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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 19,634 | $1.38M | 0.00% | +5,905+43.0% | Added |
| Janus Henderson Group PLC | 19,748 | $1.39M | 0.00% | +81+0.4% | Added |
| EMG Holdings, L.P. | 20,134 | $1.42M | 0.86% | +20,134 | New |
| Dark Forest Capital Management LP | 20,488 | $1.44M | 0.15% | +4,659+29.4% | Added |
| Citigroup Inc | 21,653 | $1.52M | 0.00% | +15,885+275.4% | Added |
| Mercer Global Advisors Inc | 23,505 | $1.65M | 0.01% | +3,796+19.3% | Added |
| Barclays PLC | 26,917 | $1.89M | 0.00% | +26,865+51,663.5% | Added |
| Federated Hermes, Inc. | 27,061 | $1.90M | 0.00% | +27,061 | New |
| AQR Capital Management LLC | 27,137 | $1.91M | 0.00% | −3,796−12.3% | Reduced |
| Prudential Financial Inc | 44,247 | $2.02M | 0.00% | −22,647−33.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 28,777 | $2.02M | 0.00% | −7,721−21.2% | Reduced |
| Edgestream Partners, L.P. | 29,105 | $2.05M | 0.19% | +29,105 | New |
| Moran Wealth Management, LLC | 29,910 | $2.10M | 0.08% | +1,229+4.3% | Added |
| Simplex Trading, LLC | 32,281 | $2.27M | 0.10% | +27,957+646.6% | Added |
| South Dakota Investment Council | 32,439 | $2.28M | 0.05% | +2,439+8.1% | Added |
| E. Ohman J:or Asset Management AB | 34,511 | $2.43M | 0.09% | +800+2.4% | Added |
| Palogic Value Management, L.P. | 36,103 | $2.54M | 1.19% | −17,500−32.6% | Reduced |
| Legal & General Group Plc | 36,267 | $2.55M | 0.00% | +5,338+17.3% | Added |
| State of New Jersey Common Pension Fund D | 38,076 | $2.68M | 0.01% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 39,767 | $2.80M | 0.06% | −25,233−38.8% | Reduced |
| Victory Capital Management Inc | 43,047 | $3.03M | 0.00% | −15,720−26.7% | Reduced |
| Allianz Asset Management GmbH | 43,917 | $3.09M | 0.01% | +17,923+69.0% | Added |
| Amundi | 45,735 | $3.21M | 0.00% | −11,905−20.7% | Reduced |
| California State Teachers Retirement System | 45,915 | $3.23M | 0.00% | −1,444−3.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 46,015 | $3.23M | 0.71% | −487−1.0% | Reduced |
| Rhumbline Advisers | 46,965 | $3.30M | 0.00% | +2,843+6.4% | Added |
| Bank of America Corp | 50,344 | $3.54M | 0.00% | +6,721+15.4% | Added |
| UBS Asset Management Americas Inc | 61,273 | $3.65M | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 53,212 | $3.74M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 54,945 | $3.86M | 0.00% | +26,273+91.6% | Added |
| K2 Principal Fund, L.P. | 56,373 | $3.96M | 1.26% | +56,373 | New |
| Credit Suisse AG | 57,240 | $4.02M | 0.00% | +2,317+4.2% | Added |
| First Trust Advisors LP | 62,173 | $4.37M | 0.00% | −8,656−12.2% | Reduced |
| Bridgeway Capital Management, LLC | 66,000 | $4.64M | 0.11% | +4,204+6.8% | Added |
| UBS Group AG | 72,811 | $5.12M | 0.00% | +33,774+86.5% | Added |
| Advantage Alpha Capital Partners LP | 74,140 | $5.21M | 1.04% | +5,288+7.7% | Added |
| TD Asset Management Inc | 74,338 | $5.23M | 0.01% | −2,800−3.6% | Reduced |
| Swiss National Bank | 92,500 | $6.50M | 0.00% | +600+0.7% | Added |
| Brookfield Asset Management Inc. | 97,156 | $6.83M | 0.03% | +82,215+550.3% | Added |
| Principal Financial Group Inc | 100,309 | $7.05M | 0.00% | +48,275+92.8% | Added |
| Envestnet Asset Management Inc | 102,071 | $7.18M | 0.00% | −699,349−87.3% | Reduced |
| Cambria Investment Management, L.P. | 102,672 | $7.22M | 0.60% | +102,672 | New |
| Morgan Stanley | 112,488 | $7.91M | 0.00% | +4,144+3.8% | Added |
| Conversant Capital LLC | 125,000 | $8.79M | 3.04% | +125,000 | New |
| Nuveen Asset Management, LLC | 125,550 | $8.83M | 0.00% | +1,758+1.4% | Added |
| Brandywine Global Investment Management, LLC | 131,315 | $9.23M | 0.08% | +768+0.6% | Added |
| Alliancebernstein L.P. | 153,252 | $10.8M | 0.00% | −156,850−50.6% | Reduced |
| Price T Rowe Associates Inc | 158,978 | $11.2M | 0.00% | −4,966−3.0% | Reduced |
| Man Group plc | 184,929 | $13.0M | 0.04% | – | – |
| Bank of New York Mellon Corp | 227,235 | $16.0M | 0.00% | −14,864−6.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 251,959 | $17.7M | 0.02% | −17,292−6.4% | Reduced |
| American Century Companies Inc | 261,469 | $18.4M | 0.01% | +9,220+3.7% | Added |
| Invesco Ltd. | 332,116 | $23.4M | 0.01% | +286,195+623.2% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 339,162 | $23.8M | 7.07% | +339,162 | New |
| JPMorgan Chase & Co | 339,904 | $23.9M | 0.00% | +57,868+20.5% | Added |
| Charles Schwab Investment Management Inc | 385,943 | $27.1M | 0.01% | −3,154−0.8% | Reduced |
| Northern Trust Corp | 399,384 | $28.1M | 0.01% | −5,642−1.4% | Reduced |
| Goldman Sachs Group Inc | 411,909 | $29.0M | 0.01% | −41,046−9.1% | Reduced |
| Basswood Capital Management, L.L.C. | 516,043 | $36.3M | 2.67% | −21,219−3.9% | Reduced |
| Geode Capital Management, LLC | 535,410 | $37.6M | 0.00% | −2120.0% | Reduced |
| Epoch Investment Partners, Inc. | 715,015 | $50.3M | 0.29% | −13,923−1.9% | Reduced |
| Citadel Advisors LLC | 729,063 | $51.3M | 0.06% | +417,191+133.8% | Added |
| State Street Corp | 892,756 | $62.8M | 0.00% | −23,594−2.6% | Reduced |
| BlackRock Inc. | 2,013,978 | $141.6M | 0.00% | −48,354−2.3% | Reduced |
| Dimensional Fund Advisors LP | 2,573,986 | $181.0M | 0.06% | +147,613+6.1% | Added |
| Vanguard Group Inc | 2,607,655 | $183.3M | 0.00% | +144,411+5.9% | Added |
| Senvest Management, LLC | 2,755,595 | $193.7M | 6.39% | −136,414−4.7% | Reduced |
| MFN Partners Management, LP | 4,531,792 | $318.6M | 10.35% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 5,071,854 | $356.6M | 0.24% | −64,931−1.3% | Reduced |
| LMR Partners LLP | 0 | $0 | 0.00% | −261,146−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −89,225−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −65,700−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −55,671−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −42,531−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −26,539−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −24,740−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −10,675−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,363−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −8,080−100.0% | Sold out |
| Summit Wealth & Retirement Planning, Inc. | 0 | $0 | 0.00% | −7,725−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,510−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,686−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,624−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −4,187−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,165−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −4,035−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −250−100.0% | Sold out |