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, Q4 2025
Institutional positions in PennyMac Financial Services, Inc. as of Dec 31, 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
- 265
- +39 vs. Q3 2025
- Shares held
- 31.2M
- −765.4K (−2.4%) vs. Q3 2025
- Total value
- $4.12B
- +$157.2M (+4.0%) vs. Q3 2025
- New holders
- 61
- 79 more added
- Sold out
- 22
- 82 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $597.5M | 12.63% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3,603,567 | $475.1M | 0.30% | −138,523−3.7% | Reduced |
| Vanguard Group Inc | 2,832,737 | $373.5M | 0.01% | +12,782+0.5% | Added |
| FMR LLC | 2,226,631 | $293.6M | 0.01% | −246,332−10.0% | Reduced |
| BlackRock, Inc. | 2,212,703 | $291.7M | 0.00% | +41,456+1.9% | Added |
| Dimensional Fund Advisors LP | 1,789,369 | $235.9M | 0.05% | −78,804−4.2% | Reduced |
| Invesco Ltd. | 1,569,184 | $206.9M | 0.02% | +106,088+7.3% | Added |
| State Street Corp | 814,156 | $107.3M | 0.00% | −41,935−4.9% | Reduced |
| Geode Capital Management, LLC | 692,304 | $91.3M | 0.01% | −3,205−0.5% | Reduced |
| Price T Rowe Associates Inc | 671,025 | $88.5M | 0.01% | −20,213−2.9% | Reduced |
| 140 Summer Partners LP | 669,892 | $88.3M | 6.90% | +223,752+50.2% | Added |
| JPMorgan Chase & Co | 598,527 | $78.9M | 0.01% | −49,351−7.6% | Reduced |
| Goldman Sachs Group Inc | 563,917 | $74.3M | 0.01% | −142,608−20.2% | Reduced |
| Basswood Capital Management, L.L.C. | 550,927 | $72.6M | 3.21% | −27,617−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 441,401 | $58.2M | 0.01% | −8,198−1.8% | Reduced |
| American Century Companies Inc | 426,982 | $56.3M | 0.03% | −2,421−0.6% | Reduced |
| Citadel Advisors LLC | 425,284 | $56.1M | 0.04% | −256,918−37.7% | Reduced |
| Senvest Management, LLC | 417,333 | $55.0M | 1.70% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 346,771 | $45.7M | 0.01% | −22,525−6.1% | Reduced |
| Norges Bank | 335,911 | $44.3M | 0.00% | +335,911 | New |
| Boston Partners | 323,824 | $43.4M | 0.04% | −111,164−25.6% | Reduced |
| Senator Investment Group LP | 287,093 | $37.9M | 1.52% | +31,737+12.4% | Added |
| Northern Trust Corp | 259,247 | $34.2M | 0.00% | −23,990−8.5% | Reduced |
| Bank of New York Mellon Corp | 255,898 | $33.7M | 0.01% | −65,546−20.4% | Reduced |
| Goldentree Asset Management LP | 227,377 | $29.9M | 1.62% | −69,064−23.3% | Reduced |
| Massachusetts Financial Services Co | 215,993 | $28.5M | 0.01% | −71,609−24.9% | Reduced |
| Two Sigma Investments, LP | 213,171 | $28.1M | 0.04% | −97,748−31.4% | Reduced |
| Qube Research & Technologies Ltd | 197,602 | $26.1M | 0.04% | +137,633+229.5% | Added |
| Palisade Capital Management LLC | 183,469 | $24.2M | 0.72% | −21,399−10.4% | Reduced |
| Nuveen, LLC | 150,280 | $19.8M | 0.01% | −10,970−6.8% | Reduced |
| Morgan Stanley | 144,092 | $19.0M | 0.00% | +28,819+25.0% | Added |
| Bank of America Corp | 138,527 | $18.3M | 0.00% | −47,796−25.7% | Reduced |
| Kinetic Partners Management, LP | 125,900 | $16.6M | 0.81% | +37,900+43.1% | Added |
| Lightrock Netherlands B.V. | 124,313 | $16.4M | 3.40% | −8,200−6.2% | Reduced |
| Jane Street Group, LLC | 90,255 | $11.9M | 0.01% | +90,255 | New |
| BW Gestao de Investimentos Ltda. | 90,000 | $11.9M | 0.42% | +90,000 | New |
| Concentric Capital Strategies, LP | 86,478 | $11.4M | 0.59% | +69,858+420.3% | Added |
| Alliancebernstein L.P. | 86,390 | $11.4M | 0.00% | −2,351−2.6% | Reduced |
| UBS Group AG | 84,539 | $11.1M | 0.00% | −81,818−49.2% | Reduced |
| Dark Forest Capital Management LP | 83,391 | $11.0M | 0.50% | +57,870+226.8% | Added |
| UBS Asset Management Americas Inc | 75,104 | $9.90M | 0.00% | −1,914−2.5% | Reduced |
| New York State Common Retirement Fund | 72,201 | $9.52M | 0.01% | 00.0% | Unchanged |
| Interval Partners, LP | 68,319 | $9.01M | 0.21% | +36,749+116.4% | Added |
| Barclays PLC | 65,927 | $8.69M | 0.00% | +2,436+3.8% | Added |
| TD Asset Management Inc | 63,174 | $8.33M | 0.01% | +1,778+2.9% | Added |
| Kempen Capital Management N.V. | 62,939 | $8.30M | 0.07% | +62,939 | New |
| Swiss National Bank | 61,200 | $8.07M | 0.00% | +1,100+1.8% | Added |
| Millennium Management LLC | 60,116 | $7.93M | 0.01% | +8,399+16.2% | Added |
| Two Sigma Advisers, LP | 60,000 | $7.91M | 0.02% | −112,100−65.1% | Reduced |
| 1832 Asset Management L.P. | 58,600 | $7.73M | 0.01% | +21,900+59.7% | Added |
| Schonfeld Strategic Advisors LLC | 48,291 | $6.37M | 0.03% | +37,179+334.6% | Added |
| Balyasny Asset Management LLC | 45,391 | $5.98M | 0.01% | +45,391 | New |
| Philadelphia Financial Management of San Francisco, LLC | 43,787 | $5.77M | 1.19% | −183,985−80.8% | Reduced |
| Wells Fargo & Company | 40,993 | $5.40M | 0.00% | +10,930+36.4% | Added |
| Clough Capital Partners L P | 40,890 | $5.39M | 0.48% | +40,890 | New |
| Rhumbline Advisers | 40,821 | $5.38M | 0.00% | −6,471−13.7% | Reduced |
| Brevan Howard Capital Management LP | 39,521 | $5.21M | 0.10% | +39,521 | New |
| EAM Investors, LLC | 37,009 | $4.88M | 0.54% | +37,009 | New |
| South Dakota Investment Council | 36,638 | $4.83M | 0.09% | −5,500−13.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 36,015 | $4.75M | 0.44% | 00.0% | Unchanged |
| Citigroup Inc | 35,725 | $4.71M | 0.00% | +7,262+25.5% | Added |
| Legal & General Group Plc | 32,549 | $4.29M | 0.00% | −2,037−5.9% | Reduced |
| Renaissance Technologies LLC | 32,400 | $4.27M | 0.01% | +13,300+69.6% | Added |
| California State Teachers Retirement System | 29,313 | $3.86M | 0.00% | +1,010+3.6% | Added |
| Tudor Investment Corp Et Al | 29,118 | $3.84M | 0.02% | +29,118 | New |
| IMC-Chicago, LLC | 28,731 | $3.79M | 0.07% | −24,508−46.0% | Reduced |
| FJ Capital Management LLC | 28,562 | $3.77M | 0.42% | −22,997−44.6% | Reduced |
| Twinbeech Capital LP | 27,325 | $3.60M | 0.26% | +27,325 | New |
| Boothbay Fund Management, LLC | 25,226 | $3.33M | 0.09% | +25,226 | New |
| SEI Investments Co | 25,201 | $3.32M | 0.00% | +3,056+13.8% | Added |
| Deutsche Bank AG | 23,151 | $3.05M | 0.00% | +612+2.7% | Added |
| Hudson Bay Capital Management LP | 22,883 | $3.02M | 0.02% | −22,265−49.3% | Reduced |
| Walleye Capital LLC | 22,538 | $2.97M | 0.02% | +22,538 | New |
| AQR Capital Management LLC | 21,816 | $2.88M | 0.00% | +3,166+17.0% | Added |
| EMG Holdings, L.P. | 20,000 | $2.64M | 4.21% | −32,132−61.6% | Reduced |
| Alight Capital Management LP | 20,000 | $2.64M | 0.71% | +10,000+100.0% | Added |
| Russell Investments Group, Ltd. | 18,778 | $2.48M | 0.00% | +1,907+11.3% | Added |
| Creative Planning | 18,121 | $2.39M | 0.00% | +3,835+26.8% | Added |
| State of New Jersey Common Pension Fund D | 17,265 | $2.28M | 0.01% | −3,308−16.1% | Reduced |
| Manufacturers Life Insurance Company, The | 16,958 | $2.24M | 0.00% | −439−2.5% | Reduced |
| First Trust Advisors LP | 16,808 | $2.22M | 0.00% | −13,917−45.3% | Reduced |
| Squarepoint Ops LLC | 16,490 | $2.17M | 0.00% | −975−5.6% | Reduced |
| MetLife Investment Management | 16,339 | $2.15M | 0.01% | −681−4.0% | Reduced |
| Man Group plc | 15,600 | $2.06M | 0.00% | +2,768+21.6% | Added |
| Simplex Trading, LLC | 15,151 | $2.00M | 0.06% | +6,747+80.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,048 | $1.85M | 0.04% | −2,344−14.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,568 | $1.79M | 0.00% | −23−0.2% | Reduced |
| Janus Henderson Group PLC | 13,514 | $1.78M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,351 | $1.50M | 0.00% | −427−3.6% | Reduced |
| Franklin Resources Inc | 11,275 | $1.49M | 0.00% | +770+7.3% | Added |
| Principal Financial Group Inc | 10,595 | $1.40M | 0.00% | −18,002−63.0% | Reduced |
| Aquatic Capital Management LLC | 10,546 | $1.39M | 0.04% | +10,546 | New |
| NewEdge Wealth, LLC | 10,452 | $1.38M | 0.02% | +52+0.5% | Added |
| Susquehanna International Group, LLP | 10,375 | $1.37M | 0.00% | +3,683+55.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,345 | $1.36M | 0.00% | +372+3.7% | Added |
| Intech Investment Management LLC | 10,314 | $1.36M | 0.01% | +1,185+13.0% | Added |
| Mercer Global Advisors Inc | 10,167 | $1.34M | 0.00% | +504+5.2% | Added |
| Quantbot Technologies LP | 9,670 | $1.27M | 0.04% | +9,670 | New |
| ExodusPoint Capital Management, LP | 9,265 | $1.22M | 0.01% | +9,265 | New |
| Quadrature Capital Ltd | 8,999 | $1.19M | 0.01% | +8,999 | New |