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, Q1 2025
Institutional positions in PennyMac Financial Services, Inc. as of Mar 31, 2025. 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
- 203
- −1 vs. Q4 2024
- Shares held
- 31.6M
- +1.27M (+4.2%) vs. Q4 2024
- Total value
- $3.16B
- +$65.2M (+2.1%) vs. Q4 2024
- New holders
- 28
- 70 more added
- Sold out
- 29
- 73 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 | $4.12B |
| Q3 2025 | 231 | $3.96B |
| Q2 2025 | 220 | $3.07B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.49B |
| Q2 2024 | 184 | $2.76B |
| Q1 2024 | 193 | $2.63B |
| Q4 2023 | 192 | $2.58B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.62B |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $453.7M | 10.66% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,289,819 | $429.5M | 0.28% | +24,055+0.6% | Added |
| Vanguard Group Inc | 2,872,637 | $287.6M | 0.01% | −13,943−0.5% | Reduced |
| BlackRock, Inc. | 2,142,544 | $214.5M | 0.00% | −140,266−6.1% | Reduced |
| Dimensional Fund Advisors LP | 1,950,300 | $195.2M | 0.05% | −199,285−9.3% | Reduced |
| FMR LLC | 1,273,227 | $127.5M | 0.01% | −32,624−2.5% | Reduced |
| Invesco Ltd. | 1,237,118 | $123.8M | 0.02% | +53,660+4.5% | Added |
| State Street Corp | 931,051 | $93.2M | 0.00% | −66,976−6.7% | Reduced |
| Orbis Allan Gray Ltd | 926,775 | $92.8M | 0.53% | +757,489+447.5% | Added |
| Senvest Management, LLC | 884,929 | $88.6M | 3.70% | −103,233−10.4% | Reduced |
| JPMorgan Chase & Co | 879,327 | $88.0M | 0.01% | +71,189+8.8% | Added |
| Millennium Management LLC | 771,605 | $77.2M | 0.08% | +253,031+48.8% | Added |
| Geode Capital Management, LLC | 680,633 | $68.2M | 0.01% | +22,074+3.4% | Added |
| Goldman Sachs Group Inc | 635,232 | $63.6M | 0.01% | −43,226−6.4% | Reduced |
| Basswood Capital Management, L.L.C. | 538,467 | $53.9M | 3.03% | +81,593+17.9% | Added |
| Boston Partners | 490,906 | $48.9M | 0.06% | −6,174−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 457,234 | $45.8M | 0.01% | +3,424+0.8% | Added |
| American Century Companies Inc | 347,161 | $34.8M | 0.02% | −6,470−1.8% | Reduced |
| Norges Bank | 331,760 | $33.2M | 0.00% | −40,314−10.8% | Reduced |
| Massachusetts Financial Services Co | 312,685 | $31.3M | 0.01% | −7,565−2.4% | Reduced |
| Bank of New York Mellon Corp | 290,235 | $29.1M | 0.01% | +91,338+45.9% | Added |
| Northern Trust Corp | 280,661 | $28.1M | 0.00% | −7,079−2.5% | Reduced |
| Ameriprise Financial Inc | 279,406 | $28.0M | 0.01% | +100,523+56.2% | Added |
| Conversant Capital LLC | 244,150 | $24.4M | 4.98% | +49,000+25.1% | Added |
| Citadel Advisors LLC | 217,598 | $21.8M | 0.02% | +211,036+3,216.0% | Added |
| Palisade Capital Management LLC | 213,083 | $21.3M | 0.61% | −1,821−0.8% | Reduced |
| Bank of America Corp | 210,075 | $21.0M | 0.00% | +192,288+1,081.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 186,804 | $18.7M | 4.16% | +186,804 | New |
| Price T Rowe Associates Inc | 152,078 | $15.2M | 0.00% | +17,643+13.1% | Added |
| Lightrock Netherlands B.V. | 136,055 | $13.6M | 3.59% | +48,312+55.1% | Added |
| Jane Street Group, LLC | 127,659 | $12.8M | 0.02% | +61,292+92.4% | Added |
| Morgan Stanley | 126,136 | $12.6M | 0.00% | +4,470+3.7% | Added |
| Balyasny Asset Management LLC | 116,728 | $11.7M | 0.03% | +116,728 | New |
| Brandywine Global Investment Management, LLC | 116,430 | $11.7M | 0.08% | −4,510−3.7% | Reduced |
| Nuveen, LLC | 105,382 | $10.5M | 0.00% | +105,382 | New |
| Principal Financial Group Inc | 97,559 | $9.77M | 0.01% | −16,973−14.8% | Reduced |
| UBS Group AG | 92,819 | $9.29M | 0.00% | −65,964−41.5% | Reduced |
| South Dakota Investment Council | 92,069 | $9.22M | 0.19% | −5,698−5.8% | Reduced |
| Picton Mahoney Asset Management | 89,130 | $8.92M | 0.31% | +88,430+12,632.9% | Added |
| Kinetic Partners Management, LP | 86,800 | $8.69M | 0.62% | −41,000−32.1% | Reduced |
| Alliancebernstein L.P. | 85,543 | $8.56M | 0.00% | −5,500−6.0% | Reduced |
| UBS Asset Management Americas Inc | 79,473 | $7.96M | 0.00% | −14,975−15.9% | Reduced |
| New York State Common Retirement Fund | 71,944 | $7.20M | 0.01% | +879+1.2% | Added |
| Allianz Asset Management GmbH | 70,565 | $7.06M | 0.01% | −3,329−4.5% | Reduced |
| EMG Holdings, L.P. | 64,580 | $6.47M | 7.75% | +64,580 | New |
| TD Asset Management Inc | 61,494 | $6.16M | 0.01% | +1,456+2.4% | Added |
| Susquehanna International Group, LLP | 60,508 | $6.06M | 0.01% | +1,152+1.9% | Added |
| Swiss National Bank | 59,600 | $5.97M | 0.00% | −800−1.3% | Reduced |
| Macquarie Group Ltd | 55,570 | $5.56M | 0.01% | −14,649−20.9% | Reduced |
| Advantage Alpha Capital Partners LP | 55,376 | $5.54M | 1.36% | +11,528+26.3% | Added |
| Barclays PLC | 54,967 | $5.50M | 0.00% | +7,084+14.8% | Added |
| Squarepoint Ops LLC | 50,517 | $5.06M | 0.01% | +40,028+381.6% | Added |
| Rhumbline Advisers | 42,208 | $4.23M | 0.00% | +679+1.6% | Added |
| Renaissance Technologies LLC | 36,100 | $3.61M | 0.01% | +23,300+182.0% | Added |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.61M | 0.52% | 00.0% | Unchanged |
| Legal & General Group Plc | 35,305 | $3.53M | 0.00% | +1,589+4.7% | Added |
| Ieq Capital, LLC | 33,600 | $3.36M | 0.03% | +33,600 | New |
| Dark Forest Capital Management LP | 31,697 | $3.17M | 0.15% | +17,316+120.4% | Added |
| Interval Partners, LP | 28,932 | $2.90M | 0.10% | −10,388−26.4% | Reduced |
| Edgestream Partners, L.P. | 28,026 | $2.81M | 0.10% | −11,052−28.3% | Reduced |
| California State Teachers Retirement System | 28,012 | $2.80M | 0.00% | −419−1.5% | Reduced |
| 1832 Asset Management L.P. | 27,790 | $2.78M | 0.01% | −9,110−24.7% | Reduced |
| Citigroup Inc | 27,625 | $2.77M | 0.00% | −1,195−4.1% | Reduced |
| Simplex Trading, LLC | 25,331 | $2.54M | 0.09% | +22,915+948.5% | Added |
| AQR Capital Management LLC | 24,012 | $2.40M | 0.00% | +875+3.8% | Added |
| IMC-Chicago, LLC | 23,544 | $2.36M | 0.09% | +23,544 | New |
| Deutsche Bank AG | 22,433 | $2.25M | 0.00% | −2,191−8.9% | Reduced |
| D. E. Shaw & Co., Inc. | 21,394 | $2.14M | 0.00% | −943−4.2% | Reduced |
| Franklin Resources Inc | 20,975 | $2.10M | 0.00% | −960−4.4% | Reduced |
| State of New Jersey Common Pension Fund D | 19,472 | $1.95M | 0.01% | −545−2.7% | Reduced |
| Wells Fargo & Company | 19,231 | $1.93M | 0.00% | −6,934−26.5% | Reduced |
| Assenagon Asset Management S.A. | 18,889 | $1.89M | 0.00% | −8,317−30.6% | Reduced |
| Manufacturers Life Insurance Company, The | 18,687 | $1.87M | 0.00% | +595+3.3% | Added |
| SEI Investments Co | 18,580 | $1.86M | 0.00% | +201+1.1% | Added |
| Ensign Peak Advisors, Inc | 17,469 | $1.75M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 17,145 | $1.72M | 0.00% | +2,832+19.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,923 | $1.59M | 0.00% | +706+4.6% | Added |
| Great West Life Assurance Co | 15,447 | $1.55M | 0.00% | −1,032−6.3% | Reduced |
| Intech Investment Management LLC | 15,382 | $1.54M | 0.02% | +840+5.8% | Added |
| MetLife Investment Management | 15,351 | $1.54M | 0.01% | −707−4.4% | Reduced |
| QRG Capital Management, Inc. | 14,370 | $1.44M | 0.01% | −1,812−11.2% | Reduced |
| Janus Henderson Group PLC | 13,514 | $1.36M | 0.00% | −1,600−10.6% | Reduced |
| HighVista Strategies LLC | 13,437 | $1.35M | 0.52% | +200+1.5% | Added |
| Corebridge Financial, Inc. | 13,098 | $1.31M | 0.01% | −195−1.5% | Reduced |
| Dakota Wealth Management | 13,074 | $1.31M | 0.03% | −1,504−10.3% | Reduced |
| Group One Trading, L.P. | 12,383 | $1.24M | 0.05% | +12,383 | New |
| Mercer Global Advisors Inc | 11,933 | $1.19M | 0.00% | −1,810−13.2% | Reduced |
| Victory Capital Management Inc | 11,461 | $1.15M | 0.00% | −13,723−54.5% | Reduced |
| MorganRosel Wealth Management, LLC | 10,464 | $1.05M | 0.32% | −1,264−10.8% | Reduced |
| PEAK6 LLC | 9,255 | $926.5K | 0.04% | +7,505+428.9% | Added |
| HRT Financial LP | 9,050 | $905.0K | 0.01% | +9,050 | New |
| First Trust Advisors LP | 8,918 | $892.8K | 0.00% | +540+6.4% | Added |
| Arizona State Retirement System | 8,822 | $883.2K | 0.01% | −92−1.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,172 | $818.1K | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 8,138 | $814.7K | 0.01% | +89+1.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,073 | $808.2K | 0.01% | +4,849+150.4% | Added |
| Handelsbanken Fonder AB | 7,900 | $791.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,482 | $749.0K | 0.02% | +6,784+971.9% | Added |
| Bryce Point Capital, LLC | 7,169 | $728.4K | 0.55% | −7,996−52.7% | Reduced |
| Voya Investment Management LLC | 7,161 | $716.9K | 0.00% | −774−9.8% | Reduced |