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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
FJ Capital Management LLC22,700$1.52M0.13%––
M&G Investment Management Ltd22,646$1.52M0.01%––
Algert Global LLC21,927$1.47M0.47%––
BNP Paribas Arbitrage, SA21,916$1.47M0.00%––
Raymond James Financial Services Advisors, Inc.21,448$1.43M0.00%––
STRS Ohio20,900$1.40M0.01%––
Citadel Advisors LLC20,554$1.37M0.00%––
Susquehanna International Group, LLP20,430$1.37M0.00%––
Wiley Bros.-Aintree Capital, LLC19,725$1.32M0.96%––
Balyasny Asset Management LLC19,375$1.30M0.01%––
Meeder Asset Management Inc19,229$1.29M0.07%––
UBS Group AG18,882$1.26M0.00%––
Voya Investment Management LLC18,218$1.22M0.00%––
Creative Planning18,087$1.21M0.00%––
Summit Wealth & Retirement Planning, Inc.17,716$1.19M0.44%––
Two Sigma Investments, LP17,600$1.18M0.00%––
Ativo Capital Management LLC17,534$1.17M0.50%––
Royal Bank of Canada17,449$1.17M0.00%––
Arizona State Retirement System16,871$1.13M0.01%––
State Board of Administration of Florida Retirement System16,787$1.12M0.00%––
Truist Financial Corp16,552$1.11M0.00%––
Affinity Investment Advisors, LLC16,557$1.11M0.41%––
Jackson Creek Investment Advisors LLC16,443$1.10M0.38%––
MetLife Investment Management16,367$1.09M0.01%––
Globeflex Capital L P16,272$1.09M0.20%––
Victory Capital Management Inc15,833$1.06M0.00%––
Envestnet Asset Management Inc15,593$1.04M0.00%––
Renaissance Group LLC15,571$1.04M0.04%––
CIBC World Markets Inc.15,413$1.03M0.00%––
Skandinaviska Enskilda Banken AB (publ)15,100$1.01M0.01%––
Winton Group Ltd14,395$963.0K0.05%––
Neuberger Berman Group LLC14,296$956.0K0.00%––
CWM Advisors, LLC12,483$835.0K0.13%––
Wakefield Asset Management LLLP11,882$795.0K0.32%––
Martingale Asset Management L P11,817$791.0K0.01%––
O'Shaughnessy Asset Management, LLC11,678$781.0K0.02%––
ProShare Advisors LLC11,121$744.0K0.00%––
ClariVest Asset Management LLC11,045$739.0K0.03%––
Sciencast Management LP12,331$737.0K0.15%––
Raymond James & Associates10,971$734.0K0.00%––
Metropolitan Life Insurance Co10,787$721.3K0.01%––
Mercer Global Advisors Inc10,553$706.0K0.01%––
SG Americas Securities, LLC10,434$698.0K0.00%––
Jump Financial, LLC10,129$677.0K0.06%––
Maverick Capital LtdSuperinvestorMaverick Capital9,705$649.0K0.01%––
Los Angeles Capital Management LLC9,572$640.0K0.00%––
Janney Montgomery Scott LLC9,207$616.0K0.00%––
First Hawaiian Bank9,155$612.0K0.03%––
First Quadrant L P9,100$609.0K0.06%––
Zurcher Kantonalbank (Zurich Cantonalbank)9,063$606.0K0.00%––
Public Employees Retirement Association of Colorado8,991$601.0K0.00%––
Tru Independence Asset Management 2, LLC8,730$584.0K0.46%––
Advisor Group Holdings, Inc.8,744$583.0K0.00%––
Two Sigma Advisers, LP8,600$575.0K0.00%––
Quantbot Technologies LP8,159$545.0K0.05%––
Occudo Quantitative Strategies LP7,811$522.0K0.11%––
Commonwealth Equity Services, LLC7,754$518.0K0.00%––
Symphony Financial, Ltd. Co.8,600$515.0K0.14%––
Corient Capital Partners, LLC7,685$514.0K0.04%––
Caxton Associates LP7,528$503.0K0.05%––
Handelsbanken Fonder AB7,300$488.0K0.00%––
Lingohr & Partner Asset Management GmbH7,100$475.0K1.19%––
Campbell & CO Investment Adviser LLC6,663$446.0K0.28%––
Professional Planning6,469$432.0K0.21%––
Teacher Retirement System of Texas6,413$429.0K0.00%––
Lazard Asset Management LLC6,291$420.0K0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC6,141$411.0K0.00%––
IndexIQ Advisors LLC5,986$400.0K0.01%––
XTX Topco Ltd5,959$398.0K0.19%––
Lebenthal Global Advisors, LLC5,755$384.0K0.24%––
Janus Henderson Group PLC5,687$380.0K0.00%––
Centiva Capital, LP5,685$380.0K0.05%––
Alps Advisors Inc5,213$349.0K0.00%––
Bayesian Capital Management, LP5,100$341.0K0.08%––
State of Wisconsin Investment Board5,000$334.0K0.00%––
Principal Financial Group Inc4,869$326.0K0.00%––
LSV Asset Management4,854$324.0K0.00%––
ExodusPoint Capital Management, LP4,837$323.0K0.01%––
Federated Hermes, Inc.4,801$321.0K0.00%––
Versor Investments LP4,761$318.0K0.02%––
Pictet Asset Management Ltd4,529$303.0K0.00%––
Sumitomo Mitsui Trust Holdings, Inc.4,000$267.0K0.00%––
Great West Life Assurance Co3,941$263.0K0.00%––
Tower Research Capital LLC (TRC)3,831$256.0K0.00%––
Diversified Trust Co3,744$250.0K0.01%––
Keebeck Alpha, LP3,737$250.0K0.11%––
Amalgamated Bank3,664$245.0K0.01%––
Captrust Financial Advisors3,586$240.0K0.00%––
Ameritas Investment Partners, Inc.3,382$226.0K0.01%––
Y-Intercept (Hong Kong) Ltd3,342$224.0K0.06%––
Cornerstone Wealth Management, LLC3,342$223.0K0.03%––
Shell Asset Management Co3,286$220.0K0.00%––
Redhawk Wealth Advisors, Inc.3,284$220.0K0.05%––
IFP Advisors, Inc3,173$212.0K0.00%––
Oberweis Asset Management Inc3,100$207.0K0.04%––
Macquarie Group Ltd2,315$155.0K0.00%––
Parallax Volatility Advisers, L.P.2,324$155.0K0.00%––
Toronto Dominion Bank1,690$113.0K0.00%––
Point72 Hong Kong Ltd1,239$83.0K0.01%––
Bank of Montreal1,182$70.0K0.00%––