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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Co | 193,008 | $16.8M | 0.00% | +4,720+2.5% | Added |
| Massachusetts Financial Services Co | 195,024 | $17.0M | 0.01% | −10,154−4.9% | Reduced |
| JPMorgan Chase & Co | 203,262 | $17.6M | 0.00% | +11,421+6.0% | Added |
| Kinetic Partners Management, LP | 209,900 | $18.3M | 0.44% | −98,900−32.0% | Reduced |
| Susquehanna International Group, LLP | 271,423 | $23.6M | 0.02% | −38,444−12.4% | Reduced |
| Northern Trust Corp | 273,555 | $23.8M | 0.00% | +5,548+2.1% | Added |
| Bank of America Corp | 286,228 | $24.9M | 0.00% | −93,201−24.6% | Reduced |
| Bank of New York Mellon Corp | 303,380 | $26.4M | 0.00% | +67,646+28.7% | Added |
| Morgan Stanley | 341,593 | $29.8M | 0.00% | +222,742+187.4% | Added |
| Wellington Management Group LLP | 348,769 | $30.4M | 0.01% | +76,499+28.1% | Added |
| BlueCrest Capital Management Ltd | 396,103 | $34.5M | 1.47% | +45,008+12.8% | Added |
| Ameriprise Financial Inc | 397,792 | $34.6M | 0.01% | +131,192+49.2% | Added |
| Senvest Management, LLC | 401,757 | $35.0M | 1.03% | −106,876−21.0% | Reduced |
| Millennium Management LLC | 449,157 | $39.1M | 0.03% | −1,936,603−81.2% | Reduced |
| Charles Schwab Investment Management Inc | 482,441 | $42.0M | 0.01% | +13,669+2.9% | Added |
| Symmetry Investments LP | 496,742 | $43.3M | 4.80% | +373,246+302.2% | Added |
| American Century Companies Inc | 649,995 | $56.6M | 0.03% | +217,510+50.3% | Added |
| Geode Capital Management, LLC | 758,664 | $66.1M | 0.00% | +50,720+7.2% | Added |
| FMR LLC | 807,585 | $70.3M | 0.00% | +58,244+7.8% | Added |
| Goldman Sachs Group Inc | 819,763 | $71.4M | 0.01% | +149,912+22.4% | Added |
| State Street Corp | 922,212 | $80.3M | 0.00% | +65,060+7.6% | Added |
| Invesco Ltd. | 1,007,153 | $87.7M | 0.01% | +158,040+18.6% | Added |
| Vanguard Capital Management LLC | 1,293,868 | $112.7M | 0.00% | +1,283+0.1% | Added |
| Vanguard Portfolio Management LLC | 1,659,677 | $144.6M | 0.01% | +1,592+0.1% | Added |
| Rubric Capital Management LP | 1,700,000 | $148.1M | 1.36% | +1,645,273+3,006.3% | Added |
| Donald Smith & Co., Inc. | 1,882,201 | $163.9M | 2.90% | +509,997+37.2% | Added |
| Dimensional Fund Advisors LP | 2,130,571 | $185.6M | 0.03% | +214,300+11.2% | Added |
| BlackRock, Inc. | 2,327,613 | $202.7M | 0.00% | +123,932+5.6% | Added |
| T. Rowe Price Investment Management, Inc. | 3,921,911 | $341.6M | 0.22% | +321,131+8.9% | Added |
| MFN Partners Management, LP | 4,531,792 | $394.7M | 8.17% | 00.0% | Unchanged |
| Boston Partners | 0 | $0 | 0.00% | −362,101−100.0% | Sold out |
| Canyon Capital Advisors LLC | 0 | $0 | 0.00% | −187,500−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −109,878−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −87,500−100.0% | Sold out |
| Helix Partners Management LP | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −69,366−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −66,700−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −65,727−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −47,824−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −23,565−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,940−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −17,410−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −7,306−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,602−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,535−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Principia Wealth Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |