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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 4 | $0 | 0.00% | −1,656−99.8% | Reduced |
| Cambridge Trust Co | 7 | $0 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Signaturefd, LLC | 13 | $1.00K | 0.00% | −3−18.8% | Reduced |
| Private Capital Group, LLC | 18 | $1.00K | 0.00% | +3+20.0% | Added |
| Bell Investment Advisors, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Covestor Ltd | 11 | $1.00K | 0.00% | +11 | New |
| Harbour Investments, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $2.00K | 0.00% | −8−25.8% | Reduced |
| First Horizon Advisors, Inc. | 29 | $2.00K | 0.00% | −14−32.6% | Reduced |
| Lee Financial Co | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 50 | $3.00K | 0.00% | +50 | New |
| Optimum Investment Advisors | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 68 | $5.00K | 0.00% | +46+209.1% | Added |
| Trustcore Financial Services, LLC | 73 | $5.00K | 0.00% | +73 | New |
| TFC Financial Management | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 232 | $16.0K | 0.01% | −16−6.5% | Reduced |
| TCI Wealth Advisors, Inc. | 231 | $16.0K | 0.00% | +19+9.0% | Added |
| Norway Savings Bank | 325 | $23.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 377 | $26.0K | 0.02% | +44+13.2% | Added |
| Parkside Financial Bank & Trust | 424 | $30.0K | 0.01% | −41−8.8% | Reduced |
| Tower Research Capital LLC (TRC) | 444 | $31.0K | 0.00% | −1,742−79.7% | Reduced |
| Signet Financial Management, LLC | 564 | $39.0K | 0.01% | +564 | New |
| Aquatic Capital Management LLC | 600 | $42.0K | 0.08% | +600 | New |
| US Bancorp | 654 | $46.0K | 0.00% | +1+0.2% | Added |
| WFA Asset Management Corp | 766 | $53.5K | 0.03% | +766 | New |
| Point72 Hong Kong Ltd | 829 | $58.0K | 0.00% | +829 | New |
| CenterStar Asset Management, LLC | – | $65.0K | 0.05% | – | New |
| Wolverine Asset Management LLC | 1,183 | $82.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,720 | $120.0K | 0.00% | +1,720 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,900 | $133.0K | 0.00% | −5,492−74.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,350 | $164.0K | 0.00% | +2,350 | New |
| Macquarie Group Ltd | 2,419 | $169.0K | 0.00% | −701−22.5% | Reduced |
| Canada Pension Plan Investment Board | 2,446 | $171.0K | 0.00% | +87+3.7% | Added |
| Captrust Financial Advisors | 2,502 | $175.0K | 0.00% | +16+0.6% | Added |
| Ameritas Investment Partners, Inc. | 2,518 | $176.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,664 | $185.0K | 0.00% | −567−17.5% | Reduced |
| IFP Advisors, Inc | 2,840 | $200.0K | 0.00% | +438+18.2% | Added |
| American Portfolios Advisors | 3,050 | $212.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,109 | $217.0K | 0.10% | −597−16.1% | Reduced |
| Corient Capital Partners, LLC | 3,279 | $229.0K | 0.02% | −3,638−52.6% | Reduced |
| Navellier & Associates Inc | 3,300 | $230.0K | 0.03% | −996−23.2% | Reduced |
| Neuberger Berman Group LLC | 3,442 | $239.0K | 0.00% | −6,418−65.1% | Reduced |
| Pictet Asset Management SA | 3,429 | $239.0K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 3,513 | $245.0K | 0.26% | +3,513 | New |
| EMG Holdings, L.P. | 3,561 | $249.0K | 0.09% | −159,706−97.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,689 | $257.0K | 0.00% | +834+29.2% | Added |
| Caxton Associates LP | 3,819 | $266.0K | 0.03% | +3,819 | New |
| Algert Global LLC | 3,831 | $267.0K | 0.03% | −660−14.7% | Reduced |
| Quadrature Capital Ltd | 4,081 | $285.0K | 0.02% | +132+3.3% | Added |
| XTX Topco Ltd | 4,085 | $285.0K | 0.16% | +4,085 | New |
| Amalgamated Bank | 4,137 | $289.0K | 0.00% | −186−4.3% | Reduced |
| Boothbay Fund Management, LLC | 4,213 | $294.0K | 0.01% | +4,213 | New |
| Pluribus Labs, LLC | 4,294 | $300.0K | 0.32% | +4,294 | New |
| Wolverine Trading, LLC | 4,351 | $307.0K | 0.00% | −27,777−86.5% | Reduced |
| Triasima Portfolio Management inc. | 4,630 | $323.0K | 0.02% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4,690 | $327.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,779 | $333.0K | 0.00% | −364−7.1% | Reduced |
| Jane Street Group, LLC | 4,787 | $334.0K | 0.00% | −79,798−94.3% | Reduced |
| HSBC Holdings PLC | 4,883 | $342.0K | 0.00% | +784+19.1% | Added |
| Federated Hermes, Inc. | 4,941 | $345.0K | 0.00% | +4,941 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 5,000 | $348.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,056 | $352.0K | 0.02% | +5,056 | New |
| Virtu Financial LLC | 5,038 | $352.0K | 0.04% | +5,038 | New |
| Verition Fund Management LLC | 5,181 | $362.0K | 0.00% | +1,590+44.3% | Added |
| Advantage Alpha Capital Partners LP | 5,270 | $368.0K | 0.05% | +5,270 | New |
| Tudor Investment Corp Et Al | 5,756 | $402.0K | 0.01% | −32,939−85.1% | Reduced |
| IndexIQ Advisors LLC | 6,315 | $441.0K | 0.01% | −408−6.1% | Reduced |
| One Capital Management, LLC | 6,379 | $445.0K | 0.03% | +6,379 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,797 | $474.0K | 0.00% | +1,392+25.8% | Added |
| First Quadrant L P | 6,800 | $475.0K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 6,830 | $476.0K | 0.03% | −27,478−80.1% | Reduced |
| ProShare Advisors LLC | 6,826 | $476.0K | 0.00% | +2,619+62.3% | Added |
| Dynamic Technology Lab Private Ltd | 6,860 | $479.0K | 0.05% | −34,067−83.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,917 | $483.0K | 0.00% | −259−3.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 7,044 | $497.0K | 1.24% | −175−2.4% | Reduced |
| Truist Financial Corp | 7,136 | $498.0K | 0.00% | +7,136 | New |
| Handelsbanken Fonder AB | 7,300 | $509.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,921 | $552.7K | 0.01% | −639−7.5% | Reduced |
| Public Employees Retirement Association of Colorado | 8,565 | $598.0K | 0.00% | −426−4.7% | Reduced |
| SG Americas Securities, LLC | 8,712 | $608.0K | 0.00% | −11,673−57.3% | Reduced |
| State Board of Administration of Florida Retirement System | 9,393 | $655.0K | 0.00% | −2,843−23.2% | Reduced |
| Quantamental Technologies LLC | 9,433 | $658.0K | 0.33% | +9,433 | New |
| Teacher Retirement System of Texas | 9,529 | $665.0K | 0.00% | +984+11.5% | Added |
| SEI Investments Co | 10,320 | $707.0K | 0.00% | −10,200−49.7% | Reduced |
| Mercer Global Advisors Inc | 10,384 | $725.0K | 0.00% | +365+3.6% | Added |
| O'Shaughnessy Asset Management, LLC | 11,029 | $770.0K | 0.01% | −583−5.0% | Reduced |
| MetLife Investment Management | 11,412 | $796.3K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 11,699 | $816.0K | 0.24% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,892 | $830.0K | 0.00% | −1,096−8.4% | Reduced |
| Squarepoint Ops LLC | 11,972 | $835.0K | 0.00% | +4,916+69.7% | Added |
| Virginia Retirement Systems Et Al | 12,000 | $837.0K | 0.01% | +12,000 | New |
| Paloma Partners Management Co | 12,832 | $895.0K | 0.03% | +1,911+17.5% | Added |