PennyMac Financial Services, Inc.

PFSI

Exchange: NYSE
Industry: Mortgage Bankers & Loan Correspondents
SEC CIK: 0001745916

SEC filings (opens in a new tab)

No open-market purchases or sales by PennyMac Financial Services, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding PennyMac Financial Services, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of PFSI: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	265	5	234	−26
Shares	31.2M	3.17M	33.6M	+5.60M (+20.0%)
Value	$4.12B	$418.1M	$2.94B	−$754.3M (−20.4%)

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to PFSI in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Portfolio Management LLC	1,658,085	$144.9M	0.01%
Donald Smith & Co., Inc.	1,372,204	$119.9M	2.16%
Vanguard Capital Management LLC	1,292,585	$113.0M	0.00%
BlueCrest Capital Management Ltd	351,095	$30.7M	2.88%
Wellington Management Group LLP	272,270	$23.8M	0.00%
Vanguard Fiduciary Trust Co	188,288	$16.5M	0.00%
Canyon Capital Advisors LLC	187,500	$16.4M	2.12%
Symmetry Investments LP	123,496	$10.8M	2.62%
Azora Capital LP	109,878	$9.60M	0.63%
Clearline Capital LP	102,386	$8.95M	0.70%
Helix Partners Management LP	79,000	$6.90M	4.41%
Marshall Wace, LLP	57,503	$5.03M	0.01%
Rubric Capital Management LP	54,727	$4.78M	0.06%
Group One Trading, L.P.	51,832	$4.53M	0.15%
CastleKnight Management LP	44,100	$3.85M	0.18%
Unifi Asset Management LP	35,407	$3.09M	1.77%
Algert Global LLC	27,450	$2.40M	0.04%
Vanguard Asset Management, Ltd	27,413	$2.40M	0.00%
Allianz Asset Management GmbH	23,565	$2.06M	0.00%
Vanguard Global Advisers, LLC	21,832	$1.91M	0.00%
Prana Capital Management, LP	17,410	$1.52M	0.05%
Freestone Grove Partners LP	12,386	$1.08M	0.01%
PEAK6 LLC	10,611	$927.4K	0.03%
VARCOV Co.	7,828	$684.2K	0.26%
Vanguard Investments Australia, Ltd.	7,501	$655.6K	0.00%
Ulysses Management LLC	7,500	$655.5K	0.25%
Palogic Value Management, L.P.	7,500	$655.5K	0.29%
Winton Group Ltd	5,400	$472.0K	0.02%
CSS LLC	5,000	$437.0K	0.02%
Cooper Financial Group	3,099	$270.9K	0.03%
Nordea Investment Management AB	3,122	$266.9K	0.00%
Inceptionr LLC	2,735	$239.0K	0.06%
Empowered Funds, LLC	2,662	$232.7K	0.00%
Blackstone Group Inc.	2,447	$213.9K	0.00%
CI Private Wealth, LLC	2,357	$206.0K	0.00%
Armistice Capital, LLC	2,306	$201.5K	0.01%
Fifth Third Bancorp	275	$24.0K	0.00%
CVA Family Office, LLC	37	$3.23K	0.00%
Valued Wealth Advisors LLC	27	$2.36K	0.00%
Zions Bancorporation, National Association	24	$2.10K	0.00%
JPL Wealth Management, LLC	20	$1.75K	0.00%
Advisory Services Network, LLC	12	$1.05K	0.00%
GWM Advisors LLC	10	$874	0.00%
Twin Peaks Wealth Advisors, LLC	5	$437	0.00%
GHP Investment Advisors, Inc.	2	$175	0.00%
Harbour Investments, Inc.	1	$87	0.00%
Raffa Wealth Management, LLC	1	$87	0.00%
Vermillion Wealth Management, Inc.	1	$87	0.00%
Principia Wealth Advisory, LLC	1	$87	0.00%
Curio Wealth, LLC	1	$87	0.00%

Sold out (76)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of PFSI in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
140 Summer Partners LP	669,892	$88.3M
Senator Investment Group LP	287,093	$37.9M
Goldentree Asset Management LP	227,377	$29.9M
Jane Street Group, LLC	90,255	$11.9M
Concentric Capital Strategies, LP	86,478	$11.4M
Interval Partners, LP	68,319	$9.01M
Two Sigma Advisers, LP	60,000	$7.91M
Balyasny Asset Management LLC	45,391	$5.98M
EAM Investors, LLC	37,009	$4.88M
Renaissance Technologies LLC	32,400	$4.27M
Tudor Investment Corp Et Al	29,118	$3.84M
FJ Capital Management LLC	28,562	$3.77M
Twinbeech Capital LP	27,325	$3.60M
Boothbay Fund Management, LLC	25,226	$3.33M
Hudson Bay Capital Management LP	22,883	$3.02M
Alight Capital Management LP	20,000	$2.64M
Principal Financial Group Inc	10,595	$1.40M
ExodusPoint Capital Management, LP	9,265	$1.22M
Quadrature Capital Ltd	8,999	$1.19M
Jump Financial, LLC	8,255	$1.09M
Sig Brokerage, LP	7,958	$1.05M
PMC FIG Opportunities LLC	6,548	$863.3K
Point72 Asset Management, L.P.	6,345	$836.5K
Gsa Capital Partners LLP	5,376	$709.0K
Truist Financial Corp	5,330	$702.7K
Bridgewater Associates, LP	5,268	$694.5K
Dakota Wealth Management	5,033	$663.6K
Engineers Gate Manager LP	4,379	$577.3K
HRT Financial LP	4,115	$542.0K
Board of Trustees of The Leland Stanford Junior University	4,000	$530.4K
Magnetar Financial LLC	3,721	$490.6K
XTX Topco Ltd	3,630	$478.6K
Cynosure Management, LLC	3,603	$475.0K
Fieldview Capital Management, LLC	3,357	$442.6K
Virginia Retirement Systems Et Al	3,050	$402.1K
Virtu Financial LLC	2,876	$379.0K
Quest Partners LLC	2,857	$376.7K
Swiss Life Asset Management Ltd	2,828	$372.8K
SummitTX Capital, L.P.	2,795	$368.5K
Jefferies Financial Group Inc.	2,541	$335.0K
Glenmede Trust Co NA	2,458	$324.1K
Cerity Partners LLC	2,399	$316.3K
Fisher Asset Management, LLC	2,378	$313.5K
Persistent Asset Partners Ltd	2,339	$308.4K
Forum Financial Management, LP	2,211	$291.5K
Meeder Advisory Services, Inc.	2,160	$284.8K
Limestone Investment Advisors LP	–	$261.3K
Smith Shellnut Wilson LLC	1,850	$243.9K
Mackenzie Financial Corp	1,833	$243.8K
Universal- Beteiligungs- und Servicegesellschaft mbH	1,834	$241.8K
HSBC Holdings PLC	1,818	$239.7K
Raymond James Financial Inc	1,718	$226.5K
Sequoia Financial Advisors, LLC	1,688	$222.5K
M&T Bank Corp	1,633	$215.5K
Abacus Wealth Partners, LLC	1,623	$214.0K
MQS Management LLC	1,601	$211.1K
Prelude Capital Management, LLC	1,598	$210.7K
CIBC Asset Management Inc	1,596	$210.4K
Teacher Retirement System of Texas	1,586	$209.1K
Campbell & CO Investment Adviser LLC	1,561	$205.8K
STRS Ohio	1,500	$197.8K
Centiva Capital, LP	1,280	$168.8K
Amalgamated Bank	919	$121.0K
Clearstead Advisors, LLC	503	$66.3K
Contravisory Investment Management, Inc.	409	$53.9K
SageView Advisory Group, LLC	338	$44.7K
Caitong International Asset Management Co., Ltd	231	$30.5K
Bayforest Capital Ltd	185	$24.4K
Danske Bank A/S	100	$13.2K
UMA Financial Services, Inc.	17	$2.24K
True Wealth Design, LLC	12	$1.52K
Massmutual Trust Co FSB	11	$1.45K
Cornerstone Planning Group LLC	7	$1.03K
Northwestern Mutual Wealth Management Co	7	$923
Optima Capital LLC	5	$659
Dunhill Financial, LLC	1	$76

Not filed for Q1 2026 yet (5)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	2,832,737	$373.5M
Norges Bank	335,911	$44.3M
CIBC World Markets Corp	1,935	$255.1K
CIBC Private Wealth Group, LLC	628	$82.8K
Comerica Bank	225	$29.7K