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 |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −24,521−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −21,103−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −19,480−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −16,952−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,227−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,470−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,532−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −7,283−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,665−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −6,511−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −5,793−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,672−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,516−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −3,351−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,861−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,649−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −2,352−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |