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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 9,519 | $408.0K | 0.00% | +753+8.6% | Added |
| Vise Technologies, Inc. | 9,431 | $405.0K | 0.15% | +716+8.2% | Added |
| AdvisorShares Investments LLC | 8,962 | $384.0K | 0.10% | +8,962 | New |
| ETF Managers Group, LLC | 8,475 | $364.0K | 0.01% | +8,475 | New |
| Algert Global LLC | 8,379 | $359.0K | 0.02% | +8,379 | New |
| Public Employees Retirement System of Ohio | 8,305 | $356.0K | 0.00% | −33,047−79.9% | Reduced |
| SG Americas Securities, LLC | 8,046 | $345.0K | 0.01% | −2,393−22.9% | Reduced |
| D. E. Shaw & Co., Inc. | 7,994 | $343.0K | 0.00% | +7,994 | New |
| Royal Bank of Canada | 7,833 | $336.0K | 0.00% | −730−8.5% | Reduced |
| Cubist Systematic Strategies, LLC | 7,759 | $333.0K | 0.00% | −5,713−42.4% | Reduced |
| Squarepoint Ops LLC | 7,706 | $331.0K | 0.00% | +7,706 | New |
| Renaissance Technologies LLC | 7,600 | $326.0K | 0.00% | −55,200−87.9% | Reduced |
| Guggenheim Capital LLC | 7,181 | $309.0K | 0.00% | −5,285−42.4% | Reduced |
| Foster & Motley Inc | 6,661 | $286.0K | 0.03% | −5,078−43.3% | Reduced |
| 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 |
| Public Employees Retirement Association of Colorado | 6,421 | $275.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,283 | $270.0K | 0.00% | −2,580−29.1% | Reduced |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,121 | $263.0K | 0.00% | +1,091+21.7% | Added |
| Handelsbanken Fonder AB | 5,800 | $249.0K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 5,711 | $245.0K | 0.01% | −668−10.5% | Reduced |
| Virginia Retirement Systems Et Al | 5,700 | $244.5K | 0.00% | +5,700 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,595 | $240.0K | 0.01% | +5,595 | New |
| Bayesian Capital Management, LP | 5,300 | $227.0K | 0.05% | +5,300 | New |
| State of Wyoming | 5,043 | $217.0K | 0.11% | +91+1.8% | Added |
| Ensign Peak Advisors, Inc | 4,700 | $202.0K | 0.00% | +2,980+173.3% | Added |
| Advisors Asset Management, Inc. | 4,278 | $184.0K | 0.00% | −91−2.1% | Reduced |
| Amalgamated Bank | 3,728 | $160.0K | 0.00% | −93−2.4% | Reduced |
| Canada Pension Plan Investment Board | 2,932 | $126.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,703 | $116.0K | 0.00% | −301−10.0% | Reduced |
| Macquarie Group Ltd | 1,519 | $104.0K | 0.00% | −900−37.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,335 | $100.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,323 | $99.0K | 0.01% | −1,194−33.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,776 | $76.0K | 0.00% | +250+16.4% | Added |
| Metropolitan Life Insurance Co | 1,694 | $72.7K | 0.00% | −261−13.4% | Reduced |
| Covestor Ltd | 1,647 | $71.0K | 0.06% | +1,640+23,428.6% | Added |
| Advisor Group Holdings, Inc. | 1,621 | $70.0K | 0.00% | −162−9.1% | Reduced |
| Wipfli Financial Advisors LLC, | 1,035 | $44.0K | 0.00% | +1,035 | New |
| 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 |
| US Bancorp | 708 | $30.0K | 0.00% | +28+4.1% | Added |
| Nomura Holdings Inc | 636 | $27.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 380 | $16.0K | 0.00% | +135+55.1% | Added |
| Parkside Financial Bank & Trust | 315 | $14.0K | 0.00% | −104−24.8% | Reduced |
| Norway Savings Bank | 325 | $14.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $13.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 251 | $11.0K | 0.00% | +244+3,485.7% | Added |
| IFP Advisors, Inc | 90 | $10.0K | 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 |
| CWM, LLC | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −142,332−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −102,471−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −42,274−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −24,366−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −22,799−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −19,293−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −18,892−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,657−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,111−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −10,634−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,231−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −7,005−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −6,126−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −5,635−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |