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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 8,254 | $822.4K | 0.03% | −1,001−10.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,073 | $804.4K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,025 | $799.6K | 0.00% | +864+12.1% | Added |
| Cynosure Management, LLC | 7,767 | $773.9K | 0.09% | +1,085+16.2% | Added |
| Handelsbanken Fonder AB | 7,700 | $767.0K | 0.00% | −200−2.5% | Reduced |
| State of Wisconsin Investment Board | 7,244 | $721.8K | 0.00% | +1,789+32.8% | Added |
| Dynamic Technology Lab Private Ltd | 7,061 | $703.0K | 0.10% | +7,061 | New |
| Police & Firemen's Retirement System of New Jersey | 6,705 | $668.1K | 0.01% | +1,013+17.8% | Added |
| KLP Kapitalforvaltning AS | 6,600 | $657.6K | 0.00% | +800+13.8% | Added |
| Jump Financial, LLC | 6,266 | $624.3K | 0.01% | +1,802+40.4% | Added |
| ProShare Advisors LLC | 5,999 | $597.7K | 0.00% | +211+3.6% | Added |
| Mariner, LLC | 5,582 | $556.1K | 0.00% | −624−10.1% | Reduced |
| Dakota Wealth Management | 5,295 | $527.6K | 0.01% | −7,779−59.5% | Reduced |
| One Capital Management, LLC | 4,949 | $493.1K | 0.02% | −44−0.9% | Reduced |
| Pictet Asset Management Holding SA | 4,792 | $477.5K | 0.00% | +360+8.1% | Added |
| HSBC Holdings PLC | 4,788 | $476.6K | 0.00% | −500−9.5% | Reduced |
| Teacher Retirement System of Texas | 4,687 | $467.0K | 0.00% | +191+4.2% | Added |
| Picton Mahoney Asset Management | 4,414 | $440.0K | 0.01% | −84,716−95.0% | Reduced |
| Wolverine Trading, LLC | 4,307 | $427.0K | 0.01% | +110+2.6% | Added |
| Tower Research Capital LLC (TRC) | 4,236 | $422.1K | 0.01% | +1,634+62.8% | Added |
| Cullen Capital Management LLC | 4,185 | $417.0K | 0.00% | −3,953−48.6% | Reduced |
| Public Employees Retirement Association of Colorado | 4,173 | $416.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,084 | $412.9K | 0.00% | +1,850+82.8% | Added |
| State Board of Administration of Florida Retirement System | 4,133 | $411.8K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,841 | $382.7K | 0.02% | +3,841 | New |
| JustInvest LLC | 3,674 | $366.3K | 0.00% | +3,674 | New |
| CIBC World Markets Corp | 3,605 | $359.2K | 0.00% | −2,328−39.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,381 | $337.0K | 0.00% | +289+9.3% | Added |
| Twin Tree Management, LP | 3,267 | $325.5K | 0.01% | +3,267 | New |
| Two Sigma Advisers, LP | 3,000 | $298.9K | 0.00% | +3,000 | New |
| Ameritas Investment Partners, Inc. | 2,987 | $297.6K | 0.01% | +190+6.8% | Added |
| Schonfeld Strategic Advisors LLC | 2,843 | $283.3K | 0.00% | −82−2.8% | Reduced |
| Virtu Financial LLC | 2,830 | $282.0K | 0.01% | +2,830 | New |
| Glenmede Investment Management, LP | 2,761 | $275.1K | 0.00% | +2,761 | New |
| Capstone Investment Advisors, LLC | 2,700 | $269.0K | 0.00% | +2,700 | New |
| Limestone Investment Advisors LP | – | $256.4K | 0.11% | – | New |
| Parallax Volatility Advisers, L.P. | 2,500 | $249.1K | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,500 | $249.1K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 2,477 | $246.8K | 0.02% | −110−4.3% | Reduced |
| Aigen Investment Management, LP | 2,451 | $244.2K | 0.03% | +2,451 | New |
| Hohimer Wealth Management, LLC | 2,420 | $241.1K | 0.04% | +69+2.9% | Added |
| Xponance, Inc. | 2,270 | $226.2K | 0.00% | +250+12.4% | Added |
| SummitTX Capital, L.P. | 2,191 | $218.3K | 0.01% | −1,204−35.5% | Reduced |
| Twinbeech Capital LP | 2,164 | $215.6K | 0.00% | +2,164 | New |
| MQS Management LLC | 2,089 | $208.1K | 0.11% | +2,089 | New |
| Ci Investments Inc. | 1,945 | $194.0K | 0.00% | −65−3.2% | Reduced |
| LSV Asset Management | 1,500 | $149.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,316 | $131.1K | 0.00% | +1,316 | New |
| Parkside Financial Bank & Trust | 1,092 | $108.8K | 0.01% | −30−2.7% | Reduced |
| KBC Group NV | 925 | $92.0K | 0.00% | −624−40.3% | Reduced |
| Amalgamated Bank | 926 | $92.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 824 | $82.1K | 0.00% | +824 | New |
| Sterling Capital Management LLC | 790 | $78.7K | 0.00% | +567+254.3% | Added |
| US Bancorp | 768 | $76.5K | 0.00% | −5−0.6% | Reduced |
| Contravisory Investment Management, Inc. | 734 | $73.1K | 0.01% | −255−25.8% | Reduced |
| Public Employees Retirement System of Ohio | 732 | $72.9K | 0.00% | +15+2.1% | Added |
| Bayforest Capital Ltd | 621 | $61.9K | 0.03% | +621 | New |
| STRS Ohio | 600 | $59.8K | 0.00% | +300+100.0% | Added |
| Harbor Capital Advisors, Inc. | 399 | $40.0K | 0.00% | +6+1.5% | Added |
| TD Waterhouse Canada Inc. | 379 | $38.4K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 344 | $34.0K | 0.00% | +344 | New |
| Nomura Asset Management Co Ltd | 320 | $31.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 288 | $29.0K | 0.00% | +17+6.3% | Added |
| Covestor Ltd | 290 | $29.0K | 0.02% | +171+143.7% | Added |
| EverSource Wealth Advisors, LLC | 264 | $26.3K | 0.00% | +264 | New |
| Signaturefd, LLC | 259 | $25.8K | 0.00% | +58+28.9% | Added |
| Comerica Bank | 229 | $22.8K | 0.00% | +23+11.2% | Added |
| Nisa Investment Advisors, LLC | 225 | $22.4K | 0.00% | +3+1.4% | Added |
| Clearstead Advisors, LLC | 217 | $21.6K | 0.00% | +217 | New |
| Optiver Holding B.V. | 189 | $18.8K | 0.00% | +35+22.7% | Added |
| Quarry LP | 157 | $15.6K | 0.00% | +157 | New |
| Private Wealth Asset Management, LLC | 140 | $13.9K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 116 | $11.6K | 0.00% | −4,428−97.4% | Reduced |
| HighMark Wealth Management LLC | 107 | $10.6K | 0.01% | +1+0.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $8.77K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 87 | $8.67K | 0.00% | −30−25.6% | Reduced |
| SBI Securities Co., Ltd. | 80 | $7.97K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 67 | $6.68K | 0.00% | +45+204.5% | Added |
| Rothschild Investment LLC | 60 | $5.98K | 0.00% | +15+33.3% | Added |
| Allworth Financial LP | 53 | $5.28K | 0.00% | +1+1.9% | Added |
| Strategic Wealth Partners, Ltd. | 53 | $5.28K | 0.00% | +53 | New |
| Hemington Wealth Management | 52 | $5.00K | 0.00% | +3+6.1% | Added |
| Larson Financial Group LLC | 50 | $4.98K | 0.00% | +50 | New |
| Smartleaf Asset Management LLC | 45 | $4.46K | 0.00% | +26+136.8% | Added |
| Bessemer Group Inc | 40 | $4.00K | 0.00% | +40 | New |
| Principal Securities, Inc. | 38 | $3.79K | 0.00% | −35−47.9% | Reduced |
| JFS Wealth Advisors, LLC | 35 | $3.49K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 31 | $3.09K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 28 | $2.79K | 0.00% | +6+27.3% | Added |
| Ronald Blue Trust, Inc. | 27 | $2.69K | 0.00% | −84−75.7% | Reduced |
| Assetmark, Inc | 27 | $2.69K | 0.00% | +27 | New |
| IFP Advisors, Inc | 4 | $2.59K | 0.00% | +4 | Added |
| Steward Partners Investment Advisory, LLC | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $1.99K | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 16 | $1.59K | 0.00% | +1+6.7% | Added |
| UMA Financial Services, Inc. | 15 | $1.50K | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 14 | $1.40K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $996 | 0.00% | −1−9.1% | Reduced |
| Hughes Financial Services, LLC | 10 | $988 | 0.00% | +10 | New |