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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 3,713 | $324.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,787 | $331.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,781 | $333.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,238 | $370.4K | 0.00% | −1,108−20.7% | Reduced |
| Prudential Financial Inc | 4,660 | $407.3K | 0.00% | +2,805+151.2% | Added |
| One Capital Management, LLC | 4,831 | $422.2K | 0.01% | −118−2.4% | Reduced |
| Aristeia Capital LLC | 4,930 | $430.9K | 0.01% | +1,570+46.7% | Added |
| CSS LLC | 5,000 | $437.0K | 0.02% | +5,000 | New |
| JustInvest LLC | 5,023 | $439.0K | 0.00% | +404+8.7% | Added |
| Voya Investment Management LLC | 5,070 | $443.1K | 0.00% | −246−4.6% | Reduced |
| Winton Group Ltd | 5,400 | $472.0K | 0.02% | +5,400 | New |
| Pictet Asset Management Holding SA | 5,518 | $482.3K | 0.00% | +329+6.3% | Added |
| Jain Global LLC | 5,524 | $482.8K | 0.01% | −2,092−27.5% | Reduced |
| Optimize Financial Inc | 5,526 | $483.0K | 0.24% | +1,627+41.7% | Added |
| Simplex Trading, LLC | 5,535 | $483.8K | 0.01% | −9,616−63.5% | Reduced |
| Cullen Capital Management LLC | 5,743 | $501.9K | 0.01% | +3,806+196.5% | Added |
| BNP Paribas Arbitrage, SA | 6,334 | $553.6K | 0.00% | −140−2.2% | Reduced |
| Capula Management Ltd | 6,602 | $577.0K | 0.01% | −1,474−18.3% | Reduced |
| KLP Kapitalforvaltning AS | 6,900 | $603.1K | 0.00% | +300+4.5% | Added |
| HighVista Strategies LLC | 7,306 | $638.5K | 0.18% | −500−6.4% | Reduced |
| Intech Investment Management LLC | 7,406 | $647.3K | 0.01% | −2,908−28.2% | Reduced |
| Ulysses Management LLC | 7,500 | $655.5K | 0.25% | +7,500 | New |
| Palogic Value Management, L.P. | 7,500 | $655.5K | 0.29% | +7,500 | New |
| Vanguard Investments Australia, Ltd. | 7,501 | $655.6K | 0.00% | +7,501 | New |
| VARCOV Co. | 7,828 | $684.2K | 0.26% | +7,828 | New |
| Police & Firemen's Retirement System of New Jersey | 8,033 | $702.1K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,563 | $733.4K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,567 | $748.8K | 0.00% | −69−0.8% | Reduced |
| State of Wisconsin Investment Board | 9,658 | $844.1K | 0.00% | +1,647+20.6% | Added |
| Victory Capital Management Inc | 9,926 | $867.5K | 0.00% | −1,425−12.6% | Reduced |
| NewEdge Wealth, LLC | 10,400 | $909.0K | 0.01% | −52−0.5% | Reduced |
| PEAK6 LLC | 10,611 | $927.4K | 0.03% | +10,611 | New |
| SG Americas Securities, LLC | 10,829 | $946.0K | 0.00% | +3,227+42.4% | Added |
| Fox Run Management, L.L.C. | 11,316 | $960.7K | 0.17% | +6,915+157.1% | Added |
| Quantinno Capital Management LP | 11,198 | $978.7K | 0.00% | +4,109+58.0% | Added |
| Wells Fargo & Company | 12,291 | $1.07M | 0.00% | −28,702−70.0% | Reduced |
| Freestone Grove Partners LP | 12,386 | $1.08M | 0.01% | +12,386 | New |
| Franklin Resources Inc | 13,117 | $1.15M | 0.00% | +1,842+16.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,733 | $1.20M | 0.00% | +165+1.2% | Added |
| Mercer Global Advisors Inc | 13,921 | $1.22M | 0.00% | +3,754+36.9% | Added |
| Handelsbanken Fonder AB | 14,500 | $1.27M | 0.00% | +6,800+88.3% | Added |
| Creative Planning | 14,631 | $1.28M | 0.00% | −3,490−19.3% | Reduced |
| SEI Investments Co | 15,345 | $1.34M | 0.00% | −9,856−39.1% | Reduced |
| MetLife Investment Management | 15,948 | $1.39M | 0.01% | −391−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 17,025 | $1.49M | 0.00% | +67+0.4% | Added |
| Russell Investments Group, Ltd. | 17,301 | $1.51M | 0.00% | −1,477−7.9% | Reduced |
| Prana Capital Management, LP | 17,410 | $1.52M | 0.05% | +17,410 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,044 | $1.58M | 0.00% | +7,699+74.4% | Added |
| First Trust Advisors LP | 18,896 | $1.65M | 0.00% | +2,088+12.4% | Added |
| Walleye Capital LLC | 19,940 | $1.74M | 0.01% | −2,598−11.5% | Reduced |
| Vanguard Global Advisers, LLC | 21,832 | $1.91M | 0.00% | +21,832 | New |
| Aquatic Capital Management LLC | 22,780 | $1.99M | 0.06% | +12,234+116.0% | Added |
| Allianz Asset Management GmbH | 23,565 | $2.06M | 0.00% | +23,565 | New |
| State of New Jersey Common Pension Fund D | 23,841 | $2.08M | 0.01% | +6,576+38.1% | Added |
| Deutsche Bank AG | 26,015 | $2.27M | 0.00% | +2,864+12.4% | Added |
| Man Group plc | 26,404 | $2.31M | 0.00% | +10,804+69.3% | Added |
| Legal & General Group Plc | 27,358 | $2.39M | 0.00% | −5,191−15.9% | Reduced |
| Vanguard Asset Management, Ltd | 27,413 | $2.40M | 0.00% | +27,413 | New |
| Algert Global LLC | 27,450 | $2.40M | 0.04% | +27,450 | New |
| Brevan Howard Capital Management LP | 33,685 | $2.94M | 0.03% | −5,836−14.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 34,862 | $3.05M | 0.02% | −13,429−27.8% | Reduced |
| Unifi Asset Management LP | 35,407 | $3.09M | 1.77% | +35,407 | New |
| California State Teachers Retirement System | 36,474 | $3.19M | 0.00% | +7,161+24.4% | Added |
| Barclays PLC | 36,717 | $3.21M | 0.00% | −29,210−44.3% | Reduced |
| Price T Rowe Associates Inc | 38,737 | $3.39M | 0.00% | −632,288−94.2% | Reduced |
| Rhumbline Advisers | 40,290 | $3.52M | 0.00% | −531−1.3% | Reduced |
| Clough Capital Partners L P | 42,930 | $3.75M | 0.36% | +2,040+5.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 43,605 | $3.81M | 0.07% | +29,557+210.4% | Added |
| CastleKnight Management LP | 44,100 | $3.85M | 0.18% | +44,100 | New |
| Citigroup Inc | 44,167 | $3.86M | 0.00% | +8,442+23.6% | Added |
| South Dakota Investment Council | 46,038 | $4.02M | 0.08% | +9,400+25.7% | Added |
| Two Sigma Investments, LP | 47,824 | $4.18M | 0.00% | −165,347−77.6% | Reduced |
| New York State Common Retirement Fund | 47,924 | $4.19M | 0.01% | −24,277−33.6% | Reduced |
| AQR Capital Management LLC | 50,974 | $4.46M | 0.00% | +29,158+133.7% | Added |
| Group One Trading, L.P. | 51,832 | $4.53M | 0.15% | +51,832 | New |
| IMC-Chicago, LLC | 52,671 | $4.60M | 0.07% | +23,940+83.3% | Added |
| Rubric Capital Management LP | 54,727 | $4.78M | 0.06% | +54,727 | New |
| Marshall Wace, LLP | 57,503 | $5.03M | 0.01% | +57,503 | New |
| Kempen Capital Management N.V. | 59,592 | $5.21M | 0.05% | −3,347−5.3% | Reduced |
| Swiss National Bank | 61,700 | $5.39M | 0.00% | +500+0.8% | Added |
| TD Asset Management Inc | 63,174 | $5.52M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 63,231 | $5.53M | 0.01% | +46,741+283.5% | Added |
| Nuveen, LLC | 65,644 | $5.74M | 0.00% | −84,636−56.3% | Reduced |
| EMG Holdings, L.P. | 65,727 | $5.74M | 8.44% | +45,727+228.6% | Added |
| 1832 Asset Management L.P. | 66,700 | $5.83M | 0.01% | +8,100+13.8% | Added |
| Dark Forest Capital Management LP | 67,075 | $5.86M | 0.52% | −16,316−19.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 69,366 | $6.06M | 1.94% | +25,579+58.4% | Added |
| UBS Asset Management Americas Inc | 76,090 | $6.65M | 0.00% | +986+1.3% | Added |
| Helix Partners Management LP | 79,000 | $6.90M | 4.41% | +79,000 | New |
| K2 Principal Fund, L.P. | 81,002 | $7.08M | 0.75% | +78,000+2,598.3% | Added |
| BW Gestao de Investimentos Ltda. | 87,500 | $7.65M | 0.34% | −2,500−2.8% | Reduced |
| Clearline Capital LP | 102,386 | $8.95M | 0.70% | +102,386 | New |
| Palisade Capital Management LLC | 105,501 | $9.22M | 0.31% | −77,968−42.5% | Reduced |
| Azora Capital LP | 109,878 | $9.60M | 0.63% | +109,878 | New |
| Morgan Stanley | 118,851 | $10.4M | 0.00% | −25,241−17.5% | Reduced |
| Symmetry Investments LP | 123,496 | $10.8M | 2.62% | +123,496 | New |
| Alliancebernstein L.P. | 85,239 | $11.2M | 0.00% | −1,151−1.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 145,963 | $12.8M | 1.27% | +109,948+305.3% | Added |
| Lightrock Netherlands B.V. | 152,213 | $13.3M | 3.00% | +27,900+22.4% | Added |
| Qube Research & Technologies Ltd | 153,722 | $13.4M | 0.02% | −43,880−22.2% | Reduced |