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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 16,760 | $949.6K | 0.10% | +16,760 | New |
| FJ Capital Management LLC | 17,102 | $969.0K | 0.12% | +17,102 | New |
| Ensign Peak Advisors, Inc | 18,100 | $1.03M | 0.00% | +13,400+285.1% | Added |
| State of Wisconsin Investment Board | 18,358 | $1.04M | 0.00% | −3,851−17.3% | Reduced |
| Qube Research & Technologies Ltd | 18,790 | $1.06M | 0.01% | −27,147−59.1% | Reduced |
| Winton Group Ltd | 22,426 | $1.27M | 0.08% | −1,954−8.0% | Reduced |
| Duality Advisers, LP | 23,750 | $1.35M | 0.15% | +23,750 | New |
| Allianz Asset Management GmbH | 25,513 | $1.45M | 0.00% | −3,871−13.2% | Reduced |
| PEAK6 Investments LLC | 25,948 | $1.47M | 0.08% | +25,948 | New |
| Jacobs Levy Equity Management, Inc | 26,215 | $1.49M | 0.01% | −1,154−4.2% | Reduced |
| Legal & General Group Plc | 29,834 | $1.69M | 0.00% | −23−0.1% | Reduced |
| South Dakota Investment Council | 30,000 | $1.70M | 0.04% | +30,000 | New |
| AlphaCentric Advisors LLC | 31,123 | $1.76M | 1.74% | 00.0% | Unchanged |
| Norges Bank | 33,092 | $1.87M | 0.00% | −285,437−89.6% | Reduced |
| HRT Financial LP | 33,348 | $1.89M | 0.03% | +33,348 | New |
| K2 Principal Fund, L.P. | 34,583 | $1.96M | 0.53% | −132,062−79.2% | Reduced |
| Putnam Investments LLC | 34,910 | $1.98M | 0.00% | −19−0.1% | Reduced |
| AQR Capital Management LLC | 36,181 | $2.05M | 0.00% | −5,473−13.1% | Reduced |
| Holocene Advisors, LP | 36,637 | $2.08M | 0.01% | −1,653−4.3% | Reduced |
| Jane Street Group, LLC | 36,744 | $2.08M | 0.00% | −12,213−24.9% | Reduced |
| E. Ohman J:or Asset Management AB | 37,180 | $2.11M | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 37,566 | $2.13M | 0.01% | +7,544+25.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 39,568 | $2.24M | 0.06% | +39,568 | New |
| State of New Jersey Common Pension Fund D | 40,587 | $2.30M | 0.01% | −3,057−7.0% | Reduced |
| NFJ Investment Group, LLC | 42,595 | $2.41M | 0.06% | −217,666−83.6% | Reduced |
| Vident Investment Advisory, LLC | 43,968 | $2.49M | 0.09% | +43,968 | New |
| Rhumbline Advisers | 44,830 | $2.54M | 0.00% | −238−0.5% | Reduced |
| New York State Common Retirement Fund | 46,438 | $2.63M | 0.00% | +6,465+16.2% | Added |
| Occudo Quantitative Strategies LP | 47,018 | $2.66M | 0.31% | +47,018 | New |
| California State Teachers Retirement System | 49,493 | $2.80M | 0.00% | −1,408−2.8% | Reduced |
| Victory Capital Management Inc | 51,310 | $2.91M | 0.00% | +33,547+188.9% | Added |
| LSV Asset Management | 53,212 | $3.02M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 54,630 | $3.10M | 0.00% | −151,569−73.5% | Reduced |
| UBS Asset Management Americas Inc | 58,747 | $3.33M | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 60,866 | $3.45M | 0.03% | +54,266+822.2% | Added |
| Amundi | 57,640 | $3.61M | 0.00% | −7,655−11.7% | Reduced |
| Denali Advisors LLC | 64,441 | $3.65M | 1.53% | +18,341+39.8% | Added |
| Prescott Group Capital Management, L.L.C. | 66,000 | $3.74M | 0.81% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 74,850 | $4.24M | 0.01% | −6,155−7.6% | Reduced |
| TD Asset Management Inc | 79,144 | $4.48M | 0.01% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 79,756 | $4.52M | 0.04% | +11,089+16.1% | Added |
| First Trust Advisors LP | 82,473 | $4.67M | 0.01% | −6,776−7.6% | Reduced |
| Morgan Stanley | 83,478 | $4.73M | 0.00% | −132,141−61.3% | Reduced |
| Advantage Alpha Capital Partners LP | 83,699 | $4.74M | 1.01% | −34,211−29.0% | Reduced |
| Palogic Value Management, L.P. | 85,000 | $4.82M | 2.51% | +85,000 | New |
| Susquehanna Fundamental Investments, LLC | 85,385 | $4.84M | 0.08% | +16,980+24.8% | Added |
| Prudential Financial Inc | 85,494 | $4.84M | 0.01% | −5,110−5.6% | Reduced |
| BlueCrest Capital Management Ltd | 87,392 | $4.95M | 0.60% | −179,554−67.3% | Reduced |
| Gator Capital Management, LLC | 102,425 | $5.80M | 4.26% | −8,400−7.6% | Reduced |
| Millennium Management LLC | 107,181 | $6.07M | 0.01% | −8,987−7.7% | Reduced |
| Swiss National Bank | 107,600 | $6.10M | 0.00% | −2,100−1.9% | Reduced |
| Bank of America Corp | 123,004 | $6.97M | 0.00% | +40,397+48.9% | Added |
| Invesco Ltd. | 125,003 | $7.08M | 0.00% | +4,424+3.7% | Added |
| Nuveen Asset Management, LLC | 133,636 | $7.57M | 0.00% | −14,526−9.8% | Reduced |
| Alyeska Investment Group, L.P. | 148,903 | $8.44M | 0.09% | +148,903 | New |
| Price T Rowe Associates Inc | 150,248 | $8.51M | 0.00% | −25,594−14.6% | Reduced |
| Walleye Capital LLC | 150,486 | $8.53M | 0.19% | +150,486 | New |
| Man Group plc | 165,717 | $9.39M | 0.03% | +15,348+10.2% | Added |
| JPMorgan Chase & Co | 226,459 | $12.8M | 0.00% | +53,180+30.7% | Added |
| American Century Companies Inc | 226,747 | $12.8M | 0.01% | +27,978+14.1% | Added |
| Group One Trading, L.P. | 245,345 | $13.9M | 0.47% | −5,650−2.3% | Reduced |
| Bank of New York Mellon Corp | 262,683 | $14.9M | 0.00% | +15,271+6.2% | Added |
| Basswood Capital Management, L.L.C. | 334,774 | $19.0M | 1.40% | +10,193+3.1% | Added |
| Boston Partners | 329,299 | $19.2M | 0.03% | −2,276−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 376,892 | $21.4M | 0.01% | +14,670+4.1% | Added |
| Goldman Sachs Group Inc | 399,946 | $22.7M | 0.01% | −173,240−30.2% | Reduced |
| Northern Trust Corp | 412,579 | $23.4M | 0.00% | −10,367−2.5% | Reduced |
| Alliancebernstein L.P. | 443,002 | $25.1M | 0.01% | +1,000+0.2% | Added |
| Geode Capital Management, LLC | 522,326 | $29.6M | 0.00% | +6,677+1.3% | Added |
| Epoch Investment Partners, Inc. | 527,069 | $29.9M | 0.18% | −25,651−4.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 542,176 | $30.7M | 0.04% | +27,823+5.4% | Added |
| State Street Corp | 993,966 | $56.3M | 0.00% | −61,193−5.8% | Reduced |
| Dimensional Fund Advisors LP | 2,016,168 | $114.2M | 0.04% | +152,763+8.2% | Added |
| BlackRock Inc. | 2,095,091 | $118.7M | 0.00% | +31,296+1.5% | Added |
| Vanguard Group Inc | 2,425,861 | $137.4M | 0.00% | −236,604−8.9% | Reduced |
| Senvest Management, LLC | 2,509,575 | $142.2M | 4.84% | +281,289+12.6% | Added |
| MFN Partners Management, LP | 4,531,792 | $256.8M | 11.32% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,992,531 | $282.9M | 0.22% | +256,717+5.4% | Added |
| IFP Advisors, Inc | 7 | – | – | −83−92.2% | Reduced |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −265,586−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −97,959−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −89,975−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −79,118−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −54,393−100.0% | Sold out |
| Gratia Capital, LLC | 0 | $0 | 0.00% | −48,458−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −37,036−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −25,710−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,518−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,281−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,631−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,584−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,762−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −8,475−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −8,379−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,994−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,706−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −6,661−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |