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