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 2021
Institutional positions in PennyMac Financial Services, Inc. as of Jun 30, 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
- 201
- −28 vs. Q1 2021
- Shares held
- 32.9M
- −974.9K (−2.9%) vs. Q1 2021
- Total value
- $2.03B
- −$233.3M (−10.3%) vs. Q1 2021
- New holders
- 39
- 55 more added
- Sold out
- 67
- 88 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 230 | $2.93B |
| Q1 2026 | 234 | $2.94B |
| Q4 2025 | 265 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| Q3 2022 | 169 | $1.27B |
| Q2 2022 | 175 | $1.31B |
| Q1 2022 | 185 | $1.69B |
| Q4 2021 | 205 | $2.12B |
| Q3 2021 | 200 | $2.01B |
| Q2 2021 | 201 | $2.03B |
| Q1 2021 | 230 | $2.27B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 4,054,169 | $250.2M | 0.02% | −841,232−17.2% | Reduced |
| MFN Partners Management, LP | 3,531,792 | $218.0M | 11.71% | +2,023,049+134.1% | Added |
| Vanguard Group Inc | 3,499,217 | $216.0M | 0.01% | −121,739−3.4% | Reduced |
| BlackRock Inc. | 2,577,948 | $159.1M | 0.00% | −1,084,179−29.6% | Reduced |
| Basswood Capital Management, L.L.C. | 2,462,355 | $152.0M | 6.36% | +537,407+27.9% | Added |
| Senvest Management, LLC | 1,986,661 | $122.6M | 3.66% | +5,000+0.3% | Added |
| State Street Corp | 1,491,541 | $92.1M | 0.00% | −260,454−14.9% | Reduced |
| Clough Capital Partners L P | 981,601 | $60.6M | 3.40% | +240,900+32.5% | Added |
| Par Capital Management Inc | 691,600 | $42.7M | 1.06% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 640,824 | $39.6M | 0.01% | −40,284−5.9% | Reduced |
| Goldman Sachs Group Inc | 600,222 | $37.0M | 0.01% | +277,849+86.2% | Added |
| Northern Trust Corp | 537,201 | $33.2M | 0.01% | −67,588−11.2% | Reduced |
| Boston Partners | 532,986 | $32.8M | 0.04% | −3,167−0.6% | Reduced |
| Morgan Stanley | 431,227 | $26.6M | 0.00% | +120,117+38.6% | Added |
| Alliancebernstein L.P. | 408,355 | $25.2M | 0.01% | −8,327−2.0% | Reduced |
| Norges Bank | 342,547 | $21.1M | 0.00% | −16,124−4.5% | Reduced |
| BlueCrest Capital Management Ltd | 318,812 | $19.7M | 0.63% | +318,812 | New |
| Nuveen Asset Management, LLC | 317,112 | $19.6M | 0.01% | −25,683−7.5% | Reduced |
| Bank of New York Mellon Corp | 311,175 | $19.2M | 0.00% | −14,381−4.4% | Reduced |
| JPMorgan Chase & Co | 297,540 | $18.4M | 0.00% | −287,284−49.1% | Reduced |
| Charles Schwab Investment Management Inc | 280,617 | $17.3M | 0.01% | −4,261−1.5% | Reduced |
| Voloridge Investment Management, LLC | 254,700 | $15.7M | 0.11% | +202,272+385.8% | Added |
| Great Lakes Advisors, LLC | 253,034 | $15.6M | 0.24% | −6,530−2.5% | Reduced |
| Renaissance Technologies LLC | 240,800 | $14.9M | 0.02% | +147,324+157.6% | Added |
| Allianz Asset Management GmbH | 239,796 | $14.8M | 0.01% | +35,383+17.3% | Added |
| Invesco Ltd. | 231,126 | $14.3M | 0.00% | −48,857−17.4% | Reduced |
| Brandywine Global Investment Management, LLC | 202,590 | $12.5M | 0.09% | −7,041−3.4% | Reduced |
| Marshall Wace North America L.P. | 190,727 | $11.8M | 0.05% | +190,727 | New |
| Ellington Management Group LLC | 187,278 | $11.6M | 3.48% | +125,935+205.3% | Added |
| Susquehanna International Group, LLP | 181,123 | $11.2M | 0.01% | +160,693+786.6% | Added |
| Two Sigma Investments, LP | 143,537 | $8.86M | 0.02% | +125,937+715.6% | Added |
| Jacobs Asset Management, LLC | 140,000 | $8.64M | 3.23% | −75,000−34.9% | Reduced |
| Kettle Hill Capital Management, LLC | 129,100 | $7.97M | 1.41% | +129,100 | New |
| Jacobs Levy Equity Management, Inc | 127,034 | $7.84M | 0.05% | −131,882−50.9% | Reduced |
| Assenagon Asset Management S.A. | 124,858 | $7.71M | 0.03% | +38,730+45.0% | Added |
| Swiss National Bank | 122,100 | $7.54M | 0.00% | −10,400−7.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 117,224 | $7.24M | 0.17% | +117,224 | New |
| American Century Companies Inc | 109,932 | $6.79M | 0.00% | +25,952+30.9% | Added |
| Millennium Management LLC | 109,645 | $6.77M | 0.01% | −38,513−26.0% | Reduced |
| Cooperman Leon G | 100,225 | $6.19M | 0.35% | +100,225 | New |
| Wells Fargo & Company | 97,698 | $6.03M | 0.00% | −49,027−33.4% | Reduced |
| K2 Principal Fund, L.P. | 97,284 | $6.00M | 0.67% | −336,005−77.5% | Reduced |
| First Trust Advisors LP | 94,890 | $5.86M | 0.01% | −7,346−7.2% | Reduced |
| Jane Street Group, LLC | 91,192 | $5.63M | 0.01% | +66,715+272.6% | Added |
| Prudential Financial Inc | 87,808 | $5.42M | 0.01% | −68,702−43.9% | Reduced |
| FMR LLC | 87,244 | $5.38M | 0.00% | +9,813+12.7% | Added |
| Sovarnum Capital L.P. | 83,700 | $5.17M | 3.26% | +20,000+31.4% | Added |
| Russell Investments Group, Ltd. | 82,236 | $5.07M | 0.01% | −95,149−53.6% | Reduced |
| Bank of America Corp | 81,041 | $5.00M | 0.00% | −20,288−20.0% | Reduced |
| Group One Trading, L.P. | 72,476 | $4.47M | 0.09% | +72,476 | New |
| AQR Capital Management LLC | 69,279 | $4.28M | 0.01% | −7,421−9.7% | Reduced |
| UBS Asset Management Americas Inc | 65,840 | $4.06M | 0.00% | +3,779+6.1% | Added |
| Navellier & Associates Inc | 59,798 | $3.69M | 0.56% | +4,878+8.9% | Added |
| Paradiem, LLC | 50,512 | $3.40M | 1.05% | +3,129+6.6% | Added |
| Parametric Portfolio Associates LLC | 54,166 | $3.34M | 0.00% | −41,667−43.5% | Reduced |
| Acadian Asset Management LLC | 53,092 | $3.28M | 0.01% | −175,957−76.8% | Reduced |
| Denali Advisors LLC | 52,718 | $3.25M | 1.25% | +5,500+11.6% | Added |
| Rhumbline Advisers | 52,550 | $3.24M | 0.00% | −9,786−15.7% | Reduced |
| NFJ Investment Group, LLC | 52,268 | $3.23M | 0.06% | +25,857+97.9% | Added |
| Lazard Asset Management LLC | 52,040 | $3.21M | 0.00% | +45,749+727.2% | Added |
| Cutler Group LP | 51,790 | $3.20M | 0.24% | +51,790 | New |
| Hussman Strategic Advisors, Inc. | 50,400 | $3.11M | 0.64% | 00.0% | Unchanged |
| Citadel Advisors LLC | 50,254 | $3.10M | 0.00% | +29,700+144.5% | Added |
| California State Teachers Retirement System | 48,640 | $3.00M | 0.00% | −14,071−22.4% | Reduced |
| New York State Common Retirement Fund | 48,245 | $2.98M | 0.00% | −34,825−41.9% | Reduced |
| Hennessy Advisors Inc | 46,800 | $2.89M | 0.16% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 46,200 | $2.85M | 0.09% | +2,500+5.7% | Added |
| Foster & Motley Inc | 45,529 | $2.81M | 0.24% | −8,220−15.3% | Reduced |
| TD Asset Management Inc | 44,179 | $2.78M | 0.00% | −11,758−21.0% | Reduced |
| Citigroup Inc | 44,648 | $2.76M | 0.00% | +2,258+5.3% | Added |
| Credit Suisse AG | 43,470 | $2.75M | 0.00% | −4,816−10.0% | Reduced |
| Royal Bank of Canada | 42,188 | $2.60M | 0.00% | +24,739+141.8% | Added |
| State of New Jersey Common Pension Fund D | 40,907 | $2.52M | 0.01% | +2,696+7.1% | Added |
| D. E. Shaw & Co., Inc. | 37,381 | $2.31M | 0.00% | +14,411+62.7% | Added |
| DuPont Capital Management Corp | 36,582 | $2.26M | 0.05% | −5,228−12.5% | Reduced |
| Ameriprise Financial Inc | 36,370 | $2.25M | 0.00% | −16,059−30.6% | Reduced |
| Leuthold Group, LLC | 36,291 | $2.24M | 0.28% | −699−1.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 35,621 | $2.20M | 0.11% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 34,645 | $2.14M | 0.06% | +34,645 | New |
| BNP Paribas Arbitrage, SA | 33,442 | $2.06M | 0.00% | +11,526+52.6% | Added |
| Jefferies Group LLC | 32,634 | $2.01M | 0.04% | −34,616−51.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 32,600 | $2.01M | 0.00% | +32,600 | New |
| Ergoteles LLC | 32,363 | $2.00M | 0.05% | +4,363+15.6% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 31,490 | $1.94M | 0.22% | +3,810+13.8% | Added |
| HAP Trading, LLC | 31,233 | $1.93M | 0.12% | +31,233 | New |
| DekaBank Deutsche Girozentrale | 30,043 | $1.87M | 0.01% | 00.0% | Unchanged |
| UBS Oconnor LLC | 30,000 | $1.85M | 0.00% | +30,000 | New |
| Public Employees Retirement System of Ohio | 27,851 | $1.72M | 0.01% | −8,347−23.1% | Reduced |
| LSV Asset Management | 27,254 | $1.68M | 0.00% | +22,400+461.5% | Added |
| Holocene Advisors, LP | 25,490 | $1.57M | 0.01% | +25,490 | New |
| Wolverine Trading, LLC | 24,556 | $1.55M | 0.04% | +24,556 | New |
| Raymond James Financial Services Advisors, Inc. | 24,991 | $1.54M | 0.00% | +3,543+16.5% | Added |
| Deutsche Bank AG | 23,861 | $1.47M | 0.00% | −5,423−18.5% | Reduced |
| Legal & General Group Plc | 22,293 | $1.38M | 0.00% | −753−3.3% | Reduced |
| Cubist Systematic Strategies, LLC | 21,508 | $1.33M | 0.01% | −9,315−30.2% | Reduced |
| Simplex Trading, LLC | 21,075 | $1.30M | 0.05% | +21,075 | New |
| Manufacturers Life Insurance Company, The | 19,980 | $1.23M | 0.00% | −3,628−15.4% | Reduced |
| American International Group, Inc. | 19,794 | $1.22M | 0.00% | −4,438−18.3% | Reduced |
| SEI Investments Co | 19,681 | $1.22M | 0.00% | −36,675−65.1% | Reduced |
| STRS Ohio | 19,200 | $1.19M | 0.00% | −1,700−8.1% | Reduced |