PennyMac Financial Services, Inc.

PFSI

Exchange: NYSE
Industry: Mortgage Bankers & Loan Correspondents
SEC CIK: 0001745916

SEC filings (opens in a new tab)

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.

Q3 2023 vs. Q2 2023

How the institutions holding PennyMac Financial Services, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of PFSI: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Of which not filed for Q3 2023	Q3 2023	Change
Holders	169	1	176	+8
Shares	29.5M	5.27K	28.5M	−1.07M (−3.6%)
Value	$2.07B	$370.5K	$1.91B	−$168.5M (−8.1%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to PFSI in Q3 2023
Institution	Shares	Value	% of portfolio
Jacobs Levy Equity Management, Inc	258,890	$17.2M	0.10%
Adage Capital Partners GP, L.L.C.	54,909	$3.66M	0.01%
Qube Research & Technologies Ltd	50,595	$3.37M	0.01%
QRG Capital Management, Inc.	30,642	$2.04M	0.04%
Dakota Wealth Management	19,721	$1.31M	0.06%
Graham Capital Management, L.P.	18,573	$1.24M	0.04%
EAM Investors, LLC	17,656	$1.18M	0.23%
Ameriprise Financial Inc	17,373	$1.16M	0.00%
Squarepoint Ops LLC	12,252	$816.0K	0.00%
MorganRosel Wealth Management, LLC	9,444	$629.0K	0.26%
Campbell & CO Investment Adviser LLC	9,341	$622.1K	0.07%
Aquatic Capital Management LLC	8,200	$546.0K	0.02%
SEI Investments Co	7,340	$488.9K	0.00%
Wolverine Trading, LLC	5,433	$361.8K	0.00%
Pictet Asset Management Holding SA	5,270	$351.0K	0.00%
Verition Fund Management LLC	4,901	$326.4K	0.00%
FORA Capital, LLC	4,192	$279.2K	0.02%
Voloridge Investment Management, LLC	3,474	$231.4K	0.00%
ExodusPoint Capital Management, LP	3,246	$216.0K	0.00%
Exchange Traded Concepts, LLC	860	$57.3K	0.00%
KBC Group NV	551	$37.0K	0.00%
Quarry LP	180	$12.0K	0.01%
Comerica Bank	150	$9.99K	0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	88	$5.86K	0.00%
Northwestern Mutual Wealth Management Co	66	$4.40K	0.00%
Colonial Trust Co	62	$4.13K	0.00%
Ronald Blue Trust, Inc.	27	$2.00K	0.00%
Steward Financial Group LLC	44	$2.00K	0.00%

Sold out (20)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of PFSI in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Brookfield Asset Management Inc.	97,156	$6.83M
Amundi	45,735	$3.21M
Weiss Multi-Strategy Advisers LLC	39,767	$2.80M
Nomura Holdings Inc	18,579	$1.31M
Kingsview Wealth Management, LLC	14,452	$1.02M
Cubist Systematic Strategies, LLC	8,693	$611.2K
Winton Group Ltd	7,186	$505.2K
BlueCrest Capital Management Ltd	6,692	$470.5K
Inceptionr LLC	6,619	$465.4K
Cannon Global Investment Management, LLC	6,000	$421.9K
FJ Capital Management LLC	5,853	$411.5K
Maverick Capital LtdSuperinvestorMaverick Capital	5,749	$404.2K
Alyeska Investment Group, L.P.	5,588	$392.9K
Sciencast Management LP	3,999	$269.7K
Walleye Capital LLC	3,832	$269.4K
Robeco Institutional Asset Management B.V.	3,687	$259.2K
Two Sigma Securities, LLC	3,107	$218.5K
Foster & Motley Inc	2,963	$208.0K
Disciplined Investments, LLC	10	$703
Versant Capital Management, Inc	9	$633

Not filed for Q3 2023 yet (1)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q2 2023 that haven't filed for Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Pictet Asset Management SA	5,270	$370.5K