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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 12,470 | $1.10M | 0.01% | +7,037+129.5% | Added |
| American International Group, Inc. | 12,691 | $1.12M | 0.00% | −51−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $1.12M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 13,154 | $1.16M | 0.00% | −255−1.9% | Reduced |
| MetLife Investment Management | 13,249 | $1.17M | 0.01% | −256−1.9% | Reduced |
| Thrivent Financial for Lutherans | 14,059 | $1.24M | 0.00% | −688−4.7% | Reduced |
| Denali Advisors LLC | 14,900 | $1.32M | 0.40% | +2,283+18.1% | Added |
| Manufacturers Life Insurance Company, The | 15,155 | $1.34M | 0.00% | +17+0.1% | Added |
| Tudor Investment Corp Et Al | 15,227 | $1.35M | 0.02% | +15,227 | New |
| HRT Financial LP | 15,312 | $1.35M | 0.01% | +8,074+111.6% | Added |
| LSV Asset Management | 15,500 | $1.37M | 0.00% | −10,712−40.9% | Reduced |
| New York State Common Retirement Fund | 15,823 | $1.40M | 0.00% | +1,015+6.9% | Added |
| State of Wyoming | 15,843 | $1.40M | 0.26% | +5,141+48.0% | Added |
| Advisory Research Inc | 16,952 | $1.50M | 0.23% | +16,952 | New |
| HighVista Strategies LLC | 17,937 | $1.59M | 0.58% | +1,700+10.5% | Added |
| Ensign Peak Advisors, Inc | 18,350 | $1.62M | 0.00% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 19,480 | $1.72M | 0.40% | −5,164−21.0% | Reduced |
| Janus Henderson Group PLC | 19,720 | $1.74M | 0.00% | −30−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 20,066 | $1.77M | 0.06% | −12,145−37.7% | Reduced |
| Dakota Wealth Management | 20,147 | $1.78M | 0.07% | +426+2.2% | Added |
| Palogic Value Management, L.P. | 21,103 | $1.86M | 0.83% | −2,500−10.6% | Reduced |
| Two Sigma Investments, LP | 21,400 | $1.89M | 0.00% | +4,300+25.1% | Added |
| Great West Life Assurance Co | 22,744 | $2.00M | 0.00% | +2,653+13.2% | Added |
| Interval Partners, LP | 23,028 | $2.03M | 0.09% | +23,028 | New |
| AQR Capital Management LLC | 23,980 | $2.12M | 0.00% | −3,259−12.0% | Reduced |
| IMC-Chicago, LLC | 24,521 | $2.17M | 0.07% | +11,991+95.7% | Added |
| Campbell & CO Investment Adviser LLC | 24,753 | $2.19M | 0.20% | +15,412+165.0% | Added |
| Ameriprise Financial Inc | 24,921 | $2.20M | 0.00% | +7,548+43.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 26,530 | $2.34M | 0.01% | +2,359+9.8% | Added |
| Mercer Global Advisors Inc | 30,394 | $2.69M | 0.01% | +2,664+9.6% | Added |
| Susquehanna International Group, LLP | 31,132 | $2.75M | 0.00% | +6,451+26.1% | Added |
| State of New Jersey Common Pension Fund D | 32,170 | $2.84M | 0.01% | −3,138−8.9% | Reduced |
| South Dakota Investment Council | 32,439 | $2.87M | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 33,660 | $2.97M | 0.04% | +3,018+9.8% | Added |
| EAM Global Investors LLC | 38,715 | $3.42M | 0.83% | +38,715 | New |
| Qube Research & Technologies Ltd | 38,728 | $3.42M | 0.01% | −11,867−23.5% | Reduced |
| Legal & General Group Plc | 39,048 | $3.45M | 0.00% | +308+0.8% | Added |
| Bank of America Corp | 39,872 | $3.52M | 0.00% | +24,027+151.6% | Added |
| Victory Capital Management Inc | 39,992 | $3.53M | 0.00% | −1,851−4.4% | Reduced |
| EAM Investors, LLC | 41,504 | $3.67M | 0.66% | +23,848+135.1% | Added |
| California State Teachers Retirement System | 41,982 | $3.71M | 0.01% | −1,221−2.8% | Reduced |
| Rhumbline Advisers | 42,683 | $3.77M | 0.00% | −1,227−2.8% | Reduced |
| Jane Street Group, LLC | 44,568 | $3.94M | 0.00% | +17,621+65.4% | Added |
| First Trust Advisors LP | 44,838 | $3.96M | 0.00% | +4,930+12.4% | Added |
| Barclays PLC | 44,882 | $3.97M | 0.00% | +44,789+48,160.2% | Added |
| Prescott Group Capital Management, L.L.C. | 46,015 | $4.07M | 0.71% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 47,334 | $4.18M | 0.19% | +47,334 | New |
| UBS Asset Management Americas Inc | 53,664 | $4.74M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 53,669 | $4.74M | 0.00% | −174,321−76.5% | Reduced |
| Credit Suisse AG | 54,606 | $4.83M | 0.00% | −1,336−2.4% | Reduced |
| Simplex Trading, LLC | 54,647 | $4.83M | 0.15% | −3,366−5.8% | Reduced |
| Federated Hermes, Inc. | 60,346 | $5.33M | 0.01% | +17,245+40.0% | Added |
| Allianz Asset Management GmbH | 61,991 | $5.48M | 0.01% | +4,854+8.5% | Added |
| Advantage Alpha Capital Partners LP | 65,319 | $5.77M | 1.09% | +1,708+2.7% | Added |
| TD Asset Management Inc | 67,312 | $5.95M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 68,800 | $6.08M | 0.13% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 79,951 | $7.07M | 1.75% | −142,728−64.1% | Reduced |
| UBS Group AG | 82,027 | $7.25M | 0.00% | +13,696+20.0% | Added |
| Swiss National Bank | 83,600 | $7.39M | 0.01% | −9,600−10.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 88,353 | $7.81M | 0.20% | +88,353 | New |
| Macquarie Group Ltd | 94,441 | $8.35M | 0.01% | +35,490+60.2% | Added |
| Man Group plc | 104,307 | $9.22M | 0.03% | – | – |
| Nuveen Asset Management, LLC | 114,313 | $10.1M | 0.00% | −9,429−7.6% | Reduced |
| Price T Rowe Associates Inc | 122,177 | $10.8M | 0.00% | −6,975−5.4% | Reduced |
| Cambria Investment Management, L.P. | 134,670 | $11.9M | 0.83% | +23,304+20.9% | Added |
| Brandywine Global Investment Management, LLC | 137,280 | $12.1M | 0.10% | −14,317−9.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 138,692 | $12.3M | 0.06% | −120,198−46.4% | Reduced |
| Alliancebernstein L.P. | 148,593 | $13.1M | 0.01% | −2,698−1.8% | Reduced |
| Morgan Stanley | 154,784 | $13.7M | 0.00% | +36,562+30.9% | Added |
| Arrowstreet Capital, Limited Partnership | 154,850 | $13.7M | 0.01% | −31,743−17.0% | Reduced |
| Principal Financial Group Inc | 162,541 | $14.4M | 0.01% | +50,877+45.6% | Added |
| Bank of New York Mellon Corp | 183,085 | $16.2M | 0.00% | −51,401−21.9% | Reduced |
| American Century Companies Inc | 294,823 | $26.1M | 0.02% | +17,180+6.2% | Added |
| Conversant Capital LLC | 300,000 | $26.5M | 11.36% | +175,000+140.0% | Added |
| Boston Partners | 319,623 | $28.2M | 0.04% | +319,623 | New |
| Basswood Capital Management, L.L.C. | 342,380 | $30.3M | 1.96% | −149,270−30.4% | Reduced |
| Norges Bank | 353,716 | $31.3M | 0.01% | +337,249+2,048.0% | Added |
| Goldman Sachs Group Inc | 368,097 | $32.5M | 0.01% | +27,701+8.1% | Added |
| Epoch Investment Partners, Inc. | 387,341 | $34.2M | 0.16% | −37,786−8.9% | Reduced |
| Northern Trust Corp | 391,127 | $34.6M | 0.01% | −8,081−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 396,745 | $35.1M | 0.01% | +3,947+1.0% | Added |
| Geode Capital Management, LLC | 579,268 | $51.2M | 0.01% | +26,018+4.7% | Added |
| Citadel Advisors LLC | 678,628 | $60.0M | 0.06% | +234,171+52.7% | Added |
| JPMorgan Chase & Co | 713,707 | $63.1M | 0.01% | +392,972+122.5% | Added |
| State Street Corp | 842,125 | $74.4M | 0.00% | +57,810+7.4% | Added |
| Invesco Ltd. | 966,112 | $85.4M | 0.02% | +475,815+97.0% | Added |
| Senvest Management, LLC | 1,183,151 | $104.6M | 4.02% | −1,427,789−54.7% | Reduced |
| BlackRock Inc. | 2,168,048 | $191.6M | 0.00% | +188,197+9.5% | Added |
| Vanguard Group Inc | 2,610,041 | $230.6M | 0.01% | +19,748+0.8% | Added |
| Dimensional Fund Advisors LP | 2,691,512 | $237.9M | 0.07% | +70,178+2.7% | Added |
| MFN Partners Management, LP | 4,531,792 | $400.5M | 12.89% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,912,601 | $434.1M | 0.28% | +75,954+1.6% | Added |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −54,909−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −30,325−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −18,573−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −15,305−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,415−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −6,774−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,901−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −4,666−100.0% | Sold out |