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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 8,636 | $1.14M | 0.01% | −536−5.8% | Reduced |
| Jump Financial, LLC | 8,255 | $1.09M | 0.01% | −3,590−30.3% | Reduced |
| Capula Management Ltd | 8,076 | $1.06M | 0.01% | +8,076 | New |
| Police & Firemen's Retirement System of New Jersey | 8,033 | $1.06M | 0.01% | −64−0.8% | Reduced |
| State of Wisconsin Investment Board | 8,011 | $1.06M | 0.00% | +5,010+166.9% | Added |
| Sig Brokerage, LP | 7,958 | $1.05M | 0.35% | +1,036+15.0% | Added |
| HighVista Strategies LLC | 7,806 | $1.03M | 0.27% | −531−6.4% | Reduced |
| Handelsbanken Fonder AB | 7,700 | $1.01M | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 7,616 | $1.00M | 0.01% | +4,100+116.6% | Added |
| SG Americas Securities, LLC | 7,602 | $1.00M | 0.00% | +3,988+110.3% | Added |
| Quantinno Capital Management LP | 7,089 | $934.6K | 0.00% | +4,989+237.6% | Added |
| KLP Kapitalforvaltning AS | 6,600 | $870.1K | 0.00% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 6,548 | $863.3K | 1.36% | +6,548 | New |
| BNP Paribas Arbitrage, SA | 6,474 | $853.5K | 0.00% | −6,154−48.7% | Reduced |
| Point72 Asset Management, L.P. | 6,345 | $836.5K | 0.00% | +6,345 | New |
| Vise Technologies, Inc. | 5,563 | $733.4K | 0.01% | +1,077+24.0% | Added |
| Gsa Capital Partners LLP | 5,376 | $709.0K | 0.06% | +5,376 | New |
| ProShare Advisors LLC | 5,346 | $704.8K | 0.00% | +344+6.9% | Added |
| Truist Financial Corp | 5,330 | $702.7K | 0.00% | −1,413−21.0% | Reduced |
| Voya Investment Management LLC | 5,316 | $700.9K | 0.00% | −32−0.6% | Reduced |
| Bridgewater Associates, LP | 5,268 | $694.5K | 0.00% | −720−12.0% | Reduced |
| Pictet Asset Management Holding SA | 5,189 | $684.1K | 0.00% | +397+8.3% | Added |
| Dakota Wealth Management | 5,033 | $663.6K | 0.01% | −68−1.3% | Reduced |
| One Capital Management, LLC | 4,949 | $652.5K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 4,619 | $609.0K | 0.01% | +196+4.4% | Added |
| Fox Run Management, L.L.C. | 4,401 | $580.2K | 0.09% | +4,401 | New |
| Engineers Gate Manager LP | 4,379 | $577.3K | 0.01% | +4,379 | New |
| HRT Financial LP | 4,115 | $542.0K | 0.00% | −12,693−75.5% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 4,000 | $530.4K | 0.11% | +4,000 | New |
| Optimize Financial Inc | 3,899 | $514.0K | 0.26% | +56+1.5% | Added |
| 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 |
| Magnetar Financial LLC | 3,721 | $490.6K | 0.00% | +3,721 | New |
| State Board of Administration of Florida Retirement System | 3,713 | $489.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,630 | $478.6K | 0.01% | +3,630 | New |
| Cynosure Management, LLC | 3,603 | $475.0K | 0.05% | −4,164−53.6% | Reduced |
| QRG Capital Management, Inc. | 3,568 | $470.4K | 0.01% | +226+6.8% | Added |
| Alteri Wealth LLC | 3,365 | $443.6K | 0.14% | 00.0% | Unchanged |
| Aristeia Capital LLC | 3,360 | $443.0K | 0.01% | +3,360 | New |
| Fieldview Capital Management, LLC | 3,357 | $442.6K | 0.08% | +3,357 | New |
| Mariner, LLC | 3,338 | $440.2K | 0.00% | −567−14.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,276 | $432.1K | 0.00% | −227−6.5% | Reduced |
| Caption Management, LLC | 3,060 | $403.4K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 3,050 | $402.1K | 0.00% | +3,050 | New |
| K2 Principal Fund, L.P. | 3,002 | $395.8K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,876 | $379.0K | 0.01% | +2,876 | New |
| Quest Partners LLC | 2,857 | $376.7K | 0.02% | +380+15.3% | Added |
| Swiss Life Asset Management Ltd | 2,828 | $372.8K | 0.00% | +2,828 | New |
| SummitTX Capital, L.P. | 2,795 | $368.5K | 0.01% | +459+19.6% | Added |
| Ensign Peak Advisors, Inc | 2,619 | $345.3K | 0.00% | −3,650−58.2% | Reduced |
| Alamea Verwaltungs GmbH | 3,408 | $340.5K | 0.23% | −551−13.9% | Reduced |
| Jefferies Financial Group Inc. | 2,541 | $335.0K | 0.00% | +2,541 | New |
| Navellier & Associates Inc | 2,500 | $329.6K | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,458 | $324.1K | 0.00% | +2,458 | New |
| Cerity Partners LLC | 2,399 | $316.3K | 0.00% | +164+7.3% | Added |
| Fisher Asset Management, LLC | 2,378 | $313.5K | 0.00% | +2,378 | New |
| Ameritas Investment Partners, Inc. | 2,375 | $313.1K | 0.01% | −69−2.8% | Reduced |
| Persistent Asset Partners Ltd | 2,339 | $308.4K | 0.15% | +2,339 | New |
| Covestor Ltd | 2,313 | $305.0K | 0.16% | +1,746+307.9% | Added |
| Xponance, Inc. | 2,312 | $304.8K | 0.00% | +18+0.8% | Added |
| Forum Financial Management, LP | 2,211 | $291.5K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,160 | $284.8K | 0.01% | +398+22.6% | Added |
| Holocene Advisors, LP | 2,062 | $271.9K | 0.00% | −243,206−99.2% | Reduced |
| Limestone Investment Advisors LP | – | $261.3K | 0.18% | – | – |
| Cullen Capital Management LLC | 1,937 | $255.4K | 0.00% | −949−32.9% | Reduced |
| CIBC World Markets Corp | 1,935 | $255.1K | 0.00% | +1,935 | New |
| Prudential Financial Inc | 1,855 | $244.6K | 0.00% | −2,224−54.5% | Reduced |
| Smith Shellnut Wilson LLC | 1,850 | $243.9K | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,833 | $243.8K | 0.00% | −17−0.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,834 | $241.8K | 0.00% | +1,834 | New |
| HSBC Holdings PLC | 1,818 | $239.7K | 0.00% | −203−10.0% | Reduced |
| Raymond James Financial Inc | 1,718 | $226.5K | 0.00% | +1,718 | New |
| Hohimer Wealth Management, LLC | 1,707 | $225.1K | 0.03% | −6−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,688 | $222.5K | 0.00% | +1,688 | New |
| Sterling Capital Management LLC | 1,687 | $222.4K | 0.00% | −339−16.7% | Reduced |
| M&T Bank Corp | 1,633 | $215.5K | 0.00% | +1,633 | New |
| Abacus Wealth Partners, LLC | 1,623 | $214.0K | 0.02% | +1,623 | New |
| MQS Management LLC | 1,601 | $211.1K | 0.12% | +1,601 | New |
| Royal Bank of Canada | 1,601 | $211.0K | 0.00% | −154−8.8% | Reduced |
| Prelude Capital Management, LLC | 1,598 | $210.7K | 0.02% | +1,598 | New |
| CIBC Asset Management Inc | 1,596 | $210.4K | 0.00% | +1,596 | New |
| Teacher Retirement System of Texas | 1,586 | $209.1K | 0.00% | −3,097−66.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,561 | $205.8K | 0.01% | +1,561 | New |
| STRS Ohio | 1,500 | $197.8K | 0.00% | +400+36.4% | Added |
| Tower Research Capital LLC (TRC) | 1,489 | $196.3K | 0.00% | +706+90.2% | Added |
| Wolverine Asset Management LLC | 1,319 | $173.9K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,280 | $168.8K | 0.01% | +1,280 | New |
| Kemnay Advisory Services Inc. | 1,053 | $138.8K | 0.02% | +1,053 | New |
| KBC Group NV | 925 | $122.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 919 | $121.0K | 0.00% | −7−0.8% | Reduced |
| Parkside Financial Bank & Trust | 887 | $116.9K | 0.01% | −156−15.0% | Reduced |
| US Bancorp | 789 | $104.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 753 | $99.0K | 0.00% | +198+35.7% | Added |
| Public Employees Retirement System of Ohio | 750 | $98.9K | 0.00% | −18−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 628 | $82.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 503 | $66.3K | 0.00% | +286+131.8% | Added |
| Harbor Capital Advisors, Inc. | 496 | $65.0K | 0.01% | −8−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 465 | $61.0K | 0.00% | +121+35.2% | Added |
| Quadrant Capital Group LLC | 459 | $60.5K | 0.00% | +89+24.1% | Added |
| Contravisory Investment Management, Inc. | 409 | $53.9K | 0.01% | 00.0% | Unchanged |