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
- 29.8M
- −1.90M (−6.0%) vs. Q1 2022
- Total value
- $1.31B
- −$375.8M (−22.3%) 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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 10 | $0 | 0.00% | −9−47.4% | Reduced |
| Disciplined Investments, LLC | 10 | $0 | 0.00% | +4+66.7% | Added |
| Covestor Ltd | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| Allworth Financial LP | 7 | $0 | 0.00% | +7 | New |
| Ellevest, Inc. | 3 | $0 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 11 | $0 | 0.00% | +11 | New |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Parallax Volatility Advisers, L.P. | 22 | $1.00K | 0.00% | −5,781−99.6% | Reduced |
| Private Capital Group, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $1.00K | 0.00% | +27+385.7% | Added |
| Schubert & Co | 31 | $1.00K | 0.00% | +26+520.0% | Added |
| Quadrant Capital Group LLC | 31 | $1.00K | 0.00% | +31 | New |
| ClariVest Asset Management LLC | 39 | $2.00K | 0.00% | −4,617−99.2% | Reduced |
| Signaturefd, LLC | 43 | $2.00K | 0.00% | −1−2.3% | Reduced |
| Lindbrook Capital, LLC | 54 | $2.00K | 0.00% | +24+80.0% | Added |
| Parallel Advisors, LLC | 44 | $2.00K | 0.00% | +17+63.0% | Added |
| Harbour Investments, Inc. | 35 | $2.00K | 0.00% | +35 | New |
| Patriot Financial Group Insurance Agency, LLC | 76 | $3.00K | 0.00% | −14−15.6% | Reduced |
| TCI Wealth Advisors, Inc. | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 62 | $3.00K | 0.00% | +62 | New |
| Webster Bank, N. A. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 90 | $4.00K | 0.00% | +20+28.6% | Added |
| Hexagon Capital Partners LLC | 81 | $4.00K | 0.00% | +71+710.0% | Added |
| HighMark Wealth Management LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 143 | $6.00K | 0.00% | +140+4,666.7% | Added |
| Chilton Capital Management LLC | 168 | $7.00K | 0.00% | +168 | New |
| IFP Advisors, Inc | 90 | $10.0K | 0.00% | −3,029−97.1% | Reduced |
| Federated Hermes, Inc. | 245 | $11.0K | 0.00% | −5,814−96.0% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $14.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 325 | $14.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 315 | $14.0K | 0.00% | +315 | New |
| Parkside Financial Bank & Trust | 419 | $18.0K | 0.01% | −1−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 575 | $25.0K | 0.00% | +575 | New |
| Nomura Holdings Inc | 636 | $29.0K | 0.00% | +636 | New |
| US Bancorp | 680 | $30.0K | 0.00% | +37+5.8% | Added |
| WFA Asset Management Corp | 772 | $33.8K | 0.02% | +3+0.4% | Added |
| Aquatic Capital Management LLC | 900 | $39.0K | 0.01% | +900 | New |
| Wolverine Asset Management LLC | 1,183 | $51.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,526 | $66.0K | 0.00% | −9,139−85.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,720 | $75.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,753 | $77.0K | 0.00% | +1,417+421.7% | Added |
| Advisor Group Holdings, Inc. | 1,783 | $79.0K | 0.00% | −1,424−44.4% | Reduced |
| Metropolitan Life Insurance Co | 1,955 | $85.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,283 | $100.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,335 | $102.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,419 | $106.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,865 | $125.0K | 0.00% | +2,788+3,620.8% | Added |
| Captrust Financial Advisors | 2,890 | $126.0K | 0.00% | +1,247+75.9% | Added |
| Canada Pension Plan Investment Board | 2,932 | $128.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,004 | $131.3K | 0.01% | −47−1.5% | Reduced |
| Cutler Group LP | 3,517 | $153.0K | 0.02% | +3,517 | New |
| Amalgamated Bank | 3,821 | $167.0K | 0.00% | +51+1.4% | Added |
| Advisors Asset Management, Inc. | 4,369 | $191.0K | 0.00% | +4,369 | New |
| State of Wyoming | 4,952 | $217.0K | 0.13% | +1,413+39.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,030 | $220.0K | 0.00% | −1,767−26.0% | Reduced |
| DekaBank Deutsche Girozentrale | 5,635 | $240.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,550 | $243.0K | 0.03% | −1,210−17.9% | Reduced |
| Handelsbanken Fonder AB | 5,800 | $254.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,126 | $268.0K | 0.00% | +1,169+23.6% | Added |
| One Capital Management, LLC | 6,379 | $278.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,421 | $281.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 7,005 | $306.0K | 0.82% | +7,005 | New |
| Tudor Investment Corp Et Al | 7,231 | $316.0K | 0.01% | +7,231 | New |
| Teacher Retirement System of Texas | 7,333 | $321.0K | 0.00% | −2,468−25.2% | Reduced |
| Citigroup Inc | 7,727 | $337.0K | 0.00% | −14,113−64.6% | Reduced |
| Royal Bank of Canada | 8,563 | $374.0K | 0.00% | −7,274−45.9% | Reduced |
| Wolverine Trading, LLC | 8,599 | $376.0K | 0.01% | −9,647−52.9% | Reduced |
| Vise Technologies, Inc. | 8,715 | $381.0K | 0.15% | +3,520+67.8% | Added |
| New York Life Investment Management LLC | 8,766 | $383.0K | 0.00% | +8,766 | New |
| State Board of Administration of Florida Retirement System | 8,863 | $387.0K | 0.00% | −530−5.6% | Reduced |
| Envestnet Asset Management Inc | 8,940 | $391.0K | 0.00% | −1,015−10.2% | Reduced |
| SG Americas Securities, LLC | 10,439 | $456.0K | 0.01% | +6,660+176.2% | Added |
| Almitas Capital LLC | 10,634 | $465.0K | 0.24% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,798 | $472.0K | 0.00% | +4,152+62.5% | Added |
| Engineers Gate Manager LP | 11,269 | $493.0K | 0.02% | +11,269 | New |
| Acadian Asset Management LLC | 11,343 | $496.0K | 0.00% | +1,578+16.2% | Added |
| Voya Investment Management LLC | 11,413 | $499.0K | 0.00% | −249−2.1% | Reduced |
| Foster & Motley Inc | 11,739 | $513.0K | 0.05% | −23,065−66.3% | Reduced |
| FMR LLC | 11,933 | $522.0K | 0.00% | −1,840−13.4% | Reduced |
| Manufacturers Life Insurance Company, The | 12,244 | $535.2K | 0.00% | −306−2.4% | Reduced |
| Guggenheim Capital LLC | 12,466 | $545.0K | 0.00% | +12,466 | New |
| Arizona State Retirement System | 12,767 | $558.0K | 0.01% | +20.0% | Added |
| Cubist Systematic Strategies, LLC | 13,472 | $589.0K | 0.00% | −33,308−71.2% | Reduced |
| 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 |
| Dark Forest Capital Management LP | 15,245 | $666.0K | 0.15% | +8,599+129.4% | Added |
| Versor Investments LP | 15,268 | $667.0K | 0.03% | +15,268 | New |
| Victory Capital Management Inc | 15,549 | $680.0K | 0.00% | +987+6.8% | Added |
| MetLife Investment Management | 15,934 | $696.5K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,111 | $709.0K | 0.00% | +11,417+243.2% | Added |
| Wells Fargo & Company | 16,260 | $710.0K | 0.00% | −26,282−61.8% | Reduced |
| Deutsche Bank AG | 16,310 | $713.0K | 0.00% | −2,683−14.1% | Reduced |
| Commonwealth Equity Services, LLC | 17,126 | $748.0K | 0.00% | −413−2.4% | Reduced |
| Janus Henderson Group PLC | 18,515 | $808.0K | 0.00% | +2,454+15.3% | Added |
| Caxton Associates LP | 18,657 | $815.0K | 0.10% | +18,657 | New |
| Raymond James Financial Services Advisors, Inc. | 18,892 | $826.0K | 0.00% | +18,892 | New |
| Prana Capital Management, LP | 19,293 | $843.0K | 0.06% | +19,293 | New |
| Robeco Institutional Asset Management B.V. | 21,421 | $936.0K | 0.00% | +307+1.5% | Added |
| Bank of Montreal | 22,799 | $1.02M | 0.00% | +22,799 | New |