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