Institutional Ownership Penny Mac Financial Services, Inc. (PFSI)
This table provides information about the institutional ownership of Penny Mac Financial Services, Inc. (PFSI). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
102
shares
|
$10,433
0.0% of portfolio
|
Q2 2024
Added 175.68%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
88
shares
|
$9,001
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
80
shares
|
$8,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
73
shares
|
$7,467
0.0% of portfolio
|
Q4 2024
Reduced 41.13%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
67
shares
|
$6,853
0.0% of portfolio
|
Q2 2025
Added 204.55%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
52
shares
|
$5,319
0.0% of portfolio
|
Q1 2025
Added 85.71%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
49
shares
|
$5,012
0.0% of portfolio
|
Q1 2025
Added 53.13%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
45
shares
|
$4,603
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
45
shares
|
$4,603
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$4,500
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
35
shares
|
$3,580
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
33
shares
|
$3,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
31
shares
|
$3,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
27
shares
|
$2,761
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$2,659
0.0% of portfolio
|
Q1 2022
Added 44.44%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
25
shares
|
$2,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
22
shares
|
$2,250
0.0% of portfolio
|
Q1 2023
Reduced 46.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20
shares
|
$2,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
20
shares
|
$2,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19
shares
|
$1,943
0.0% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16
shares
|
$1,636
0.0% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
13
shares
|
$1,329
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
12
shares
|
$1,227
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
10
shares
|
$1,022
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$1,022
0.0% of portfolio
|
Q1 2025
New holding
|