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, Q2 2022
Institutional positions in PennyMac Financial Services, Inc. as of Jun 30, 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
- 175
- −5 vs. Q1 2022
- Shares held
- 29.9M
- −1.83M (−5.8%) vs. Q1 2022
- Total value
- $1.31B
- −$372.9M (−22.1%) vs. Q1 2022
- New holders
- 34
- 54 more added
- Sold out
- 39
- 62 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 4,940,575 | $216.0M | 0.03% | +422,092+9.3% | Added |
| MFN Partners Management, LP | 4,531,792 | $198.1M | 8.96% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,719,768 | $118.9M | 0.00% | +1,503+0.1% | Added |
| BlackRock Inc. | 2,182,309 | $95.4M | 0.00% | +71,070+3.4% | Added |
| Senvest Management, LLC | 2,103,732 | $92.0M | 3.14% | +50,700+2.5% | Added |
| Dimensional Fund Advisors LP | 1,503,304 | $65.7M | 0.02% | +719,420+91.8% | Added |
| State Street Corp | 1,259,346 | $55.0M | 0.00% | −35,080−2.7% | Reduced |
| Epoch Investment Partners, Inc. | 560,541 | $24.5M | 0.14% | −32,727−5.5% | Reduced |
| Geode Capital Management, LLC | 518,995 | $22.7M | 0.00% | −12,885−2.4% | Reduced |
| Boston Partners | 495,179 | $22.3M | 0.03% | −29,652−5.6% | Reduced |
| Basswood Capital Management, L.L.C. | 500,538 | $21.9M | 1.38% | −251,375−33.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 459,684 | $20.1M | 0.03% | +459,684 | New |
| Steadfast Capital Management LP | 440,443 | $19.3M | 0.44% | +440,443 | New |
| Northern Trust Corp | 433,470 | $18.9M | 0.00% | −12,354−2.8% | Reduced |
| Millennium Management LLC | 432,040 | $18.9M | 0.02% | −71,492−14.2% | Reduced |
| Alliancebernstein L.P. | 429,002 | $18.8M | 0.01% | +13,971+3.4% | Added |
| Norges Bank | 358,117 | $15.7M | 0.00% | −47,398−11.7% | Reduced |
| BlueCrest Capital Management Ltd | 327,453 | $14.3M | 1.98% | +216,025+193.9% | Added |
| Charles Schwab Investment Management Inc | 324,222 | $14.2M | 0.00% | +24,015+8.0% | Added |
| K2 Principal Fund, L.P. | 308,481 | $13.5M | 2.30% | −1,286,170−80.7% | Reduced |
| Goldman Sachs Group Inc | 303,869 | $13.3M | 0.00% | −403,096−57.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 249,119 | $10.9M | 0.08% | −192−0.1% | Reduced |
| Bank of New York Mellon Corp | 238,014 | $10.4M | 0.00% | −14,460−5.7% | Reduced |
| JPMorgan Chase & Co | 205,044 | $8.96M | 0.00% | −121,221−37.2% | Reduced |
| American Century Companies Inc | 190,579 | $8.33M | 0.01% | +39,546+26.2% | Added |
| Morgan Stanley | 168,635 | $7.37M | 0.00% | −249,042−59.6% | Reduced |
| Nuveen Asset Management, LLC | 156,580 | $6.84M | 0.00% | −87,317−35.8% | Reduced |
| Man Group plc | – | $6.44M | 0.03% | – | – |
| Schroder Investment Management Group | 142,332 | $6.22M | 0.01% | +3,052+2.2% | Added |
| Denali Advisors LLC | 131,620 | $5.75M | 1.26% | +78,610+148.3% | Added |
| Invesco Ltd. | 122,010 | $5.33M | 0.00% | −25,626−17.4% | Reduced |
| Holocene Advisors, LP | 118,430 | $5.18M | 0.03% | +32,999+38.6% | Added |
| Swiss National Bank | 111,000 | $4.85M | 0.00% | −600−0.5% | Reduced |
| Gator Capital Management, LLC | 110,225 | $4.82M | 4.04% | +6,000+5.8% | Added |
| Bluefin Capital Management, LLC | 102,471 | $4.47M | 0.61% | +102,471 | New |
| Group One Trading, L.P. | 98,743 | $4.32M | 0.12% | −81,568−45.2% | Reduced |
| Prudential Financial Inc | 87,284 | $4.24M | 0.01% | +2,580+3.0% | Added |
| First Trust Advisors LP | 92,168 | $4.03M | 0.00% | −15,143−14.1% | Reduced |
| UBS Oconnor LLC | 90,867 | $3.97M | 0.04% | +90,867 | New |
| Advantage Alpha Capital Partners LP | 88,869 | $3.89M | 0.67% | −17,795−16.7% | Reduced |
| TD Asset Management Inc | 84,424 | $3.69M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 82,073 | $3.59M | 0.01% | +20,149+32.5% | Added |
| Gratia Capital, LLC | 80,628 | $3.52M | 6.79% | +80,628 | New |
| Amundi | 69,426 | $3.29M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 75,196 | $3.29M | 0.00% | +1,511+2.1% | Added |
| Brandywine Global Investment Management, LLC | 71,126 | $3.11M | 0.03% | +21,367+42.9% | Added |
| Prescott Group Capital Management, L.L.C. | 67,119 | $2.93M | 0.78% | +1,119+1.7% | Added |
| UBS Asset Management Americas Inc | 67,011 | $2.93M | 0.00% | +3,627+5.7% | Added |
| Renaissance Technologies LLC | 62,800 | $2.75M | 0.00% | −436,000−87.4% | Reduced |
| AlphaCrest Capital Management LLC | 60,191 | $2.63M | 0.13% | +52,493+681.9% | Added |
| LSV Asset Management | 53,212 | $2.33M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 52,896 | $2.31M | 0.00% | −130−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 47,675 | $2.08M | 0.01% | +3,811+8.7% | Added |
| New York State Common Retirement Fund | 47,408 | $2.07M | 0.00% | +6,425+15.7% | Added |
| E. Ohman J:or Asset Management AB | 44,734 | $1.96M | 0.08% | +1,602+3.7% | Added |
| Rhumbline Advisers | 43,640 | $1.91M | 0.00% | +2,957+7.3% | Added |
| NFJ Investment Group, LLC | 43,586 | $1.91M | 0.05% | −689−1.6% | Reduced |
| AQR Capital Management LLC | 43,093 | $1.88M | 0.00% | −7,497−14.8% | Reduced |
| HAP Trading, LLC | 42,274 | $1.85M | 0.23% | +42,274 | New |
| Caption Management, LLC | 41,638 | $1.82M | 0.16% | +41,638 | New |
| Public Employees Retirement System of Ohio | 41,352 | $1.81M | 0.01% | +341+0.8% | Added |
| Credit Suisse AG | 41,218 | $1.80M | 0.00% | −2,179−5.0% | Reduced |
| Russell Investments Group, Ltd. | 37,689 | $1.64M | 0.00% | −13,598−26.5% | Reduced |
| Putnam Investments LLC | 37,059 | $1.62M | 0.00% | −457−1.2% | Reduced |
| ExodusPoint Capital Management, LP | 33,390 | $1.46M | 0.02% | −36,848−52.5% | Reduced |
| Saba Capital Management, L.P. | 33,275 | $1.45M | 0.02% | −31,205−48.4% | Reduced |
| SG3 Management, LLC | 32,000 | $1.40M | 2.61% | +32,000 | New |
| Winton Group Ltd | 30,575 | $1.34M | 0.07% | +2,540+9.1% | Added |
| Legal & General Group Plc | 30,526 | $1.33M | 0.00% | −493−1.6% | Reduced |
| Allianz Asset Management GmbH | 29,841 | $1.30M | 0.00% | −164,603−84.7% | Reduced |
| Twinbeech Capital LP | 29,034 | $1.27M | 0.06% | +29,034 | New |
| State of Wisconsin Investment Board | 27,437 | $1.20M | 0.00% | +18,237+198.2% | Added |
| UBS Group AG | 25,389 | $1.11M | 0.00% | +12,056+90.4% | Added |
| Jane Street Group, LLC | 25,139 | $1.10M | 0.00% | −47,976−65.6% | Reduced |
| PEAK6 Investments LLC | 24,366 | $1.06M | 0.02% | +24,366 | New |
| Bank of Montreal | 22,799 | $1.02M | 0.00% | +22,799 | New |
| Robeco Institutional Asset Management B.V. | 21,421 | $936.0K | 0.00% | +307+1.5% | Added |
| Prana Capital Management, LP | 19,293 | $843.0K | 0.06% | +19,293 | New |
| Raymond James Financial Services Advisors, Inc. | 18,892 | $826.0K | 0.00% | +18,892 | New |
| Caxton Associates LP | 18,657 | $815.0K | 0.10% | +18,657 | New |
| Janus Henderson Group PLC | 18,515 | $808.0K | 0.00% | +2,454+15.3% | Added |
| Commonwealth Equity Services, LLC | 17,126 | $748.0K | 0.00% | −413−2.4% | Reduced |
| Deutsche Bank AG | 16,310 | $713.0K | 0.00% | −2,683−14.1% | Reduced |
| Wells Fargo & Company | 16,260 | $710.0K | 0.00% | −26,282−61.8% | Reduced |
| HSBC Holdings PLC | 16,111 | $709.0K | 0.00% | +11,417+243.2% | Added |
| MetLife Investment Management | 15,934 | $696.5K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,549 | $680.0K | 0.00% | +987+6.8% | Added |
| Versor Investments LP | 15,268 | $667.0K | 0.03% | +15,268 | New |
| Dark Forest Capital Management LP | 15,245 | $666.0K | 0.15% | +8,599+129.4% | Added |
| American International Group, Inc. | 13,857 | $606.0K | 0.00% | −1,088−7.3% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 13,853 | $606.0K | 0.23% | −193−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 13,472 | $589.0K | 0.00% | −33,308−71.2% | Reduced |
| Arizona State Retirement System | 12,767 | $558.0K | 0.01% | +20.0% | Added |
| Guggenheim Capital LLC | 12,466 | $545.0K | 0.00% | +12,466 | New |
| Manufacturers Life Insurance Company, The | 12,244 | $535.2K | 0.00% | −306−2.4% | Reduced |
| FMR LLC | 11,933 | $522.0K | 0.00% | −1,840−13.4% | Reduced |
| Foster & Motley Inc | 11,739 | $513.0K | 0.05% | −23,065−66.3% | Reduced |
| Voya Investment Management LLC | 11,413 | $499.0K | 0.00% | −249−2.1% | Reduced |
| Acadian Asset Management LLC | 11,343 | $496.0K | 0.00% | +1,578+16.2% | Added |
| Engineers Gate Manager LP | 11,269 | $493.0K | 0.02% | +11,269 | New |