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
- 28.6M
- −851.4K (−2.9%) vs. Q3 2022
- Total value
- $1.62B
- +$348.5M (+27.4%) vs. Q3 2022
- New holders
- 36
- 52 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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 15 | $0 | 0.00% | +15 | New |
| Tfo-TDC, LLC | 4 | $185 | 0.00% | +4 | New |
| Farther Finance Advisors, LLC | 8 | $453 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 9 | $510 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $510 | 0.00% | +9 | New |
| Baker Avenue Asset Management, LP | 9 | $510 | 0.00% | +9 | New |
| Parallel Advisors, LLC | 12 | $680 | 0.00% | −17−58.6% | Reduced |
| SJS Investment Consulting Inc. | 15 | $850 | 0.00% | +3+25.0% | Added |
| Comerica Securities,inc. | 15 | $850 | 0.00% | +15 | New |
| Allworth Financial LP | 21 | $1.19K | 0.00% | −230−91.6% | Reduced |
| RFP Financial Group LLC | 24 | $1.36K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 26 | $1.47K | 0.00% | +3+13.0% | Added |
| Money Concepts Capital Corp | 32 | $1.81K | 0.00% | +32 | New |
| ClariVest Asset Management LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 36 | $2.02K | 0.00% | +1+2.9% | Added |
| Quadrant Capital Group LLC | 37 | $2.10K | 0.00% | −152−80.4% | Reduced |
| Bell Investment Advisors, Inc | 41 | $2.32K | 0.00% | +19+86.4% | Added |
| Schubert & Co | 49 | $2.78K | 0.00% | +6+14.0% | Added |
| Lindbrook Capital, LLC | 52 | $2.95K | 0.00% | +41+372.7% | Added |
| Optimum Investment Advisors | 58 | $3.29K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 77 | $4.36K | 0.00% | −659−89.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 95 | $5.38K | 0.00% | +72+313.0% | Added |
| HighMark Wealth Management LLC | 104 | $5.88K | 0.00% | +1+1.0% | Added |
| Webster Bank, N. A. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 124 | $7.00K | 0.00% | +124 | New |
| Signaturefd, LLC | 131 | $7.42K | 0.00% | +66+101.5% | Added |
| CWM, LLC | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 195 | $11.0K | 0.00% | +16+8.9% | Added |
| TCI Wealth Advisors, Inc. | 236 | $13.4K | 0.00% | +159+206.5% | Added |
| Parkside Financial Bank & Trust | 302 | $17.1K | 0.00% | −13−4.1% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $18.1K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 325 | $18.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 339 | $20.0K | 0.00% | −11,150−97.0% | Reduced |
| US Bancorp | 677 | $38.4K | 0.00% | −31−4.4% | Reduced |
| Nisa Investment Advisors, LLC | 717 | $41.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,694 | $96.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,780 | $101.0K | 0.08% | +133+8.1% | Added |
| Allspring Global Investments Holdings, LLC | 2,083 | $118.0K | 0.00% | +307+17.3% | Added |
| Ameritas Investment Partners, Inc. | 2,165 | $142.0K | 0.01% | −170−7.3% | Reduced |
| Quantbot Technologies LP | 2,671 | $151.3K | 0.01% | +2,671 | New |
| Canada Pension Plan Investment Board | 2,932 | $166.1K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,524 | $199.0K | 0.02% | +1,201+51.7% | Added |
| Bayesian Capital Management, LP | 3,586 | $203.2K | 0.03% | −1,714−32.3% | Reduced |
| Amalgamated Bank | 3,728 | $211.0K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,758 | $212.9K | 0.02% | +3,758 | New |
| HighVista Strategies LLC | 3,840 | $217.6K | 0.13% | +3,840 | New |
| Advisor Group Holdings, Inc. | 3,977 | $226.3K | 0.00% | +2,356+145.3% | Added |
| Advisors Asset Management, Inc. | 4,272 | $242.1K | 0.00% | −6−0.1% | Reduced |
| Axq Capital, LP | 4,477 | $253.7K | 0.18% | +4,477 | New |
| Gotham Asset Management, LLC | 4,559 | $258.3K | 0.01% | +4,559 | New |
| Russell Investments Group, Ltd. | 4,710 | $266.9K | 0.00% | −11,343−70.7% | Reduced |
| Mercer Global Advisors Inc | 5,106 | $289.0K | 0.00% | +5,106 | New |
| Dark Forest Capital Management LP | 5,132 | $290.8K | 0.07% | −12,351−70.6% | Reduced |
| Citigroup Inc | 5,223 | $295.9K | 0.00% | −1,018−16.3% | Reduced |
| Pictet Asset Management SA | 5,270 | $299.0K | 0.00% | +5,270 | New |
| State of Wyoming | 5,512 | $312.3K | 0.10% | +469+9.3% | Added |
| One Capital Management, LLC | 5,711 | $323.6K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,740 | $325.2K | 0.00% | −1,441−20.1% | Reduced |
| Public Employees Retirement System of Ohio | 5,809 | $329.0K | 0.00% | −2,496−30.1% | Reduced |
| Versor Investments LP | 5,840 | $330.9K | 0.03% | −5,549−48.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,001 | $340.0K | 0.00% | −120−2.0% | Reduced |
| Public Employees Retirement Association of Colorado | 6,421 | $364.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,543 | $370.7K | 0.00% | +260+4.1% | Added |
| Acadian Asset Management LLC | 7,005 | $396.0K | 0.00% | −4,338−38.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,468 | $423.1K | 0.01% | +1,873+33.5% | Added |
| AdvisorShares Investments LLC | 7,503 | $425.1K | 0.12% | −1,459−16.3% | Reduced |
| Royal Bank of Canada | 7,571 | $429.0K | 0.00% | −262−3.3% | Reduced |
| Hancock Whitney Corp | 7,573 | $429.0K | 0.02% | +7,573 | New |
| Cubist Systematic Strategies, LLC | 7,725 | $437.7K | 0.00% | −34−0.4% | Reduced |
| Walleye Trading LLC | 8,014 | $454.1K | 0.01% | +8,014 | New |
| Virginia Retirement Systems Et Al | 8,200 | $464.6K | 0.00% | +2,500+43.9% | Added |
| BNP Paribas Arbitrage, SA | 8,823 | $499.9K | 0.00% | −11,712−57.0% | Reduced |
| Two Sigma Investments, LP | 8,900 | $504.3K | 0.00% | +8,900 | New |
| SG Americas Securities, LLC | 9,221 | $522.0K | 0.01% | +1,175+14.6% | Added |
| Vise Technologies, Inc. | 9,300 | $526.9K | 0.16% | −131−1.4% | Reduced |
| FMR LLC | 9,409 | $533.1K | 0.00% | −2,427−20.5% | Reduced |
| Teacher Retirement System of Texas | 9,417 | $534.0K | 0.00% | +2,830+43.0% | Added |
| New York Life Investment Management LLC | 10,665 | $604.3K | 0.01% | +1,146+12.0% | Added |
| Great West Life Assurance Co | 10,736 | $612.0K | 0.00% | +4,470+71.3% | Added |
| Voya Investment Management LLC | 11,046 | $625.9K | 0.00% | −367−3.2% | Reduced |
| Envestnet Asset Management Inc | 11,269 | $638.5K | 0.00% | +1,754+18.4% | Added |
| Manufacturers Life Insurance Company, The | 11,338 | $642.4K | 0.00% | −729−6.0% | Reduced |
| EMG Holdings, L.P. | 11,797 | $668.4K | 0.57% | +11,797 | New |
| Arizona State Retirement System | 12,584 | $713.0K | 0.01% | +8+0.1% | Added |
| American International Group, Inc. | 12,667 | $717.7K | 0.01% | −651−4.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $721.1K | 0.00% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 13,279 | $752.4K | 0.31% | −504−3.7% | Reduced |
| Citadel Advisors LLC | 13,644 | $773.1K | 0.00% | +13,644 | New |
| Ergoteles LLC | 13,763 | $779.8K | 0.03% | +13,763 | New |
| Deutsche Bank AG | 13,853 | $784.9K | 0.00% | +2,102+17.9% | Added |
| MetLife Investment Management | 13,856 | $785.1K | 0.01% | −1,416−9.3% | Reduced |
| Caption Management, LLC | 14,000 | $793.2K | 0.13% | −31,499−69.2% | Reduced |
| UBS Group AG | 14,371 | $814.3K | 0.00% | −25,305−63.8% | Reduced |
| TCW Group Inc | 14,737 | $835.0K | 0.01% | +14,737 | New |
| Graham Capital Management, L.P. | 14,961 | $847.7K | 0.03% | −8,424−36.0% | Reduced |
| Commonwealth Equity Services, LLC | 15,274 | $865.0K | 0.00% | +30.0% | Added |
| Robeco Institutional Asset Management B.V. | 15,275 | $865.5K | 0.00% | +1,461+10.6% | Added |
| Moran Wealth Management, LLC | 16,533 | $936.8K | 0.04% | +16,533 | New |
| Wells Fargo & Company | 16,534 | $936.8K | 0.00% | +597+3.7% | Added |
| Janus Henderson Group PLC | 16,569 | $938.8K | 0.00% | −1,854−10.1% | Reduced |