Skip to main content

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.

Institutional holdersQ2 2022: 175 institutions
Q1 2021: 230 institutionsQ2 2021: 201 institutionsQ3 2021: 200 institutionsQ4 2021: 205 institutionsQ1 2022: 185 institutionsQ2 2022: 175 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 176 institutionsQ2 2023: 169 institutionsQ3 2023: 176 institutionsQ4 2023: 192 institutionsQ1 2024: 193 institutionsQ2 2024: 184 institutionsQ3 2024: 202 institutionsQ4 2024: 207 institutionsQ1 2025: 203 institutionsQ2 2025: 220 institutionsQ3 2025: 231 institutionsQ4 2025: 265 institutionsQ1 2026: 234 institutionsQ2 2026: 230 institutions
Value heldQ2 2022: $1.31B
Q1 2021: $2.27BQ2 2021: $2.03BQ3 2021: $2.01BQ4 2021: $2.12BQ1 2022: $1.69BQ2 2022: $1.31BQ3 2022: $1.27BQ4 2022: $1.62BQ1 2023: $1.74BQ2 2023: $2.07BQ3 2023: $1.91BQ4 2023: $2.58BQ1 2024: $2.63BQ2 2024: $2.76BQ3 2024: $3.49BQ4 2024: $3.11BQ1 2025: $3.16BQ2 2025: $3.07BQ3 2025: $3.96BQ4 2025: $4.12BQ1 2026: $2.94BQ2 2026: $2.93B
Institutions holding PFSI and their total value by quarter
QuarterHoldersValue
Q2 2026230$2.93B
Q1 2026234$2.94B
Q4 2025265$4.12B
Q3 2025231$3.96B
Q2 2025220$3.07B
Q1 2025203$3.16B
Q4 2024207$3.11B
Q3 2024202$3.49B
Q2 2024184$2.76B
Q1 2024193$2.63B
Q4 2023192$2.58B
Q3 2023176$1.91B
Q2 2023169$2.07B
Q1 2023176$1.74B
Q4 2022179$1.62B
Q3 2022169$1.27B
Q2 2022175$1.31B
Q1 2022185$1.69B
Q4 2021205$2.12B
Q3 2021200$2.01B
Q2 2021201$2.03B
Q1 2021230$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.

Institutions holding PFSI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Quantamental Technologies LLC0$00.00%−5,430−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,282−100.0%Sold out
Pearl River Capital, LLC0$00.00%−4,355−100.0%Sold out
Ergoteles LLC0$00.00%−4,001−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−3,914−100.0%Sold out
Nations Financial Group Inc,0$00.00%−3,857−100.0%Sold out
Aigen Investment Management, LP0$00.00%−3,860−100.0%Sold out
Corient Capital Partners, LLC0$00.00%−3,761−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−200−100.0%Sold out
Money Concepts Capital Corp0$00.00%−32−100.0%Sold out
Lee Financial Co0$00.00%−27−100.0%Sold out
Manchester Capital Management LLC0$00.00%−16−100.0%Sold out
Cordant, Inc.0$00.00%−14−100.0%Sold out
Toronto Dominion Bank0$00.00%−4−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
IndexIQ Advisors LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
SJS Investment Consulting Inc.––––Not filed