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, Q3 2025
Institutional positions in PennyMac Financial Services, Inc. as of Sep 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
- 231
- +14 vs. Q2 2025
- Shares held
- 32.0M
- +1.55M (+5.1%) vs. Q2 2025
- Total value
- $3.96B
- +$930.0M (+30.7%) vs. Q2 2025
- New holders
- 48
- 75 more added
- Sold out
- 34
- 66 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $561.4M | 11.34% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3,742,090 | $463.6M | 0.28% | −675,717−15.3% | Reduced |
| Vanguard Group Inc | 2,819,955 | $349.3M | 0.01% | −79,570−2.7% | Reduced |
| FMR LLC | 2,472,963 | $306.4M | 0.02% | +1,050,224+73.8% | Added |
| BlackRock, Inc. | 2,171,247 | $269.0M | 0.00% | −71,243−3.2% | Reduced |
| Dimensional Fund Advisors LP | 1,868,173 | $231.4M | 0.05% | +3,303+0.2% | Added |
| Invesco Ltd. | 1,463,096 | $181.2M | 0.03% | +226,581+18.3% | Added |
| State Street Corp | 856,091 | $106.1M | 0.00% | −35,144−3.9% | Reduced |
| Goldman Sachs Group Inc | 706,525 | $87.5M | 0.01% | +63,744+9.9% | Added |
| Geode Capital Management, LLC | 695,509 | $86.2M | 0.01% | −26,248−3.6% | Reduced |
| Price T Rowe Associates Inc | 691,238 | $85.6M | 0.01% | +536,825+347.7% | Added |
| Citadel Advisors LLC | 682,202 | $84.5M | 0.07% | +109,594+19.1% | Added |
| JPMorgan Chase & Co | 647,878 | $80.3M | 0.01% | −74,881−10.4% | Reduced |
| Basswood Capital Management, L.L.C. | 578,544 | $71.7M | 3.33% | +8,334+1.5% | Added |
| Charles Schwab Investment Management Inc | 449,599 | $55.7M | 0.01% | −8,639−1.9% | Reduced |
| 140 Summer Partners LP | 446,140 | $55.3M | 4.90% | +446,140 | New |
| Boston Partners | 434,988 | $53.5M | 0.05% | −2,031−0.5% | Reduced |
| American Century Companies Inc | 429,403 | $53.2M | 0.03% | +30,015+7.5% | Added |
| Senvest Management, LLC | 417,333 | $51.7M | 1.66% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 369,296 | $45.7M | 0.01% | −31,492−7.9% | Reduced |
| Bank of New York Mellon Corp | 321,444 | $39.8M | 0.01% | +15,302+5.0% | Added |
| Two Sigma Investments, LP | 310,919 | $38.5M | 0.06% | +286,019+1,148.7% | Added |
| Goldentree Asset Management LP | 296,441 | $36.6M | 3.03% | +2,242+0.8% | Added |
| Massachusetts Financial Services Co | 287,602 | $35.6M | 0.01% | −10,255−3.4% | Reduced |
| Northern Trust Corp | 283,237 | $35.1M | 0.00% | −8,629−3.0% | Reduced |
| Senator Investment Group LP | 255,356 | $31.6M | 1.17% | +255,356 | New |
| Holocene Advisors, LP | 245,268 | $30.4M | 0.07% | +235,376+2,379.5% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 227,772 | $28.2M | 5.65% | +227,772 | New |
| Palisade Capital Management LLC | 204,868 | $25.4M | 0.69% | −2,373−1.1% | Reduced |
| Bank of America Corp | 186,323 | $23.1M | 0.00% | −43,000−18.8% | Reduced |
| Two Sigma Advisers, LP | 172,100 | $21.3M | 0.04% | +169,100+5,636.7% | Added |
| UBS Group AG | 166,357 | $20.6M | 0.00% | +79,117+90.7% | Added |
| Nuveen, LLC | 161,250 | $20.0M | 0.01% | +64,463+66.6% | Added |
| Morgan Stanley | 115,273 | $14.3M | 0.00% | −35,498−23.5% | Reduced |
| Lightrock Netherlands B.V. | 132,513 | $14.0M | 3.65% | −10,600−7.4% | Reduced |
| Brandywine Global Investment Management, LLC | 108,431 | $13.4M | 0.09% | −3,599−3.2% | Reduced |
| Alliancebernstein L.P. | 88,741 | $11.0M | 0.00% | 00.0% | Unchanged |
| Kinetic Partners Management, LP | 88,000 | $10.9M | 0.53% | +1,200+1.4% | Added |
| UBS Asset Management Americas Inc | 77,018 | $9.54M | 0.00% | −51,034−39.9% | Reduced |
| New York State Common Retirement Fund | 72,201 | $8.94M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 63,491 | $7.87M | 0.00% | −11,920−15.8% | Reduced |
| TD Asset Management Inc | 61,396 | $7.61M | 0.01% | −6,556−9.6% | Reduced |
| Swiss National Bank | 60,100 | $7.45M | 0.00% | +1,200+2.0% | Added |
| Qube Research & Technologies Ltd | 59,969 | $7.43M | 0.01% | +22,461+59.9% | Added |
| IMC-Chicago, LLC | 53,239 | $6.60M | 0.12% | +42,155+380.3% | Added |
| EMG Holdings, L.P. | 52,132 | $6.46M | 6.89% | +52,132 | New |
| Atom Investors LP | 51,821 | $6.42M | 0.49% | +51,821 | New |
| Millennium Management LLC | 51,717 | $6.41M | 0.01% | −159,017−75.5% | Reduced |
| FJ Capital Management LLC | 51,559 | $6.39M | 0.68% | +51,559 | New |
| Rhumbline Advisers | 47,292 | $5.86M | 0.00% | −6,614−12.3% | Reduced |
| Hudson Bay Capital Management LP | 45,148 | $5.59M | 0.03% | +45,148 | New |
| Allianz Asset Management GmbH | 44,501 | $5.51M | 0.01% | −29,997−40.3% | Reduced |
| South Dakota Investment Council | 42,138 | $5.22M | 0.10% | −34,229−44.8% | Reduced |
| 1832 Asset Management L.P. | 36,700 | $4.55M | 0.01% | −625−1.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 36,015 | $4.46M | 0.47% | 00.0% | Unchanged |
| Legal & General Group Plc | 34,586 | $4.28M | 0.00% | −892−2.5% | Reduced |
| Interval Partners, LP | 31,570 | $3.91M | 0.08% | +280+0.9% | Added |
| First Trust Advisors LP | 30,725 | $3.81M | 0.00% | +11,299+58.2% | Added |
| Wells Fargo & Company | 30,063 | $3.72M | 0.00% | +7,269+31.9% | Added |
| Picton Mahoney Asset Management | 28,872 | $3.58M | 0.05% | +24,458+554.1% | Added |
| Principal Financial Group Inc | 28,597 | $3.54M | 0.00% | +3,500+13.9% | Added |
| Citigroup Inc | 28,463 | $3.53M | 0.00% | +2,159+8.2% | Added |
| Advantage Alpha Capital Partners LP | 28,360 | $3.51M | 1.06% | −5,658−16.6% | Reduced |
| California State Teachers Retirement System | 28,303 | $3.51M | 0.00% | +1,831+6.9% | Added |
| Dark Forest Capital Management LP | 25,521 | $3.16M | 0.12% | +8,580+50.6% | Added |
| Deutsche Bank AG | 22,539 | $2.79M | 0.00% | +2,682+13.5% | Added |
| SEI Investments Co | 22,145 | $2.74M | 0.00% | +146+0.7% | Added |
| State of New Jersey Common Pension Fund D | 20,573 | $2.55M | 0.01% | +820+4.2% | Added |
| Renaissance Technologies LLC | 19,100 | $2.37M | 0.00% | −50,100−72.4% | Reduced |
| AQR Capital Management LLC | 18,650 | $2.31M | 0.00% | +3,701+24.8% | Added |
| Squarepoint Ops LLC | 17,465 | $2.16M | 0.00% | −31,965−64.7% | Reduced |
| Manufacturers Life Insurance Company, The | 17,397 | $2.16M | 0.00% | −611−3.4% | Reduced |
| MetLife Investment Management | 17,020 | $2.11M | 0.01% | −434−2.5% | Reduced |
| Russell Investments Group, Ltd. | 16,871 | $2.09M | 0.00% | +971+6.1% | Added |
| HRT Financial LP | 16,808 | $2.08M | 0.01% | +16,808 | New |
| Concentric Capital Strategies, LP | 16,620 | $2.06M | 0.10% | +16,620 | New |
| Y-Intercept (Hong Kong) Ltd | 16,392 | $2.03M | 0.05% | −19,956−54.9% | Reduced |
| Great West Life Assurance Co | 16,236 | $2.03M | 0.00% | +163+1.0% | Added |
| Creative Planning | 14,286 | $1.77M | 0.00% | +791+5.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,591 | $1.68M | 0.00% | −2,443−15.2% | Reduced |
| Janus Henderson Group PLC | 13,514 | $1.67M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 12,832 | $1.59M | 0.00% | +12,832 | New |
| BNP Paribas Arbitrage, SA | 12,628 | $1.56M | 0.00% | −18,186−59.0% | Reduced |
| Jump Financial, LLC | 11,845 | $1.47M | 0.02% | +5,579+89.0% | Added |
| Victory Capital Management Inc | 11,778 | $1.46M | 0.00% | +460+4.1% | Added |
| Schonfeld Strategic Advisors LLC | 11,112 | $1.38M | 0.01% | +8,269+290.9% | Added |
| Franklin Resources Inc | 10,505 | $1.30M | 0.00% | −49−0.5% | Reduced |
| NewEdge Wealth, LLC | 10,400 | $1.30M | 0.02% | 00.0% | Unchanged |
| Alight Capital Management LP | 10,000 | $1.24M | 0.30% | +10,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,973 | $1.24M | 0.00% | +569+6.1% | Added |
| Mercer Global Advisors Inc | 9,663 | $1.20M | 0.00% | −1,077−10.0% | Reduced |
| Arizona State Retirement System | 9,172 | $1.14M | 0.01% | +166+1.8% | Added |
| Intech Investment Management LLC | 9,129 | $1.13M | 0.01% | −2,699−22.8% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,028 | $1.12M | 0.45% | +9,028 | New |
| Wolverine Trading, LLC | 8,552 | $1.07M | 0.02% | +4,245+98.6% | Added |
| Simplex Trading, LLC | 8,404 | $1.04M | 0.02% | −11,794−58.4% | Reduced |
| Federated Hermes, Inc. | 8,362 | $1.04M | 0.00% | +8,362 | New |
| HighVista Strategies LLC | 8,337 | $1.03M | 0.25% | −4,200−33.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,097 | $1.00M | 0.01% | +1,392+20.8% | Added |
| Cynosure Management, LLC | 7,767 | $962.2K | 0.10% | 00.0% | Unchanged |