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 |
|---|---|---|---|---|---|
| HighVista Strategies LLC | 16,237 | $1.08M | 0.50% | +3,100+23.6% | Added |
| Norges Bank | 16,467 | $1.10M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 17,100 | $1.14M | 0.00% | +400+2.4% | Added |
| Ameriprise Financial Inc | 17,373 | $1.16M | 0.00% | +17,373 | New |
| EAM Investors, LLC | 17,656 | $1.18M | 0.23% | +17,656 | New |
| Ensign Peak Advisors, Inc | 18,350 | $1.22M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 18,388 | $1.22M | 0.00% | −25,859−58.4% | Reduced |
| Graham Capital Management, L.P. | 18,573 | $1.24M | 0.04% | +18,573 | New |
| Dakota Wealth Management | 19,721 | $1.31M | 0.06% | +19,721 | New |
| Janus Henderson Group PLC | 19,750 | $1.31M | 0.00% | +20.0% | Added |
| Great West Life Assurance Co | 20,091 | $1.34M | 0.00% | +3,231+19.2% | Added |
| Palogic Value Management, L.P. | 23,603 | $1.57M | 0.78% | −12,500−34.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 24,171 | $1.61M | 0.00% | −4,606−16.0% | Reduced |
| K2 Principal Fund, L.P. | 24,644 | $1.64M | 0.49% | −31,729−56.3% | Reduced |
| Susquehanna International Group, LLP | 24,681 | $1.64M | 0.00% | +10,697+76.5% | Added |
| LSV Asset Management | 26,212 | $1.75M | 0.00% | −27,000−50.7% | Reduced |
| Jane Street Group, LLC | 26,947 | $1.79M | 0.00% | +7,313+37.2% | Added |
| AQR Capital Management LLC | 27,239 | $1.81M | 0.00% | +102+0.4% | Added |
| Mercer Global Advisors Inc | 27,730 | $1.85M | 0.01% | +4,225+18.0% | Added |
| Moran Wealth Management, LLC | 30,325 | $2.02M | 0.08% | +415+1.4% | Added |
| QRG Capital Management, Inc. | 30,642 | $2.04M | 0.04% | +30,642 | New |
| E. Ohman J:or Asset Management AB | 32,211 | $2.15M | 0.08% | −2,300−6.7% | Reduced |
| South Dakota Investment Council | 32,439 | $2.16M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 35,308 | $2.35M | 0.01% | −2,768−7.3% | Reduced |
| Legal & General Group Plc | 38,740 | $2.58M | 0.00% | +2,473+6.8% | Added |
| First Trust Advisors LP | 39,908 | $2.66M | 0.00% | −22,265−35.8% | Reduced |
| Victory Capital Management Inc | 41,843 | $2.79M | 0.00% | −1,204−2.8% | Reduced |
| Federated Hermes, Inc. | 43,101 | $2.87M | 0.01% | +16,040+59.3% | Added |
| California State Teachers Retirement System | 43,203 | $2.88M | 0.00% | −2,712−5.9% | Reduced |
| Rhumbline Advisers | 43,910 | $2.92M | 0.00% | −3,055−6.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 46,015 | $3.06M | 0.68% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 50,354 | $3.35M | 0.27% | +21,249+73.0% | Added |
| Qube Research & Technologies Ltd | 50,595 | $3.37M | 0.01% | +50,595 | New |
| UBS Asset Management Americas Inc | 53,664 | $3.57M | 0.00% | −7,609−12.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 54,909 | $3.66M | 0.01% | +54,909 | New |
| Russell Investments Group, Ltd. | 55,505 | $3.70M | 0.01% | +39,761+252.5% | Added |
| Credit Suisse AG | 55,942 | $3.73M | 0.00% | −1,298−2.3% | Reduced |
| Allianz Asset Management GmbH | 57,137 | $3.81M | 0.01% | +13,220+30.1% | Added |
| Simplex Trading, LLC | 58,013 | $3.86M | 0.14% | +25,732+79.7% | Added |
| Macquarie Group Ltd | 58,951 | $3.93M | 0.00% | +4,006+7.3% | Added |
| Advantage Alpha Capital Partners LP | 63,611 | $4.24M | 0.89% | −10,529−14.2% | Reduced |
| TD Asset Management Inc | 67,312 | $4.48M | 0.01% | −7,026−9.5% | Reduced |
| UBS Group AG | 68,331 | $4.55M | 0.00% | −4,480−6.2% | Reduced |
| Bridgeway Capital Management, LLC | 68,800 | $4.58M | 0.11% | +2,800+4.2% | Added |
| Swiss National Bank | 93,200 | $6.21M | 0.00% | +700+0.8% | Added |
| Cambria Investment Management, L.P. | 111,366 | $7.42M | 0.60% | +8,694+8.5% | Added |
| Principal Financial Group Inc | 111,664 | $7.44M | 0.01% | +11,355+11.3% | Added |
| Morgan Stanley | 118,222 | $7.87M | 0.00% | +5,734+5.1% | Added |
| Nuveen Asset Management, LLC | 123,742 | $8.24M | 0.00% | −1,808−1.4% | Reduced |
| Conversant Capital LLC | 125,000 | $8.32M | 2.53% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 129,152 | $8.60M | 0.00% | −29,826−18.8% | Reduced |
| Alliancebernstein L.P. | 151,291 | $10.1M | 0.00% | −1,961−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 151,597 | $10.1M | 0.09% | +20,282+15.4% | Added |
| Man Group plc | – | $10.5M | 0.03% | – | – |
| Arrowstreet Capital, Limited Partnership | 186,593 | $12.4M | 0.02% | −65,366−25.9% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 222,679 | $14.8M | 4.30% | −116,483−34.3% | Reduced |
| Millennium Management LLC | 227,990 | $15.2M | 0.02% | +213,837+1,510.9% | Added |
| Bank of New York Mellon Corp | 234,486 | $15.6M | 0.00% | +7,251+3.2% | Added |
| Jacobs Levy Equity Management, Inc | 258,890 | $17.2M | 0.10% | +258,890 | New |
| American Century Companies Inc | 277,643 | $18.5M | 0.01% | +16,174+6.2% | Added |
| JPMorgan Chase & Co | 320,735 | $21.4M | 0.00% | −19,169−5.6% | Reduced |
| Goldman Sachs Group Inc | 340,396 | $22.7M | 0.01% | −71,513−17.4% | Reduced |
| Charles Schwab Investment Management Inc | 392,798 | $26.2M | 0.01% | +6,855+1.8% | Added |
| Northern Trust Corp | 399,208 | $26.6M | 0.01% | −1760.0% | Reduced |
| Epoch Investment Partners, Inc. | 425,127 | $28.3M | 0.18% | −289,888−40.5% | Reduced |
| Citadel Advisors LLC | 444,457 | $29.6M | 0.03% | −284,606−39.0% | Reduced |
| Invesco Ltd. | 490,297 | $32.7M | 0.01% | +158,181+47.6% | Added |
| Basswood Capital Management, L.L.C. | 491,650 | $32.7M | 2.49% | −24,393−4.7% | Reduced |
| Geode Capital Management, LLC | 553,250 | $36.9M | 0.00% | +17,840+3.3% | Added |
| State Street Corp | 784,315 | $52.2M | 0.00% | −108,441−12.1% | Reduced |
| BlackRock Inc. | 1,979,851 | $131.9M | 0.00% | −34,127−1.7% | Reduced |
| Vanguard Group Inc | 2,590,293 | $172.5M | 0.00% | −17,362−0.7% | Reduced |
| Senvest Management, LLC | 2,610,940 | $173.9M | 6.79% | −144,655−5.2% | Reduced |
| Dimensional Fund Advisors LP | 2,621,334 | $174.6M | 0.06% | +47,348+1.8% | Added |
| MFN Partners Management, LP | 4,531,792 | $301.8M | 10.13% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,836,647 | $322.1M | 0.23% | −235,207−4.6% | Reduced |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −97,156−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −45,735−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −39,767−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,579−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −14,452−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −8,693−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,186−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −6,692−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,619−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −5,749−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −5,588−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,832−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −2,963−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |