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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 8,117 | $483.9K | 0.01% | −2,548−23.9% | Reduced |
| Bank of Montreal | 8,080 | $482.1K | 0.00% | +8,080 | New |
| Vise Technologies, Inc. | 8,029 | $478.6K | 0.13% | −1,271−13.7% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 7,725 | $460.5K | 0.17% | −5,554−41.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,510 | $447.7K | 0.05% | +7,510 | New |
| Hancock Whitney Corp | 7,114 | $424.0K | 0.02% | −459−6.1% | Reduced |
| BlueCrest Capital Management Ltd | 6,692 | $398.9K | 0.04% | −80,700−92.3% | Reduced |
| State of Wyoming | 6,542 | $390.0K | 0.13% | +1,030+18.7% | Added |
| Public Employees Retirement Association of Colorado | 6,421 | $383.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,946 | $354.4K | 0.00% | −55−0.9% | Reduced |
| Citigroup Inc | 5,768 | $343.8K | 0.00% | +545+10.4% | Added |
| Bayesian Capital Management, LP | 5,686 | $338.9K | 0.04% | +2,100+58.6% | Added |
| One Capital Management, LLC | 5,642 | $336.3K | 0.02% | −69−1.2% | Reduced |
| Royal Bank of Canada | 5,470 | $326.0K | 0.00% | −2,101−27.8% | Reduced |
| Two Sigma Securities, LLC | 5,370 | $320.1K | 0.03% | +5,370 | New |
| State of Wisconsin Investment Board | 5,363 | $319.7K | 0.00% | −12,995−70.8% | Reduced |
| Handelsbanken Fonder AB | 5,300 | $316.0K | 0.00% | +5,300 | New |
| Pictet Asset Management SA | 5,270 | $314.1K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 5,182 | $308.9K | 0.05% | +5,182 | New |
| Quantbot Technologies LP | 4,670 | $278.4K | 0.02% | +1,999+74.8% | Added |
| Mackenzie Financial Corp | 4,624 | $275.6K | 0.00% | +4,624 | New |
| Advisor Group Holdings, Inc. | 4,536 | $270.3K | 0.00% | +559+14.1% | Added |
| Kula Investments, LLC | 4,418 | $263.4K | 0.06% | +4,418 | New |
| Simplex Trading, LLC | 4,324 | $257.0K | 0.01% | +4,324 | New |
| Axq Capital, LP | 4,270 | $254.5K | 0.10% | −207−4.6% | Reduced |
| Advisors Asset Management, Inc. | 4,187 | $249.6K | 0.01% | −85−2.0% | Reduced |
| Gotham Asset Management, LLC | 4,165 | $248.3K | 0.01% | −394−8.6% | Reduced |
| UBS Oconnor LLC | 4,035 | $240.5K | 0.01% | +4,035 | New |
| Quantamental Technologies LLC | 3,875 | $231.0K | 0.12% | +3,875 | New |
| Nations Financial Group Inc, | 3,758 | $224.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,096 | $184.6K | 0.00% | +1,013+48.6% | Added |
| Amalgamated Bank | 2,969 | $177.0K | 0.00% | −759−20.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,165 | $129.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,417 | $84.5K | 0.00% | −277−16.4% | Reduced |
| Covestor Ltd | 1,365 | $81.0K | 0.07% | −415−23.3% | Reduced |
| Westpac Banking Corp | 1,079 | $64.3K | 0.00% | +1,079 | New |
| US Bancorp | 867 | $51.7K | 0.00% | +190+28.1% | Added |
| Public Employees Retirement System of Ohio | 760 | $45.0K | 0.00% | −5,049−86.9% | Reduced |
| Cape Investment Advisory, Inc. | 670 | $39.9K | 0.02% | +670 | New |
| Lazard Asset Management LLC | 595 | $35.0K | 0.00% | +595 | New |
| Tower Research Capital LLC (TRC) | 542 | $32.0K | 0.00% | +203+59.9% | Added |
| Nomura Asset Management Co Ltd | 320 | $19.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 235 | $14.0K | 0.00% | −1−0.4% | Reduced |
| Fifth Third Bancorp | 228 | $13.6K | 0.00% | +228 | New |
| Cutler Group LP | 218 | $12.0K | 0.00% | −3,306−93.8% | Reduced |
| Hexagon Capital Partners LLC | 191 | $11.4K | 0.00% | −4−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 179 | $10.7K | 0.00% | +179 | New |
| CWM, LLC | 143 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $6.50K | 0.00% | −22−16.8% | Reduced |
| HighMark Wealth Management LLC | 104 | $6.20K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 84 | $5.00K | 0.00% | +84 | New |
| Optimum Investment Advisors | 58 | $3.46K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 55 | $3.28K | 0.00% | −69−55.6% | Reduced |
| Schubert & Co | 55 | $3.28K | 0.00% | +6+12.2% | Added |
| Barclays PLC | 52 | $3.10K | 0.00% | −25−32.5% | Reduced |
| Quadrant Capital Group LLC | 39 | $2.33K | 0.00% | +2+5.4% | Added |
| Harbour Investments, Inc. | 36 | $2.13K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 37 | $2.00K | 0.00% | −2−5.1% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $1.85K | 0.00% | +5+19.2% | Added |
| RFP Financial Group LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.31K | 0.00% | −19−46.3% | Reduced |
| Allworth Financial LP | 21 | $1.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $1.00K | 0.00% | +17 | New |
| 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 |
| Lindbrook Capital, LLC | 14 | $835 | 0.00% | −38−73.1% | Reduced |
| SJS Investment Consulting Inc. | 12 | $716 | 0.00% | −3−20.0% | Reduced |
| Parallel Advisors, LLC | 12 | $715 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $656 | 0.00% | +2+22.2% | Added |
| Baker Avenue Asset Management, LP | 9 | $536 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $536 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $477 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $119 | 0.00% | −2−50.0% | Reduced |
| IFP Advisors, Inc | 5 | $103 | 0.00% | −2−28.6% | Reduced |
| 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 |