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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.

Institutional holdersQ4 2025: 265 institutions
Q1 2021: 230 institutionsQ2 2021: 201 institutionsQ3 2021: 200 institutionsQ4 2021: 205 institutionsQ1 2022: 185 institutionsQ2 2022: 175 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 176 institutionsQ2 2023: 169 institutionsQ3 2023: 176 institutionsQ4 2023: 192 institutionsQ1 2024: 193 institutionsQ2 2024: 184 institutionsQ3 2024: 202 institutionsQ4 2024: 207 institutionsQ1 2025: 203 institutionsQ2 2025: 220 institutionsQ3 2025: 231 institutionsQ4 2025: 265 institutionsQ1 2026: 234 institutionsQ2 2026: 230 institutions
Value heldQ4 2025: $4.22B
Q1 2021: $2.27BQ2 2021: $2.03BQ3 2021: $2.01BQ4 2021: $2.12BQ1 2022: $1.69BQ2 2022: $1.31BQ3 2022: $1.27BQ4 2022: $1.88BQ1 2023: $1.74BQ2 2023: $2.07BQ3 2023: $1.91BQ4 2023: $2.65BQ1 2024: $2.75BQ2 2024: $2.85BQ3 2024: $3.60BQ4 2024: $3.11BQ1 2025: $3.16BQ2 2025: $3.08BQ3 2025: $4.04BQ4 2025: $4.22BQ1 2026: $2.94BQ2 2026: $2.93B
Institutions holding PFSI and their total value by quarter
QuarterHoldersValue
Q2 2026230$2.93B
Q1 2026234$2.94B
Q4 2025265$4.22B
Q3 2025231$4.04B
Q2 2025220$3.08B
Q1 2025203$3.16B
Q4 2024207$3.11B
Q3 2024202$3.60B
Q2 2024184$2.85B
Q1 2024193$2.75B
Q4 2023192$2.65B
Q3 2023176$1.91B
Q2 2023169$2.07B
Q1 2023176$1.74B
Q4 2022179$1.88B
Q3 2022169$1.27B
Q2 2022175$1.31B
Q1 2022185$1.69B
Q4 2021205$2.12B
Q3 2021200$2.01B
Q2 2021201$2.03B
Q1 2021230$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.

Institutions holding PFSI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
MFN Partners Management, LP4,531,792$597.5M12.63%00.0%Unchanged
T. Rowe Price Investment Management, Inc.3,603,567$475.1M0.30%−138,523−3.7%Reduced
Vanguard Group Inc2,832,737$373.5M0.01%+12,782+0.5%Added
FMR LLC2,226,631$293.6M0.01%−246,332−10.0%Reduced
BlackRock, Inc.2,212,703$291.7M0.00%+41,456+1.9%Added
Dimensional Fund Advisors LP1,789,369$235.9M0.05%−78,804−4.2%Reduced
Invesco Ltd.1,569,184$206.9M0.02%+106,088+7.3%Added
State Street Corp814,156$107.3M0.00%−41,935−4.9%Reduced
Geode Capital Management, LLC692,304$91.3M0.01%−3,205−0.5%Reduced
Price T Rowe Associates Inc671,025$88.5M0.01%−20,213−2.9%Reduced
140 Summer Partners LP669,892$88.3M6.90%+223,752+50.2%Added
JPMorgan Chase & Co598,527$78.9M0.01%−49,351−7.6%Reduced
Goldman Sachs Group Inc563,917$74.3M0.01%−142,608−20.2%Reduced
Basswood Capital Management, L.L.C.550,927$72.6M3.21%−27,617−4.8%Reduced
Charles Schwab Investment Management Inc441,401$58.2M0.01%−8,198−1.8%Reduced
American Century Companies Inc426,982$56.3M0.03%−2,421−0.6%Reduced
Citadel Advisors LLC425,284$56.1M0.04%−256,918−37.7%Reduced
Senvest Management, LLC417,333$55.0M1.70%00.0%Unchanged
Ameriprise Financial Inc346,771$45.7M0.01%−22,525−6.1%Reduced
Norges Bank335,911$44.3M0.00%+335,911New
Boston Partners323,824$43.4M0.04%−111,164−25.6%Reduced
Senator Investment Group LP287,093$37.9M1.52%+31,737+12.4%Added
Northern Trust Corp259,247$34.2M0.00%−23,990−8.5%Reduced
Bank of New York Mellon Corp255,898$33.7M0.01%−65,546−20.4%Reduced
Goldentree Asset Management LP227,377$29.9M1.62%−69,064−23.3%Reduced
Massachusetts Financial Services Co215,993$28.5M0.01%−71,609−24.9%Reduced
Two Sigma Investments, LP213,171$28.1M0.04%−97,748−31.4%Reduced
Qube Research & Technologies Ltd197,602$26.1M0.04%+137,633+229.5%Added
Palisade Capital Management LLC183,469$24.2M0.72%−21,399−10.4%Reduced
Nuveen, LLC150,280$19.8M0.01%−10,970−6.8%Reduced
Morgan Stanley144,092$19.0M0.00%+28,819+25.0%Added
Bank of America Corp138,527$18.3M0.00%−47,796−25.7%Reduced
Kinetic Partners Management, LP125,900$16.6M0.81%+37,900+43.1%Added
Lightrock Netherlands B.V.124,313$16.4M3.40%−8,200−6.2%Reduced
Jane Street Group, LLC90,255$11.9M0.01%+90,255New
BW Gestao de Investimentos Ltda.90,000$11.9M0.42%+90,000New
Concentric Capital Strategies, LP86,478$11.4M0.59%+69,858+420.3%Added
Alliancebernstein L.P.86,390$11.4M0.00%−2,351−2.6%Reduced
UBS Group AG84,539$11.1M0.00%−81,818−49.2%Reduced
Dark Forest Capital Management LP83,391$11.0M0.50%+57,870+226.8%Added
UBS Asset Management Americas Inc75,104$9.90M0.00%−1,914−2.5%Reduced
New York State Common Retirement Fund72,201$9.52M0.01%00.0%Unchanged
Interval Partners, LP68,319$9.01M0.21%+36,749+116.4%Added
Barclays PLC65,927$8.69M0.00%+2,436+3.8%Added
TD Asset Management Inc63,174$8.33M0.01%+1,778+2.9%Added
Kempen Capital Management N.V.62,939$8.30M0.07%+62,939New
Swiss National Bank61,200$8.07M0.00%+1,100+1.8%Added
Millennium Management LLC60,116$7.93M0.01%+8,399+16.2%Added
Two Sigma Advisers, LP60,000$7.91M0.02%−112,100−65.1%Reduced
1832 Asset Management L.P.58,600$7.73M0.01%+21,900+59.7%Added
Schonfeld Strategic Advisors LLC48,291$6.37M0.03%+37,179+334.6%Added
Balyasny Asset Management LLC45,391$5.98M0.01%+45,391New
Philadelphia Financial Management of San Francisco, LLC43,787$5.77M1.19%−183,985−80.8%Reduced
Wells Fargo & Company40,993$5.40M0.00%+10,930+36.4%Added
Clough Capital Partners L P40,890$5.39M0.48%+40,890New
Rhumbline Advisers40,821$5.38M0.00%−6,471−13.7%Reduced
Brevan Howard Capital Management LP39,521$5.21M0.10%+39,521New
EAM Investors, LLC37,009$4.88M0.54%+37,009New
South Dakota Investment Council36,638$4.83M0.09%−5,500−13.1%Reduced
Prescott Group Capital Management, L.L.C.36,015$4.75M0.44%00.0%Unchanged
Citigroup Inc35,725$4.71M0.00%+7,262+25.5%Added
Legal & General Group Plc32,549$4.29M0.00%−2,037−5.9%Reduced
Renaissance Technologies LLC32,400$4.27M0.01%+13,300+69.6%Added
California State Teachers Retirement System29,313$3.86M0.00%+1,010+3.6%Added
Tudor Investment Corp Et Al29,118$3.84M0.02%+29,118New
IMC-Chicago, LLC28,731$3.79M0.07%−24,508−46.0%Reduced
FJ Capital Management LLC28,562$3.77M0.42%−22,997−44.6%Reduced
Twinbeech Capital LP27,325$3.60M0.26%+27,325New
Boothbay Fund Management, LLC25,226$3.33M0.09%+25,226New
SEI Investments Co25,201$3.32M0.00%+3,056+13.8%Added
Deutsche Bank AG23,151$3.05M0.00%+612+2.7%Added
Hudson Bay Capital Management LP22,883$3.02M0.02%−22,265−49.3%Reduced
Walleye Capital LLC22,538$2.97M0.02%+22,538New
AQR Capital Management LLC21,816$2.88M0.00%+3,166+17.0%Added
EMG Holdings, L.P.20,000$2.64M4.21%−32,132−61.6%Reduced
Alight Capital Management LP20,000$2.64M0.71%+10,000+100.0%Added
Russell Investments Group, Ltd.18,778$2.48M0.00%+1,907+11.3%Added
Creative Planning18,121$2.39M0.00%+3,835+26.8%Added
State of New Jersey Common Pension Fund D17,265$2.28M0.01%−3,308−16.1%Reduced
Manufacturers Life Insurance Company, The16,958$2.24M0.00%−439−2.5%Reduced
First Trust Advisors LP16,808$2.22M0.00%−13,917−45.3%Reduced
Squarepoint Ops LLC16,490$2.17M0.00%−975−5.6%Reduced
MetLife Investment Management16,339$2.15M0.01%−681−4.0%Reduced
Man Group plc15,600$2.06M0.00%+2,768+21.6%Added
Simplex Trading, LLC15,151$2.00M0.06%+6,747+80.3%Added
Y-Intercept (Hong Kong) Ltd14,048$1.85M0.04%−2,344−14.3%Reduced
Mirae Asset Global ETFs Holdings Ltd.13,568$1.79M0.00%−23−0.2%Reduced
Janus Henderson Group PLC13,514$1.78M0.00%00.0%Unchanged
Victory Capital Management Inc11,351$1.50M0.00%−427−3.6%Reduced
Franklin Resources Inc11,275$1.49M0.00%+770+7.3%Added
Principal Financial Group Inc10,595$1.40M0.00%−18,002−63.0%Reduced
Aquatic Capital Management LLC10,546$1.39M0.04%+10,546New
NewEdge Wealth, LLC10,452$1.38M0.02%+52+0.5%Added
Susquehanna International Group, LLP10,375$1.37M0.00%+3,683+55.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)10,345$1.36M0.00%+372+3.7%Added
Intech Investment Management LLC10,314$1.36M0.01%+1,185+13.0%Added
Mercer Global Advisors Inc10,167$1.34M0.00%+504+5.2%Added
Quantbot Technologies LP9,670$1.27M0.04%+9,670New
ExodusPoint Capital Management, LP9,265$1.22M0.01%+9,265New
Quadrature Capital Ltd8,999$1.19M0.01%+8,999New