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, Q3 2022
Institutional positions in PennyMac Financial Services, Inc. as of Sep 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
- 169
- −5 vs. Q2 2022
- Shares held
- 29.4M
- −457.8K (−1.5%) vs. Q2 2022
- Total value
- $1.27B
- −$42.9M (−3.3%) vs. Q2 2022
- New holders
- 22
- 49 more added
- Sold out
- 27
- 79 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 4,735,814 | $203.2M | 0.16% | +4,735,814 | New |
| MFN Partners Management, LP | 4,531,792 | $194.4M | 8.81% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,662,465 | $114.2M | 0.00% | −57,303−2.1% | Reduced |
| Senvest Management, LLC | 2,228,286 | $95.6M | 3.99% | +124,554+5.9% | Added |
| BlackRock Inc. | 2,063,795 | $88.5M | 0.00% | −118,514−5.4% | Reduced |
| Dimensional Fund Advisors LP | 1,863,405 | $79.9M | 0.03% | +360,101+24.0% | Added |
| State Street Corp | 1,055,159 | $45.3M | 0.00% | −204,187−16.2% | Reduced |
| Goldman Sachs Group Inc | 573,186 | $24.6M | 0.01% | +269,317+88.6% | Added |
| Epoch Investment Partners, Inc. | 552,720 | $23.7M | 0.15% | −7,821−1.4% | Reduced |
| Geode Capital Management, LLC | 515,649 | $22.1M | 0.00% | −3,346−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 514,353 | $22.1M | 0.03% | +54,669+11.9% | Added |
| Alliancebernstein L.P. | 442,002 | $19.0M | 0.01% | +13,000+3.0% | Added |
| NFJ Investment Group, LLC | 260,261 | $18.7M | 0.49% | +216,675+497.1% | Added |
| Northern Trust Corp | 422,946 | $18.1M | 0.00% | −10,524−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 362,222 | $15.5M | 0.01% | +38,000+11.7% | Added |
| Boston Partners | 331,575 | $14.7M | 0.02% | −163,604−33.0% | Reduced |
| Basswood Capital Management, L.L.C. | 324,581 | $13.9M | 1.02% | −175,957−35.2% | Reduced |
| Norges Bank | 318,529 | $13.7M | 0.00% | −39,588−11.1% | Reduced |
| BlueCrest Capital Management Ltd | 266,946 | $11.5M | 1.11% | −60,507−18.5% | Reduced |
| Steadfast Capital Management LP | 265,586 | $11.4M | 0.31% | −174,857−39.7% | Reduced |
| Group One Trading, L.P. | 250,995 | $10.8M | 0.35% | +152,252+154.2% | Added |
| Bank of New York Mellon Corp | 247,412 | $10.6M | 0.00% | +9,398+3.9% | Added |
| Morgan Stanley | 215,619 | $9.25M | 0.00% | +46,984+27.9% | Added |
| Credit Suisse AG | 206,199 | $8.85M | 0.01% | +164,981+400.3% | Added |
| American Century Companies Inc | 198,769 | $8.53M | 0.01% | +8,190+4.3% | Added |
| Price T Rowe Associates Inc | 175,842 | $7.54M | 0.00% | −4,764,733−96.4% | Reduced |
| JPMorgan Chase & Co | 173,279 | $7.43M | 0.00% | −31,765−15.5% | Reduced |
| K2 Principal Fund, L.P. | 166,645 | $7.15M | 1.72% | −141,836−46.0% | Reduced |
| Man Group plc | 150,369 | $6.45M | 0.03% | – | – |
| Nuveen Asset Management, LLC | 148,162 | $6.36M | 0.00% | −8,418−5.4% | Reduced |
| Invesco Ltd. | 120,579 | $5.17M | 0.00% | −1,431−1.2% | Reduced |
| Advantage Alpha Capital Partners LP | 117,910 | $5.06M | 0.93% | +29,041+32.7% | Added |
| Millennium Management LLC | 116,168 | $4.98M | 0.01% | −315,872−73.1% | Reduced |
| Gator Capital Management, LLC | 110,825 | $4.75M | 3.97% | +600+0.5% | Added |
| Swiss National Bank | 109,700 | $4.71M | 0.00% | −1,300−1.2% | Reduced |
| Twinbeech Capital LP | 97,959 | $4.20M | 0.11% | +68,925+237.4% | Added |
| Prudential Financial Inc | 90,604 | $4.13M | 0.01% | +3,320+3.8% | Added |
| Brookfield Asset Management Inc. | 89,975 | $3.86M | 0.01% | +89,975 | New |
| First Trust Advisors LP | 89,249 | $3.83M | 0.00% | −2,919−3.2% | Reduced |
| Bank of America Corp | 82,607 | $3.54M | 0.00% | +7,411+9.9% | Added |
| TD Asset Management Inc | 79,144 | $3.51M | 0.00% | −5,280−6.3% | Reduced |
| Susquehanna International Group, LLP | 81,005 | $3.48M | 0.01% | −1,068−1.3% | Reduced |
| UBS Oconnor LLC | 79,118 | $3.39M | 0.04% | −11,749−12.9% | Reduced |
| Amundi | 65,295 | $3.08M | 0.00% | −4,131−6.0% | Reduced |
| Brandywine Global Investment Management, LLC | 68,667 | $2.95M | 0.03% | −2,459−3.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 68,405 | $2.94M | 0.05% | +68,405 | New |
| Prescott Group Capital Management, L.L.C. | 66,000 | $2.83M | 0.87% | −1,119−1.7% | Reduced |
| UBS Asset Management Americas Inc | 58,747 | $2.52M | 0.00% | −8,264−12.3% | Reduced |
| Saba Capital Management, L.P. | 54,393 | $2.33M | 0.03% | +21,118+63.5% | Added |
| LSV Asset Management | 53,212 | $2.28M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 50,901 | $2.18M | 0.00% | −1,995−3.8% | Reduced |
| Jane Street Group, LLC | 48,957 | $2.10M | 0.00% | +23,818+94.7% | Added |
| Gratia Capital, LLC | 48,458 | $2.08M | 5.50% | −32,170−39.9% | Reduced |
| Denali Advisors LLC | 46,100 | $1.98M | 0.94% | −85,520−65.0% | Reduced |
| Qube Research & Technologies Ltd | 45,937 | $1.97M | 0.01% | +45,937 | New |
| Caption Management, LLC | 45,499 | $1.95M | 0.34% | +3,861+9.3% | Added |
| Rhumbline Advisers | 45,068 | $1.93M | 0.00% | +1,428+3.3% | Added |
| State of New Jersey Common Pension Fund D | 43,644 | $1.87M | 0.01% | −4,031−8.5% | Reduced |
| AQR Capital Management LLC | 41,654 | $1.79M | 0.00% | −1,439−3.3% | Reduced |
| New York State Common Retirement Fund | 39,973 | $1.72M | 0.00% | −7,435−15.7% | Reduced |
| UBS Group AG | 39,676 | $1.70M | 0.00% | +14,287+56.3% | Added |
| Holocene Advisors, LP | 38,290 | $1.64M | 0.01% | −80,140−67.7% | Reduced |
| E. Ohman J:or Asset Management AB | 37,180 | $1.60M | 0.07% | −7,554−16.9% | Reduced |
| AlphaCrest Capital Management LLC | 37,036 | $1.59M | 0.10% | −23,155−38.5% | Reduced |
| Janus Henderson Group PLC | 36,846 | $1.58M | 0.00% | +18,331+99.0% | Added |
| Putnam Investments LLC | 34,929 | $1.50M | 0.00% | −2,130−5.7% | Reduced |
| AlphaCentric Advisors LLC | 31,123 | $1.33M | 1.37% | +31,123 | New |
| Mitsubishi UFJ Trust & Banking Corp | 30,022 | $1.29M | 0.00% | +30,022 | New |
| Legal & General Group Plc | 29,857 | $1.28M | 0.00% | −669−2.2% | Reduced |
| Allianz Asset Management GmbH | 29,384 | $1.26M | 0.00% | −457−1.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 27,369 | $1.17M | 0.01% | −221,750−89.0% | Reduced |
| Trexquant Investment LP | 25,710 | $1.10M | 0.04% | +25,710 | New |
| Winton Group Ltd | 24,380 | $1.05M | 0.07% | −6,195−20.3% | Reduced |
| Graham Capital Management, L.P. | 23,385 | $1.00M | 0.04% | +23,385 | New |
| ExodusPoint Capital Management, LP | 22,518 | $966.0K | 0.01% | −10,872−32.6% | Reduced |
| State of Wisconsin Investment Board | 22,209 | $953.0K | 0.00% | −5,228−19.1% | Reduced |
| BNP Paribas Arbitrage, SA | 20,535 | $881.0K | 0.00% | +9,737+90.2% | Added |
| Engineers Gate Manager LP | 19,281 | $827.0K | 0.05% | +8,012+71.1% | Added |
| Victory Capital Management Inc | 17,763 | $762.0K | 0.00% | +2,214+14.2% | Added |
| Dark Forest Capital Management LP | 17,483 | $750.0K | 0.13% | +2,238+14.7% | Added |
| Russell Investments Group, Ltd. | 16,053 | $705.0K | 0.00% | −21,636−57.4% | Reduced |
| Wells Fargo & Company | 15,937 | $684.0K | 0.00% | −323−2.0% | Reduced |
| MetLife Investment Management | 15,272 | $655.2K | 0.01% | −662−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 15,271 | $655.0K | 0.00% | −1,855−10.8% | Reduced |
| Wolverine Trading, LLC | 13,631 | $605.0K | 0.02% | +5,032+58.5% | Added |
| Robeco Institutional Asset Management B.V. | 13,814 | $593.0K | 0.00% | −7,607−35.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 13,783 | $591.0K | 0.24% | −70−0.5% | Reduced |
| American International Group, Inc. | 13,318 | $571.0K | 0.00% | −539−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $546.0K | 0.00% | +12,726 | New |
| Arizona State Retirement System | 12,576 | $540.0K | 0.01% | −191−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 12,067 | $517.7K | 0.00% | −177−1.4% | Reduced |
| FMR LLC | 11,836 | $508.0K | 0.00% | −97−0.8% | Reduced |
| Deutsche Bank AG | 11,751 | $504.0K | 0.00% | −4,559−28.0% | Reduced |
| Tower Research Capital LLC (TRC) | 11,489 | $493.0K | 0.01% | +9,736+555.4% | Added |
| Voya Investment Management LLC | 11,413 | $489.6K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 11,389 | $489.0K | 0.03% | −3,879−25.4% | Reduced |
| Acadian Asset Management LLC | 11,343 | $486.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 10,584 | $454.0K | 0.09% | +10,584 | New |
| Y-Intercept (Hong Kong) Ltd | 9,762 | $418.8K | 0.04% | +9,762 | New |
| Envestnet Asset Management Inc | 9,515 | $408.0K | 0.00% | +575+6.4% | Added |