PFSI PennyMac Financial Services, Inc.
PennyMac Financial Services, Inc. (PFSI) Institutional Ownership
What the institutions did with PFSI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 2.4M | 48.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 763.5K | 15.4% |
| FMR LLC | 458.3K | 9.2% |
| Bank of New York Mellon Corp | 314.4K | 6.3% |
| UBS Group AG | 152.5K | 3.1% |
| Lightrock Netherlands B.V. | 137.6K | 2.8% |
| Nuveen, LLC | 73.6K | 1.5% |
| Squarepoint Ops LLC | 72.1K | 1.5% |
| Prescott Group Capital Management, L.L.C. | 60.8K | 1.2% |
| Russell Investments Group, Ltd. | 53.3K | 1.1% |
| CITIGROUP INC | 46.6K | 0.9% |
| South Dakota Investment Council | 42.9K | 0.9% |
| RHUMBLINE ADVISERS | 40.8K | 0.8% |
| Creative Planning | 40.0K | 0.8% |
| Unifi Asset Management LP | 35.4K | 0.7% |
| WOLVERINE ASSET MANAGEMENT LLC | 34.6K | 0.7% |
| DEUTSCHE BANK AG\ | 29.1K | 0.6% |
| IMC-Chicago, LLC | 20.3K | 0.4% |
| Y-Intercept (Hong Kong) Ltd | 20.0K | 0.4% |
| State of New Jersey Common Pension Fund D | 15.5K | 0.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14.3K | 0.3% |
| BARCLAYS PLC | 12.8K | 0.3% |
| SEI INVESTMENTS CO | 11.4K | 0.2% |
| VICTORY CAPITAL MANAGEMENT INC | 10.0K | 0.2% |
| Fulcrum Asset Management LLP | 8.8K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FMR LLC | Reduced | 807.6K | 458.3K | -349.3K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.1M | 2.4M | +269.8K |
| UBS Group AG | Increased | 53.8K | 152.5K | +98.6K |
| Prescott Group Capital Management, L.L.C. | Reduced | 125.0K | 60.8K | -64.2K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 3.1K | 34.6K | +31.4K |
| Creative Planning | Increased | 9.6K | 40.0K | +30.4K |
| Russell Investments Group, Ltd. | Increased | 33.3K | 53.3K | +20.0K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 35.8K | 20.0K | -15.8K |
| Lightrock Netherlands B.V. | Reduced | 152.7K | 137.6K | -15.1K |
| BARCLAYS PLC | Reduced | 26.5K | 12.8K | -13.7K |
| Bank of New York Mellon Corp | Increased | 303.4K | 314.4K | +11.0K |
| IMC-Chicago, LLC | Increased | 11.6K | 20.3K | +8.7K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 6.3K | 0 | -6.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 6.3K | +6.3K |
| Berman McAleer LLC | New | 0 | 6.0K | +6.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 758.7K | 763.5K | +4.8K |
| CITIGROUP INC | Reduced | 51.4K | 46.6K | -4.8K |
| NATIXIS | Sold Out | 4.4K | 0 | -4.4K |
| Fulcrum Asset Management LLP | Increased | 4.4K | 8.8K | +4.3K |
| Nuveen, LLC | Increased | 69.9K | 73.6K | +3.7K |
| Handelsbanken Fonder AB | Reduced | 11.7K | 8.1K | -3.6K |
| Vise Technologies, Inc. | Sold Out | 3.6K | 0 | -3.6K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | New | 0 | 3.6K | +3.6K |
| Counterpoint Mutual Funds LLC | Sold Out | 3.5K | 0 | -3.5K |
| South Dakota Investment Council | Reduced | 46.0K | 42.9K | -3.1K |
| Cooper Financial Group | Sold Out | 3.1K | 0 | -3.1K |
| Squarepoint Ops LLC | Increased | 69.1K | 72.1K | +3.1K |
| XPONANCE LLC | Sold Out | 3.0K | 0 | -3.0K |
| HOHIMER WEALTH MANAGEMENT, LLC | Sold Out | 2.5K | 0 | -2.5K |
| IEQ CAPITAL, LLC | Reduced | 8.4K | 6.0K | -2.5K |
| DEUTSCHE BANK AG\ | Reduced | 31.4K | 29.1K | -2.2K |
| State of New Jersey Common Pension Fund D | Increased | 13.4K | 15.5K | +2.1K |
| SEI INVESTMENTS CO | Reduced | 13.0K | 11.4K | -1.6K |
| MEEDER ASSET MANAGEMENT INC | New | 0 | 1.5K | +1.5K |
| RHUMBLINE ADVISERS | Reduced | 42.3K | 40.8K | -1.5K |
| PNC Financial Services Group, Inc. | New | 0 | 1.2K | +1.2K |
| Versant Capital Management, Inc | New | 0 | 1.2K | +1.2K |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 491 | 1.4K | +914 |
| FIFTH THIRD BANCORP | Increased | 252 | 957 | +705 |
| Police & Firemen's Retirement System of New Jersey | Reduced | 8.9K | 8.3K | -544 |
| State of Wyoming | Increased | 5.3K | 5.8K | +536 |
| Silvant Capital Management LLC | Sold Out | 385 | 0 | -385 |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 9.6K | 10.0K | +362 |
| SIMPLEX TRADING, LLC | New | 0 | 358 | +358 |
| Heritage Family Offices, LLP | New | 0 | 351 | +351 |
| Covestor Ltd | Increased | 423 | 770 | +347 |
| GAMMA Investing LLC | Increased | 106 | 438 | +332 |
| Bayforest Capital Ltd | New | 0 | 251 | +251 |
| US BANCORP \DE\ | Reduced | 787 | 561 | -226 |
| ProShare Advisors LLC | Reduced | 3.9K | 3.8K | -162 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 8.3K | 8.4K | +133 |
| Owl Creek Wealth Partners LLC | New | 0 | 115 | +115 |
| Smartleaf Asset Management LLC | Reduced | 278 | 180 | -98 |
| Farther Finance Advisors, LLC | Increased | 75 | 165 | +90 |
| Cullen Capital Management, LLC | Increased | 6.3K | 6.3K | +78 |
| VOYA INVESTMENT MANAGEMENT LLC | Increased | 5.6K | 5.7K | +75 |
| EverSource Wealth Advisors, LLC | Reduced | 144 | 88 | -56 |
| SIGNATUREFD, LLC | Increased | 174 | 226 | +52 |
| ASSETMARK, INC | Increased | 5 | 56 | +51 |
| Root Financial Partners, LLC | New | 0 | 46 | +46 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.