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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 4,000 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −460,647−100.0% | Sold out |
| OCO Capital Partners, L.P. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −123,187−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −96,777−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −92,047−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −71,502−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −66,274−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −64,659−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −48,549−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −39,525−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −38,274−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −25,778−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −28,791−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −22,850−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −22,700−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −22,646−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −21,927−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −19,375−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −19,229−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −18,087−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −17,534−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −16,552−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −16,557−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −16,443−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −15,571−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −15,413−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −12,483−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −11,882−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −11,817−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,971−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,129−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −9,572−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −9,155−100.0% | Sold out |
| Tru Independence Asset Management 2, LLC | 0 | $0 | 0.00% | −8,730−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,159−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,811−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,663−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −6,141−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,959−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −5,755−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,685−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −4,801−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,744−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,284−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |