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, Q1 2022
Institutional positions in PennyMac Financial Services, Inc. as of Mar 31, 2022. 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
- 185
- −17 vs. Q4 2021
- Shares held
- 31.8M
- +1.47M (+4.9%) vs. Q4 2021
- Total value
- $1.69B
- −$424.9M (−20.1%) vs. Q4 2021
- New holders
- 25
- 68 more added
- Sold out
- 42
- 74 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $241.1M | 8.35% | +556,274+14.0% | Added |
| Price T Rowe Associates Inc | 4,518,483 | $240.4M | 0.02% | +601,582+15.4% | Added |
| Vanguard Group Inc | 2,718,265 | $144.6M | 0.00% | −383,778−12.4% | Reduced |
| BlackRock Inc. | 2,111,239 | $112.3M | 0.00% | −103,587−4.7% | Reduced |
| Senvest Management, LLC | 2,053,032 | $109.2M | 3.13% | −82,000−3.8% | Reduced |
| K2 Principal Fund, L.P. | 1,594,651 | $84.8M | 14.75% | +529,079+49.7% | Added |
| State Street Corp | 1,294,426 | $68.9M | 0.00% | −7,343−0.6% | Reduced |
| Dimensional Fund Advisors LP | 783,884 | $41.7M | 0.01% | +379,161+93.7% | Added |
| Basswood Capital Management, L.L.C. | 751,913 | $40.0M | 1.91% | −413,542−35.5% | Reduced |
| Goldman Sachs Group Inc | 706,965 | $37.6M | 0.01% | +539,539+322.3% | Added |
| Epoch Investment Partners, Inc. | 593,268 | $31.6M | 0.15% | +593,268 | New |
| Geode Capital Management, LLC | 531,880 | $28.3M | 0.00% | +2,418+0.5% | Added |
| Boston Partners | 524,831 | $27.6M | 0.03% | −789−0.2% | Reduced |
| Millennium Management LLC | 503,532 | $26.8M | 0.03% | +189,060+60.1% | Added |
| Renaissance Technologies LLC | 498,800 | $26.5M | 0.03% | +59,300+13.5% | Added |
| Northern Trust Corp | 445,824 | $23.7M | 0.00% | −27,374−5.8% | Reduced |
| Morgan Stanley | 417,677 | $22.2M | 0.00% | +313,850+302.3% | Added |
| Alliancebernstein L.P. | 415,031 | $22.1M | 0.01% | +3,677+0.9% | Added |
| Norges Bank | 405,515 | $21.6M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 385,398 | $20.5M | 0.07% | +364,933+1,783.2% | Added |
| JPMorgan Chase & Co | 326,265 | $17.4M | 0.00% | +19,573+6.4% | Added |
| Charles Schwab Investment Management Inc | 300,207 | $16.0M | 0.00% | +18,349+6.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 255,100 | $13.6M | 0.05% | +183,300+255.3% | Added |
| Bank of New York Mellon Corp | 252,474 | $13.4M | 0.00% | −6,421−2.5% | Reduced |
| Nuveen Asset Management, LLC | 243,897 | $13.3M | 0.00% | +16,605+7.3% | Added |
| Jacobs Levy Equity Management, Inc | 249,311 | $13.3M | 0.09% | +59,506+31.4% | Added |
| Allianz Asset Management GmbH | 194,444 | $10.3M | 0.01% | −124,238−39.0% | Reduced |
| EMG Holdings, L.P. | 187,496 | $9.97M | 2.95% | +183,935+5,165.3% | Added |
| Group One Trading, L.P. | 180,311 | $9.59M | 0.21% | +180,311 | New |
| American Century Companies Inc | 151,033 | $8.04M | 0.01% | +31,949+26.8% | Added |
| Invesco Ltd. | 147,636 | $7.86M | 0.00% | −58,949−28.5% | Reduced |
| Schroder Investment Management Group | 139,280 | $7.56M | 0.01% | +139,280 | New |
| Swiss National Bank | 111,600 | $5.94M | 0.00% | +2,300+2.1% | Added |
| BlueCrest Capital Management Ltd | 111,428 | $5.93M | 0.49% | −130,040−53.9% | Reduced |
| First Trust Advisors LP | 107,311 | $5.71M | 0.01% | +16,096+17.6% | Added |
| Advantage Alpha Capital Partners LP | 106,664 | $5.67M | 0.85% | +101,394+1,924.0% | Added |
| Gator Capital Management, LLC | 104,225 | $5.54M | 4.05% | +22,200+27.1% | Added |
| Great Lakes Advisors, LLC | 97,409 | $5.18M | 0.09% | −150,472−60.7% | Reduced |
| Man Group plc | 93,883 | $5.00M | 0.02% | −2,665−2.8% | Reduced |
| Holocene Advisors, LP | 85,431 | $4.54M | 0.02% | +59,503+229.5% | Added |
| Prudential Financial Inc | 84,704 | $4.51M | 0.01% | +25,049+42.0% | Added |
| TD Asset Management Inc | 84,424 | $4.49M | 0.00% | −5,558−6.2% | Reduced |
| Bank of America Corp | 73,685 | $3.92M | 0.00% | +9,086+14.1% | Added |
| Jane Street Group, LLC | 73,115 | $3.89M | 0.01% | +68,328+1,427.4% | Added |
| ExodusPoint Capital Management, LP | 70,238 | $3.74M | 0.05% | +35,365+101.4% | Added |
| Prescott Group Capital Management, L.L.C. | 66,000 | $3.51M | 0.90% | +51,000+340.0% | Added |
| Saba Capital Management, L.P. | 64,480 | $3.43M | 0.06% | +64,480 | New |
| Parametric Portfolio Associates LLC | 63,947 | $3.40M | 0.00% | +1,558+2.5% | Added |
| UBS Asset Management Americas Inc | 63,384 | $3.37M | 0.00% | −342−0.5% | Reduced |
| Susquehanna International Group, LLP | 61,924 | $3.29M | 0.00% | +29,095+88.6% | Added |
| Amundi | 69,426 | $3.27M | 0.00% | +69,426 | New |
| Verition Fund Management LLC | 53,622 | $2.85M | 0.05% | +48,441+935.0% | Added |
| LSV Asset Management | 53,212 | $2.83M | 0.01% | +5,846+12.3% | Added |
| California State Teachers Retirement System | 53,026 | $2.82M | 0.00% | −5,943−10.1% | Reduced |
| Denali Advisors LLC | 53,010 | $2.82M | 1.09% | +3,200+6.4% | Added |
| Russell Investments Group, Ltd. | 51,287 | $2.74M | 0.00% | −14,442−22.0% | Reduced |
| AQR Capital Management LLC | 50,590 | $2.69M | 0.01% | −6,488−11.4% | Reduced |
| Cooperman Leon G | 50,000 | $2.66M | 0.14% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 49,759 | $2.65M | 0.02% | +8,693+21.2% | Added |
| Qube Research & Technologies Ltd | 48,633 | $2.59M | 0.02% | +12,171+33.4% | Added |
| Cubist Systematic Strategies, LLC | 46,780 | $2.49M | 0.02% | +15,112+47.7% | Added |
| NFJ Investment Group, LLC | 44,275 | $2.36M | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 44,090 | $2.35M | 0.02% | +22,877+107.8% | Added |
| State of New Jersey Common Pension Fund D | 43,864 | $2.33M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 43,397 | $2.31M | 0.00% | +373+0.9% | Added |
| E. Ohman J:or Asset Management AB | 43,132 | $2.29M | 0.08% | −68−0.2% | Reduced |
| Wells Fargo & Company | 42,542 | $2.26M | 0.00% | −35,824−45.7% | Reduced |
| Public Employees Retirement System of Ohio | 41,011 | $2.18M | 0.01% | +339+0.8% | Added |
| New York State Common Retirement Fund | 40,983 | $2.18M | 0.00% | −1,895−4.4% | Reduced |
| Rhumbline Advisers | 40,683 | $2.16M | 0.00% | −2,819−6.5% | Reduced |
| Putnam Investments LLC | 37,516 | $2.00M | 0.00% | −2,797−6.9% | Reduced |
| Leuthold Group, LLC | 35,418 | $1.88M | 0.24% | −131−0.4% | Reduced |
| Foster & Motley Inc | 34,804 | $1.85M | 0.15% | −3,470−9.1% | Reduced |
| Squarepoint Ops LLC | 32,084 | $1.71M | 0.01% | +20,112+168.0% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 31,490 | $1.68M | 0.19% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 31,031 | $1.65M | 0.01% | −138,079−81.7% | Reduced |
| Legal & General Group Plc | 31,019 | $1.65M | 0.00% | −646−2.0% | Reduced |
| Winton Group Ltd | 28,035 | $1.49M | 0.08% | +3,653+15.0% | Added |
| Citigroup Inc | 21,840 | $1.16M | 0.00% | −10,424−32.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 21,114 | $1.12M | 0.00% | +18,764+798.5% | Added |
| NN Investment Partners Holdings N.V. | 20,700 | $1.10M | 0.01% | −3,100−13.0% | Reduced |
| Deutsche Bank AG | 18,993 | $1.01M | 0.00% | −2,500−11.6% | Reduced |
| FJ Capital Management LLC | 18,642 | $992.0K | 0.09% | −358−1.9% | Reduced |
| Wolverine Trading, LLC | 18,246 | $991.0K | 0.03% | +13,895+319.4% | Added |
| Commonwealth Equity Services, LLC | 17,539 | $933.0K | 0.00% | +570+3.4% | Added |
| Duality Advisers, LP | 16,066 | $855.0K | 0.09% | +16,066 | New |
| Janus Henderson Group PLC | 16,061 | $854.0K | 0.00% | −1,151−6.7% | Reduced |
| MetLife Investment Management | 15,934 | $847.7K | 0.01% | +4,522+39.6% | Added |
| Royal Bank of Canada | 15,837 | $843.0K | 0.00% | −2,131−11.9% | Reduced |
| American International Group, Inc. | 14,945 | $795.0K | 0.00% | −1,660−10.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 14,046 | $747.0K | 0.26% | +246+1.8% | Added |
| FMR LLC | 13,773 | $733.0K | 0.00% | −1,360−9.0% | Reduced |
| UBS Group AG | 13,333 | $709.0K | 0.00% | −6,101−31.4% | Reduced |
| Victory Capital Management Inc | 14,562 | $707.0K | 0.00% | +213+1.5% | Added |
| Graham Capital Management, L.P. | 13,004 | $691.0K | 0.03% | +7,948+157.2% | Added |
| Arizona State Retirement System | 12,765 | $679.0K | 0.01% | −597−4.5% | Reduced |
| Manufacturers Life Insurance Company, The | 12,550 | $667.7K | 0.00% | −3,080−19.7% | Reduced |
| Voya Investment Management LLC | 11,662 | $620.0K | 0.00% | −230−1.9% | Reduced |
| Citadel Advisors LLC | 11,510 | $612.0K | 0.00% | −108,450−90.4% | Reduced |
| Trexquant Investment LP | 10,704 | $569.0K | 0.03% | +10,704 | New |