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 |
|---|---|---|---|---|---|
| K2 Principal Fund, L.P. | 3,002 | $371.9K | 0.04% | +3,002 | New |
| Caption Management, LLC | 3,060 | $379.1K | 0.02% | +3,060 | New |
| CIBC Bancorp USA Inc. | 3,118 | $386.3K | 0.00% | +3,118 | New |
| Advisor Group Holdings, Inc. | 3,503 | $392.1K | 0.00% | +122+3.6% | Added |
| QRG Capital Management, Inc. | 3,342 | $414.0K | 0.01% | −10,194−75.3% | Reduced |
| Alteri Wealth LLC | 3,365 | $416.9K | 0.14% | +3,365 | New |
| Jain Global LLC | 3,516 | $435.6K | 0.01% | +3,516 | New |
| SG Americas Securities, LLC | 3,614 | $448.0K | 0.00% | +3,614 | New |
| State Board of Administration of Florida Retirement System | 3,713 | $460.0K | 0.00% | −420−10.2% | Reduced |
| Public Employees Retirement Association of Colorado | 3,787 | $469.0K | 0.00% | −386−9.2% | Reduced |
| Optimize Financial Inc | 3,843 | $476.1K | 0.25% | +3,843 | New |
| Mariner, LLC | 3,905 | $483.7K | 0.00% | −1,677−30.0% | Reduced |
| Alamea Verwaltungs GmbH | 3,959 | $490.4K | 0.34% | +3,959 | New |
| Envestnet Asset Management Inc | 3,987 | $493.9K | 0.00% | +3,987 | New |
| Prudential Financial Inc | 4,079 | $505.3K | 0.00% | −5−0.1% | Reduced |
| JustInvest LLC | 4,423 | $548.2K | 0.01% | +749+20.4% | Added |
| Vise Technologies, Inc. | 4,486 | $555.7K | 0.02% | +645+16.8% | Added |
| Teacher Retirement System of Texas | 4,683 | $580.1K | 0.00% | −4−0.1% | Reduced |
| Bryce Point Capital, LLC | 4,733 | $586.3K | 0.72% | +4,733 | New |
| Pictet Asset Management Holding SA | 4,792 | $593.6K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 4,949 | $613.1K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,002 | $619.6K | 0.00% | −997−16.6% | Reduced |
| Dakota Wealth Management | 5,101 | $631.9K | 0.01% | −194−3.7% | Reduced |
| Voya Investment Management LLC | 5,348 | $662.5K | 0.00% | −2,677−33.4% | Reduced |
| Bridgewater Associates, LP | 5,988 | $741.8K | 0.00% | +5,988 | New |
| Ensign Peak Advisors, Inc | 6,269 | $776.6K | 0.00% | −8,350−57.1% | Reduced |
| KLP Kapitalforvaltning AS | 6,600 | $817.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,692 | $829.0K | 0.00% | −118,984−94.7% | Reduced |
| Truist Financial Corp | 6,743 | $835.3K | 0.00% | +6,743 | New |
| Sig Brokerage, LP | 6,922 | $857.5K | 0.22% | +6,922 | New |
| Handelsbanken Fonder AB | 7,700 | $954.0K | 0.00% | 00.0% | Unchanged |
| Cynosure Management, LLC | 7,767 | $962.2K | 0.10% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,097 | $1.00M | 0.01% | +1,392+20.8% | Added |
| HighVista Strategies LLC | 8,337 | $1.03M | 0.25% | −4,200−33.5% | Reduced |
| Federated Hermes, Inc. | 8,362 | $1.04M | 0.00% | +8,362 | New |
| Simplex Trading, LLC | 8,404 | $1.04M | 0.02% | −11,794−58.4% | Reduced |
| Wolverine Trading, LLC | 8,552 | $1.07M | 0.02% | +4,245+98.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,028 | $1.12M | 0.45% | +9,028 | New |
| Intech Investment Management LLC | 9,129 | $1.13M | 0.01% | −2,699−22.8% | Reduced |
| Arizona State Retirement System | 9,172 | $1.14M | 0.01% | +166+1.8% | Added |
| Mercer Global Advisors Inc | 9,663 | $1.20M | 0.00% | −1,077−10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,973 | $1.24M | 0.00% | +569+6.1% | Added |
| Alight Capital Management LP | 10,000 | $1.24M | 0.30% | +10,000 | New |
| NewEdge Wealth, LLC | 10,400 | $1.30M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,505 | $1.30M | 0.00% | −49−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,112 | $1.38M | 0.01% | +8,269+290.9% | Added |
| Victory Capital Management Inc | 11,778 | $1.46M | 0.00% | +460+4.1% | Added |
| Jump Financial, LLC | 11,845 | $1.47M | 0.02% | +5,579+89.0% | Added |
| BNP Paribas Arbitrage, SA | 12,628 | $1.56M | 0.00% | −18,186−59.0% | Reduced |
| Man Group plc | 12,832 | $1.59M | 0.00% | +12,832 | New |
| Janus Henderson Group PLC | 13,514 | $1.67M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,591 | $1.68M | 0.00% | −2,443−15.2% | Reduced |
| Creative Planning | 14,286 | $1.77M | 0.00% | +791+5.9% | Added |
| Great West Life Assurance Co | 16,236 | $2.03M | 0.00% | +163+1.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,392 | $2.03M | 0.05% | −19,956−54.9% | Reduced |
| Concentric Capital Strategies, LP | 16,620 | $2.06M | 0.10% | +16,620 | New |
| HRT Financial LP | 16,808 | $2.08M | 0.01% | +16,808 | New |
| Russell Investments Group, Ltd. | 16,871 | $2.09M | 0.00% | +971+6.1% | Added |
| MetLife Investment Management | 17,020 | $2.11M | 0.01% | −434−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 17,397 | $2.16M | 0.00% | −611−3.4% | Reduced |
| Squarepoint Ops LLC | 17,465 | $2.16M | 0.00% | −31,965−64.7% | Reduced |
| AQR Capital Management LLC | 18,650 | $2.31M | 0.00% | +3,701+24.8% | Added |
| Renaissance Technologies LLC | 19,100 | $2.37M | 0.00% | −50,100−72.4% | Reduced |
| State of New Jersey Common Pension Fund D | 20,573 | $2.55M | 0.01% | +820+4.2% | Added |
| SEI Investments Co | 22,145 | $2.74M | 0.00% | +146+0.7% | Added |
| Deutsche Bank AG | 22,539 | $2.79M | 0.00% | +2,682+13.5% | Added |
| Dark Forest Capital Management LP | 25,521 | $3.16M | 0.12% | +8,580+50.6% | Added |
| California State Teachers Retirement System | 28,303 | $3.51M | 0.00% | +1,831+6.9% | Added |
| Advantage Alpha Capital Partners LP | 28,360 | $3.51M | 1.06% | −5,658−16.6% | Reduced |
| Citigroup Inc | 28,463 | $3.53M | 0.00% | +2,159+8.2% | Added |
| Principal Financial Group Inc | 28,597 | $3.54M | 0.00% | +3,500+13.9% | Added |
| Picton Mahoney Asset Management | 28,872 | $3.58M | 0.05% | +24,458+554.1% | Added |
| Wells Fargo & Company | 30,063 | $3.72M | 0.00% | +7,269+31.9% | Added |
| First Trust Advisors LP | 30,725 | $3.81M | 0.00% | +11,299+58.2% | Added |
| Interval Partners, LP | 31,570 | $3.91M | 0.08% | +280+0.9% | Added |
| Legal & General Group Plc | 34,586 | $4.28M | 0.00% | −892−2.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 36,015 | $4.46M | 0.47% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 36,700 | $4.55M | 0.01% | −625−1.7% | Reduced |
| South Dakota Investment Council | 42,138 | $5.22M | 0.10% | −34,229−44.8% | Reduced |
| Allianz Asset Management GmbH | 44,501 | $5.51M | 0.01% | −29,997−40.3% | Reduced |
| Hudson Bay Capital Management LP | 45,148 | $5.59M | 0.03% | +45,148 | New |
| Rhumbline Advisers | 47,292 | $5.86M | 0.00% | −6,614−12.3% | Reduced |
| FJ Capital Management LLC | 51,559 | $6.39M | 0.69% | +51,559 | New |
| Millennium Management LLC | 51,717 | $6.41M | 0.01% | −159,017−75.5% | Reduced |
| Atom Investors LP | 51,821 | $6.42M | 0.49% | +51,821 | New |
| EMG Holdings, L.P. | 52,132 | $6.46M | 6.89% | +52,132 | New |
| IMC-Chicago, LLC | 53,239 | $6.60M | 0.12% | +42,155+380.3% | Added |
| Qube Research & Technologies Ltd | 59,969 | $7.43M | 0.01% | +22,461+59.9% | Added |
| Swiss National Bank | 60,100 | $7.45M | 0.00% | +1,200+2.0% | Added |
| TD Asset Management Inc | 61,396 | $7.61M | 0.01% | −6,556−9.6% | Reduced |
| Barclays PLC | 63,491 | $7.87M | 0.00% | −11,920−15.8% | Reduced |
| New York State Common Retirement Fund | 72,201 | $8.94M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 77,018 | $9.54M | 0.00% | −51,034−39.9% | Reduced |
| Kinetic Partners Management, LP | 88,000 | $10.9M | 0.53% | +1,200+1.4% | Added |
| Alliancebernstein L.P. | 88,741 | $11.0M | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 108,431 | $13.4M | 0.09% | −3,599−3.2% | Reduced |
| Lightrock Netherlands B.V. | 132,513 | $14.0M | 3.65% | −10,600−7.4% | Reduced |
| Morgan Stanley | 115,273 | $14.3M | 0.00% | −35,498−23.5% | Reduced |
| Nuveen, LLC | 161,250 | $20.0M | 0.01% | +64,463+66.6% | Added |
| UBS Group AG | 166,357 | $20.6M | 0.00% | +79,117+90.7% | Added |