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
- −107.8K (−0.4%) vs. Q1 2023
- Total value
- $2.07B
- +$339.6M (+19.6%) vs. Q1 2023
- New holders
- 25
- 46 more added
- Sold out
- 31
- 61 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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $141 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $562 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9 | $633 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $633 | 0.00% | +9 | New |
| Disciplined Investments, LLC | 10 | $703 | 0.00% | +1+11.1% | Added |
| Parallel Advisors, LLC | 12 | $844 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $915 | 0.00% | +1+8.3% | Added |
| Lindbrook Capital, LLC | 14 | $984 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $1.20K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 17 | $1.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.55K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $1.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.25K | 0.00% | +1+3.2% | Added |
| Harbour Investments, Inc. | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 37 | $2.60K | 0.00% | −2−5.1% | Reduced |
| ClariVest Asset Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 58 | $4.08K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $7.03K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 104 | $7.34K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $7.66K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 175 | $12.3K | 0.00% | −16−8.4% | Reduced |
| Cutler Group LP | 218 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $22.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 670 | $47.1K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 747 | $53.0K | 0.00% | −13−1.7% | Reduced |
| US Bancorp | 760 | $53.4K | 0.00% | −107−12.3% | Reduced |
| Covestor Ltd | 1,135 | $80.0K | 0.06% | −230−16.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,260 | $88.6K | 0.00% | +718+132.5% | Added |
| Metropolitan Life Insurance Co | 1,470 | $103.4K | 0.01% | +53+3.7% | Added |
| Ameritas Investment Partners, Inc. | 2,165 | $152.2K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,643 | $186.0K | 0.00% | −326−11.0% | Reduced |
| SG Americas Securities, LLC | 2,718 | $191.0K | 0.00% | −7,171−72.5% | Reduced |
| Foster & Motley Inc | 2,963 | $208.0K | 0.02% | +2,963 | New |
| Two Sigma Securities, LLC | 3,107 | $218.5K | 0.02% | −2,263−42.1% | Reduced |
| Captrust Financial Advisors | 3,249 | $228.4K | 0.00% | +3,249 | New |
| ProShare Advisors LLC | 3,321 | $233.5K | 0.00% | +3,321 | New |
| D. E. Shaw & Co., Inc. | 3,400 | $239.1K | 0.00% | +3,400 | New |
| Nations Financial Group Inc, | 3,600 | $253.1K | 0.02% | −158−4.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,687 | $259.2K | 0.00% | −11,588−75.9% | Reduced |
| Walleye Capital LLC | 3,832 | $269.4K | 0.00% | −111,854−96.7% | Reduced |
| Sciencast Management LP | 3,999 | $269.7K | 0.22% | +3,999 | New |
| Allspring Global Investments Holdings, LLC | 3,915 | $275.3K | 0.00% | +819+26.5% | Added |
| Advisor Group Holdings, Inc. | 4,595 | $322.8K | 0.00% | +59+1.3% | Added |
| Hancock Whitney Corp | 5,016 | $353.0K | 0.01% | −2,098−29.5% | Reduced |
| XTX Topco Ltd | 5,026 | $353.4K | 0.06% | +5,026 | New |
| Pictet Asset Management SA | 5,270 | $370.5K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,300 | $373.0K | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 5,588 | $392.9K | 0.00% | −27,915−83.3% | Reduced |
| One Capital Management, LLC | 5,642 | $396.7K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,660 | $397.0K | 0.00% | +190+3.5% | Added |
| Caxton Associates LP | 5,668 | $398.5K | 0.06% | +486+9.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,749 | $404.2K | 0.01% | −2,380−29.3% | Reduced |
| FJ Capital Management LLC | 5,853 | $411.5K | 0.05% | +5,853 | New |
| Vise Technologies, Inc. | 5,928 | $416.8K | 0.10% | −2,101−26.2% | Reduced |
| Cannon Global Investment Management, LLC | 6,000 | $421.9K | 2.19% | +6,000 | New |
| Public Employees Retirement Association of Colorado | 6,421 | $451.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 6,619 | $465.4K | 0.25% | +6,619 | New |
| BlueCrest Capital Management Ltd | 6,692 | $470.5K | 0.06% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,918 | $486.4K | 0.01% | −1,199−14.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,132 | $501.5K | 0.00% | +1,186+19.9% | Added |
| Winton Group Ltd | 7,186 | $505.2K | 0.04% | −15,887−68.9% | Reduced |
| State Board of Administration of Florida Retirement System | 7,253 | $510.0K | 0.00% | +7,253 | New |
| State of Wisconsin Investment Board | 7,662 | $538.7K | 0.00% | +2,299+42.9% | Added |
| State of Wyoming | 7,803 | $548.6K | 0.16% | +1,261+19.3% | Added |
| TD Private Client Wealth LLC | 8,557 | $601.6K | 0.03% | −103−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 8,693 | $611.2K | 0.01% | +8,693 | New |
| FMR LLC | 8,839 | $621.5K | 0.00% | −826−8.5% | Reduced |
| Quantbot Technologies LP | 9,342 | $656.8K | 0.04% | +4,672+100.0% | Added |
| Teacher Retirement System of Texas | 9,389 | $660.0K | 0.00% | −3,826−29.0% | Reduced |
| HRT Financial LP | 9,473 | $666.0K | 0.01% | +9,473 | New |
| BNP Paribas Arbitrage, SA | 10,104 | $710.4K | 0.00% | −8,715−46.3% | Reduced |
| Voya Investment Management LLC | 10,327 | $726.1K | 0.00% | −522−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 10,705 | $752.7K | 0.00% | −691−6.1% | Reduced |
| Deutsche Bank AG | 11,822 | $831.2K | 0.00% | −7,338−38.3% | Reduced |
| Arizona State Retirement System | 11,945 | $839.9K | 0.01% | −390−3.2% | Reduced |
| Putnam Investments LLC | 12,182 | $856.5K | 0.00% | −12,140−49.9% | Reduced |
| Commonwealth Equity Services, LLC | 12,273 | $863.0K | 0.00% | −3,003−19.7% | Reduced |
| American International Group, Inc. | 12,288 | $864.0K | 0.01% | −636−4.9% | Reduced |
| Denali Advisors LLC | 12,600 | $885.9K | 0.31% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 12,601 | $886.0K | 0.03% | −40.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $894.8K | 0.00% | 00.0% | Unchanged |
| HighVista Strategies LLC | 13,137 | $923.7K | 0.42% | +13,137 | New |
| MetLife Investment Management | 13,505 | $949.5K | 0.01% | −573−4.1% | Reduced |
| Susquehanna International Group, LLP | 13,984 | $983.2K | 0.00% | −191,095−93.2% | Reduced |
| Millennium Management LLC | 14,153 | $995.1K | 0.00% | −38,144−72.9% | Reduced |
| Kingsview Wealth Management, LLC | 14,452 | $1.02M | 0.04% | +14,452 | New |
| IMC-Chicago, LLC | 14,527 | $1.02M | 0.03% | +14,527 | New |
| Thrivent Financial for Lutherans | 14,747 | $1.04M | 0.00% | −3,205−17.9% | Reduced |
| New York State Common Retirement Fund | 14,810 | $1.04M | 0.00% | −3,824−20.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 15,305 | $1.08M | 0.04% | −70,080−82.1% | Reduced |
| Wells Fargo & Company | 15,573 | $1.09M | 0.00% | +6,950+80.6% | Added |
| Russell Investments Group, Ltd. | 15,744 | $1.11M | 0.00% | +15,744 | New |
| Norges Bank | 16,467 | $1.16M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 16,700 | $1.17M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 16,860 | $1.19M | 0.00% | +6,188+58.0% | Added |
| Ensign Peak Advisors, Inc | 18,350 | $1.29M | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 18,579 | $1.31M | 0.01% | +18,579 | New |