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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 5 | $103 | 0.00% | −2−28.6% | Reduced |
| Tfo-TDC, LLC | 2 | $119 | 0.00% | −2−50.0% | Reduced |
| Farther Finance Advisors, LLC | 8 | $477 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9 | $536 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $536 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $656 | 0.00% | +2+22.2% | Added |
| Parallel Advisors, LLC | 12 | $715 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $716 | 0.00% | −3−20.0% | Reduced |
| Lindbrook Capital, LLC | 14 | $835 | 0.00% | −38−73.1% | Reduced |
| Nisa Investment Advisors, LLC | 17 | $1.00K | 0.00% | −700−97.6% | Reduced |
| Steward Financial Group LLC | 33 | $1.00K | 0.00% | +18+120.0% | Added |
| Global Retirement Partners, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Allworth Financial LP | 21 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.31K | 0.00% | −19−46.3% | Reduced |
| RFP Financial Group LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $1.85K | 0.00% | +5+19.2% | Added |
| ClariVest Asset Management LLC | 37 | $2.00K | 0.00% | −2−5.1% | Reduced |
| Harbour Investments, Inc. | 36 | $2.13K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 39 | $2.33K | 0.00% | +2+5.4% | Added |
| Barclays PLC | 52 | $3.10K | 0.00% | −25−32.5% | Reduced |
| Spire Wealth Management | 55 | $3.28K | 0.00% | −69−55.6% | Reduced |
| Schubert & Co | 55 | $3.28K | 0.00% | +6+12.2% | Added |
| Optimum Investment Advisors | 58 | $3.46K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 84 | $5.00K | 0.00% | +84 | New |
| Webster Bank, N. A. | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 104 | $6.20K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $6.50K | 0.00% | −22−16.8% | Reduced |
| CWM, LLC | 143 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 179 | $10.7K | 0.00% | +179 | New |
| Hexagon Capital Partners LLC | 191 | $11.4K | 0.00% | −4−2.1% | Reduced |
| Cutler Group LP | 218 | $12.0K | 0.00% | −3,306−93.8% | Reduced |
| Fifth Third Bancorp | 228 | $13.6K | 0.00% | +228 | New |
| TCI Wealth Advisors, Inc. | 235 | $14.0K | 0.00% | −1−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $19.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 542 | $32.0K | 0.00% | +203+59.9% | Added |
| Lazard Asset Management LLC | 595 | $35.0K | 0.00% | +595 | New |
| Cape Investment Advisory, Inc. | 670 | $39.9K | 0.02% | +670 | New |
| Public Employees Retirement System of Ohio | 760 | $45.0K | 0.00% | −5,049−86.9% | Reduced |
| US Bancorp | 867 | $51.7K | 0.00% | +190+28.1% | Added |
| Westpac Banking Corp | 1,079 | $64.3K | 0.00% | +1,079 | New |
| Covestor Ltd | 1,365 | $81.0K | 0.07% | −415−23.3% | Reduced |
| Metropolitan Life Insurance Co | 1,417 | $84.5K | 0.00% | −277−16.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,165 | $129.1K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,969 | $177.0K | 0.00% | −759−20.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,096 | $184.6K | 0.00% | +1,013+48.6% | Added |
| Nations Financial Group Inc, | 3,758 | $224.0K | 0.02% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,875 | $231.0K | 0.12% | +3,875 | New |
| UBS Oconnor LLC | 4,035 | $240.5K | 0.01% | +4,035 | New |
| Gotham Asset Management, LLC | 4,165 | $248.3K | 0.01% | −394−8.6% | Reduced |
| Advisors Asset Management, Inc. | 4,187 | $249.6K | 0.01% | −85−2.0% | Reduced |
| Axq Capital, LP | 4,270 | $254.5K | 0.10% | −207−4.6% | Reduced |
| Simplex Trading, LLC | 4,324 | $257.0K | 0.01% | +4,324 | New |
| Kula Investments, LLC | 4,418 | $263.4K | 0.06% | +4,418 | New |
| Advisor Group Holdings, Inc. | 4,536 | $270.3K | 0.00% | +559+14.1% | Added |
| Mackenzie Financial Corp | 4,624 | $275.6K | 0.00% | +4,624 | New |
| Quantbot Technologies LP | 4,670 | $278.4K | 0.02% | +1,999+74.8% | Added |
| Caxton Associates LP | 5,182 | $308.9K | 0.05% | +5,182 | New |
| Pictet Asset Management SA | 5,270 | $314.1K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,300 | $316.0K | 0.00% | +5,300 | New |
| State of Wisconsin Investment Board | 5,363 | $319.7K | 0.00% | −12,995−70.8% | Reduced |
| Two Sigma Securities, LLC | 5,370 | $320.1K | 0.03% | +5,370 | New |
| Royal Bank of Canada | 5,470 | $326.0K | 0.00% | −2,101−27.8% | Reduced |
| One Capital Management, LLC | 5,642 | $336.3K | 0.02% | −69−1.2% | Reduced |
| Bayesian Capital Management, LP | 5,686 | $338.9K | 0.04% | +2,100+58.6% | Added |
| Citigroup Inc | 5,768 | $343.8K | 0.00% | +545+10.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,946 | $354.4K | 0.00% | −55−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,421 | $383.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,542 | $390.0K | 0.13% | +1,030+18.7% | Added |
| BlueCrest Capital Management Ltd | 6,692 | $398.9K | 0.04% | −80,700−92.3% | Reduced |
| Hancock Whitney Corp | 7,114 | $424.0K | 0.02% | −459−6.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,510 | $447.7K | 0.05% | +7,510 | New |
| Summit Wealth & Retirement Planning, Inc. | 7,725 | $460.5K | 0.17% | −5,554−41.8% | Reduced |
| Vise Technologies, Inc. | 8,029 | $478.6K | 0.13% | −1,271−13.7% | Reduced |
| Bank of Montreal | 8,080 | $482.1K | 0.00% | +8,080 | New |
| New York Life Investment Management LLC | 8,117 | $483.9K | 0.01% | −2,548−23.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,129 | $484.6K | 0.01% | +661+8.9% | Added |
| Wells Fargo & Company | 8,623 | $514.0K | 0.00% | −7,911−47.8% | Reduced |
| TD Private Client Wealth LLC | 8,660 | $516.2K | 0.02% | +8,660 | New |
| FMR LLC | 9,665 | $576.1K | 0.00% | +256+2.7% | Added |
| SG Americas Securities, LLC | 9,889 | $589.0K | 0.01% | +668+7.2% | Added |
| Bridgewater Associates, LP | 10,245 | $610.7K | 0.00% | +10,245 | New |
| Duality Advisers, LP | 10,363 | $617.7K | 0.07% | −13,387−56.4% | Reduced |
| SEI Investments Co | 10,675 | $636.3K | 0.00% | +10,675 | New |
| Great West Life Assurance Co | 10,672 | $637.0K | 0.00% | −64−0.6% | Reduced |
| Voya Investment Management LLC | 10,849 | $646.7K | 0.00% | −197−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 11,396 | $679.3K | 0.00% | +58+0.5% | Added |
| Arizona State Retirement System | 12,335 | $735.3K | 0.01% | −249−2.0% | Reduced |
| Denali Advisors LLC | 12,600 | $751.1K | 0.31% | −51,841−80.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 12,605 | $751.4K | 0.03% | +12,510+13,168.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $758.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 12,924 | $770.4K | 0.01% | +257+2.0% | Added |
| Teacher Retirement System of Texas | 13,215 | $788.0K | 0.01% | +3,798+40.3% | Added |
| Jane Street Group, LLC | 13,729 | $818.4K | 0.00% | −23,015−62.6% | Reduced |
| MetLife Investment Management | 14,078 | $839.2K | 0.01% | +222+1.6% | Added |
| Brookfield Asset Management Inc. | 14,941 | $890.6K | 0.00% | +14,941 | New |
| Commonwealth Equity Services, LLC | 15,276 | $910.0K | 0.00% | +20.0% | Added |
| Robeco Institutional Asset Management B.V. | 15,275 | $910.5K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 15,829 | $943.6K | 0.23% | +10,697+208.4% | Added |
| Norges Bank | 16,467 | $981.6K | 0.00% | −16,625−50.2% | Reduced |
| Two Sigma Investments, LP | 16,700 | $995.5K | 0.00% | +7,800+87.6% | Added |