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, Q2 2024
Institutional positions in PennyMac Financial Services, Inc. as of Jun 30, 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
- 184
- −7 vs. Q1 2024
- Shares held
- 30.2M
- +6.56K (0.0%) vs. Q1 2024
- Total value
- $2.85B
- +$107.3M (+3.9%) vs. Q1 2024
- New holders
- 26
- 77 more added
- Sold out
- 33
- 56 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 4,637,272 | $438.7M | 0.28% | −73,094−1.6% | Reduced |
| MFN Partners Management, LP | 4,531,792 | $428.7M | 14.54% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,655,157 | $251.2M | 0.00% | +36,771+1.4% | Added |
| Dimensional Fund Advisors LP | 2,471,964 | $233.8M | 0.06% | −242,759−8.9% | Reduced |
| BlackRock Inc. | 2,200,275 | $208.1M | 0.00% | +82,513+3.9% | Added |
| JPMorgan Chase & Co | 1,865,924 | $176.5M | 0.01% | +128,052+7.4% | Added |
| Senvest Management, LLC | 1,109,131 | $104.9M | 4.03% | +54,669+5.2% | Added |
| Invesco Ltd. | 1,045,695 | $98.9M | 0.02% | +72,436+7.4% | Added |
| State Street Corp | 859,964 | $81.4M | 0.00% | +34,471+4.2% | Added |
| Goldman Sachs Group Inc | 656,349 | $62.1M | 0.01% | +181,500+38.2% | Added |
| Geode Capital Management, LLC | 628,102 | $59.4M | 0.01% | +36,811+6.2% | Added |
| Basswood Capital Management, L.L.C. | 458,167 | $43.3M | 2.82% | +17,237+3.9% | Added |
| Charles Schwab Investment Management Inc | 416,316 | $39.4M | 0.01% | +15,641+3.9% | Added |
| Norges Bank | 362,088 | $34.3M | 0.01% | +26,934+8.0% | Added |
| Northern Trust Corp | 360,011 | $34.1M | 0.01% | +1,342+0.4% | Added |
| FMR LLC | 351,609 | $33.3M | 0.00% | +37,867+12.1% | Added |
| American Century Companies Inc | 347,979 | $32.9M | 0.02% | +40,676+13.2% | Added |
| Balyasny Asset Management LLC | 301,302 | $28.5M | 0.07% | +190,016+170.7% | Added |
| Boston Partners | 297,116 | $28.3M | 0.04% | −13,205−4.3% | Reduced |
| Conversant Capital LLC | 299,000 | $28.3M | 6.20% | +19,000+6.8% | Added |
| Millennium Management LLC | 249,037 | $23.6M | 0.02% | +204,068+453.8% | Added |
| Ameriprise Financial Inc | 195,148 | $18.5M | 0.00% | +166,851+589.6% | Added |
| Bank of New York Mellon Corp | 182,245 | $17.2M | 0.00% | +4,930+2.8% | Added |
| Morgan Stanley | 160,600 | $15.2M | 0.00% | −503,345−75.8% | Reduced |
| Principal Financial Group Inc | 152,804 | $14.5M | 0.01% | +246+0.2% | Added |
| Epoch Investment Partners, Inc. | 152,452 | $14.4M | 0.07% | −192,844−55.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 131,012 | $12.4M | 0.01% | −32,246−19.8% | Reduced |
| Brandywine Global Investment Management, LLC | 130,054 | $12.3M | 0.09% | −6,205−4.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 126,165 | $11.9M | 0.05% | −13,717−9.8% | Reduced |
| Price T Rowe Associates Inc | 120,067 | $11.4M | 0.00% | +9,105+8.2% | Added |
| Nuveen Asset Management, LLC | 117,868 | $11.2M | 0.00% | +1,717+1.5% | Added |
| Qube Research & Technologies Ltd | 108,711 | $10.3M | 0.02% | +15,045+16.1% | Added |
| Alliancebernstein L.P. | 105,349 | $9.97M | 0.00% | +2,830+2.8% | Added |
| Macquarie Group Ltd | 101,988 | $9.65M | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 97,767 | $9.25M | 0.19% | +31,728+48.0% | Added |
| UBS Asset Management Americas Inc | 95,655 | $9.05M | 0.00% | +41,991+78.2% | Added |
| Palisade Capital Management LLC | 93,871 | $8.88M | 0.24% | +93,871 | New |
| Edgestream Partners, L.P. | 84,861 | $8.03M | 0.39% | +61,087+256.9% | Added |
| Swiss National Bank | 84,300 | $7.97M | 0.01% | +700+0.8% | Added |
| Allianz Asset Management GmbH | 84,043 | $7.95M | 0.01% | +16,164+23.8% | Added |
| Man Group plc | 74,223 | $7.02M | 0.02% | −10,150−12.0% | Reduced |
| Denali Advisors LLC | 67,800 | $6.41M | 1.76% | +26,200+63.0% | Added |
| Advantage Alpha Capital Partners LP | 67,029 | $6.34M | 1.38% | +12,960+24.0% | Added |
| EMG Holdings, L.P. | 64,451 | $6.10M | 6.90% | +33,370+107.4% | Added |
| TD Asset Management Inc | 60,798 | $5.75M | 0.01% | −714−1.2% | Reduced |
| Picton Mahoney Asset Management | 59,293 | $5.61M | 0.24% | +11,964+25.3% | Added |
| Citadel Advisors LLC | 57,109 | $5.40M | 0.01% | −260,513−82.0% | Reduced |
| New York State Common Retirement Fund | 55,589 | $5.26M | 0.01% | +30,275+119.6% | Added |
| Federated Hermes, Inc. | 51,908 | $4.91M | 0.01% | +396+0.8% | Added |
| Rhumbline Advisers | 43,779 | $4.14M | 0.00% | −91−0.2% | Reduced |
| California State Teachers Retirement System | 40,885 | $3.87M | 0.00% | −48−0.1% | Reduced |
| Legal & General Group Plc | 40,559 | $3.84M | 0.00% | −86−0.2% | Reduced |
| Assenagon Asset Management S.A. | 39,722 | $3.76M | 0.01% | −28,144−41.5% | Reduced |
| Victory Capital Management Inc | 38,693 | $3.66M | 0.00% | −591−1.5% | Reduced |
| FJ Capital Management LLC | 37,987 | $3.59M | 0.38% | +10,850+40.0% | Added |
| Jane Street Group, LLC | 36,962 | $3.50M | 0.00% | −8,470−18.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.41M | 0.53% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 34,900 | $3.30M | 0.04% | +1,008+3.0% | Added |
| Bank of America Corp | 34,781 | $3.29M | 0.00% | −34,126−49.5% | Reduced |
| Mercer Global Advisors Inc | 33,209 | $3.14M | 0.01% | +1,988+6.4% | Added |
| Deutsche Bank AG | 31,553 | $2.98M | 0.00% | +18,154+135.5% | Added |
| Holocene Advisors, LP | 31,178 | $2.95M | 0.01% | +31,178 | New |
| Wells Fargo & Company | 28,679 | $2.71M | 0.00% | +12,356+75.7% | Added |
| UBS Group AG | 26,839 | $2.54M | 0.00% | −45,574−62.9% | Reduced |
| 1832 Asset Management L.P. | 26,200 | $2.48M | 0.00% | +6,600+33.7% | Added |
| State of New Jersey Common Pension Fund D | 21,755 | $2.06M | 0.01% | −10,415−32.4% | Reduced |
| Great West Life Assurance Co | 19,560 | $1.85M | 0.00% | −3,873−16.5% | Reduced |
| Janus Henderson Group PLC | 19,514 | $1.84M | 0.00% | −205−1.0% | Reduced |
| Russell Investments Group, Ltd. | 19,112 | $1.81M | 0.00% | −134−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 18,449 | $1.75M | 0.00% | +1,166+6.7% | Added |
| Ensign Peak Advisors, Inc | 17,469 | $1.65M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 17,017 | $1.61M | 0.01% | −53,173−75.8% | Reduced |
| MetLife Investment Management | 15,424 | $1.46M | 0.01% | +2,657+20.8% | Added |
| State of Wisconsin Investment Board | 14,636 | $1.38M | 0.00% | +6,603+82.2% | Added |
| Corebridge Financial, Inc. | 14,385 | $1.36M | 0.01% | +14,385 | New |
| First Trust Advisors LP | 14,317 | $1.35M | 0.00% | −9,155−39.0% | Reduced |
| Dakota Wealth Management | 14,316 | $1.35M | 0.03% | −6,914−32.6% | Reduced |
| Thrivent Financial for Lutherans | 13,482 | $1.28M | 0.00% | −577−4.1% | Reduced |
| HighVista Strategies LLC | 13,237 | $1.25M | 0.46% | −3,200−19.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,016 | $1.23M | 0.00% | +13,016 | New |
| AQR Capital Management LLC | 12,943 | $1.22M | 0.00% | −11,919−47.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,904 | $1.22M | 0.02% | +9,357+263.8% | Added |
| SEI Investments Co | 12,740 | $1.21M | 0.00% | +3,870+43.6% | Added |
| Arizona State Retirement System | 11,999 | $1.14M | 0.01% | +336+2.9% | Added |
| Franklin Resources Inc | 11,115 | $1.05M | 0.00% | −902−7.5% | Reduced |
| MorganRosel Wealth Management, LLC | 10,225 | $967.3K | 0.34% | −586−5.4% | Reduced |
| Barclays PLC | 9,941 | $940.4K | 0.00% | −16,408−62.3% | Reduced |
| BNP Paribas Arbitrage, SA | 9,806 | $927.6K | 0.00% | −4,111−29.5% | Reduced |
| LSV Asset Management | 9,700 | $918.0K | 0.00% | −5,800−37.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,554 | $903.8K | 0.00% | +935+10.8% | Added |
| Citigroup Inc | 9,380 | $887.4K | 0.00% | +2,610+38.6% | Added |
| Campbell & CO Investment Adviser LLC | 9,119 | $862.7K | 0.07% | −32,295−78.0% | Reduced |
| Nebula Research & Development LLC | 8,833 | $835.6K | 0.14% | +8,833 | New |
| Voya Investment Management LLC | 8,794 | $831.9K | 0.00% | +563+6.8% | Added |
| Handelsbanken Fonder AB | 8,400 | $795.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,625 | $721.3K | 0.00% | −2,453−24.3% | Reduced |
| State of Wyoming | 7,380 | $698.1K | 0.11% | +1,231+20.0% | Added |
| Vise Technologies, Inc. | 7,270 | $687.8K | 0.12% | +2,662+57.8% | Added |
| Toroso Investments, LLC | 7,008 | $663.0K | 0.01% | +7,008 | New |
| Dark Forest Capital Management LP | 6,760 | $639.5K | 0.12% | +6,760 | New |