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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 7,700 | $954.0K | 0.00% | 00.0% | Unchanged |
| Sig Brokerage, LP | 6,922 | $857.5K | 0.22% | +6,922 | New |
| Truist Financial Corp | 6,743 | $835.3K | 0.00% | +6,743 | New |
| Susquehanna International Group, LLP | 6,692 | $829.0K | 0.00% | −118,984−94.7% | Reduced |
| KLP Kapitalforvaltning AS | 6,600 | $817.6K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 6,269 | $776.6K | 0.00% | −8,350−57.1% | Reduced |
| Bridgewater Associates, LP | 5,988 | $741.8K | 0.00% | +5,988 | New |
| Voya Investment Management LLC | 5,348 | $662.5K | 0.00% | −2,677−33.4% | Reduced |
| Dakota Wealth Management | 5,101 | $631.9K | 0.01% | −194−3.7% | Reduced |
| ProShare Advisors LLC | 5,002 | $619.6K | 0.00% | −997−16.6% | Reduced |
| One Capital Management, LLC | 4,949 | $613.1K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,792 | $593.6K | 0.00% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 4,733 | $586.3K | 0.72% | +4,733 | New |
| Teacher Retirement System of Texas | 4,683 | $580.1K | 0.00% | −4−0.1% | Reduced |
| Vise Technologies, Inc. | 4,486 | $555.7K | 0.02% | +645+16.8% | Added |
| JustInvest LLC | 4,423 | $548.2K | 0.01% | +749+20.4% | Added |
| Prudential Financial Inc | 4,079 | $505.3K | 0.00% | −5−0.1% | Reduced |
| Envestnet Asset Management Inc | 3,987 | $493.9K | 0.00% | +3,987 | New |
| Alamea Verwaltungs GmbH | 3,959 | $490.4K | 0.34% | +3,959 | New |
| Mariner, LLC | 3,905 | $483.7K | 0.00% | −1,677−30.0% | Reduced |
| Optimize Financial Inc | 3,843 | $476.1K | 0.25% | +3,843 | New |
| Public Employees Retirement Association of Colorado | 3,787 | $469.0K | 0.00% | −386−9.2% | Reduced |
| State Board of Administration of Florida Retirement System | 3,713 | $460.0K | 0.00% | −420−10.2% | Reduced |
| SG Americas Securities, LLC | 3,614 | $448.0K | 0.00% | +3,614 | New |
| Jain Global LLC | 3,516 | $435.6K | 0.01% | +3,516 | New |
| Alteri Wealth LLC | 3,365 | $416.9K | 0.14% | +3,365 | New |
| QRG Capital Management, Inc. | 3,342 | $414.0K | 0.01% | −10,194−75.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,503 | $392.1K | 0.00% | +122+3.6% | Added |
| CIBC Bancorp USA Inc. | 3,118 | $386.3K | 0.00% | +3,118 | New |
| Caption Management, LLC | 3,060 | $379.1K | 0.02% | +3,060 | New |
| K2 Principal Fund, L.P. | 3,002 | $371.9K | 0.04% | +3,002 | New |
| State of Wisconsin Investment Board | 3,001 | $371.8K | 0.00% | −4,243−58.6% | Reduced |
| Cullen Capital Management LLC | 2,886 | $357.5K | 0.00% | −1,299−31.0% | Reduced |
| Glenmede Investment Management, LP | 2,815 | $348.7K | 0.00% | +54+2.0% | Added |
| 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 |
| Quest Partners LLC | 2,477 | $306.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,444 | $302.8K | 0.01% | −543−18.2% | Reduced |
| SummitTX Capital, L.P. | 2,336 | $289.4K | 0.01% | +145+6.6% | Added |
| Xponance, Inc. | 2,294 | $284.2K | 0.00% | +24+1.1% | Added |
| Cerity Partners LLC | 2,235 | $276.9K | 0.00% | +2,235 | New |
| Verition Fund Management LLC | 2,230 | $276.3K | 0.00% | −12,586−84.9% | Reduced |
| FORA Capital, LLC | 2,212 | $274.0K | 0.05% | +2,212 | New |
| Forum Financial Management, LP | 2,211 | $273.9K | 0.00% | +2,211 | New |
| Quantinno Capital Management LP | 2,100 | $260.2K | 0.00% | +2,100 | New |
| Limestone Investment Advisors LP | – | $258.4K | 0.12% | – | – |
| Sterling Capital Management LLC | 2,026 | $251.0K | 0.00% | +1,236+156.5% | Added |
| HSBC Holdings PLC | 2,021 | $250.4K | 0.00% | −2,767−57.8% | 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 |
| Ci Investments Inc. | 1,780 | $221.0K | 0.00% | −165−8.5% | Reduced |
| Meeder Advisory Services, Inc. | 1,762 | $218.3K | 0.01% | +1,762 | New |
| Royal Bank of Canada | 1,755 | $218.0K | 0.00% | −21,754−92.5% | Reduced |
| Longboard Asset Management, LP | 1,719 | $212.9K | 0.34% | +1,719 | New |
| Hohimer Wealth Management, LLC | 1,713 | $212.2K | 0.03% | −707−29.2% | Reduced |
| Wolverine Asset Management LLC | 1,319 | $163.4K | 0.00% | +3+0.2% | Added |
| Northwest & Ethical Investments L.P. | 1,300 | $162.1K | 0.00% | +1,300 | New |
| STRS Ohio | 1,100 | $136.3K | 0.00% | +500+83.3% | Added |
| Parkside Financial Bank & Trust | 1,043 | $129.2K | 0.01% | −49−4.5% | Reduced |
| Amalgamated Bank | 926 | $115.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 925 | $115.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 789 | $97.7K | 0.00% | +21+2.7% | Added |
| Tower Research Capital LLC (TRC) | 783 | $97.0K | 0.00% | −3,453−81.5% | Reduced |
| Public Employees Retirement System of Ohio | 768 | $95.1K | 0.00% | +36+4.9% | Added |
| CIBC Private Wealth Group, LLC | 628 | $77.8K | 0.00% | +628 | New |
| Covestor Ltd | 567 | $70.0K | 0.04% | +277+95.5% | Added |
| CWM, LLC | 555 | $69.0K | 0.00% | +267+92.7% | Added |
| Harbor Capital Advisors, Inc. | 504 | $62.0K | 0.00% | +105+26.3% | Added |
| Contravisory Investment Management, Inc. | 409 | $50.7K | 0.01% | −325−44.3% | Reduced |
| TD Waterhouse Canada Inc. | 379 | $47.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 370 | $45.8K | 0.00% | +370 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 344 | $43.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $39.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 294 | $36.4K | 0.00% | +30+11.4% | Added |
| Signaturefd, LLC | 261 | $32.3K | 0.00% | +2+0.8% | Added |
| Comerica Bank | 232 | $28.7K | 0.00% | +3+1.3% | Added |
| Nisa Investment Advisors, LLC | 225 | $27.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 217 | $26.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 194 | $24.0K | 0.00% | +194 | New |
| Smartleaf Asset Management LLC | 179 | $22.3K | 0.00% | +134+297.8% | Added |
| Optiver Holding B.V. | 173 | $21.4K | 0.00% | −16−8.5% | Reduced |
| Cornerstone Planning Group LLC | 192 | $20.6K | 0.00% | +185+2,642.9% | Added |
| GAMMA Investing LLC | 146 | $18.1K | 0.00% | +59+67.8% | Added |
| Private Wealth Asset Management, LLC | 140 | $17.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 123 | $15.2K | 0.00% | +56+83.6% | Added |
| Allworth Financial LP | 112 | $13.9K | 0.00% | +59+111.3% | Added |
| Danske Bank A/S | 100 | $12.4K | 0.00% | −16−13.8% | Reduced |
| Bessemer Group Inc | 95 | $12.0K | 0.00% | +55+137.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $10.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $9.91K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 63 | $7.80K | 0.00% | +13+26.0% | Added |
| Hemington Wealth Management | 57 | $7.00K | 0.00% | +5+9.6% | Added |
| SRS Capital Advisors, Inc. | 56 | $6.94K | 0.00% | +56 | New |
| Strategic Wealth Partners, Ltd. | 53 | $6.57K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 38 | $4.71K | 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 |
| Bell Investment Advisors, Inc | 28 | $3.47K | 0.00% | 00.0% | Unchanged |
| 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 |