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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| TFC Financial Management | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $372 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $372 | 0.00% | +1+50.0% | Added |
| Tortoise Investment Management, LLC | 3 | $372 | 0.00% | +2+200.0% | Added |
| Rise Advisors, LLC | 5 | $619 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $619 | 0.00% | +3+150.0% | Added |
| HFM Investment Advisors, LLC | 6 | $743 | 0.00% | +2+50.0% | Added |
| Advisory Services Network, LLC | 6 | $743 | 0.00% | +6 | New |
| Northwestern Mutual Wealth Management Co | 7 | $867 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $868 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $868 | 0.00% | +7 | New |
| Assetmark, Inc | 8 | $991 | 0.00% | −19−70.4% | Reduced |
| Manchester Capital Management LLC | 8 | $992 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $992 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $992 | 0.00% | +8 | New |
| Kilter Group LLC | 9 | $1.11K | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 10 | $1.24K | 0.00% | −5−33.3% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $1.24K | 0.00% | +5+100.0% | Added |
| Hughes Financial Services, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.32K | 0.00% | −1−7.7% | Reduced |
| Rialto Wealth Management, LLC | 11 | $1.36K | 0.00% | +2+22.2% | Added |
| True Wealth Design, LLC | 13 | $1.55K | 0.00% | +7+116.7% | Added |
| Fortitude Family Office, LLC | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 17 | $2.11K | 0.00% | +17 | New |
| Steward Partners Investment Advisory, LLC | 20 | $2.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $2.48K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $2.48K | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 23 | $2.85K | 0.00% | +7+43.8% | Added |
| IFP Advisors, Inc | 24 | $2.97K | 0.00% | +20+500.0% | Added |
| Ronald Blue Trust, Inc. | 27 | $3.35K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 27 | $3.35K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 28 | $3.47K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $4.34K | 0.00% | −25−41.7% | Reduced |
| JFS Wealth Advisors, LLC | 35 | $4.34K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 38 | $4.71K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 53 | $6.57K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 56 | $6.94K | 0.00% | +56 | New |
| Hemington Wealth Management | 57 | $7.00K | 0.00% | +5+9.6% | Added |
| Larson Financial Group LLC | 63 | $7.80K | 0.00% | +13+26.0% | Added |
| SBI Securities Co., Ltd. | 80 | $9.91K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $12.0K | 0.00% | +55+137.5% | Added |
| Danske Bank A/S | 100 | $12.4K | 0.00% | −16−13.8% | Reduced |
| Allworth Financial LP | 112 | $13.9K | 0.00% | +59+111.3% | Added |
| Parallel Advisors, LLC | 123 | $15.2K | 0.00% | +56+83.6% | Added |
| Private Wealth Asset Management, LLC | 140 | $17.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 146 | $18.1K | 0.00% | +59+67.8% | Added |
| Cornerstone Planning Group LLC | 192 | $20.6K | 0.00% | +185+2,642.9% | Added |
| Optiver Holding B.V. | 173 | $21.4K | 0.00% | −16−8.5% | Reduced |
| Smartleaf Asset Management LLC | 179 | $22.3K | 0.00% | +134+297.8% | Added |
| Root Financial Partners, LLC | 194 | $24.0K | 0.00% | +194 | New |
| Clearstead Advisors, LLC | 217 | $26.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 225 | $27.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 232 | $28.7K | 0.00% | +3+1.3% | Added |
| Signaturefd, LLC | 261 | $32.3K | 0.00% | +2+0.8% | Added |
| EverSource Wealth Advisors, LLC | 294 | $36.4K | 0.00% | +30+11.4% | Added |
| Nomura Asset Management Co Ltd | 320 | $39.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 344 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 370 | $45.8K | 0.00% | +370 | New |
| TD Waterhouse Canada Inc. | 379 | $47.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 409 | $50.7K | 0.01% | −325−44.3% | Reduced |
| Harbor Capital Advisors, Inc. | 504 | $62.0K | 0.00% | +105+26.3% | Added |
| CWM, LLC | 555 | $69.0K | 0.00% | +267+92.7% | Added |
| Covestor Ltd | 567 | $70.0K | 0.04% | +277+95.5% | Added |
| CIBC Private Wealth Group, LLC | 628 | $77.8K | 0.00% | +628 | New |
| Public Employees Retirement System of Ohio | 768 | $95.1K | 0.00% | +36+4.9% | Added |
| Tower Research Capital LLC (TRC) | 783 | $97.0K | 0.00% | −3,453−81.5% | Reduced |
| US Bancorp | 789 | $97.7K | 0.00% | +21+2.7% | Added |
| Amalgamated Bank | 926 | $115.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 925 | $115.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,043 | $129.2K | 0.01% | −49−4.5% | Reduced |
| STRS Ohio | 1,100 | $136.3K | 0.00% | +500+83.3% | Added |
| Northwest & Ethical Investments L.P. | 1,300 | $162.1K | 0.00% | +1,300 | New |
| Wolverine Asset Management LLC | 1,319 | $163.4K | 0.00% | +3+0.2% | Added |
| Hohimer Wealth Management, LLC | 1,713 | $212.2K | 0.03% | −707−29.2% | Reduced |
| Longboard Asset Management, LP | 1,719 | $212.9K | 0.34% | +1,719 | New |
| Royal Bank of Canada | 1,755 | $218.0K | 0.00% | −21,754−92.5% | Reduced |
| Meeder Advisory Services, Inc. | 1,762 | $218.3K | 0.01% | +1,762 | New |
| Ci Investments Inc. | 1,780 | $221.0K | 0.00% | −165−8.5% | Reduced |
| Mackenzie Financial Corp | 1,850 | $229.2K | 0.00% | +1,850 | New |
| Smith Shellnut Wilson LLC | 1,850 | $229.2K | 0.09% | +1,850 | New |
| HSBC Holdings PLC | 2,021 | $250.4K | 0.00% | −2,767−57.8% | Reduced |
| Sterling Capital Management LLC | 2,026 | $251.0K | 0.00% | +1,236+156.5% | Added |
| Limestone Investment Advisors LP | – | $258.4K | 0.12% | – | – |
| Quantinno Capital Management LP | 2,100 | $260.2K | 0.00% | +2,100 | New |
| Forum Financial Management, LP | 2,211 | $273.9K | 0.00% | +2,211 | New |
| FORA Capital, LLC | 2,212 | $274.0K | 0.05% | +2,212 | New |
| Verition Fund Management LLC | 2,230 | $276.3K | 0.00% | −12,586−84.9% | Reduced |
| Cerity Partners LLC | 2,235 | $276.9K | 0.00% | +2,235 | New |
| Xponance, Inc. | 2,294 | $284.2K | 0.00% | +24+1.1% | Added |
| SummitTX Capital, L.P. | 2,336 | $289.4K | 0.01% | +145+6.6% | Added |
| Ameritas Investment Partners, Inc. | 2,444 | $302.8K | 0.01% | −543−18.2% | Reduced |
| Quest Partners LLC | 2,477 | $306.9K | 0.02% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,500 | $309.7K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,500 | $309.7K | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 2,815 | $348.7K | 0.00% | +54+2.0% | Added |
| Cullen Capital Management LLC | 2,886 | $357.5K | 0.00% | −1,299−31.0% | Reduced |
| State of Wisconsin Investment Board | 3,001 | $371.8K | 0.00% | −4,243−58.6% | Reduced |