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 |
|---|---|---|---|---|---|
| Cynosure Management, LLC | 6,682 | $668.9K | 0.09% | +963+16.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,940 | $694.8K | 0.05% | +6,940 | New |
| Creative Planning | 7,121 | $712.9K | 0.00% | +1,350+23.4% | Added |
| Voya Investment Management LLC | 7,161 | $716.9K | 0.00% | −774−9.8% | Reduced |
| Bryce Point Capital, LLC | 7,169 | $728.4K | 0.55% | −7,996−52.7% | Reduced |
| Aquatic Capital Management LLC | 7,482 | $749.0K | 0.02% | +6,784+971.9% | Added |
| Handelsbanken Fonder AB | 7,900 | $791.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,073 | $808.2K | 0.01% | +4,849+150.4% | Added |
| Cullen Capital Management LLC | 8,138 | $814.7K | 0.01% | +89+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,172 | $818.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,822 | $883.2K | 0.01% | −92−1.0% | Reduced |
| First Trust Advisors LP | 8,918 | $892.8K | 0.00% | +540+6.4% | Added |
| HRT Financial LP | 9,050 | $905.0K | 0.01% | +9,050 | New |
| PEAK6 LLC | 9,255 | $926.5K | 0.04% | +7,505+428.9% | Added |
| MorganRosel Wealth Management, LLC | 10,464 | $1.05M | 0.32% | −1,264−10.8% | Reduced |
| Victory Capital Management Inc | 11,461 | $1.15M | 0.00% | −13,723−54.5% | Reduced |
| Mercer Global Advisors Inc | 11,933 | $1.19M | 0.00% | −1,810−13.2% | Reduced |
| Group One Trading, L.P. | 12,383 | $1.24M | 0.05% | +12,383 | New |
| Dakota Wealth Management | 13,074 | $1.31M | 0.03% | −1,504−10.3% | Reduced |
| Corebridge Financial, Inc. | 13,098 | $1.31M | 0.01% | −195−1.5% | Reduced |
| HighVista Strategies LLC | 13,437 | $1.35M | 0.52% | +200+1.5% | Added |
| Janus Henderson Group PLC | 13,514 | $1.36M | 0.00% | −1,600−10.6% | Reduced |
| QRG Capital Management, Inc. | 14,370 | $1.44M | 0.01% | −1,812−11.2% | Reduced |
| MetLife Investment Management | 15,351 | $1.54M | 0.01% | −707−4.4% | Reduced |
| Intech Investment Management LLC | 15,382 | $1.54M | 0.02% | +840+5.8% | Added |
| Great West Life Assurance Co | 15,447 | $1.55M | 0.00% | −1,032−6.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,923 | $1.59M | 0.00% | +706+4.6% | Added |
| Russell Investments Group, Ltd. | 17,145 | $1.72M | 0.00% | +2,832+19.8% | Added |
| Ensign Peak Advisors, Inc | 17,469 | $1.75M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 18,580 | $1.86M | 0.00% | +201+1.1% | Added |
| Manufacturers Life Insurance Company, The | 18,687 | $1.87M | 0.00% | +595+3.3% | Added |
| Assenagon Asset Management S.A. | 18,889 | $1.89M | 0.00% | −8,317−30.6% | Reduced |
| Wells Fargo & Company | 19,231 | $1.93M | 0.00% | −6,934−26.5% | Reduced |
| State of New Jersey Common Pension Fund D | 19,472 | $1.95M | 0.01% | −545−2.7% | Reduced |
| Franklin Resources Inc | 20,975 | $2.10M | 0.00% | −960−4.4% | Reduced |
| D. E. Shaw & Co., Inc. | 21,394 | $2.14M | 0.00% | −943−4.2% | Reduced |
| Deutsche Bank AG | 22,433 | $2.25M | 0.00% | −2,191−8.9% | Reduced |
| IMC-Chicago, LLC | 23,544 | $2.36M | 0.09% | +23,544 | New |
| AQR Capital Management LLC | 24,012 | $2.40M | 0.00% | +875+3.8% | Added |
| Simplex Trading, LLC | 25,331 | $2.54M | 0.09% | +22,915+948.5% | Added |
| Citigroup Inc | 27,625 | $2.77M | 0.00% | −1,195−4.1% | Reduced |
| 1832 Asset Management L.P. | 27,790 | $2.78M | 0.01% | −9,110−24.7% | Reduced |
| California State Teachers Retirement System | 28,012 | $2.80M | 0.00% | −419−1.5% | Reduced |
| Edgestream Partners, L.P. | 28,026 | $2.81M | 0.10% | −11,052−28.3% | Reduced |
| Interval Partners, LP | 28,932 | $2.90M | 0.10% | −10,388−26.4% | Reduced |
| Dark Forest Capital Management LP | 31,697 | $3.17M | 0.15% | +17,316+120.4% | Added |
| Ieq Capital, LLC | 33,600 | $3.36M | 0.03% | +33,600 | New |
| Legal & General Group Plc | 35,305 | $3.53M | 0.00% | +1,589+4.7% | Added |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.61M | 0.52% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 36,100 | $3.61M | 0.01% | +23,300+182.0% | Added |
| Rhumbline Advisers | 42,208 | $4.23M | 0.00% | +679+1.6% | Added |
| Squarepoint Ops LLC | 50,517 | $5.06M | 0.01% | +40,028+381.6% | Added |
| Barclays PLC | 54,967 | $5.50M | 0.00% | +7,084+14.8% | Added |
| Advantage Alpha Capital Partners LP | 55,376 | $5.54M | 1.36% | +11,528+26.3% | Added |
| Macquarie Group Ltd | 55,570 | $5.56M | 0.01% | −14,649−20.9% | Reduced |
| Swiss National Bank | 59,600 | $5.97M | 0.00% | −800−1.3% | Reduced |
| Susquehanna International Group, LLP | 60,508 | $6.06M | 0.01% | +1,152+1.9% | Added |
| TD Asset Management Inc | 61,494 | $6.16M | 0.01% | +1,456+2.4% | Added |
| EMG Holdings, L.P. | 64,580 | $6.47M | 7.75% | +64,580 | New |
| Allianz Asset Management GmbH | 70,565 | $7.06M | 0.01% | −3,329−4.5% | Reduced |
| New York State Common Retirement Fund | 71,944 | $7.20M | 0.01% | +879+1.2% | Added |
| UBS Asset Management Americas Inc | 79,473 | $7.96M | 0.00% | −14,975−15.9% | Reduced |
| Alliancebernstein L.P. | 85,543 | $8.56M | 0.00% | −5,500−6.0% | Reduced |
| Kinetic Partners Management, LP | 86,800 | $8.69M | 0.62% | −41,000−32.1% | Reduced |
| Picton Mahoney Asset Management | 89,130 | $8.92M | 0.31% | +88,430+12,632.9% | Added |
| South Dakota Investment Council | 92,069 | $9.22M | 0.19% | −5,698−5.8% | Reduced |
| UBS Group AG | 92,819 | $9.29M | 0.00% | −65,964−41.5% | Reduced |
| Principal Financial Group Inc | 97,559 | $9.77M | 0.01% | −16,973−14.8% | Reduced |
| Nuveen, LLC | 105,382 | $10.5M | 0.00% | +105,382 | New |
| Brandywine Global Investment Management, LLC | 116,430 | $11.7M | 0.08% | −4,510−3.7% | Reduced |
| Balyasny Asset Management LLC | 116,728 | $11.7M | 0.03% | +116,728 | New |
| Morgan Stanley | 126,136 | $12.6M | 0.00% | +4,470+3.7% | Added |
| Jane Street Group, LLC | 127,659 | $12.8M | 0.02% | +61,292+92.4% | Added |
| Lightrock Netherlands B.V. | 136,055 | $13.6M | 3.59% | +48,312+55.1% | Added |
| Price T Rowe Associates Inc | 152,078 | $15.2M | 0.00% | +17,643+13.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 186,804 | $18.7M | 4.16% | +186,804 | New |
| Bank of America Corp | 210,075 | $21.0M | 0.00% | +192,288+1,081.1% | Added |
| Palisade Capital Management LLC | 213,083 | $21.3M | 0.61% | −1,821−0.8% | Reduced |
| Citadel Advisors LLC | 217,598 | $21.8M | 0.02% | +211,036+3,216.0% | Added |
| Conversant Capital LLC | 244,150 | $24.4M | 4.98% | +49,000+25.1% | Added |
| Ameriprise Financial Inc | 279,406 | $28.0M | 0.01% | +100,523+56.2% | Added |
| Northern Trust Corp | 280,661 | $28.1M | 0.00% | −7,079−2.5% | Reduced |
| Bank of New York Mellon Corp | 290,235 | $29.1M | 0.01% | +91,338+45.9% | Added |
| Massachusetts Financial Services Co | 312,685 | $31.3M | 0.01% | −7,565−2.4% | Reduced |
| Norges Bank | 331,760 | $33.2M | 0.00% | −40,314−10.8% | Reduced |
| American Century Companies Inc | 347,161 | $34.8M | 0.02% | −6,470−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 457,234 | $45.8M | 0.01% | +3,424+0.8% | Added |
| Boston Partners | 490,906 | $48.9M | 0.06% | −6,174−1.2% | Reduced |
| Basswood Capital Management, L.L.C. | 538,467 | $53.9M | 3.03% | +81,593+17.9% | Added |
| Goldman Sachs Group Inc | 635,232 | $63.6M | 0.01% | −43,226−6.4% | Reduced |
| Geode Capital Management, LLC | 680,633 | $68.2M | 0.01% | +22,074+3.4% | Added |
| Millennium Management LLC | 771,605 | $77.2M | 0.08% | +253,031+48.8% | Added |
| JPMorgan Chase & Co | 879,327 | $88.0M | 0.01% | +71,189+8.8% | Added |
| Senvest Management, LLC | 884,929 | $88.6M | 3.70% | −103,233−10.4% | Reduced |
| Orbis Allan Gray Ltd | 926,775 | $92.8M | 0.53% | +757,489+447.5% | Added |
| State Street Corp | 931,051 | $93.2M | 0.00% | −66,976−6.7% | Reduced |
| Invesco Ltd. | 1,237,118 | $123.8M | 0.02% | +53,660+4.5% | Added |
| FMR LLC | 1,273,227 | $127.5M | 0.01% | −32,624−2.5% | Reduced |
| Dimensional Fund Advisors LP | 1,950,300 | $195.2M | 0.05% | −199,285−9.3% | Reduced |
| BlackRock, Inc. | 2,142,544 | $214.5M | 0.00% | −140,266−6.1% | Reduced |