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PennyMac Financial Services, Inc.

PFSI
Exchange
NYSE
Industry
Mortgage Bankers & Loan Correspondents
SEC CIK
0001745916

No open-market purchases or sales by PennyMac Financial Services, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.

Q2 2025 vs. Q1 2025

How the institutions holding PennyMac Financial Services, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of PFSI: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2033220+20
Shares31.6M2.53K30.9M−739.1K (−2.3%)
Value$3.16B$253.3K$3.07B−$90.2M (−2.9%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to PFSI in Q2 2025
InstitutionSharesValue% of portfolio
Goldentree Asset Management LP294,199$29.2M2.82%
Qube Research & Technologies Ltd37,508$3.74M0.01%
Quantbot Technologies LP36,124$3.60M0.09%
Marshall Wace, LLP29,658$2.96M0.00%
Walleye Capital LLC24,827$2.47M0.02%
Cubist Systematic Strategies, LLC15,834$1.58M0.02%
XTX Topco Ltd15,471$1.54M0.06%
Verition Fund Management LLC14,816$1.48M0.01%
NewEdge Wealth, LLC10,400$1.02M0.02%
Holocene Advisors, LP9,892$985.6K0.00%
Virginia Retirement Systems Et Al8,700$866.9K0.01%
Dynamic Technology Lab Private Ltd7,061$703.0K0.10%
Vise Technologies, Inc.3,841$382.7K0.02%
JustInvest LLC3,674$366.3K0.00%
Twin Tree Management, LP3,267$325.5K0.01%
Two Sigma Advisers, LP3,000$298.9K0.00%
Virtu Financial LLC2,830$282.0K0.01%
Glenmede Investment Management, LP2,761$275.1K0.00%
Capstone Investment Advisors, LLC2,700$269.0K0.00%
Limestone Investment Advisors LP–$256.4K0.11%
Aigen Investment Management, LP2,451$244.2K0.03%
Twinbeech Capital LP2,164$215.6K0.00%
MQS Management LLC2,089$208.1K0.11%
Wolverine Asset Management LLC1,316$131.1K0.00%
Raymond James Financial Inc824$82.1K0.00%
Bayforest Capital Ltd621$61.9K0.03%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.344$34.0K0.00%
EverSource Wealth Advisors, LLC264$26.3K0.00%
Clearstead Advisors, LLC217$21.6K0.00%
Quarry LP157$15.6K0.00%
Strategic Wealth Partners, Ltd.53$5.28K0.00%
Larson Financial Group LLC50$4.98K0.00%
Bessemer Group Inc40$4.00K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.31$3.09K0.00%
Assetmark, Inc27$2.69K0.00%
Versant Capital Management, Inc20$1.99K0.00%
UMA Financial Services, Inc.15$1.50K0.00%
Fortitude Family Office, LLC14$1.40K0.00%
Hughes Financial Services, LLC10$9880.00%
Rialto Wealth Management, LLC9$8970.00%
Cornerstone Planning Group LLC7$6950.00%
MAI Capital Management5$4990.00%
Rise Advisors, LLC5$4980.00%
Bare Financial Services, Inc5$4980.00%
Caitong International Asset Management Co., Ltd3$2990.00%
Essential Partners LLC2$1990.00%
Twin Peaks Wealth Advisors, LLC1$1030.00%
Tortoise Investment Management, LLC1$1000.00%

Sold out (28)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Not filed for Q2 2025 yet (3)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Glenmede Trust Co NA2,285$228.8K
Sofos Investments, Inc.200$20.0K
Lindbrook Capital, LLC45$4.50K