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 |
|---|---|---|---|---|---|
| STRS Ohio | 19,200 | $1.19M | 0.00% | −1,700−8.1% | Reduced |
| SEI Investments Co | 19,681 | $1.22M | 0.00% | −36,675−65.1% | Reduced |
| American International Group, Inc. | 19,794 | $1.22M | 0.00% | −4,438−18.3% | Reduced |
| Manufacturers Life Insurance Company, The | 19,980 | $1.23M | 0.00% | −3,628−15.4% | Reduced |
| Simplex Trading, LLC | 21,075 | $1.30M | 0.05% | +21,075 | New |
| Cubist Systematic Strategies, LLC | 21,508 | $1.33M | 0.01% | −9,315−30.2% | Reduced |
| Legal & General Group Plc | 22,293 | $1.38M | 0.00% | −753−3.3% | Reduced |
| Deutsche Bank AG | 23,861 | $1.47M | 0.00% | −5,423−18.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,991 | $1.54M | 0.00% | +3,543+16.5% | Added |
| Wolverine Trading, LLC | 24,556 | $1.55M | 0.04% | +24,556 | New |
| Holocene Advisors, LP | 25,490 | $1.57M | 0.01% | +25,490 | New |
| LSV Asset Management | 27,254 | $1.68M | 0.00% | +22,400+461.5% | Added |
| Public Employees Retirement System of Ohio | 27,851 | $1.72M | 0.01% | −8,347−23.1% | Reduced |
| UBS Oconnor LLC | 30,000 | $1.85M | 0.02% | +30,000 | New |
| DekaBank Deutsche Girozentrale | 30,043 | $1.87M | 0.01% | 00.0% | Unchanged |
| HAP Trading, LLC | 31,233 | $1.93M | 0.12% | +31,233 | New |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 31,490 | $1.94M | 0.22% | +3,810+13.8% | Added |
| Ergoteles LLC | 32,363 | $2.00M | 0.05% | +4,363+15.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 32,600 | $2.01M | 0.00% | +32,600 | New |
| Jefferies Group LLC | 32,634 | $2.01M | 0.04% | −34,616−51.5% | Reduced |
| BNP Paribas Arbitrage, SA | 33,442 | $2.06M | 0.00% | +11,526+52.6% | Added |
| PEAK6 Investments LLC | 34,645 | $2.14M | 0.06% | +34,645 | New |
| Kiwi Wealth Investments Limited Partnership | 35,621 | $2.20M | 0.11% | 00.0% | Unchanged |
| Leuthold Group, LLC | 36,291 | $2.24M | 0.28% | −699−1.9% | Reduced |
| Ameriprise Financial Inc | 36,370 | $2.25M | 0.00% | −16,059−30.6% | Reduced |
| DuPont Capital Management Corp | 36,582 | $2.26M | 0.05% | −5,228−12.5% | Reduced |
| D. E. Shaw & Co., Inc. | 37,381 | $2.31M | 0.00% | +14,411+62.7% | Added |
| State of New Jersey Common Pension Fund D | 40,907 | $2.52M | 0.01% | +2,696+7.1% | Added |
| Royal Bank of Canada | 42,188 | $2.60M | 0.00% | +24,739+141.8% | Added |
| Credit Suisse AG | 43,470 | $2.75M | 0.00% | −4,816−10.0% | Reduced |
| Citigroup Inc | 44,648 | $2.76M | 0.00% | +2,258+5.3% | Added |
| TD Asset Management Inc | 44,179 | $2.78M | 0.00% | −11,758−21.0% | Reduced |
| Foster & Motley Inc | 45,529 | $2.81M | 0.24% | −8,220−15.3% | Reduced |
| E. Ohman J:or Asset Management AB | 46,200 | $2.85M | 0.09% | +2,500+5.7% | Added |
| Hennessy Advisors Inc | 46,800 | $2.89M | 0.16% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 48,245 | $2.98M | 0.00% | −34,825−41.9% | Reduced |
| California State Teachers Retirement System | 48,640 | $3.00M | 0.00% | −14,071−22.4% | Reduced |
| Citadel Advisors LLC | 50,254 | $3.10M | 0.00% | +29,700+144.5% | Added |
| Hussman Strategic Advisors, Inc. | 50,400 | $3.11M | 0.64% | 00.0% | Unchanged |
| Cutler Group LP | 51,790 | $3.20M | 0.24% | +51,790 | New |
| Lazard Asset Management LLC | 52,040 | $3.21M | 0.00% | +45,749+727.2% | Added |
| NFJ Investment Group, LLC | 52,268 | $3.23M | 0.06% | +25,857+97.9% | Added |
| Rhumbline Advisers | 52,550 | $3.24M | 0.00% | −9,786−15.7% | Reduced |
| Denali Advisors LLC | 52,718 | $3.25M | 1.25% | +5,500+11.6% | Added |
| Acadian Asset Management LLC | 53,092 | $3.28M | 0.01% | −175,957−76.8% | Reduced |
| Parametric Portfolio Associates LLC | 54,166 | $3.34M | 0.00% | −41,667−43.5% | Reduced |
| Paradiem, LLC | 50,512 | $3.40M | 1.05% | +3,129+6.6% | Added |
| Navellier & Associates Inc | 59,798 | $3.69M | 0.56% | +4,878+8.9% | Added |
| UBS Asset Management Americas Inc | 65,840 | $4.06M | 0.00% | +3,779+6.1% | Added |
| AQR Capital Management LLC | 69,279 | $4.28M | 0.01% | −7,421−9.7% | Reduced |
| Group One Trading, L.P. | 72,476 | $4.47M | 0.09% | +72,476 | New |
| Bank of America Corp | 81,041 | $5.00M | 0.00% | −20,288−20.0% | Reduced |
| Russell Investments Group, Ltd. | 82,236 | $5.07M | 0.01% | −95,149−53.6% | Reduced |
| Sovarnum Capital L.P. | 83,700 | $5.17M | 3.26% | +20,000+31.4% | Added |
| FMR LLC | 87,244 | $5.38M | 0.00% | +9,813+12.7% | Added |
| Prudential Financial Inc | 87,808 | $5.42M | 0.01% | −68,702−43.9% | Reduced |
| Jane Street Group, LLC | 91,192 | $5.63M | 0.01% | +66,715+272.6% | Added |
| First Trust Advisors LP | 94,890 | $5.86M | 0.01% | −7,346−7.2% | Reduced |
| K2 Principal Fund, L.P. | 97,284 | $6.00M | 0.67% | −336,005−77.5% | Reduced |
| Wells Fargo & Company | 97,698 | $6.03M | 0.00% | −49,027−33.4% | Reduced |
| Cooperman Leon G | 100,225 | $6.19M | 0.35% | +100,225 | New |
| Millennium Management LLC | 109,645 | $6.77M | 0.01% | −38,513−26.0% | Reduced |
| American Century Companies Inc | 109,932 | $6.79M | 0.00% | +25,952+30.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 117,224 | $7.24M | 0.17% | +117,224 | New |
| Swiss National Bank | 122,100 | $7.54M | 0.00% | −10,400−7.8% | Reduced |
| Assenagon Asset Management S.A. | 124,858 | $7.71M | 0.03% | +38,730+45.0% | Added |
| Jacobs Levy Equity Management, Inc | 127,034 | $7.84M | 0.05% | −131,882−50.9% | Reduced |
| Kettle Hill Capital Management, LLC | 129,100 | $7.97M | 1.41% | +129,100 | New |
| Jacobs Asset Management, LLC | 140,000 | $8.64M | 3.23% | −75,000−34.9% | Reduced |
| Two Sigma Investments, LP | 143,537 | $8.86M | 0.02% | +125,937+715.6% | Added |
| Susquehanna International Group, LLP | 181,123 | $11.2M | 0.01% | +160,693+786.6% | Added |
| Ellington Management Group LLC | 187,278 | $11.6M | 3.48% | +125,935+205.3% | Added |
| Marshall Wace North America L.P. | 190,727 | $11.8M | 0.05% | +190,727 | New |
| Brandywine Global Investment Management, LLC | 202,590 | $12.5M | 0.09% | −7,041−3.4% | Reduced |
| Invesco Ltd. | 231,126 | $14.3M | 0.00% | −48,857−17.4% | Reduced |
| Allianz Asset Management GmbH | 239,796 | $14.8M | 0.01% | +35,383+17.3% | Added |
| Renaissance Technologies LLC | 240,800 | $14.9M | 0.02% | +147,324+157.6% | Added |
| Great Lakes Advisors, LLC | 253,034 | $15.6M | 0.24% | −6,530−2.5% | Reduced |
| Voloridge Investment Management, LLC | 254,700 | $15.7M | 0.11% | +202,272+385.8% | Added |
| Charles Schwab Investment Management Inc | 280,617 | $17.3M | 0.01% | −4,261−1.5% | Reduced |
| JPMorgan Chase & Co | 297,540 | $18.4M | 0.00% | −287,284−49.1% | Reduced |
| Bank of New York Mellon Corp | 311,175 | $19.2M | 0.00% | −14,381−4.4% | Reduced |
| Nuveen Asset Management, LLC | 317,112 | $19.6M | 0.01% | −25,683−7.5% | Reduced |
| BlueCrest Capital Management Ltd | 318,812 | $19.7M | 0.63% | +318,812 | New |
| Norges Bank | 342,547 | $21.1M | 0.00% | −16,124−4.5% | Reduced |
| Alliancebernstein L.P. | 408,355 | $25.2M | 0.01% | −8,327−2.0% | Reduced |
| Morgan Stanley | 431,227 | $26.6M | 0.00% | +120,117+38.6% | Added |
| Boston Partners | 532,986 | $32.8M | 0.04% | −3,167−0.6% | Reduced |
| Northern Trust Corp | 537,201 | $33.2M | 0.01% | −67,588−11.2% | Reduced |
| Goldman Sachs Group Inc | 600,222 | $37.0M | 0.01% | +277,849+86.2% | Added |
| Geode Capital Management, LLC | 640,824 | $39.6M | 0.01% | −40,284−5.9% | Reduced |
| Par Capital Management Inc | 691,600 | $42.7M | 1.06% | 00.0% | Unchanged |
| Clough Capital Partners L P | 981,601 | $60.6M | 3.40% | +240,900+32.5% | Added |
| State Street Corp | 1,491,541 | $92.1M | 0.00% | −260,454−14.9% | Reduced |
| Senvest Management, LLC | 1,986,661 | $122.6M | 3.66% | +5,000+0.3% | Added |
| Basswood Capital Management, L.L.C. | 2,462,355 | $152.0M | 6.36% | +537,407+27.9% | Added |
| BlackRock Inc. | 2,577,948 | $159.1M | 0.00% | −1,084,179−29.6% | Reduced |
| Vanguard Group Inc | 3,499,217 | $216.0M | 0.01% | −121,739−3.4% | Reduced |
| MFN Partners Management, LP | 3,531,792 | $218.0M | 11.71% | +2,023,049+134.1% | Added |
| Price T Rowe Associates Inc | 4,054,169 | $250.2M | 0.02% | −841,232−17.2% | Reduced |