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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.

Q4 2023 vs. Q3 2023

How the institutions holding PennyMac Financial Services, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of PFSI: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1761192+17
Shares28.5M4429.1M+686.8K (+2.4%)
Value$1.91B$2.00K$2.58B+$669.8M (+35.1%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to PFSI in Q4 2023
InstitutionSharesValue% of portfolio
Boston Partners319,623$28.2M0.04%
Weiss Multi-Strategy Advisers LLC88,353$7.81M0.20%
Picton Mahoney Asset Management47,334$4.18M0.19%
EAM Global Investors LLC38,715$3.42M0.83%
Interval Partners, LP23,028$2.03M0.09%
Advisory Research Inc16,952$1.50M0.23%
Tudor Investment Corp Et Al15,227$1.35M0.02%
Dynamic Technology Lab Private Ltd11,532$1.02M0.11%
Quadrature Capital Ltd10,938$966.8K0.02%
Schonfeld Strategic Advisors LLC9,281$820.2K0.01%
Marshall Wace, LLP6,665$589.0K0.00%
ClearAlpha Technologies LP6,511$575.4K0.22%
Walleye Capital LLC5,516$487.4K0.01%
Grantham, Mayo, Van Otterloo & Co. LLC3,513$310.4K0.00%
CIBC Private Wealth Group, LLC3,258$287.9K0.00%
Handelsinvest Investeringsforvaltning3,227$285.0K0.12%
Maverick Capital LtdSuperinvestorMaverick Capital2,979$263.3K0.01%
HSBC Holdings PLC2,887$255.1K0.00%
Virtu Financial LLC2,861$253.0K0.02%
Contravisory Investment Management, Inc.2,850$251.9K0.06%
Creative Planning2,830$250.1K0.00%
Nebula Research & Development LLC2,780$245.7K0.07%
Jefferies Financial Group Inc.2,649$234.1K0.00%
Foster & Motley Inc2,652$234.0K0.02%
Cubist Systematic Strategies, LLC2,522$222.9K0.00%
TD Waterhouse Canada Inc.2,620$221.6K0.00%
Navellier & Associates Inc2,500$220.9K0.03%
Mariner, LLC2,382$210.5K0.00%
Saxon Interests, Inc.2,352$207.8K0.10%
Sofos Investments, Inc.670$59.2K0.02%
West Tower Group, LLC512$45.2K0.09%
Ci Investments Inc.458$40.0K0.00%
Parkside Financial Bank & Trust410$36.2K0.01%
USA Financial Portformulas Corp285$25.2K0.00%
EntryPoint Capital, LLC232$20.5K0.02%
Principal Securities, Inc.112$9.90K0.00%
GAMMA Investing LLC53$4.62K0.00%
Fortitude Family Office, LLC20$1.77K0.00%
DiNuzzo Private Wealth, Inc.11$9730.00%
Private Wealth Management Group, LLC8$7070.00%

Sold out (23)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (1)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Steward Financial Group LLC44$2.00K