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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 17,539 | $933.0K | 0.00% | +570+3.4% | Added |
| Wolverine Trading, LLC | 18,246 | $991.0K | 0.03% | +13,895+319.4% | Added |
| FJ Capital Management LLC | 18,642 | $992.0K | 0.09% | −358−1.9% | Reduced |
| Deutsche Bank AG | 18,993 | $1.01M | 0.00% | −2,500−11.6% | Reduced |
| NN Investment Partners Holdings N.V. | 20,700 | $1.10M | 0.01% | −3,100−13.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 21,114 | $1.12M | 0.00% | +18,764+798.5% | Added |
| Citigroup Inc | 21,840 | $1.16M | 0.00% | −10,424−32.3% | Reduced |
| Winton Group Ltd | 28,035 | $1.49M | 0.08% | +3,653+15.0% | Added |
| Legal & General Group Plc | 31,019 | $1.65M | 0.00% | −646−2.0% | Reduced |
| Voloridge Investment Management, LLC | 31,031 | $1.65M | 0.01% | −138,079−81.7% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 31,490 | $1.68M | 0.19% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 32,084 | $1.71M | 0.01% | +20,112+168.0% | Added |
| Foster & Motley Inc | 34,804 | $1.85M | 0.15% | −3,470−9.1% | Reduced |
| Leuthold Group, LLC | 35,418 | $1.88M | 0.24% | −131−0.4% | Reduced |
| Putnam Investments LLC | 37,516 | $2.00M | 0.00% | −2,797−6.9% | Reduced |
| Rhumbline Advisers | 40,683 | $2.16M | 0.00% | −2,819−6.5% | Reduced |
| New York State Common Retirement Fund | 40,983 | $2.18M | 0.00% | −1,895−4.4% | Reduced |
| Public Employees Retirement System of Ohio | 41,011 | $2.18M | 0.01% | +339+0.8% | Added |
| Wells Fargo & Company | 42,542 | $2.26M | 0.00% | −35,824−45.7% | Reduced |
| E. Ohman J:or Asset Management AB | 43,132 | $2.29M | 0.08% | −68−0.2% | Reduced |
| Credit Suisse AG | 43,397 | $2.31M | 0.00% | +373+0.9% | Added |
| State of New Jersey Common Pension Fund D | 43,864 | $2.33M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 44,090 | $2.35M | 0.02% | +22,877+107.8% | Added |
| NFJ Investment Group, LLC | 44,275 | $2.36M | 0.05% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 46,780 | $2.49M | 0.02% | +15,112+47.7% | Added |
| Qube Research & Technologies Ltd | 48,633 | $2.59M | 0.02% | +12,171+33.4% | Added |
| Brandywine Global Investment Management, LLC | 49,759 | $2.65M | 0.02% | +8,693+21.2% | Added |
| Cooperman Leon G | 50,000 | $2.66M | 0.14% | 00.0% | Unchanged |
| AQR Capital Management LLC | 50,590 | $2.69M | 0.01% | −6,488−11.4% | Reduced |
| Russell Investments Group, Ltd. | 51,287 | $2.74M | 0.00% | −14,442−22.0% | Reduced |
| Denali Advisors LLC | 53,010 | $2.82M | 1.09% | +3,200+6.4% | Added |
| California State Teachers Retirement System | 53,026 | $2.82M | 0.00% | −5,943−10.1% | Reduced |
| LSV Asset Management | 53,212 | $2.83M | 0.01% | +5,846+12.3% | Added |
| Verition Fund Management LLC | 53,622 | $2.85M | 0.05% | +48,441+935.0% | Added |
| Amundi | 69,426 | $3.27M | 0.00% | +69,426 | New |
| Susquehanna International Group, LLP | 61,924 | $3.29M | 0.00% | +29,095+88.6% | Added |
| UBS Asset Management Americas Inc | 63,384 | $3.37M | 0.00% | −342−0.5% | Reduced |
| Parametric Portfolio Associates LLC | 63,947 | $3.40M | 0.00% | +1,558+2.5% | Added |
| Saba Capital Management, L.P. | 64,480 | $3.43M | 0.06% | +64,480 | New |
| Prescott Group Capital Management, L.L.C. | 66,000 | $3.51M | 0.90% | +51,000+340.0% | Added |
| ExodusPoint Capital Management, LP | 70,238 | $3.74M | 0.05% | +35,365+101.4% | Added |
| Jane Street Group, LLC | 73,115 | $3.89M | 0.01% | +68,328+1,427.4% | Added |
| Bank of America Corp | 73,685 | $3.92M | 0.00% | +9,086+14.1% | Added |
| TD Asset Management Inc | 84,424 | $4.49M | 0.00% | −5,558−6.2% | Reduced |
| Prudential Financial Inc | 84,704 | $4.51M | 0.01% | +25,049+42.0% | Added |
| Holocene Advisors, LP | 85,431 | $4.54M | 0.02% | +59,503+229.5% | Added |
| Man Group plc | 93,883 | $5.00M | 0.02% | −2,665−2.8% | Reduced |
| Great Lakes Advisors, LLC | 97,409 | $5.18M | 0.09% | −150,472−60.7% | Reduced |
| Gator Capital Management, LLC | 104,225 | $5.54M | 4.05% | +22,200+27.1% | Added |
| Advantage Alpha Capital Partners LP | 106,664 | $5.67M | 0.85% | +101,394+1,924.0% | Added |
| First Trust Advisors LP | 107,311 | $5.71M | 0.01% | +16,096+17.6% | Added |
| BlueCrest Capital Management Ltd | 111,428 | $5.93M | 0.49% | −130,040−53.9% | Reduced |
| Swiss National Bank | 111,600 | $5.94M | 0.00% | +2,300+2.1% | Added |
| Schroder Investment Management Group | 139,280 | $7.56M | 0.01% | +139,280 | New |
| Invesco Ltd. | 147,636 | $7.86M | 0.00% | −58,949−28.5% | Reduced |
| American Century Companies Inc | 151,033 | $8.04M | 0.01% | +31,949+26.8% | Added |
| Group One Trading, L.P. | 180,311 | $9.59M | 0.21% | +180,311 | New |
| EMG Holdings, L.P. | 187,496 | $9.97M | 2.95% | +183,935+5,165.3% | Added |
| Allianz Asset Management GmbH | 194,444 | $10.3M | 0.01% | −124,238−39.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 249,311 | $13.3M | 0.09% | +59,506+31.4% | Added |
| Nuveen Asset Management, LLC | 243,897 | $13.3M | 0.00% | +16,605+7.3% | Added |
| Bank of New York Mellon Corp | 252,474 | $13.4M | 0.00% | −6,421−2.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 255,100 | $13.6M | 0.05% | +183,300+255.3% | Added |
| Charles Schwab Investment Management Inc | 300,207 | $16.0M | 0.00% | +18,349+6.5% | Added |
| JPMorgan Chase & Co | 326,265 | $17.4M | 0.00% | +19,573+6.4% | Added |
| Assenagon Asset Management S.A. | 385,398 | $20.5M | 0.07% | +364,933+1,783.2% | Added |
| Norges Bank | 405,515 | $21.6M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 415,031 | $22.1M | 0.01% | +3,677+0.9% | Added |
| Morgan Stanley | 417,677 | $22.2M | 0.00% | +313,850+302.3% | Added |
| Northern Trust Corp | 445,824 | $23.7M | 0.00% | −27,374−5.8% | Reduced |
| Renaissance Technologies LLC | 498,800 | $26.5M | 0.03% | +59,300+13.5% | Added |
| Millennium Management LLC | 503,532 | $26.8M | 0.03% | +189,060+60.1% | Added |
| Boston Partners | 524,831 | $27.6M | 0.03% | −789−0.2% | Reduced |
| Geode Capital Management, LLC | 531,880 | $28.3M | 0.00% | +2,418+0.5% | Added |
| Epoch Investment Partners, Inc. | 593,268 | $31.6M | 0.15% | +593,268 | New |
| Goldman Sachs Group Inc | 706,965 | $37.6M | 0.01% | +539,539+322.3% | Added |
| Basswood Capital Management, L.L.C. | 751,913 | $40.0M | 1.91% | −413,542−35.5% | Reduced |
| Dimensional Fund Advisors LP | 783,884 | $41.7M | 0.01% | +379,161+93.7% | Added |
| State Street Corp | 1,294,426 | $68.9M | 0.00% | −7,343−0.6% | Reduced |
| K2 Principal Fund, L.P. | 1,594,651 | $84.8M | 14.75% | +529,079+49.7% | Added |
| Senvest Management, LLC | 2,053,032 | $109.2M | 3.13% | −82,000−3.8% | Reduced |
| BlackRock Inc. | 2,111,239 | $112.3M | 0.00% | −103,587−4.7% | Reduced |
| Vanguard Group Inc | 2,718,265 | $144.6M | 0.00% | −383,778−12.4% | Reduced |
| Price T Rowe Associates Inc | 4,518,483 | $240.4M | 0.02% | +601,582+15.4% | Added |
| MFN Partners Management, LP | 4,531,792 | $241.1M | 8.35% | +556,274+14.0% | Added |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −1,143,540−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −156,583−100.0% | Sold out |
| CTF Capital Management, LP | 0 | $0 | 0.00% | −130,476−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −67,630−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −66,631−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −51,700−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −43,800−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −37,400−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −29,326−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −26,533−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −14,974−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −11,029−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,384−100.0% | Sold out |