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, Q4 2022
Institutional positions in PennyMac Financial Services, Inc. as of Dec 31, 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
- 179
- +12 vs. Q3 2022
- Shares held
- 33.1M
- +3.66M (+12.4%) vs. Q3 2022
- Total value
- $1.88B
- +$604.5M (+47.6%) vs. Q3 2022
- New holders
- 36
- 53 more added
- Sold out
- 24
- 70 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 9,063,584 | $513.5M | 11.38% | +4,531,792+100.0% | Added |
| T. Rowe Price Investment Management, Inc. | 4,992,531 | $282.9M | 0.22% | +256,717+5.4% | Added |
| Senvest Management, LLC | 2,509,575 | $142.2M | 4.84% | +281,289+12.6% | Added |
| Vanguard Group Inc | 2,425,861 | $137.4M | 0.00% | −236,604−8.9% | Reduced |
| BlackRock Inc. | 2,095,091 | $118.7M | 0.00% | +31,296+1.5% | Added |
| Dimensional Fund Advisors LP | 2,016,168 | $114.2M | 0.03% | +152,763+8.2% | Added |
| State Street Corp | 993,966 | $56.3M | 0.00% | −61,193−5.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 542,176 | $30.7M | 0.04% | +27,823+5.4% | Added |
| Epoch Investment Partners, Inc. | 527,069 | $29.9M | 0.18% | −25,651−4.6% | Reduced |
| Geode Capital Management, LLC | 522,326 | $29.6M | 0.00% | +6,677+1.3% | Added |
| Alliancebernstein L.P. | 443,002 | $25.1M | 0.01% | +1,000+0.2% | Added |
| Northern Trust Corp | 412,579 | $23.4M | 0.00% | −10,367−2.5% | Reduced |
| Goldman Sachs Group Inc | 399,946 | $22.7M | 0.01% | −173,240−30.2% | Reduced |
| Charles Schwab Investment Management Inc | 376,892 | $21.4M | 0.01% | +14,670+4.1% | Added |
| Boston Partners | 329,299 | $19.2M | 0.03% | −2,276−0.7% | Reduced |
| Basswood Capital Management, L.L.C. | 334,774 | $19.0M | 1.40% | +10,193+3.1% | Added |
| Bank of New York Mellon Corp | 262,683 | $14.9M | 0.00% | +15,271+6.2% | Added |
| Group One Trading, L.P. | 245,345 | $13.9M | 0.47% | −5,650−2.3% | Reduced |
| American Century Companies Inc | 226,747 | $12.8M | 0.01% | +27,978+14.1% | Added |
| JPMorgan Chase & Co | 226,459 | $12.8M | 0.00% | +53,180+30.7% | Added |
| Man Group plc | 165,717 | $9.39M | 0.03% | +15,348+10.2% | Added |
| Walleye Capital LLC | 150,486 | $8.53M | 0.19% | +150,486 | New |
| Price T Rowe Associates Inc | 150,248 | $8.51M | 0.00% | −25,594−14.6% | Reduced |
| Alyeska Investment Group, L.P. | 148,903 | $8.44M | 0.09% | +148,903 | New |
| Nuveen Asset Management, LLC | 133,636 | $7.57M | 0.00% | −14,526−9.8% | Reduced |
| Invesco Ltd. | 125,003 | $7.08M | 0.00% | +4,424+3.7% | Added |
| Bank of America Corp | 123,004 | $6.97M | 0.00% | +40,397+48.9% | Added |
| Swiss National Bank | 107,600 | $6.10M | 0.00% | −2,100−1.9% | Reduced |
| Millennium Management LLC | 107,181 | $6.07M | 0.01% | −8,987−7.7% | Reduced |
| Gator Capital Management, LLC | 102,425 | $5.80M | 4.26% | −8,400−7.6% | Reduced |
| BlueCrest Capital Management Ltd | 87,392 | $4.95M | 0.60% | −179,554−67.3% | Reduced |
| Prudential Financial Inc | 85,494 | $4.84M | 0.01% | −5,110−5.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 85,385 | $4.84M | 0.08% | +16,980+24.8% | Added |
| Palogic Value Management, L.P. | 85,000 | $4.82M | 2.51% | +85,000 | New |
| Advantage Alpha Capital Partners LP | 83,699 | $4.74M | 1.01% | −34,211−29.0% | Reduced |
| Morgan Stanley | 83,478 | $4.73M | 0.00% | −132,141−61.3% | Reduced |
| First Trust Advisors LP | 82,473 | $4.67M | 0.01% | −6,776−7.6% | Reduced |
| Brandywine Global Investment Management, LLC | 79,756 | $4.52M | 0.04% | +11,089+16.1% | Added |
| TD Asset Management Inc | 79,144 | $4.48M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 74,850 | $4.24M | 0.01% | −6,155−7.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 66,000 | $3.74M | 0.81% | 00.0% | Unchanged |
| Denali Advisors LLC | 64,441 | $3.65M | 1.53% | +18,341+39.8% | Added |
| Amundi | 57,640 | $3.61M | 0.00% | −7,655−11.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 60,866 | $3.45M | 0.03% | +54,266+822.2% | Added |
| UBS Asset Management Americas Inc | 58,747 | $3.33M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 54,630 | $3.10M | 0.00% | −151,569−73.5% | Reduced |
| LSV Asset Management | 53,212 | $3.02M | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 51,310 | $2.91M | 0.00% | +33,547+188.9% | Added |
| California State Teachers Retirement System | 49,493 | $2.80M | 0.00% | −1,408−2.8% | Reduced |
| Occudo Quantitative Strategies LP | 47,018 | $2.66M | 0.31% | +47,018 | New |
| New York State Common Retirement Fund | 46,438 | $2.63M | 0.00% | +6,465+16.2% | Added |
| Rhumbline Advisers | 44,830 | $2.54M | 0.00% | −238−0.5% | Reduced |
| Vident Investment Advisory, LLC | 43,968 | $2.49M | 0.09% | +43,968 | New |
| NFJ Investment Group, LLC | 42,595 | $2.41M | 0.06% | −217,666−83.6% | Reduced |
| State of New Jersey Common Pension Fund D | 40,587 | $2.30M | 0.01% | −3,057−7.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 39,568 | $2.24M | 0.06% | +39,568 | New |
| Mitsubishi UFJ Trust & Banking Corp | 37,566 | $2.13M | 0.01% | +7,544+25.1% | Added |
| E. Ohman J:or Asset Management AB | 37,180 | $2.11M | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,744 | $2.08M | 0.00% | −12,213−24.9% | Reduced |
| Holocene Advisors, LP | 36,637 | $2.08M | 0.01% | −1,653−4.3% | Reduced |
| AQR Capital Management LLC | 36,181 | $2.05M | 0.00% | −5,473−13.1% | Reduced |
| Putnam Investments LLC | 34,910 | $1.98M | 0.00% | −19−0.1% | Reduced |
| K2 Principal Fund, L.P. | 34,583 | $1.96M | 0.53% | −132,062−79.2% | Reduced |
| HRT Financial LP | 33,348 | $1.89M | 0.03% | +33,348 | New |
| Norges Bank | 33,092 | $1.87M | 0.00% | −285,437−89.6% | Reduced |
| AlphaCentric Advisors LLC | 31,123 | $1.76M | 1.74% | 00.0% | Unchanged |
| South Dakota Investment Council | 30,000 | $1.70M | 0.04% | +30,000 | New |
| Legal & General Group Plc | 29,834 | $1.69M | 0.00% | −23−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,215 | $1.49M | 0.01% | −1,154−4.2% | Reduced |
| PEAK6 Investments LLC | 25,948 | $1.47M | 0.08% | +25,948 | New |
| Allianz Asset Management GmbH | 25,513 | $1.45M | 0.00% | −3,871−13.2% | Reduced |
| Duality Advisers, LP | 23,750 | $1.35M | 0.15% | +23,750 | New |
| Winton Group Ltd | 22,426 | $1.27M | 0.08% | −1,954−8.0% | Reduced |
| Qube Research & Technologies Ltd | 18,790 | $1.06M | 0.01% | −27,147−59.1% | Reduced |
| State of Wisconsin Investment Board | 18,358 | $1.04M | 0.00% | −3,851−17.3% | Reduced |
| Ensign Peak Advisors, Inc | 18,100 | $1.03M | 0.00% | +13,400+285.1% | Added |
| FJ Capital Management LLC | 17,102 | $969.0K | 0.12% | +17,102 | New |
| Capula Management Ltd | 16,760 | $949.6K | 0.10% | +16,760 | New |
| Janus Henderson Group PLC | 16,569 | $938.8K | 0.00% | −20,277−55.0% | Reduced |
| Wells Fargo & Company | 16,534 | $936.8K | 0.00% | +597+3.7% | Added |
| Moran Wealth Management, LLC | 16,533 | $936.8K | 0.04% | +16,533 | New |
| Robeco Institutional Asset Management B.V. | 15,275 | $865.5K | 0.00% | +1,461+10.6% | Added |
| Commonwealth Equity Services, LLC | 15,274 | $865.0K | 0.00% | +30.0% | Added |
| Graham Capital Management, L.P. | 14,961 | $847.7K | 0.03% | −8,424−36.0% | Reduced |
| TCW Group Inc | 14,737 | $835.0K | 0.01% | +14,737 | New |
| UBS Group AG | 14,371 | $814.3K | 0.00% | −25,305−63.8% | Reduced |
| Caption Management, LLC | 14,000 | $793.2K | 0.13% | −31,499−69.2% | Reduced |
| MetLife Investment Management | 13,856 | $785.1K | 0.01% | −1,416−9.3% | Reduced |
| Deutsche Bank AG | 13,853 | $784.9K | 0.00% | +2,102+17.9% | Added |
| Ergoteles LLC | 13,763 | $779.8K | 0.03% | +13,763 | New |
| Citadel Advisors LLC | 13,644 | $773.1K | 0.00% | +13,644 | New |
| Summit Wealth & Retirement Planning, Inc. | 13,279 | $752.4K | 0.31% | −504−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $721.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 12,667 | $717.7K | 0.01% | −651−4.9% | Reduced |
| Arizona State Retirement System | 12,584 | $713.0K | 0.01% | +8+0.1% | Added |
| EMG Holdings, L.P. | 11,797 | $668.4K | 0.57% | +11,797 | New |
| Manufacturers Life Insurance Company, The | 11,338 | $642.4K | 0.00% | −729−6.0% | Reduced |
| Envestnet Asset Management Inc | 11,269 | $638.5K | 0.00% | +1,754+18.4% | Added |
| Voya Investment Management LLC | 11,046 | $625.9K | 0.00% | −367−3.2% | Reduced |
| Great West Life Assurance Co | 10,736 | $612.0K | 0.00% | +4,470+71.3% | Added |