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, Q2 2023
Institutional positions in PennyMac Financial Services, Inc. as of Jun 30, 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
- 169
- −6 vs. Q1 2023
- Shares held
- 29.5M
- −248.0K (−0.8%) vs. Q1 2023
- Total value
- $2.07B
- +$331.0M (+19.0%) vs. Q1 2023
- New holders
- 25
- 46 more added
- Sold out
- 31
- 62 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 5,071,854 | $356.6M | 0.24% | −64,931−1.3% | Reduced |
| MFN Partners Management, LP | 4,531,792 | $318.6M | 10.35% | 00.0% | Unchanged |
| Senvest Management, LLC | 2,755,595 | $193.7M | 6.39% | −136,414−4.7% | Reduced |
| Vanguard Group Inc | 2,607,655 | $183.3M | 0.00% | +144,411+5.9% | Added |
| Dimensional Fund Advisors LP | 2,573,986 | $181.0M | 0.06% | +147,613+6.1% | Added |
| BlackRock Inc. | 2,013,978 | $141.6M | 0.00% | −48,354−2.3% | Reduced |
| State Street Corp | 892,756 | $62.8M | 0.00% | −23,594−2.6% | Reduced |
| Citadel Advisors LLC | 729,063 | $51.3M | 0.06% | +417,191+133.8% | Added |
| Epoch Investment Partners, Inc. | 715,015 | $50.3M | 0.29% | −13,923−1.9% | Reduced |
| Geode Capital Management, LLC | 535,410 | $37.6M | 0.00% | −2120.0% | Reduced |
| Basswood Capital Management, L.L.C. | 516,043 | $36.3M | 2.67% | −21,219−3.9% | Reduced |
| Goldman Sachs Group Inc | 411,909 | $29.0M | 0.01% | −41,046−9.1% | Reduced |
| Northern Trust Corp | 399,384 | $28.1M | 0.01% | −5,642−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 385,943 | $27.1M | 0.01% | −3,154−0.8% | Reduced |
| JPMorgan Chase & Co | 339,904 | $23.9M | 0.00% | +57,868+20.5% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 339,162 | $23.8M | 7.07% | +339,162 | New |
| Invesco Ltd. | 332,116 | $23.4M | 0.01% | +286,195+623.2% | Added |
| American Century Companies Inc | 261,469 | $18.4M | 0.01% | +9,220+3.7% | Added |
| Arrowstreet Capital, Limited Partnership | 251,959 | $17.7M | 0.02% | −17,292−6.4% | Reduced |
| Bank of New York Mellon Corp | 227,235 | $16.0M | 0.00% | −14,864−6.1% | Reduced |
| Man Group plc | 184,929 | $13.0M | 0.04% | – | – |
| Price T Rowe Associates Inc | 158,978 | $11.2M | 0.00% | −4,966−3.0% | Reduced |
| Alliancebernstein L.P. | 153,252 | $10.8M | 0.00% | −156,850−50.6% | Reduced |
| Brandywine Global Investment Management, LLC | 131,315 | $9.23M | 0.08% | −129,779−49.7% | Reduced |
| Nuveen Asset Management, LLC | 125,550 | $8.83M | 0.00% | +1,758+1.4% | Added |
| Conversant Capital LLC | 125,000 | $8.79M | 3.04% | +125,000 | New |
| Morgan Stanley | 112,488 | $7.91M | 0.00% | +4,144+3.8% | Added |
| Cambria Investment Management, L.P. | 102,672 | $7.22M | 0.60% | +102,672 | New |
| Envestnet Asset Management Inc | 102,071 | $7.18M | 0.00% | −699,349−87.3% | Reduced |
| Principal Financial Group Inc | 100,309 | $7.05M | 0.00% | +48,275+92.8% | Added |
| Brookfield Asset Management Inc. | 97,156 | $6.83M | 0.03% | +82,215+550.3% | Added |
| Swiss National Bank | 92,500 | $6.50M | 0.00% | +600+0.7% | Added |
| TD Asset Management Inc | 74,338 | $5.23M | 0.01% | −2,800−3.6% | Reduced |
| Advantage Alpha Capital Partners LP | 74,140 | $5.21M | 1.04% | +5,288+7.7% | Added |
| UBS Group AG | 72,811 | $5.12M | 0.00% | +33,774+86.5% | Added |
| Bridgeway Capital Management, LLC | 66,000 | $4.64M | 0.11% | +4,204+6.8% | Added |
| First Trust Advisors LP | 62,173 | $4.37M | 0.00% | −8,656−12.2% | Reduced |
| Credit Suisse AG | 57,240 | $4.02M | 0.00% | +2,317+4.2% | Added |
| K2 Principal Fund, L.P. | 56,373 | $3.96M | 1.26% | +56,373 | New |
| Macquarie Group Ltd | 54,945 | $3.86M | 0.00% | +26,273+91.6% | Added |
| LSV Asset Management | 53,212 | $3.74M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 61,273 | $3.65M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 50,344 | $3.54M | 0.00% | +6,721+15.4% | Added |
| Rhumbline Advisers | 46,965 | $3.30M | 0.00% | +2,843+6.4% | Added |
| Prescott Group Capital Management, L.L.C. | 46,015 | $3.23M | 0.71% | −487−1.0% | Reduced |
| California State Teachers Retirement System | 45,915 | $3.23M | 0.00% | −1,444−3.0% | Reduced |
| Amundi | 45,735 | $3.21M | 0.00% | −11,905−20.7% | Reduced |
| Allianz Asset Management GmbH | 43,917 | $3.09M | 0.01% | +17,923+69.0% | Added |
| Victory Capital Management Inc | 43,047 | $3.03M | 0.00% | −15,720−26.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 39,767 | $2.80M | 0.06% | −25,233−38.8% | Reduced |
| State of New Jersey Common Pension Fund D | 38,076 | $2.68M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 36,267 | $2.55M | 0.00% | +5,338+17.3% | Added |
| Palogic Value Management, L.P. | 36,103 | $2.54M | 1.19% | −17,500−32.6% | Reduced |
| E. Ohman J:or Asset Management AB | 34,511 | $2.43M | 0.09% | +800+2.4% | Added |
| South Dakota Investment Council | 32,439 | $2.28M | 0.05% | +2,439+8.1% | Added |
| Simplex Trading, LLC | 32,281 | $2.27M | 0.10% | +27,957+646.6% | Added |
| Moran Wealth Management, LLC | 29,910 | $2.10M | 0.08% | +1,229+4.3% | Added |
| Edgestream Partners, L.P. | 29,105 | $2.05M | 0.19% | +29,105 | New |
| Mitsubishi UFJ Trust & Banking Corp | 28,777 | $2.02M | 0.00% | −7,721−21.2% | Reduced |
| Prudential Financial Inc | 44,247 | $2.02M | 0.00% | −22,647−33.9% | Reduced |
| AQR Capital Management LLC | 27,137 | $1.91M | 0.00% | −3,796−12.3% | Reduced |
| Federated Hermes, Inc. | 27,061 | $1.90M | 0.00% | +27,061 | New |
| Barclays PLC | 26,917 | $1.89M | 0.00% | +26,865+51,663.5% | Added |
| Mercer Global Advisors Inc | 23,505 | $1.65M | 0.01% | +3,796+19.3% | Added |
| Citigroup Inc | 21,653 | $1.52M | 0.00% | +15,885+275.4% | Added |
| Dark Forest Capital Management LP | 20,488 | $1.44M | 0.15% | +4,659+29.4% | Added |
| EMG Holdings, L.P. | 20,134 | $1.42M | 0.86% | +20,134 | New |
| Janus Henderson Group PLC | 19,748 | $1.39M | 0.00% | +81+0.4% | Added |
| Jane Street Group, LLC | 19,634 | $1.38M | 0.00% | +5,905+43.0% | Added |
| Nomura Holdings Inc | 18,579 | $1.31M | 0.01% | +18,579 | New |
| Ensign Peak Advisors, Inc | 18,350 | $1.29M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 16,860 | $1.19M | 0.00% | +6,188+58.0% | Added |
| Two Sigma Investments, LP | 16,700 | $1.17M | 0.00% | 00.0% | Unchanged |
| Norges Bank | 16,467 | $1.16M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15,744 | $1.11M | 0.00% | +15,744 | New |
| Wells Fargo & Company | 15,573 | $1.09M | 0.00% | +6,950+80.6% | Added |
| Susquehanna Fundamental Investments, LLC | 15,305 | $1.08M | 0.04% | −70,080−82.1% | Reduced |
| New York State Common Retirement Fund | 14,810 | $1.04M | 0.00% | −3,824−20.5% | Reduced |
| Thrivent Financial for Lutherans | 14,747 | $1.04M | 0.00% | −3,205−17.9% | Reduced |
| IMC-Chicago, LLC | 14,527 | $1.02M | 0.03% | +14,527 | New |
| Kingsview Wealth Management, LLC | 14,452 | $1.02M | 0.04% | +14,452 | New |
| Millennium Management LLC | 14,153 | $995.1K | 0.00% | −38,144−72.9% | Reduced |
| Susquehanna International Group, LLP | 13,984 | $983.2K | 0.00% | −191,095−93.2% | Reduced |
| MetLife Investment Management | 13,505 | $949.5K | 0.01% | −573−4.1% | Reduced |
| HighVista Strategies LLC | 13,137 | $923.7K | 0.42% | +13,137 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $894.8K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 12,601 | $886.0K | 0.03% | −40.0% | Reduced |
| Denali Advisors LLC | 12,600 | $885.9K | 0.31% | 00.0% | Unchanged |
| American International Group, Inc. | 12,288 | $864.0K | 0.01% | −636−4.9% | Reduced |
| Commonwealth Equity Services, LLC | 12,273 | $863.0K | 0.00% | −3,003−19.7% | Reduced |
| Putnam Investments LLC | 12,182 | $856.5K | 0.00% | −12,140−49.9% | Reduced |
| Arizona State Retirement System | 11,945 | $839.9K | 0.01% | −390−3.2% | Reduced |
| Deutsche Bank AG | 11,822 | $831.2K | 0.00% | −7,338−38.3% | Reduced |
| Manufacturers Life Insurance Company, The | 10,705 | $752.7K | 0.00% | −691−6.1% | Reduced |
| Voya Investment Management LLC | 10,327 | $726.1K | 0.00% | −522−4.8% | Reduced |
| BNP Paribas Arbitrage, SA | 10,104 | $710.4K | 0.00% | −8,715−46.3% | Reduced |
| HRT Financial LP | 9,473 | $666.0K | 0.01% | +9,473 | New |
| Teacher Retirement System of Texas | 9,389 | $660.0K | 0.00% | −3,826−29.0% | Reduced |
| Quantbot Technologies LP | 9,342 | $656.8K | 0.04% | +4,672+100.0% | Added |
| FMR LLC | 8,839 | $621.5K | 0.00% | −10,491−54.3% | Reduced |