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
- −$9.20M (−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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| HAP Trading, LLC | 19,580 | $1.20M | 0.09% | −11,653−37.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,956 | $1.22M | 0.02% | +19,956 | New |
| SG Americas Securities, LLC | 20,385 | $1.25M | 0.01% | +17,652+645.9% | Added |
| SEI Investments Co | 20,520 | $1.26M | 0.00% | +839+4.3% | Added |
| Qube Research & Technologies Ltd | 20,677 | $1.26M | 0.02% | +5,123+32.9% | Added |
| ExodusPoint Capital Management, LP | 20,861 | $1.27M | 0.02% | +15,533+291.5% | Added |
| FJ Capital Management LLC | 21,000 | $1.28M | 0.11% | +21,000 | New |
| Royal Bank of Canada | 21,679 | $1.32M | 0.00% | −20,509−48.6% | Reduced |
| Deutsche Bank AG | 21,675 | $1.32M | 0.00% | −2,186−9.2% | Reduced |
| Simplex Trading, LLC | 22,476 | $1.35M | 0.05% | +1,401+6.6% | Added |
| DekaBank Deutsche Girozentrale | 23,109 | $1.39M | 0.00% | −6,934−23.1% | Reduced |
| Winton Group Ltd | 22,908 | $1.40M | 0.08% | +5,062+28.4% | Added |
| NN Investment Partners Holdings N.V. | 26,200 | $1.60M | 0.01% | +24,100+1,147.6% | Added |
| Engineers Gate Manager LP | 26,346 | $1.61M | 0.09% | +26,346 | New |
| Public Employees Retirement System of Ohio | 28,139 | $1.72M | 0.01% | +288+1.0% | Added |
| Marshall Wace, LLP | 29,650 | $1.81M | 0.01% | +29,650 | New |
| Hussman Strategic Advisors, Inc. | 31,000 | $1.90M | 0.42% | −19,400−38.5% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 31,490 | $1.93M | 0.22% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 32,128 | $1.94M | 0.04% | +7,572+30.8% | Added |
| Two Sigma Investments, LP | 31,800 | $1.94M | 0.01% | −111,737−77.8% | Reduced |
| Legal & General Group Plc | 32,711 | $2.00M | 0.00% | +10,418+46.7% | Added |
| Cutler Group LP | 34,308 | $2.10M | 0.16% | −17,482−33.8% | Reduced |
| UBS Oconnor LLC | 34,300 | $2.10M | 0.02% | +4,300+14.3% | Added |
| Twinbeech Capital LP | 35,914 | $2.19M | 0.15% | +35,914 | New |
| Leuthold Group, LLC | 36,404 | $2.23M | 0.27% | +113+0.3% | Added |
| Tudor Investment Corp Et Al | 38,695 | $2.37M | 0.05% | +38,695 | New |
| State of New Jersey Common Pension Fund D | 39,783 | $2.43M | 0.01% | −1,124−2.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 40,927 | $2.50M | 0.30% | +40,927 | New |
| AlphaCrest Capital Management LLC | 41,787 | $2.55M | 0.13% | +41,787 | New |
| Foster & Motley Inc | 42,746 | $2.61M | 0.22% | −2,783−6.1% | Reduced |
| New York State Common Retirement Fund | 42,897 | $2.62M | 0.00% | −5,348−11.1% | Reduced |
| TD Asset Management Inc | 43,531 | $2.66M | 0.00% | −648−1.5% | Reduced |
| DuPont Capital Management Corp | 43,631 | $2.67M | 0.08% | +7,049+19.3% | Added |
| Credit Suisse AG | 45,236 | $2.77M | 0.00% | +1,766+4.1% | Added |
| Hennessy Advisors Inc | 45,300 | $2.77M | 0.17% | −1,500−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 46,200 | $2.82M | 0.09% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 46,968 | $2.87M | 0.06% | −5,300−10.1% | Reduced |
| Rhumbline Advisers | 47,664 | $2.91M | 0.00% | −4,886−9.3% | Reduced |
| Denali Advisors LLC | 49,818 | $3.04M | 1.27% | −2,900−5.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 56,200 | $3.44M | 0.00% | +56,200 | New |
| LSV Asset Management | 57,166 | $3.49M | 0.01% | +29,912+109.8% | Added |
| Prudential Financial Inc | 57,840 | $3.54M | 0.00% | −29,968−34.1% | Reduced |
| Sovarnum Capital L.P. | 58,000 | $3.55M | 3.35% | −25,700−30.7% | Reduced |
| Cubist Systematic Strategies, LLC | 59,091 | $3.61M | 0.05% | +37,583+174.7% | Added |
| Parametric Portfolio Associates LLC | 61,062 | $3.73M | 0.00% | +6,896+12.7% | Added |
| California State Teachers Retirement System | 61,521 | $3.76M | 0.00% | +12,881+26.5% | Added |
| HRT Financial LP | 62,968 | $3.85M | 0.02% | +46,507+282.5% | Added |
| First Trust Advisors LP | 64,639 | $3.95M | 0.00% | −30,251−31.9% | Reduced |
| AQR Capital Management LLC | 66,698 | $4.08M | 0.01% | −2,581−3.7% | Reduced |
| UBS Asset Management Americas Inc | 69,870 | $4.27M | 0.00% | +4,030+6.1% | Added |
| PEAK6 Investments LLC | 73,710 | $4.51M | 0.09% | +39,065+112.8% | Added |
| Russell Investments Group, Ltd. | 79,513 | $4.86M | 0.01% | −2,723−3.3% | Reduced |
| Wells Fargo & Company | 80,753 | $4.94M | 0.00% | −16,945−17.3% | Reduced |
| Jane Street Group, LLC | 84,585 | $5.17M | 0.01% | −6,607−7.2% | Reduced |
| Bank of America Corp | 84,796 | $5.18M | 0.00% | +3,755+4.6% | Added |
| Man Group plc | 85,239 | $5.21M | 0.02% | +68,373+405.4% | Added |
| FMR LLC | 91,624 | $5.60M | 0.00% | +4,380+5.0% | Added |
| Group One Trading, L.P. | 96,205 | $5.88M | 0.13% | +23,729+32.7% | Added |
| Jacobs Asset Management, LLC | 100,000 | $6.11M | 2.35% | −40,000−28.6% | Reduced |
| Kettle Hill Capital Management, LLC | 112,600 | $6.88M | 1.29% | −16,500−12.8% | Reduced |
| Swiss National Bank | 118,000 | $7.21M | 0.00% | −4,100−3.4% | Reduced |
| Morgan Stanley | 122,075 | $7.46M | 0.00% | −309,152−71.7% | Reduced |
| American Century Companies Inc | 122,655 | $7.50M | 0.01% | +12,723+11.6% | Added |
| Jacobs Levy Equity Management, Inc | 133,286 | $8.15M | 0.05% | +6,252+4.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 145,769 | $8.91M | 0.19% | +28,545+24.4% | Added |
| Citadel Advisors LLC | 147,866 | $9.04M | 0.01% | +97,612+194.2% | Added |
| Susquehanna International Group, LLP | 151,939 | $9.29M | 0.01% | −29,184−16.1% | Reduced |
| Allianz Asset Management GmbH | 158,438 | $9.69M | 0.01% | −81,358−33.9% | Reduced |
| EMG Holdings, L.P. | 163,267 | $9.98M | 3.10% | +163,267 | New |
| Dimensional Fund Advisors LP | 173,013 | $10.6M | 0.00% | +161,645+1,421.9% | Added |
| Marshall Wace North America L.P. | 186,264 | $11.4M | 0.05% | −4,463−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 189,618 | $11.6M | 0.01% | +152,237+407.3% | Added |
| Invesco Ltd. | 202,400 | $12.4M | 0.00% | −28,726−12.4% | Reduced |
| Nuveen Asset Management, LLC | 211,057 | $12.9M | 0.00% | −106,055−33.4% | Reduced |
| Voloridge Investment Management, LLC | 245,009 | $15.0M | 0.10% | −9,691−3.8% | Reduced |
| Great Lakes Advisors, LLC | 251,736 | $15.4M | 0.24% | −1,298−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 270,403 | $16.5M | 0.01% | −10,214−3.6% | Reduced |
| JPMorgan Chase & Co | 290,773 | $17.8M | 0.00% | −6,767−2.3% | Reduced |
| Bank of New York Mellon Corp | 303,110 | $18.5M | 0.00% | −8,065−2.6% | Reduced |
| Millennium Management LLC | 321,739 | $19.7M | 0.03% | +212,094+193.4% | Added |
| Lazard Asset Management LLC | 360,143 | $22.0M | 0.02% | +308,103+592.1% | Added |
| Cooperman Leon G | 382,328 | $23.4M | 1.24% | +282,103+281.5% | Added |
| Norges Bank | 405,515 | $24.8M | 0.01% | +62,968+18.4% | Added |
| Alliancebernstein L.P. | 411,691 | $25.2M | 0.01% | +3,336+0.8% | Added |
| Goldman Sachs Group Inc | 461,615 | $28.2M | 0.01% | −138,607−23.1% | Reduced |
| Renaissance Technologies LLC | 466,000 | $28.5M | 0.04% | +225,200+93.5% | Added |
| Boston Partners | 529,810 | $32.5M | 0.04% | −3,176−0.6% | Reduced |
| Geode Capital Management, LLC | 561,923 | $34.4M | 0.00% | −78,901−12.3% | Reduced |
| BlueCrest Capital Management Ltd | 610,611 | $37.3M | 1.84% | +291,799+91.5% | Added |
| Northern Trust Corp | 642,858 | $39.3M | 0.01% | +105,657+19.7% | Added |
| Par Capital Management Inc | 691,600 | $42.3M | 1.01% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 738,597 | $45.1M | 5.26% | +641,313+659.2% | Added |
| Clough Capital Partners L P | 983,501 | $60.1M | 3.74% | +1,900+0.2% | Added |
| State Street Corp | 1,434,616 | $87.7M | 0.00% | −56,925−3.8% | Reduced |
| Basswood Capital Management, L.L.C. | 1,918,815 | $117.3M | 4.76% | −543,540−22.1% | Reduced |
| Senvest Management, LLC | 2,016,661 | $123.3M | 3.52% | +30,000+1.5% | Added |
| BlackRock Inc. | 2,324,619 | $142.1M | 0.00% | −253,329−9.8% | Reduced |
| Vanguard Group Inc | 3,078,351 | $188.2M | 0.00% | −420,866−12.0% | Reduced |
| MFN Partners Management, LP | 3,531,792 | $215.9M | 9.90% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,998,944 | $244.5M | 0.02% | −55,225−1.4% | Reduced |