$241K
May 12, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)3K$277K
May 12, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)4K$362K
Apr 14, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)10K$889K
Apr 14, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)417$39K
Mar 6, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)729$62K
Mar 6, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)8K$713K
Mar 6, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)1K$114K
Mar 6, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)917$78K

Institutional ownership over time

85 funds-55 since Q3 2024
0112224Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $838.5M

Share classes

Class13F holdersValue held
PFSIthis pagecs215 funds$2.6B
70932MAD9Corporate Bond - Domestic1 funds$92K
70932MAG2Corporate Bond - Domestic1 funds$91K
70932MAF4Corporate Bond - Domestic1 funds$91K
70932MAE7Corporate Bond - Domestic1 funds$75K
70932MAH0Corporate Bond - Domestic1 funds$70K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in PFSI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PFSI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PFSI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.