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
- −409.8K (−1.4%) vs. Q2 2022
- Total value
- $1.27B
- −$40.8M (−3.1%) vs. Q2 2022
- New holders
- 22
- 48 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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 11 | $0 | 0.00% | −43−79.6% | Reduced |
| Disciplined Investments, LLC | 9 | $0 | 0.00% | −1−10.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $0 | 0.00% | +12 | New |
| Parallel Advisors, LLC | 29 | $1.00K | 0.00% | −15−34.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 23 | $1.00K | 0.00% | +1+4.5% | Added |
| JFS Wealth Advisors, LLC | 23 | $1.00K | 0.00% | −11−32.4% | Reduced |
| Bell Investment Advisors, Inc | 22 | $1.00K | 0.00% | +11+100.0% | Added |
| Optimum Investment Advisors | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $2.00K | 0.00% | +12+38.7% | Added |
| Meeder Asset Management Inc | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 77 | $3.00K | 0.00% | +2+2.7% | Added |
| Signaturefd, LLC | 65 | $3.00K | 0.00% | +22+51.2% | Added |
| HighMark Wealth Management LLC | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 179 | $8.00K | 0.00% | +98+121.0% | Added |
| Quadrant Capital Group LLC | 189 | $8.00K | 0.00% | +158+509.7% | Added |
| IFP Advisors, Inc | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 251 | $11.0K | 0.00% | +244+3,485.7% | Added |
| Nomura Asset Management Co Ltd | 320 | $13.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $14.0K | 0.00% | −104−24.8% | Reduced |
| Norway Savings Bank | 325 | $14.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 380 | $16.0K | 0.00% | +135+55.1% | Added |
| Nomura Holdings Inc | 636 | $27.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 708 | $30.0K | 0.00% | +28+4.1% | Added |
| Barclays PLC | 736 | $31.0K | 0.00% | −2,129−74.3% | Reduced |
| Nisa Investment Advisors, LLC | 717 | $31.0K | 0.00% | +142+24.7% | Added |
| Wipfli Financial Advisors LLC, | 1,035 | $44.0K | 0.00% | +1,035 | New |
| Advisor Group Holdings, Inc. | 1,621 | $70.0K | 0.00% | −162−9.1% | Reduced |
| Covestor Ltd | 1,647 | $71.0K | 0.06% | +1,640+23,428.6% | Added |
| Metropolitan Life Insurance Co | 1,694 | $72.7K | 0.00% | −261−13.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,776 | $76.0K | 0.00% | +250+16.4% | Added |
| Cutler Group LP | 2,323 | $99.0K | 0.01% | −1,194−33.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,335 | $100.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,519 | $104.0K | 0.00% | −900−37.2% | Reduced |
| American Portfolios Advisors | 2,703 | $116.0K | 0.00% | −301−10.0% | Reduced |
| Canada Pension Plan Investment Board | 2,932 | $126.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,728 | $160.0K | 0.00% | −93−2.4% | Reduced |
| Advisors Asset Management, Inc. | 4,278 | $184.0K | 0.00% | −91−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 4,700 | $202.0K | 0.00% | +2,980+173.3% | Added |
| State of Wyoming | 5,043 | $217.0K | 0.11% | +91+1.8% | Added |
| Bayesian Capital Management, LP | 5,300 | $227.0K | 0.05% | +5,300 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,595 | $240.0K | 0.01% | +5,595 | New |
| Virginia Retirement Systems Et Al | 5,700 | $244.5K | 0.00% | +5,700 | New |
| One Capital Management, LLC | 5,711 | $245.0K | 0.01% | −668−10.5% | Reduced |
| Handelsbanken Fonder AB | 5,800 | $249.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,121 | $263.0K | 0.00% | +1,091+21.7% | Added |
| Citigroup Inc | 6,241 | $268.0K | 0.00% | −1,486−19.2% | Reduced |
| Great West Life Assurance Co | 6,266 | $268.0K | 0.00% | +3,983+174.5% | Added |
| State Board of Administration of Florida Retirement System | 6,283 | $270.0K | 0.00% | −2,580−29.1% | Reduced |
| Public Employees Retirement Association of Colorado | 6,421 | $275.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,587 | $283.0K | 0.00% | −746−10.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,600 | $283.0K | 0.00% | +6,600 | New |
| Foster & Motley Inc | 6,661 | $286.0K | 0.03% | −5,078−43.3% | Reduced |
| Guggenheim Capital LLC | 7,181 | $309.0K | 0.00% | −5,285−42.4% | Reduced |
| Renaissance Technologies LLC | 7,600 | $326.0K | 0.00% | −55,200−87.9% | Reduced |
| Squarepoint Ops LLC | 7,706 | $331.0K | 0.00% | +7,706 | New |
| Cubist Systematic Strategies, LLC | 7,759 | $333.0K | 0.00% | −5,713−42.4% | Reduced |
| Royal Bank of Canada | 7,833 | $336.0K | 0.00% | −730−8.5% | Reduced |
| D. E. Shaw & Co., Inc. | 7,994 | $343.0K | 0.00% | +7,994 | New |
| SG Americas Securities, LLC | 8,046 | $345.0K | 0.01% | −2,393−22.9% | Reduced |
| Public Employees Retirement System of Ohio | 8,305 | $356.0K | 0.00% | −33,047−79.9% | Reduced |
| Algert Global LLC | 8,379 | $359.0K | 0.02% | +8,379 | New |
| ETF Managers Group, LLC | 8,475 | $364.0K | 0.01% | +8,475 | New |
| AdvisorShares Investments LLC | 8,962 | $384.0K | 0.10% | +8,962 | New |
| Vise Technologies, Inc. | 9,431 | $405.0K | 0.15% | +716+8.2% | Added |
| Envestnet Asset Management Inc | 9,515 | $408.0K | 0.00% | +575+6.4% | Added |
| New York Life Investment Management LLC | 9,519 | $408.0K | 0.00% | +753+8.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,762 | $418.8K | 0.04% | +9,762 | New |
| FORA Capital, LLC | 10,584 | $454.0K | 0.09% | +10,584 | New |
| Acadian Asset Management LLC | 11,343 | $486.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 11,389 | $489.0K | 0.03% | −3,879−25.4% | Reduced |
| Voya Investment Management LLC | 11,413 | $489.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,489 | $493.0K | 0.01% | +9,736+555.4% | Added |
| Deutsche Bank AG | 11,751 | $504.0K | 0.00% | −4,559−28.0% | Reduced |
| FMR LLC | 11,836 | $508.0K | 0.00% | −97−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 12,067 | $517.7K | 0.00% | −177−1.4% | Reduced |
| Arizona State Retirement System | 12,576 | $540.0K | 0.01% | −191−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $546.0K | 0.00% | +12,726 | New |
| American International Group, Inc. | 13,318 | $571.0K | 0.00% | −539−3.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 13,783 | $591.0K | 0.24% | −70−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 13,814 | $593.0K | 0.00% | −7,607−35.5% | Reduced |
| Wolverine Trading, LLC | 13,631 | $605.0K | 0.02% | +5,032+58.5% | Added |
| Commonwealth Equity Services, LLC | 15,271 | $655.0K | 0.00% | −1,855−10.8% | Reduced |
| MetLife Investment Management | 15,272 | $655.2K | 0.01% | −662−4.2% | Reduced |
| Wells Fargo & Company | 15,937 | $684.0K | 0.00% | −323−2.0% | Reduced |
| Russell Investments Group, Ltd. | 16,053 | $705.0K | 0.00% | −21,636−57.4% | Reduced |
| Dark Forest Capital Management LP | 17,483 | $750.0K | 0.13% | +2,238+14.7% | Added |
| Victory Capital Management Inc | 17,763 | $762.0K | 0.00% | +2,214+14.2% | Added |
| Janus Henderson Group PLC | 18,423 | $790.0K | 0.00% | −92−0.5% | Reduced |
| Engineers Gate Manager LP | 19,281 | $827.0K | 0.05% | +8,012+71.1% | Added |
| BNP Paribas Arbitrage, SA | 20,535 | $881.0K | 0.00% | +9,737+90.2% | Added |
| State of Wisconsin Investment Board | 22,209 | $953.0K | 0.00% | −5,228−19.1% | Reduced |
| ExodusPoint Capital Management, LP | 22,518 | $966.0K | 0.01% | −10,872−32.6% | Reduced |
| Graham Capital Management, L.P. | 23,385 | $1.00M | 0.04% | +23,385 | New |
| Winton Group Ltd | 24,380 | $1.05M | 0.07% | −6,195−20.3% | Reduced |
| Trexquant Investment LP | 25,710 | $1.10M | 0.04% | +25,710 | New |
| Jacobs Levy Equity Management, Inc | 27,369 | $1.17M | 0.01% | −221,750−89.0% | Reduced |