PennyMac Financial Services, Inc.
PFSI- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001745916
In the last 90 days, PennyMac Financial Services, Inc. insiders filed 0 open-market purchases and 1 sale; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in PennyMac Financial Services, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 230
- −2 vs. Q1 2026
- Shares held
- 33.6M
- +262.5K (+0.8%) vs. Q1 2026
- Total value
- $2.93B
- +$9.12M (+0.3%) vs. Q1 2026
- New holders
- 35
- 97 more added
- Sold out
- 37
- 67 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 230 | $2.93B |
| Q1 2026 | 234 | $2.94B |
| Q4 2025 | 265 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| Q3 2022 | 169 | $1.27B |
| Q2 2022 | 175 | $1.31B |
| Q1 2022 | 185 | $1.69B |
| Q4 2021 | 205 | $2.12B |
| Q3 2021 | 200 | $2.01B |
| Q2 2021 | 201 | $2.03B |
| Q1 2021 | 230 | $2.27B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $394.7M | 8.17% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3,921,911 | $341.6M | 0.22% | +321,131+8.9% | Added |
| BlackRock, Inc. | 2,327,613 | $202.7M | 0.00% | +123,932+5.6% | Added |
| Dimensional Fund Advisors LP | 2,130,571 | $185.6M | 0.03% | +214,300+11.2% | Added |
| Donald Smith & Co., Inc. | 1,882,201 | $163.9M | 2.90% | +509,997+37.2% | Added |
| Rubric Capital Management LP | 1,700,000 | $148.1M | 1.36% | +1,645,273+3,006.3% | Added |
| Vanguard Portfolio Management LLC | 1,659,677 | $144.6M | 0.01% | +1,592+0.1% | Added |
| Vanguard Capital Management LLC | 1,293,868 | $112.7M | 0.00% | +1,283+0.1% | Added |
| Invesco Ltd. | 1,007,153 | $87.7M | 0.01% | +158,040+18.6% | Added |
| State Street Corp | 922,212 | $80.3M | 0.00% | +65,060+7.6% | Added |
| Goldman Sachs Group Inc | 819,763 | $71.4M | 0.01% | +149,912+22.4% | Added |
| FMR LLC | 807,585 | $70.3M | 0.00% | +58,244+7.8% | Added |
| Geode Capital Management, LLC | 758,664 | $66.1M | 0.00% | +50,720+7.2% | Added |
| American Century Companies Inc | 649,995 | $56.6M | 0.03% | +217,510+50.3% | Added |
| Symmetry Investments LP | 496,742 | $43.3M | 4.80% | +373,246+302.2% | Added |
| Charles Schwab Investment Management Inc | 482,441 | $42.0M | 0.01% | +13,669+2.9% | Added |
| Millennium Management LLC | 449,157 | $39.1M | 0.03% | −1,936,603−81.2% | Reduced |
| Senvest Management, LLC | 401,757 | $35.0M | 1.03% | −106,876−21.0% | Reduced |
| Ameriprise Financial Inc | 397,792 | $34.6M | 0.01% | +131,192+49.2% | Added |
| BlueCrest Capital Management Ltd | 396,103 | $34.5M | 1.47% | +45,008+12.8% | Added |
| Wellington Management Group LLP | 348,769 | $30.4M | 0.01% | +76,499+28.1% | Added |
| Morgan Stanley | 341,593 | $29.8M | 0.00% | +222,742+187.4% | Added |
| Bank of New York Mellon Corp | 303,380 | $26.4M | 0.00% | +67,646+28.7% | Added |
| Bank of America Corp | 286,228 | $24.9M | 0.00% | −93,201−24.6% | Reduced |
| Northern Trust Corp | 273,555 | $23.8M | 0.00% | +5,548+2.1% | Added |
| Susquehanna International Group, LLP | 271,423 | $23.6M | 0.02% | −38,444−12.4% | Reduced |
| Kinetic Partners Management, LP | 209,900 | $18.3M | 0.44% | −98,900−32.0% | Reduced |
| JPMorgan Chase & Co | 203,262 | $17.6M | 0.00% | +11,421+6.0% | Added |
| Massachusetts Financial Services Co | 195,024 | $17.0M | 0.01% | −10,154−4.9% | Reduced |
| Vanguard Fiduciary Trust Co | 193,008 | $16.8M | 0.00% | +4,720+2.5% | Added |
| Basswood Capital Management, L.L.C. | 192,334 | $16.8M | 0.72% | −269,018−58.3% | Reduced |
| Qube Research & Technologies Ltd | 169,696 | $14.8M | 0.02% | +15,974+10.4% | Added |
| K2 Principal Fund, L.P. | 159,766 | $13.9M | 1.28% | +78,764+97.2% | Added |
| Lightrock Netherlands B.V. | 152,713 | $13.3M | 2.63% | +500+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 129,357 | $11.3M | 0.06% | +94,495+271.1% | Added |
| Clearline Capital LP | 129,279 | $11.3M | 0.73% | +26,893+26.3% | Added |
| Marshall Wace, LLP | 126,725 | $11.0M | 0.01% | +69,222+120.4% | Added |
| Prescott Group Capital Management, L.L.C. | 124,963 | $10.9M | 0.94% | −21,000−14.4% | Reduced |
| Inherent Management Corp. | 120,000 | $10.5M | 4.06% | +120,000 | New |
| Kempen Capital Management N.V. | 106,161 | $9.25M | 0.07% | +46,569+78.1% | Added |
| Group One Trading, L.P. | 105,408 | $9.18M | 0.26% | +53,576+103.4% | Added |
| AQR Capital Management LLC | 92,167 | $8.03M | 0.00% | +41,193+80.8% | Added |
| Alliancebernstein L.P. | 88,139 | $7.70M | 0.00% | +2,900+3.4% | Added |
| Dark Forest Capital Management LP | 88,378 | $7.70M | 0.50% | +21,303+31.8% | Added |
| Holocene Advisors, LP | 80,036 | $6.97M | 0.02% | −148,875−65.0% | Reduced |
| CastleKnight Management LP | 74,800 | $6.52M | 0.24% | +30,700+69.6% | Added |
| D. E. Shaw & Co., Inc. | 72,721 | $6.33M | 0.00% | +72,721 | New |
| Nuveen, LLC | 69,886 | $6.09M | 0.00% | +4,242+6.5% | Added |
| Squarepoint Ops LLC | 69,057 | $6.01M | 0.01% | +5,826+9.2% | Added |
| UBS Asset Management Americas Inc | 68,681 | $5.98M | 0.00% | −7,409−9.7% | Reduced |
| Renaissance Technologies LLC | 66,100 | $5.76M | 0.01% | +66,100 | New |
| TD Asset Management Inc | 61,664 | $5.37M | 0.00% | −1,510−2.4% | Reduced |
| Algert Global LLC | 60,260 | $5.25M | 0.06% | +32,810+119.5% | Added |
| XTX Topco Ltd | 60,135 | $5.24M | 0.07% | +60,135 | New |
| Swiss National Bank | 60,100 | $5.23M | 0.00% | −1,600−2.6% | Reduced |
| UBS Group AG | 53,817 | $4.69M | 0.00% | −129,919−70.7% | Reduced |
| Citigroup Inc | 51,412 | $4.48M | 0.00% | +7,245+16.4% | Added |
| Palisade Capital Management LLC | 50,121 | $4.37M | 0.19% | −55,380−52.5% | Reduced |
| New York State Common Retirement Fund | 49,224 | $4.29M | 0.01% | +1,300+2.7% | Added |
| Citadel Advisors LLC | 48,903 | $4.26M | 0.00% | −1,109,245−95.8% | Reduced |
| South Dakota Investment Council | 46,038 | $4.01M | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 44,571 | $3.88M | 0.00% | +5,834+15.1% | Added |
| Norges Bank | 42,415 | $3.69M | 0.00% | +42,415 | New |
| Rhumbline Advisers | 42,294 | $3.68M | 0.00% | +2,004+5.0% | Added |
| Quantinno Capital Management LP | 36,172 | $3.15M | 0.00% | +24,974+223.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 35,783 | $3.12M | 0.06% | −7,822−17.9% | Reduced |
| Unifi Asset Management LP | 35,407 | $3.08M | 2.17% | 00.0% | Unchanged |
| Quantbot Technologies LP | 35,045 | $3.05M | 0.12% | +34,693+9,856.0% | Added |
| Clough Capital Partners L P | 34,817 | $3.03M | 0.25% | −8,113−18.9% | Reduced |
| California State Teachers Retirement System | 34,575 | $3.01M | 0.00% | −1,899−5.2% | Reduced |
| Russell Investments Group, Ltd. | 33,324 | $2.90M | 0.00% | +16,023+92.6% | Added |
| Deutsche Bank AG | 31,370 | $2.73M | 0.00% | +5,355+20.6% | Added |
| Vanguard Asset Management, Ltd | 30,830 | $2.69M | 0.00% | +3,417+12.5% | Added |
| Vanguard Global Advisers, LLC | 28,004 | $2.44M | 0.00% | +6,172+28.3% | Added |
| Wells Fargo & Company | 27,143 | $2.36M | 0.00% | +14,852+120.8% | Added |
| CI Private Wealth, LLC | 26,653 | $2.32M | 0.00% | +24,296+1,030.8% | Added |
| Barclays PLC | 26,502 | $2.31M | 0.00% | −10,215−27.8% | Reduced |
| Man Group plc | 25,923 | $2.26M | 0.00% | −481−1.8% | Reduced |
| Legal & General Group Plc | 25,837 | $2.25M | 0.00% | −1,521−5.6% | Reduced |
| VARCOV Co. | 25,394 | $2.21M | 0.84% | +17,566+224.4% | Added |
| Palogic Value Management, L.P. | 24,014 | $2.09M | 0.37% | +16,514+220.2% | Added |
| Manufacturers Life Insurance Company, The | 19,665 | $1.71M | 0.00% | +2,640+15.5% | Added |
| MetLife Investment Management | 17,477 | $1.52M | 0.01% | +1,529+9.6% | Added |
| Entropy Technologies, LP | 15,006 | $1.31M | 0.05% | +15,006 | New |
| PEAK6 LLC | 14,852 | $1.29M | 0.03% | +4,241+40.0% | Added |
| Mercer Global Advisors Inc | 14,629 | $1.27M | 0.00% | +708+5.1% | Added |
| Aquatic Capital Management LLC | 14,457 | $1.26M | 0.04% | −8,323−36.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,255 | $1.24M | 0.00% | −3,789−21.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,825 | $1.20M | 0.00% | +92+0.7% | Added |
| Jupiter Topco LLC | 13,514 | $1.18M | 0.00% | +13,514 | New |
| State of New Jersey Common Pension Fund D | 13,364 | $1.16M | 0.00% | −10,477−43.9% | Reduced |
| SEI Investments Co | 12,969 | $1.13M | 0.00% | −2,376−15.5% | Reduced |
| Franklin Resources Inc | 12,935 | $1.13M | 0.00% | −182−1.4% | Reduced |
| Handelsbanken Fonder AB | 11,700 | $1.02M | 0.00% | −2,800−19.3% | Reduced |
| IMC-Chicago, LLC | 11,626 | $1.01M | 0.01% | −41,045−77.9% | Reduced |
| First Trust Advisors LP | 10,901 | $949.5K | 0.00% | −7,995−42.3% | Reduced |
| NewEdge Wealth, LLC | 10,403 | $906.1K | 0.01% | +30.0% | Added |
| Jain Global LLC | 10,216 | $889.8K | 0.01% | +4,692+84.9% | Added |
| Catalyst Funds Management Pty Ltd | 9,900 | $862.3K | 0.05% | +9,900 | New |
| Creative Planning | 9,616 | $837.6K | 0.00% | −5,015−34.3% | Reduced |