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, Q2 2025
Institutional positions in PennyMac Financial Services, Inc. as of Jun 30, 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
- 220
- +20 vs. Q1 2025
- Shares held
- 30.9M
- −714.4K (−2.3%) vs. Q1 2025
- Total value
- $3.08B
- −$87.8M (−2.8%) vs. Q1 2025
- New holders
- 48
- 87 more added
- Sold out
- 28
- 61 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $451.5M | 9.66% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,417,807 | $440.2M | 0.28% | +127,988+3.0% | Added |
| Vanguard Group Inc | 2,899,525 | $288.9M | 0.00% | +26,888+0.9% | Added |
| BlackRock, Inc. | 2,242,490 | $223.4M | 0.00% | +99,946+4.7% | Added |
| Dimensional Fund Advisors LP | 1,864,870 | $185.8M | 0.04% | −85,430−4.4% | Reduced |
| FMR LLC | 1,422,739 | $141.8M | 0.01% | +149,512+11.7% | Added |
| Invesco Ltd. | 1,236,515 | $123.2M | 0.02% | −6030.0% | Reduced |
| State Street Corp | 891,235 | $88.8M | 0.00% | −39,816−4.3% | Reduced |
| JPMorgan Chase & Co | 722,759 | $72.0M | 0.00% | −156,568−17.8% | Reduced |
| Geode Capital Management, LLC | 721,757 | $71.9M | 0.01% | +41,124+6.0% | Added |
| Goldman Sachs Group Inc | 642,781 | $64.0M | 0.01% | +7,549+1.2% | Added |
| Citadel Advisors LLC | 572,608 | $57.1M | 0.05% | +355,010+163.1% | Added |
| Basswood Capital Management, L.L.C. | 570,210 | $56.8M | 2.83% | +31,743+5.9% | Added |
| Charles Schwab Investment Management Inc | 458,238 | $45.7M | 0.01% | +1,004+0.2% | Added |
| Boston Partners | 437,019 | $43.5M | 0.05% | −53,887−11.0% | Reduced |
| Senvest Management, LLC | 417,333 | $41.6M | 1.39% | −467,596−52.8% | Reduced |
| Norges Bank | 401,202 | $40.0M | 0.00% | +69,442+20.9% | Added |
| Ameriprise Financial Inc | 400,788 | $39.9M | 0.01% | +121,382+43.4% | Added |
| American Century Companies Inc | 399,388 | $39.8M | 0.02% | +52,227+15.0% | Added |
| Bank of New York Mellon Corp | 306,142 | $30.5M | 0.01% | +15,907+5.5% | Added |
| Massachusetts Financial Services Co | 297,857 | $29.7M | 0.01% | −14,828−4.7% | Reduced |
| Goldentree Asset Management LP | 294,199 | $29.2M | 2.82% | +294,199 | New |
| Northern Trust Corp | 291,866 | $29.1M | 0.00% | +11,205+4.0% | Added |
| Balyasny Asset Management LLC | 286,123 | $28.5M | 0.06% | +169,395+145.1% | Added |
| Conversant Capital LLC | 266,000 | $26.5M | 5.04% | +21,850+8.9% | Added |
| Bank of America Corp | 229,323 | $22.8M | 0.00% | +19,248+9.2% | Added |
| Millennium Management LLC | 210,734 | $21.0M | 0.02% | −560,871−72.7% | Reduced |
| Palisade Capital Management LLC | 207,241 | $20.6M | 0.58% | −5,842−2.7% | Reduced |
| Price T Rowe Associates Inc | 154,413 | $15.4M | 0.00% | +2,335+1.5% | Added |
| Morgan Stanley | 150,771 | $15.0M | 0.00% | +24,635+19.5% | Added |
| UBS Asset Management Americas Inc | 128,052 | $12.8M | 0.00% | +48,579+61.1% | Added |
| Susquehanna International Group, LLP | 125,676 | $12.5M | 0.02% | +65,168+107.7% | Added |
| Lightrock Netherlands B.V. | 143,113 | $12.2M | 3.34% | +7,058+5.2% | Added |
| Brandywine Global Investment Management, LLC | 112,030 | $11.2M | 0.08% | −4,400−3.8% | Reduced |
| Nuveen, LLC | 96,787 | $9.64M | 0.00% | −8,595−8.2% | Reduced |
| Alliancebernstein L.P. | 88,741 | $8.84M | 0.00% | +3,198+3.7% | Added |
| UBS Group AG | 87,240 | $8.69M | 0.00% | −5,579−6.0% | Reduced |
| Kinetic Partners Management, LP | 86,800 | $8.65M | 0.47% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 82,003 | $8.17M | 0.23% | +53,977+192.6% | Added |
| South Dakota Investment Council | 76,367 | $7.61M | 0.15% | −15,702−17.1% | Reduced |
| Barclays PLC | 75,411 | $7.51M | 0.00% | +20,444+37.2% | Added |
| Allianz Asset Management GmbH | 74,498 | $7.42M | 0.01% | +3,933+5.6% | Added |
| New York State Common Retirement Fund | 72,201 | $7.19M | 0.01% | +257+0.4% | Added |
| Renaissance Technologies LLC | 69,200 | $6.90M | 0.01% | +33,100+91.7% | Added |
| TD Asset Management Inc | 67,952 | $6.77M | 0.01% | +6,458+10.5% | Added |
| Jane Street Group, LLC | 67,672 | $6.74M | 0.01% | −59,987−47.0% | Reduced |
| Swiss National Bank | 58,900 | $5.87M | 0.00% | −700−1.2% | Reduced |
| Rhumbline Advisers | 53,906 | $5.37M | 0.00% | +11,698+27.7% | Added |
| Squarepoint Ops LLC | 49,430 | $4.93M | 0.01% | −1,087−2.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 47,057 | $4.69M | 0.30% | +44,687+1,885.5% | Added |
| Royal Bank of Canada | 47,018 | $4.69M | 0.00% | +44,824+2,043.0% | Added |
| D. E. Shaw & Co., Inc. | 41,669 | $4.15M | 0.00% | +20,275+94.8% | Added |
| Qube Research & Technologies Ltd | 37,508 | $3.74M | 0.01% | +37,508 | New |
| 1832 Asset Management L.P. | 37,325 | $3.72M | 0.01% | +9,535+34.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 36,348 | $3.62M | 0.09% | +29,408+423.7% | Added |
| Quantbot Technologies LP | 36,124 | $3.60M | 0.09% | +36,124 | New |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.59M | 0.42% | 00.0% | Unchanged |
| Legal & General Group Plc | 35,478 | $3.54M | 0.00% | +173+0.5% | Added |
| Advantage Alpha Capital Partners LP | 34,018 | $3.39M | 0.91% | −21,358−38.6% | Reduced |
| Interval Partners, LP | 31,290 | $3.12M | 0.07% | +2,358+8.2% | Added |
| Group One Trading, L.P. | 31,078 | $3.10M | 0.10% | +18,695+151.0% | Added |
| BNP Paribas Arbitrage, SA | 30,814 | $3.07M | 0.00% | +26,589+629.3% | Added |
| Marshall Wace, LLP | 29,658 | $2.96M | 0.00% | +29,658 | New |
| California State Teachers Retirement System | 26,472 | $2.64M | 0.00% | −1,540−5.5% | Reduced |
| Citigroup Inc | 26,304 | $2.62M | 0.00% | −1,321−4.8% | Reduced |
| Principal Financial Group Inc | 25,097 | $2.50M | 0.00% | −72,462−74.3% | Reduced |
| Two Sigma Investments, LP | 24,900 | $2.48M | 0.00% | +21,690+675.7% | Added |
| Walleye Capital LLC | 24,827 | $2.47M | 0.02% | +24,827 | New |
| Wells Fargo & Company | 22,794 | $2.27M | 0.00% | +3,563+18.5% | Added |
| SEI Investments Co | 21,999 | $2.19M | 0.00% | +3,419+18.4% | Added |
| Simplex Trading, LLC | 20,198 | $2.01M | 0.05% | −5,133−20.3% | Reduced |
| Deutsche Bank AG | 19,857 | $1.98M | 0.00% | −2,576−11.5% | Reduced |
| State of New Jersey Common Pension Fund D | 19,753 | $1.97M | 0.01% | +281+1.4% | Added |
| First Trust Advisors LP | 19,426 | $1.94M | 0.00% | +10,508+117.8% | Added |
| Manufacturers Life Insurance Company, The | 18,008 | $1.79M | 0.00% | −679−3.6% | Reduced |
| MetLife Investment Management | 17,454 | $1.74M | 0.01% | +2,103+13.7% | Added |
| Dark Forest Capital Management LP | 16,941 | $1.69M | 0.07% | −14,756−46.6% | Reduced |
| PEAK6 LLC | 16,508 | $1.64M | 0.03% | +7,253+78.4% | Added |
| Great West Life Assurance Co | 16,073 | $1.60M | 0.00% | +626+4.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,034 | $1.60M | 0.00% | +111+0.7% | Added |
| Russell Investments Group, Ltd. | 15,900 | $1.58M | 0.00% | −1,245−7.3% | Reduced |
| Cubist Systematic Strategies, LLC | 15,834 | $1.58M | 0.02% | +15,834 | New |
| XTX Topco Ltd | 15,471 | $1.54M | 0.06% | +15,471 | New |
| AQR Capital Management LLC | 14,949 | $1.49M | 0.00% | −9,063−37.7% | Reduced |
| Verition Fund Management LLC | 14,816 | $1.48M | 0.01% | +14,816 | New |
| Ensign Peak Advisors, Inc | 14,619 | $1.46M | 0.00% | −2,850−16.3% | Reduced |
| QRG Capital Management, Inc. | 13,536 | $1.35M | 0.01% | −834−5.8% | Reduced |
| Janus Henderson Group PLC | 13,514 | $1.35M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,495 | $1.34M | 0.00% | +6,374+89.5% | Added |
| HighVista Strategies LLC | 12,537 | $1.25M | 0.46% | −900−6.7% | Reduced |
| Intech Investment Management LLC | 11,828 | $1.18M | 0.01% | −3,554−23.1% | Reduced |
| Victory Capital Management Inc | 11,318 | $1.13M | 0.00% | −143−1.2% | Reduced |
| IMC-Chicago, LLC | 11,084 | $1.10M | 0.03% | −12,460−52.9% | Reduced |
| Mercer Global Advisors Inc | 10,740 | $1.07M | 0.00% | −1,193−10.0% | Reduced |
| Franklin Resources Inc | 10,554 | $1.05M | 0.00% | −10,421−49.7% | Reduced |
| NewEdge Wealth, LLC | 10,400 | $1.02M | 0.02% | +10,400 | New |
| MorganRosel Wealth Management, LLC | 10,000 | $996.4K | 0.27% | −464−4.4% | Reduced |
| Holocene Advisors, LP | 9,892 | $985.6K | 0.00% | +9,892 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,404 | $937.0K | 0.00% | +1,232+15.1% | Added |
| Arizona State Retirement System | 9,006 | $897.4K | 0.01% | +184+2.1% | Added |