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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 8,693 | $611.2K | 0.01% | +8,693 | New |
| TD Private Client Wealth LLC | 8,557 | $601.6K | 0.03% | −103−1.2% | Reduced |
| State of Wyoming | 7,803 | $548.6K | 0.16% | +1,261+19.3% | Added |
| State of Wisconsin Investment Board | 7,662 | $538.7K | 0.00% | +2,299+42.9% | Added |
| State Board of Administration of Florida Retirement System | 7,253 | $510.0K | 0.00% | +7,253 | New |
| Winton Group Ltd | 7,186 | $505.2K | 0.04% | −15,887−68.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,132 | $501.5K | 0.00% | +1,186+19.9% | Added |
| New York Life Investment Management LLC | 6,918 | $486.4K | 0.01% | −1,199−14.8% | Reduced |
| BlueCrest Capital Management Ltd | 6,692 | $470.5K | 0.06% | 00.0% | Unchanged |
| Inceptionr LLC | 6,619 | $465.4K | 0.25% | +6,619 | New |
| Public Employees Retirement Association of Colorado | 6,421 | $451.0K | 0.00% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 6,000 | $421.9K | 2.19% | +6,000 | New |
| Vise Technologies, Inc. | 5,928 | $416.8K | 0.10% | −2,101−26.2% | Reduced |
| FJ Capital Management LLC | 5,853 | $411.5K | 0.05% | +5,853 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,749 | $404.2K | 0.01% | −2,380−29.3% | Reduced |
| Caxton Associates LP | 5,668 | $398.5K | 0.06% | +486+9.4% | Added |
| Royal Bank of Canada | 5,660 | $397.0K | 0.00% | +190+3.5% | Added |
| One Capital Management, LLC | 5,642 | $396.7K | 0.02% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 5,588 | $392.9K | 0.00% | −27,915−83.3% | Reduced |
| Handelsbanken Fonder AB | 5,300 | $373.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 5,270 | $370.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,026 | $353.4K | 0.06% | +5,026 | New |
| Hancock Whitney Corp | 5,016 | $353.0K | 0.01% | −2,098−29.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,595 | $322.8K | 0.00% | +59+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 3,915 | $275.3K | 0.00% | +819+26.5% | Added |
| Sciencast Management LP | 3,999 | $269.7K | 0.22% | +3,999 | New |
| Walleye Capital LLC | 3,832 | $269.4K | 0.00% | −111,854−96.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,687 | $259.2K | 0.00% | −11,588−75.9% | Reduced |
| Nations Financial Group Inc, | 3,600 | $253.1K | 0.02% | −158−4.2% | Reduced |
| D. E. Shaw & Co., Inc. | 3,400 | $239.1K | 0.00% | +3,400 | New |
| ProShare Advisors LLC | 3,321 | $233.5K | 0.00% | +3,321 | New |
| Captrust Financial Advisors | 3,249 | $228.4K | 0.00% | +3,249 | New |
| Two Sigma Securities, LLC | 3,107 | $218.5K | 0.02% | −2,263−42.1% | Reduced |
| Foster & Motley Inc | 2,963 | $208.0K | 0.02% | +2,963 | New |
| SG Americas Securities, LLC | 2,718 | $191.0K | 0.00% | −7,171−72.5% | Reduced |
| Amalgamated Bank | 2,643 | $186.0K | 0.00% | −326−11.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,165 | $152.2K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,470 | $103.4K | 0.01% | +53+3.7% | Added |
| Tower Research Capital LLC (TRC) | 1,260 | $88.6K | 0.00% | +718+132.5% | Added |
| Covestor Ltd | 1,135 | $80.0K | 0.06% | −230−16.8% | Reduced |
| US Bancorp | 760 | $53.4K | 0.00% | −107−12.3% | Reduced |
| Public Employees Retirement System of Ohio | 747 | $53.0K | 0.00% | −13−1.7% | Reduced |
| Cape Investment Advisory, Inc. | 670 | $47.1K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $22.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 218 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 175 | $12.3K | 0.00% | −16−8.4% | Reduced |
| CWM, LLC | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $7.66K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 104 | $7.34K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $7.03K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 58 | $4.08K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 37 | $2.60K | 0.00% | −2−5.1% | Reduced |
| Harbour Investments, Inc. | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.25K | 0.00% | +1+3.2% | Added |
| RFP Financial Group LLC | 24 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.55K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $1.48K | 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 |
| Lindbrook Capital, LLC | 14 | $984 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $915 | 0.00% | +1+8.3% | Added |
| Parallel Advisors, LLC | 12 | $844 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $703 | 0.00% | +1+11.1% | Added |
| Baker Avenue Asset Management, LP | 9 | $633 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $633 | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 8 | $562 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $141 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $103 | 0.00% | 00.0% | Unchanged |
| 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 |