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 |
|---|---|---|---|---|---|
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −202,590−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −50,512−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −36,370−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −35,621−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −32,634−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −32,600−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −19,583−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −10,899−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −8,544−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,213−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,924−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,053−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Berman Capital Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Ellington Management Group LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |