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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $177 | 0.00% | −5−71.4% | Reduced |
| Private Wealth Management Group, LLC | 8 | $707 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 9 | $795 | 0.00% | +1+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $973 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 15 | $1.33K | 0.00% | +2+15.4% | Added |
| Global Retirement Partners, LLC | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $1.50K | 0.00% | +5+41.7% | Added |
| Fortitude Family Office, LLC | 20 | $1.77K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 22 | $1.95K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $2.12K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 27 | $2.39K | 0.00% | +6+28.6% | Added |
| JFS Wealth Advisors, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 36 | $3.19K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 37 | $3.27K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 46 | $4.07K | 0.00% | +29+170.6% | Added |
| GAMMA Investing LLC | 53 | $4.62K | 0.00% | +53 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $7.48K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $8.84K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 105 | $9.28K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $9.63K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 112 | $9.90K | 0.00% | +112 | New |
| Ronald Blue Trust, Inc. | 153 | $10.0K | 0.00% | +126+466.7% | Added |
| Covestor Ltd | 126 | $11.0K | 0.01% | −119−48.6% | Reduced |
| TD Private Client Wealth LLC | 130 | $11.5K | 0.00% | −164−55.8% | Reduced |
| CWM, LLC | 149 | $13.0K | 0.00% | +6+4.2% | Added |
| Quadrant Capital Group LLC | 148 | $13.1K | 0.00% | +111+300.0% | Added |
| Comerica Bank | 167 | $14.8K | 0.00% | +17+11.3% | Added |
| EntryPoint Capital, LLC | 232 | $20.5K | 0.02% | +232 | New |
| Cutler Group LP | 249 | $22.0K | 0.00% | +20+8.7% | Added |
| USA Financial Portformulas Corp | 285 | $25.2K | 0.00% | +285 | New |
| Nomura Asset Management Co Ltd | 320 | $28.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 364 | $32.2K | 0.01% | +205+128.9% | Added |
| Parkside Financial Bank & Trust | 410 | $36.2K | 0.01% | +410 | New |
| Ci Investments Inc. | 458 | $40.0K | 0.00% | +458 | New |
| West Tower Group, LLC | 512 | $45.2K | 0.09% | +512 | New |
| Sofos Investments, Inc. | 670 | $59.2K | 0.02% | +670 | New |
| US Bancorp | 768 | $67.9K | 0.00% | −28−3.5% | Reduced |
| KBC Group NV | 828 | $73.0K | 0.00% | +277+50.3% | Added |
| Metropolitan Life Insurance Co | 1,470 | $129.9K | 0.01% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,352 | $207.8K | 0.10% | +2,352 | New |
| Amalgamated Bank | 2,370 | $209.0K | 0.00% | −273−10.3% | Reduced |
| Mariner, LLC | 2,382 | $210.5K | 0.00% | +2,382 | New |
| Navellier & Associates Inc | 2,500 | $220.9K | 0.03% | +2,500 | New |
| TD Waterhouse Canada Inc. | 2,620 | $221.6K | 0.00% | +2,620 | New |
| Cubist Systematic Strategies, LLC | 2,522 | $222.9K | 0.00% | +2,522 | New |
| Public Employees Retirement System of Ohio | 2,540 | $224.5K | 0.00% | −11,136−81.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,643 | $233.6K | 0.01% | +106+4.2% | Added |
| Foster & Motley Inc | 2,652 | $234.0K | 0.02% | +2,652 | New |
| Jefferies Financial Group Inc. | 2,649 | $234.1K | 0.00% | +2,649 | New |
| Nebula Research & Development LLC | 2,780 | $245.7K | 0.07% | +2,780 | New |
| Aquatic Capital Management LLC | 2,800 | $247.0K | 0.01% | −5,400−65.9% | Reduced |
| Creative Planning | 2,830 | $250.1K | 0.00% | +2,830 | New |
| Contravisory Investment Management, Inc. | 2,850 | $251.9K | 0.06% | +2,850 | New |
| Virtu Financial LLC | 2,861 | $253.0K | 0.02% | +2,861 | New |
| HSBC Holdings PLC | 2,887 | $255.1K | 0.00% | +2,887 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,979 | $263.3K | 0.01% | +2,979 | New |
| Handelsinvest Investeringsforvaltning | 3,227 | $285.0K | 0.12% | +3,227 | New |
| CIBC Private Wealth Group, LLC | 3,258 | $287.9K | 0.00% | +3,258 | New |
| Captrust Financial Advisors | 3,304 | $292.0K | 0.00% | −126−3.7% | Reduced |
| Envestnet Asset Management Inc | 3,351 | $296.2K | 0.00% | −10,268−75.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,513 | $310.4K | 0.00% | +3,513 | New |
| Nations Financial Group Inc, | 3,600 | $318.1K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,173 | $368.8K | 0.08% | −187−4.3% | Reduced |
| ProShare Advisors LLC | 4,226 | $373.5K | 0.00% | +909+27.4% | Added |
| State of Wisconsin Investment Board | 4,620 | $408.3K | 0.00% | −4,809−51.0% | Reduced |
| Hancock Whitney Corp | 4,884 | $431.6K | 0.02% | −5−0.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,000 | $441.9K | 0.01% | −7,504−60.0% | Reduced |
| Prudential Financial Inc | 5,200 | $459.6K | 0.00% | −13,188−71.7% | Reduced |
| Pictet Asset Management Holding SA | 5,270 | $465.7K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,289 | $467.4K | 0.03% | −45,065−89.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,510 | $487.0K | 0.00% | −21−0.4% | Reduced |
| Walleye Capital LLC | 5,516 | $487.4K | 0.01% | +5,516 | New |
| One Capital Management, LLC | 5,608 | $495.6K | 0.02% | −34−0.6% | Reduced |
| Dark Forest Capital Management LP | 5,672 | $501.2K | 0.08% | +2,003+54.6% | Added |
| New York Life Investment Management LLC | 5,793 | $511.9K | 0.01% | −170−2.9% | Reduced |
| Handelsbanken Fonder AB | 5,800 | $513.0K | 0.00% | +500+9.4% | Added |
| Caxton Associates LP | 5,874 | $519.1K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,222 | $549.8K | 0.00% | +1,140+22.4% | Added |
| ClearAlpha Technologies LP | 6,511 | $575.4K | 0.22% | +6,511 | New |
| Teacher Retirement System of Texas | 6,594 | $583.0K | 0.00% | −3,180−32.5% | Reduced |
| Marshall Wace, LLP | 6,665 | $589.0K | 0.00% | +6,665 | New |
| FMR LLC | 6,826 | $603.2K | 0.00% | −837−10.9% | Reduced |
| Squarepoint Ops LLC | 7,100 | $627.4K | 0.00% | −5,152−42.1% | Reduced |
| State Board of Administration of Florida Retirement System | 7,283 | $643.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,026 | $709.3K | 0.01% | +7,453+1,300.7% | Added |
| BNP Paribas Arbitrage, SA | 8,913 | $787.6K | 0.00% | −6,040−40.4% | Reduced |
| Wells Fargo & Company | 9,107 | $804.8K | 0.00% | −522−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,214 | $814.2K | 0.00% | +1,138+14.1% | Added |
| Schonfeld Strategic Advisors LLC | 9,281 | $820.2K | 0.01% | +9,281 | New |
| Royal Bank of Canada | 9,364 | $828.0K | 0.00% | +1,773+23.4% | Added |
| Russell Investments Group, Ltd. | 10,063 | $889.3K | 0.00% | −45,442−81.9% | Reduced |
| Citigroup Inc | 10,232 | $904.2K | 0.00% | +6,158+151.2% | Added |
| Voya Investment Management LLC | 10,237 | $904.6K | 0.00% | −47−0.5% | Reduced |
| MorganRosel Wealth Management, LLC | 10,575 | $934.5K | 0.36% | +1,131+12.0% | Added |
| Quadrature Capital Ltd | 10,938 | $966.8K | 0.02% | +10,938 | New |
| Dynamic Technology Lab Private Ltd | 11,532 | $1.02M | 0.11% | +11,532 | New |
| Putnam Investments LLC | 11,721 | $1.04M | 0.00% | −359−3.0% | Reduced |
| Arizona State Retirement System | 11,851 | $1.05M | 0.01% | −231−1.9% | Reduced |
| SEI Investments Co | 12,122 | $1.07M | 0.00% | +4,782+65.1% | Added |