PennyMac Financial Services, Inc.

PFSI

Exchange: NYSE
Industry: Mortgage Bankers & Loan Correspondents
SEC CIK: 0001745916

SEC filings (opens in a new tab)

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.

Q3 2025 vs. Q2 2025

How the institutions holding PennyMac Financial Services, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of PFSI: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	220	3	231	+14
Shares	30.9M	404.8K	32.0M	+1.55M (+5.1%)
Value	$3.07B	$40.3M	$3.96B	+$930.0M (+30.7%)

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to PFSI in Q3 2025
Institution	Shares	Value	% of portfolio
140 Summer Partners LP	446,140	$55.3M	4.90%
Senator Investment Group LP	255,356	$31.6M	1.17%
Philadelphia Financial Management of San Francisco, LLC	227,772	$28.2M	5.65%
EMG Holdings, L.P.	52,132	$6.46M	6.89%
Atom Investors LP	51,821	$6.42M	0.49%
FJ Capital Management LLC	51,559	$6.39M	0.69%
Hudson Bay Capital Management LP	45,148	$5.59M	0.03%
HRT Financial LP	16,808	$2.08M	0.01%
Concentric Capital Strategies, LP	16,620	$2.06M	0.10%
Man Group plc	12,832	$1.59M	0.00%
Alight Capital Management LP	10,000	$1.24M	0.30%
Dymon Asia Capital (Singapore) Pte. Ltd.	9,028	$1.12M	0.45%
Federated Hermes, Inc.	8,362	$1.04M	0.00%
Sig Brokerage, LP	6,922	$857.5K	0.22%
Truist Financial Corp	6,743	$835.3K	0.00%
Bridgewater Associates, LP	5,988	$741.8K	0.00%
Bryce Point Capital, LLC	4,733	$586.3K	0.72%
Envestnet Asset Management Inc	3,987	$493.9K	0.00%
Alamea Verwaltungs GmbH	3,959	$490.4K	0.34%
Optimize Financial Inc	3,843	$476.1K	0.25%
SG Americas Securities, LLC	3,614	$448.0K	0.00%
Jain Global LLC	3,516	$435.6K	0.01%
Alteri Wealth LLC	3,365	$416.9K	0.14%
CIBC Bancorp USA Inc.	3,118	$386.3K	0.00%
Caption Management, LLC	3,060	$379.1K	0.02%
K2 Principal Fund, L.P.	3,002	$371.9K	0.04%
Cerity Partners LLC	2,235	$276.9K	0.00%
FORA Capital, LLC	2,212	$274.0K	0.05%
Forum Financial Management, LP	2,211	$273.9K	0.00%
Quantinno Capital Management LP	2,100	$260.2K	0.00%
Mackenzie Financial Corp	1,850	$229.2K	0.00%
Smith Shellnut Wilson LLC	1,850	$229.2K	0.09%
Meeder Advisory Services, Inc.	1,762	$218.3K	0.01%
Longboard Asset Management, LP	1,719	$212.9K	0.34%
Northwest & Ethical Investments L.P.	1,300	$162.1K	0.00%
CIBC Private Wealth Group, LLC	628	$77.8K	0.00%
Quadrant Capital Group LLC	370	$45.8K	0.00%
Root Financial Partners, LLC	194	$24.0K	0.00%
SRS Capital Advisors, Inc.	56	$6.94K	0.00%
The PNC Financial Services Group, Inc.	27	$3.35K	0.00%
JPL Wealth Management, LLC	20	$2.48K	0.00%
Wealthspire Advisors, LLC	17	$2.11K	0.00%
Kilter Group LLC	9	$1.11K	0.00%
Jones Financial Companies LLLP	8	$992	0.00%
Retirement Wealth Solutions LLC	7	$868	0.00%
Northwestern Mutual Wealth Management Co	7	$867	0.00%
Advisory Services Network, LLC	6	$743	0.00%
Cloud Capital Management, LLC	6	$0	0.00%

Sold out (34)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of PFSI in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Balyasny Asset Management LLC	286,123	$28.5M
Conversant Capital LLC	266,000	$26.5M
Edgestream Partners, L.P.	82,003	$8.17M
Jane Street Group, LLC	67,672	$6.74M
Campbell & CO Investment Adviser LLC	47,057	$4.69M
D. E. Shaw & Co., Inc.	41,669	$4.15M
Quantbot Technologies LP	36,124	$3.60M
Group One Trading, L.P.	31,078	$3.10M
Marshall Wace, LLP	29,658	$2.96M
Walleye Capital LLC	24,827	$2.47M
Cubist Systematic Strategies, LLC	15,834	$1.58M
XTX Topco Ltd	15,471	$1.54M
MorganRosel Wealth Management, LLC	10,000	$996.4K
Virginia Retirement Systems Et Al	8,700	$866.9K
PEAK6 LLC	8,254	$822.4K
Maverick Capital LtdSuperinvestorMaverick Capital	8,073	$804.4K
Dynamic Technology Lab Private Ltd	7,061	$703.0K
Twin Tree Management, LP	3,267	$325.5K
Virtu Financial LLC	2,830	$282.0K
Capstone Investment Advisors, LLC	2,700	$269.0K
Aigen Investment Management, LP	2,451	$244.2K
Twinbeech Capital LP	2,164	$215.6K
MQS Management LLC	2,089	$208.1K
LSV Asset Management	1,500	$149.0K
Raymond James Financial Inc	824	$82.1K
Bayforest Capital Ltd	621	$61.9K
Quarry LP	157	$15.6K
HighMark Wealth Management LLC	107	$10.6K
Thurston, Springer, Miller, Herd & Titak, Inc.	31	$3.09K
MAI Capital Management	5	$499
Garde Capital, Inc.	5	$499
Skopos Labs, Inc.	3	$299
Twin Peaks Wealth Advisors, LLC	1	$103
Stephens Consulting, LLC	1	$100

Not filed for Q3 2025 yet (3)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Norges Bank	401,202	$40.0M
CIBC World Markets Corp	3,605	$359.2K
Parkworth Wealth Management, Inc.	5	$498