Skip to main content

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.

Q4 2021 vs. Q3 2021

How the institutions holding PennyMac Financial Services, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of PFSI: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2002205+7
Shares32.9M192.7K30.4M−2.38M (−7.3%)
Value$2.01B$11.8M$2.12B+$117.1M (+5.9%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to PFSI in Q4 2021
InstitutionSharesValue% of portfolio
CTF Capital Management, LP130,476$9.11M5.87%
Gator Capital Management, LLC82,025$5.72M4.14%
Healthcare of Ontario Pension Plan Trust Fund71,800$5.01M0.01%
Jump Financial, LLC51,700$3.61M0.23%
Brandywine Global Investment Management, LLC41,066$2.87M0.02%
Putnam Investments LLC40,313$2.81M0.00%
Symmetry Investments LP37,400$2.61M1.35%
Capital Fund Management S.A.26,533$1.85M0.05%
Aigen Investment Management, LP20,374$1.40M0.09%
Sciencast Management LP14,974$1.04M0.18%
Allspring Global Investments Holdings, LLC13,610$949.0K0.00%
Virginia Retirement Systems Et Al12,000$837.0K0.01%
Quantamental Technologies LLC9,433$658.0K0.33%
Truist Financial Corp7,136$498.0K0.00%
One Capital Management, LLC6,379$445.0K0.03%
Advantage Alpha Capital Partners LP5,270$368.0K0.05%
Graham Capital Management, L.P.5,056$352.0K0.02%
Virtu Financial LLC5,038$352.0K0.04%
Federated Hermes, Inc.4,941$345.0K0.00%
Pluribus Labs, LLC4,294$300.0K0.32%
Boothbay Fund Management, LLC4,213$294.0K0.01%
XTX Topco Ltd4,085$285.0K0.16%
Caxton Associates LP3,819$266.0K0.03%
Delphia (USA) Inc.3,513$245.0K0.26%
Robeco Institutional Asset Management B.V.2,350$164.0K0.00%
Ensign Peak Advisors, Inc1,720$120.0K0.00%
CenterStar Asset Management, LLC–$65.0K0.05%
Point72 Hong Kong Ltd829$58.0K0.00%
WFA Asset Management Corp766$53.5K0.03%
Aquatic Capital Management LLC600$42.0K0.08%
Signet Financial Management, LLC564$39.0K0.01%
Trustcore Financial Services, LLC73$5.00K0.00%
National Bank of Canada50$3.00K0.00%
Parallel Advisors, LLC8$1.00K0.00%
Covestor Ltd11$1.00K0.00%
Cambridge Trust Co7$00.00%
JFS Wealth Advisors, LLC5$00.00%
Schubert & Co5$00.00%

Sold out (31)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (2)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.186,264$11.4M
Professional Planning6,469$395.0K