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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.

Institutional holdersQ4 2021: 205 institutions
Q1 2021: 230 institutionsQ2 2021: 201 institutionsQ3 2021: 200 institutionsQ4 2021: 205 institutionsQ1 2022: 185 institutionsQ2 2022: 175 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 176 institutionsQ2 2023: 169 institutionsQ3 2023: 176 institutionsQ4 2023: 192 institutionsQ1 2024: 193 institutionsQ2 2024: 184 institutionsQ3 2024: 202 institutionsQ4 2024: 207 institutionsQ1 2025: 203 institutionsQ2 2025: 220 institutionsQ3 2025: 231 institutionsQ4 2025: 265 institutionsQ1 2026: 234 institutionsQ2 2026: 230 institutions
Value heldQ4 2021: $2.12B
Q1 2021: $2.27BQ2 2021: $2.03BQ3 2021: $2.01BQ4 2021: $2.12BQ1 2022: $1.69BQ2 2022: $1.31BQ3 2022: $1.27BQ4 2022: $1.62BQ1 2023: $1.74BQ2 2023: $2.07BQ3 2023: $1.91BQ4 2023: $2.58BQ1 2024: $2.63BQ2 2024: $2.76BQ3 2024: $3.49BQ4 2024: $3.11BQ1 2025: $3.16BQ2 2025: $3.07BQ3 2025: $3.96BQ4 2025: $4.12BQ1 2026: $2.94BQ2 2026: $2.93B
Institutions holding PFSI and their total value by quarter
QuarterHoldersValue
Q2 2026230$2.93B
Q1 2026234$2.94B
Q4 2025265$4.12B
Q3 2025231$3.96B
Q2 2025220$3.07B
Q1 2025203$3.16B
Q4 2024207$3.11B
Q3 2024202$3.49B
Q2 2024184$2.76B
Q1 2024193$2.63B
Q4 2023192$2.58B
Q3 2023176$1.91B
Q2 2023169$2.07B
Q1 2023176$1.74B
Q4 2022179$1.62B
Q3 2022169$1.27B
Q2 2022175$1.31B
Q1 2022185$1.69B
Q4 2021205$2.12B
Q3 2021200$2.01B
Q2 2021201$2.03B
Q1 2021230$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.

Institutions holding PFSI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Senvest Management, LLC2,135,032$149.0M4.19%+118,371+5.9%Added
BlackRock Inc.2,214,826$154.6M0.00%−109,793−4.7%Reduced
Vanguard Group Inc3,102,043$216.5M0.00%+23,692+0.8%Added
Price T Rowe Associates Inc3,916,901$273.3M0.02%−82,043−2.1%Reduced
MFN Partners Management, LP3,975,518$277.4M10.91%+443,726+12.6%Added
Par Capital Management Inc0$00.00%−691,600−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−112,600−100.0%Sold out
Jacobs Asset Management, LLC0$00.00%−100,000−100.0%Sold out
Group One Trading, L.P.0$00.00%−96,205−100.0%Sold out
PEAK6 Investments LLC0$00.00%−73,710−100.0%Sold out
Sovarnum Capital L.P.0$00.00%−58,000−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−56,200−100.0%Sold out
Twinbeech Capital LP0$00.00%−35,914−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−31,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−29,650−100.0%Sold out
Engineers Gate Manager LP0$00.00%−26,346−100.0%Sold out
Simplex Trading, LLC0$00.00%−22,476−100.0%Sold out
STRS Ohio0$00.00%−17,900−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−16,224−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−15,093−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−13,500−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−12,410−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−10,752−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−9,172−100.0%Sold out
Trexquant Investment LP0$00.00%−8,984−100.0%Sold out
Centiva Capital, LP0$00.00%−6,861−100.0%Sold out
Magnetar Financial LLC0$00.00%−6,352−100.0%Sold out
Ergoteles LLC0$00.00%−5,567−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,025−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−4,000−100.0%Sold out
Ci Investments Inc.0$00.00%−1,658−100.0%Sold out
Acadian Asset Management LLC0$00.00%−793−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−83−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−58−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−75−100.0%Sold out
Cordant, Inc.0$00.00%−20−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
Professional Planning––––Not filed