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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 17,952 | $1.07M | 0.00% | +17,952 | New |
| Ensign Peak Advisors, Inc | 18,350 | $1.09M | 0.00% | +250+1.4% | Added |
| New York State Common Retirement Fund | 18,634 | $1.11M | 0.00% | −27,804−59.9% | Reduced |
| BNP Paribas Arbitrage, SA | 18,819 | $1.12M | 0.00% | +9,996+113.3% | Added |
| Deutsche Bank AG | 19,160 | $1.14M | 0.00% | +5,307+38.3% | Added |
| Janus Henderson Group PLC | 19,667 | $1.17M | 0.00% | +3,098+18.7% | Added |
| Mercer Global Advisors Inc | 19,709 | $1.18M | 0.01% | +14,603+286.0% | Added |
| Winton Group Ltd | 23,073 | $1.38M | 0.08% | +647+2.9% | Added |
| Putnam Investments LLC | 24,322 | $1.45M | 0.00% | −10,588−30.3% | Reduced |
| Caption Management, LLC | 24,740 | $1.47M | 0.32% | +10,740+76.7% | Added |
| Allianz Asset Management GmbH | 25,994 | $1.55M | 0.00% | +481+1.9% | Added |
| Graham Capital Management, L.P. | 26,539 | $1.58M | 0.06% | +11,578+77.4% | Added |
| Macquarie Group Ltd | 28,672 | $1.71M | 0.00% | +28,672 | New |
| Moran Wealth Management, LLC | 28,681 | $1.71M | 0.06% | +12,148+73.5% | Added |
| South Dakota Investment Council | 30,000 | $1.79M | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 30,929 | $1.84M | 0.00% | +1,095+3.7% | Added |
| AQR Capital Management LLC | 30,933 | $1.84M | 0.00% | −5,248−14.5% | Reduced |
| Alyeska Investment Group, L.P. | 33,503 | $2.00M | 0.02% | −115,400−77.5% | Reduced |
| E. Ohman J:or Asset Management AB | 33,711 | $2.01M | 0.08% | −3,469−9.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 36,498 | $2.18M | 0.01% | −1,068−2.8% | Reduced |
| State of New Jersey Common Pension Fund D | 38,076 | $2.27M | 0.01% | −2,511−6.2% | Reduced |
| UBS Group AG | 39,037 | $2.33M | 0.00% | +24,666+171.6% | Added |
| NFJ Investment Group, LLC | 42,531 | $2.54M | 0.07% | −64−0.2% | Reduced |
| Bank of America Corp | 43,623 | $2.60M | 0.00% | −79,381−64.5% | Reduced |
| Rhumbline Advisers | 44,122 | $2.63M | 0.00% | −708−1.6% | Reduced |
| Invesco Ltd. | 45,921 | $2.74M | 0.00% | −79,082−63.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 46,502 | $2.77M | 0.65% | −19,498−29.5% | Reduced |
| California State Teachers Retirement System | 47,359 | $2.82M | 0.00% | −2,134−4.3% | Reduced |
| Prudential Financial Inc | 66,894 | $3.05M | 0.00% | −18,600−21.8% | Reduced |
| Principal Financial Group Inc | 52,034 | $3.10M | 0.00% | +52,034 | New |
| Millennium Management LLC | 52,297 | $3.12M | 0.00% | −54,884−51.2% | Reduced |
| LSV Asset Management | 53,212 | $3.17M | 0.01% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 53,603 | $3.20M | 1.56% | −31,397−36.9% | Reduced |
| Credit Suisse AG | 54,923 | $3.27M | 0.00% | +293+0.5% | Added |
| Qube Research & Technologies Ltd | 55,671 | $3.32M | 0.02% | +36,881+196.3% | Added |
| Amundi | 57,640 | $3.48M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 58,767 | $3.50M | 0.00% | +7,457+14.5% | Added |
| UBS Asset Management Americas Inc | 61,273 | $3.65M | 0.00% | +2,526+4.3% | Added |
| Bridgeway Capital Management, LLC | 61,796 | $3.68M | 0.10% | +61,796 | New |
| Weiss Multi-Strategy Advisers LLC | 65,000 | $3.88M | 0.09% | +25,432+64.3% | Added |
| Schonfeld Strategic Advisors LLC | 65,700 | $3.92M | 0.04% | +4,834+7.9% | Added |
| Advantage Alpha Capital Partners LP | 68,852 | $4.10M | 0.85% | −14,847−17.7% | Reduced |
| First Trust Advisors LP | 70,829 | $4.22M | 0.00% | −11,644−14.1% | Reduced |
| TD Asset Management Inc | 77,138 | $4.60M | 0.01% | −2,006−2.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 85,385 | $5.09M | 0.12% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 801,420 | $5.28M | 0.00% | +790,151+7,011.7% | Added |
| Gator Capital Management, LLC | 89,225 | $5.32M | 4.12% | −13,200−12.9% | Reduced |
| Swiss National Bank | 91,900 | $5.48M | 0.00% | −15,700−14.6% | Reduced |
| Morgan Stanley | 108,344 | $6.46M | 0.00% | +24,866+29.8% | Added |
| Walleye Capital LLC | 115,686 | $6.90M | 0.14% | −34,800−23.1% | Reduced |
| Nuveen Asset Management, LLC | 123,792 | $7.38M | 0.00% | −9,844−7.4% | Reduced |
| Brandywine Global Investment Management, LLC | 130,547 | $7.78M | 0.06% | +50,791+63.7% | Added |
| Price T Rowe Associates Inc | 163,944 | $9.77M | 0.00% | +13,696+9.1% | Added |
| Man Group plc | – | $12.0M | 0.04% | – | – |
| Susquehanna International Group, LLP | 205,079 | $12.2M | 0.02% | +130,229+174.0% | Added |
| Bank of New York Mellon Corp | 242,099 | $14.4M | 0.00% | −20,584−7.8% | Reduced |
| American Century Companies Inc | 252,249 | $14.7M | 0.01% | +25,502+11.2% | Added |
| LMR Partners LLP | 261,146 | $15.6M | 0.34% | +261,146 | New |
| Arrowstreet Capital, Limited Partnership | 269,251 | $16.1M | 0.02% | −272,925−50.3% | Reduced |
| JPMorgan Chase & Co | 282,036 | $16.8M | 0.00% | +55,577+24.5% | Added |
| Alliancebernstein L.P. | 310,102 | $18.5M | 0.01% | −132,900−30.0% | Reduced |
| Citadel Advisors LLC | 311,872 | $18.6M | 0.02% | +298,228+2,185.8% | Added |
| Charles Schwab Investment Management Inc | 389,097 | $23.2M | 0.01% | +12,205+3.2% | Added |
| Northern Trust Corp | 405,026 | $24.1M | 0.00% | −7,553−1.8% | Reduced |
| Goldman Sachs Group Inc | 452,955 | $27.0M | 0.01% | +53,009+13.3% | Added |
| Geode Capital Management, LLC | 535,622 | $31.9M | 0.00% | +13,296+2.5% | Added |
| Basswood Capital Management, L.L.C. | 537,262 | $32.0M | 2.23% | +202,488+60.5% | Added |
| Epoch Investment Partners, Inc. | 728,938 | $43.5M | 0.26% | +201,869+38.3% | Added |
| State Street Corp | 916,350 | $54.6M | 0.00% | −77,616−7.8% | Reduced |
| BlackRock Inc. | 2,062,332 | $122.9M | 0.00% | −32,759−1.6% | Reduced |
| Dimensional Fund Advisors LP | 2,426,373 | $144.6M | 0.05% | +410,205+20.3% | Added |
| Vanguard Group Inc | 2,463,244 | $146.8M | 0.00% | +37,383+1.5% | Added |
| Senvest Management, LLC | 2,892,009 | $172.4M | 6.27% | +382,434+15.2% | Added |
| MFN Partners Management, LP | 4,531,792 | $270.1M | 12.21% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 5,136,785 | $306.2M | 0.22% | +144,254+2.9% | Added |
| Quilter Plc | 250 | – | – | +250 | New |
| Boston Partners | 0 | $0 | 0.00% | −329,299−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −245,345−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −47,018−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −43,968−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −36,637−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −34,583−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,348−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −31,123−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −26,215−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −25,948−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −17,102−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −16,760−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −14,737−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,763−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −11,797−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,014−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,725−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,503−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,005−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −6,543−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,840−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,740−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −4,710−100.0% | Sold out |