PFSI institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

221 institutional managers reported holding PFSI for the quarter ended Mar 31, 2026. Together they hold about 62% of shares outstanding; the top 10 hold 41%. 40 opened new positions; 77 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
MFN Partners Management, LP (focused)4.53M8.41%$396.2Munchanged2021 Q1
T. Rowe Price Investment Management, INC.3.60M6.69%$314.8Madded +383.7%2022 Q3
Vanguard Group3.20M5.94%$279.8Madded +12.8%≤2013
Millennium Management2.39M4.43%$208.6Madded +3868.6%2015 Q2
BlackRock2.20M4.09%$192.7Munchanged≤2013
Dimensional Fund Advisors1.92M3.56%$167.5Madded +7.1%2014 Q3
Donald Smith & CO., INC.1.37M2.55%$120.0Mopened2026 Q1
Citadel Advisors1.16M2.15%$101.3Madded +172.3%2022 Q4
State Street857.2k1.59%$74.9Madded +5.3%≤2013
Invesco849.1k1.58%$74.2Mtrimmed -45.9%2015 Q2
FMR (Fidelity)749.3k1.39%$65.5Mtrimmed -66.3%2019 Q4
Geode Capital707.9k1.31%$61.9Madded +2.3%≤2013
Goldman Sachs669.9k1.24%$58.6Madded +18.8%2015 Q3
Senvest Management, LLC (focused)508.6k0.94%$44.5Madded +21.9%≤2013
Charles Schwab Investment Management468.8k0.87%$41.0Madded +6.2%≤2013
Basswood Capital Management, L.l.c.461.4k0.86%$40.3Mtrimmed -16.3%≤2013
American Century Companies INC432.5k0.80%$37.8Madded +1.3%2019 Q4
Bank OF America CORP /DE/379.4k0.70%$33.2Madded +173.9%≤2013
Boston Partners362.1k0.67%$31.7Madded +11.8%2023 Q4
BlueCrest Capital Management LTD351.1k0.65%$30.7Mopened2026 Q1
Susquehanna International Group309.9k0.57%$27.1Madded +2886.7%2024 Q3
Kinetic Partners Management, LP (focused)308.8k0.57%$27.0Madded +145.3%2024 Q3
Wellington Management272.3k0.51%$23.8Mopened2026 Q1
Northern Trust268.0k0.50%$23.4Madded +3.4%≤2013
Janus Henderson267.9k0.50%$23.4Madded +1882.2%2020 Q2
Ameriprise Financial INC266.6k0.49%$23.3Mtrimmed -23.1%2023 Q3
UBS259.8k0.48%$22.7Madded +62.8%2013 Q3
BNY Mellon235.7k0.44%$20.6Mtrimmed -7.9%≤2013
Holocene Advisors228.9k0.42%$20.0Madded +11001.4%2025 Q2
MFS Investment Management205.2k0.38%$17.9Mtrimmed -5%2024 Q3
Canyon Capital (focused)187.5k0.35%$16.4Mopened2026 Q1
Qube Research & Technologies LTD153.7k0.28%$13.4Mtrimmed -22.2%2020 Q4
Lightrock Netherlands B.v. (focused)152.2k0.28%$13.3Madded +22.4%2024 Q4
Prescott Group Capital Management, L.l.c.146.0k0.27%$12.8Madded +305.3%2021 Q3
EverSource Wealth Advisors, LLC138.3k0.26%$12.1Madded +40697.3%2024 Q4
Symmetry Investments LP123.5k0.23%$10.8Mopened2026 Q1
Morgan Stanley118.9k0.22%$10.4Mtrimmed -17.5%≤2013
Azora Capital LP (focused)109.9k0.20%$9.6Mopened2026 Q1
Palisade Capital Management, LP105.5k0.20%$9.2Mtrimmed -42.5%2024 Q2
Clearline Capital LP102.4k0.19%$9.0Mopened2026 Q1
BW Gestao de Investimentos Ltda.87.5k0.16%$7.7Mtrimmed -2.8%2025 Q4
AllianceBernstein85.2k0.16%$7.5Mtrimmed -1.3%2015 Q1
K2 Principal Fund, L.p.81.0k0.15%$7.1Madded +2598.3%2025 Q3
Helix Partners Management LP (focused)79.0k0.15%$6.9Mopened2026 Q1
Philadelphia Financial Management of San Francisco, LLC (focused)69.4k0.13%$6.1Madded +58.4%2023 Q2
Dark Forest Capital Management LP67.1k0.13%$5.9Mtrimmed -19.6%2021 Q2
1832 Asset Management L.p.66.7k0.12%$5.8Madded +13.8%2024 Q1
EMG Holdings, L.p. (focused)65.7k0.12%$5.7Madded +228.6%2022 Q4
Nuveen65.6k0.12%$5.7Mtrimmed -56.3%2019 Q2
Squarepoint Ops LLC63.2k0.12%$5.5Madded +283.5%2023 Q3

Largest 50 of 221 shown; the full ranked, searchable register is at boothcheck.com/holders/PFSI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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