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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 9,429 | $628.0K | 0.00% | +1,767+23.1% | Added |
| Campbell & CO Investment Adviser LLC | 9,341 | $622.1K | 0.07% | +9,341 | New |
| Aquatic Capital Management LLC | 8,200 | $546.0K | 0.02% | +8,200 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,076 | $537.9K | 0.00% | +944+13.2% | Added |
| FMR LLC | 7,663 | $510.4K | 0.00% | −1,176−13.3% | Reduced |
| Royal Bank of Canada | 7,591 | $507.0K | 0.00% | +1,931+34.1% | Added |
| SEI Investments Co | 7,340 | $488.9K | 0.00% | +7,340 | New |
| State Board of Administration of Florida Retirement System | 7,283 | $485.0K | 0.00% | +30+0.4% | Added |
| HRT Financial LP | 7,238 | $482.0K | 0.00% | −2,235−23.6% | Reduced |
| EMG Holdings, L.P. | 6,774 | $451.1K | 0.35% | −13,360−66.4% | Reduced |
| New York Life Investment Management LLC | 5,963 | $397.1K | 0.00% | −955−13.8% | Reduced |
| Caxton Associates LP | 5,874 | $391.2K | 0.05% | +206+3.6% | Added |
| One Capital Management, LLC | 5,642 | $375.8K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,531 | $368.0K | 0.00% | −890−13.9% | Reduced |
| Wolverine Trading, LLC | 5,433 | $361.8K | 0.00% | +5,433 | New |
| Handelsbanken Fonder AB | 5,300 | $353.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,270 | $351.0K | 0.00% | +5,270 | New |
| Advisor Group Holdings, Inc. | 5,082 | $338.5K | 0.00% | +487+10.6% | Added |
| Verition Fund Management LLC | 4,901 | $326.4K | 0.00% | +4,901 | New |
| Hancock Whitney Corp | 4,889 | $325.6K | 0.01% | −127−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 4,666 | $311.0K | 0.00% | −7,607−62.0% | Reduced |
| D. E. Shaw & Co., Inc. | 4,600 | $306.4K | 0.00% | +1,200+35.3% | Added |
| Vise Technologies, Inc. | 4,360 | $290.4K | 0.07% | −1,568−26.5% | Reduced |
| FORA Capital, LLC | 4,192 | $279.2K | 0.02% | +4,192 | New |
| Citigroup Inc | 4,074 | $271.3K | 0.00% | −17,579−81.2% | Reduced |
| Dark Forest Capital Management LP | 3,669 | $244.4K | 0.02% | −16,819−82.1% | Reduced |
| Nations Financial Group Inc, | 3,600 | $239.8K | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 3,474 | $231.4K | 0.00% | +3,474 | New |
| Captrust Financial Advisors | 3,430 | $228.4K | 0.00% | +181+5.6% | Added |
| ProShare Advisors LLC | 3,317 | $220.9K | 0.00% | −4−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 3,246 | $216.0K | 0.00% | +3,246 | New |
| XTX Topco Ltd | 3,203 | $213.3K | 0.04% | −1,823−36.3% | Reduced |
| Amalgamated Bank | 2,643 | $176.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,537 | $169.0K | 0.01% | +372+17.2% | Added |
| Allspring Global Investments Holdings, LLC | 2,117 | $141.0K | 0.00% | −1,798−45.9% | Reduced |
| Quantbot Technologies LP | 1,692 | $112.7K | 0.01% | −7,650−81.9% | Reduced |
| Metropolitan Life Insurance Co | 1,470 | $97.9K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 860 | $57.3K | 0.00% | +860 | New |
| US Bancorp | 796 | $53.0K | 0.00% | +36+4.7% | Added |
| Cape Investment Advisory, Inc. | 670 | $44.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 573 | $38.2K | 0.00% | −687−54.5% | Reduced |
| KBC Group NV | 551 | $37.0K | 0.00% | +551 | New |
| Nomura Asset Management Co Ltd | 320 | $21.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 294 | $19.6K | 0.00% | −8,263−96.6% | Reduced |
| Covestor Ltd | 245 | $16.0K | 0.01% | −890−78.4% | Reduced |
| Cutler Group LP | 229 | $15.0K | 0.00% | +11+5.0% | Added |
| Quarry LP | 180 | $12.0K | 0.01% | +180 | New |
| Hexagon Capital Partners LLC | 159 | $10.6K | 0.00% | −16−9.1% | Reduced |
| CWM, LLC | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 150 | $9.99K | 0.00% | +150 | New |
| Signaturefd, LLC | 109 | $7.26K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 105 | $6.97K | 0.01% | +1+1.0% | Added |
| Webster Bank, N. A. | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 93 | $6.20K | 0.00% | −26,824−99.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $5.86K | 0.00% | +88 | New |
| Northwestern Mutual Wealth Management Co | 66 | $4.40K | 0.00% | +66 | New |
| Colonial Trust Co | 62 | $4.13K | 0.00% | +62 | New |
| Optimum Investment Advisors | 58 | $3.86K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 37 | $2.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 36 | $2.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $2.27K | 0.00% | +2+6.3% | Added |
| 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 |
| RFP Financial Group LLC | 24 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $1.40K | 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 |
| Global Retirement Partners, LLC | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $866 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $799 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9 | $599 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $533 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $492 | 0.00% | +5+250.0% | Added |
| IFP Advisors, Inc | 5 | $333 | 0.00% | 00.0% | Unchanged |
| 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 |