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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 14,326 | $1.00M | 0.13% | −371−2.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 13,800 | $963.0K | 0.33% | −487−3.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 13,610 | $949.0K | 0.00% | +13,610 | New |
| Arizona State Retirement System | 13,362 | $932.0K | 0.01% | −1,180−8.1% | Reduced |
| UBS Oconnor LLC | 12,900 | $900.0K | 0.01% | −21,400−62.4% | Reduced |
| Paloma Partners Management Co | 12,832 | $895.0K | 0.03% | +1,911+17.5% | Added |
| Virginia Retirement Systems Et Al | 12,000 | $837.0K | 0.01% | +12,000 | New |
| Squarepoint Ops LLC | 11,972 | $835.0K | 0.00% | +4,916+69.7% | Added |
| Voya Investment Management LLC | 11,892 | $830.0K | 0.00% | −1,096−8.4% | Reduced |
| AlphaCentric Advisors LLC | 11,699 | $816.0K | 0.24% | 00.0% | Unchanged |
| MetLife Investment Management | 11,412 | $796.3K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,029 | $770.0K | 0.01% | −583−5.0% | Reduced |
| Mercer Global Advisors Inc | 10,384 | $725.0K | 0.00% | +365+3.6% | Added |
| SEI Investments Co | 10,320 | $707.0K | 0.00% | −10,200−49.7% | Reduced |
| Teacher Retirement System of Texas | 9,529 | $665.0K | 0.00% | +984+11.5% | Added |
| Quantamental Technologies LLC | 9,433 | $658.0K | 0.33% | +9,433 | New |
| State Board of Administration of Florida Retirement System | 9,393 | $655.0K | 0.00% | −2,843−23.2% | Reduced |
| SG Americas Securities, LLC | 8,712 | $608.0K | 0.00% | −11,673−57.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,565 | $598.0K | 0.00% | −426−4.7% | Reduced |
| Metropolitan Life Insurance Co | 7,921 | $552.7K | 0.01% | −639−7.5% | Reduced |
| Handelsbanken Fonder AB | 7,300 | $509.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 7,136 | $498.0K | 0.00% | +7,136 | New |
| Lingohr & Partner Asset Management GmbH | 7,044 | $497.0K | 1.24% | −175−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,917 | $483.0K | 0.00% | −259−3.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,860 | $479.0K | 0.05% | −34,067−83.2% | Reduced |
| 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 |
| First Quadrant L P | 6,800 | $475.0K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,797 | $474.0K | 0.00% | +1,392+25.8% | Added |
| One Capital Management, LLC | 6,379 | $445.0K | 0.03% | +6,379 | New |
| IndexIQ Advisors LLC | 6,315 | $441.0K | 0.01% | −408−6.1% | Reduced |
| Tudor Investment Corp Et Al | 5,756 | $402.0K | 0.01% | −32,939−85.1% | Reduced |
| Advantage Alpha Capital Partners LP | 5,270 | $368.0K | 0.05% | +5,270 | New |
| Verition Fund Management LLC | 5,181 | $362.0K | 0.00% | +1,590+44.3% | Added |
| 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 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,000 | $348.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,941 | $345.0K | 0.00% | +4,941 | New |
| HSBC Holdings PLC | 4,883 | $342.0K | 0.00% | +784+19.1% | Added |
| Jane Street Group, LLC | 4,787 | $334.0K | 0.00% | −79,798−94.3% | Reduced |
| Janney Montgomery Scott LLC | 4,779 | $333.0K | 0.00% | −364−7.1% | Reduced |
| ClariVest Asset Management LLC | 4,690 | $327.0K | 0.01% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 4,630 | $323.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,351 | $307.0K | 0.00% | −27,777−86.5% | Reduced |
| Pluribus Labs, LLC | 4,294 | $300.0K | 0.32% | +4,294 | New |
| Boothbay Fund Management, LLC | 4,213 | $294.0K | 0.01% | +4,213 | New |
| Amalgamated Bank | 4,137 | $289.0K | 0.00% | −186−4.3% | 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 |
| Algert Global LLC | 3,831 | $267.0K | 0.03% | −660−14.7% | Reduced |
| Caxton Associates LP | 3,819 | $266.0K | 0.03% | +3,819 | New |
| Advisor Group Holdings, Inc. | 3,689 | $257.0K | 0.00% | +834+29.2% | Added |
| EMG Holdings, L.P. | 3,561 | $249.0K | 0.09% | −159,706−97.8% | Reduced |
| Delphia (USA) Inc. | 3,513 | $245.0K | 0.26% | +3,513 | New |
| 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 |
| Navellier & Associates Inc | 3,300 | $230.0K | 0.03% | −996−23.2% | Reduced |
| Corient Capital Partners, LLC | 3,279 | $229.0K | 0.02% | −3,638−52.6% | Reduced |
| State of Wyoming | 3,109 | $217.0K | 0.10% | −597−16.1% | Reduced |
| American Portfolios Advisors | 3,050 | $212.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,840 | $200.0K | 0.00% | +438+18.2% | Added |
| Great West Life Assurance Co | 2,664 | $185.0K | 0.00% | −567−17.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,518 | $176.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,502 | $175.0K | 0.00% | +16+0.6% | Added |
| Canada Pension Plan Investment Board | 2,446 | $171.0K | 0.00% | +87+3.7% | Added |
| Macquarie Group Ltd | 2,419 | $169.0K | 0.00% | −701−22.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,350 | $164.0K | 0.00% | +2,350 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,900 | $133.0K | 0.00% | −5,492−74.3% | Reduced |
| Ensign Peak Advisors, Inc | 1,720 | $120.0K | 0.00% | +1,720 | New |
| Wolverine Asset Management LLC | 1,183 | $82.0K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $65.0K | 0.05% | – | New |
| Point72 Hong Kong Ltd | 829 | $58.0K | 0.00% | +829 | New |
| WFA Asset Management Corp | 766 | $53.5K | 0.03% | +766 | New |
| US Bancorp | 654 | $46.0K | 0.00% | +1+0.2% | Added |
| Aquatic Capital Management LLC | 600 | $42.0K | 0.08% | +600 | New |
| Signet Financial Management, LLC | 564 | $39.0K | 0.01% | +564 | New |
| Tower Research Capital LLC (TRC) | 444 | $31.0K | 0.00% | −1,742−79.7% | Reduced |
| Parkside Financial Bank & Trust | 424 | $30.0K | 0.01% | −41−8.8% | Reduced |
| Counterpoint Mutual Funds LLC | 377 | $26.0K | 0.02% | +44+13.2% | Added |
| Norway Savings Bank | 325 | $23.0K | 0.01% | 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 |
| The PNC Financial Services Group, Inc. | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 166 | $11.0K | 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 |
| TFC Financial Management | 85 | $6.00K | 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 |
| Optimum Investment Advisors | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 50 | $3.00K | 0.00% | +50 | 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 |
| 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 |