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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $76 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $132 | 0.00% | +1 | New |
| Essential Partners LLC | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 5 | $659 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $660 | 0.00% | −1−16.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $922 | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 7 | $923 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7 | $923 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.03K | 0.00% | −185−96.4% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $1.05K | 0.00% | −2−20.0% | Reduced |
| Jones Financial Companies LLLP | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $1.19K | 0.00% | +2+28.6% | Added |
| Hughes Financial Services, LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 10 | $1.32K | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 11 | $1.45K | 0.00% | +11 | New |
| True Wealth Design, LLC | 12 | $1.52K | 0.00% | −1−7.7% | Reduced |
| IFP Advisors, Inc | 12 | $1.58K | 0.00% | −12−50.0% | Reduced |
| Rialto Wealth Management, LLC | 12 | $1.58K | 0.00% | +1+9.1% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.71K | 0.00% | +1+8.3% | Added |
| IMA Wealth, Inc. | 14 | $1.84K | 0.00% | +14 | New |
| SRS Capital Advisors, Inc. | 14 | $1.85K | 0.00% | −42−75.0% | Reduced |
| Fortitude Family Office, LLC | 15 | $1.98K | 0.00% | +1+7.1% | Added |
| Bare Financial Services, Inc | 15 | $1.98K | 0.00% | +5+50.0% | Added |
| UMA Financial Services, Inc. | 17 | $2.24K | 0.00% | +7+70.0% | Added |
| Steward Partners Investment Advisory, LLC | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 27 | $3.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $3.69K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 29 | $3.82K | 0.00% | +6+26.1% | Added |
| Keating Financial Advisory Services, Inc. | 30 | $3.96K | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 31 | $4.09K | 0.00% | +4+14.8% | Added |
| Kilter Group LLC | 40 | $5.27K | 0.00% | +31+344.4% | Added |
| Rothschild Investment LLC | 44 | $5.80K | 0.00% | +9+25.7% | Added |
| MAI Capital Management | 44 | $5.80K | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 49 | $6.46K | 0.00% | +14+40.0% | Added |
| Strategic Wealth Partners, Ltd. | 53 | $6.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 63 | $8.31K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 90 | $11.9K | 0.00% | +90 | New |
| Bessemer Group Inc | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 105 | $13.8K | 0.00% | +105 | New |
| Optiver Holding B.V. | 115 | $15.2K | 0.00% | −58−33.5% | Reduced |
| Allworth Financial LP | 115 | $15.2K | 0.00% | +3+2.7% | Added |
| Private Wealth Asset Management, LLC | 140 | $18.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 161 | $21.3K | 0.00% | +38+30.9% | Added |
| Torren Management, LLC | 174 | $22.9K | 0.01% | +174 | New |
| Rockefeller Capital Management L.P. | 184 | $24.3K | 0.00% | +184 | New |
| Bayforest Capital Ltd | 185 | $24.4K | 0.02% | +185 | New |
| Nisa Investment Advisors, LLC | 225 | $29.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 225 | $29.7K | 0.00% | −7−3.0% | Reduced |
| Root Financial Partners, LLC | 229 | $30.2K | 0.00% | +35+18.0% | Added |
| Caitong International Asset Management Co., Ltd | 231 | $30.5K | 0.01% | +228+7,600.0% | Added |
| Los Angeles Capital Management LLC | 250 | $31.3K | 0.00% | +250 | New |
| Versant Capital Management, Inc | 246 | $32.4K | 0.00% | +226+1,130.0% | Added |
| Smartleaf Asset Management LLC | 247 | $32.9K | 0.00% | +68+38.0% | Added |
| Signaturefd, LLC | 266 | $35.1K | 0.00% | +5+1.9% | Added |
| GAMMA Investing LLC | 288 | $38.0K | 0.00% | +142+97.3% | Added |
| Nomura Asset Management Co Ltd | 320 | $42.2K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 338 | $44.7K | 0.00% | +338 | New |
| EverSource Wealth Advisors, LLC | 339 | $44.7K | 0.00% | +45+15.3% | Added |
| Contravisory Investment Management, Inc. | 409 | $53.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 459 | $60.5K | 0.00% | +89+24.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 465 | $61.0K | 0.00% | +121+35.2% | Added |
| Harbor Capital Advisors, Inc. | 496 | $65.0K | 0.01% | −8−1.6% | Reduced |
| Clearstead Advisors, LLC | 503 | $66.3K | 0.00% | +286+131.8% | Added |
| CIBC Private Wealth Group, LLC | 628 | $82.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 750 | $98.9K | 0.00% | −18−2.3% | Reduced |
| CWM, LLC | 753 | $99.0K | 0.00% | +198+35.7% | Added |
| US Bancorp | 789 | $104.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 887 | $116.9K | 0.01% | −156−15.0% | Reduced |
| Amalgamated Bank | 919 | $121.0K | 0.00% | −7−0.8% | Reduced |
| KBC Group NV | 925 | $122.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,053 | $138.8K | 0.02% | +1,053 | New |
| Centiva Capital, LP | 1,280 | $168.8K | 0.01% | +1,280 | New |
| Wolverine Asset Management LLC | 1,319 | $173.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,489 | $196.3K | 0.00% | +706+90.2% | Added |
| STRS Ohio | 1,500 | $197.8K | 0.00% | +400+36.4% | Added |
| Campbell & CO Investment Adviser LLC | 1,561 | $205.8K | 0.01% | +1,561 | New |
| Teacher Retirement System of Texas | 1,586 | $209.1K | 0.00% | −3,097−66.1% | Reduced |
| CIBC Asset Management Inc | 1,596 | $210.4K | 0.00% | +1,596 | New |
| Prelude Capital Management, LLC | 1,598 | $210.7K | 0.02% | +1,598 | New |
| Royal Bank of Canada | 1,601 | $211.0K | 0.00% | −154−8.8% | Reduced |
| MQS Management LLC | 1,601 | $211.1K | 0.12% | +1,601 | New |
| Abacus Wealth Partners, LLC | 1,623 | $214.0K | 0.02% | +1,623 | New |
| M&T Bank Corp | 1,633 | $215.5K | 0.00% | +1,633 | New |
| Sterling Capital Management LLC | 1,687 | $222.4K | 0.00% | −339−16.7% | Reduced |
| Sequoia Financial Advisors, LLC | 1,688 | $222.5K | 0.00% | +1,688 | New |
| Hohimer Wealth Management, LLC | 1,707 | $225.1K | 0.03% | −6−0.4% | Reduced |
| Raymond James Financial Inc | 1,718 | $226.5K | 0.00% | +1,718 | New |
| HSBC Holdings PLC | 1,818 | $239.7K | 0.00% | −203−10.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,834 | $241.8K | 0.00% | +1,834 | New |
| Mackenzie Financial Corp | 1,833 | $243.8K | 0.00% | −17−0.9% | Reduced |
| Smith Shellnut Wilson LLC | 1,850 | $243.9K | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,855 | $244.6K | 0.00% | −2,224−54.5% | Reduced |
| CIBC World Markets Corp | 1,935 | $255.1K | 0.00% | +1,935 | New |