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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,872,637 | $287.6M | 0.01% | −13,943−0.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,289,819 | $429.5M | 0.28% | +24,055+0.6% | Added |
| MFN Partners Management, LP | 4,531,792 | $453.7M | 10.66% | 00.0% | Unchanged |
| Rubric Capital Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −128,876−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −98,162−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −73,788−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −34,324−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −27,181−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −9,533−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,705−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,057−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,957−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −3,590−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −3,432−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,123−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |