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