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, Q4 2021
Institutional positions in PennyMac Financial Services, Inc. as of Dec 31, 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
- 205
- +7 vs. Q3 2021
- Shares held
- 30.4M
- −2.38M (−7.3%) vs. Q3 2021
- Total value
- $2.12B
- +$117.1M (+5.9%) vs. Q3 2021
- New holders
- 38
- 52 more added
- Sold out
- 31
- 90 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 3,975,518 | $277.4M | 10.91% | +443,726+12.6% | Added |
| Price T Rowe Associates Inc | 3,916,901 | $273.3M | 0.02% | −82,043−2.1% | Reduced |
| Vanguard Group Inc | 3,102,043 | $216.5M | 0.00% | +23,692+0.8% | Added |
| BlackRock Inc. | 2,214,826 | $154.6M | 0.00% | −109,793−4.7% | Reduced |
| Senvest Management, LLC | 2,135,032 | $149.0M | 4.19% | +118,371+5.9% | Added |
| State Street Corp | 1,301,769 | $90.8M | 0.00% | −132,847−9.3% | Reduced |
| Basswood Capital Management, L.L.C. | 1,165,455 | $81.3M | 3.73% | −753,360−39.3% | Reduced |
| Clough Capital Partners L P | 1,143,540 | $79.8M | 5.36% | +160,039+16.3% | Added |
| K2 Principal Fund, L.P. | 1,065,572 | $74.4M | 9.18% | +326,975+44.3% | Added |
| Geode Capital Management, LLC | 529,462 | $36.9M | 0.00% | −32,461−5.8% | Reduced |
| Boston Partners | 525,620 | $36.6M | 0.04% | −4,190−0.8% | Reduced |
| Northern Trust Corp | 473,198 | $33.0M | 0.01% | −169,660−26.4% | Reduced |
| Renaissance Technologies LLC | 439,500 | $30.7M | 0.04% | −26,500−5.7% | Reduced |
| Alliancebernstein L.P. | 411,354 | $28.7M | 0.01% | −337−0.1% | Reduced |
| Norges Bank | 405,515 | $28.3M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 404,723 | $28.2M | 0.01% | +231,710+133.9% | Added |
| Allianz Asset Management GmbH | 318,682 | $22.2M | 0.02% | +160,244+101.1% | Added |
| Millennium Management LLC | 314,472 | $21.9M | 0.02% | −7,267−2.3% | Reduced |
| JPMorgan Chase & Co | 306,692 | $21.4M | 0.00% | +15,919+5.5% | Added |
| Lazard Asset Management LLC | 283,934 | $19.8M | 0.02% | −76,209−21.2% | Reduced |
| Charles Schwab Investment Management Inc | 281,858 | $19.7M | 0.01% | +11,455+4.2% | Added |
| Bank of New York Mellon Corp | 258,895 | $18.1M | 0.00% | −44,215−14.6% | Reduced |
| Great Lakes Advisors, LLC | 247,881 | $17.3M | 0.26% | −3,855−1.5% | Reduced |
| BlueCrest Capital Management Ltd | 241,468 | $16.9M | 0.98% | −369,143−60.5% | Reduced |
| Nuveen Asset Management, LLC | 227,292 | $15.9M | 0.00% | +16,235+7.7% | Added |
| Invesco Ltd. | 206,585 | $14.4M | 0.00% | +4,185+2.1% | Added |
| Jacobs Levy Equity Management, Inc | 189,805 | $13.2M | 0.09% | +56,519+42.4% | Added |
| Voloridge Investment Management, LLC | 169,110 | $11.8M | 0.06% | −75,899−31.0% | Reduced |
| Goldman Sachs Group Inc | 167,426 | $11.7M | 0.00% | −294,189−63.7% | Reduced |
| Two Sigma Investments, LP | 156,583 | $10.9M | 0.03% | +124,783+392.4% | Added |
| CTF Capital Management, LP | 130,476 | $9.11M | 5.87% | +130,476 | New |
| D. E. Shaw & Co., Inc. | 120,461 | $8.41M | 0.01% | −69,157−36.5% | Reduced |
| Citadel Advisors LLC | 119,960 | $8.37M | 0.01% | −27,906−18.9% | Reduced |
| American Century Companies Inc | 119,084 | $8.31M | 0.01% | −3,571−2.9% | Reduced |
| Swiss National Bank | 109,300 | $7.63M | 0.00% | −8,700−7.4% | Reduced |
| Morgan Stanley | 103,827 | $7.25M | 0.00% | −18,248−14.9% | Reduced |
| Man Group plc | 96,548 | $6.74M | 0.02% | +11,309+13.3% | Added |
| First Trust Advisors LP | 91,215 | $6.37M | 0.01% | +26,576+41.1% | Added |
| TD Asset Management Inc | 89,982 | $6.28M | 0.01% | +46,451+106.7% | Added |
| Gator Capital Management, LLC | 82,025 | $5.72M | 4.14% | +82,025 | New |
| Wells Fargo & Company | 78,366 | $5.47M | 0.00% | −2,387−3.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 71,800 | $5.01M | 0.01% | +71,800 | New |
| Susquehanna Fundamental Investments, LLC | 67,630 | $4.72M | 0.12% | +47,674+238.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 66,631 | $4.65M | 0.11% | −79,138−54.3% | Reduced |
| Russell Investments Group, Ltd. | 65,729 | $4.58M | 0.01% | −13,784−17.3% | Reduced |
| Bank of America Corp | 64,599 | $4.51M | 0.00% | −20,197−23.8% | Reduced |
| UBS Asset Management Americas Inc | 63,726 | $4.45M | 0.00% | −6,144−8.8% | Reduced |
| Parametric Portfolio Associates LLC | 62,389 | $4.35M | 0.00% | +1,327+2.2% | Added |
| Prudential Financial Inc | 59,655 | $4.16M | 0.01% | +1,815+3.1% | Added |
| California State Teachers Retirement System | 58,969 | $4.12M | 0.00% | −2,552−4.1% | Reduced |
| AQR Capital Management LLC | 57,078 | $3.98M | 0.01% | −9,620−14.4% | Reduced |
| Jump Financial, LLC | 51,700 | $3.61M | 0.23% | +51,700 | New |
| AlphaCrest Capital Management LLC | 51,187 | $3.57M | 0.13% | +9,400+22.5% | Added |
| Cooperman Leon G | 50,000 | $3.49M | 0.18% | −332,328−86.9% | Reduced |
| Denali Advisors LLC | 49,810 | $3.48M | 1.30% | −80.0% | Reduced |
| BNP Paribas Arbitrage, SA | 47,711 | $3.33M | 0.01% | +35,667+296.1% | Added |
| LSV Asset Management | 47,366 | $3.31M | 0.01% | −9,800−17.1% | Reduced |
| NFJ Investment Group, LLC | 44,275 | $3.09M | 0.06% | −2,693−5.7% | Reduced |
| State of New Jersey Common Pension Fund D | 43,864 | $3.06M | 0.01% | +4,081+10.3% | Added |
| Hennessy Advisors Inc | 43,800 | $3.06M | 0.17% | −1,500−3.3% | Reduced |
| Rhumbline Advisers | 43,502 | $3.04M | 0.00% | −4,162−8.7% | Reduced |
| E. Ohman J:or Asset Management AB | 43,200 | $3.01M | 0.09% | −3,000−6.5% | Reduced |
| Credit Suisse AG | 43,024 | $3.00M | 0.00% | −2,212−4.9% | Reduced |
| New York State Common Retirement Fund | 42,878 | $2.99M | 0.00% | −190.0% | Reduced |
| Brandywine Global Investment Management, LLC | 41,066 | $2.87M | 0.02% | +41,066 | New |
| Public Employees Retirement System of Ohio | 40,672 | $2.84M | 0.01% | +12,533+44.5% | Added |
| Putnam Investments LLC | 40,313 | $2.81M | 0.00% | +40,313 | New |
| Foster & Motley Inc | 38,274 | $2.67M | 0.21% | −4,472−10.5% | Reduced |
| Symmetry Investments LP | 37,400 | $2.61M | 1.35% | +37,400 | New |
| Qube Research & Technologies Ltd | 36,462 | $2.54M | 0.02% | +15,785+76.3% | Added |
| Leuthold Group, LLC | 35,549 | $2.48M | 0.29% | −855−2.3% | Reduced |
| ExodusPoint Capital Management, LP | 34,873 | $2.43M | 0.03% | +14,012+67.2% | Added |
| Susquehanna International Group, LLP | 32,829 | $2.29M | 0.00% | −119,110−78.4% | Reduced |
| Citigroup Inc | 32,264 | $2.25M | 0.00% | +16,372+103.0% | Added |
| Cubist Systematic Strategies, LLC | 31,668 | $2.21M | 0.02% | −27,423−46.4% | Reduced |
| Legal & General Group Plc | 31,665 | $2.21M | 0.00% | −1,046−3.2% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 31,490 | $2.20M | 0.24% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 29,955 | $2.09M | 0.07% | −13,676−31.3% | Reduced |
| HAP Trading, LLC | 29,326 | $2.05M | 0.14% | +9,746+49.8% | Added |
| DekaBank Deutsche Girozentrale | 28,406 | $1.97M | 0.00% | +5,297+22.9% | Added |
| Capital Fund Management S.A. | 26,533 | $1.85M | 0.05% | +26,533 | New |
| Holocene Advisors, LP | 25,928 | $1.81M | 0.01% | +12,294+90.2% | Added |
| Winton Group Ltd | 24,382 | $1.70M | 0.10% | +1,474+6.4% | Added |
| NN Investment Partners Holdings N.V. | 23,800 | $1.66M | 0.01% | −2,400−9.2% | Reduced |
| Deutsche Bank AG | 21,493 | $1.50M | 0.00% | −182−0.8% | Reduced |
| HRT Financial LP | 21,213 | $1.48M | 0.01% | −41,755−66.3% | Reduced |
| Assenagon Asset Management S.A. | 20,465 | $1.43M | 0.01% | +6,622+47.8% | Added |
| Aigen Investment Management, LP | 20,374 | $1.40M | 0.09% | +20,374 | New |
| UBS Group AG | 19,434 | $1.36M | 0.00% | +11,390+141.6% | Added |
| FJ Capital Management LLC | 19,000 | $1.35M | 0.11% | −2,000−9.5% | Reduced |
| Royal Bank of Canada | 17,968 | $1.25M | 0.00% | −3,711−17.1% | Reduced |
| Janus Henderson Group PLC | 17,212 | $1.20M | 0.00% | +4,316+33.5% | Added |
| Commonwealth Equity Services, LLC | 16,969 | $1.18M | 0.00% | −219−1.3% | Reduced |
| American International Group, Inc. | 16,605 | $1.16M | 0.01% | −1,374−7.6% | Reduced |
| Envestnet Asset Management Inc | 16,616 | $1.16M | 0.00% | +4,356+35.5% | Added |
| Manufacturers Life Insurance Company, The | 15,630 | $1.09M | 0.00% | −871−5.3% | Reduced |
| FMR LLC | 15,133 | $1.06M | 0.00% | −76,491−83.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 15,000 | $1.05M | 0.24% | 00.0% | Unchanged |
| Sciencast Management LP | 14,974 | $1.04M | 0.18% | +14,974 | New |
| Victory Capital Management Inc | 14,349 | $1.00M | 0.00% | −795−5.2% | Reduced |