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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
−739.1K (−2.3%) vs. Q1 2025
Total value
$3.07B
−$90.2M (−2.9%) 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.

Institutional holdersQ2 2025: 220 institutions
Q1 2021: 230 institutionsQ2 2021: 201 institutionsQ3 2021: 200 institutionsQ4 2021: 205 institutionsQ1 2022: 185 institutionsQ2 2022: 175 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 176 institutionsQ2 2023: 169 institutionsQ3 2023: 176 institutionsQ4 2023: 192 institutionsQ1 2024: 193 institutionsQ2 2024: 184 institutionsQ3 2024: 202 institutionsQ4 2024: 207 institutionsQ1 2025: 203 institutionsQ2 2025: 220 institutionsQ3 2025: 231 institutionsQ4 2025: 265 institutionsQ1 2026: 234 institutionsQ2 2026: 230 institutions
Value heldQ2 2025: $3.07B
Q1 2021: $2.27BQ2 2021: $2.03BQ3 2021: $2.01BQ4 2021: $2.12BQ1 2022: $1.69BQ2 2022: $1.31BQ3 2022: $1.27BQ4 2022: $1.62BQ1 2023: $1.74BQ2 2023: $2.07BQ3 2023: $1.91BQ4 2023: $2.58BQ1 2024: $2.63BQ2 2024: $2.76BQ3 2024: $3.49BQ4 2024: $3.11BQ1 2025: $3.16BQ2 2025: $3.07BQ3 2025: $3.96BQ4 2025: $4.12BQ1 2026: $2.94BQ2 2026: $2.93B
Institutions holding PFSI and their total value by quarter
QuarterHoldersValue
Q2 2026230$2.93B
Q1 2026234$2.94B
Q4 2025265$4.12B
Q3 2025231$3.96B
Q2 2025220$3.07B
Q1 2025203$3.16B
Q4 2024207$3.11B
Q3 2024202$3.49B
Q2 2024184$2.76B
Q1 2024193$2.63B
Q4 2023192$2.58B
Q3 2023176$1.91B
Q2 2023169$2.07B
Q1 2023176$1.74B
Q4 2022179$1.62B
Q3 2022169$1.27B
Q2 2022175$1.31B
Q1 2022185$1.69B
Q4 2021205$2.12B
Q3 2021200$2.01B
Q2 2021201$2.03B
Q1 2021230$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.

Institutions holding PFSI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Stephens Consulting, LLC1$1000.00%−9−90.0%Reduced
TFC Financial Management1$1000.00%00.0%Unchanged
Tortoise Investment Management, LLC1$1000.00%+1New
Twin Peaks Wealth Advisors, LLC1$1030.00%+1New
Bay Harbor Wealth Management, LLC2$1990.00%00.0%Unchanged
Essential Partners LLC2$1990.00%+2New
Skopos Labs, Inc.3$2990.00%−22−88.0%Reduced
Caitong International Asset Management Co., Ltd3$2990.00%+3New
HFM Investment Advisors, LLC4$3990.00%+3+300.0%Added
Parkworth Wealth Management, Inc.5$4980.00%+3+150.0%Added
Rise Advisors, LLC5$4980.00%+5New
Bare Financial Services, Inc5$4980.00%+5New
Garde Capital, Inc.5$4990.00%00.0%Unchanged
MAI Capital Management5$4990.00%+5New
True Wealth Design, LLC6$5980.00%−2−25.0%Reduced
Cornerstone Planning Group LLC7$6950.00%+7New
SJS Investment Consulting Inc.7$6980.00%−5−41.7%Reduced
Manchester Capital Management LLC8$7980.00%00.0%Unchanged
Private Wealth Management Group, LLC8$7980.00%00.0%Unchanged
Rialto Wealth Management, LLC9$8970.00%+9New
Hughes Financial Services, LLC10$9880.00%+10New
Bruce G. Allen Investments, LLC10$9960.00%−1−9.1%Reduced
DiNuzzo Private Wealth, Inc.13$1.30K0.00%00.0%Unchanged
Fortitude Family Office, LLC14$1.40K0.00%+14New
UMA Financial Services, Inc.15$1.50K0.00%+15New
Farther Finance Advisors, LLC16$1.59K0.00%+1+6.7%Added
Steward Partners Investment Advisory, LLC20$1.99K0.00%00.0%Unchanged
Versant Capital Management, Inc20$1.99K0.00%+20New
IFP Advisors, Inc4$2.59K0.00%+4Added
Ronald Blue Trust, Inc.27$2.69K0.00%−84−75.7%Reduced
Assetmark, Inc27$2.69K0.00%+27New
Bell Investment Advisors, Inc28$2.79K0.00%+6+27.3%Added
Thurston, Springer, Miller, Herd & Titak, Inc.31$3.09K0.00%+31New
JFS Wealth Advisors, LLC35$3.49K0.00%00.0%Unchanged
Principal Securities, Inc.38$3.79K0.00%−35−47.9%Reduced
Bessemer Group Inc40$4.00K0.00%+40New
Smartleaf Asset Management LLC45$4.46K0.00%+26+136.8%Added
Larson Financial Group LLC50$4.98K0.00%+50New
Hemington Wealth Management52$5.00K0.00%+3+6.1%Added
Allworth Financial LP53$5.28K0.00%+1+1.9%Added
Strategic Wealth Partners, Ltd.53$5.28K0.00%+53New
Rothschild Investment LLC60$5.98K0.00%+15+33.3%Added
Parallel Advisors, LLC67$6.68K0.00%+45+204.5%Added
SBI Securities Co., Ltd.80$7.97K0.00%00.0%Unchanged
GAMMA Investing LLC87$8.67K0.00%−30−25.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.88$8.77K0.00%00.0%Unchanged
HighMark Wealth Management LLC107$10.6K0.01%+1+0.9%Added
Danske Bank A/S116$11.6K0.00%−4,428−97.4%Reduced
Private Wealth Asset Management, LLC140$13.9K0.00%00.0%Unchanged
Quarry LP157$15.6K0.00%+157New
Optiver Holding B.V.189$18.8K0.00%+35+22.7%Added
Clearstead Advisors, LLC217$21.6K0.00%+217New
Nisa Investment Advisors, LLC225$22.4K0.00%+3+1.4%Added
Comerica Bank229$22.8K0.00%+23+11.2%Added
Signaturefd, LLC259$25.8K0.00%+58+28.9%Added
EverSource Wealth Advisors, LLC264$26.3K0.00%+264New
CWM, LLC288$29.0K0.00%+17+6.3%Added
Covestor Ltd290$29.0K0.02%+171+143.7%Added
Nomura Asset Management Co Ltd320$31.9K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.344$34.0K0.00%+344New
TD Waterhouse Canada Inc.379$38.4K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.399$40.0K0.00%+6+1.5%Added
STRS Ohio600$59.8K0.00%+300+100.0%Added
Bayforest Capital Ltd621$61.9K0.03%+621New
Public Employees Retirement System of Ohio732$72.9K0.00%+15+2.1%Added
Contravisory Investment Management, Inc.734$73.1K0.01%−255−25.8%Reduced
US Bancorp768$76.5K0.00%−5−0.6%Reduced
Sterling Capital Management LLC790$78.7K0.00%+567+254.3%Added
Raymond James Financial Inc824$82.1K0.00%+824New
KBC Group NV925$92.0K0.00%−624−40.3%Reduced
Amalgamated Bank926$92.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust1,092$108.8K0.01%−30−2.7%Reduced
Wolverine Asset Management LLC1,316$131.1K0.00%+1,316New
LSV Asset Management1,500$149.0K0.00%00.0%Unchanged
Ci Investments Inc.1,945$194.0K0.00%−65−3.2%Reduced
MQS Management LLC2,089$208.1K0.11%+2,089New
Twinbeech Capital LP2,164$215.6K0.00%+2,164New
SummitTX Capital, L.P.2,191$218.3K0.01%−1,204−35.5%Reduced
Xponance, Inc.2,270$226.2K0.00%+250+12.4%Added
Hohimer Wealth Management, LLC2,420$241.1K0.04%+69+2.9%Added
Aigen Investment Management, LP2,451$244.2K0.03%+2,451New
Quest Partners LLC2,477$246.8K0.02%−110−4.3%Reduced
Parallax Volatility Advisers, L.P.2,500$249.1K0.01%00.0%Unchanged
Navellier & Associates Inc2,500$249.1K0.03%00.0%Unchanged
Limestone Investment Advisors LP–$256.4K0.11%–New
Capstone Investment Advisors, LLC2,700$269.0K0.00%+2,700New
Glenmede Investment Management, LP2,761$275.1K0.00%+2,761New
Virtu Financial LLC2,830$282.0K0.01%+2,830New
Schonfeld Strategic Advisors LLC2,843$283.3K0.00%−82−2.8%Reduced
Ameritas Investment Partners, Inc.2,987$297.6K0.01%+190+6.8%Added
Two Sigma Advisers, LP3,000$298.9K0.00%+3,000New
Twin Tree Management, LP3,267$325.5K0.01%+3,267New
Advisor Group Holdings, Inc.3,381$337.0K0.00%+289+9.3%Added
CIBC World Markets Corp3,605$359.2K0.00%−2,328−39.2%Reduced
JustInvest LLC3,674$366.3K0.00%+3,674New
Vise Technologies, Inc.3,841$382.7K0.02%+3,841New
State Board of Administration of Florida Retirement System4,133$411.8K0.00%00.0%Unchanged
Prudential Financial Inc4,084$412.9K0.00%+1,850+82.8%Added
Public Employees Retirement Association of Colorado4,173$416.0K0.00%00.0%Unchanged
Cullen Capital Management LLC4,185$417.0K0.00%−3,953−48.6%Reduced