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
- −$233.2M (−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 | $4.12B |
| Q3 2025 | 231 | $3.96B |
| Q2 2025 | 220 | $3.07B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.49B |
| Q2 2024 | 184 | $2.76B |
| Q1 2024 | 193 | $2.63B |
| Q4 2023 | 192 | $2.58B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.62B |
| 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 |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Trustcore Financial Services, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Private Capital Group, LLC | 15 | $1.00K | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 43 | $2.00K | 0.00% | −49−53.3% | Reduced |
| Harbour Investments, Inc. | 35 | $2.00K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 42 | $3.00K | 0.00% | +42 | New |
| Lee Financial Co | 48 | $3.00K | 0.00% | +48 | New |
| Parallax Volatility Advisers, L.P. | 66 | $4.00K | 0.00% | −2,258−97.2% | Reduced |
| Optimum Investment Advisors | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 102 | $6.00K | 0.00% | +1+1.0% | Added |
| Wealth Quarterback LLC | 145 | $9.00K | 0.01% | +145 | New |
| Harvest Fund Management Co., Ltd | 166 | $10.0K | 0.00% | −519−75.8% | Reduced |
| TCI Wealth Advisors, Inc. | 167 | $10.0K | 0.00% | +9+5.7% | Added |
| The PNC Financial Services Group, Inc. | 200 | $12.0K | 0.00% | −100−33.3% | Reduced |
| Counterpoint Mutual Funds LLC | 207 | $13.0K | 0.01% | +207 | New |
| D'Orazio & Associates, Inc. | 300 | $19.0K | 0.00% | +300 | New |
| Federation des caisses Desjardins du Quebec | 315 | $19.4K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 325 | $20.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 417 | $26.0K | 0.00% | −822−66.3% | Reduced |
| Parkside Financial Bank & Trust | 457 | $29.0K | 0.01% | −4−0.9% | Reduced |
| US Bancorp | 653 | $40.0K | 0.00% | +19+3.0% | Added |
| Canada Pension Plan Investment Board | 785 | $48.0K | 0.00% | +785 | New |
| Barclays PLC | 866 | $54.0K | 0.00% | +789+1,024.7% | Added |
| AlphaCentric Advisors LLC | 1,351 | $83.0K | 0.02% | +1,351 | New |
| Toronto Dominion Bank | 1,575 | $97.0K | 0.00% | −115−6.8% | Reduced |
| Ci Investments Inc. | 1,661 | $103.0K | 0.00% | +643+63.2% | Added |
| UBS Group AG | 2,064 | $128.0K | 0.00% | −16,818−89.1% | Reduced |
| NN Investment Partners Holdings N.V. | 2,100 | $130.0K | 0.00% | +2,100 | New |
| Captrust Financial Advisors | 2,577 | $159.0K | 0.00% | −1,009−28.1% | Reduced |
| SG Americas Securities, LLC | 2,733 | $169.0K | 0.00% | −7,701−73.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,770 | $171.0K | 0.01% | −612−18.1% | Reduced |
| IFP Advisors, Inc | 2,774 | $172.0K | 0.00% | −399−12.6% | Reduced |
| FORA Capital, LLC | 3,053 | $188.0K | 0.03% | +3,053 | New |
| Macquarie Group Ltd | 3,120 | $193.0K | 0.00% | +805+34.8% | Added |
| American Portfolios Advisors | 3,200 | $197.5K | 0.01% | +2,900+966.7% | Added |
| Cornerstone Wealth Management, LLC | 3,345 | $206.0K | 0.02% | +3+0.1% | Added |
| Pictet Asset Management Ltd | 3,429 | $212.0K | 0.00% | −1,100−24.3% | Reduced |
| Keebeck Alpha, LP | 3,427 | $212.0K | 0.07% | −310−8.3% | Reduced |
| Great West Life Assurance Co | 3,573 | $220.0K | 0.00% | −368−9.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,576 | $220.0K | 0.01% | −255−6.7% | Reduced |
| Caxton Associates LP | 3,924 | $242.0K | 0.03% | −3,604−47.9% | Reduced |
| Magnetar Financial LLC | 3,975 | $245.0K | 0.00% | +3,975 | New |
| Two Sigma Advisers, LP | 4,000 | $247.0K | 0.00% | −4,600−53.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,000 | $247.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 4,077 | $252.0K | 0.00% | −792−16.3% | Reduced |
| Bridgefront Capital, LLC | 4,137 | $255.0K | 0.10% | +4,137 | New |
| Janney Montgomery Scott LLC | 4,343 | $268.0K | 0.00% | −4,864−52.8% | Reduced |
| Triasima Portfolio Management inc. | 4,630 | $286.0K | 0.01% | −31,680−87.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,965 | $306.0K | 0.00% | −3,779−43.2% | Reduced |
| Amalgamated Bank | 4,961 | $306.0K | 0.00% | +1,297+35.4% | Added |
| HSBC Holdings PLC | 4,932 | $307.0K | 0.00% | +4,932 | New |
| State of Wisconsin Investment Board | 5,000 | $309.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,111 | $315.0K | 0.20% | +5,111 | New |
| Alps Advisors Inc | 5,213 | $322.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,328 | $329.0K | 0.01% | +491+10.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,405 | $334.0K | 0.00% | −3,658−40.4% | Reduced |
| IndexIQ Advisors LLC | 6,050 | $373.0K | 0.01% | +64+1.1% | Added |
| Janus Henderson Group PLC | 6,314 | $390.0K | 0.00% | +627+11.0% | Added |
| Professional Planning | 6,469 | $399.0K | 0.18% | 00.0% | Unchanged |
| Nomura Holdings Inc | 6,500 | $402.0K | 0.00% | +6,500 | New |
| Squarepoint Ops LLC | 6,670 | $412.0K | 0.00% | +6,670 | New |
| Corient Capital Partners, LLC | 6,877 | $424.0K | 0.03% | −808−10.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 7,219 | $446.0K | 1.12% | +119+1.7% | Added |
| Handelsbanken Fonder AB | 7,300 | $451.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,547 | $466.0K | 0.00% | +1,134+17.7% | Added |
| LPL Financial LLC | 8,544 | $527.0K | 0.00% | −14,971−63.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,991 | $555.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 9,020 | $557.0K | 0.02% | +9,020 | New |
| First Quadrant L P | 9,100 | $562.0K | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,164 | $566.0K | 0.00% | −1,957−17.6% | Reduced |
| Metropolitan Life Insurance Co | 9,711 | $599.4K | 0.01% | −1,076−10.0% | Reduced |
| Neuberger Berman Group LLC | 9,732 | $601.0K | 0.00% | −4,564−31.9% | Reduced |
| Globeflex Capital L P | 10,899 | $673.0K | 0.12% | −5,373−33.0% | Reduced |
| ClariVest Asset Management LLC | 10,890 | $673.0K | 0.02% | −155−1.4% | Reduced |
| Mercer Global Advisors Inc | 11,356 | $701.0K | 0.01% | +803+7.6% | Added |
| Dimensional Fund Advisors LP | 11,368 | $702.0K | 0.00% | −407,016−97.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,589 | $777.0K | 0.01% | +2,884+29.7% | Added |
| MetLife Investment Management | 12,684 | $782.9K | 0.01% | −3,683−22.5% | Reduced |
| Dark Forest Capital Management LP | 13,483 | $832.0K | 0.36% | +13,483 | New |
| Voya Investment Management LLC | 14,131 | $872.0K | 0.00% | −4,087−22.4% | Reduced |
| Commonwealth Equity Services, LLC | 14,329 | $884.0K | 0.00% | +6,575+84.8% | Added |
| Envestnet Asset Management Inc | 14,509 | $895.0K | 0.00% | −1,084−7.0% | Reduced |
| Nations Financial Group Inc, | 14,690 | $907.0K | 0.15% | −14,040−48.9% | Reduced |
| Arizona State Retirement System | 15,058 | $929.0K | 0.01% | −1,813−10.7% | Reduced |
| State Board of Administration of Florida Retirement System | 15,066 | $930.0K | 0.00% | −1,721−10.3% | Reduced |
| Qube Research & Technologies Ltd | 15,554 | $960.0K | 0.01% | +15,554 | New |
| Victory Capital Management Inc | 16,431 | $1.01M | 0.00% | +598+3.8% | Added |
| HRT Financial LP | 16,461 | $1.01M | 0.01% | +16,461 | New |
| O'Shaughnessy Asset Management, LLC | 16,752 | $1.03M | 0.02% | +5,074+43.4% | Added |
| Man Group plc | 16,866 | $1.04M | 0.00% | −92,384−84.6% | Reduced |
| Origin Asset Management LLP | 17,000 | $1.05M | 0.12% | −27,158−61.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 17,142 | $1.06M | 0.39% | −574−3.2% | Reduced |
| Winton Group Ltd | 17,846 | $1.10M | 0.06% | +3,451+24.0% | Added |
| Blueshift Asset Management, LLC | 18,185 | $1.12M | 0.06% | +18,185 | New |
| Wiley Bros.-Aintree Capital, LLC | 18,339 | $1.13M | 0.73% | −1,386−7.0% | Reduced |
| Paloma Partners Management Co | 18,471 | $1.14M | 0.03% | +18,471 | New |
| Sciencast Management LP | 19,583 | $1.18M | 0.25% | +7,252+58.8% | Added |