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, Q1 2026
Institutional positions in PennyMac Financial Services, Inc. as of Mar 31, 2026. 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
- 234
- −26 vs. Q4 2025
- Shares held
- 33.6M
- +5.60M (+20.0%) vs. Q4 2025
- Total value
- $2.94B
- −$754.3M (−20.4%) vs. Q4 2025
- New holders
- 50
- 85 more added
- Sold out
- 76
- 72 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $396.1M | 8.30% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3,600,780 | $314.7M | 0.22% | −2,787−0.1% | Reduced |
| Millennium Management LLC | 2,385,760 | $208.5M | 0.16% | +2,325,644+3,868.6% | Added |
| BlackRock, Inc. | 2,203,681 | $192.6M | 0.00% | −9,022−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,916,271 | $167.5M | 0.03% | +126,902+7.1% | Added |
| Vanguard Portfolio Management LLC | 1,658,085 | $144.9M | 0.01% | +1,658,085 | New |
| Donald Smith & Co., Inc. | 1,372,204 | $119.9M | 2.16% | +1,372,204 | New |
| Vanguard Capital Management LLC | 1,292,585 | $113.0M | 0.00% | +1,292,585 | New |
| Citadel Advisors LLC | 1,158,148 | $101.2M | 0.07% | +732,864+172.3% | Added |
| State Street Corp | 857,152 | $74.9M | 0.00% | +42,996+5.3% | Added |
| Invesco Ltd. | 849,113 | $74.2M | 0.01% | −720,071−45.9% | Reduced |
| FMR LLC | 749,341 | $65.5M | 0.00% | −1,477,290−66.3% | Reduced |
| Geode Capital Management, LLC | 707,944 | $61.9M | 0.00% | +15,640+2.3% | Added |
| Goldman Sachs Group Inc | 669,851 | $58.5M | 0.01% | +105,934+18.8% | Added |
| Senvest Management, LLC | 508,633 | $44.5M | 1.48% | +91,300+21.9% | Added |
| Charles Schwab Investment Management Inc | 468,772 | $41.0M | 0.01% | +27,371+6.2% | Added |
| Basswood Capital Management, L.L.C. | 461,352 | $40.3M | 2.05% | −89,575−16.3% | Reduced |
| American Century Companies Inc | 432,485 | $37.8M | 0.02% | +5,503+1.3% | Added |
| Bank of America Corp | 379,429 | $33.2M | 0.00% | +240,902+173.9% | Added |
| Boston Partners | 362,101 | $31.8M | 0.03% | +38,277+11.8% | Added |
| BlueCrest Capital Management Ltd | 351,095 | $30.7M | 2.88% | +351,095 | New |
| Susquehanna International Group, LLP | 309,867 | $27.1M | 0.04% | +299,492+2,886.7% | Added |
| Kinetic Partners Management, LP | 308,800 | $27.0M | 1.51% | +182,900+145.3% | Added |
| Wellington Management Group LLP | 272,270 | $23.8M | 0.00% | +272,270 | New |
| Northern Trust Corp | 268,007 | $23.4M | 0.00% | +8,760+3.4% | Added |
| Janus Henderson Group PLC | 267,868 | $23.4M | 0.01% | +254,354+1,882.2% | Added |
| Ameriprise Financial Inc | 266,600 | $23.3M | 0.01% | −80,171−23.1% | Reduced |
| Bank of New York Mellon Corp | 235,734 | $20.6M | 0.00% | −20,164−7.9% | Reduced |
| Holocene Advisors, LP | 228,911 | $20.0M | 0.05% | +226,849+11,001.4% | Added |
| Massachusetts Financial Services Co | 205,178 | $17.9M | 0.01% | −10,815−5.0% | Reduced |
| Vanguard Fiduciary Trust Co | 188,288 | $16.5M | 0.00% | +188,288 | New |
| Canyon Capital Advisors LLC | 187,500 | $16.4M | 2.12% | +187,500 | New |
| JPMorgan Chase & Co | 191,841 | $16.3M | 0.00% | −406,686−67.9% | Reduced |
| UBS Group AG | 183,736 | $16.1M | 0.00% | +99,197+117.3% | Added |
| Qube Research & Technologies Ltd | 153,722 | $13.4M | 0.02% | −43,880−22.2% | Reduced |
| Lightrock Netherlands B.V. | 152,213 | $13.3M | 3.00% | +27,900+22.4% | Added |
| Prescott Group Capital Management, L.L.C. | 145,963 | $12.8M | 1.27% | +109,948+305.3% | Added |
| Alliancebernstein L.P. | 85,239 | $11.2M | 0.00% | −1,151−1.3% | Reduced |
| Symmetry Investments LP | 123,496 | $10.8M | 2.62% | +123,496 | New |
| Morgan Stanley | 118,851 | $10.4M | 0.00% | −25,241−17.5% | Reduced |
| Azora Capital LP | 109,878 | $9.60M | 0.63% | +109,878 | New |
| Palisade Capital Management LLC | 105,501 | $9.22M | 0.31% | −77,968−42.5% | Reduced |
| Clearline Capital LP | 102,386 | $8.95M | 0.70% | +102,386 | New |
| BW Gestao de Investimentos Ltda. | 87,500 | $7.65M | 0.34% | −2,500−2.8% | Reduced |
| K2 Principal Fund, L.P. | 81,002 | $7.08M | 0.75% | +78,000+2,598.3% | Added |
| Helix Partners Management LP | 79,000 | $6.90M | 4.41% | +79,000 | New |
| UBS Asset Management Americas Inc | 76,090 | $6.65M | 0.00% | +986+1.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 69,366 | $6.06M | 1.94% | +25,579+58.4% | Added |
| Dark Forest Capital Management LP | 67,075 | $5.86M | 0.52% | −16,316−19.6% | Reduced |
| 1832 Asset Management L.P. | 66,700 | $5.83M | 0.01% | +8,100+13.8% | Added |
| EMG Holdings, L.P. | 65,727 | $5.74M | 8.44% | +45,727+228.6% | Added |
| Nuveen, LLC | 65,644 | $5.74M | 0.00% | −84,636−56.3% | Reduced |
| Squarepoint Ops LLC | 63,231 | $5.53M | 0.01% | +46,741+283.5% | Added |
| TD Asset Management Inc | 63,174 | $5.52M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 61,700 | $5.39M | 0.00% | +500+0.8% | Added |
| Kempen Capital Management N.V. | 59,592 | $5.21M | 0.05% | −3,347−5.3% | Reduced |
| Marshall Wace, LLP | 57,503 | $5.03M | 0.01% | +57,503 | New |
| Rubric Capital Management LP | 54,727 | $4.78M | 0.06% | +54,727 | New |
| IMC-Chicago, LLC | 52,671 | $4.60M | 0.07% | +23,940+83.3% | Added |
| Group One Trading, L.P. | 51,832 | $4.53M | 0.15% | +51,832 | New |
| AQR Capital Management LLC | 50,974 | $4.46M | 0.00% | +29,158+133.7% | Added |
| New York State Common Retirement Fund | 47,924 | $4.19M | 0.01% | −24,277−33.6% | Reduced |
| Two Sigma Investments, LP | 47,824 | $4.18M | 0.00% | −165,347−77.6% | Reduced |
| South Dakota Investment Council | 46,038 | $4.02M | 0.08% | +9,400+25.7% | Added |
| Citigroup Inc | 44,167 | $3.86M | 0.00% | +8,442+23.6% | Added |
| CastleKnight Management LP | 44,100 | $3.85M | 0.18% | +44,100 | New |
| Y-Intercept (Hong Kong) Ltd | 43,605 | $3.81M | 0.07% | +29,557+210.4% | Added |
| Clough Capital Partners L P | 42,930 | $3.75M | 0.36% | +2,040+5.0% | Added |
| Rhumbline Advisers | 40,290 | $3.52M | 0.00% | −531−1.3% | Reduced |
| Price T Rowe Associates Inc | 38,737 | $3.39M | 0.00% | −632,288−94.2% | Reduced |
| Barclays PLC | 36,717 | $3.21M | 0.00% | −29,210−44.3% | Reduced |
| California State Teachers Retirement System | 36,474 | $3.19M | 0.00% | +7,161+24.4% | Added |
| Unifi Asset Management LP | 35,407 | $3.09M | 1.77% | +35,407 | New |
| Schonfeld Strategic Advisors LLC | 34,862 | $3.05M | 0.02% | −13,429−27.8% | Reduced |
| Brevan Howard Capital Management LP | 33,685 | $2.94M | 0.03% | −5,836−14.8% | Reduced |
| Algert Global LLC | 27,450 | $2.40M | 0.04% | +27,450 | New |
| Vanguard Asset Management, Ltd | 27,413 | $2.40M | 0.00% | +27,413 | New |
| Legal & General Group Plc | 27,358 | $2.39M | 0.00% | −5,191−15.9% | Reduced |
| Man Group plc | 26,404 | $2.31M | 0.00% | +10,804+69.3% | Added |
| Deutsche Bank AG | 26,015 | $2.27M | 0.00% | +2,864+12.4% | Added |
| State of New Jersey Common Pension Fund D | 23,841 | $2.08M | 0.01% | +6,576+38.1% | Added |
| Allianz Asset Management GmbH | 23,565 | $2.06M | 0.00% | +23,565 | New |
| Aquatic Capital Management LLC | 22,780 | $1.99M | 0.06% | +12,234+116.0% | Added |
| Vanguard Global Advisers, LLC | 21,832 | $1.91M | 0.00% | +21,832 | New |
| Walleye Capital LLC | 19,940 | $1.74M | 0.01% | −2,598−11.5% | Reduced |
| First Trust Advisors LP | 18,896 | $1.65M | 0.00% | +2,088+12.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,044 | $1.58M | 0.00% | +7,699+74.4% | Added |
| Prana Capital Management, LP | 17,410 | $1.52M | 0.05% | +17,410 | New |
| Russell Investments Group, Ltd. | 17,301 | $1.51M | 0.00% | −1,477−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 17,025 | $1.49M | 0.00% | +67+0.4% | Added |
| MetLife Investment Management | 15,948 | $1.39M | 0.01% | −391−2.4% | Reduced |
| SEI Investments Co | 15,345 | $1.34M | 0.00% | −9,856−39.1% | Reduced |
| Creative Planning | 14,631 | $1.28M | 0.00% | −3,490−19.3% | Reduced |
| Handelsbanken Fonder AB | 14,500 | $1.27M | 0.00% | +6,800+88.3% | Added |
| Mercer Global Advisors Inc | 13,921 | $1.22M | 0.00% | +3,754+36.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,733 | $1.20M | 0.00% | +165+1.2% | Added |
| Franklin Resources Inc | 13,117 | $1.15M | 0.00% | +1,842+16.3% | Added |
| Freestone Grove Partners LP | 12,386 | $1.08M | 0.01% | +12,386 | New |
| Wells Fargo & Company | 12,291 | $1.07M | 0.00% | −28,702−70.0% | Reduced |
| Quantinno Capital Management LP | 11,198 | $978.7K | 0.00% | +4,109+58.0% | Added |