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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 1,937 | $255.4K | 0.00% | −949−32.9% | Reduced |
| Limestone Investment Advisors LP | – | $261.3K | 0.18% | – | – |
| Holocene Advisors, LP | 2,062 | $271.9K | 0.00% | −243,206−99.2% | Reduced |
| Meeder Advisory Services, Inc. | 2,160 | $284.8K | 0.01% | +398+22.6% | Added |
| Forum Financial Management, LP | 2,211 | $291.5K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,312 | $304.8K | 0.00% | +18+0.8% | Added |
| Covestor Ltd | 2,313 | $305.0K | 0.16% | +1,746+307.9% | Added |
| Persistent Asset Partners Ltd | 2,339 | $308.4K | 0.15% | +2,339 | New |
| Ameritas Investment Partners, Inc. | 2,375 | $313.1K | 0.01% | −69−2.8% | Reduced |
| Fisher Asset Management, LLC | 2,378 | $313.5K | 0.00% | +2,378 | New |
| Cerity Partners LLC | 2,399 | $316.3K | 0.00% | +164+7.3% | Added |
| Glenmede Trust Co NA | 2,458 | $324.1K | 0.00% | +2,458 | New |
| Navellier & Associates Inc | 2,500 | $329.6K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,541 | $335.0K | 0.00% | +2,541 | New |
| Alamea Verwaltungs GmbH | 3,408 | $340.5K | 0.23% | −551−13.9% | Reduced |
| Ensign Peak Advisors, Inc | 2,619 | $345.3K | 0.00% | −3,650−58.2% | Reduced |
| SummitTX Capital, L.P. | 2,795 | $368.5K | 0.01% | +459+19.6% | Added |
| Swiss Life Asset Management Ltd | 2,828 | $372.8K | 0.00% | +2,828 | New |
| Quest Partners LLC | 2,857 | $376.7K | 0.02% | +380+15.3% | Added |
| Virtu Financial LLC | 2,876 | $379.0K | 0.01% | +2,876 | New |
| K2 Principal Fund, L.P. | 3,002 | $395.8K | 0.04% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 3,050 | $402.1K | 0.00% | +3,050 | New |
| Caption Management, LLC | 3,060 | $403.4K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,276 | $432.1K | 0.00% | −227−6.5% | Reduced |
| Mariner, LLC | 3,338 | $440.2K | 0.00% | −567−14.5% | Reduced |
| Fieldview Capital Management, LLC | 3,357 | $442.6K | 0.08% | +3,357 | New |
| Aristeia Capital LLC | 3,360 | $443.0K | 0.01% | +3,360 | New |
| Alteri Wealth LLC | 3,365 | $443.6K | 0.14% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,568 | $470.4K | 0.01% | +226+6.8% | Added |
| Cynosure Management, LLC | 3,603 | $475.0K | 0.05% | −4,164−53.6% | Reduced |
| XTX Topco Ltd | 3,630 | $478.6K | 0.01% | +3,630 | New |
| State Board of Administration of Florida Retirement System | 3,713 | $489.5K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 3,721 | $490.6K | 0.00% | +3,721 | New |
| Great West Life Assurance Co | 3,781 | $499.0K | 0.00% | −12,455−76.7% | Reduced |
| Public Employees Retirement Association of Colorado | 3,787 | $499.0K | 0.00% | 00.0% | Unchanged |
| Optimize Financial Inc | 3,899 | $514.0K | 0.26% | +56+1.5% | Added |
| Board of Trustees of The Leland Stanford Junior University | 4,000 | $530.4K | 0.11% | +4,000 | New |
| HRT Financial LP | 4,115 | $542.0K | 0.00% | −12,693−75.5% | Reduced |
| Engineers Gate Manager LP | 4,379 | $577.3K | 0.01% | +4,379 | New |
| Fox Run Management, L.L.C. | 4,401 | $580.2K | 0.09% | +4,401 | New |
| JustInvest LLC | 4,619 | $609.0K | 0.01% | +196+4.4% | Added |
| One Capital Management, LLC | 4,949 | $652.5K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 5,033 | $663.6K | 0.01% | −68−1.3% | Reduced |
| Pictet Asset Management Holding SA | 5,189 | $684.1K | 0.00% | +397+8.3% | Added |
| Bridgewater Associates, LP | 5,268 | $694.5K | 0.00% | −720−12.0% | Reduced |
| Voya Investment Management LLC | 5,316 | $700.9K | 0.00% | −32−0.6% | Reduced |
| Truist Financial Corp | 5,330 | $702.7K | 0.00% | −1,413−21.0% | Reduced |
| ProShare Advisors LLC | 5,346 | $704.8K | 0.00% | +344+6.9% | Added |
| Gsa Capital Partners LLP | 5,376 | $709.0K | 0.06% | +5,376 | New |
| Vise Technologies, Inc. | 5,563 | $733.4K | 0.01% | +1,077+24.0% | Added |
| Point72 Asset Management, L.P. | 6,345 | $836.5K | 0.00% | +6,345 | New |
| BNP Paribas Arbitrage, SA | 6,474 | $853.5K | 0.00% | −6,154−48.7% | Reduced |
| PMC FIG Opportunities LLC | 6,548 | $863.3K | 1.36% | +6,548 | New |
| KLP Kapitalforvaltning AS | 6,600 | $870.1K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,089 | $934.6K | 0.00% | +4,989+237.6% | Added |
| SG Americas Securities, LLC | 7,602 | $1.00M | 0.00% | +3,988+110.3% | Added |
| Jain Global LLC | 7,616 | $1.00M | 0.01% | +4,100+116.6% | Added |
| Handelsbanken Fonder AB | 7,700 | $1.01M | 0.00% | 00.0% | Unchanged |
| HighVista Strategies LLC | 7,806 | $1.03M | 0.27% | −531−6.4% | Reduced |
| Sig Brokerage, LP | 7,958 | $1.05M | 0.35% | +1,036+15.0% | Added |
| State of Wisconsin Investment Board | 8,011 | $1.06M | 0.00% | +5,010+166.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,033 | $1.06M | 0.01% | −64−0.8% | Reduced |
| Capula Management Ltd | 8,076 | $1.06M | 0.01% | +8,076 | New |
| Jump Financial, LLC | 8,255 | $1.09M | 0.01% | −3,590−30.3% | Reduced |
| Arizona State Retirement System | 8,636 | $1.14M | 0.01% | −536−5.8% | Reduced |
| Quadrature Capital Ltd | 8,999 | $1.19M | 0.01% | +8,999 | New |
| ExodusPoint Capital Management, LP | 9,265 | $1.22M | 0.01% | +9,265 | New |
| Quantbot Technologies LP | 9,670 | $1.27M | 0.04% | +9,670 | New |
| Mercer Global Advisors Inc | 10,167 | $1.34M | 0.00% | +504+5.2% | Added |
| Intech Investment Management LLC | 10,314 | $1.36M | 0.01% | +1,185+13.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,345 | $1.36M | 0.00% | +372+3.7% | Added |
| Susquehanna International Group, LLP | 10,375 | $1.37M | 0.00% | +3,683+55.0% | Added |
| NewEdge Wealth, LLC | 10,452 | $1.38M | 0.02% | +52+0.5% | Added |
| Aquatic Capital Management LLC | 10,546 | $1.39M | 0.04% | +10,546 | New |
| Principal Financial Group Inc | 10,595 | $1.40M | 0.00% | −18,002−63.0% | Reduced |
| Franklin Resources Inc | 11,275 | $1.49M | 0.00% | +770+7.3% | Added |
| Victory Capital Management Inc | 11,351 | $1.50M | 0.00% | −427−3.6% | Reduced |
| Janus Henderson Group PLC | 13,514 | $1.78M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,568 | $1.79M | 0.00% | −23−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,048 | $1.85M | 0.04% | −2,344−14.3% | Reduced |
| Simplex Trading, LLC | 15,151 | $2.00M | 0.06% | +6,747+80.3% | Added |
| Man Group plc | 15,600 | $2.06M | 0.00% | +2,768+21.6% | Added |
| MetLife Investment Management | 16,339 | $2.15M | 0.01% | −681−4.0% | Reduced |
| Squarepoint Ops LLC | 16,490 | $2.17M | 0.00% | −975−5.6% | Reduced |
| First Trust Advisors LP | 16,808 | $2.22M | 0.00% | −13,917−45.3% | Reduced |
| Manufacturers Life Insurance Company, The | 16,958 | $2.24M | 0.00% | −439−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 17,265 | $2.28M | 0.01% | −3,308−16.1% | Reduced |
| Creative Planning | 18,121 | $2.39M | 0.00% | +3,835+26.8% | Added |
| Russell Investments Group, Ltd. | 18,778 | $2.48M | 0.00% | +1,907+11.3% | 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 |
| AQR Capital Management LLC | 21,816 | $2.88M | 0.00% | +3,166+17.0% | Added |
| Walleye Capital LLC | 22,538 | $2.97M | 0.02% | +22,538 | New |
| Hudson Bay Capital Management LP | 22,883 | $3.02M | 0.02% | −22,265−49.3% | Reduced |
| Deutsche Bank AG | 23,151 | $3.05M | 0.00% | +612+2.7% | Added |
| SEI Investments Co | 25,201 | $3.32M | 0.00% | +3,056+13.8% | Added |
| Boothbay Fund Management, LLC | 25,226 | $3.33M | 0.09% | +25,226 | New |
| Twinbeech Capital LP | 27,325 | $3.60M | 0.26% | +27,325 | New |
| FJ Capital Management LLC | 28,562 | $3.77M | 0.42% | −22,997−44.6% | Reduced |
| IMC-Chicago, LLC | 28,731 | $3.79M | 0.07% | −24,508−46.0% | Reduced |