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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, Q1 2021

Institutional positions in PennyMac Financial Services, Inc. as of Mar 31, 2021. 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
No complete 13F data for Q4 2020
Shares held
34.0M
No complete 13F data for Q4 2020
Total value
$2.27B
No complete 13F data for Q4 2020

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 holdersQ1 2021: 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 heldQ1 2021: $2.27B
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, Q1 2021

Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PFSI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Assetmark, Inc12$1.00K0.00%––
Plante Moran Financial Advisors, LLC21$1.00K0.00%––
Berman Capital Advisors, LLC23$1.00K0.00%––
Optimum Investment Advisors58$4.00K0.00%––
Signaturefd, LLC60$4.00K0.00%––
Barclays PLC77$5.00K0.00%––
First Horizon Advisors, Inc.92$5.00K0.00%––
TFC Financial Management85$6.00K0.00%––
Robbins Farley LLC100$6.00K0.01%––
Proequities, Inc.106$7.00K0.00%––
Webster Bank, N. A.100$7.00K0.00%––
HighMark Wealth Management LLC101$7.00K0.01%––
Eudaimonia Partners, LLC100$7.00K0.00%––
Versant Capital Management, Inc129$9.00K0.00%––
Sowell Financial Services LLC174$10.0K0.00%––
TCI Wealth Advisors, Inc.158$11.0K0.00%––
Pacifica Partners Inc.250$16.0K0.01%––
The PNC Financial Services Group, Inc.300$20.0K0.00%––
American Portfolios Advisors300$20.1K0.00%––
Ameritas Investment Company, LLC308$20.6K0.00%––
Federation des caisses Desjardins du Quebec315$21.1K0.00%––
Norway Savings Bank325$22.0K0.01%––
Parkside Financial Bank & Trust461$31.0K0.01%––
Quadrant Capital Group LLC460$31.0K0.01%––
US Bancorp634$42.0K0.00%––
Harvest Fund Management Co., Ltd685$45.0K0.00%––
Nisa Investment Advisors, LLC1,000$67.0K0.00%––
Ci Investments Inc.1,018$68.0K0.00%––
C M Bidwell & Associates Ltd1,035$69.0K0.05%––
Bank of Montreal1,182$70.0K0.00%––
Point72 Hong Kong Ltd1,239$83.0K0.01%––
Toronto Dominion Bank1,690$113.0K0.00%––
Macquarie Group Ltd2,315$155.0K0.00%––
Parallax Volatility Advisers, L.P.2,324$155.0K0.00%––
Oberweis Asset Management Inc3,100$207.0K0.04%––
IFP Advisors, Inc3,173$212.0K0.00%––
Shell Asset Management Co3,286$220.0K0.00%––
Redhawk Wealth Advisors, Inc.3,284$220.0K0.05%––
Cornerstone Wealth Management, LLC3,342$223.0K0.03%––
Y-Intercept (Hong Kong) Ltd3,342$224.0K0.06%––
Ameritas Investment Partners, Inc.3,382$226.0K0.01%––
Captrust Financial Advisors3,586$240.0K0.00%––
Amalgamated Bank3,664$245.0K0.01%––
Diversified Trust Co3,744$250.0K0.01%––
Keebeck Alpha, LP3,737$250.0K0.11%––
Tower Research Capital LLC (TRC)3,831$256.0K0.00%––
Great West Life Assurance Co3,941$263.0K0.00%––
Sumitomo Mitsui Trust Holdings, Inc.4,000$267.0K0.00%––
Pictet Asset Management Ltd4,529$303.0K0.00%––
Versor Investments LP4,761$318.0K0.02%––
Federated Hermes, Inc.4,801$321.0K0.00%––
ExodusPoint Capital Management, LP4,837$323.0K0.01%––
LSV Asset Management4,854$324.0K0.00%––
Principal Financial Group Inc4,869$326.0K0.00%––
State of Wisconsin Investment Board5,000$334.0K0.00%––
Bayesian Capital Management, LP5,100$341.0K0.08%––
Alps Advisors Inc5,213$349.0K0.00%––
Janus Henderson Group PLC5,687$380.0K0.00%––
Centiva Capital, LP5,685$380.0K0.05%––
Lebenthal Global Advisors, LLC5,755$384.0K0.24%––
XTX Topco Ltd5,959$398.0K0.19%––
IndexIQ Advisors LLC5,986$400.0K0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC6,141$411.0K0.00%––
Lazard Asset Management LLC6,291$420.0K0.00%––
Teacher Retirement System of Texas6,413$429.0K0.00%––
Professional Planning6,469$432.0K0.21%––
Campbell & CO Investment Adviser LLC6,663$446.0K0.28%––
Lingohr & Partner Asset Management GmbH7,100$475.0K1.19%––
Handelsbanken Fonder AB7,300$488.0K0.00%––
Caxton Associates LP7,528$503.0K0.05%––
Corient Capital Partners, LLC7,685$514.0K0.04%––
Symphony Financial, Ltd. Co.8,600$515.0K0.14%––
Commonwealth Equity Services, LLC7,754$518.0K0.00%––
Occudo Quantitative Strategies LP7,811$522.0K0.11%––
Quantbot Technologies LP8,159$545.0K0.05%––
Two Sigma Advisers, LP8,600$575.0K0.00%––
Advisor Group Holdings, Inc.8,744$583.0K0.00%––
Tru Independence Asset Management 2, LLC8,730$584.0K0.46%––
Public Employees Retirement Association of Colorado8,991$601.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)9,063$606.0K0.00%––
First Quadrant L P9,100$609.0K0.06%––
First Hawaiian Bank9,155$612.0K0.03%––
Janney Montgomery Scott LLC9,207$616.0K0.00%––
Los Angeles Capital Management LLC9,572$640.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital9,705$649.0K0.01%––
Jump Financial, LLC10,129$677.0K0.06%––
SG Americas Securities, LLC10,434$698.0K0.00%––
Mercer Global Advisors Inc10,553$706.0K0.01%––
Metropolitan Life Insurance Co10,787$721.3K0.01%––
Raymond James & Associates10,971$734.0K0.00%––
Sciencast Management LP12,331$737.0K0.15%––
ClariVest Asset Management LLC11,045$739.0K0.03%––
ProShare Advisors LLC11,121$744.0K0.00%––
O'Shaughnessy Asset Management, LLC11,678$781.0K0.02%––
Martingale Asset Management L P11,817$791.0K0.01%––
Wakefield Asset Management LLLP11,882$795.0K0.32%––
CWM Advisors, LLC12,483$835.0K0.13%––
Neuberger Berman Group LLC14,296$956.0K0.00%––
Winton Group Ltd14,395$963.0K0.05%––
Skandinaviska Enskilda Banken AB (publ)15,100$1.01M0.01%––