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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 17,979 | $1.10M | 0.01% | −1,815−9.2% | Reduced |
| STRS Ohio | 17,900 | $1.09M | 0.00% | −1,300−6.8% | Reduced |
| Commonwealth Equity Services, LLC | 17,188 | $1.05M | 0.00% | +2,859+20.0% | Added |
| Manufacturers Life Insurance Company, The | 16,501 | $1.01M | 0.00% | −3,479−17.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,224 | $992.0K | 0.63% | −2,115−11.5% | Reduced |
| Citigroup Inc | 15,892 | $971.0K | 0.00% | −28,756−64.4% | Reduced |
| Victory Capital Management Inc | 15,144 | $926.0K | 0.00% | −1,287−7.8% | Reduced |
| Occudo Quantitative Strategies LP | 15,093 | $923.0K | 0.11% | +15,093 | New |
| Prescott Group Capital Management, L.L.C. | 15,000 | $917.0K | 0.25% | +15,000 | New |
| Nations Financial Group Inc, | 14,697 | $898.0K | 0.14% | +70.0% | Added |
| Arizona State Retirement System | 14,542 | $889.0K | 0.01% | −516−3.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 14,287 | $873.0K | 0.32% | −2,855−16.7% | Reduced |
| Assenagon Asset Management S.A. | 13,843 | $846.0K | 0.00% | −111,015−88.9% | Reduced |
| Holocene Advisors, LP | 13,634 | $833.0K | 0.00% | −11,856−46.5% | Reduced |
| Saba Capital Management, L.P. | 13,500 | $825.0K | 0.03% | +13,500 | New |
| Voya Investment Management LLC | 12,988 | $794.0K | 0.00% | −1,143−8.1% | Reduced |
| Janus Henderson Group PLC | 12,896 | $788.0K | 0.00% | +6,582+104.2% | Added |
| Quantitative Investment Management, LLC | 12,410 | $758.0K | 0.07% | +12,410 | New |
| Envestnet Asset Management Inc | 12,260 | $749.0K | 0.00% | −2,249−15.5% | Reduced |
| State Board of Administration of Florida Retirement System | 12,236 | $748.0K | 0.00% | −2,830−18.8% | Reduced |
| BNP Paribas Arbitrage, SA | 12,044 | $736.3K | 0.00% | −21,398−64.0% | Reduced |
| AlphaCentric Advisors LLC | 11,699 | $715.0K | 0.18% | +10,348+766.0% | Added |
| O'Shaughnessy Asset Management, LLC | 11,612 | $710.0K | 0.01% | −5,140−30.7% | Reduced |
| MetLife Investment Management | 11,412 | $697.6K | 0.01% | −1,272−10.0% | Reduced |
| Paloma Partners Management Co | 10,921 | $668.0K | 0.03% | −7,550−40.9% | Reduced |
| Gsa Capital Partners LLP | 10,752 | $657.0K | 0.07% | +10,752 | New |
| Mercer Global Advisors Inc | 10,019 | $612.0K | 0.00% | −1,337−11.8% | Reduced |
| Neuberger Berman Group LLC | 9,860 | $603.0K | 0.00% | +128+1.3% | Added |
| Blueshift Asset Management, LLC | 9,172 | $561.0K | 0.03% | −9,013−49.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,991 | $550.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 8,984 | $549.0K | 0.04% | +8,984 | New |
| Metropolitan Life Insurance Co | 8,560 | $523.3K | 0.01% | −1,151−11.9% | Reduced |
| Teacher Retirement System of Texas | 8,545 | $522.0K | 0.00% | +998+13.2% | Added |
| UBS Group AG | 8,044 | $492.0K | 0.00% | +5,980+289.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,392 | $452.0K | 0.00% | −5,197−41.3% | Reduced |
| Handelsbanken Fonder AB | 7,300 | $446.0K | 0.00% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 7,219 | $441.0K | 1.18% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,176 | $439.0K | 0.00% | −17,815−71.3% | Reduced |
| Squarepoint Ops LLC | 7,056 | $431.0K | 0.00% | +386+5.8% | Added |
| Corient Capital Partners, LLC | 6,917 | $423.0K | 0.03% | +40+0.6% | Added |
| Centiva Capital, LP | 6,861 | $420.0K | 0.03% | +6,861 | New |
| First Quadrant L P | 6,800 | $416.0K | 0.05% | −2,300−25.3% | Reduced |
| IndexIQ Advisors LLC | 6,723 | $411.0K | 0.01% | +673+11.1% | Added |
| Professional Planning | 6,469 | $395.0K | 0.19% | 00.0% | Unchanged |
| Magnetar Financial LLC | 6,352 | $388.0K | 0.00% | +2,377+59.8% | Added |
| Ergoteles LLC | 5,567 | $340.0K | 0.01% | −26,796−82.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,405 | $330.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,143 | $314.0K | 0.00% | +800+18.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,000 | $306.0K | 0.01% | +5,000 | New |
| ClariVest Asset Management LLC | 4,690 | $287.0K | 0.01% | −6,200−56.9% | Reduced |
| Triasima Portfolio Management inc. | 4,630 | $283.0K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 4,491 | $275.0K | 0.04% | +4,491 | New |
| Amalgamated Bank | 4,323 | $264.0K | 0.00% | −638−12.9% | Reduced |
| Navellier & Associates Inc | 4,296 | $263.0K | 0.04% | −55,502−92.8% | Reduced |
| ProShare Advisors LLC | 4,207 | $257.0K | 0.00% | −4,957−54.1% | Reduced |
| HSBC Holdings PLC | 4,099 | $252.0K | 0.00% | −833−16.9% | Reduced |
| Two Sigma Securities, LLC | 4,025 | $246.0K | 0.05% | +4,025 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,000 | $245.0K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,949 | $241.0K | 0.01% | −5,071−56.2% | Reduced |
| State of Wyoming | 3,706 | $227.0K | 0.15% | −1,405−27.5% | Reduced |
| Verition Fund Management LLC | 3,591 | $220.0K | 0.00% | +3,591 | New |
| Pictet Asset Management SA | 3,429 | $210.0K | 0.00% | +3,429 | New |
| Great West Life Assurance Co | 3,231 | $199.0K | 0.00% | −342−9.6% | Reduced |
| Macquarie Group Ltd | 3,120 | $191.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,050 | $186.4K | 0.01% | −150−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,855 | $175.0K | 0.00% | −2,110−42.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,518 | $154.0K | 0.01% | −252−9.1% | Reduced |
| Captrust Financial Advisors | 2,486 | $152.0K | 0.00% | −91−3.5% | Reduced |
| IFP Advisors, Inc | 2,402 | $149.0K | 0.00% | −372−13.4% | Reduced |
| Canada Pension Plan Investment Board | 2,359 | $144.0K | 0.00% | +1,574+200.5% | Added |
| Tower Research Capital LLC (TRC) | 2,186 | $134.0K | 0.00% | −1,390−38.9% | Reduced |
| Ci Investments Inc. | 1,658 | $101.0K | 0.00% | −3−0.2% | Reduced |
| Toronto Dominion Bank | 1,660 | $101.0K | 0.00% | +85+5.4% | Added |
| Wolverine Asset Management LLC | 1,183 | $72.0K | 0.00% | +1,183 | New |
| Acadian Asset Management LLC | 793 | $48.0K | 0.00% | −52,299−98.5% | Reduced |
| US Bancorp | 653 | $40.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 465 | $28.0K | 0.01% | +8+1.8% | Added |
| Norway Savings Bank | 325 | $20.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 333 | $20.0K | 0.02% | +126+60.9% | Added |
| Dark Forest Capital Management LP | 248 | $15.0K | 0.01% | −13,235−98.2% | Reduced |
| TCI Wealth Advisors, Inc. | 212 | $13.0K | 0.00% | +45+26.9% | Added |
| The PNC Financial Services Group, Inc. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 166 | $10.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 77 | $5.00K | 0.00% | −789−91.1% | Reduced |
| TFC Financial Management | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 83 | $5.00K | 0.00% | +83 | New |
| Optimum Investment Advisors | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 58 | $4.00K | 0.00% | −8−12.1% | Reduced |
| Rockefeller Capital Management L.P. | 75 | $4.00K | 0.00% | +75 | New |
| Lee Financial Co | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $2.00K | 0.00% | +31 | New |
| Patriot Financial Group Insurance Agency, LLC | 22 | $1.00K | 0.00% | +13+144.4% | Added |
| Private Capital Group, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Cordant, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 8 | $0 | 0.00% | +8 | New |