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, Q3 2021
Institutional positions in PennyMac Financial Services, Inc. as of Sep 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
- 200
- +1 vs. Q2 2021
- Shares held
- 32.9M
- +167.7K (+0.5%) vs. Q2 2021
- Total value
- $2.01B
- −$10.0M (−0.5%) vs. Q2 2021
- New holders
- 29
- 60 more added
- Sold out
- 28
- 87 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 3,998,944 | $244.5M | 0.02% | −55,225−1.4% | Reduced |
| MFN Partners Management, LP | 3,531,792 | $215.9M | 9.90% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,078,351 | $188.2M | 0.00% | −420,866−12.0% | Reduced |
| BlackRock Inc. | 2,324,619 | $142.1M | 0.00% | −253,329−9.8% | Reduced |
| Senvest Management, LLC | 2,016,661 | $123.3M | 3.52% | +30,000+1.5% | Added |
| Basswood Capital Management, L.L.C. | 1,918,815 | $117.3M | 4.76% | −543,540−22.1% | Reduced |
| State Street Corp | 1,434,616 | $87.7M | 0.00% | −56,925−3.8% | Reduced |
| Clough Capital Partners L P | 983,501 | $60.1M | 3.74% | +1,900+0.2% | Added |
| K2 Principal Fund, L.P. | 738,597 | $45.1M | 5.26% | +641,313+659.2% | Added |
| Par Capital Management Inc | 691,600 | $42.3M | 1.01% | 00.0% | Unchanged |
| Northern Trust Corp | 642,858 | $39.3M | 0.01% | +105,657+19.7% | Added |
| BlueCrest Capital Management Ltd | 610,611 | $37.3M | 1.84% | +291,799+91.5% | Added |
| Geode Capital Management, LLC | 561,923 | $34.4M | 0.00% | −78,901−12.3% | Reduced |
| Boston Partners | 529,810 | $32.5M | 0.04% | −3,176−0.6% | Reduced |
| Renaissance Technologies LLC | 466,000 | $28.5M | 0.04% | +225,200+93.5% | Added |
| Goldman Sachs Group Inc | 461,615 | $28.2M | 0.01% | −138,607−23.1% | Reduced |
| Alliancebernstein L.P. | 411,691 | $25.2M | 0.01% | +3,336+0.8% | Added |
| Norges Bank | 405,515 | $24.8M | 0.01% | +62,968+18.4% | Added |
| Cooperman Leon G | 382,328 | $23.4M | 1.24% | +282,103+281.5% | Added |
| Lazard Asset Management LLC | 360,143 | $22.0M | 0.02% | +308,103+592.1% | Added |
| Millennium Management LLC | 321,739 | $19.7M | 0.03% | +212,094+193.4% | Added |
| Bank of New York Mellon Corp | 303,110 | $18.5M | 0.00% | −8,065−2.6% | Reduced |
| JPMorgan Chase & Co | 290,773 | $17.8M | 0.00% | −6,767−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 270,403 | $16.5M | 0.01% | −10,214−3.6% | Reduced |
| Great Lakes Advisors, LLC | 251,736 | $15.4M | 0.24% | −1,298−0.5% | Reduced |
| Voloridge Investment Management, LLC | 245,009 | $15.0M | 0.10% | −9,691−3.8% | Reduced |
| Nuveen Asset Management, LLC | 211,057 | $12.9M | 0.00% | −106,055−33.4% | Reduced |
| Invesco Ltd. | 202,400 | $12.4M | 0.00% | −28,726−12.4% | Reduced |
| D. E. Shaw & Co., Inc. | 189,618 | $11.6M | 0.01% | +152,237+407.3% | Added |
| Marshall Wace North America L.P. | 186,264 | $11.4M | 0.05% | −4,463−2.3% | Reduced |
| Dimensional Fund Advisors LP | 173,013 | $10.6M | 0.00% | +161,645+1,421.9% | Added |
| EMG Holdings, L.P. | 163,267 | $9.98M | 3.10% | +163,267 | New |
| Allianz Asset Management GmbH | 158,438 | $9.69M | 0.01% | −81,358−33.9% | Reduced |
| Susquehanna International Group, LLP | 151,939 | $9.29M | 0.01% | −29,184−16.1% | Reduced |
| Citadel Advisors LLC | 147,866 | $9.04M | 0.01% | +97,612+194.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 145,769 | $8.91M | 0.19% | +28,545+24.4% | Added |
| Jacobs Levy Equity Management, Inc | 133,286 | $8.15M | 0.05% | +6,252+4.9% | Added |
| American Century Companies Inc | 122,655 | $7.50M | 0.01% | +12,723+11.6% | Added |
| Morgan Stanley | 122,075 | $7.46M | 0.00% | −309,152−71.7% | Reduced |
| Swiss National Bank | 118,000 | $7.21M | 0.00% | −4,100−3.4% | Reduced |
| Kettle Hill Capital Management, LLC | 112,600 | $6.88M | 1.29% | −16,500−12.8% | Reduced |
| Jacobs Asset Management, LLC | 100,000 | $6.11M | 2.35% | −40,000−28.6% | Reduced |
| Group One Trading, L.P. | 96,205 | $5.88M | 0.13% | +23,729+32.7% | Added |
| FMR LLC | 91,624 | $5.60M | 0.00% | +4,380+5.0% | Added |
| Man Group plc | 85,239 | $5.21M | 0.02% | +68,373+405.4% | Added |
| Bank of America Corp | 84,796 | $5.18M | 0.00% | +3,755+4.6% | Added |
| Jane Street Group, LLC | 84,585 | $5.17M | 0.01% | −6,607−7.2% | Reduced |
| Wells Fargo & Company | 80,753 | $4.94M | 0.00% | −16,945−17.3% | Reduced |
| Russell Investments Group, Ltd. | 79,513 | $4.86M | 0.01% | −2,723−3.3% | Reduced |
| PEAK6 Investments LLC | 73,710 | $4.51M | 0.09% | +39,065+112.8% | Added |
| UBS Asset Management Americas Inc | 69,870 | $4.27M | 0.00% | +4,030+6.1% | Added |
| AQR Capital Management LLC | 66,698 | $4.08M | 0.01% | −2,581−3.7% | Reduced |
| First Trust Advisors LP | 64,639 | $3.95M | 0.00% | −30,251−31.9% | Reduced |
| HRT Financial LP | 62,968 | $3.85M | 0.02% | +46,507+282.5% | Added |
| California State Teachers Retirement System | 61,521 | $3.76M | 0.00% | +12,881+26.5% | Added |
| Parametric Portfolio Associates LLC | 61,062 | $3.73M | 0.00% | +6,896+12.7% | Added |
| Cubist Systematic Strategies, LLC | 59,091 | $3.61M | 0.05% | +37,583+174.7% | Added |
| Sovarnum Capital L.P. | 58,000 | $3.55M | 3.35% | −25,700−30.7% | Reduced |
| Prudential Financial Inc | 57,840 | $3.54M | 0.00% | −29,968−34.1% | Reduced |
| LSV Asset Management | 57,166 | $3.49M | 0.01% | +29,912+109.8% | Added |
| Arrowstreet Capital, Limited Partnership | 56,200 | $3.44M | 0.00% | +56,200 | New |
| Denali Advisors LLC | 49,818 | $3.04M | 1.27% | −2,900−5.5% | Reduced |
| Rhumbline Advisers | 47,664 | $2.91M | 0.00% | −4,886−9.3% | Reduced |
| NFJ Investment Group, LLC | 46,968 | $2.87M | 0.06% | −5,300−10.1% | Reduced |
| E. Ohman J:or Asset Management AB | 46,200 | $2.82M | 0.09% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 45,300 | $2.77M | 0.17% | −1,500−3.2% | Reduced |
| Credit Suisse AG | 45,236 | $2.77M | 0.00% | +1,766+4.1% | Added |
| DuPont Capital Management Corp | 43,631 | $2.67M | 0.08% | +7,049+19.3% | Added |
| TD Asset Management Inc | 43,531 | $2.66M | 0.00% | −648−1.5% | Reduced |
| New York State Common Retirement Fund | 42,897 | $2.62M | 0.00% | −5,348−11.1% | Reduced |
| Foster & Motley Inc | 42,746 | $2.61M | 0.22% | −2,783−6.1% | Reduced |
| AlphaCrest Capital Management LLC | 41,787 | $2.55M | 0.13% | +41,787 | New |
| Dynamic Technology Lab Private Ltd | 40,927 | $2.50M | 0.30% | +40,927 | New |
| State of New Jersey Common Pension Fund D | 39,783 | $2.43M | 0.01% | −1,124−2.7% | Reduced |
| Tudor Investment Corp Et Al | 38,695 | $2.37M | 0.05% | +38,695 | New |
| Leuthold Group, LLC | 36,404 | $2.23M | 0.27% | +113+0.3% | Added |
| Twinbeech Capital LP | 35,914 | $2.19M | 0.15% | +35,914 | New |
| Cutler Group LP | 34,308 | $2.10M | 0.16% | −17,482−33.8% | Reduced |
| UBS Oconnor LLC | 34,300 | $2.10M | 0.00% | +4,300+14.3% | Added |
| Legal & General Group Plc | 32,711 | $2.00M | 0.00% | +10,418+46.7% | Added |
| Two Sigma Investments, LP | 31,800 | $1.94M | 0.01% | −111,737−77.8% | Reduced |
| Wolverine Trading, LLC | 32,128 | $1.94M | 0.04% | +7,572+30.8% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 31,490 | $1.93M | 0.22% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 31,000 | $1.90M | 0.42% | −19,400−38.5% | Reduced |
| Marshall Wace, LLP | 29,650 | $1.81M | 0.01% | +29,650 | New |
| Public Employees Retirement System of Ohio | 28,139 | $1.72M | 0.01% | +288+1.0% | Added |
| Engineers Gate Manager LP | 26,346 | $1.61M | 0.09% | +26,346 | New |
| NN Investment Partners Holdings N.V. | 26,200 | $1.60M | 0.01% | +24,100+1,147.6% | Added |
| Winton Group Ltd | 22,908 | $1.40M | 0.08% | +5,062+28.4% | Added |
| DekaBank Deutsche Girozentrale | 23,109 | $1.39M | 0.00% | −6,934−23.1% | Reduced |
| Simplex Trading, LLC | 22,476 | $1.35M | 0.05% | +1,401+6.6% | Added |
| Deutsche Bank AG | 21,675 | $1.32M | 0.00% | −2,186−9.2% | Reduced |
| Royal Bank of Canada | 21,679 | $1.32M | 0.00% | −20,509−48.6% | Reduced |
| FJ Capital Management LLC | 21,000 | $1.28M | 0.11% | +21,000 | New |
| ExodusPoint Capital Management, LP | 20,861 | $1.27M | 0.02% | +15,533+291.5% | Added |
| Qube Research & Technologies Ltd | 20,677 | $1.26M | 0.02% | +5,123+32.9% | Added |
| SEI Investments Co | 20,520 | $1.26M | 0.00% | +839+4.3% | Added |
| SG Americas Securities, LLC | 20,385 | $1.25M | 0.01% | +17,652+645.9% | Added |
| Susquehanna Fundamental Investments, LLC | 19,956 | $1.22M | 0.02% | +19,956 | New |
| HAP Trading, LLC | 19,580 | $1.20M | 0.09% | −11,653−37.3% | Reduced |