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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
Rialto Wealth Management, LLC9$8970.00%+9New
Manchester Capital Management LLC8$7980.00%00.0%Unchanged
Private Wealth Management Group, LLC8$7980.00%00.0%Unchanged
SJS Investment Consulting Inc.7$6980.00%−5−41.7%Reduced
Cornerstone Planning Group LLC7$6950.00%+7New
True Wealth Design, LLC6$5980.00%−2−25.0%Reduced
Garde Capital, Inc.5$4990.00%00.0%Unchanged
MAI Capital Management5$4990.00%+5New
Parkworth Wealth Management, Inc.5$4980.00%+3+150.0%Added
Rise Advisors, LLC5$4980.00%+5New
Bare Financial Services, Inc5$4980.00%+5New
HFM Investment Advisors, LLC4$3990.00%+3+300.0%Added
Skopos Labs, Inc.3$2990.00%−22−88.0%Reduced
Caitong International Asset Management Co., Ltd3$2990.00%+3New
Bay Harbor Wealth Management, LLC2$1990.00%00.0%Unchanged
Essential Partners LLC2$1990.00%+2New
Twin Peaks Wealth Advisors, LLC1$1030.00%+1New
Stephens Consulting, LLC1$1000.00%−9−90.0%Reduced
TFC Financial Management1$1000.00%00.0%Unchanged
Tortoise Investment Management, LLC1$1000.00%+1New
Orbis Allan Gray Ltd0$00.00%−926,775−100.0%Sold out
Philadelphia Financial Management of San Francisco, LLC0$00.00%−186,804−100.0%Sold out
EMG Holdings, L.P.0$00.00%−64,580−100.0%Sold out
Macquarie Group Ltd0$00.00%−55,570−100.0%Sold out
Ieq Capital, LLC0$00.00%−33,600−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−18,889−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−13,098−100.0%Sold out
HRT Financial LP0$00.00%−9,050−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−7,482−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−7,169−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−6,441−100.0%Sold out
State of Wyoming0$00.00%−6,407−100.0%Sold out
Toroso Investments, LLC0$00.00%−6,215−100.0%Sold out
Options Solutions, LLC0$00.00%−6,063−100.0%Sold out
Cannon Global Investment Management, LLC0$00.00%−4,200−100.0%Sold out
Engineers Gate Manager LP0$00.00%−3,293−100.0%Sold out
Nebula Research & Development LLC0$00.00%−2,821−100.0%Sold out
HighTower Advisors, LLC0$00.00%−2,062−100.0%Sold out
SG Americas Securities, LLC0$00.00%−1,293−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−339−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−205−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−200−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−190−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−155−100.0%Sold out
Boston Private Wealth LLC0$00.00%−33−100.0%Sold out
Mather Group, LLC.0$00.00%−27−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−9−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−6−100.0%Sold out
Glenmede Trust Co NA––––Not filed
Sofos Investments, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed