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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 3,787 | $330.0K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,881 | $338.0K | 0.00% | +271+7.5% | Added |
| ProShare Advisors LLC | 3,930 | $342.3K | 0.00% | −308−7.3% | Reduced |
| State of Wisconsin Investment Board | 4,022 | $350.3K | 0.00% | −5,636−58.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,253 | $370.4K | 0.00% | −2,081−32.9% | Reduced |
| Fulcrum Asset Management LLP | 4,446 | $383.0K | 0.04% | +4,446 | New |
| Natixis | 4,400 | $383.2K | 0.00% | +4,400 | New |
| Aristeia Capital LLC | 4,756 | $414.2K | 0.01% | −174−3.5% | Reduced |
| Brevan Howard Capital Management LP | 4,788 | $417.0K | 0.01% | −28,897−85.8% | Reduced |
| One Capital Management, LLC | 4,831 | $422.2K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,923 | $428.8K | 0.00% | −595−10.8% | Reduced |
| Prudential Financial Inc | 5,035 | $438.5K | 0.00% | +375+8.0% | Added |
| State of Wyoming | 5,273 | $459.3K | 0.05% | +5,273 | New |
| CSS LLC | 5,500 | $479.1K | 0.02% | +500+10.0% | Added |
| Optimize Financial Inc | 5,507 | $479.7K | 0.17% | −19−0.3% | Reduced |
| Sound Capital Solutions LLC | 5,507 | $479.7K | 0.11% | +5,507 | New |
| Cerity Partners LLC | 5,599 | $487.7K | 0.00% | +5,599 | New |
| Voya Investment Management LLC | 5,644 | $491.6K | 0.00% | +574+11.3% | Added |
| DRW Securities, LLC | 6,000 | $522.6K | 0.03% | +6,000 | New |
| Cullen Capital Management LLC | 6,266 | $545.8K | 0.01% | +523+9.1% | Added |
| Intech Investment Management LLC | 6,279 | $546.9K | 0.01% | −1,127−15.2% | Reduced |
| Jane Street Group, LLC | 6,777 | $590.3K | 0.00% | +6,777 | New |
| KLP Kapitalforvaltning AS | 6,900 | $601.0K | 0.00% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 7,325 | $638.0K | 0.18% | +7,325 | New |
| Vanguard Investments Australia, Ltd. | 8,166 | $711.3K | 0.00% | +665+8.9% | Added |
| Arizona State Retirement System | 8,277 | $720.9K | 0.00% | −290−3.4% | Reduced |
| Ieq Capital, LLC | 8,413 | $732.8K | 0.00% | +8,413 | New |
| Fox Run Management, L.L.C. | 8,613 | $750.2K | 0.12% | −2,703−23.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,855 | $771.3K | 0.01% | +822+10.2% | Added |
| Victory Capital Management Inc | 9,599 | $836.1K | 0.00% | −327−3.3% | Reduced |
| Creative Planning | 9,616 | $837.6K | 0.00% | −5,015−34.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,900 | $862.3K | 0.05% | +9,900 | New |
| Jain Global LLC | 10,216 | $889.8K | 0.01% | +4,692+84.9% | Added |
| NewEdge Wealth, LLC | 10,403 | $906.1K | 0.01% | +30.0% | Added |
| First Trust Advisors LP | 10,901 | $949.5K | 0.00% | −7,995−42.3% | Reduced |
| IMC-Chicago, LLC | 11,626 | $1.01M | 0.01% | −41,045−77.9% | Reduced |
| Handelsbanken Fonder AB | 11,700 | $1.02M | 0.00% | −2,800−19.3% | Reduced |
| Palogic Value Management, L.P. | 12,007 | $1.05M | 0.37% | +4,507+60.1% | Added |
| Franklin Resources Inc | 12,935 | $1.13M | 0.00% | −182−1.4% | Reduced |
| SEI Investments Co | 12,969 | $1.13M | 0.00% | −2,376−15.5% | Reduced |
| State of New Jersey Common Pension Fund D | 13,364 | $1.16M | 0.00% | −10,477−43.9% | Reduced |
| Jupiter Topco LLC | 13,514 | $1.18M | 0.00% | +13,514 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,825 | $1.20M | 0.00% | +92+0.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,255 | $1.24M | 0.00% | −3,789−21.0% | Reduced |
| Aquatic Capital Management LLC | 14,457 | $1.26M | 0.04% | −8,323−36.5% | Reduced |
| Mercer Global Advisors Inc | 14,629 | $1.27M | 0.00% | +708+5.1% | Added |
| PEAK6 LLC | 14,852 | $1.29M | 0.03% | +4,241+40.0% | Added |
| Entropy Technologies, LP | 15,006 | $1.31M | 0.05% | +15,006 | New |
| MetLife Investment Management | 17,477 | $1.52M | 0.01% | +1,529+9.6% | Added |
| Manufacturers Life Insurance Company, The | 19,665 | $1.71M | 0.00% | +2,640+15.5% | Added |
| VARCOV Co. | 25,394 | $2.21M | 0.84% | +17,566+224.4% | Added |
| Legal & General Group Plc | 25,837 | $2.25M | 0.00% | −1,521−5.6% | Reduced |
| Man Group plc | 25,923 | $2.26M | 0.00% | −481−1.8% | Reduced |
| Barclays PLC | 26,502 | $2.31M | 0.00% | −10,215−27.8% | Reduced |
| CI Private Wealth, LLC | 26,653 | $2.32M | 0.00% | +24,296+1,030.8% | Added |
| Wells Fargo & Company | 27,143 | $2.36M | 0.00% | +14,852+120.8% | Added |
| Vanguard Global Advisers, LLC | 28,004 | $2.44M | 0.00% | +6,172+28.3% | Added |
| Vanguard Asset Management, Ltd | 30,830 | $2.69M | 0.00% | +3,417+12.5% | Added |
| Deutsche Bank AG | 31,370 | $2.73M | 0.00% | +5,355+20.6% | Added |
| Russell Investments Group, Ltd. | 33,324 | $2.90M | 0.00% | +16,023+92.6% | Added |
| California State Teachers Retirement System | 34,575 | $3.01M | 0.00% | −1,899−5.2% | Reduced |
| Clough Capital Partners L P | 34,817 | $3.03M | 0.25% | −8,113−18.9% | Reduced |
| Quantbot Technologies LP | 35,045 | $3.05M | 0.12% | +34,693+9,856.0% | Added |
| Unifi Asset Management LP | 35,407 | $3.08M | 2.17% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 35,783 | $3.12M | 0.06% | −7,822−17.9% | Reduced |
| Quantinno Capital Management LP | 36,172 | $3.15M | 0.00% | +24,974+223.0% | Added |
| Rhumbline Advisers | 42,294 | $3.68M | 0.00% | +2,004+5.0% | Added |
| Norges Bank | 42,415 | $3.69M | 0.00% | +42,415 | New |
| Price T Rowe Associates Inc | 44,571 | $3.88M | 0.00% | +5,834+15.1% | Added |
| South Dakota Investment Council | 46,038 | $4.01M | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,903 | $4.26M | 0.00% | −1,109,245−95.8% | Reduced |
| New York State Common Retirement Fund | 49,224 | $4.29M | 0.01% | +1,300+2.7% | Added |
| Palisade Capital Management LLC | 50,121 | $4.37M | 0.19% | −55,380−52.5% | Reduced |
| Citigroup Inc | 51,412 | $4.48M | 0.00% | +7,245+16.4% | Added |
| UBS Group AG | 53,817 | $4.69M | 0.00% | −129,919−70.7% | Reduced |
| Swiss National Bank | 60,100 | $5.23M | 0.00% | −1,600−2.6% | Reduced |
| XTX Topco Ltd | 60,135 | $5.24M | 0.07% | +60,135 | New |
| Algert Global LLC | 60,260 | $5.25M | 0.06% | +32,810+119.5% | Added |
| TD Asset Management Inc | 61,664 | $5.37M | 0.00% | −1,510−2.4% | Reduced |
| Renaissance Technologies LLC | 66,100 | $5.76M | 0.01% | +66,100 | New |
| UBS Asset Management Americas Inc | 68,681 | $5.98M | 0.00% | −7,409−9.7% | Reduced |
| Squarepoint Ops LLC | 69,057 | $6.01M | 0.01% | +5,826+9.2% | Added |
| Nuveen, LLC | 69,886 | $6.09M | 0.00% | +4,242+6.5% | Added |
| D. E. Shaw & Co., Inc. | 72,721 | $6.33M | 0.00% | +72,721 | New |
| CastleKnight Management LP | 74,800 | $6.52M | 0.24% | +30,700+69.6% | Added |
| Holocene Advisors, LP | 80,036 | $6.97M | 0.02% | −148,875−65.0% | Reduced |
| Dark Forest Capital Management LP | 88,378 | $7.70M | 0.50% | +21,303+31.8% | Added |
| Alliancebernstein L.P. | 88,139 | $7.70M | 0.00% | +2,900+3.4% | Added |
| AQR Capital Management LLC | 92,167 | $8.03M | 0.00% | +41,193+80.8% | Added |
| Group One Trading, L.P. | 105,408 | $9.18M | 0.26% | +53,576+103.4% | Added |
| Kempen Capital Management N.V. | 106,161 | $9.25M | 0.07% | +46,569+78.1% | Added |
| Inherent Management Corp. | 120,000 | $10.5M | 4.06% | +120,000 | New |
| Prescott Group Capital Management, L.L.C. | 124,963 | $10.9M | 0.94% | −21,000−14.4% | Reduced |
| Marshall Wace, LLP | 126,725 | $11.0M | 0.01% | +69,222+120.4% | Added |
| Clearline Capital LP | 129,279 | $11.3M | 0.73% | +26,893+26.3% | Added |
| Schonfeld Strategic Advisors LLC | 129,357 | $11.3M | 0.06% | +94,495+271.1% | Added |
| Lightrock Netherlands B.V. | 152,713 | $13.3M | 2.63% | +500+0.3% | Added |
| K2 Principal Fund, L.P. | 159,766 | $13.9M | 1.28% | +78,764+97.2% | Added |
| Qube Research & Technologies Ltd | 169,696 | $14.8M | 0.02% | +15,974+10.4% | Added |
| Basswood Capital Management, L.L.C. | 192,334 | $16.8M | 0.72% | −269,018−58.3% | Reduced |