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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.

Institutional holdersQ2 2026: 230 institutions
Q1 2021: 230 institutionsQ2 2021: 201 institutionsQ3 2021: 200 institutionsQ4 2021: 205 institutionsQ1 2022: 185 institutionsQ2 2022: 175 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 176 institutionsQ2 2023: 169 institutionsQ3 2023: 176 institutionsQ4 2023: 192 institutionsQ1 2024: 193 institutionsQ2 2024: 184 institutionsQ3 2024: 202 institutionsQ4 2024: 207 institutionsQ1 2025: 203 institutionsQ2 2025: 220 institutionsQ3 2025: 231 institutionsQ4 2025: 265 institutionsQ1 2026: 234 institutionsQ2 2026: 230 institutions
Value heldQ2 2026: $2.93B
Q1 2021: $2.27BQ2 2021: $2.03BQ3 2021: $2.01BQ4 2021: $2.12BQ1 2022: $1.69BQ2 2022: $1.31BQ3 2022: $1.27BQ4 2022: $1.62BQ1 2023: $1.74BQ2 2023: $2.07BQ3 2023: $1.91BQ4 2023: $2.58BQ1 2024: $2.63BQ2 2024: $2.76BQ3 2024: $3.49BQ4 2024: $3.11BQ1 2025: $3.16BQ2 2025: $3.07BQ3 2025: $3.96BQ4 2025: $4.12BQ1 2026: $2.94BQ2 2026: $2.93B
Institutions holding PFSI and their total value by quarter
QuarterHoldersValue
Q2 2026230$2.93B
Q1 2026234$2.94B
Q4 2025265$4.12B
Q3 2025231$3.96B
Q2 2025220$3.07B
Q1 2025203$3.16B
Q4 2024207$3.11B
Q3 2024202$3.49B
Q2 2024184$2.76B
Q1 2024193$2.63B
Q4 2023192$2.58B
Q3 2023176$1.91B
Q2 2023169$2.07B
Q1 2023176$1.74B
Q4 2022179$1.62B
Q3 2022169$1.27B
Q2 2022175$1.31B
Q1 2022185$1.69B
Q4 2021205$2.12B
Q3 2021200$2.01B
Q2 2021201$2.03B
Q1 2021230$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.

Institutions holding PFSI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Keating Financial Advisory Services, Inc.23$2.00K0.00%+2+9.5%Added
IMA Wealth, Inc.21$1.83K0.00%+7+50.0%Added
Steward Partners Investment Advisory, LLC20$1.74K0.00%00.0%Unchanged
JPL Wealth Management, LLC20$1.74K0.00%00.0%Unchanged
Manning & Napier Advisors LLC20$1.72K0.00%+20New
Creative Capital Management Investments LLC19$1.66K0.00%+19New
Valued Wealth Advisors LLC17$1.48K0.00%−10−37.0%Reduced
Bay Harbor Wealth Management, LLC13$1.13K0.00%00.0%Unchanged
SJS Investment Consulting Inc.11$9590.00%00.0%Unchanged
Rialto Wealth Management, LLC11$9590.00%+2+22.2%Added
Retirement Wealth Solutions LLC11$9590.00%+8+266.7%Added
DiNuzzo Private Wealth, Inc.10$8710.00%−1−9.1%Reduced
Godfrey Financial Associates, Inc.10$8710.00%00.0%Unchanged
Manchester Capital Management LLC8$6970.00%00.0%Unchanged
Private Wealth Management Group, LLC8$6970.00%00.0%Unchanged
HFM Investment Advisors, LLC8$6970.00%+4+100.0%Added
UMA Financial Services, Inc.8$6970.00%+8New
Bare Financial Services, Inc6$5230.00%−28−82.4%Reduced
Assetmark, Inc5$4360.00%−2−28.6%Reduced
Clearstead Advisors, LLC5$4360.00%+5New
LRI Investments, LLC3$2610.00%+3New
Wealth Enhancement Trust Services, Inc.3$2610.00%+3New
GHP Investment Advisors, Inc.2$1750.00%00.0%Unchanged
Hughes Financial Services, LLC2$1740.00%−1−33.3%Reduced
DecisionPoint Financial, LLC2$1700.00%+2New
TFC Financial Management1$880.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$880.00%+1New
Harbour Investments, Inc.1$870.00%00.0%Unchanged
Raffa Wealth Management, LLC1$870.00%00.0%Unchanged
Navigoe, LLC2$00.00%+2New
Boston Partners0$00.00%−362,101−100.0%Sold out
Canyon Capital Advisors LLC0$00.00%−187,500−100.0%Sold out
Azora Capital LP0$00.00%−109,878−100.0%Sold out
BW Gestao de Investimentos Ltda.0$00.00%−87,500−100.0%Sold out
Helix Partners Management LP0$00.00%−79,000−100.0%Sold out
Philadelphia Financial Management of San Francisco, LLC0$00.00%−69,366−100.0%Sold out
1832 Asset Management L.P.0$00.00%−66,700−100.0%Sold out
EMG Holdings, L.P.0$00.00%−65,727−100.0%Sold out
Two Sigma Investments, LP0$00.00%−47,824−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−23,565−100.0%Sold out
Walleye Capital LLC0$00.00%−19,940−100.0%Sold out
Prana Capital Management, LP0$00.00%−17,410−100.0%Sold out
Ulysses Management LLC0$00.00%−7,500−100.0%Sold out
HighVista Strategies LLC0$00.00%−7,306−100.0%Sold out
Capula Management Ltd0$00.00%−6,602−100.0%Sold out
Simplex Trading, LLC0$00.00%−5,535−100.0%Sold out
Alamea Verwaltungs GmbH0$00.00%−3,408−100.0%Sold out
Nordea Investment Management AB0$00.00%−3,122−100.0%Sold out
Inceptionr LLC0$00.00%−2,735−100.0%Sold out
Empowered Funds, LLC0$00.00%−2,662−100.0%Sold out
Navellier & Associates Inc0$00.00%−2,500−100.0%Sold out
Blackstone Group Inc.0$00.00%−2,447−100.0%Sold out
Armistice Capital, LLC0$00.00%−2,306−100.0%Sold out
Versant Capital Management, Inc0$00.00%−297−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−272−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−250−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−200−100.0%Sold out
Root Financial Partners, LLC0$00.00%−171−100.0%Sold out
MAI Capital Management0$00.00%−54−100.0%Sold out
Advisory Services Network, LLC0$00.00%−12−100.0%Sold out
GWM Advisors LLC0$00.00%−10−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−9−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−5−100.0%Sold out
Rossby Financial, LCC0$00.00%−3−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−1−100.0%Sold out
Principia Wealth Advisory, LLC0$00.00%−1−100.0%Sold out
Curio Wealth, LLC0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed