PennyMac Financial Services, Inc.

PFSI

Exchange: NYSE
Industry: Mortgage Bankers & Loan Correspondents
SEC CIK: 0001745916

SEC filings (opens in a new tab)

No open-market purchases or sales by PennyMac Financial Services, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.

Q4 2025 vs. Q3 2025

How the institutions holding PennyMac Financial Services, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of PFSI: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	231	5	265	+39
Shares	32.0M	19.3K	31.2M	−765.4K (−2.4%)
Value	$3.96B	$2.39M	$4.12B	+$157.2M (+4.0%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (61)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to PFSI in Q4 2025
Institution	Shares	Value	% of portfolio
Norges Bank	335,911	$44.3M	0.00%
Jane Street Group, LLC	90,255	$11.9M	0.01%
BW Gestao de Investimentos Ltda.	90,000	$11.9M	0.42%
Kempen Capital Management N.V.	62,939	$8.30M	0.07%
Balyasny Asset Management LLC	45,391	$5.98M	0.01%
Clough Capital Partners L P	40,890	$5.39M	0.48%
Brevan Howard Capital Management LP	39,521	$5.21M	0.10%
EAM Investors, LLC	37,009	$4.88M	0.54%
Tudor Investment Corp Et Al	29,118	$3.84M	0.02%
Twinbeech Capital LP	27,325	$3.60M	0.26%
Boothbay Fund Management, LLC	25,226	$3.33M	0.09%
Walleye Capital LLC	22,538	$2.97M	0.02%
Aquatic Capital Management LLC	10,546	$1.39M	0.04%
Quantbot Technologies LP	9,670	$1.27M	0.04%
ExodusPoint Capital Management, LP	9,265	$1.22M	0.01%
Quadrature Capital Ltd	8,999	$1.19M	0.01%
Capula Management Ltd	8,076	$1.06M	0.01%
PMC FIG Opportunities LLC	6,548	$863.3K	1.36%
Point72 Asset Management, L.P.	6,345	$836.5K	0.00%
Gsa Capital Partners LLP	5,376	$709.0K	0.06%
Fox Run Management, L.L.C.	4,401	$580.2K	0.09%
Engineers Gate Manager LP	4,379	$577.3K	0.01%
Board of Trustees of The Leland Stanford Junior University	4,000	$530.4K	0.11%
Magnetar Financial LLC	3,721	$490.6K	0.00%
XTX Topco Ltd	3,630	$478.6K	0.01%
Aristeia Capital LLC	3,360	$443.0K	0.01%
Fieldview Capital Management, LLC	3,357	$442.6K	0.08%
Virginia Retirement Systems Et Al	3,050	$402.1K	0.00%
Virtu Financial LLC	2,876	$379.0K	0.01%
Swiss Life Asset Management Ltd	2,828	$372.8K	0.00%
Jefferies Financial Group Inc.	2,541	$335.0K	0.00%
Glenmede Trust Co NA	2,458	$324.1K	0.00%
Fisher Asset Management, LLC	2,378	$313.5K	0.00%
Persistent Asset Partners Ltd	2,339	$308.4K	0.15%
CIBC World Markets Corp	1,935	$255.1K	0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH	1,834	$241.8K	0.00%
Raymond James Financial Inc	1,718	$226.5K	0.00%
Sequoia Financial Advisors, LLC	1,688	$222.5K	0.00%
M&T Bank Corp	1,633	$215.5K	0.00%
Abacus Wealth Partners, LLC	1,623	$214.0K	0.02%
MQS Management LLC	1,601	$211.1K	0.12%
Prelude Capital Management, LLC	1,598	$210.7K	0.02%
CIBC Asset Management Inc	1,596	$210.4K	0.00%
Campbell & CO Investment Adviser LLC	1,561	$205.8K	0.01%
Centiva Capital, LP	1,280	$168.8K	0.01%
Kemnay Advisory Services Inc.	1,053	$138.8K	0.02%
SageView Advisory Group, LLC	338	$44.7K	0.00%
Los Angeles Capital Management LLC	250	$31.3K	0.00%
Bayforest Capital Ltd	185	$24.4K	0.02%
Rockefeller Capital Management L.P.	184	$24.3K	0.00%
Torren Management, LLC	174	$22.9K	0.01%
Pinnacle Wealth Planning Services, Inc.	105	$13.8K	0.00%
Quarry LP	90	$11.9K	0.00%
MAI Capital Management	44	$5.80K	0.00%
Keating Financial Advisory Services, Inc.	30	$3.96K	0.00%
IMA Wealth, Inc.	14	$1.84K	0.00%
Massmutual Trust Co FSB	11	$1.45K	0.00%
Godfrey Financial Associates, Inc.	10	$1.32K	0.00%
Optima Capital LLC	5	$659	0.00%
Rossby Financial, LCC	1	$132	0.00%
Dunhill Financial, LLC	1	$76	0.00%

Sold out (22)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PFSI in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Brandywine Global Investment Management, LLC	108,431	$13.4M
Atom Investors LP	51,821	$6.42M
Allianz Asset Management GmbH	44,501	$5.51M
Picton Mahoney Asset Management	28,872	$3.58M
Advantage Alpha Capital Partners LP	28,360	$3.51M
Dymon Asia Capital (Singapore) Pte. Ltd.	9,028	$1.12M
Federated Hermes, Inc.	8,362	$1.04M
Envestnet Asset Management Inc	3,987	$493.9K
Parallax Volatility Advisers, L.P.	2,500	$309.7K
Verition Fund Management LLC	2,230	$276.3K
FORA Capital, LLC	2,212	$274.0K
Ci Investments Inc.	1,780	$221.0K
Longboard Asset Management, LP	1,719	$212.9K
Northwest & Ethical Investments L.P.	1,300	$162.1K
TD Waterhouse Canada Inc.	379	$47.6K
Principal Securities, Inc.	38	$4.71K
JPL Wealth Management, LLC	20	$2.48K
Wealthspire Advisors, LLC	17	$2.11K
Advisory Services Network, LLC	6	$743
Rise Advisors, LLC	5	$619
Tortoise Investment Management, LLC	3	$372
Cloud Capital Management, LLC	6	$0

Not filed for Q4 2025 yet (5)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Wolverine Trading, LLC	8,552	$1.07M
Bryce Point Capital, LLC	4,733	$586.3K
CIBC Bancorp USA Inc.	3,118	$386.3K
Glenmede Investment Management, LP	2,815	$348.7K
Hemington Wealth Management	57	$7.00K