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PennyMac Financial Services, Inc.

PFSI
Exchange
NYSE
Industry
Mortgage Bankers & Loan Correspondents
SEC CIK
0001745916

No open-market purchases or sales by PennyMac Financial Services, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.

Q1 2025 vs. Q4 2024

How the institutions holding PennyMac Financial Services, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of PFSI: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2073203−1
Shares30.4M110.8K31.6M+1.27M (+4.2%)
Value$3.11B$11.3M$3.16B+$65.2M (+2.1%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to PFSI in Q1 2025
InstitutionSharesValue% of portfolio
Philadelphia Financial Management of San Francisco, LLC186,804$18.7M4.16%
Balyasny Asset Management LLC116,728$11.7M0.03%
Nuveen, LLC105,382$10.5M0.00%
EMG Holdings, L.P.64,580$6.47M7.75%
Ieq Capital, LLC33,600$3.36M0.03%
IMC-Chicago, LLC23,544$2.36M0.09%
Group One Trading, L.P.12,383$1.24M0.05%
HRT Financial LP9,050$905.0K0.01%
Y-Intercept (Hong Kong) Ltd6,940$694.8K0.05%
Northwest & Ethical Investments L.P.6,441$643.8K0.02%
SummitTX Capital, L.P.3,395$339.9K0.01%
Engineers Gate Manager LP3,293$329.7K0.01%
Schonfeld Strategic Advisors LLC2,925$292.8K0.00%
Nebula Research & Development LLC2,821$282.4K0.03%
Xponance, Inc.2,020$202.2K0.00%
STRS Ohio300$30.0K0.00%
Coldstream Capital Management Inc205$20.5K0.00%
Sofos Investments, Inc.200$20.0K0.00%
Aster Capital Management (DIFC) Ltd155$16.1K0.00%
Optiver Holding B.V.154$15.4K0.00%
Private Wealth Asset Management, LLC140$14.0K0.00%
Boston Private Wealth LLC33$3.32K0.00%
Skopos Labs, Inc.25$2.50K0.00%
Stephens Consulting, LLC10$1.00K0.00%
True Wealth Design, LLC8$8010.00%
Garde Capital, Inc.5$5010.00%
Bay Harbor Wealth Management, LLC2$2000.00%
HFM Investment Advisors, LLC1$1010.00%

Sold out (29)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of PFSI in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Rubric Capital Management LP200,000$20.4M
Epoch Investment Partners, Inc.128,876$13.2M
Alyeska Investment Group, L.P.98,162$10.0M
Qube Research & Technologies Ltd73,788$7.54M
Jacobs Levy Equity Management, Inc34,324$3.51M
Arrowstreet Capital, Limited Partnership27,181$2.78M
Federated Hermes, Inc.11,792$1.20M
Crestline Management, LP9,533$973.7K
Inceptionr LLC6,705$684.8K
Natixis4,600$469.8K
Quantbot Technologies LP4,057$414.4K
Greenland Capital Management LP4,000$408.6K
Profund Advisors LLC3,957$404.2K
Quadrature Capital Ltd3,868$395.0K
Precision Wealth Strategies, LLC3,590$366.7K
Aristeia Capital LLC3,432$350.5K
Polymer Capital Management (US) LLC2,123$216.8K
Foster & Motley Inc2,001$204.0K
CIBC Private Wealth Group, LLC953$94.8K
Bayforest Capital Ltd895$91.4K
Headlands Technologies LLC187$19.1K
Exchange Traded Concepts, LLC58$5.92K
New Wave Wealth Advisors LLC50$5.11K
C M Bidwell & Associates Ltd36$3.68K
Decker Retirement Planning Inc.19$1.94K
EverSource Wealth Advisors, LLC12$1.23K
AdvisorNet Financial, Inc3$306
CoreCap Advisors, LLC3$306
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$204

Not filed for Q1 2025 yet (3)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC105,969$10.8M
Vise Technologies, Inc.4,597$469.5K
Financial Gravity Companies, Inc.200$20.4K