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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 306,142 | $30.5M | 0.01% | +15,907+5.5% | Added |
| American Century Companies Inc | 399,388 | $39.8M | 0.02% | +52,227+15.0% | Added |
| Ameriprise Financial Inc | 400,788 | $39.9M | 0.01% | +121,382+43.4% | Added |
| Norges Bank | 401,202 | $40.0M | 0.00% | +69,442+20.9% | Added |
| Senvest Management, LLC | 417,333 | $41.6M | 1.39% | −467,596−52.8% | Reduced |
| Boston Partners | 437,019 | $43.5M | 0.05% | −53,887−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 458,238 | $45.7M | 0.01% | +1,004+0.2% | Added |
| Basswood Capital Management, L.L.C. | 570,210 | $56.8M | 2.83% | +31,743+5.9% | Added |
| Citadel Advisors LLC | 572,608 | $57.1M | 0.05% | +355,010+163.1% | Added |
| Goldman Sachs Group Inc | 642,781 | $64.0M | 0.01% | +7,549+1.2% | Added |
| Geode Capital Management, LLC | 721,757 | $71.9M | 0.01% | +41,124+6.0% | Added |
| JPMorgan Chase & Co | 722,759 | $72.0M | 0.00% | −156,568−17.8% | Reduced |
| State Street Corp | 891,235 | $88.8M | 0.00% | −39,816−4.3% | Reduced |
| Invesco Ltd. | 1,236,515 | $123.2M | 0.02% | −6030.0% | Reduced |
| FMR LLC | 1,422,739 | $141.8M | 0.01% | +149,512+11.7% | Added |
| Dimensional Fund Advisors LP | 1,864,870 | $185.8M | 0.04% | −85,430−4.4% | Reduced |
| BlackRock, Inc. | 2,242,490 | $223.4M | 0.00% | +99,946+4.7% | Added |
| Vanguard Group Inc | 2,899,525 | $288.9M | 0.00% | +26,888+0.9% | Added |
| T. Rowe Price Investment Management, Inc. | 4,417,807 | $440.2M | 0.28% | +127,988+3.0% | Added |
| MFN Partners Management, LP | 4,531,792 | $451.5M | 9.66% | 00.0% | Unchanged |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −926,775−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −186,804−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −64,580−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −55,570−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −18,889−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −13,098−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,050−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,482−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −7,169−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −6,441−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −6,407−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,215−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −6,063−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,821−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |