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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Toronto Dominion Bank | 4 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $0 | 0.00% | +2+40.0% | Added |
| Schubert & Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3 | $0 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Lee Financial Co | 27 | $1.00K | 0.00% | −21−43.8% | Reduced |
| Manchester Capital Management LLC | 16 | $1.00K | 0.00% | −7−30.4% | Reduced |
| Parallel Advisors, LLC | 27 | $1.00K | 0.00% | +19+237.5% | Added |
| Private Capital Group, LLC | 26 | $1.00K | 0.00% | +8+44.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Cordant, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Hexagon Capital Partners LLC | 10 | $1.00K | 0.00% | +10 | New |
| Signaturefd, LLC | 44 | $2.00K | 0.00% | +31+238.5% | Added |
| Money Concepts Capital Corp | 32 | $2.00K | 0.00% | +32 | New |
| Lindbrook Capital, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Optimum Investment Advisors | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | −156−67.5% | Reduced |
| Barclays PLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 70 | $4.00K | 0.00% | +20+40.0% | Added |
| Webster Bank, N. A. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 103 | $5.00K | 0.00% | +1+1.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 90 | $5.00K | 0.00% | +22+32.4% | Added |
| The PNC Financial Services Group, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 325 | $17.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $17.0K | 0.00% | +320 | New |
| Tower Research Capital LLC (TRC) | 336 | $18.0K | 0.00% | −108−24.3% | Reduced |
| Parkside Financial Bank & Trust | 420 | $23.0K | 0.01% | −4−0.9% | Reduced |
| US Bancorp | 643 | $34.0K | 0.00% | −11−1.7% | Reduced |
| WFA Asset Management Corp | 769 | $40.9K | 0.03% | +3+0.4% | Added |
| Wolverine Asset Management LLC | 1,183 | $62.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,119 | $75.0K | 0.00% | +279+9.8% | Added |
| Captrust Financial Advisors | 1,643 | $87.0K | 0.00% | −859−34.3% | Reduced |
| Ensign Peak Advisors, Inc | 1,720 | $92.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,955 | $104.0K | 0.00% | −5,966−75.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,335 | $124.0K | 0.00% | −183−7.3% | Reduced |
| Great West Life Assurance Co | 2,283 | $129.0K | 0.00% | −381−14.3% | Reduced |
| Macquarie Group Ltd | 2,419 | $129.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,932 | $156.0K | 0.00% | +486+19.9% | Added |
| American Portfolios Advisors | 3,051 | $162.3K | 0.01% | +10.0% | Added |
| State of Wyoming | 3,539 | $188.0K | 0.09% | +430+13.8% | Added |
| Corient Capital Partners, LLC | 3,761 | $200.0K | 0.01% | +482+14.7% | Added |
| SG Americas Securities, LLC | 3,779 | $201.0K | 0.00% | −4,933−56.6% | Reduced |
| Amalgamated Bank | 3,770 | $201.0K | 0.00% | −367−8.9% | Reduced |
| Amalgamated Financial Corp. | 3,770 | $201.0K | 0.00% | +3,770 | New |
| Aigen Investment Management, LP | 3,860 | $205.0K | 0.04% | −16,514−81.1% | Reduced |
| Nations Financial Group Inc, | 3,857 | $205.0K | 0.02% | −10,469−73.1% | Reduced |
| Neuberger Berman Group LLC | 3,914 | $208.0K | 0.00% | +472+13.7% | Added |
| Ergoteles LLC | 4,001 | $213.0K | 0.01% | +4,001 | New |
| Pearl River Capital, LLC | 4,355 | $232.0K | 0.06% | +4,355 | New |
| ClariVest Asset Management LLC | 4,656 | $248.0K | 0.01% | −34−0.7% | Reduced |
| HSBC Holdings PLC | 4,694 | $253.0K | 0.00% | −189−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,207 | $256.0K | 0.00% | −482−13.1% | Reduced |
| Janney Montgomery Scott LLC | 4,957 | $264.0K | 0.00% | +178+3.7% | Added |
| Vise Technologies, Inc. | 5,195 | $276.0K | 0.10% | +5,195 | New |
| Quantbot Technologies LP | 5,282 | $281.0K | 0.02% | +5,282 | New |
| Quantamental Technologies LLC | 5,430 | $289.0K | 0.17% | −4,003−42.4% | Reduced |
| Paloma Partners Management Co | 5,557 | $296.0K | 0.02% | −7,275−56.7% | Reduced |
| ProShare Advisors LLC | 5,643 | $300.0K | 0.00% | −1,183−17.3% | Reduced |
| DekaBank Deutsche Girozentrale | 5,635 | $306.0K | 0.00% | −22,771−80.2% | Reduced |
| Handelsbanken Fonder AB | 5,800 | $309.0K | 0.00% | −1,500−20.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,803 | $309.0K | 0.01% | +5,803 | New |
| Federated Hermes, Inc. | 6,059 | $323.0K | 0.00% | +1,118+22.6% | Added |
| Algert Global LLC | 6,106 | $325.0K | 0.02% | +2,275+59.4% | Added |
| One Capital Management, LLC | 6,379 | $339.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,421 | $342.0K | 0.00% | −2,144−25.0% | Reduced |
| BNP Paribas Arbitrage, SA | 6,646 | $353.6K | 0.00% | −41,065−86.1% | Reduced |
| Dark Forest Capital Management LP | 6,646 | $354.0K | 0.08% | +6,414+2,764.7% | Added |
| Dynamic Technology Lab Private Ltd | 6,760 | $360.0K | 0.04% | −100−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,797 | $362.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 7,074 | $377.0K | 0.00% | −62−0.9% | Reduced |
| IndexIQ Advisors LLC | 7,457 | $397.0K | 0.01% | +1,142+18.1% | Added |
| AlphaCrest Capital Management LLC | 7,698 | $410.0K | 0.02% | −43,489−85.0% | Reduced |
| DuPont Capital Management Corp | 7,768 | $413.0K | 0.02% | −22,187−74.1% | Reduced |
| D. E. Shaw & Co., Inc. | 8,893 | $473.0K | 0.00% | −111,568−92.6% | Reduced |
| State of Wisconsin Investment Board | 9,200 | $489.0K | 0.00% | +9,200 | New |
| SEI Investments Co | 9,220 | $491.0K | 0.00% | −1,100−10.7% | Reduced |
| State Board of Administration of Florida Retirement System | 9,393 | $500.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,765 | $519.0K | 0.00% | +9,765 | New |
| Teacher Retirement System of Texas | 9,801 | $521.0K | 0.00% | +272+2.9% | Added |
| Envestnet Asset Management Inc | 9,955 | $530.0K | 0.00% | −6,661−40.1% | Reduced |
| Lazard Asset Management LLC | 10,397 | $553.0K | 0.00% | −273,537−96.3% | Reduced |
| Almitas Capital LLC | 10,634 | $566.0K | 0.34% | +10,634 | New |
| Allspring Global Investments Holdings, LLC | 10,665 | $567.0K | 0.00% | −2,945−21.6% | Reduced |
| Trexquant Investment LP | 10,704 | $569.0K | 0.03% | +10,704 | New |
| Citadel Advisors LLC | 11,510 | $612.0K | 0.00% | −108,450−90.4% | Reduced |
| Voya Investment Management LLC | 11,662 | $620.0K | 0.00% | −230−1.9% | Reduced |
| Manufacturers Life Insurance Company, The | 12,550 | $667.7K | 0.00% | −3,080−19.7% | Reduced |
| Arizona State Retirement System | 12,765 | $679.0K | 0.01% | −597−4.5% | Reduced |
| Graham Capital Management, L.P. | 13,004 | $691.0K | 0.03% | +7,948+157.2% | Added |
| Victory Capital Management Inc | 14,562 | $707.0K | 0.00% | +213+1.5% | Added |
| UBS Group AG | 13,333 | $709.0K | 0.00% | −6,101−31.4% | Reduced |
| FMR LLC | 13,773 | $733.0K | 0.00% | −1,360−9.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 14,046 | $747.0K | 0.26% | +246+1.8% | Added |
| American International Group, Inc. | 14,945 | $795.0K | 0.00% | −1,660−10.0% | Reduced |
| Royal Bank of Canada | 15,837 | $843.0K | 0.00% | −2,131−11.9% | Reduced |
| MetLife Investment Management | 15,934 | $847.7K | 0.01% | +4,522+39.6% | Added |
| Janus Henderson Group PLC | 16,061 | $854.0K | 0.00% | −1,151−6.7% | Reduced |
| Duality Advisers, LP | 16,066 | $855.0K | 0.09% | +16,066 | New |