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, Q3 2023
Institutional positions in PennyMac Financial Services, Inc. as of Sep 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
- 176
- +8 vs. Q2 2023
- Shares held
- 28.5M
- −1.07M (−3.6%) vs. Q2 2023
- Total value
- $1.91B
- −$168.5M (−8.1%) vs. Q2 2023
- New holders
- 28
- 54 more added
- Sold out
- 20
- 59 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 5 | $333 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $492 | 0.00% | +5+250.0% | Added |
| Farther Finance Advisors, LLC | 8 | $533 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9 | $599 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $799 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $866 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 17 | $1.13K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $1.13K | 0.00% | +3+21.4% | Added |
| Allworth Financial LP | 21 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $1.60K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 27 | $2.00K | 0.00% | +27 | New |
| Steward Financial Group LLC | 44 | $2.00K | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 34 | $2.27K | 0.00% | +2+6.3% | Added |
| Harbour Investments, Inc. | 36 | $2.40K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 37 | $2.46K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 58 | $3.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 62 | $4.13K | 0.00% | +62 | New |
| Northwestern Mutual Wealth Management Co | 66 | $4.40K | 0.00% | +66 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $5.86K | 0.00% | +88 | New |
| Barclays PLC | 93 | $6.20K | 0.00% | −26,824−99.7% | Reduced |
| Webster Bank, N. A. | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 105 | $6.97K | 0.01% | +1+1.0% | Added |
| Signaturefd, LLC | 109 | $7.26K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 150 | $9.99K | 0.00% | +150 | New |
| CWM, LLC | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 159 | $10.6K | 0.00% | −16−9.1% | Reduced |
| Quarry LP | 180 | $12.0K | 0.01% | +180 | New |
| Cutler Group LP | 229 | $15.0K | 0.00% | +11+5.0% | Added |
| Covestor Ltd | 245 | $16.0K | 0.01% | −890−78.4% | Reduced |
| TD Private Client Wealth LLC | 294 | $19.6K | 0.00% | −8,263−96.6% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $21.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 551 | $37.0K | 0.00% | +551 | New |
| Tower Research Capital LLC (TRC) | 573 | $38.2K | 0.00% | −687−54.5% | Reduced |
| Cape Investment Advisory, Inc. | 670 | $44.6K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 796 | $53.0K | 0.00% | +36+4.7% | Added |
| Exchange Traded Concepts, LLC | 860 | $57.3K | 0.00% | +860 | New |
| Metropolitan Life Insurance Co | 1,470 | $97.9K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,692 | $112.7K | 0.01% | −7,650−81.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,117 | $141.0K | 0.00% | −1,798−45.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,537 | $169.0K | 0.01% | +372+17.2% | Added |
| Amalgamated Bank | 2,643 | $176.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,203 | $213.3K | 0.04% | −1,823−36.3% | Reduced |
| ExodusPoint Capital Management, LP | 3,246 | $216.0K | 0.00% | +3,246 | New |
| ProShare Advisors LLC | 3,317 | $220.9K | 0.00% | −4−0.1% | Reduced |
| Captrust Financial Advisors | 3,430 | $228.4K | 0.00% | +181+5.6% | Added |
| Voloridge Investment Management, LLC | 3,474 | $231.4K | 0.00% | +3,474 | New |
| Nations Financial Group Inc, | 3,600 | $239.8K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,669 | $244.4K | 0.02% | −16,819−82.1% | Reduced |
| Citigroup Inc | 4,074 | $271.3K | 0.00% | −17,579−81.2% | Reduced |
| FORA Capital, LLC | 4,192 | $279.2K | 0.02% | +4,192 | New |
| Vise Technologies, Inc. | 4,360 | $290.4K | 0.07% | −1,568−26.5% | Reduced |
| D. E. Shaw & Co., Inc. | 4,600 | $306.4K | 0.00% | +1,200+35.3% | Added |
| Commonwealth Equity Services, LLC | 4,666 | $311.0K | 0.00% | −7,607−62.0% | Reduced |
| Hancock Whitney Corp | 4,889 | $325.6K | 0.01% | −127−2.5% | Reduced |
| Verition Fund Management LLC | 4,901 | $326.4K | 0.00% | +4,901 | New |
| Advisor Group Holdings, Inc. | 5,082 | $338.5K | 0.00% | +487+10.6% | Added |
| Pictet Asset Management Holding SA | 5,270 | $351.0K | 0.00% | +5,270 | New |
| Handelsbanken Fonder AB | 5,300 | $353.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,433 | $361.8K | 0.00% | +5,433 | New |
| Public Employees Retirement Association of Colorado | 5,531 | $368.0K | 0.00% | −890−13.9% | Reduced |
| One Capital Management, LLC | 5,642 | $375.8K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 5,874 | $391.2K | 0.05% | +206+3.6% | Added |
| New York Life Investment Management LLC | 5,963 | $397.1K | 0.00% | −955−13.8% | Reduced |
| EMG Holdings, L.P. | 6,774 | $451.1K | 0.35% | −13,360−66.4% | Reduced |
| HRT Financial LP | 7,238 | $482.0K | 0.00% | −2,235−23.6% | Reduced |
| State Board of Administration of Florida Retirement System | 7,283 | $485.0K | 0.00% | +30+0.4% | Added |
| SEI Investments Co | 7,340 | $488.9K | 0.00% | +7,340 | New |
| Royal Bank of Canada | 7,591 | $507.0K | 0.00% | +1,931+34.1% | Added |
| FMR LLC | 7,663 | $510.4K | 0.00% | −1,176−13.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,076 | $537.9K | 0.00% | +944+13.2% | Added |
| Aquatic Capital Management LLC | 8,200 | $546.0K | 0.02% | +8,200 | New |
| Campbell & CO Investment Adviser LLC | 9,341 | $622.1K | 0.07% | +9,341 | New |
| State of Wisconsin Investment Board | 9,429 | $628.0K | 0.00% | +1,767+23.1% | Added |
| MorganRosel Wealth Management, LLC | 9,444 | $629.0K | 0.26% | +9,444 | New |
| Wells Fargo & Company | 9,629 | $641.3K | 0.00% | −5,944−38.2% | Reduced |
| Teacher Retirement System of Texas | 9,774 | $651.0K | 0.00% | +385+4.1% | Added |
| Voya Investment Management LLC | 10,284 | $684.9K | 0.00% | −43−0.4% | Reduced |
| SG Americas Securities, LLC | 10,415 | $694.0K | 0.01% | +7,697+283.2% | Added |
| State of Wyoming | 10,702 | $712.8K | 0.15% | +2,899+37.2% | Added |
| Putnam Investments LLC | 12,080 | $804.5K | 0.00% | −102−0.8% | Reduced |
| Arizona State Retirement System | 12,082 | $804.7K | 0.01% | +137+1.1% | Added |
| Squarepoint Ops LLC | 12,252 | $816.0K | 0.00% | +12,252 | New |
| Parallax Volatility Advisers, L.P. | 12,504 | $832.8K | 0.03% | −97−0.8% | Reduced |
| IMC-Chicago, LLC | 12,530 | $834.5K | 0.05% | −1,997−13.7% | Reduced |
| Denali Advisors LLC | 12,617 | $840.3K | 0.30% | +17+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $847.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 12,742 | $848.6K | 0.01% | +454+3.7% | Added |
| Deutsche Bank AG | 13,409 | $893.0K | 0.00% | +1,587+13.4% | Added |
| MetLife Investment Management | 13,505 | $899.4K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,619 | $907.0K | 0.00% | −88,452−86.7% | Reduced |
| Public Employees Retirement System of Ohio | 13,676 | $911.0K | 0.00% | +12,929+1,730.8% | Added |
| Thrivent Financial for Lutherans | 14,747 | $983.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,808 | $986.2K | 0.00% | −20.0% | Reduced |
| BNP Paribas Arbitrage, SA | 14,953 | $995.9K | 0.00% | +4,849+48.0% | Added |
| Manufacturers Life Insurance Company, The | 15,138 | $1.01M | 0.00% | +4,433+41.4% | Added |
| Susquehanna Fundamental Investments, LLC | 15,305 | $1.02M | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 15,845 | $1.06M | 0.00% | −34,499−68.5% | Reduced |