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.
| 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, 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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 4,236 | $422.1K | 0.01% | +1,634+62.8% | Added |
| Wolverine Trading, LLC | 4,307 | $427.0K | 0.01% | +110+2.6% | Added |
| Picton Mahoney Asset Management | 4,414 | $440.0K | 0.01% | −84,716−95.0% | Reduced |
| Teacher Retirement System of Texas | 4,687 | $467.0K | 0.00% | +191+4.2% | Added |
| HSBC Holdings PLC | 4,788 | $476.6K | 0.00% | −500−9.5% | Reduced |
| Pictet Asset Management Holding SA | 4,792 | $477.5K | 0.00% | +360+8.1% | Added |
| One Capital Management, LLC | 4,949 | $493.1K | 0.02% | −44−0.9% | Reduced |
| Dakota Wealth Management | 5,295 | $527.6K | 0.01% | −7,779−59.5% | Reduced |
| Mariner, LLC | 5,582 | $556.1K | 0.00% | −624−10.1% | Reduced |
| ProShare Advisors LLC | 5,999 | $597.7K | 0.00% | +211+3.6% | Added |
| Jump Financial, LLC | 6,266 | $624.3K | 0.01% | +1,802+40.4% | Added |
| KLP Kapitalforvaltning AS | 6,600 | $657.6K | 0.00% | +800+13.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,705 | $668.1K | 0.01% | +1,013+17.8% | Added |
| Dynamic Technology Lab Private Ltd | 7,061 | $703.0K | 0.10% | +7,061 | New |
| State of Wisconsin Investment Board | 7,244 | $721.8K | 0.00% | +1,789+32.8% | Added |
| Handelsbanken Fonder AB | 7,700 | $767.0K | 0.00% | −200−2.5% | Reduced |
| Cynosure Management, LLC | 7,767 | $773.9K | 0.09% | +1,085+16.2% | Added |
| Voya Investment Management LLC | 8,025 | $799.6K | 0.00% | +864+12.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,073 | $804.4K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 8,254 | $822.4K | 0.03% | −1,001−10.8% | Reduced |
| Virginia Retirement Systems Et Al | 8,700 | $866.9K | 0.01% | +8,700 | New |
| Arizona State Retirement System | 9,006 | $897.4K | 0.01% | +184+2.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,404 | $937.0K | 0.00% | +1,232+15.1% | Added |
| Holocene Advisors, LP | 9,892 | $985.6K | 0.00% | +9,892 | New |
| MorganRosel Wealth Management, LLC | 10,000 | $996.4K | 0.27% | −464−4.4% | Reduced |
| NewEdge Wealth, LLC | 10,400 | $1.02M | 0.02% | +10,400 | New |
| Franklin Resources Inc | 10,554 | $1.05M | 0.00% | −10,421−49.7% | Reduced |
| Mercer Global Advisors Inc | 10,740 | $1.07M | 0.00% | −1,193−10.0% | Reduced |
| IMC-Chicago, LLC | 11,084 | $1.10M | 0.03% | −12,460−52.9% | Reduced |
| Victory Capital Management Inc | 11,318 | $1.13M | 0.00% | −143−1.2% | Reduced |
| Intech Investment Management LLC | 11,828 | $1.18M | 0.01% | −3,554−23.1% | Reduced |
| HighVista Strategies LLC | 12,537 | $1.25M | 0.46% | −900−6.7% | Reduced |
| Creative Planning | 13,495 | $1.34M | 0.00% | +6,374+89.5% | Added |
| Janus Henderson Group PLC | 13,514 | $1.35M | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 13,536 | $1.35M | 0.01% | −834−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 14,619 | $1.46M | 0.00% | −2,850−16.3% | Reduced |
| Verition Fund Management LLC | 14,816 | $1.48M | 0.01% | +14,816 | New |
| AQR Capital Management LLC | 14,949 | $1.49M | 0.00% | −9,063−37.7% | Reduced |
| XTX Topco Ltd | 15,471 | $1.54M | 0.06% | +15,471 | New |
| Cubist Systematic Strategies, LLC | 15,834 | $1.58M | 0.02% | +15,834 | New |
| Russell Investments Group, Ltd. | 15,900 | $1.58M | 0.00% | −1,245−7.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,034 | $1.60M | 0.00% | +111+0.7% | Added |
| Great West Life Assurance Co | 16,073 | $1.60M | 0.00% | +626+4.1% | Added |
| Dark Forest Capital Management LP | 16,941 | $1.69M | 0.07% | −14,756−46.6% | Reduced |
| MetLife Investment Management | 17,454 | $1.74M | 0.01% | +2,103+13.7% | Added |
| Manufacturers Life Insurance Company, The | 18,008 | $1.79M | 0.00% | −679−3.6% | Reduced |
| First Trust Advisors LP | 19,426 | $1.94M | 0.00% | +10,508+117.8% | Added |
| State of New Jersey Common Pension Fund D | 19,753 | $1.97M | 0.01% | +281+1.4% | Added |
| Deutsche Bank AG | 19,857 | $1.98M | 0.00% | −2,576−11.5% | Reduced |
| Simplex Trading, LLC | 20,198 | $2.01M | 0.05% | −5,133−20.3% | Reduced |
| SEI Investments Co | 21,999 | $2.19M | 0.00% | +3,419+18.4% | Added |
| Wells Fargo & Company | 22,794 | $2.27M | 0.00% | +3,563+18.5% | Added |
| Royal Bank of Canada | 23,509 | $2.34M | 0.00% | +21,315+971.5% | Added |
| Walleye Capital LLC | 24,827 | $2.47M | 0.02% | +24,827 | New |
| Two Sigma Investments, LP | 24,900 | $2.48M | 0.00% | +21,690+675.7% | Added |
| Principal Financial Group Inc | 25,097 | $2.50M | 0.00% | −72,462−74.3% | Reduced |
| Citigroup Inc | 26,304 | $2.62M | 0.00% | −1,321−4.8% | Reduced |
| California State Teachers Retirement System | 26,472 | $2.64M | 0.00% | −1,540−5.5% | Reduced |
| Marshall Wace, LLP | 29,658 | $2.96M | 0.00% | +29,658 | New |
| BNP Paribas Arbitrage, SA | 30,814 | $3.07M | 0.00% | +26,589+629.3% | Added |
| Group One Trading, L.P. | 31,078 | $3.10M | 0.10% | +18,695+151.0% | Added |
| Interval Partners, LP | 31,290 | $3.12M | 0.07% | +2,358+8.2% | Added |
| Advantage Alpha Capital Partners LP | 34,018 | $3.39M | 0.91% | −21,358−38.6% | Reduced |
| Legal & General Group Plc | 35,478 | $3.54M | 0.00% | +173+0.5% | Added |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.59M | 0.42% | 00.0% | Unchanged |
| Quantbot Technologies LP | 36,124 | $3.60M | 0.09% | +36,124 | New |
| Y-Intercept (Hong Kong) Ltd | 36,348 | $3.62M | 0.09% | +29,408+423.7% | Added |
| 1832 Asset Management L.P. | 37,325 | $3.72M | 0.01% | +9,535+34.3% | Added |
| Qube Research & Technologies Ltd | 37,508 | $3.74M | 0.01% | +37,508 | New |
| D. E. Shaw & Co., Inc. | 41,669 | $4.15M | 0.00% | +20,275+94.8% | Added |
| Campbell & CO Investment Adviser LLC | 47,057 | $4.69M | 0.30% | +44,687+1,885.5% | Added |
| Squarepoint Ops LLC | 49,430 | $4.93M | 0.01% | −1,087−2.2% | Reduced |
| Rhumbline Advisers | 53,906 | $5.37M | 0.00% | +11,698+27.7% | Added |
| Swiss National Bank | 58,900 | $5.87M | 0.00% | −700−1.2% | Reduced |
| Jane Street Group, LLC | 67,672 | $6.74M | 0.01% | −59,987−47.0% | Reduced |
| TD Asset Management Inc | 67,952 | $6.77M | 0.01% | +6,458+10.5% | Added |
| Renaissance Technologies LLC | 69,200 | $6.90M | 0.01% | +33,100+91.7% | Added |
| New York State Common Retirement Fund | 72,201 | $7.19M | 0.01% | +257+0.4% | Added |
| Allianz Asset Management GmbH | 74,498 | $7.42M | 0.01% | +3,933+5.6% | Added |
| Barclays PLC | 75,411 | $7.51M | 0.00% | +20,444+37.2% | Added |
| South Dakota Investment Council | 76,367 | $7.61M | 0.15% | −15,702−17.1% | Reduced |
| Edgestream Partners, L.P. | 82,003 | $8.17M | 0.23% | +53,977+192.6% | Added |
| Kinetic Partners Management, LP | 86,800 | $8.65M | 0.47% | 00.0% | Unchanged |
| UBS Group AG | 87,240 | $8.69M | 0.00% | −5,579−6.0% | Reduced |
| Alliancebernstein L.P. | 88,741 | $8.84M | 0.00% | +3,198+3.7% | Added |
| Nuveen, LLC | 96,787 | $9.64M | 0.00% | −8,595−8.2% | Reduced |
| Brandywine Global Investment Management, LLC | 112,030 | $11.2M | 0.08% | −4,400−3.8% | Reduced |
| Lightrock Netherlands B.V. | 143,113 | $12.2M | 3.34% | +7,058+5.2% | Added |
| Susquehanna International Group, LLP | 125,676 | $12.5M | 0.02% | +65,168+107.7% | Added |
| UBS Asset Management Americas Inc | 128,052 | $12.8M | 0.00% | +48,579+61.1% | Added |
| Morgan Stanley | 150,771 | $15.0M | 0.00% | +24,635+19.5% | Added |
| Price T Rowe Associates Inc | 154,413 | $15.4M | 0.00% | +2,335+1.5% | Added |
| Palisade Capital Management LLC | 207,241 | $20.6M | 0.58% | −5,842−2.7% | Reduced |
| Millennium Management LLC | 210,734 | $21.0M | 0.02% | −560,871−72.7% | Reduced |
| Bank of America Corp | 229,323 | $22.8M | 0.00% | +19,248+9.2% | Added |
| Conversant Capital LLC | 266,000 | $26.5M | 5.04% | +21,850+8.9% | Added |
| Balyasny Asset Management LLC | 286,123 | $28.5M | 0.06% | +169,395+145.1% | Added |
| Northern Trust Corp | 291,866 | $29.1M | 0.00% | +11,205+4.0% | Added |
| Goldentree Asset Management LP | 294,199 | $29.2M | 2.82% | +294,199 | New |
| Massachusetts Financial Services Co | 297,857 | $29.7M | 0.01% | −14,828−4.7% | Reduced |