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PennyMac Financial Services, Inc.

PFSI
Exchange
NYSE
Industry
Mortgage Bankers & Loan Correspondents
SEC CIK
0001745916

No open-market purchases or sales by PennyMac Financial Services, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.

Q1 2023 vs. Q4 2022

How the institutions holding PennyMac Financial Services, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of PFSI: Q4 2022 compared with Q1 2023
MeasureQ4 2022Q1 2023Change
Holders179176−3
Shares28.6M29.6M+1.09M (+3.8%)
Value$1.62B$1.74B+$116.8M (+7.2%)

New holders (27)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to PFSI in Q1 2023
InstitutionSharesValue% of portfolio
LMR Partners LLP261,146$15.6M0.34%
Bridgeway Capital Management, LLC61,796$3.68M0.10%
Principal Financial Group Inc52,034$3.10M0.00%
Macquarie Group Ltd28,672$1.71M0.00%
Thrivent Financial for Lutherans17,952$1.07M0.00%
Brookfield Asset Management Inc.14,941$890.6K0.00%
SEI Investments Co10,675$636.3K0.00%
Bridgewater Associates, LP10,245$610.7K0.00%
TD Private Client Wealth LLC8,660$516.2K0.02%
Bank of Montreal8,080$482.1K0.00%
Y-Intercept (Hong Kong) Ltd7,510$447.7K0.05%
Two Sigma Securities, LLC5,370$320.1K0.03%
Handelsbanken Fonder AB5,300$316.0K0.00%
Caxton Associates LP5,182$308.9K0.05%
Mackenzie Financial Corp4,624$275.6K0.00%
Kula Investments, LLC4,418$263.4K0.06%
Simplex Trading, LLC4,324$257.0K0.01%
UBS Oconnor LLC4,035$240.5K0.01%
Quantamental Technologies LLC3,875$231.0K0.12%
Westpac Banking Corp1,079$64.3K0.00%
Cape Investment Advisory, Inc.670$39.9K0.02%
Lazard Asset Management LLC595$35.0K0.00%
Fifth Third Bancorp228$13.6K0.00%
Northwestern Mutual Wealth Management Co179$10.7K0.00%
Ronald Blue Trust, Inc.84$5.00K0.00%
Global Retirement Partners, LLC17$1.00K0.00%
Quilter Plc250––

Sold out (30)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.