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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 10,665 | $604.3K | 0.01% | +1,146+12.0% | Added |
| Teacher Retirement System of Texas | 9,417 | $534.0K | 0.00% | +2,830+43.0% | Added |
| FMR LLC | 9,409 | $533.1K | 0.00% | −2,427−20.5% | Reduced |
| Vise Technologies, Inc. | 9,300 | $526.9K | 0.16% | −131−1.4% | Reduced |
| SG Americas Securities, LLC | 9,221 | $522.0K | 0.01% | +1,175+14.6% | Added |
| Two Sigma Investments, LP | 8,900 | $504.3K | 0.00% | +8,900 | New |
| BNP Paribas Arbitrage, SA | 8,823 | $499.9K | 0.00% | −11,712−57.0% | Reduced |
| Virginia Retirement Systems Et Al | 8,200 | $464.6K | 0.00% | +2,500+43.9% | Added |
| Walleye Trading LLC | 8,014 | $454.1K | 0.01% | +8,014 | New |
| Cubist Systematic Strategies, LLC | 7,725 | $437.7K | 0.00% | −34−0.4% | 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 |
| AdvisorShares Investments LLC | 7,503 | $425.1K | 0.12% | −1,459−16.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,468 | $423.1K | 0.01% | +1,873+33.5% | Added |
| Acadian Asset Management LLC | 7,005 | $396.0K | 0.00% | −4,338−38.2% | Reduced |
| State Board of Administration of Florida Retirement System | 6,543 | $370.7K | 0.00% | +260+4.1% | Added |
| Public Employees Retirement Association of Colorado | 6,421 | $364.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,001 | $340.0K | 0.00% | −120−2.0% | Reduced |
| Versor Investments LP | 5,840 | $330.9K | 0.03% | −5,549−48.7% | Reduced |
| Public Employees Retirement System of Ohio | 5,809 | $329.0K | 0.00% | −2,496−30.1% | Reduced |
| Guggenheim Capital LLC | 5,740 | $325.2K | 0.00% | −1,441−20.1% | Reduced |
| One Capital Management, LLC | 5,711 | $323.6K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 5,512 | $312.3K | 0.10% | +469+9.3% | Added |
| Pictet Asset Management SA | 5,270 | $299.0K | 0.00% | +5,270 | New |
| Citigroup Inc | 5,223 | $295.9K | 0.00% | −1,018−16.3% | Reduced |
| Dark Forest Capital Management LP | 5,132 | $290.8K | 0.07% | −12,351−70.6% | Reduced |
| Mercer Global Advisors Inc | 5,106 | $289.0K | 0.00% | +5,106 | New |
| Russell Investments Group, Ltd. | 4,710 | $266.9K | 0.00% | −11,343−70.7% | Reduced |
| Gotham Asset Management, LLC | 4,559 | $258.3K | 0.01% | +4,559 | New |
| Axq Capital, LP | 4,477 | $253.7K | 0.18% | +4,477 | New |
| Advisors Asset Management, Inc. | 4,272 | $242.1K | 0.00% | −6−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,977 | $226.3K | 0.00% | +2,356+145.3% | Added |
| HighVista Strategies LLC | 3,840 | $217.6K | 0.13% | +3,840 | New |
| Nations Financial Group Inc, | 3,758 | $212.9K | 0.02% | +3,758 | New |
| Amalgamated Bank | 3,728 | $211.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,586 | $203.2K | 0.03% | −1,714−32.3% | Reduced |
| Cutler Group LP | 3,524 | $199.0K | 0.02% | +1,201+51.7% | Added |
| Canada Pension Plan Investment Board | 2,932 | $166.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,671 | $151.3K | 0.01% | +2,671 | New |
| Ameritas Investment Partners, Inc. | 2,165 | $142.0K | 0.01% | −170−7.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,083 | $118.0K | 0.00% | +307+17.3% | Added |
| Covestor Ltd | 1,780 | $101.0K | 0.08% | +133+8.1% | Added |
| Metropolitan Life Insurance Co | 1,694 | $96.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 717 | $41.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 677 | $38.4K | 0.00% | −31−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 339 | $20.0K | 0.00% | −11,150−97.0% | Reduced |
| Norway Savings Bank | 325 | $18.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 302 | $17.1K | 0.00% | −13−4.1% | Reduced |
| TCI Wealth Advisors, Inc. | 236 | $13.4K | 0.00% | +159+206.5% | Added |
| Hexagon Capital Partners LLC | 195 | $11.0K | 0.00% | +16+8.9% | Added |
| CWM, LLC | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 131 | $7.42K | 0.00% | +66+101.5% | Added |
| Spire Wealth Management | 124 | $7.00K | 0.00% | +124 | New |
| Webster Bank, N. A. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 104 | $5.88K | 0.00% | +1+1.0% | Added |
| Parallax Volatility Advisers, L.P. | 95 | $5.38K | 0.00% | +72+313.0% | Added |
| Barclays PLC | 77 | $4.36K | 0.00% | −659−89.5% | Reduced |
| Optimum Investment Advisors | 58 | $3.29K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $2.95K | 0.00% | +41+372.7% | Added |
| Schubert & Co | 49 | $2.78K | 0.00% | +6+14.0% | Added |
| Bell Investment Advisors, Inc | 41 | $2.32K | 0.00% | +19+86.4% | Added |
| Quadrant Capital Group LLC | 37 | $2.10K | 0.00% | −152−80.4% | Reduced |
| Harbour Investments, Inc. | 36 | $2.02K | 0.00% | +1+2.9% | Added |
| ClariVest Asset Management LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 32 | $1.81K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 26 | $1.47K | 0.00% | +3+13.0% | Added |
| RFP Financial Group LLC | 24 | $1.36K | 0.00% | +24 | New |
| Allworth Financial LP | 21 | $1.19K | 0.00% | −230−91.6% | Reduced |
| SJS Investment Consulting Inc. | 15 | $850 | 0.00% | +3+25.0% | Added |
| Comerica Securities,inc. | 15 | $850 | 0.00% | +15 | New |
| Parallel Advisors, LLC | 12 | $680 | 0.00% | −17−58.6% | Reduced |
| 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 |
| Farther Finance Advisors, LLC | 8 | $453 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 4 | $185 | 0.00% | +4 | New |
| Steward Financial Group LLC | 15 | $0 | 0.00% | +15 | New |
| 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 |