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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 24 | $2.97K | 0.00% | +20+500.0% | Added |
| Farther Finance Advisors, LLC | 23 | $2.85K | 0.00% | +7+43.8% | Added |
| 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 |
| Wealthspire Advisors, LLC | 17 | $2.11K | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.55K | 0.00% | +7+116.7% | Added |
| Rialto Wealth Management, LLC | 11 | $1.36K | 0.00% | +2+22.2% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.32K | 0.00% | −1−7.7% | Reduced |
| Hughes Financial Services, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| 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 |
| Kilter Group LLC | 9 | $1.11K | 0.00% | +9 | New |
| 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 |
| Assetmark, Inc | 8 | $991 | 0.00% | −19−70.4% | Reduced |
| SJS Investment Consulting Inc. | 7 | $868 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $868 | 0.00% | +7 | New |
| Northwestern Mutual Wealth Management Co | 7 | $867 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $743 | 0.00% | +2+50.0% | Added |
| Advisory Services Network, LLC | 6 | $743 | 0.00% | +6 | New |
| Rise Advisors, LLC | 5 | $619 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $619 | 0.00% | +3+150.0% | Added |
| 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 |
| TFC Financial Management | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −286,123−100.0% | Sold out |
| Conversant Capital LLC | 0 | $0 | 0.00% | −266,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −82,003−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −67,672−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −47,057−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −41,669−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,124−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −31,078−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −29,658−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −24,827−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,834−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,471−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −8,254−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −8,073−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,061−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,267−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,089−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |