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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $101 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $101 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $200 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $200 | 0.00% | +2 | New |
| IFP Advisors, Inc | 0 | $400 | 0.00% | 0 | Unchanged |
| Garde Capital, Inc. | 5 | $501 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 6 | $601 | 0.00% | −38−86.4% | Reduced |
| Private Wealth Management Group, LLC | 8 | $801 | 0.00% | −17−68.0% | Reduced |
| Manchester Capital Management LLC | 8 | $801 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $801 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 9 | $901 | 0.00% | +6+200.0% | Added |
| Stephens Consulting, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 11 | $1.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.30K | 0.00% | −1−7.1% | Reduced |
| Farther Finance Advisors, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $1.91K | 0.00% | −3−13.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $2.20K | 0.00% | −2−8.3% | Reduced |
| Bell Investment Advisors, Inc | 22 | $2.20K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 25 | $2.50K | 0.00% | +25 | New |
| Mather Group, LLC. | 27 | $2.70K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 33 | $3.32K | 0.00% | +33 | New |
| JFS Wealth Advisors, LLC | 35 | $3.50K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 49 | $4.00K | 0.00% | +17+53.1% | Added |
| Lindbrook Capital, LLC | 45 | $4.50K | 0.00% | +2+4.7% | Added |
| Rothschild Investment LLC | 45 | $4.50K | 0.00% | +10+28.6% | Added |
| Allworth Financial LP | 52 | $4.95K | 0.00% | +24+85.7% | Added |
| Principal Securities, Inc. | 73 | $7.46K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $8.01K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $8.81K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 106 | $10.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 111 | $11.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 117 | $11.7K | 0.00% | +21+21.9% | Added |
| Covestor Ltd | 119 | $12.0K | 0.01% | +1+0.8% | Added |
| Private Wealth Asset Management, LLC | 140 | $14.0K | 0.00% | +140 | New |
| Optiver Holding B.V. | 154 | $15.4K | 0.00% | +154 | New |
| Aster Capital Management (DIFC) Ltd | 155 | $16.1K | 0.00% | +155 | New |
| Stonebridge Financial Group, LLC | 190 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 200 | $20.0K | 0.00% | −2−1.0% | Reduced |
| Sofos Investments, Inc. | 200 | $20.0K | 0.00% | +200 | New |
| Signaturefd, LLC | 201 | $20.1K | 0.00% | +37+22.6% | Added |
| Coldstream Capital Management Inc | 205 | $20.5K | 0.00% | +205 | New |
| Comerica Bank | 206 | $20.6K | 0.00% | −1−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 222 | $22.2K | 0.00% | +205+1,205.9% | Added |
| Sterling Capital Management LLC | 223 | $22.3K | 0.00% | −177−44.3% | Reduced |
| CWM, LLC | 271 | $27.0K | 0.00% | +113+71.5% | Added |
| STRS Ohio | 300 | $30.0K | 0.00% | +300 | New |
| Nomura Asset Management Co Ltd | 320 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 339 | $33.9K | 0.01% | −20−5.6% | Reduced |
| TD Waterhouse Canada Inc. | 379 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 393 | $39.0K | 0.00% | +25+6.8% | Added |
| Public Employees Retirement System of Ohio | 717 | $71.8K | 0.00% | +63+9.6% | Added |
| US Bancorp | 773 | $77.4K | 0.00% | +5+0.7% | Added |
| Amalgamated Bank | 926 | $93.0K | 0.00% | +30+3.3% | Added |
| Contravisory Investment Management, Inc. | 989 | $99.0K | 0.02% | −1,788−64.4% | Reduced |
| Parkside Financial Bank & Trust | 1,122 | $112.3K | 0.01% | +22+2.0% | Added |
| SG Americas Securities, LLC | 1,293 | $129.0K | 0.00% | −1,976−60.4% | Reduced |
| LSV Asset Management | 1,500 | $150.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,549 | $155.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,010 | $201.0K | 0.00% | +230+12.9% | Added |
| Xponance, Inc. | 2,020 | $202.2K | 0.00% | +2,020 | New |
| HighTower Advisors, LLC | 2,062 | $206.4K | 0.00% | −2,071−50.1% | Reduced |
| Royal Bank of Canada | 2,194 | $220.0K | 0.00% | −2,648−54.7% | Reduced |
| Prudential Financial Inc | 2,234 | $228.4K | 0.00% | +235+11.8% | Added |
| Glenmede Trust Co NA | 2,285 | $228.8K | 0.00% | +139+6.5% | Added |
| Hohimer Wealth Management, LLC | 2,351 | $235.4K | 0.05% | +121+5.4% | Added |
| Campbell & CO Investment Adviser LLC | 2,370 | $237.3K | 0.02% | −2,986−55.8% | Reduced |
| Navellier & Associates Inc | 2,500 | $244.1K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,500 | $250.3K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 2,587 | $259.0K | 0.03% | +110+4.4% | Added |
| Tower Research Capital LLC (TRC) | 2,602 | $260.5K | 0.01% | −2,053−44.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,797 | $280.0K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,821 | $282.4K | 0.03% | +2,821 | New |
| Schonfeld Strategic Advisors LLC | 2,925 | $292.8K | 0.00% | +2,925 | New |
| Advisor Group Holdings, Inc. | 3,092 | $309.6K | 0.00% | +286+10.2% | Added |
| Two Sigma Investments, LP | 3,210 | $321.4K | 0.00% | +10+0.3% | Added |
| Engineers Gate Manager LP | 3,293 | $329.7K | 0.01% | +3,293 | New |
| SummitTX Capital, L.P. | 3,395 | $339.9K | 0.01% | +3,395 | New |
| State Board of Administration of Florida Retirement System | 4,133 | $413.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,173 | $418.0K | 0.00% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 4,200 | $420.5K | 1.16% | −600−12.5% | Reduced |
| Wolverine Trading, LLC | 4,197 | $421.2K | 0.01% | −8,362−66.6% | Reduced |
| BNP Paribas Arbitrage, SA | 4,225 | $423.0K | 0.00% | +880+26.3% | Added |
| Pictet Asset Management Holding SA | 4,432 | $443.7K | 0.00% | −492−10.0% | Reduced |
| Jump Financial, LLC | 4,464 | $446.9K | 0.01% | +1,464+48.8% | Added |
| Teacher Retirement System of Texas | 4,496 | $450.1K | 0.00% | −578−11.4% | Reduced |
| Danske Bank A/S | 4,544 | $454.9K | 0.00% | −7,960−63.7% | Reduced |
| One Capital Management, LLC | 4,993 | $499.8K | 0.02% | −615−11.0% | Reduced |
| HSBC Holdings PLC | 5,288 | $532.9K | 0.00% | −198−3.6% | Reduced |
| State of Wisconsin Investment Board | 5,455 | $546.1K | 0.00% | −8,277−60.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,692 | $569.8K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,788 | $579.4K | 0.00% | −1,742−23.1% | Reduced |
| KLP Kapitalforvaltning AS | 5,800 | $580.6K | 0.00% | −600−9.4% | Reduced |
| CIBC World Markets Corp | 5,933 | $594.0K | 0.00% | +3,432+137.2% | Added |
| Options Solutions, LLC | 6,063 | $607.0K | 0.29% | −63−1.0% | Reduced |
| Mariner, LLC | 6,206 | $621.2K | 0.00% | +180+3.0% | Added |
| Toroso Investments, LLC | 6,215 | $622.2K | 0.01% | −8,161−56.8% | Reduced |
| State of Wyoming | 6,407 | $641.4K | 0.09% | +427+7.1% | Added |
| Northwest & Ethical Investments L.P. | 6,441 | $643.8K | 0.02% | +6,441 | New |