PennyMac Financial Services, Inc.

PFSI

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

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding PennyMac Financial Services, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of PFSI: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	234	2	230	−2
Shares	33.6M	270.9K	33.6M	+250.5K (+0.8%)
Value	$2.94B	$23.7M	$2.93B	+$8.07M (+0.3%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to PFSI in Q2 2026
Institution	Shares	Value	% of portfolio
Inherent Management Corp.	120,000	$10.5M	5.11%
D. E. Shaw & Co., Inc.	72,721	$6.33M	0.00%
Renaissance Technologies LLC	66,100	$5.76M	0.01%
XTX Topco Ltd	60,135	$5.24M	0.07%
Norges Bank	42,415	$3.69M	0.00%
Entropy Technologies, LP	15,006	$1.31M	0.05%
Jupiter Topco LLC	13,514	$1.18M	0.00%
Catalyst Funds Management Pty Ltd	9,900	$862.3K	0.05%
Ieq Capital, LLC	8,413	$732.8K	0.00%
Fieldview Capital Management, LLC	7,325	$638.0K	0.18%
Jane Street Group, LLC	6,777	$590.3K	0.00%
DRW Securities, LLC	6,000	$522.6K	0.03%
Cerity Partners LLC	5,599	$487.7K	0.00%
Sound Capital Solutions LLC	5,507	$479.7K	0.11%
State of Wyoming	5,273	$459.3K	0.05%
Natixis	4,400	$383.2K	0.00%
Fulcrum Asset Management LLP	4,446	$383.0K	0.04%
Counterpoint Mutual Funds LLC	3,495	$304.4K	0.03%
Amundi	3,250	$283.1K	0.00%
Allstate Corp	3,008	$262.0K	0.00%
DV Trading LLC	2,700	$235.2K	0.02%
Nykredit A/S	2,244	$195.5K	0.00%
Silvant Capital Management LLC	385	$33.5K	0.00%
Ameritas Advisory Services, LLC	75	$6.53K	0.00%
True Wealth Design, LLC	42	$3.66K	0.00%
Action Point Financial Planning, LLC	30	$2.44K	0.00%
Manning & Napier Advisors LLC	20	$1.72K	0.00%
Creative Capital Management Investments LLC	19	$1.66K	0.00%
UMA Financial Services, Inc.	8	$697	0.00%
Clearstead Advisors, LLC	5	$436	0.00%
LRI Investments, LLC	3	$261	0.00%
Wealth Enhancement Trust Services, Inc.	3	$261	0.00%
DecisionPoint Financial, LLC	2	$170	0.00%
Maryland Capital Advisors Inc.	1	$88	0.00%
Navigoe, LLC	2	$0	0.00%

Sold out (37)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of PFSI in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Boston Partners	362,101	$31.8M
Canyon Capital Advisors LLC	187,500	$16.4M
Azora Capital LP	109,878	$9.60M
BW Gestao de Investimentos Ltda.	87,500	$7.65M
Helix Partners Management LP	79,000	$6.90M
Philadelphia Financial Management of San Francisco, LLC	69,366	$6.06M
1832 Asset Management L.P.	66,700	$5.83M
EMG Holdings, L.P.	65,727	$5.74M
Two Sigma Investments, LP	47,824	$4.18M
Allianz Asset Management GmbH	23,565	$2.06M
Walleye Capital LLC	19,940	$1.74M
Prana Capital Management, LP	17,410	$1.52M
Ulysses Management LLC	7,500	$655.5K
HighVista Strategies LLC	7,306	$638.5K
Capula Management Ltd	6,602	$577.0K
Simplex Trading, LLC	5,535	$483.8K
Alamea Verwaltungs GmbH	3,408	$297.9K
Nordea Investment Management AB	3,122	$266.9K
Inceptionr LLC	2,735	$239.0K
Empowered Funds, LLC	2,662	$232.7K
Navellier & Associates Inc	2,500	$218.5K
Blackstone Group Inc.	2,447	$213.9K
Armistice Capital, LLC	2,306	$201.5K
Versant Capital Management, Inc	297	$26.0K
The PNC Financial Services Group, Inc.	272	$23.8K
Los Angeles Capital Management LLC	250	$21.9K
Quadrant Capital Group LLC	200	$17.5K
Root Financial Partners, LLC	171	$14.9K
MAI Capital Management	54	$4.72K
Advisory Services Network, LLC	12	$1.05K
GWM Advisors LLC	10	$874
Bruce G. Allen Investments, LLC	9	$787
Twin Peaks Wealth Advisors, LLC	5	$437
Rossby Financial, LCC	3	$263
Vermillion Wealth Management, Inc.	1	$87
Principia Wealth Advisory, LLC	1	$87
Curio Wealth, LLC	1	$87

Not filed for Q2 2026 yet (2)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Janus Henderson Group PLC	267,868	$23.4M
CWM, LLC	2,991	$261.4K