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, Q1 2024
Institutional positions in PennyMac Financial Services, Inc. as of Mar 31, 2024. 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
- 193
- +2 vs. Q4 2023
- Shares held
- 28.9M
- −241.9K (−0.8%) vs. Q4 2023
- Total value
- $2.63B
- +$56.3M (+2.2%) vs. Q4 2023
- New holders
- 36
- 59 more added
- Sold out
- 34
- 66 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 4,710,366 | $429.1M | 0.26% | −202,235−4.1% | Reduced |
| MFN Partners Management, LP | 4,531,792 | $412.8M | 11.72% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,714,723 | $247.3M | 0.07% | +23,211+0.9% | Added |
| Vanguard Group Inc | 2,618,386 | $238.5M | 0.00% | +8,345+0.3% | Added |
| BlackRock Inc. | 2,117,762 | $192.9M | 0.00% | −50,286−2.3% | Reduced |
| Senvest Management, LLC | 1,054,462 | $96.1M | 3.71% | −128,689−10.9% | Reduced |
| Invesco Ltd. | 973,259 | $88.7M | 0.02% | +7,147+0.7% | Added |
| JPMorgan Chase & Co | 868,936 | $79.2M | 0.01% | +155,229+21.7% | Added |
| State Street Corp | 825,493 | $75.2M | 0.00% | −16,632−2.0% | Reduced |
| Geode Capital Management, LLC | 591,291 | $53.9M | 0.00% | +12,023+2.1% | Added |
| Goldman Sachs Group Inc | 474,849 | $43.3M | 0.01% | +106,752+29.0% | Added |
| Basswood Capital Management, L.L.C. | 440,930 | $40.2M | 2.35% | +98,550+28.8% | Added |
| Charles Schwab Investment Management Inc | 400,675 | $36.5M | 0.01% | +3,930+1.0% | Added |
| Northern Trust Corp | 358,669 | $32.7M | 0.01% | −32,458−8.3% | Reduced |
| Epoch Investment Partners, Inc. | 345,296 | $31.5M | 0.14% | −42,045−10.9% | Reduced |
| Norges Bank | 335,154 | $30.5M | 0.00% | −18,562−5.2% | Reduced |
| Citadel Advisors LLC | 317,622 | $28.9M | 0.03% | −361,006−53.2% | Reduced |
| FMR LLC | 313,742 | $28.6M | 0.00% | +306,916+4,496.3% | Added |
| Boston Partners | 310,321 | $28.1M | 0.03% | −9,302−2.9% | Reduced |
| American Century Companies Inc | 307,303 | $28.0M | 0.02% | +12,480+4.2% | Added |
| Conversant Capital LLC | 280,000 | $25.5M | 5.97% | −20,000−6.7% | Reduced |
| Morgan Stanley | 221,315 | $20.2M | 0.00% | +66,531+43.0% | Added |
| Bank of New York Mellon Corp | 177,315 | $16.2M | 0.00% | −5,770−3.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 163,258 | $14.9M | 0.01% | +8,408+5.4% | Added |
| Principal Financial Group Inc | 152,558 | $13.9M | 0.01% | −9,983−6.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 139,882 | $12.7M | 0.06% | +1,190+0.9% | Added |
| Brandywine Global Investment Management, LLC | 136,259 | $12.4M | 0.09% | −1,021−0.7% | Reduced |
| Nuveen Asset Management, LLC | 116,151 | $10.6M | 0.00% | +1,838+1.6% | Added |
| Balyasny Asset Management LLC | 111,286 | $10.1M | 0.03% | +111,286 | New |
| Price T Rowe Associates Inc | 110,962 | $10.1M | 0.00% | −11,215−9.2% | Reduced |
| Alliancebernstein L.P. | 102,519 | $9.34M | 0.00% | −46,074−31.0% | Reduced |
| Macquarie Group Ltd | 101,988 | $9.29M | 0.01% | +7,547+8.0% | Added |
| Qube Research & Technologies Ltd | 93,666 | $8.53M | 0.02% | +54,938+141.9% | Added |
| Man Group plc | 84,373 | $7.69M | 0.02% | −19,934−19.1% | Reduced |
| Swiss National Bank | 83,600 | $7.62M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 72,413 | $6.60M | 0.00% | −9,614−11.7% | Reduced |
| Squarepoint Ops LLC | 70,190 | $6.39M | 0.03% | +63,090+888.6% | Added |
| Bank of America Corp | 68,907 | $6.28M | 0.00% | +29,035+72.8% | Added |
| Allianz Asset Management GmbH | 67,879 | $6.18M | 0.01% | +5,888+9.5% | Added |
| Assenagon Asset Management S.A. | 67,866 | $6.18M | 0.02% | +67,866 | New |
| South Dakota Investment Council | 66,039 | $6.01M | 0.12% | +33,600+103.6% | Added |
| TD Asset Management Inc | 61,512 | $5.60M | 0.01% | −5,800−8.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 59,884 | $5.45M | 1.14% | −20,067−25.1% | Reduced |
| Credit Suisse AG | 57,232 | $5.21M | 0.01% | +2,626+4.8% | Added |
| Advantage Alpha Capital Partners LP | 54,069 | $4.93M | 0.93% | −11,250−17.2% | Reduced |
| UBS Asset Management Americas Inc | 53,664 | $4.89M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 51,512 | $4.69M | 0.01% | −8,834−14.6% | Reduced |
| Picton Mahoney Asset Management | 47,329 | $4.31M | 0.18% | −50.0% | Reduced |
| Jane Street Group, LLC | 45,432 | $4.14M | 0.01% | +864+1.9% | Added |
| Millennium Management LLC | 44,969 | $4.10M | 0.00% | −8,700−16.2% | Reduced |
| Rhumbline Advisers | 43,870 | $4.00M | 0.00% | +1,187+2.8% | Added |
| Denali Advisors LLC | 41,600 | $3.79M | 1.12% | +26,700+179.2% | Added |
| Campbell & CO Investment Adviser LLC | 41,414 | $3.77M | 0.33% | +16,661+67.3% | Added |
| California State Teachers Retirement System | 40,933 | $3.73M | 0.00% | −1,049−2.5% | Reduced |
| Legal & General Group Plc | 40,645 | $3.70M | 0.00% | +1,597+4.1% | Added |
| Victory Capital Management Inc | 39,284 | $3.58M | 0.00% | −708−1.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.28M | 0.53% | −10,000−21.7% | Reduced |
| QRG Capital Management, Inc. | 33,892 | $3.09M | 0.04% | +232+0.7% | Added |
| State of New Jersey Common Pension Fund D | 32,170 | $2.93M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 31,221 | $2.84M | 0.01% | +827+2.7% | Added |
| EMG Holdings, L.P. | 31,081 | $2.83M | 2.97% | +31,081 | New |
| Ameriprise Financial Inc | 28,297 | $2.58M | 0.00% | +3,376+13.5% | Added |
| Quantbot Technologies LP | 28,209 | $2.57M | 0.14% | +28,209 | New |
| FJ Capital Management LLC | 27,137 | $2.47M | 0.25% | +27,137 | New |
| Cubist Systematic Strategies, LLC | 26,591 | $2.42M | 0.03% | +24,069+954.4% | Added |
| Barclays PLC | 26,349 | $2.40M | 0.00% | −18,533−41.3% | Reduced |
| New York State Common Retirement Fund | 25,314 | $2.31M | 0.00% | +9,491+60.0% | Added |
| AQR Capital Management LLC | 24,862 | $2.26M | 0.00% | +882+3.7% | Added |
| Jump Financial, LLC | 24,645 | $2.24M | 0.06% | +24,645 | New |
| Edgestream Partners, L.P. | 23,774 | $2.17M | 0.11% | +18,485+349.5% | Added |
| First Trust Advisors LP | 23,472 | $2.14M | 0.00% | −21,366−47.7% | Reduced |
| Great West Life Assurance Co | 23,433 | $2.13M | 0.00% | +689+3.0% | Added |
| Dakota Wealth Management | 21,230 | $1.93M | 0.05% | +1,083+5.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 20,016 | $1.80M | 0.00% | −6,514−24.6% | Reduced |
| Janus Henderson Group PLC | 19,719 | $1.79M | 0.00% | −10.0% | Reduced |
| E. Ohman J:or Asset Management AB | 19,656 | $1.79M | 0.05% | −410−2.0% | Reduced |
| 1832 Asset Management L.P. | 19,600 | $1.79M | 0.00% | +19,600 | New |
| Russell Investments Group, Ltd. | 19,246 | $1.75M | 0.00% | +9,183+91.3% | Added |
| Ensign Peak Advisors, Inc | 17,469 | $1.59M | 0.00% | −881−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 17,283 | $1.57M | 0.00% | +2,128+14.0% | Added |
| HighVista Strategies LLC | 16,437 | $1.50M | 0.53% | −1,500−8.4% | Reduced |
| Wells Fargo & Company | 16,323 | $1.49M | 0.00% | +7,216+79.2% | Added |
| LSV Asset Management | 15,500 | $1.41M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 14,059 | $1.28M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 13,917 | $1.27M | 0.00% | +5,004+56.1% | Added |
| Deutsche Bank AG | 13,399 | $1.22M | 0.00% | +245+1.9% | Added |
| Abrams Bison Investments, LLC | 13,000 | $1.18M | 0.11% | +13,000 | New |
| MetLife Investment Management | 12,767 | $1.16M | 0.01% | −482−3.6% | Reduced |
| American International Group, Inc. | 12,583 | $1.15M | 0.00% | −108−0.9% | Reduced |
| Interval Partners, LP | 12,154 | $1.11M | 0.04% | −10,874−47.2% | Reduced |
| Franklin Resources Inc | 12,017 | $1.09M | 0.00% | +12,017 | New |
| Arizona State Retirement System | 11,663 | $1.06M | 0.01% | −188−1.6% | Reduced |
| MorganRosel Wealth Management, LLC | 10,811 | $984.8K | 0.35% | +236+2.2% | Added |
| Renaissance Technologies LLC | 10,800 | $984.0K | 0.00% | +10,800 | New |
| D. E. Shaw & Co., Inc. | 10,078 | $918.0K | 0.00% | +10,078 | New |
| SEI Investments Co | 8,870 | $808.0K | 0.00% | −3,252−26.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,619 | $785.1K | 0.00% | −595−6.5% | Reduced |
| Handelsbanken Fonder AB | 8,400 | $765.0K | 0.00% | +2,600+44.8% | Added |
| Voya Investment Management LLC | 8,231 | $749.8K | 0.00% | −2,006−19.6% | Reduced |
| State of Wisconsin Investment Board | 8,033 | $731.7K | 0.00% | +3,413+73.9% | Added |