PennyMac Financial Services, Inc.

PFSI

Exchange: NYSE
Industry: Mortgage Bankers & Loan Correspondents
SEC CIK: 0001745916

SEC filings (opens in a new tab)

No open-market purchases or sales by PennyMac Financial Services, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.

Q1 2024 vs. Q4 2023

How the institutions holding PennyMac Financial Services, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of PFSI: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	192	1	193	+2
Shares	29.1M	11.7K	28.9M	−241.9K (−0.8%)
Value	$2.58B	$1.04M	$2.63B	+$56.3M (+2.2%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to PFSI in Q1 2024
Institution	Shares	Value	% of portfolio
Balyasny Asset Management LLC	111,286	$10.1M	0.03%
Assenagon Asset Management S.A.	67,866	$6.18M	0.02%
EMG Holdings, L.P.	31,081	$2.83M	2.97%
Quantbot Technologies LP	28,209	$2.57M	0.14%
FJ Capital Management LLC	27,137	$2.47M	0.25%
Jump Financial, LLC	24,645	$2.24M	0.06%
1832 Asset Management L.P.	19,600	$1.79M	0.00%
Abrams Bison Investments, LLC	13,000	$1.18M	0.11%
Franklin Resources Inc	12,017	$1.09M	0.00%
Renaissance Technologies LLC	10,800	$984.0K	0.00%
D. E. Shaw & Co., Inc.	10,078	$918.0K	0.00%
XTX Topco Ltd	7,050	$642.2K	0.09%
Point72 (DIFC) Ltd	6,825	$621.7K	0.05%
GTS Securities LLC	6,699	$610.2K	0.02%
Y-Intercept (Hong Kong) Ltd	6,183	$563.2K	0.04%
Engineers Gate Manager LP	5,713	$520.4K	0.01%
Lighthouse Investment Partners, LLC	5,459	$497.3K	0.03%
Verition Fund Management LLC	4,439	$404.3K	0.00%
Inceptionr LLC	3,765	$343.0K	0.09%
Aigen Investment Management, LP	3,661	$333.5K	0.07%
Cynosure Management, LLC	3,546	$323.0K	0.06%
Acadian Asset Management LLC	3,466	$315.0K	0.00%
Numerai GP LLC	3,324	$302.8K	0.13%
Cullen Capital Management LLC	3,182	$289.8K	0.00%
Danske Bank A/S	2,955	$269.2K	0.00%
Two Sigma Securities, LLC	2,463	$224.4K	0.01%
Twinbeech Capital LP	2,232	$203.3K	0.00%
SG Americas Securities, LLC	2,220	$202.0K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	1,934	$176.2K	0.05%
Point72 Hong Kong Ltd	1,800	$164.0K	0.01%
Northwest & Ethical Investments L.P.	1,257	$114.5K	0.00%
Quest Partners LLC	697	$63.5K	0.01%
Headlands Technologies LLC	176	$16.0K	0.00%
Rothschild Investment LLC	5	$455	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	5	$455	0.00%
TFC Financial Management	1	$92	0.00%

Sold out (34)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of PFSI in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Cambria Investment Management, L.P.	134,670	$11.9M
Weiss Multi-Strategy Advisers LLC	88,353	$7.81M
Bridgeway Capital Management, LLC	68,800	$6.08M
Simplex Trading, LLC	54,647	$4.83M
EAM Investors, LLC	41,504	$3.67M
EAM Global Investors LLC	38,715	$3.42M
Susquehanna International Group, LLP	31,132	$2.75M
IMC-Chicago, LLC	24,521	$2.17M
Palogic Value Management, L.P.	21,103	$1.86M
K2 Principal Fund, L.P.	19,480	$1.72M
Advisory Research Inc	16,952	$1.50M
Tudor Investment Corp Et Al	15,227	$1.35M
Wolverine Trading, LLC	12,470	$1.10M
Dynamic Technology Lab Private Ltd	11,532	$1.02M
State Board of Administration of Florida Retirement System	7,283	$643.6K
Marshall Wace, LLP	6,665	$589.0K
ClearAlpha Technologies LP	6,511	$575.4K
New York Life Investment Management LLC	5,793	$511.9K
Dark Forest Capital Management LP	5,672	$501.2K
Walleye Capital LLC	5,516	$487.4K
Prudential Financial Inc	5,200	$459.6K
Nations Financial Group Inc,	3,600	$318.1K
Grantham, Mayo, Van Otterloo & Co. LLC	3,513	$310.4K
Envestnet Asset Management Inc	3,351	$296.2K
Captrust Financial Advisors	3,304	$292.0K
Virtu Financial LLC	2,861	$253.0K
Nebula Research & Development LLC	2,780	$245.7K
Jefferies Financial Group Inc.	2,649	$234.1K
Saxon Interests, Inc.	2,352	$207.8K
West Tower Group, LLC	512	$45.2K
USA Financial Portformulas Corp	285	$25.2K
Cutler Group LP	249	$22.0K
EntryPoint Capital, LLC	232	$20.5K
TD Private Client Wealth LLC	130	$11.5K

Not filed for Q1 2024 yet (1)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Putnam Investments LLC	11,721	$1.04M