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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $92 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $182 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $455 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $455 | 0.00% | +5 | New |
| RFP Financial Group LLC | 6 | $547 | 0.00% | −18−75.0% | Reduced |
| Private Wealth Management Group, LLC | 8 | $729 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $808 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $911 | 0.00% | −1−9.1% | Reduced |
| SJS Investment Consulting Inc. | 14 | $1.28K | 0.00% | −1−6.7% | Reduced |
| Nisa Investment Advisors, LLC | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $2.19K | 0.00% | −3−11.1% | Reduced |
| Ronald Blue Trust, Inc. | 27 | $2.46K | 0.00% | −126−82.4% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $3.10K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 36 | $3.29K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 37 | $3.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 46 | $4.19K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 53 | $4.83K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $8.02K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $9.11K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 105 | $9.59K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $9.93K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 117 | $11.0K | 0.01% | −9−7.1% | Reduced |
| Principal Securities, Inc. | 133 | $12.1K | 0.00% | +21+18.8% | Added |
| CWM, LLC | 146 | $13.0K | 0.00% | −3−2.0% | Reduced |
| Quadrant Capital Group LLC | 148 | $13.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 159 | $14.5K | 0.00% | −8−4.8% | Reduced |
| Headlands Technologies LLC | 176 | $16.0K | 0.00% | +176 | New |
| Nomura Asset Management Co Ltd | 320 | $29.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 368 | $33.5K | 0.01% | +4+1.1% | Added |
| Parkside Financial Bank & Trust | 489 | $44.5K | 0.01% | +79+19.3% | Added |
| Ci Investments Inc. | 523 | $48.0K | 0.00% | +65+14.2% | Added |
| Public Employees Retirement System of Ohio | 696 | $63.4K | 0.00% | −1,844−72.6% | Reduced |
| Quest Partners LLC | 697 | $63.5K | 0.01% | +697 | New |
| US Bancorp | 798 | $72.7K | 0.00% | +30+3.9% | Added |
| Amalgamated Bank | 855 | $78.0K | 0.00% | −1,515−63.9% | Reduced |
| KBC Group NV | 1,114 | $101.0K | 0.00% | +286+34.5% | Added |
| Sofos Investments, Inc. | 1,140 | $102.0K | 0.01% | +470+70.1% | Added |
| Northwest & Ethical Investments L.P. | 1,257 | $114.5K | 0.00% | +1,257 | New |
| Metropolitan Life Insurance Co | 1,314 | $119.7K | 0.01% | −156−10.6% | Reduced |
| Point72 Hong Kong Ltd | 1,800 | $164.0K | 0.01% | +1,800 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,934 | $176.2K | 0.05% | +1,934 | New |
| Handelsinvest Investeringsforvaltning | 2,124 | $193.0K | 0.09% | −1,103−34.2% | Reduced |
| SG Americas Securities, LLC | 2,220 | $202.0K | 0.00% | +2,220 | New |
| TD Waterhouse Canada Inc. | 2,295 | $202.1K | 0.00% | −325−12.4% | Reduced |
| Twinbeech Capital LP | 2,232 | $203.3K | 0.00% | +2,232 | New |
| Two Sigma Investments, LP | 2,300 | $209.5K | 0.00% | −19,100−89.3% | Reduced |
| Mariner, LLC | 2,458 | $223.9K | 0.00% | +76+3.2% | Added |
| Two Sigma Securities, LLC | 2,463 | $224.4K | 0.01% | +2,463 | New |
| Navellier & Associates Inc | 2,500 | $227.7K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,643 | $240.8K | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,652 | $242.0K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,850 | $259.6K | 0.06% | 00.0% | Unchanged |
| Danske Bank A/S | 2,955 | $269.2K | 0.00% | +2,955 | New |
| Creative Planning | 3,112 | $283.5K | 0.00% | +282+10.0% | Added |
| CIBC Private Wealth Group, LLC | 3,212 | $288.2K | 0.00% | −46−1.4% | Reduced |
| Cullen Capital Management LLC | 3,182 | $289.8K | 0.00% | +3,182 | New |
| Numerai GP LLC | 3,324 | $302.8K | 0.13% | +3,324 | New |
| Acadian Asset Management LLC | 3,466 | $315.0K | 0.00% | +3,466 | New |
| Cynosure Management, LLC | 3,546 | $323.0K | 0.06% | +3,546 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,547 | $323.1K | 0.01% | +568+19.1% | Added |
| Teacher Retirement System of Texas | 3,578 | $326.0K | 0.00% | −3,016−45.7% | Reduced |
| Aigen Investment Management, LP | 3,661 | $333.5K | 0.07% | +3,661 | New |
| Inceptionr LLC | 3,765 | $343.0K | 0.09% | +3,765 | New |
| Parallax Volatility Advisers, L.P. | 3,952 | $360.0K | 0.01% | −1,048−21.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,102 | $373.7K | 0.00% | −2,120−34.1% | Reduced |
| HRT Financial LP | 4,235 | $385.0K | 0.00% | −11,077−72.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,401 | $400.9K | 0.00% | −4,880−52.6% | Reduced |
| Verition Fund Management LLC | 4,439 | $404.3K | 0.00% | +4,439 | New |
| Royal Bank of Canada | 4,509 | $411.0K | 0.00% | −4,855−51.8% | Reduced |
| ProShare Advisors LLC | 4,587 | $417.8K | 0.00% | +361+8.5% | Added |
| Hancock Whitney Corp | 4,607 | $419.7K | 0.01% | −277−5.7% | Reduced |
| Vise Technologies, Inc. | 4,608 | $419.8K | 0.08% | +435+10.4% | Added |
| Aquatic Capital Management LLC | 4,800 | $437.2K | 0.01% | +2,000+71.4% | Added |
| Pictet Asset Management Holding SA | 5,438 | $495.4K | 0.00% | +168+3.2% | Added |
| Lighthouse Investment Partners, LLC | 5,459 | $497.3K | 0.03% | +5,459 | New |
| One Capital Management, LLC | 5,608 | $510.8K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,677 | $516.8K | 0.00% | +2,790+96.6% | Added |
| Engineers Gate Manager LP | 5,713 | $520.4K | 0.01% | +5,713 | New |
| Caxton Associates LP | 5,874 | $535.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 6,149 | $560.1K | 0.09% | −9,694−61.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,183 | $563.2K | 0.04% | +6,183 | New |
| Public Employees Retirement Association of Colorado | 9,881 | $571.0K | 0.00% | +4,371+79.3% | Added |
| GTS Securities LLC | 6,699 | $610.2K | 0.02% | +6,699 | New |
| Citigroup Inc | 6,770 | $616.7K | 0.00% | −3,462−33.8% | Reduced |
| Point72 (DIFC) Ltd | 6,825 | $621.7K | 0.05% | +6,825 | New |
| XTX Topco Ltd | 7,050 | $642.2K | 0.09% | +7,050 | New |
| Tower Research Capital LLC (TRC) | 7,194 | $655.3K | 0.02% | −832−10.4% | Reduced |
| Quadrature Capital Ltd | 7,875 | $716.5K | 0.01% | −3,063−28.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,726 | $725.1K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,033 | $731.7K | 0.00% | +3,413+73.9% | Added |
| Voya Investment Management LLC | 8,231 | $749.8K | 0.00% | −2,006−19.6% | Reduced |
| Handelsbanken Fonder AB | 8,400 | $765.0K | 0.00% | +2,600+44.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,619 | $785.1K | 0.00% | −595−6.5% | Reduced |
| SEI Investments Co | 8,870 | $808.0K | 0.00% | −3,252−26.8% | Reduced |
| D. E. Shaw & Co., Inc. | 10,078 | $918.0K | 0.00% | +10,078 | New |
| Renaissance Technologies LLC | 10,800 | $984.0K | 0.00% | +10,800 | New |