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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 9,599 | $836.1K | 0.00% | −327−3.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,855 | $771.3K | 0.01% | +822+10.2% | Added |
| Fox Run Management, L.L.C. | 8,613 | $750.2K | 0.12% | −2,703−23.9% | Reduced |
| Ieq Capital, LLC | 8,413 | $732.8K | 0.00% | +8,413 | New |
| Arizona State Retirement System | 8,277 | $720.9K | 0.00% | −290−3.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 8,166 | $711.3K | 0.00% | +665+8.9% | Added |
| Fieldview Capital Management, LLC | 7,325 | $638.0K | 0.18% | +7,325 | New |
| KLP Kapitalforvaltning AS | 6,900 | $601.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,777 | $590.3K | 0.00% | +6,777 | New |
| Intech Investment Management LLC | 6,279 | $546.9K | 0.01% | −1,127−15.2% | Reduced |
| Cullen Capital Management LLC | 6,266 | $545.8K | 0.01% | +523+9.1% | Added |
| DRW Securities, LLC | 6,000 | $522.6K | 0.03% | +6,000 | New |
| Voya Investment Management LLC | 5,644 | $491.6K | 0.00% | +574+11.3% | Added |
| Cerity Partners LLC | 5,599 | $487.7K | 0.00% | +5,599 | New |
| 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 |
| CSS LLC | 5,500 | $479.1K | 0.02% | +500+10.0% | Added |
| State of Wyoming | 5,273 | $459.3K | 0.05% | +5,273 | New |
| Prudential Financial Inc | 5,035 | $438.5K | 0.00% | +375+8.0% | Added |
| Pictet Asset Management Holding SA | 4,923 | $428.8K | 0.00% | −595−10.8% | Reduced |
| One Capital Management, LLC | 4,831 | $422.2K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,788 | $417.0K | 0.01% | −28,897−85.8% | Reduced |
| Aristeia Capital LLC | 4,756 | $414.2K | 0.01% | −174−3.5% | Reduced |
| Natixis | 4,400 | $383.2K | 0.00% | +4,400 | New |
| Fulcrum Asset Management LLP | 4,446 | $383.0K | 0.04% | +4,446 | New |
| BNP Paribas Arbitrage, SA | 4,253 | $370.4K | 0.00% | −2,081−32.9% | Reduced |
| State of Wisconsin Investment Board | 4,022 | $350.3K | 0.00% | −5,636−58.4% | Reduced |
| ProShare Advisors LLC | 3,930 | $342.3K | 0.00% | −308−7.3% | Reduced |
| QRG Capital Management, Inc. | 3,881 | $338.0K | 0.00% | +271+7.5% | Added |
| Public Employees Retirement Association of Colorado | 3,787 | $330.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,713 | $323.4K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,591 | $312.7K | 0.00% | −1,972−35.4% | Reduced |
| Counterpoint Mutual Funds LLC | 3,495 | $304.4K | 0.03% | +3,495 | New |
| Alteri Wealth LLC | 3,365 | $293.1K | 0.08% | 00.0% | Unchanged |
| JustInvest LLC | 3,362 | $292.8K | 0.00% | −1,661−33.1% | Reduced |
| Amundi | 3,250 | $283.1K | 0.00% | +3,250 | New |
| Wolverine Asset Management LLC | 3,136 | $273.1K | 0.00% | +68+2.2% | Added |
| Cooper Financial Group | 3,099 | $270.0K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 3,008 | $262.0K | 0.00% | +3,008 | New |
| Xponance, Inc. | 2,986 | $260.1K | 0.00% | +220+8.0% | Added |
| Great West Life Assurance Co | 2,987 | $259.0K | 0.00% | −794−21.0% | Reduced |
| Mariner, LLC | 2,881 | $251.0K | 0.00% | +5+0.2% | Added |
| Advisor Group Holdings, Inc. | 2,812 | $245.0K | 0.00% | −443−13.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,725 | $237.3K | 0.01% | +350+14.7% | Added |
| DV Trading LLC | 2,700 | $235.2K | 0.02% | +2,700 | New |
| Hohimer Wealth Management, LLC | 2,467 | $214.9K | 0.02% | +12+0.5% | Added |
| Ensign Peak Advisors, Inc | 2,419 | $210.7K | 0.00% | −200−7.6% | Reduced |
| Winton Group Ltd | 2,300 | $200.3K | 0.01% | −3,100−57.4% | Reduced |
| Nykredit A/S | 2,244 | $195.5K | 0.00% | +2,244 | New |
| Tower Research Capital LLC (TRC) | 1,871 | $163.0K | 0.00% | −1,338−41.7% | Reduced |
| Royal Bank of Canada | 1,596 | $140.0K | 0.00% | +807+102.3% | Added |
| SG Americas Securities, LLC | 1,583 | $138.0K | 0.00% | −9,246−85.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,178 | $102.6K | 0.00% | +1,077+1,066.3% | Added |
| Jones Financial Companies LLLP | 954 | $82.1K | 0.00% | +629+193.5% | Added |
| KBC Group NV | 925 | $81.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 910 | $79.3K | 0.00% | +100+12.3% | Added |
| Rockefeller Capital Management L.P. | 818 | $71.2K | 0.00% | +34+4.3% | Added |
| US Bancorp | 787 | $68.5K | 0.00% | −205−20.7% | Reduced |
| Sterling Capital Management LLC | 605 | $52.7K | 0.00% | −364−37.6% | Reduced |
| Harbor Capital Advisors, Inc. | 491 | $43.0K | 0.00% | −148−23.2% | Reduced |
| Freestone Grove Partners LP | 473 | $41.2K | 0.00% | −11,913−96.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 448 | $39.0K | 0.00% | −155−25.7% | Reduced |
| Covestor Ltd | 423 | $37.0K | 0.02% | +299+241.1% | Added |
| Silvant Capital Management LLC | 385 | $33.5K | 0.00% | +385 | New |
| Nomura Asset Management Co Ltd | 320 | $27.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 288 | $25.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 278 | $23.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 252 | $22.0K | 0.00% | −23−8.4% | Reduced |
| Nisa Investment Advisors, LLC | 239 | $20.8K | 0.00% | +5+2.1% | Added |
| Kemnay Advisory Services Inc. | 228 | $19.9K | 0.00% | +15+7.0% | Added |
| Caption Management, LLC | 200 | $17.4K | 0.00% | −2,860−93.5% | Reduced |
| Optiver Holding B.V. | 192 | $16.7K | 0.00% | +88+84.6% | Added |
| Parkside Financial Bank & Trust | 178 | $15.5K | 0.00% | −880−83.2% | Reduced |
| Signaturefd, LLC | 174 | $15.2K | 0.00% | +12+7.4% | Added |
| Allworth Financial LP | 165 | $14.4K | 0.00% | +81+96.4% | Added |
| IFP Advisors, Inc | 164 | $14.3K | 0.00% | +149+993.3% | Added |
| EverSource Wealth Advisors, LLC | 144 | $12.5K | 0.00% | −170−54.1% | Reduced |
| Private Wealth Asset Management, LLC | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 106 | $9.23K | 0.00% | +18+20.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 105 | $9.15K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 95 | $8.28K | 0.00% | −21−18.1% | Reduced |
| Bessemer Group Inc | 75 | $7.00K | 0.00% | −20−21.1% | Reduced |
| SBI Securities Co., Ltd. | 80 | $6.97K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 80 | $6.95K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 75 | $6.53K | 0.00% | +75 | New |
| Farther Finance Advisors, LLC | 75 | $6.53K | 0.00% | +47+167.9% | Added |
| Kilter Group LLC | 70 | $6.10K | 0.00% | +5+7.7% | Added |
| Strategic Wealth Partners, Ltd. | 53 | $4.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $4.44K | 0.00% | +3+6.3% | Added |
| Essential Partners LLC | 46 | $4.01K | 0.00% | −38−45.2% | Reduced |
| 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 |
| True Wealth Design, LLC | 42 | $3.66K | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 34 | $2.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $2.87K | 0.00% | +5+17.9% | Added |
| 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 |
| Ronald Blue Trust, Inc. | 27 | $2.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 24 | $2.09K | 0.00% | −77−76.2% | Reduced |
| Quarry LP | 24 | $2.09K | 0.00% | +15+166.7% | Added |