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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 11,316 | $960.7K | 0.17% | +6,915+157.1% | Added |
| SG Americas Securities, LLC | 10,829 | $946.0K | 0.00% | +3,227+42.4% | Added |
| PEAK6 LLC | 10,611 | $927.4K | 0.03% | +10,611 | New |
| NewEdge Wealth, LLC | 10,400 | $909.0K | 0.01% | −52−0.5% | Reduced |
| Victory Capital Management Inc | 9,926 | $867.5K | 0.00% | −1,425−12.6% | Reduced |
| State of Wisconsin Investment Board | 9,658 | $844.1K | 0.00% | +1,647+20.6% | Added |
| Arizona State Retirement System | 8,567 | $748.8K | 0.00% | −69−0.8% | Reduced |
| Vise Technologies, Inc. | 5,563 | $733.4K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,033 | $702.1K | 0.01% | 00.0% | Unchanged |
| VARCOV Co. | 7,828 | $684.2K | 0.26% | +7,828 | New |
| Vanguard Investments Australia, Ltd. | 7,501 | $655.6K | 0.00% | +7,501 | New |
| 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 |
| Intech Investment Management LLC | 7,406 | $647.3K | 0.01% | −2,908−28.2% | Reduced |
| HighVista Strategies LLC | 7,306 | $638.5K | 0.18% | −500−6.4% | Reduced |
| KLP Kapitalforvaltning AS | 6,900 | $603.1K | 0.00% | +300+4.5% | Added |
| Capula Management Ltd | 6,602 | $577.0K | 0.01% | −1,474−18.3% | Reduced |
| BNP Paribas Arbitrage, SA | 6,334 | $553.6K | 0.00% | −140−2.2% | Reduced |
| Cullen Capital Management LLC | 5,743 | $501.9K | 0.01% | +3,806+196.5% | Added |
| Simplex Trading, LLC | 5,535 | $483.8K | 0.01% | −9,616−63.5% | Reduced |
| Optimize Financial Inc | 5,526 | $483.0K | 0.24% | +1,627+41.7% | Added |
| Jain Global LLC | 5,524 | $482.8K | 0.01% | −2,092−27.5% | Reduced |
| Pictet Asset Management Holding SA | 5,518 | $482.3K | 0.00% | +329+6.3% | Added |
| Winton Group Ltd | 5,400 | $472.0K | 0.02% | +5,400 | New |
| Voya Investment Management LLC | 5,070 | $443.1K | 0.00% | −246−4.6% | Reduced |
| JustInvest LLC | 5,023 | $439.0K | 0.00% | +404+8.7% | Added |
| CSS LLC | 5,000 | $437.0K | 0.02% | +5,000 | New |
| Aristeia Capital LLC | 4,930 | $430.9K | 0.01% | +1,570+46.7% | Added |
| One Capital Management, LLC | 4,831 | $422.2K | 0.01% | −118−2.4% | Reduced |
| Prudential Financial Inc | 4,660 | $407.3K | 0.00% | +2,805+151.2% | Added |
| ProShare Advisors LLC | 4,238 | $370.4K | 0.00% | −1,108−20.7% | Reduced |
| Great West Life Assurance Co | 3,781 | $333.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,787 | $331.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,713 | $324.5K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,610 | $315.5K | 0.00% | +42+1.2% | Added |
| Alamea Verwaltungs GmbH | 3,408 | $297.9K | 0.22% | 00.0% | Unchanged |
| Alteri Wealth LLC | 3,365 | $294.1K | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,255 | $284.6K | 0.00% | −21−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,209 | $280.5K | 0.01% | +1,720+115.5% | Added |
| Cooper Financial Group | 3,099 | $270.9K | 0.03% | +3,099 | New |
| Wolverine Asset Management LLC | 3,068 | $268.1K | 0.00% | +1,749+132.6% | Added |
| Caption Management, LLC | 3,060 | $267.4K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 3,122 | $266.9K | 0.00% | +3,122 | New |
| CWM, LLC | 2,991 | $261.4K | 0.00% | +2,238+297.2% | Added |
| Mariner, LLC | 2,876 | $251.5K | 0.00% | −462−13.8% | Reduced |
| Xponance, Inc. | 2,766 | $241.7K | 0.00% | +454+19.6% | Added |
| Inceptionr LLC | 2,735 | $239.0K | 0.06% | +2,735 | New |
| Empowered Funds, LLC | 2,662 | $232.7K | 0.00% | +2,662 | New |
| Ensign Peak Advisors, Inc | 2,619 | $228.9K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,500 | $218.5K | 0.02% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,455 | $214.6K | 0.03% | +748+43.8% | Added |
| Blackstone Group Inc. | 2,447 | $213.9K | 0.00% | +2,447 | New |
| Ameritas Investment Partners, Inc. | 2,375 | $207.6K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,357 | $206.0K | 0.00% | +2,357 | New |
| Armistice Capital, LLC | 2,306 | $201.5K | 0.01% | +2,306 | New |
| Parkside Financial Bank & Trust | 1,058 | $92.5K | 0.01% | +171+19.3% | Added |
| US Bancorp | 992 | $86.7K | 0.00% | +203+25.7% | Added |
| Sterling Capital Management LLC | 969 | $84.7K | 0.00% | −718−42.6% | Reduced |
| KBC Group NV | 925 | $81.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 810 | $70.8K | 0.00% | +60+8.0% | Added |
| Royal Bank of Canada | 789 | $69.0K | 0.00% | −812−50.7% | Reduced |
| Rockefeller Capital Management L.P. | 784 | $68.5K | 0.00% | +600+326.1% | Added |
| Harbor Capital Advisors, Inc. | 639 | $56.0K | 0.00% | +143+28.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 603 | $52.7K | 0.00% | +138+29.7% | Added |
| Quantbot Technologies LP | 352 | $30.8K | 0.00% | −9,318−96.4% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $28.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 325 | $27.8K | 0.00% | +317+3,962.5% | Added |
| EverSource Wealth Advisors, LLC | 314 | $27.4K | 0.00% | −25−7.4% | Reduced |
| Versant Capital Management, Inc | 297 | $26.0K | 0.00% | +51+20.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 288 | $25.2K | 0.00% | +200+227.3% | Added |
| Fifth Third Bancorp | 275 | $24.0K | 0.00% | +275 | New |
| The PNC Financial Services Group, Inc. | 272 | $23.8K | 0.00% | +245+907.4% | Added |
| Smartleaf Asset Management LLC | 278 | $23.6K | 0.00% | +31+12.6% | Added |
| Los Angeles Capital Management LLC | 250 | $21.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 234 | $20.5K | 0.00% | +9+4.0% | Added |
| Kemnay Advisory Services Inc. | 213 | $18.6K | 0.00% | −840−79.8% | Reduced |
| Quadrant Capital Group LLC | 200 | $17.5K | 0.00% | −259−56.4% | Reduced |
| Root Financial Partners, LLC | 171 | $14.9K | 0.00% | −58−25.3% | Reduced |
| Signaturefd, LLC | 162 | $14.2K | 0.00% | −104−39.1% | Reduced |
| Private Wealth Asset Management, LLC | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 124 | $11.0K | 0.01% | −2,189−94.6% | Reduced |
| Rothschild Investment LLC | 116 | $10.1K | 0.00% | +72+163.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 105 | $9.18K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 104 | $9.09K | 0.00% | −11−9.6% | Reduced |
| Bessemer Group Inc | 95 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 101 | $8.83K | 0.00% | −60−37.3% | Reduced |
| SRS Capital Advisors, Inc. | 101 | $8.83K | 0.00% | +87+621.4% | Added |
| GAMMA Investing LLC | 88 | $7.69K | 0.00% | −200−69.4% | Reduced |
| 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 |
| SBI Securities Co., Ltd. | 80 | $6.99K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 80 | $6.96K | 0.00% | −94−54.0% | Reduced |
| Kilter Group LLC | 65 | $5.68K | 0.00% | +25+62.5% | Added |
| MAI Capital Management | 54 | $4.72K | 0.00% | +10+22.7% | Added |
| Strategic Wealth Partners, Ltd. | 53 | $4.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $4.20K | 0.00% | −1−2.0% | Reduced |
| CVA Family Office, LLC | 37 | $3.23K | 0.00% | +37 | New |
| 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 |
| Farther Finance Advisors, LLC | 28 | $2.46K | 0.00% | −1−3.4% | Reduced |