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 |
|---|---|---|---|---|---|
| UBS Group AG | 183,736 | $16.1M | 0.00% | +99,197+117.3% | Added |
| JPMorgan Chase & Co | 191,841 | $16.3M | 0.00% | −406,686−67.9% | Reduced |
| Canyon Capital Advisors LLC | 187,500 | $16.4M | 2.12% | +187,500 | New |
| Vanguard Fiduciary Trust Co | 188,288 | $16.5M | 0.00% | +188,288 | New |
| Massachusetts Financial Services Co | 205,178 | $17.9M | 0.01% | −10,815−5.0% | Reduced |
| Holocene Advisors, LP | 228,911 | $20.0M | 0.05% | +226,849+11,001.4% | Added |
| Bank of New York Mellon Corp | 235,734 | $20.6M | 0.00% | −20,164−7.9% | Reduced |
| Ameriprise Financial Inc | 266,600 | $23.3M | 0.01% | −80,171−23.1% | Reduced |
| Janus Henderson Group PLC | 267,868 | $23.4M | 0.01% | +254,354+1,882.2% | Added |
| Northern Trust Corp | 268,007 | $23.4M | 0.00% | +8,760+3.4% | Added |
| Wellington Management Group LLP | 272,270 | $23.8M | 0.00% | +272,270 | New |
| Kinetic Partners Management, LP | 308,800 | $27.0M | 1.51% | +182,900+145.3% | Added |
| Susquehanna International Group, LLP | 309,867 | $27.1M | 0.04% | +299,492+2,886.7% | Added |
| BlueCrest Capital Management Ltd | 351,095 | $30.7M | 2.88% | +351,095 | New |
| Boston Partners | 362,101 | $31.8M | 0.03% | +38,277+11.8% | Added |
| Bank of America Corp | 379,429 | $33.2M | 0.00% | +240,902+173.9% | Added |
| American Century Companies Inc | 432,485 | $37.8M | 0.02% | +5,503+1.3% | Added |
| Basswood Capital Management, L.L.C. | 461,352 | $40.3M | 2.05% | −89,575−16.3% | Reduced |
| Charles Schwab Investment Management Inc | 468,772 | $41.0M | 0.01% | +27,371+6.2% | Added |
| Senvest Management, LLC | 508,633 | $44.5M | 1.48% | +91,300+21.9% | Added |
| Goldman Sachs Group Inc | 669,851 | $58.5M | 0.01% | +105,934+18.8% | Added |
| Geode Capital Management, LLC | 707,944 | $61.9M | 0.00% | +15,640+2.3% | Added |
| FMR LLC | 749,341 | $65.5M | 0.00% | −1,477,290−66.3% | Reduced |
| Invesco Ltd. | 849,113 | $74.2M | 0.01% | −720,071−45.9% | Reduced |
| State Street Corp | 857,152 | $74.9M | 0.00% | +42,996+5.3% | Added |
| Citadel Advisors LLC | 1,158,148 | $101.2M | 0.07% | +732,864+172.3% | Added |
| Vanguard Capital Management LLC | 1,292,585 | $113.0M | 0.00% | +1,292,585 | New |
| Donald Smith & Co., Inc. | 1,372,204 | $119.9M | 2.16% | +1,372,204 | New |
| Vanguard Portfolio Management LLC | 1,658,085 | $144.9M | 0.01% | +1,658,085 | New |
| Dimensional Fund Advisors LP | 1,916,271 | $167.5M | 0.03% | +126,902+7.1% | Added |
| BlackRock, Inc. | 2,203,681 | $192.6M | 0.00% | −9,022−0.4% | Reduced |
| Millennium Management LLC | 2,385,760 | $208.5M | 0.16% | +2,325,644+3,868.6% | Added |
| T. Rowe Price Investment Management, Inc. | 3,600,780 | $314.7M | 0.22% | −2,787−0.1% | Reduced |
| MFN Partners Management, LP | 4,531,792 | $396.1M | 8.30% | 00.0% | Unchanged |
| 140 Summer Partners LP | 0 | $0 | 0.00% | −669,892−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −287,093−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −227,377−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −90,255−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −86,478−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −68,319−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −45,391−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −37,009−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −32,400−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −29,118−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −28,562−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −27,325−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −25,226−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −22,883−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,595−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,265−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,255−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −7,958−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −6,548−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −6,345−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,376−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −5,268−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −5,033−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,379−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,541−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −2,399−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | – | Sold out |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −1,834−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,718−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,601−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |