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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1 | $87 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $87 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $87 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $87 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $87 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $88 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $175 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $262 | 0.00% | −7−70.0% | Reduced |
| Retirement Wealth Solutions LLC | 3 | $263 | 0.00% | −6−66.7% | Reduced |
| Rossby Financial, LCC | 3 | $263 | 0.00% | +2+200.0% | Added |
| HFM Investment Advisors, LLC | 4 | $350 | 0.00% | −1−20.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 5 | $437 | 0.00% | +5 | New |
| Assetmark, Inc | 7 | $612 | 0.00% | −1−12.5% | Reduced |
| Manchester Capital Management LLC | 8 | $700 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $700 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 9 | $787 | 0.00% | −81−90.0% | Reduced |
| Rialto Wealth Management, LLC | 9 | $787 | 0.00% | −3−25.0% | Reduced |
| Bruce G. Allen Investments, LLC | 9 | $787 | 0.00% | +1+12.5% | Added |
| Godfrey Financial Associates, Inc. | 10 | $874 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10 | $874 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $962 | 0.00% | −2−15.4% | Reduced |
| SJS Investment Consulting Inc. | 11 | $962 | 0.00% | +4+57.1% | Added |
| Advisory Services Network, LLC | 12 | $1.05K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $1.14K | 0.00% | +6+85.7% | Added |
| IMA Wealth, Inc. | 14 | $1.22K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $1.31K | 0.00% | +3+25.0% | Added |
| Steward Partners Investment Advisory, LLC | 20 | $1.75K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $1.75K | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 21 | $1.83K | 0.00% | −9−30.0% | Reduced |
| Bell Investment Advisors, Inc | 22 | $1.92K | 0.00% | −6−21.4% | Reduced |
| Zions Bancorporation, National Association | 24 | $2.10K | 0.00% | +24 | New |
| Ronald Blue Trust, Inc. | 27 | $2.36K | 0.00% | −4−12.9% | Reduced |
| Valued Wealth Advisors LLC | 27 | $2.36K | 0.00% | +27 | New |
| Larson Financial Group LLC | 28 | $2.45K | 0.00% | −35−55.6% | Reduced |
| Farther Finance Advisors, LLC | 28 | $2.46K | 0.00% | −1−3.4% | Reduced |
| Fortitude Family Office, LLC | 34 | $2.97K | 0.00% | +19+126.7% | Added |
| Bare Financial Services, Inc | 34 | $2.97K | 0.00% | +19+126.7% | Added |
| CVA Family Office, LLC | 37 | $3.23K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 48 | $4.20K | 0.00% | −1−2.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 53 | $4.63K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 54 | $4.72K | 0.00% | +10+22.7% | Added |
| Kilter Group LLC | 65 | $5.68K | 0.00% | +25+62.5% | Added |
| Torren Management, LLC | 80 | $6.96K | 0.00% | −94−54.0% | Reduced |
| SBI Securities Co., Ltd. | 80 | $6.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 84 | $7.34K | 0.00% | −31−27.0% | Reduced |
| Essential Partners LLC | 84 | $7.34K | 0.00% | +81+2,700.0% | Added |
| GAMMA Investing LLC | 88 | $7.69K | 0.00% | −200−69.4% | Reduced |
| SRS Capital Advisors, Inc. | 101 | $8.83K | 0.00% | +87+621.4% | Added |
| Parallel Advisors, LLC | 101 | $8.83K | 0.00% | −60−37.3% | Reduced |
| Bessemer Group Inc | 95 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 104 | $9.09K | 0.00% | −11−9.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 105 | $9.18K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 116 | $10.1K | 0.00% | +72+163.6% | Added |
| Covestor Ltd | 124 | $11.0K | 0.01% | −2,189−94.6% | Reduced |
| Private Wealth Asset Management, LLC | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 162 | $14.2K | 0.00% | −104−39.1% | Reduced |
| Root Financial Partners, LLC | 171 | $14.9K | 0.00% | −58−25.3% | Reduced |
| Quadrant Capital Group LLC | 200 | $17.5K | 0.00% | −259−56.4% | Reduced |
| Kemnay Advisory Services Inc. | 213 | $18.6K | 0.00% | −840−79.8% | Reduced |
| Nisa Investment Advisors, LLC | 234 | $20.5K | 0.00% | +9+4.0% | Added |
| Los Angeles Capital Management LLC | 250 | $21.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 278 | $23.6K | 0.00% | +31+12.6% | Added |
| The PNC Financial Services Group, Inc. | 272 | $23.8K | 0.00% | +245+907.4% | Added |
| Fifth Third Bancorp | 275 | $24.0K | 0.00% | +275 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 288 | $25.2K | 0.00% | +200+227.3% | Added |
| Versant Capital Management, Inc | 297 | $26.0K | 0.00% | +51+20.7% | Added |
| EverSource Wealth Advisors, LLC | 314 | $27.4K | 0.00% | −25−7.4% | Reduced |
| Jones Financial Companies LLLP | 325 | $27.8K | 0.00% | +317+3,962.5% | Added |
| Nomura Asset Management Co Ltd | 320 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 352 | $30.8K | 0.00% | −9,318−96.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 603 | $52.7K | 0.00% | +138+29.7% | Added |
| Harbor Capital Advisors, Inc. | 639 | $56.0K | 0.00% | +143+28.8% | Added |
| Rockefeller Capital Management L.P. | 784 | $68.5K | 0.00% | +600+326.1% | Added |
| Royal Bank of Canada | 789 | $69.0K | 0.00% | −812−50.7% | Reduced |
| Public Employees Retirement System of Ohio | 810 | $70.8K | 0.00% | +60+8.0% | Added |
| KBC Group NV | 925 | $81.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 969 | $84.7K | 0.00% | −718−42.6% | Reduced |
| US Bancorp | 992 | $86.7K | 0.00% | +203+25.7% | Added |
| Parkside Financial Bank & Trust | 1,058 | $92.5K | 0.01% | +171+19.3% | Added |
| Armistice Capital, LLC | 2,306 | $201.5K | 0.01% | +2,306 | New |
| CI Private Wealth, LLC | 2,357 | $206.0K | 0.00% | +2,357 | New |
| Ameritas Investment Partners, Inc. | 2,375 | $207.6K | 0.01% | 00.0% | Unchanged |
| Blackstone Group Inc. | 2,447 | $213.9K | 0.00% | +2,447 | New |
| Hohimer Wealth Management, LLC | 2,455 | $214.6K | 0.03% | +748+43.8% | Added |
| Navellier & Associates Inc | 2,500 | $218.5K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,619 | $228.9K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,662 | $232.7K | 0.00% | +2,662 | New |
| Inceptionr LLC | 2,735 | $239.0K | 0.06% | +2,735 | New |
| Xponance, Inc. | 2,766 | $241.7K | 0.00% | +454+19.6% | Added |
| Mariner, LLC | 2,876 | $251.5K | 0.00% | −462−13.8% | Reduced |
| CWM, LLC | 2,991 | $261.4K | 0.00% | +2,238+297.2% | Added |
| Nordea Investment Management AB | 3,122 | $266.9K | 0.00% | +3,122 | New |
| Caption Management, LLC | 3,060 | $267.4K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,068 | $268.1K | 0.00% | +1,749+132.6% | Added |
| Cooper Financial Group | 3,099 | $270.9K | 0.03% | +3,099 | New |
| Tower Research Capital LLC (TRC) | 3,209 | $280.5K | 0.01% | +1,720+115.5% | Added |
| Advisor Group Holdings, Inc. | 3,255 | $284.6K | 0.00% | −21−0.6% | Reduced |
| Alteri Wealth LLC | 3,365 | $294.1K | 0.10% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 3,408 | $297.9K | 0.22% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,610 | $315.5K | 0.00% | +42+1.2% | Added |