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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: $4.12B
Q1 2021: $2.27BQ2 2021: $2.03BQ3 2021: $2.01BQ4 2021: $2.12BQ1 2022: $1.69BQ2 2022: $1.31BQ3 2022: $1.27BQ4 2022: $1.62BQ1 2023: $1.74BQ2 2023: $2.07BQ3 2023: $1.91BQ4 2023: $2.58BQ1 2024: $2.63BQ2 2024: $2.76BQ3 2024: $3.49BQ4 2024: $3.11BQ1 2025: $3.16BQ2 2025: $3.07BQ3 2025: $3.96BQ4 2025: $4.12BQ1 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$4.12B
Q3 2025231$3.96B
Q2 2025220$3.07B
Q1 2025203$3.16B
Q4 2024207$3.11B
Q3 2024202$3.49B
Q2 2024184$2.76B
Q1 2024193$2.63B
Q4 2023192$2.58B
Q3 2023176$1.91B
Q2 2023169$2.07B
Q1 2023176$1.74B
Q4 2022179$1.62B
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
EverSource Wealth Advisors, LLC339$44.7K0.00%+45+15.3%Added
SageView Advisory Group, LLC338$44.7K0.00%+338New
Nomura Asset Management Co Ltd320$42.2K0.00%00.0%Unchanged
GAMMA Investing LLC288$38.0K0.00%+142+97.3%Added
Signaturefd, LLC266$35.1K0.00%+5+1.9%Added
Smartleaf Asset Management LLC247$32.9K0.00%+68+38.0%Added
Versant Capital Management, Inc246$32.4K0.00%+226+1,130.0%Added
Los Angeles Capital Management LLC250$31.3K0.00%+250New
Caitong International Asset Management Co., Ltd231$30.5K0.01%+228+7,600.0%Added
Root Financial Partners, LLC229$30.2K0.00%+35+18.0%Added
Comerica Bank225$29.7K0.00%−7−3.0%Reduced
Nisa Investment Advisors, LLC225$29.7K0.00%00.0%Unchanged
Bayforest Capital Ltd185$24.4K0.02%+185New
Rockefeller Capital Management L.P.184$24.3K0.00%+184New
Torren Management, LLC174$22.9K0.01%+174New
Parallel Advisors, LLC161$21.3K0.00%+38+30.9%Added
Private Wealth Asset Management, LLC140$18.5K0.00%00.0%Unchanged
Optiver Holding B.V.115$15.2K0.00%−58−33.5%Reduced
Allworth Financial LP115$15.2K0.00%+3+2.7%Added
Pinnacle Wealth Planning Services, Inc.105$13.8K0.00%+105New
Danske Bank A/S100$13.2K0.00%00.0%Unchanged
Bessemer Group Inc95$12.0K0.00%00.0%Unchanged
Quarry LP90$11.9K0.00%+90New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.88$11.6K0.00%00.0%Unchanged
SBI Securities Co., Ltd.80$10.5K0.00%00.0%Unchanged
Larson Financial Group LLC63$8.31K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.53$6.99K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC49$6.46K0.00%+14+40.0%Added
Rothschild Investment LLC44$5.80K0.00%+9+25.7%Added
MAI Capital Management44$5.80K0.00%+44New
Kilter Group LLC40$5.27K0.00%+31+344.4%Added
Ronald Blue Trust, Inc.31$4.09K0.00%+4+14.8%Added
Keating Financial Advisory Services, Inc.30$3.96K0.00%+30New
Farther Finance Advisors, LLC29$3.82K0.00%+6+26.1%Added
Bell Investment Advisors, Inc28$3.69K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.27$3.56K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC20$2.64K0.00%00.0%Unchanged
UMA Financial Services, Inc.17$2.24K0.00%+7+70.0%Added
Fortitude Family Office, LLC15$1.98K0.00%+1+7.1%Added
Bare Financial Services, Inc15$1.98K0.00%+5+50.0%Added
SRS Capital Advisors, Inc.14$1.85K0.00%−42−75.0%Reduced
IMA Wealth, Inc.14$1.84K0.00%+14New
DiNuzzo Private Wealth, Inc.13$1.71K0.00%+1+8.3%Added
Rialto Wealth Management, LLC12$1.58K0.00%+1+9.1%Added
IFP Advisors, Inc12$1.58K0.00%−12−50.0%Reduced
True Wealth Design, LLC12$1.52K0.00%−1−7.7%Reduced
Massmutual Trust Co FSB11$1.45K0.00%+11New
Hughes Financial Services, LLC10$1.32K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.10$1.32K0.00%+10New
Retirement Wealth Solutions LLC9$1.19K0.00%+2+28.6%Added
Bruce G. Allen Investments, LLC8$1.05K0.00%−2−20.0%Reduced
Jones Financial Companies LLLP8$1.05K0.00%00.0%Unchanged
Manchester Capital Management LLC8$1.05K0.00%00.0%Unchanged
Private Wealth Management Group, LLC8$1.05K0.00%00.0%Unchanged
Assetmark, Inc8$1.05K0.00%00.0%Unchanged
Cornerstone Planning Group LLC7$1.03K0.00%−185−96.4%Reduced
SJS Investment Consulting Inc.7$9230.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co7$9230.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC7$9220.00%+2+40.0%Added
HFM Investment Advisors, LLC5$6600.00%−1−16.7%Reduced
Optima Capital LLC5$6590.00%+5New
Essential Partners LLC3$3960.00%00.0%Unchanged
TFC Financial Management1$1320.00%00.0%Unchanged
Rossby Financial, LCC1$1320.00%+1New
Dunhill Financial, LLC1$760.00%+1New
Brandywine Global Investment Management, LLC0$00.00%−108,431−100.0%Sold out
Atom Investors LP0$00.00%−51,821−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−44,501−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−28,872−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−28,360−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−9,028−100.0%Sold out
Federated Hermes, Inc.0$00.00%−8,362−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−3,987−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−2,500−100.0%Sold out
Verition Fund Management LLC0$00.00%−2,230−100.0%Sold out
FORA Capital, LLC0$00.00%−2,212−100.0%Sold out
Ci Investments Inc.0$00.00%−1,780−100.0%Sold out
Longboard Asset Management, LP0$00.00%−1,719−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−1,300−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−379−100.0%Sold out
Principal Securities, Inc.0$00.00%−38−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−20−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−17−100.0%Sold out
Advisory Services Network, LLC0$00.00%−6−100.0%Sold out
Rise Advisors, LLC0$00.00%−5−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−3−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−6−100.0%Sold out
Wolverine Trading, LLC––––Not filed
Bryce Point Capital, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Glenmede Investment Management, LP––––Not filed
Hemington Wealth Management––––Not filed