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 |
|---|---|---|---|---|---|
| Creative Planning | 7,121 | $712.9K | 0.00% | +1,350+23.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,940 | $694.8K | 0.05% | +6,940 | New |
| Cynosure Management, LLC | 6,682 | $668.9K | 0.09% | +963+16.8% | Added |
| Northwest & Ethical Investments L.P. | 6,441 | $643.8K | 0.02% | +6,441 | New |
| State of Wyoming | 6,407 | $641.4K | 0.09% | +427+7.1% | Added |
| Toroso Investments, LLC | 6,215 | $622.2K | 0.01% | −8,161−56.8% | Reduced |
| Mariner, LLC | 6,206 | $621.2K | 0.00% | +180+3.0% | Added |
| Options Solutions, LLC | 6,063 | $607.0K | 0.29% | −63−1.0% | Reduced |
| CIBC World Markets Corp | 5,933 | $594.0K | 0.00% | +3,432+137.2% | Added |
| KLP Kapitalforvaltning AS | 5,800 | $580.6K | 0.00% | −600−9.4% | Reduced |
| ProShare Advisors LLC | 5,788 | $579.4K | 0.00% | −1,742−23.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,692 | $569.8K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,455 | $546.1K | 0.00% | −8,277−60.3% | Reduced |
| HSBC Holdings PLC | 5,288 | $532.9K | 0.00% | −198−3.6% | Reduced |
| One Capital Management, LLC | 4,993 | $499.8K | 0.02% | −615−11.0% | Reduced |
| Danske Bank A/S | 4,544 | $454.9K | 0.00% | −7,960−63.7% | Reduced |
| Teacher Retirement System of Texas | 4,496 | $450.1K | 0.00% | −578−11.4% | Reduced |
| Jump Financial, LLC | 4,464 | $446.9K | 0.01% | +1,464+48.8% | Added |
| Pictet Asset Management Holding SA | 4,432 | $443.7K | 0.00% | −492−10.0% | Reduced |
| BNP Paribas Arbitrage, SA | 4,225 | $423.0K | 0.00% | +880+26.3% | Added |
| Wolverine Trading, LLC | 4,197 | $421.2K | 0.01% | −8,362−66.6% | Reduced |
| Cannon Global Investment Management, LLC | 4,200 | $420.5K | 1.16% | −600−12.5% | Reduced |
| Public Employees Retirement Association of Colorado | 4,173 | $418.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 4,133 | $413.8K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 3,395 | $339.9K | 0.01% | +3,395 | New |
| Engineers Gate Manager LP | 3,293 | $329.7K | 0.01% | +3,293 | New |
| Two Sigma Investments, LP | 3,210 | $321.4K | 0.00% | +10+0.3% | Added |
| Advisor Group Holdings, Inc. | 3,092 | $309.6K | 0.00% | +286+10.2% | Added |
| Schonfeld Strategic Advisors LLC | 2,925 | $292.8K | 0.00% | +2,925 | New |
| Nebula Research & Development LLC | 2,821 | $282.4K | 0.03% | +2,821 | New |
| Ameritas Investment Partners, Inc. | 2,797 | $280.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,602 | $260.5K | 0.01% | −2,053−44.1% | Reduced |
| Quest Partners LLC | 2,587 | $259.0K | 0.03% | +110+4.4% | Added |
| Parallax Volatility Advisers, L.P. | 2,500 | $250.3K | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,500 | $244.1K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,370 | $237.3K | 0.02% | −2,986−55.8% | Reduced |
| Hohimer Wealth Management, LLC | 2,351 | $235.4K | 0.05% | +121+5.4% | Added |
| Glenmede Trust Co NA | 2,285 | $228.8K | 0.00% | +139+6.5% | Added |
| Prudential Financial Inc | 2,234 | $228.4K | 0.00% | +235+11.8% | Added |
| Royal Bank of Canada | 2,194 | $220.0K | 0.00% | −2,648−54.7% | Reduced |
| HighTower Advisors, LLC | 2,062 | $206.4K | 0.00% | −2,071−50.1% | Reduced |
| Xponance, Inc. | 2,020 | $202.2K | 0.00% | +2,020 | New |
| Ci Investments Inc. | 2,010 | $201.0K | 0.00% | +230+12.9% | Added |
| KBC Group NV | 1,549 | $155.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 1,500 | $150.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,293 | $129.0K | 0.00% | −1,976−60.4% | Reduced |
| Parkside Financial Bank & Trust | 1,122 | $112.3K | 0.01% | +22+2.0% | Added |
| Contravisory Investment Management, Inc. | 989 | $99.0K | 0.02% | −1,788−64.4% | Reduced |
| Amalgamated Bank | 926 | $93.0K | 0.00% | +30+3.3% | Added |
| US Bancorp | 773 | $77.4K | 0.00% | +5+0.7% | Added |
| Public Employees Retirement System of Ohio | 717 | $71.8K | 0.00% | +63+9.6% | Added |
| Harbor Capital Advisors, Inc. | 393 | $39.0K | 0.00% | +25+6.8% | Added |
| TD Waterhouse Canada Inc. | 379 | $38.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 339 | $33.9K | 0.01% | −20−5.6% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $32.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 300 | $30.0K | 0.00% | +300 | New |
| CWM, LLC | 271 | $27.0K | 0.00% | +113+71.5% | Added |
| Sterling Capital Management LLC | 223 | $22.3K | 0.00% | −177−44.3% | Reduced |
| Nisa Investment Advisors, LLC | 222 | $22.2K | 0.00% | +205+1,205.9% | Added |
| Comerica Bank | 206 | $20.6K | 0.00% | −1−0.5% | Reduced |
| Coldstream Capital Management Inc | 205 | $20.5K | 0.00% | +205 | New |
| Signaturefd, LLC | 201 | $20.1K | 0.00% | +37+22.6% | Added |
| Quadrant Capital Group LLC | 200 | $20.0K | 0.00% | −2−1.0% | Reduced |
| Sofos Investments, Inc. | 200 | $20.0K | 0.00% | +200 | New |
| Stonebridge Financial Group, LLC | 190 | $19.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 155 | $16.1K | 0.00% | +155 | New |
| Optiver Holding B.V. | 154 | $15.4K | 0.00% | +154 | New |
| Private Wealth Asset Management, LLC | 140 | $14.0K | 0.00% | +140 | New |
| Covestor Ltd | 119 | $12.0K | 0.01% | +1+0.8% | Added |
| GAMMA Investing LLC | 117 | $11.7K | 0.00% | +21+21.9% | Added |
| Ronald Blue Trust, Inc. | 111 | $11.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 106 | $10.7K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $8.81K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $8.01K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 73 | $7.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $4.95K | 0.00% | +24+85.7% | 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 |
| Hemington Wealth Management | 49 | $4.00K | 0.00% | +17+53.1% | Added |
| JFS Wealth Advisors, LLC | 35 | $3.50K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 33 | $3.32K | 0.00% | +33 | New |
| Mather Group, LLC. | 27 | $2.70K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 25 | $2.50K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 22 | $2.20K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $2.20K | 0.00% | −2−8.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $1.91K | 0.00% | −3−13.6% | Reduced |
| Farther Finance Advisors, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.30K | 0.00% | −1−7.1% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $1.10K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 9 | $901 | 0.00% | +6+200.0% | Added |
| 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 |
| SRS Capital Advisors, Inc. | 6 | $601 | 0.00% | −38−86.4% | Reduced |
| Garde Capital, Inc. | 5 | $501 | 0.00% | +5 | New |
| IFP Advisors, Inc | 0 | $400 | 0.00% | 0 | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $200 | 0.00% | 00.0% | Unchanged |