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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 10,665 | $567.0K | 0.00% | −2,945−21.6% | Reduced |
| Almitas Capital LLC | 10,634 | $566.0K | 0.34% | +10,634 | New |
| Lazard Asset Management LLC | 10,397 | $553.0K | 0.00% | −273,537−96.3% | Reduced |
| Envestnet Asset Management Inc | 9,955 | $530.0K | 0.00% | −6,661−40.1% | Reduced |
| Teacher Retirement System of Texas | 9,801 | $521.0K | 0.00% | +272+2.9% | Added |
| Acadian Asset Management LLC | 9,765 | $519.0K | 0.00% | +9,765 | New |
| State Board of Administration of Florida Retirement System | 9,393 | $500.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 9,220 | $491.0K | 0.00% | −1,100−10.7% | Reduced |
| State of Wisconsin Investment Board | 9,200 | $489.0K | 0.00% | +9,200 | New |
| D. E. Shaw & Co., Inc. | 8,893 | $473.0K | 0.00% | −111,568−92.6% | Reduced |
| DuPont Capital Management Corp | 7,768 | $413.0K | 0.02% | −22,187−74.1% | Reduced |
| AlphaCrest Capital Management LLC | 7,698 | $410.0K | 0.02% | −43,489−85.0% | Reduced |
| IndexIQ Advisors LLC | 7,457 | $397.0K | 0.01% | +1,142+18.1% | Added |
| Truist Financial Corp | 7,074 | $377.0K | 0.00% | −62−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,797 | $362.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,760 | $360.0K | 0.04% | −100−1.5% | Reduced |
| Dark Forest Capital Management LP | 6,646 | $354.0K | 0.08% | +6,414+2,764.7% | Added |
| BNP Paribas Arbitrage, SA | 6,646 | $353.6K | 0.00% | −41,065−86.1% | Reduced |
| Public Employees Retirement Association of Colorado | 6,421 | $342.0K | 0.00% | −2,144−25.0% | Reduced |
| One Capital Management, LLC | 6,379 | $339.0K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 6,106 | $325.0K | 0.02% | +2,275+59.4% | Added |
| Federated Hermes, Inc. | 6,059 | $323.0K | 0.00% | +1,118+22.6% | Added |
| 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 |
| DekaBank Deutsche Girozentrale | 5,635 | $306.0K | 0.00% | −22,771−80.2% | Reduced |
| ProShare Advisors LLC | 5,643 | $300.0K | 0.00% | −1,183−17.3% | Reduced |
| Paloma Partners Management Co | 5,557 | $296.0K | 0.02% | −7,275−56.7% | Reduced |
| Quantamental Technologies LLC | 5,430 | $289.0K | 0.17% | −4,003−42.4% | Reduced |
| Quantbot Technologies LP | 5,282 | $281.0K | 0.02% | +5,282 | New |
| Vise Technologies, Inc. | 5,195 | $276.0K | 0.10% | +5,195 | New |
| Janney Montgomery Scott LLC | 4,957 | $264.0K | 0.00% | +178+3.7% | Added |
| Advisor Group Holdings, Inc. | 3,207 | $256.0K | 0.00% | −482−13.1% | Reduced |
| HSBC Holdings PLC | 4,694 | $253.0K | 0.00% | −189−3.9% | Reduced |
| ClariVest Asset Management LLC | 4,656 | $248.0K | 0.01% | −34−0.7% | Reduced |
| Pearl River Capital, LLC | 4,355 | $232.0K | 0.06% | +4,355 | New |
| Ergoteles LLC | 4,001 | $213.0K | 0.01% | +4,001 | New |
| Neuberger Berman Group LLC | 3,914 | $208.0K | 0.00% | +472+13.7% | Added |
| 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 |
| 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 |
| Corient Capital Partners, LLC | 3,761 | $200.0K | 0.01% | +482+14.7% | Added |
| State of Wyoming | 3,539 | $188.0K | 0.09% | +430+13.8% | Added |
| American Portfolios Advisors | 3,051 | $162.3K | 0.01% | +10.0% | Added |
| Canada Pension Plan Investment Board | 2,932 | $156.0K | 0.00% | +486+19.9% | Added |
| 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 |
| Ameritas Investment Partners, Inc. | 2,335 | $124.0K | 0.00% | −183−7.3% | Reduced |
| Metropolitan Life Insurance Co | 1,955 | $104.0K | 0.00% | −5,966−75.3% | Reduced |
| Ensign Peak Advisors, Inc | 1,720 | $92.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,643 | $87.0K | 0.00% | −859−34.3% | Reduced |
| IFP Advisors, Inc | 3,119 | $75.0K | 0.00% | +279+9.8% | Added |
| Wolverine Asset Management LLC | 1,183 | $62.0K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 769 | $40.9K | 0.03% | +3+0.4% | Added |
| US Bancorp | 643 | $34.0K | 0.00% | −11−1.7% | Reduced |
| Parkside Financial Bank & Trust | 420 | $23.0K | 0.01% | −4−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 336 | $18.0K | 0.00% | −108−24.3% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $17.0K | 0.00% | +320 | New |
| Norway Savings Bank | 325 | $17.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Optimum Investment Advisors | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |