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 |
|---|---|---|---|---|---|
| MorganRosel Wealth Management, LLC | 10,811 | $984.8K | 0.35% | +236+2.2% | Added |
| Arizona State Retirement System | 11,663 | $1.06M | 0.01% | −188−1.6% | Reduced |
| Franklin Resources Inc | 12,017 | $1.09M | 0.00% | +12,017 | New |
| Interval Partners, LP | 12,154 | $1.11M | 0.04% | −10,874−47.2% | Reduced |
| American International Group, Inc. | 12,583 | $1.15M | 0.00% | −108−0.9% | Reduced |
| MetLife Investment Management | 12,767 | $1.16M | 0.01% | −482−3.6% | Reduced |
| Abrams Bison Investments, LLC | 13,000 | $1.18M | 0.11% | +13,000 | New |
| Deutsche Bank AG | 13,399 | $1.22M | 0.00% | +245+1.9% | Added |
| BNP Paribas Arbitrage, SA | 13,917 | $1.27M | 0.00% | +5,004+56.1% | Added |
| Thrivent Financial for Lutherans | 14,059 | $1.28M | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 15,500 | $1.41M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 16,323 | $1.49M | 0.00% | +7,216+79.2% | Added |
| HighVista Strategies LLC | 16,437 | $1.50M | 0.53% | −1,500−8.4% | Reduced |
| Manufacturers Life Insurance Company, The | 17,283 | $1.57M | 0.00% | +2,128+14.0% | Added |
| Ensign Peak Advisors, Inc | 17,469 | $1.59M | 0.00% | −881−4.8% | Reduced |
| Russell Investments Group, Ltd. | 19,246 | $1.75M | 0.00% | +9,183+91.3% | Added |
| 1832 Asset Management L.P. | 19,600 | $1.79M | 0.00% | +19,600 | New |
| E. Ohman J:or Asset Management AB | 19,656 | $1.79M | 0.05% | −410−2.0% | Reduced |
| Janus Henderson Group PLC | 19,719 | $1.79M | 0.00% | −10.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 20,016 | $1.80M | 0.00% | −6,514−24.6% | Reduced |
| Dakota Wealth Management | 21,230 | $1.93M | 0.05% | +1,083+5.4% | Added |
| Great West Life Assurance Co | 23,433 | $2.13M | 0.00% | +689+3.0% | Added |
| First Trust Advisors LP | 23,472 | $2.14M | 0.00% | −21,366−47.7% | Reduced |
| Edgestream Partners, L.P. | 23,774 | $2.17M | 0.11% | +18,485+349.5% | Added |
| Jump Financial, LLC | 24,645 | $2.24M | 0.06% | +24,645 | New |
| AQR Capital Management LLC | 24,862 | $2.26M | 0.00% | +882+3.7% | Added |
| New York State Common Retirement Fund | 25,314 | $2.31M | 0.00% | +9,491+60.0% | Added |
| Barclays PLC | 26,349 | $2.40M | 0.00% | −18,533−41.3% | Reduced |
| Cubist Systematic Strategies, LLC | 26,591 | $2.42M | 0.03% | +24,069+954.4% | Added |
| FJ Capital Management LLC | 27,137 | $2.47M | 0.25% | +27,137 | New |
| Quantbot Technologies LP | 28,209 | $2.57M | 0.14% | +28,209 | New |
| Ameriprise Financial Inc | 28,297 | $2.58M | 0.00% | +3,376+13.5% | Added |
| EMG Holdings, L.P. | 31,081 | $2.83M | 2.97% | +31,081 | New |
| Mercer Global Advisors Inc | 31,221 | $2.84M | 0.01% | +827+2.7% | Added |
| State of New Jersey Common Pension Fund D | 32,170 | $2.93M | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 33,892 | $3.09M | 0.04% | +232+0.7% | Added |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.28M | 0.53% | −10,000−21.7% | Reduced |
| Victory Capital Management Inc | 39,284 | $3.58M | 0.00% | −708−1.8% | Reduced |
| Legal & General Group Plc | 40,645 | $3.70M | 0.00% | +1,597+4.1% | Added |
| California State Teachers Retirement System | 40,933 | $3.73M | 0.00% | −1,049−2.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 41,414 | $3.77M | 0.33% | +16,661+67.3% | Added |
| Denali Advisors LLC | 41,600 | $3.79M | 1.12% | +26,700+179.2% | Added |
| Rhumbline Advisers | 43,870 | $4.00M | 0.00% | +1,187+2.8% | Added |
| Millennium Management LLC | 44,969 | $4.10M | 0.00% | −8,700−16.2% | Reduced |
| Jane Street Group, LLC | 45,432 | $4.14M | 0.01% | +864+1.9% | Added |
| Picton Mahoney Asset Management | 47,329 | $4.31M | 0.18% | −50.0% | Reduced |
| Federated Hermes, Inc. | 51,512 | $4.69M | 0.01% | −8,834−14.6% | Reduced |
| UBS Asset Management Americas Inc | 53,664 | $4.89M | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 54,069 | $4.93M | 0.93% | −11,250−17.2% | Reduced |
| Credit Suisse AG | 57,232 | $5.21M | 0.01% | +2,626+4.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 59,884 | $5.45M | 1.14% | −20,067−25.1% | Reduced |
| TD Asset Management Inc | 61,512 | $5.60M | 0.01% | −5,800−8.6% | Reduced |
| South Dakota Investment Council | 66,039 | $6.01M | 0.12% | +33,600+103.6% | Added |
| Assenagon Asset Management S.A. | 67,866 | $6.18M | 0.02% | +67,866 | New |
| Allianz Asset Management GmbH | 67,879 | $6.18M | 0.01% | +5,888+9.5% | Added |
| Bank of America Corp | 68,907 | $6.28M | 0.00% | +29,035+72.8% | Added |
| Squarepoint Ops LLC | 70,190 | $6.39M | 0.03% | +63,090+888.6% | Added |
| UBS Group AG | 72,413 | $6.60M | 0.00% | −9,614−11.7% | Reduced |
| Swiss National Bank | 83,600 | $7.62M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 84,373 | $7.69M | 0.02% | −19,934−19.1% | Reduced |
| Qube Research & Technologies Ltd | 93,666 | $8.53M | 0.02% | +54,938+141.9% | Added |
| Macquarie Group Ltd | 101,988 | $9.29M | 0.01% | +7,547+8.0% | Added |
| Alliancebernstein L.P. | 102,519 | $9.34M | 0.00% | −46,074−31.0% | Reduced |
| Price T Rowe Associates Inc | 110,962 | $10.1M | 0.00% | −11,215−9.2% | Reduced |
| Balyasny Asset Management LLC | 111,286 | $10.1M | 0.03% | +111,286 | New |
| Nuveen Asset Management, LLC | 116,151 | $10.6M | 0.00% | +1,838+1.6% | Added |
| Brandywine Global Investment Management, LLC | 136,259 | $12.4M | 0.09% | −1,021−0.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 139,882 | $12.7M | 0.06% | +1,190+0.9% | Added |
| Principal Financial Group Inc | 152,558 | $13.9M | 0.01% | −9,983−6.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 163,258 | $14.9M | 0.01% | +8,408+5.4% | Added |
| Bank of New York Mellon Corp | 177,315 | $16.2M | 0.00% | −5,770−3.2% | Reduced |
| Morgan Stanley | 221,315 | $20.2M | 0.00% | +66,531+43.0% | Added |
| Conversant Capital LLC | 280,000 | $25.5M | 5.97% | −20,000−6.7% | Reduced |
| American Century Companies Inc | 307,303 | $28.0M | 0.02% | +12,480+4.2% | Added |
| Boston Partners | 310,321 | $28.1M | 0.03% | −9,302−2.9% | Reduced |
| FMR LLC | 313,742 | $28.6M | 0.00% | +306,916+4,496.3% | Added |
| Citadel Advisors LLC | 317,622 | $28.9M | 0.03% | −361,006−53.2% | Reduced |
| Norges Bank | 335,154 | $30.5M | 0.00% | −18,562−5.2% | Reduced |
| Epoch Investment Partners, Inc. | 345,296 | $31.5M | 0.14% | −42,045−10.9% | Reduced |
| Northern Trust Corp | 358,669 | $32.7M | 0.01% | −32,458−8.3% | Reduced |
| Charles Schwab Investment Management Inc | 400,675 | $36.5M | 0.01% | +3,930+1.0% | Added |
| Basswood Capital Management, L.L.C. | 440,930 | $40.2M | 2.35% | +98,550+28.8% | Added |
| Goldman Sachs Group Inc | 474,849 | $43.3M | 0.01% | +106,752+29.0% | Added |
| Geode Capital Management, LLC | 591,291 | $53.9M | 0.00% | +12,023+2.1% | Added |
| State Street Corp | 825,493 | $75.2M | 0.00% | −16,632−2.0% | Reduced |
| JPMorgan Chase & Co | 868,936 | $79.2M | 0.01% | +155,229+21.7% | Added |
| Invesco Ltd. | 973,259 | $88.7M | 0.02% | +7,147+0.7% | Added |
| Senvest Management, LLC | 1,054,462 | $96.1M | 3.71% | −128,689−10.9% | Reduced |
| BlackRock Inc. | 2,117,762 | $192.9M | 0.00% | −50,286−2.3% | Reduced |
| Vanguard Group Inc | 2,618,386 | $238.5M | 0.00% | +8,345+0.3% | Added |
| Dimensional Fund Advisors LP | 2,714,723 | $247.3M | 0.07% | +23,211+0.9% | Added |
| MFN Partners Management, LP | 4,531,792 | $412.8M | 11.72% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,710,366 | $429.1M | 0.26% | −202,235−4.1% | Reduced |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −134,670−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −88,353−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −68,800−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −54,647−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −41,504−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −38,715−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,132−100.0% | Sold out |