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, Q1 2023
Institutional positions in PennyMac Financial Services, Inc. as of Mar 31, 2023. 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
- 176
- −3 vs. Q4 2022
- Shares held
- 29.6M
- +1.09M (+3.8%) vs. Q4 2022
- Total value
- $1.74B
- +$116.8M (+7.2%) vs. Q4 2022
- New holders
- 27
- 59 more added
- Sold out
- 30
- 66 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 5,136,785 | $306.2M | 0.22% | +144,254+2.9% | Added |
| MFN Partners Management, LP | 4,531,792 | $270.1M | 12.21% | 00.0% | Unchanged |
| Senvest Management, LLC | 2,892,009 | $172.4M | 6.27% | +382,434+15.2% | Added |
| Vanguard Group Inc | 2,463,244 | $146.8M | 0.00% | +37,383+1.5% | Added |
| Dimensional Fund Advisors LP | 2,426,373 | $144.6M | 0.05% | +410,205+20.3% | Added |
| BlackRock Inc. | 2,062,332 | $122.9M | 0.00% | −32,759−1.6% | Reduced |
| State Street Corp | 916,350 | $54.6M | 0.00% | −77,616−7.8% | Reduced |
| Epoch Investment Partners, Inc. | 728,938 | $43.5M | 0.26% | +201,869+38.3% | Added |
| Basswood Capital Management, L.L.C. | 537,262 | $32.0M | 2.23% | +202,488+60.5% | Added |
| Geode Capital Management, LLC | 535,622 | $31.9M | 0.00% | +13,296+2.5% | Added |
| Goldman Sachs Group Inc | 452,955 | $27.0M | 0.01% | +53,009+13.3% | Added |
| Northern Trust Corp | 405,026 | $24.1M | 0.00% | −7,553−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 389,097 | $23.2M | 0.01% | +12,205+3.2% | Added |
| Citadel Advisors LLC | 311,872 | $18.6M | 0.02% | +298,228+2,185.8% | Added |
| Alliancebernstein L.P. | 310,102 | $18.5M | 0.01% | −132,900−30.0% | Reduced |
| JPMorgan Chase & Co | 282,036 | $16.8M | 0.00% | +55,577+24.5% | Added |
| Arrowstreet Capital, Limited Partnership | 269,251 | $16.1M | 0.02% | −272,925−50.3% | Reduced |
| LMR Partners LLP | 261,146 | $15.6M | 0.34% | +261,146 | New |
| American Century Companies Inc | 252,249 | $14.7M | 0.01% | +25,502+11.2% | Added |
| Bank of New York Mellon Corp | 242,099 | $14.4M | 0.00% | −20,584−7.8% | Reduced |
| Susquehanna International Group, LLP | 205,079 | $12.2M | 0.02% | +130,229+174.0% | Added |
| Man Group plc | – | $12.0M | 0.04% | – | – |
| Price T Rowe Associates Inc | 163,944 | $9.77M | 0.00% | +13,696+9.1% | Added |
| Brandywine Global Investment Management, LLC | 130,547 | $7.78M | 0.06% | +50,791+63.7% | Added |
| Nuveen Asset Management, LLC | 123,792 | $7.38M | 0.00% | −9,844−7.4% | Reduced |
| Walleye Capital LLC | 115,686 | $6.90M | 0.14% | −34,800−23.1% | Reduced |
| Morgan Stanley | 108,344 | $6.46M | 0.00% | +24,866+29.8% | Added |
| Swiss National Bank | 91,900 | $5.48M | 0.00% | −15,700−14.6% | Reduced |
| Gator Capital Management, LLC | 89,225 | $5.32M | 4.12% | −13,200−12.9% | Reduced |
| Envestnet Asset Management Inc | 801,420 | $5.28M | 0.00% | +790,151+7,011.7% | Added |
| Susquehanna Fundamental Investments, LLC | 85,385 | $5.09M | 0.12% | 00.0% | Unchanged |
| TD Asset Management Inc | 77,138 | $4.60M | 0.01% | −2,006−2.5% | Reduced |
| First Trust Advisors LP | 70,829 | $4.22M | 0.00% | −11,644−14.1% | Reduced |
| Advantage Alpha Capital Partners LP | 68,852 | $4.10M | 0.85% | −14,847−17.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 65,700 | $3.92M | 0.04% | +4,834+7.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 65,000 | $3.88M | 0.09% | +25,432+64.3% | Added |
| Bridgeway Capital Management, LLC | 61,796 | $3.68M | 0.10% | +61,796 | New |
| UBS Asset Management Americas Inc | 61,273 | $3.65M | 0.00% | +2,526+4.3% | Added |
| Victory Capital Management Inc | 58,767 | $3.50M | 0.00% | +7,457+14.5% | Added |
| Amundi | 57,640 | $3.48M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 55,671 | $3.32M | 0.02% | +36,881+196.3% | Added |
| Credit Suisse AG | 54,923 | $3.27M | 0.00% | +293+0.5% | Added |
| Palogic Value Management, L.P. | 53,603 | $3.20M | 1.56% | −31,397−36.9% | Reduced |
| LSV Asset Management | 53,212 | $3.17M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 52,297 | $3.12M | 0.00% | −54,884−51.2% | Reduced |
| Principal Financial Group Inc | 52,034 | $3.10M | 0.00% | +52,034 | New |
| Prudential Financial Inc | 66,894 | $3.05M | 0.00% | −18,600−21.8% | Reduced |
| California State Teachers Retirement System | 47,359 | $2.82M | 0.00% | −2,134−4.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 46,502 | $2.77M | 0.65% | −19,498−29.5% | Reduced |
| Invesco Ltd. | 45,921 | $2.74M | 0.00% | −79,082−63.3% | Reduced |
| Rhumbline Advisers | 44,122 | $2.63M | 0.00% | −708−1.6% | Reduced |
| Bank of America Corp | 43,623 | $2.60M | 0.00% | −79,381−64.5% | Reduced |
| NFJ Investment Group, LLC | 42,531 | $2.54M | 0.07% | −64−0.2% | Reduced |
| UBS Group AG | 39,037 | $2.33M | 0.00% | +24,666+171.6% | Added |
| State of New Jersey Common Pension Fund D | 38,076 | $2.27M | 0.01% | −2,511−6.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 36,498 | $2.18M | 0.01% | −1,068−2.8% | Reduced |
| E. Ohman J:or Asset Management AB | 33,711 | $2.01M | 0.08% | −3,469−9.3% | Reduced |
| Alyeska Investment Group, L.P. | 33,503 | $2.00M | 0.02% | −115,400−77.5% | Reduced |
| AQR Capital Management LLC | 30,933 | $1.84M | 0.00% | −5,248−14.5% | Reduced |
| Legal & General Group Plc | 30,929 | $1.84M | 0.00% | +1,095+3.7% | Added |
| South Dakota Investment Council | 30,000 | $1.79M | 0.04% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 28,681 | $1.71M | 0.06% | +12,148+73.5% | Added |
| Macquarie Group Ltd | 28,672 | $1.71M | 0.00% | +28,672 | New |
| Graham Capital Management, L.P. | 26,539 | $1.58M | 0.06% | +11,578+77.4% | Added |
| Allianz Asset Management GmbH | 25,994 | $1.55M | 0.00% | +481+1.9% | Added |
| Caption Management, LLC | 24,740 | $1.47M | 0.32% | +10,740+76.7% | Added |
| Putnam Investments LLC | 24,322 | $1.45M | 0.00% | −10,588−30.3% | Reduced |
| Winton Group Ltd | 23,073 | $1.38M | 0.08% | +647+2.9% | Added |
| Mercer Global Advisors Inc | 19,709 | $1.18M | 0.01% | +14,603+286.0% | Added |
| Janus Henderson Group PLC | 19,667 | $1.17M | 0.00% | +3,098+18.7% | Added |
| Deutsche Bank AG | 19,160 | $1.14M | 0.00% | +5,307+38.3% | Added |
| BNP Paribas Arbitrage, SA | 18,819 | $1.12M | 0.00% | +9,996+113.3% | Added |
| New York State Common Retirement Fund | 18,634 | $1.11M | 0.00% | −27,804−59.9% | Reduced |
| Ensign Peak Advisors, Inc | 18,350 | $1.09M | 0.00% | +250+1.4% | Added |
| Thrivent Financial for Lutherans | 17,952 | $1.07M | 0.00% | +17,952 | New |
| Two Sigma Investments, LP | 16,700 | $995.5K | 0.00% | +7,800+87.6% | Added |
| Norges Bank | 16,467 | $981.6K | 0.00% | −16,625−50.2% | Reduced |
| Dark Forest Capital Management LP | 15,829 | $943.6K | 0.23% | +10,697+208.4% | Added |
| Robeco Institutional Asset Management B.V. | 15,275 | $910.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,276 | $910.0K | 0.00% | +20.0% | Added |
| Brookfield Asset Management Inc. | 14,941 | $890.6K | 0.00% | +14,941 | New |
| MetLife Investment Management | 14,078 | $839.2K | 0.01% | +222+1.6% | Added |
| Jane Street Group, LLC | 13,729 | $818.4K | 0.00% | −23,015−62.6% | Reduced |
| Teacher Retirement System of Texas | 13,215 | $788.0K | 0.01% | +3,798+40.3% | Added |
| American International Group, Inc. | 12,924 | $770.4K | 0.01% | +257+2.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $758.6K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 12,605 | $751.4K | 0.03% | +12,510+13,168.4% | Added |
| Denali Advisors LLC | 12,600 | $751.1K | 0.31% | −51,841−80.4% | Reduced |
| Arizona State Retirement System | 12,335 | $735.3K | 0.01% | −249−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 11,396 | $679.3K | 0.00% | +58+0.5% | Added |
| Voya Investment Management LLC | 10,849 | $646.7K | 0.00% | −197−1.8% | Reduced |
| Great West Life Assurance Co | 10,672 | $637.0K | 0.00% | −64−0.6% | Reduced |
| SEI Investments Co | 10,675 | $636.3K | 0.00% | +10,675 | New |
| Duality Advisers, LP | 10,363 | $617.7K | 0.07% | −13,387−56.4% | Reduced |
| Bridgewater Associates, LP | 10,245 | $610.7K | 0.00% | +10,245 | New |
| SG Americas Securities, LLC | 9,889 | $589.0K | 0.01% | +668+7.2% | Added |
| FMR LLC | 9,665 | $576.1K | 0.00% | +256+2.7% | Added |
| TD Private Client Wealth LLC | 8,660 | $516.2K | 0.02% | +8,660 | New |
| Wells Fargo & Company | 8,623 | $514.0K | 0.00% | −7,911−47.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,129 | $484.6K | 0.01% | +661+8.9% | Added |