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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 24,366 | $1.06M | 0.02% | +24,366 | New |
| Jane Street Group, LLC | 25,139 | $1.10M | 0.00% | −47,976−65.6% | Reduced |
| UBS Group AG | 25,389 | $1.11M | 0.00% | +12,056+90.4% | Added |
| State of Wisconsin Investment Board | 27,437 | $1.20M | 0.00% | +18,237+198.2% | Added |
| Twinbeech Capital LP | 29,034 | $1.27M | 0.06% | +29,034 | New |
| Allianz Asset Management GmbH | 29,841 | $1.30M | 0.00% | −164,603−84.7% | Reduced |
| Legal & General Group Plc | 30,526 | $1.33M | 0.00% | −493−1.6% | Reduced |
| Winton Group Ltd | 30,575 | $1.34M | 0.07% | +2,540+9.1% | Added |
| SG3 Management, LLC | 32,000 | $1.40M | 2.63% | +32,000 | New |
| Saba Capital Management, L.P. | 33,275 | $1.45M | 0.02% | −31,205−48.4% | Reduced |
| ExodusPoint Capital Management, LP | 33,390 | $1.46M | 0.02% | −36,848−52.5% | Reduced |
| Putnam Investments LLC | 37,059 | $1.62M | 0.00% | −457−1.2% | Reduced |
| Russell Investments Group, Ltd. | 37,689 | $1.64M | 0.00% | −13,598−26.5% | Reduced |
| Credit Suisse AG | 41,218 | $1.80M | 0.00% | −2,179−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 41,352 | $1.81M | 0.01% | +341+0.8% | Added |
| Caption Management, LLC | 41,638 | $1.82M | 0.16% | +41,638 | New |
| HAP Trading, LLC | 42,274 | $1.85M | 0.23% | +42,274 | New |
| AQR Capital Management LLC | 43,093 | $1.88M | 0.00% | −7,497−14.8% | Reduced |
| NFJ Investment Group, LLC | 43,586 | $1.91M | 0.05% | −689−1.6% | Reduced |
| Rhumbline Advisers | 43,640 | $1.91M | 0.00% | +2,957+7.3% | Added |
| E. Ohman J:or Asset Management AB | 44,734 | $1.96M | 0.08% | +1,602+3.7% | Added |
| New York State Common Retirement Fund | 47,408 | $2.07M | 0.00% | +6,425+15.7% | Added |
| State of New Jersey Common Pension Fund D | 47,675 | $2.08M | 0.01% | +3,811+8.7% | Added |
| California State Teachers Retirement System | 52,896 | $2.31M | 0.00% | −130−0.2% | Reduced |
| LSV Asset Management | 53,212 | $2.33M | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 60,191 | $2.63M | 0.13% | +52,493+681.9% | Added |
| Renaissance Technologies LLC | 62,800 | $2.75M | 0.00% | −436,000−87.4% | Reduced |
| Denali Advisors LLC | 65,810 | $2.88M | 1.25% | +12,800+24.1% | Added |
| UBS Asset Management Americas Inc | 67,011 | $2.93M | 0.00% | +3,627+5.7% | Added |
| Prescott Group Capital Management, L.L.C. | 67,119 | $2.93M | 0.78% | +1,119+1.7% | Added |
| Brandywine Global Investment Management, LLC | 71,126 | $3.11M | 0.03% | +21,367+42.9% | Added |
| Bank of America Corp | 75,196 | $3.29M | 0.00% | +1,511+2.1% | Added |
| Amundi | 69,426 | $3.29M | 0.00% | 00.0% | Unchanged |
| Gratia Capital, LLC | 80,628 | $3.52M | 6.79% | +80,628 | New |
| Susquehanna International Group, LLP | 82,073 | $3.59M | 0.01% | +20,149+32.5% | Added |
| TD Asset Management Inc | 84,424 | $3.69M | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 88,869 | $3.89M | 0.67% | −17,795−16.7% | Reduced |
| UBS Oconnor LLC | 90,867 | $3.97M | 0.04% | +90,867 | New |
| First Trust Advisors LP | 92,168 | $4.03M | 0.00% | −15,143−14.1% | Reduced |
| Prudential Financial Inc | 87,284 | $4.24M | 0.01% | +2,580+3.0% | Added |
| Group One Trading, L.P. | 98,743 | $4.32M | 0.12% | −81,568−45.2% | Reduced |
| Bluefin Capital Management, LLC | 102,471 | $4.47M | 0.61% | +102,471 | New |
| Gator Capital Management, LLC | 110,225 | $4.82M | 4.04% | +6,000+5.8% | Added |
| Swiss National Bank | 111,000 | $4.85M | 0.00% | −600−0.5% | Reduced |
| Holocene Advisors, LP | 118,430 | $5.18M | 0.03% | +32,999+38.6% | Added |
| Invesco Ltd. | 122,010 | $5.33M | 0.00% | −25,626−17.4% | Reduced |
| Schroder Investment Management Group | 142,332 | $6.22M | 0.01% | +3,052+2.2% | Added |
| Man Group plc | – | $6.44M | 0.03% | – | – |
| Nuveen Asset Management, LLC | 156,580 | $6.84M | 0.00% | −87,317−35.8% | Reduced |
| Morgan Stanley | 168,635 | $7.37M | 0.00% | −249,042−59.6% | Reduced |
| American Century Companies Inc | 190,579 | $8.33M | 0.01% | +39,546+26.2% | Added |
| JPMorgan Chase & Co | 205,044 | $8.96M | 0.00% | −121,221−37.2% | Reduced |
| Bank of New York Mellon Corp | 238,014 | $10.4M | 0.00% | −14,460−5.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 249,119 | $10.9M | 0.08% | −192−0.1% | Reduced |
| Goldman Sachs Group Inc | 303,869 | $13.3M | 0.00% | −403,096−57.0% | Reduced |
| K2 Principal Fund, L.P. | 308,481 | $13.5M | 2.30% | −1,286,170−80.7% | Reduced |
| Charles Schwab Investment Management Inc | 324,222 | $14.2M | 0.00% | +24,015+8.0% | Added |
| BlueCrest Capital Management Ltd | 327,453 | $14.3M | 1.98% | +216,025+193.9% | Added |
| Norges Bank | 358,117 | $15.7M | 0.00% | −47,398−11.7% | Reduced |
| Alliancebernstein L.P. | 429,002 | $18.8M | 0.01% | +13,971+3.4% | Added |
| Millennium Management LLC | 432,040 | $18.9M | 0.02% | −71,492−14.2% | Reduced |
| Northern Trust Corp | 433,470 | $18.9M | 0.00% | −12,354−2.8% | Reduced |
| Steadfast Capital Management LP | 440,443 | $19.3M | 0.44% | +440,443 | New |
| Arrowstreet Capital, Limited Partnership | 459,684 | $20.1M | 0.03% | +459,684 | New |
| Basswood Capital Management, L.L.C. | 500,538 | $21.9M | 1.38% | −251,375−33.4% | Reduced |
| Boston Partners | 495,179 | $22.3M | 0.03% | −29,652−5.6% | Reduced |
| Geode Capital Management, LLC | 518,995 | $22.7M | 0.00% | −12,885−2.4% | Reduced |
| Epoch Investment Partners, Inc. | 560,541 | $24.5M | 0.14% | −32,727−5.5% | Reduced |
| State Street Corp | 1,259,346 | $55.0M | 0.00% | −35,080−2.7% | Reduced |
| Dimensional Fund Advisors LP | 1,503,304 | $65.7M | 0.02% | +719,420+91.8% | Added |
| Senvest Management, LLC | 2,103,732 | $92.0M | 3.14% | +50,700+2.5% | Added |
| BlackRock Inc. | 2,182,309 | $95.4M | 0.00% | +71,070+3.4% | Added |
| Vanguard Group Inc | 2,719,768 | $118.9M | 0.00% | +1,503+0.1% | Added |
| MFN Partners Management, LP | 4,531,792 | $198.1M | 8.96% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,940,575 | $216.0M | 0.03% | +422,092+9.3% | Added |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −385,398−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −255,100−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −187,496−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −97,409−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −53,622−100.0% | Sold out |
| Cooperman Leon G | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −48,633−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −44,090−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −35,418−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −32,084−100.0% | Sold out |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −31,490−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −31,031−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −18,642−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −16,066−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,004−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,510−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,704−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −9,220−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,893−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −7,768−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,074−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,106−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,643−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,557−100.0% | Sold out |