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 |
|---|---|---|---|---|---|
| UBS Oconnor LLC | 12,900 | $900.0K | 0.01% | −21,400−62.4% | Reduced |
| Arizona State Retirement System | 13,362 | $932.0K | 0.01% | −1,180−8.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 13,610 | $949.0K | 0.00% | +13,610 | New |
| Summit Wealth & Retirement Planning, Inc. | 13,800 | $963.0K | 0.33% | −487−3.4% | Reduced |
| Nations Financial Group Inc, | 14,326 | $1.00M | 0.13% | −371−2.5% | Reduced |
| Victory Capital Management Inc | 14,349 | $1.00M | 0.00% | −795−5.2% | Reduced |
| Sciencast Management LP | 14,974 | $1.04M | 0.18% | +14,974 | New |
| Prescott Group Capital Management, L.L.C. | 15,000 | $1.05M | 0.24% | 00.0% | Unchanged |
| FMR LLC | 15,133 | $1.06M | 0.00% | −76,491−83.5% | Reduced |
| Manufacturers Life Insurance Company, The | 15,630 | $1.09M | 0.00% | −871−5.3% | 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 |
| Commonwealth Equity Services, LLC | 16,969 | $1.18M | 0.00% | −219−1.3% | Reduced |
| Janus Henderson Group PLC | 17,212 | $1.20M | 0.00% | +4,316+33.5% | Added |
| Royal Bank of Canada | 17,968 | $1.25M | 0.00% | −3,711−17.1% | Reduced |
| FJ Capital Management LLC | 19,000 | $1.35M | 0.11% | −2,000−9.5% | Reduced |
| UBS Group AG | 19,434 | $1.36M | 0.00% | +11,390+141.6% | Added |
| Aigen Investment Management, LP | 20,374 | $1.40M | 0.09% | +20,374 | New |
| Assenagon Asset Management S.A. | 20,465 | $1.43M | 0.01% | +6,622+47.8% | Added |
| HRT Financial LP | 21,213 | $1.48M | 0.01% | −41,755−66.3% | Reduced |
| Deutsche Bank AG | 21,493 | $1.50M | 0.00% | −182−0.8% | Reduced |
| NN Investment Partners Holdings N.V. | 23,800 | $1.66M | 0.01% | −2,400−9.2% | Reduced |
| Winton Group Ltd | 24,382 | $1.70M | 0.10% | +1,474+6.4% | Added |
| Holocene Advisors, LP | 25,928 | $1.81M | 0.01% | +12,294+90.2% | Added |
| Capital Fund Management S.A. | 26,533 | $1.85M | 0.05% | +26,533 | New |
| DekaBank Deutsche Girozentrale | 28,406 | $1.97M | 0.00% | +5,297+22.9% | Added |
| HAP Trading, LLC | 29,326 | $2.05M | 0.14% | +9,746+49.8% | Added |
| DuPont Capital Management Corp | 29,955 | $2.09M | 0.07% | −13,676−31.3% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 31,490 | $2.20M | 0.24% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 32,264 | $2.25M | 0.00% | +16,372+103.0% | Added |
| Susquehanna International Group, LLP | 32,829 | $2.29M | 0.00% | −119,110−78.4% | Reduced |
| ExodusPoint Capital Management, LP | 34,873 | $2.43M | 0.03% | +14,012+67.2% | Added |
| Leuthold Group, LLC | 35,549 | $2.48M | 0.29% | −855−2.3% | Reduced |
| Qube Research & Technologies Ltd | 36,462 | $2.54M | 0.02% | +15,785+76.3% | Added |
| Symmetry Investments LP | 37,400 | $2.61M | 1.35% | +37,400 | New |
| Foster & Motley Inc | 38,274 | $2.67M | 0.21% | −4,472−10.5% | Reduced |
| Putnam Investments LLC | 40,313 | $2.81M | 0.00% | +40,313 | New |
| Public Employees Retirement System of Ohio | 40,672 | $2.84M | 0.01% | +12,533+44.5% | Added |
| Brandywine Global Investment Management, LLC | 41,066 | $2.87M | 0.02% | +41,066 | New |
| New York State Common Retirement Fund | 42,878 | $2.99M | 0.00% | −190.0% | Reduced |
| Credit Suisse AG | 43,024 | $3.00M | 0.00% | −2,212−4.9% | Reduced |
| E. Ohman J:or Asset Management AB | 43,200 | $3.01M | 0.09% | −3,000−6.5% | Reduced |
| Rhumbline Advisers | 43,502 | $3.04M | 0.00% | −4,162−8.7% | Reduced |
| Hennessy Advisors Inc | 43,800 | $3.06M | 0.17% | −1,500−3.3% | Reduced |
| State of New Jersey Common Pension Fund D | 43,864 | $3.06M | 0.01% | +4,081+10.3% | Added |
| NFJ Investment Group, LLC | 44,275 | $3.09M | 0.06% | −2,693−5.7% | Reduced |
| LSV Asset Management | 47,366 | $3.31M | 0.01% | −9,800−17.1% | Reduced |
| BNP Paribas Arbitrage, SA | 47,711 | $3.33M | 0.01% | +35,667+296.1% | Added |
| Denali Advisors LLC | 49,810 | $3.48M | 1.30% | −80.0% | Reduced |
| Cooperman Leon G | 50,000 | $3.49M | 0.18% | −332,328−86.9% | Reduced |
| AlphaCrest Capital Management LLC | 51,187 | $3.57M | 0.13% | +9,400+22.5% | Added |
| Jump Financial, LLC | 51,700 | $3.61M | 0.23% | +51,700 | New |
| AQR Capital Management LLC | 57,078 | $3.98M | 0.01% | −9,620−14.4% | Reduced |
| California State Teachers Retirement System | 58,969 | $4.12M | 0.00% | −2,552−4.1% | Reduced |
| Prudential Financial Inc | 59,655 | $4.16M | 0.01% | +1,815+3.1% | Added |
| Parametric Portfolio Associates LLC | 62,389 | $4.35M | 0.00% | +1,327+2.2% | Added |
| UBS Asset Management Americas Inc | 63,726 | $4.45M | 0.00% | −6,144−8.8% | Reduced |
| Bank of America Corp | 64,599 | $4.51M | 0.00% | −20,197−23.8% | Reduced |
| Russell Investments Group, Ltd. | 65,729 | $4.58M | 0.01% | −13,784−17.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 66,631 | $4.65M | 0.11% | −79,138−54.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 67,630 | $4.72M | 0.12% | +47,674+238.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 71,800 | $5.01M | 0.01% | +71,800 | New |
| Wells Fargo & Company | 78,366 | $5.47M | 0.00% | −2,387−3.0% | Reduced |
| Gator Capital Management, LLC | 82,025 | $5.72M | 4.14% | +82,025 | New |
| TD Asset Management Inc | 89,982 | $6.28M | 0.01% | +46,451+106.7% | Added |
| First Trust Advisors LP | 91,215 | $6.37M | 0.01% | +26,576+41.1% | Added |
| Man Group plc | 96,548 | $6.74M | 0.02% | +11,309+13.3% | Added |
| Morgan Stanley | 103,827 | $7.25M | 0.00% | −18,248−14.9% | Reduced |
| Swiss National Bank | 109,300 | $7.63M | 0.00% | −8,700−7.4% | Reduced |
| American Century Companies Inc | 119,084 | $8.31M | 0.01% | −3,571−2.9% | Reduced |
| Citadel Advisors LLC | 119,960 | $8.37M | 0.01% | −27,906−18.9% | Reduced |
| D. E. Shaw & Co., Inc. | 120,461 | $8.41M | 0.01% | −69,157−36.5% | Reduced |
| CTF Capital Management, LP | 130,476 | $9.11M | 5.87% | +130,476 | New |
| Two Sigma Investments, LP | 156,583 | $10.9M | 0.03% | +124,783+392.4% | Added |
| Goldman Sachs Group Inc | 167,426 | $11.7M | 0.00% | −294,189−63.7% | Reduced |
| Voloridge Investment Management, LLC | 169,110 | $11.8M | 0.06% | −75,899−31.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 189,805 | $13.2M | 0.09% | +56,519+42.4% | Added |
| Invesco Ltd. | 206,585 | $14.4M | 0.00% | +4,185+2.1% | Added |
| Nuveen Asset Management, LLC | 227,292 | $15.9M | 0.00% | +16,235+7.7% | Added |
| BlueCrest Capital Management Ltd | 241,468 | $16.9M | 0.98% | −369,143−60.5% | Reduced |
| Great Lakes Advisors, LLC | 247,881 | $17.3M | 0.26% | −3,855−1.5% | Reduced |
| Bank of New York Mellon Corp | 258,895 | $18.1M | 0.00% | −44,215−14.6% | Reduced |
| Charles Schwab Investment Management Inc | 281,858 | $19.7M | 0.01% | +11,455+4.2% | Added |
| Lazard Asset Management LLC | 283,934 | $19.8M | 0.02% | −76,209−21.2% | Reduced |
| JPMorgan Chase & Co | 306,692 | $21.4M | 0.00% | +15,919+5.5% | Added |
| Millennium Management LLC | 314,472 | $21.9M | 0.02% | −7,267−2.3% | Reduced |
| Allianz Asset Management GmbH | 318,682 | $22.2M | 0.02% | +160,244+101.1% | Added |
| Dimensional Fund Advisors LP | 404,723 | $28.2M | 0.01% | +231,710+133.9% | Added |
| Norges Bank | 405,515 | $28.3M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 411,354 | $28.7M | 0.01% | −337−0.1% | Reduced |
| Renaissance Technologies LLC | 439,500 | $30.7M | 0.04% | −26,500−5.7% | Reduced |
| Northern Trust Corp | 473,198 | $33.0M | 0.01% | −169,660−26.4% | Reduced |
| Boston Partners | 525,620 | $36.6M | 0.04% | −4,190−0.8% | Reduced |
| Geode Capital Management, LLC | 529,462 | $36.9M | 0.00% | −32,461−5.8% | Reduced |
| K2 Principal Fund, L.P. | 1,065,572 | $74.4M | 9.18% | +326,975+44.3% | Added |
| Clough Capital Partners L P | 1,143,540 | $79.8M | 5.36% | +160,039+16.3% | Added |
| Basswood Capital Management, L.L.C. | 1,165,455 | $81.3M | 3.73% | −753,360−39.3% | Reduced |
| State Street Corp | 1,301,769 | $90.8M | 0.00% | −132,847−9.3% | Reduced |