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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.

Q2 2023 vs. Q1 2023

How the institutions holding PennyMac Financial Services, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of PFSI: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1761169−6
Shares29.6M4.42K29.5M−107.8K (−0.4%)
Value$1.74B$263.4K$2.07B+$339.6M (+19.6%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to PFSI in Q2 2023
InstitutionSharesValue% of portfolio
Philadelphia Financial Management of San Francisco, LLC339,162$23.8M7.07%
Conversant Capital LLC125,000$8.79M3.04%
Cambria Investment Management, L.P.102,672$7.22M0.60%
K2 Principal Fund, L.P.56,373$3.96M1.26%
Edgestream Partners, L.P.29,105$2.05M0.19%
Federated Hermes, Inc.27,061$1.90M0.00%
EMG Holdings, L.P.20,134$1.42M0.86%
Nomura Holdings Inc18,579$1.31M0.01%
Russell Investments Group, Ltd.15,744$1.11M0.00%
IMC-Chicago, LLC14,527$1.02M0.03%
Kingsview Wealth Management, LLC14,452$1.02M0.04%
HighVista Strategies LLC13,137$923.7K0.42%
HRT Financial LP9,473$666.0K0.01%
Cubist Systematic Strategies, LLC8,693$611.2K0.01%
State Board of Administration of Florida Retirement System7,253$510.0K0.00%
Inceptionr LLC6,619$465.4K0.25%
Cannon Global Investment Management, LLC6,000$421.9K2.19%
FJ Capital Management LLC5,853$411.5K0.05%
XTX Topco Ltd5,026$353.4K0.06%
Sciencast Management LP3,999$269.7K0.22%
D. E. Shaw & Co., Inc.3,400$239.1K0.00%
ProShare Advisors LLC3,321$233.5K0.00%
Captrust Financial Advisors3,249$228.4K0.00%
Foster & Motley Inc2,963$208.0K0.02%
Versant Capital Management, Inc9$6330.00%

Sold out (31)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Not filed for Q2 2023 yet (1)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Kula Investments, LLC4,418$263.4K