Skip to main content

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
CIBC World Markets Inc.15,413$1.03M0.00%––
Renaissance Group LLC15,571$1.04M0.04%––
Envestnet Asset Management Inc15,593$1.04M0.00%––
Victory Capital Management Inc15,833$1.06M0.00%––
Globeflex Capital L P16,272$1.09M0.20%––
MetLife Investment Management16,367$1.09M0.01%––
Jackson Creek Investment Advisors LLC16,443$1.10M0.38%––
Truist Financial Corp16,552$1.11M0.00%––
Affinity Investment Advisors, LLC16,557$1.11M0.41%––
State Board of Administration of Florida Retirement System16,787$1.12M0.00%––
Arizona State Retirement System16,871$1.13M0.01%––
Royal Bank of Canada17,449$1.17M0.00%––
Ativo Capital Management LLC17,534$1.17M0.50%––
Two Sigma Investments, LP17,600$1.18M0.00%––
Summit Wealth & Retirement Planning, Inc.17,716$1.19M0.44%––
Creative Planning18,087$1.21M0.00%––
Voya Investment Management LLC18,218$1.22M0.00%––
UBS Group AG18,882$1.26M0.00%––
Meeder Asset Management Inc19,229$1.29M0.07%––
Balyasny Asset Management LLC19,375$1.30M0.01%––
Wiley Bros.-Aintree Capital, LLC19,725$1.32M0.96%––
Susquehanna International Group, LLP20,430$1.37M0.00%––
Citadel Advisors LLC20,554$1.37M0.00%––
STRS Ohio20,900$1.40M0.01%––
Raymond James Financial Services Advisors, Inc.21,448$1.43M0.00%––
BNP Paribas Arbitrage, SA21,916$1.47M0.00%––
Algert Global LLC21,927$1.47M0.47%––
M&G Investment Management Ltd22,646$1.52M0.01%––
FJ Capital Management LLC22,700$1.52M0.13%––
Massachusetts Financial Services Co22,850$1.53M0.00%––
D. E. Shaw & Co., Inc.22,970$1.54M0.00%––
Legal & General Group Plc23,046$1.54M0.00%––
LPL Financial LLC23,515$1.57M0.00%––
Manufacturers Life Insurance Company, The23,608$1.58M0.00%––
American International Group, Inc.24,232$1.62M0.01%––
Jane Street Group, LLC24,477$1.64M0.00%––
Full18 Capital LLC28,791$1.67M0.81%––
ETF Managers Group, LLC25,778$1.73M0.03%––
NFJ Investment Group, LLC26,411$1.77M0.04%––
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income27,680$1.85M0.21%––
Ergoteles LLC28,000$1.87M0.06%––
Nations Financial Group Inc,28,730$1.92M0.44%––
Virginia Retirement Systems Et Al28,900$1.93M0.02%––
Deutsche Bank AG29,284$1.96M0.00%––
DekaBank Deutsche Girozentrale30,043$2.00M0.01%––
Cubist Systematic Strategies, LLC30,823$2.06M0.03%––
Kiwi Wealth Investments Limited Partnership35,621$2.38M0.14%––
Public Employees Retirement System of Ohio36,198$2.42M0.01%––
Triasima Portfolio Management inc.36,310$2.43M0.12%––
Leuthold Group, LLC36,990$2.47M0.31%––
State of New Jersey Common Pension Fund D38,211$2.56M0.01%––
Strategic Global Advisors, LLC38,274$2.56M0.46%––
Zacks Investment Management39,525$2.64M0.05%––
DuPont Capital Management Corp41,810$2.80M0.07%––
Paradiem, LLC47,383$2.83M0.94%––
Citigroup Inc42,390$2.83M0.00%––
E. Ohman J:or Asset Management AB43,700$2.92M0.11%––
Origin Asset Management LLP44,158$2.95M0.30%––
Hennessy Advisors Inc46,800$3.13M0.18%––
Denali Advisors LLC47,218$3.16M0.97%––
Credit Suisse AG48,286$3.23M0.00%––
Clark Capital Management Group, Inc.48,549$3.25M0.05%––
Hussman Strategic Advisors, Inc.50,400$3.37M0.69%––
Ameriprise Financial Inc52,429$3.51M0.00%––
Voloridge Investment Management, LLC52,428$3.51M0.03%––
Foster & Motley Inc53,749$3.59M0.32%––
Navellier & Associates Inc54,920$3.67M0.66%––
SEI Investments Co56,356$3.70M0.01%––
TD Asset Management Inc55,937$3.74M0.00%––
Ellington Management Group LLC61,343$4.10M1.50%––
UBS Asset Management Americas Inc62,061$4.15M0.00%––
Rhumbline Advisers62,336$4.17M0.01%––
California State Teachers Retirement System62,711$4.19M0.01%––
Sovarnum Capital L.P.63,700$4.26M3.21%––
California Public Employees Retirement System64,659$4.32M0.00%––
Panagora Asset Management Inc66,274$4.43M0.02%––
Jefferies Group LLC67,250$4.50M0.11%––
Amundi Asset Management US, Inc.67,342$4.50M0.00%––
Beacon Harbor Wealth Advisors, Inc.71,502$4.78M1.91%––
AQR Capital Management LLC76,700$5.13M0.01%––
FMR LLC77,431$5.18M0.00%––
New York State Common Retirement Fund83,070$5.55M0.01%––
American Century Companies Inc83,980$5.62M0.00%––
Assenagon Asset Management S.A.86,128$5.76M0.03%––
Philadelphia Financial Management of San Francisco, LLC92,047$6.16M1.86%––
Renaissance Technologies LLC93,476$6.25M0.01%––
Parametric Portfolio Associates LLC95,833$6.41M0.00%––
AXA S.A.96,777$6.47M0.02%––
Bank of America Corp101,329$6.78M0.00%––
First Trust Advisors LP102,236$6.84M0.01%––
Man Group plc109,250$7.30M0.03%––
Kennedy Capital Management, Inc.123,187$8.24M0.17%––
Swiss National Bank132,500$8.86M0.01%––
Wells Fargo & Company146,725$9.81M0.00%––
Millennium Management LLC148,158$9.91M0.01%––
OCO Capital Partners, L.P.150,000$10.0M8.08%––
No Street GP LP150,000$10.0M1.70%––
Prudential Financial Inc156,510$10.5M0.02%––
Russell Investments Group, Ltd.177,385$11.9M0.02%––
Allianz Asset Management GmbH204,413$13.7M0.01%––