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, Q2 2026
Institutional positions in PennyMac Financial Services, Inc. as of Jun 30, 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
- 230
- −2 vs. Q1 2026
- Shares held
- 33.6M
- +250.5K (+0.8%) vs. Q1 2026
- Total value
- $2.93B
- +$8.07M (+0.3%) vs. Q1 2026
- New holders
- 35
- 97 more added
- Sold out
- 37
- 67 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $88 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $170 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $174 | 0.00% | −1−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $175 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $261 | 0.00% | +3 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $261 | 0.00% | +3 | New |
| Assetmark, Inc | 5 | $436 | 0.00% | −2−28.6% | Reduced |
| Clearstead Advisors, LLC | 5 | $436 | 0.00% | +5 | New |
| Bare Financial Services, Inc | 6 | $523 | 0.00% | −28−82.4% | Reduced |
| Manchester Capital Management LLC | 8 | $697 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $697 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $697 | 0.00% | +4+100.0% | Added |
| UMA Financial Services, Inc. | 8 | $697 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $871 | 0.00% | −1−9.1% | Reduced |
| Godfrey Financial Associates, Inc. | 10 | $871 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $959 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $959 | 0.00% | +2+22.2% | Added |
| Retirement Wealth Solutions LLC | 11 | $959 | 0.00% | +8+266.7% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $1.13K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $1.48K | 0.00% | −10−37.0% | Reduced |
| Creative Capital Management Investments LLC | 19 | $1.66K | 0.00% | +19 | New |
| Manning & Napier Advisors LLC | 20 | $1.72K | 0.00% | +20 | New |
| Steward Partners Investment Advisory, LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 21 | $1.83K | 0.00% | +7+50.0% | Added |
| Keating Financial Advisory Services, Inc. | 23 | $2.00K | 0.00% | +2+9.5% | Added |
| Parallel Advisors, LLC | 24 | $2.09K | 0.00% | −77−76.2% | Reduced |
| Quarry LP | 24 | $2.09K | 0.00% | +15+166.7% | Added |
| Ronald Blue Trust, Inc. | 27 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $2.44K | 0.00% | +6+27.3% | Added |
| Action Point Financial Planning, LLC | 30 | $2.44K | 0.00% | +30 | New |
| Larson Financial Group LLC | 33 | $2.87K | 0.00% | +5+17.9% | Added |
| Fortitude Family Office, LLC | 34 | $2.96K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $3.66K | 0.00% | +42 | New |
| CVA Family Office, LLC | 43 | $3.75K | 0.00% | +6+16.2% | Added |
| Zions Bancorporation, National Association | 43 | $3.75K | 0.00% | +19+79.2% | Added |
| Essential Partners LLC | 46 | $4.01K | 0.00% | −38−45.2% | Reduced |
| JFS Wealth Advisors, LLC | 51 | $4.44K | 0.00% | +3+6.3% | Added |
| Strategic Wealth Partners, Ltd. | 53 | $4.62K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 70 | $6.10K | 0.00% | +5+7.7% | Added |
| Farther Finance Advisors, LLC | 75 | $6.53K | 0.00% | +47+167.9% | Added |
| Ameritas Advisory Services, LLC | 75 | $6.53K | 0.00% | +75 | New |
| Torren Management, LLC | 80 | $6.95K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $6.97K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 75 | $7.00K | 0.00% | −20−21.1% | Reduced |
| Rothschild Investment LLC | 95 | $8.28K | 0.00% | −21−18.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 105 | $9.15K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 106 | $9.23K | 0.00% | +18+20.5% | Added |
| Private Wealth Asset Management, LLC | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 144 | $12.5K | 0.00% | −170−54.1% | Reduced |
| IFP Advisors, Inc | 164 | $14.3K | 0.00% | +149+993.3% | Added |
| Allworth Financial LP | 165 | $14.4K | 0.00% | +81+96.4% | Added |
| Signaturefd, LLC | 174 | $15.2K | 0.00% | +12+7.4% | Added |
| Parkside Financial Bank & Trust | 178 | $15.5K | 0.00% | −880−83.2% | Reduced |
| Optiver Holding B.V. | 192 | $16.7K | 0.00% | +88+84.6% | Added |
| Caption Management, LLC | 200 | $17.4K | 0.00% | −2,860−93.5% | Reduced |
| Kemnay Advisory Services Inc. | 228 | $19.9K | 0.00% | +15+7.0% | Added |
| Nisa Investment Advisors, LLC | 239 | $20.8K | 0.00% | +5+2.1% | Added |
| Fifth Third Bancorp | 252 | $22.0K | 0.00% | −23−8.4% | Reduced |
| Smartleaf Asset Management LLC | 278 | $23.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 288 | $25.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $27.9K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 385 | $33.5K | 0.00% | +385 | New |
| Covestor Ltd | 423 | $37.0K | 0.02% | +299+241.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 448 | $39.0K | 0.00% | −155−25.7% | Reduced |
| Freestone Grove Partners LP | 473 | $41.2K | 0.00% | −11,913−96.2% | Reduced |
| Harbor Capital Advisors, Inc. | 491 | $43.0K | 0.00% | −148−23.2% | Reduced |
| Sterling Capital Management LLC | 605 | $52.7K | 0.00% | −364−37.6% | Reduced |
| US Bancorp | 787 | $68.5K | 0.00% | −205−20.7% | Reduced |
| Rockefeller Capital Management L.P. | 818 | $71.2K | 0.00% | +34+4.3% | Added |
| Public Employees Retirement System of Ohio | 910 | $79.3K | 0.00% | +100+12.3% | Added |
| KBC Group NV | 925 | $81.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 954 | $82.1K | 0.00% | +629+193.5% | Added |
| SRS Capital Advisors, Inc. | 1,178 | $102.6K | 0.00% | +1,077+1,066.3% | Added |
| SG Americas Securities, LLC | 1,583 | $138.0K | 0.00% | −9,246−85.4% | Reduced |
| Royal Bank of Canada | 1,596 | $140.0K | 0.00% | +807+102.3% | Added |
| Tower Research Capital LLC (TRC) | 1,871 | $163.0K | 0.00% | −1,338−41.7% | Reduced |
| Nykredit A/S | 2,244 | $195.5K | 0.00% | +2,244 | New |
| Winton Group Ltd | 2,300 | $200.3K | 0.01% | −3,100−57.4% | Reduced |
| Ensign Peak Advisors, Inc | 2,419 | $210.7K | 0.00% | −200−7.6% | Reduced |
| Hohimer Wealth Management, LLC | 2,467 | $214.9K | 0.02% | +12+0.5% | Added |
| DV Trading LLC | 2,700 | $235.2K | 0.02% | +2,700 | New |
| Ameritas Investment Partners, Inc. | 2,725 | $237.3K | 0.01% | +350+14.7% | Added |
| Advisor Group Holdings, Inc. | 2,812 | $245.0K | 0.00% | −443−13.6% | Reduced |
| Mariner, LLC | 2,881 | $251.0K | 0.00% | +5+0.2% | Added |
| Great West Life Assurance Co | 2,987 | $259.0K | 0.00% | −794−21.0% | Reduced |
| Xponance, Inc. | 2,986 | $260.1K | 0.00% | +220+8.0% | Added |
| Allstate Corp | 3,008 | $262.0K | 0.00% | +3,008 | New |
| Cooper Financial Group | 3,099 | $270.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,136 | $273.1K | 0.00% | +68+2.2% | Added |
| Amundi | 3,250 | $283.1K | 0.00% | +3,250 | New |
| JustInvest LLC | 3,362 | $292.8K | 0.00% | −1,661−33.1% | Reduced |
| Alteri Wealth LLC | 3,365 | $293.1K | 0.08% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 3,495 | $304.4K | 0.03% | +3,495 | New |
| Vise Technologies, Inc. | 3,591 | $312.7K | 0.00% | −1,972−35.4% | Reduced |
| State Board of Administration of Florida Retirement System | 3,713 | $323.4K | 0.00% | 00.0% | Unchanged |