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, Q4 2023
Institutional positions in PennyMac Financial Services, Inc. as of Dec 31, 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
- 192
- +17 vs. Q3 2023
- Shares held
- 29.1M
- +686.8K (+2.4%) vs. Q3 2023
- Total value
- $2.58B
- +$669.8M (+35.1%) vs. Q3 2023
- New holders
- 40
- 68 more added
- Sold out
- 23
- 58 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 4,912,601 | $434.1M | 0.28% | +75,954+1.6% | Added |
| MFN Partners Management, LP | 4,531,792 | $400.5M | 12.89% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,691,512 | $237.9M | 0.07% | +70,178+2.7% | Added |
| Vanguard Group Inc | 2,610,041 | $230.6M | 0.01% | +19,748+0.8% | Added |
| BlackRock Inc. | 2,168,048 | $191.6M | 0.00% | +188,197+9.5% | Added |
| Senvest Management, LLC | 1,183,151 | $104.6M | 4.02% | −1,427,789−54.7% | Reduced |
| Invesco Ltd. | 966,112 | $85.4M | 0.02% | +475,815+97.0% | Added |
| State Street Corp | 842,125 | $74.4M | 0.00% | +57,810+7.4% | Added |
| JPMorgan Chase & Co | 713,707 | $63.1M | 0.01% | +392,972+122.5% | Added |
| Citadel Advisors LLC | 678,628 | $60.0M | 0.06% | +234,171+52.7% | Added |
| Geode Capital Management, LLC | 579,268 | $51.2M | 0.01% | +26,018+4.7% | Added |
| Charles Schwab Investment Management Inc | 396,745 | $35.1M | 0.01% | +3,947+1.0% | Added |
| Northern Trust Corp | 391,127 | $34.6M | 0.01% | −8,081−2.0% | Reduced |
| Epoch Investment Partners, Inc. | 387,341 | $34.2M | 0.16% | −37,786−8.9% | Reduced |
| Goldman Sachs Group Inc | 368,097 | $32.5M | 0.01% | +27,701+8.1% | Added |
| Norges Bank | 353,716 | $31.3M | 0.01% | +337,249+2,048.0% | Added |
| Basswood Capital Management, L.L.C. | 342,380 | $30.3M | 1.96% | −149,270−30.4% | Reduced |
| Boston Partners | 319,623 | $28.2M | 0.04% | +319,623 | New |
| Conversant Capital LLC | 300,000 | $26.5M | 11.36% | +175,000+140.0% | Added |
| American Century Companies Inc | 294,823 | $26.1M | 0.02% | +17,180+6.2% | Added |
| Bank of New York Mellon Corp | 183,085 | $16.2M | 0.00% | −51,401−21.9% | Reduced |
| Principal Financial Group Inc | 162,541 | $14.4M | 0.01% | +50,877+45.6% | Added |
| Arrowstreet Capital, Limited Partnership | 154,850 | $13.7M | 0.01% | −31,743−17.0% | Reduced |
| Morgan Stanley | 154,784 | $13.7M | 0.00% | +36,562+30.9% | Added |
| Alliancebernstein L.P. | 148,593 | $13.1M | 0.01% | −2,698−1.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 138,692 | $12.3M | 0.06% | −120,198−46.4% | Reduced |
| Brandywine Global Investment Management, LLC | 137,280 | $12.1M | 0.10% | −14,317−9.4% | Reduced |
| Cambria Investment Management, L.P. | 134,670 | $11.9M | 0.83% | +23,304+20.9% | Added |
| Price T Rowe Associates Inc | 122,177 | $10.8M | 0.00% | −6,975−5.4% | Reduced |
| Nuveen Asset Management, LLC | 114,313 | $10.1M | 0.00% | −9,429−7.6% | Reduced |
| Man Group plc | 104,307 | $9.22M | 0.03% | – | – |
| Macquarie Group Ltd | 94,441 | $8.35M | 0.01% | +35,490+60.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 88,353 | $7.81M | 0.20% | +88,353 | New |
| Swiss National Bank | 83,600 | $7.39M | 0.01% | −9,600−10.3% | Reduced |
| UBS Group AG | 82,027 | $7.25M | 0.00% | +13,696+20.0% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 79,951 | $7.07M | 1.75% | −142,728−64.1% | Reduced |
| Bridgeway Capital Management, LLC | 68,800 | $6.08M | 0.13% | 00.0% | Unchanged |
| TD Asset Management Inc | 67,312 | $5.95M | 0.01% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 65,319 | $5.77M | 1.09% | +1,708+2.7% | Added |
| Allianz Asset Management GmbH | 61,991 | $5.48M | 0.01% | +4,854+8.5% | Added |
| Federated Hermes, Inc. | 60,346 | $5.33M | 0.01% | +17,245+40.0% | Added |
| Simplex Trading, LLC | 54,647 | $4.83M | 0.15% | −3,366−5.8% | Reduced |
| Credit Suisse AG | 54,606 | $4.83M | 0.00% | −1,336−2.4% | Reduced |
| Millennium Management LLC | 53,669 | $4.74M | 0.00% | −174,321−76.5% | Reduced |
| UBS Asset Management Americas Inc | 53,664 | $4.74M | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 47,334 | $4.18M | 0.19% | +47,334 | New |
| Prescott Group Capital Management, L.L.C. | 46,015 | $4.07M | 0.71% | 00.0% | Unchanged |
| Barclays PLC | 44,882 | $3.97M | 0.00% | +44,789+48,160.2% | Added |
| First Trust Advisors LP | 44,838 | $3.96M | 0.00% | +4,930+12.4% | Added |
| Jane Street Group, LLC | 44,568 | $3.94M | 0.00% | +17,621+65.4% | Added |
| Rhumbline Advisers | 42,683 | $3.77M | 0.00% | −1,227−2.8% | Reduced |
| California State Teachers Retirement System | 41,982 | $3.71M | 0.01% | −1,221−2.8% | Reduced |
| EAM Investors, LLC | 41,504 | $3.67M | 0.65% | +23,848+135.1% | Added |
| Victory Capital Management Inc | 39,992 | $3.53M | 0.00% | −1,851−4.4% | Reduced |
| Bank of America Corp | 39,872 | $3.52M | 0.00% | +24,027+151.6% | Added |
| Legal & General Group Plc | 39,048 | $3.45M | 0.00% | +308+0.8% | Added |
| Qube Research & Technologies Ltd | 38,728 | $3.42M | 0.01% | −11,867−23.5% | Reduced |
| EAM Global Investors LLC | 38,715 | $3.42M | 0.83% | +38,715 | New |
| QRG Capital Management, Inc. | 33,660 | $2.97M | 0.04% | +3,018+9.8% | Added |
| South Dakota Investment Council | 32,439 | $2.87M | 0.06% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 32,170 | $2.84M | 0.01% | −3,138−8.9% | Reduced |
| Susquehanna International Group, LLP | 31,132 | $2.75M | 0.00% | +6,451+26.1% | Added |
| Mercer Global Advisors Inc | 30,394 | $2.69M | 0.01% | +2,664+9.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 26,530 | $2.34M | 0.01% | +2,359+9.8% | Added |
| Ameriprise Financial Inc | 24,921 | $2.20M | 0.00% | +7,548+43.4% | Added |
| Campbell & CO Investment Adviser LLC | 24,753 | $2.19M | 0.20% | +15,412+165.0% | Added |
| IMC-Chicago, LLC | 24,521 | $2.17M | 0.07% | +11,991+95.7% | Added |
| AQR Capital Management LLC | 23,980 | $2.12M | 0.00% | −3,259−12.0% | Reduced |
| Interval Partners, LP | 23,028 | $2.03M | 0.09% | +23,028 | New |
| Great West Life Assurance Co | 22,744 | $2.00M | 0.00% | +2,653+13.2% | Added |
| Two Sigma Investments, LP | 21,400 | $1.89M | 0.00% | +4,300+25.1% | Added |
| Palogic Value Management, L.P. | 21,103 | $1.86M | 0.83% | −2,500−10.6% | Reduced |
| Dakota Wealth Management | 20,147 | $1.78M | 0.07% | +426+2.2% | Added |
| E. Ohman J:or Asset Management AB | 20,066 | $1.77M | 0.06% | −12,145−37.7% | Reduced |
| Janus Henderson Group PLC | 19,720 | $1.74M | 0.00% | −30−0.2% | Reduced |
| K2 Principal Fund, L.P. | 19,480 | $1.72M | 0.40% | −5,164−21.0% | Reduced |
| Ensign Peak Advisors, Inc | 18,350 | $1.62M | 0.00% | 00.0% | Unchanged |
| HighVista Strategies LLC | 17,937 | $1.59M | 0.58% | +1,700+10.5% | Added |
| Advisory Research Inc | 16,952 | $1.50M | 0.23% | +16,952 | New |
| State of Wyoming | 15,843 | $1.40M | 0.26% | +5,141+48.0% | Added |
| New York State Common Retirement Fund | 15,823 | $1.40M | 0.00% | +1,015+6.9% | Added |
| LSV Asset Management | 15,500 | $1.37M | 0.00% | −10,712−40.9% | Reduced |
| HRT Financial LP | 15,312 | $1.35M | 0.01% | +8,074+111.6% | Added |
| Tudor Investment Corp Et Al | 15,227 | $1.35M | 0.02% | +15,227 | New |
| Manufacturers Life Insurance Company, The | 15,155 | $1.34M | 0.00% | +17+0.1% | Added |
| Denali Advisors LLC | 14,900 | $1.32M | 0.40% | +2,283+18.1% | Added |
| Thrivent Financial for Lutherans | 14,059 | $1.24M | 0.00% | −688−4.7% | Reduced |
| MetLife Investment Management | 13,249 | $1.17M | 0.01% | −256−1.9% | Reduced |
| Deutsche Bank AG | 13,154 | $1.16M | 0.00% | −255−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $1.12M | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 12,691 | $1.12M | 0.00% | −51−0.4% | Reduced |
| Wolverine Trading, LLC | 12,470 | $1.10M | 0.01% | +7,037+129.5% | Added |
| SEI Investments Co | 12,122 | $1.07M | 0.00% | +4,782+65.1% | Added |
| Arizona State Retirement System | 11,851 | $1.05M | 0.01% | −231−1.9% | Reduced |
| Putnam Investments LLC | 11,721 | $1.04M | 0.00% | −359−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,532 | $1.02M | 0.11% | +11,532 | New |
| Quadrature Capital Ltd | 10,938 | $966.8K | 0.02% | +10,938 | New |
| MorganRosel Wealth Management, LLC | 10,575 | $934.5K | 0.36% | +1,131+12.0% | Added |
| Voya Investment Management LLC | 10,237 | $904.6K | 0.00% | −47−0.5% | Reduced |
| Citigroup Inc | 10,232 | $904.2K | 0.00% | +6,158+151.2% | Added |