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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 10,798 | $472.0K | 0.00% | +4,152+62.5% | Added |
| Almitas Capital LLC | 10,634 | $465.0K | 0.24% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,439 | $456.0K | 0.01% | +6,660+176.2% | Added |
| Envestnet Asset Management Inc | 8,940 | $391.0K | 0.00% | −1,015−10.2% | Reduced |
| State Board of Administration of Florida Retirement System | 8,863 | $387.0K | 0.00% | −530−5.6% | Reduced |
| New York Life Investment Management LLC | 8,766 | $383.0K | 0.00% | +8,766 | New |
| Vise Technologies, Inc. | 8,715 | $381.0K | 0.15% | +3,520+67.8% | Added |
| Wolverine Trading, LLC | 8,599 | $376.0K | 0.01% | −9,647−52.9% | Reduced |
| Royal Bank of Canada | 8,563 | $374.0K | 0.00% | −7,274−45.9% | Reduced |
| Citigroup Inc | 7,727 | $337.0K | 0.00% | −14,113−64.6% | Reduced |
| Teacher Retirement System of Texas | 7,333 | $321.0K | 0.00% | −2,468−25.2% | Reduced |
| Tudor Investment Corp Et Al | 7,231 | $316.0K | 0.01% | +7,231 | New |
| Neo Ivy Capital Management | 7,005 | $306.0K | 0.82% | +7,005 | New |
| Public Employees Retirement Association of Colorado | 6,421 | $281.0K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 6,379 | $278.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,126 | $268.0K | 0.00% | +1,169+23.6% | Added |
| Handelsbanken Fonder AB | 5,800 | $254.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,550 | $243.0K | 0.03% | −1,210−17.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,635 | $240.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,030 | $220.0K | 0.00% | −1,767−26.0% | Reduced |
| State of Wyoming | 4,952 | $217.0K | 0.13% | +1,413+39.9% | Added |
| Advisors Asset Management, Inc. | 4,369 | $191.0K | 0.00% | +4,369 | New |
| Amalgamated Bank | 3,821 | $167.0K | 0.00% | +51+1.4% | Added |
| Cutler Group LP | 3,517 | $153.0K | 0.02% | +3,517 | New |
| American Portfolios Advisors | 3,004 | $131.3K | 0.01% | −47−1.5% | Reduced |
| Canada Pension Plan Investment Board | 2,932 | $128.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,890 | $126.0K | 0.00% | +1,247+75.9% | Added |
| Barclays PLC | 2,865 | $125.0K | 0.00% | +2,788+3,620.8% | Added |
| Macquarie Group Ltd | 2,419 | $106.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,335 | $102.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,283 | $100.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,955 | $85.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,783 | $79.0K | 0.00% | −1,424−44.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,753 | $77.0K | 0.00% | +1,417+421.7% | Added |
| Ensign Peak Advisors, Inc | 1,720 | $75.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,526 | $66.0K | 0.00% | −9,139−85.7% | Reduced |
| Wolverine Asset Management LLC | 1,183 | $51.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $39.0K | 0.01% | +900 | New |
| WFA Asset Management Corp | 772 | $33.8K | 0.02% | +3+0.4% | Added |
| US Bancorp | 680 | $30.0K | 0.00% | +37+5.8% | Added |
| Nomura Holdings Inc | 636 | $29.0K | 0.00% | +636 | New |
| Nisa Investment Advisors, LLC | 575 | $25.0K | 0.00% | +575 | New |
| Parkside Financial Bank & Trust | 419 | $18.0K | 0.01% | −1−0.2% | Reduced |
| Norway Savings Bank | 325 | $14.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 315 | $14.0K | 0.00% | +315 | New |
| Nomura Asset Management Co Ltd | 320 | $14.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 245 | $11.0K | 0.00% | −5,814−96.0% | Reduced |
| IFP Advisors, Inc | 90 | $10.0K | 0.00% | −3,029−97.1% | Reduced |
| Chilton Capital Management LLC | 168 | $7.00K | 0.00% | +168 | New |
| CWM, LLC | 143 | $6.00K | 0.00% | +140+4,666.7% | Added |
| HighMark Wealth Management LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |