PennyMac Financial Services, In

Historical 13F Holders

Symbol
PFSI
CUSIP
70932M107
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 70932M107 since 12/18/2024, largest first.

Filer % of Class Filed
T. Rowe Price Investment Management, Inc. 13G/A 7.2% 11/14/2025
Event 9/30/2025
Under 5%, checked the "5 percent or less" box, or amended by a later filing (3)
Millennium Management LLC 13G
4.9% 4/1/2026
Event 3/27/2026
Dimensional Fund Advisors LP 13G/A 4.2% 1/23/2025
Event 12/31/2024
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 8 8.09 k $497 k
2026 Q2 255 36.7 M $2.96 B
2026 Q1 253 33.6 M $2.94 B
2025 Q4 284 32.2 M $4.22 B
2025 Q3 257 32.9 M $4.04 B
2025 Q2 248 31.2 M $3.08 B
2025 Q1 229 31.6 M $3.16 B
2024 Q4 232 30.4 M $3.11 B
2024 Q3 231 31.6 M $3.59 B
2024 Q2 209 30.3 M $2.87 B
2024 Q1 220 30.2 M $2.75 B
2023 Q4 222 30.4 M $2.69 B
2023 Q3 202 28.6 M $1.91 B
2023 Q2 196 29.5 M $2.07 B
2023 Q1 200 30.0 M $1.74 B
2022 Q4 211 34.1 M $1.93 B
2022 Q3 201 29.4 M $1.27 B
2022 Q2 205 30.0 M $1.31 B
2022 Q1 213 31.8 M $1.69 B
2021 Q4 240 30.4 M $2.12 B
2021 Q3 225 32.9 M $2.01 B
2021 Q2 226 32.9 M $2.03 B
2021 Q1 252 34.0 M $2.27 B
2020 Q4 276 38.4 M $2.52 B
2020 Q3 247 38.0 M $2.21 B
2020 Q2 206 39.0 M $1.63 B
2020 Q1 176 42.5 M $940 M
2019 Q4 164 42.2 M $1.44 B
2019 Q3 138 40.0 M $1.21 B
2019 Q2 113 24.0 M $533 M
2019 Q1 97 24.1 M $537 M
2018 Q4 83 23.0 M $489 M
2018 Q3 4 213 k $4.46 M