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
- 29.2M
- +384.9K (+1.3%) vs. Q1 2024
- Total value
- $2.76B
- +$138.5M (+5.3%) 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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $95 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 6 | $568 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $757 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $757 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 9 | $831 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10 | $946 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.04K | 0.00% | +1+10.0% | Added |
| Smartleaf Asset Management LLC | 12 | $1.11K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 14 | $1.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.42K | 0.00% | +10+200.0% | Added |
| Nisa Investment Advisors, LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $2.43K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 27 | $2.46K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 34 | $3.22K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $3.60K | 0.00% | +38 | New |
| Lindbrook Capital, LLC | 46 | $4.35K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 55 | $5.18K | 0.00% | +55 | New |
| GAMMA Investing LLC | 63 | $5.96K | 0.00% | +10+18.9% | Added |
| Innealta Capital, LLC | 70 | $6.62K | 0.00% | +70 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $8.32K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $9.46K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 102 | $9.65K | 0.00% | +65+175.7% | Added |
| HighMark Wealth Management LLC | 105 | $9.98K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $10.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $11.0K | 0.01% | +1+0.9% | Added |
| Principal Securities, Inc. | 146 | $13.8K | 0.00% | +13+9.8% | Added |
| CWM, LLC | 192 | $18.0K | 0.00% | +46+31.5% | Added |
| Comerica Bank | 200 | $18.9K | 0.00% | +41+25.8% | Added |
| Quadrant Capital Group LLC | 202 | $19.1K | 0.00% | +54+36.5% | Added |
| Quarry LP | 238 | $22.5K | 0.01% | +238 | New |
| Nomura Asset Management Co Ltd | 320 | $30.3K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 400 | $37.8K | 0.01% | −740−64.9% | Reduced |
| Ronald Blue Trust, Inc. | 440 | $40.1K | 0.00% | +413+1,529.6% | Added |
| Hexagon Capital Partners LLC | 477 | $45.1K | 0.01% | +109+29.6% | Added |
| Parkside Financial Bank & Trust | 517 | $48.9K | 0.01% | +28+5.7% | Added |
| Ci Investments Inc. | 531 | $50.0K | 0.00% | +8+1.5% | Added |
| Public Employees Retirement System of Ohio | 680 | $64.3K | 0.00% | −16−2.3% | Reduced |
| US Bancorp | 793 | $75.0K | 0.00% | −5−0.6% | Reduced |
| Amalgamated Bank | 896 | $85.0K | 0.00% | +41+4.8% | Added |
| KBC Group NV | 1,114 | $105.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,226 | $116.0K | 0.01% | −26,983−95.7% | Reduced |
| Northwest & Ethical Investments L.P. | 1,685 | $159.4K | 0.00% | +428+34.0% | Added |
| Foster & Motley Inc | 2,182 | $206.0K | 0.01% | −470−17.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,286 | $216.3K | 0.00% | +2,286 | New |
| Caxton Associates LP | 2,392 | $226.3K | 0.01% | −3,482−59.3% | Reduced |
| Navellier & Associates Inc | 2,500 | $236.5K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,643 | $250.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 2,651 | $250.8K | 0.00% | +193+7.9% | Added |
| Acadian Asset Management LLC | 2,695 | $254.0K | 0.00% | −771−22.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,699 | $255.3K | 0.00% | −1,403−34.2% | Reduced |
| Cannon Global Investment Management, LLC | 2,700 | $255.4K | 1.19% | +2,700 | New |
| Contravisory Investment Management, Inc. | 2,777 | $262.7K | 0.06% | −73−2.6% | Reduced |
| Teacher Retirement System of Texas | 2,815 | $266.0K | 0.00% | −763−21.3% | Reduced |
| Seven Eight Capital, LP | 2,836 | $268.3K | 0.03% | +2,836 | New |
| CenterStar Asset Management, LLC | 2,851 | $270.3K | 0.41% | +2,851 | New |
| Danske Bank A/S | 2,936 | $277.7K | 0.00% | −19−0.6% | Reduced |
| SG Americas Securities, LLC | 3,040 | $288.0K | 0.00% | +820+36.9% | Added |
| Interval Partners, LP | 3,246 | $307.1K | 0.01% | −8,908−73.3% | Reduced |
| Sherbrooke Park Advisers LLC | 3,307 | $312.8K | 0.05% | +3,307 | New |
| CIBC Private Wealth Group, LLC | 3,417 | $314.0K | 0.00% | +205+6.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,359 | $318.0K | 0.00% | +3,359 | New |
| ProShare Advisors LLC | 3,419 | $323.4K | 0.00% | −1,168−25.5% | Reduced |
| Cullen Capital Management LLC | 3,751 | $354.8K | 0.00% | +569+17.9% | Added |
| Aristeia Capital LLC | 3,809 | $360.3K | 0.01% | +3,809 | New |
| Jump Financial, LLC | 3,900 | $368.9K | 0.01% | −20,745−84.2% | Reduced |
| MML Investors Services, LLC | 3,960 | $375.0K | 0.00% | +3,960 | New |
| Y-Intercept (Hong Kong) Ltd | 3,966 | $375.2K | 0.02% | −2,217−35.9% | Reduced |
| ClearAlpha Technologies LP | 4,051 | $383.2K | 0.15% | +4,051 | New |
| Cynosure Management, LLC | 4,093 | $387.2K | 0.06% | +547+15.4% | Added |
| Quest Partners LLC | 4,137 | $391.4K | 0.05% | +3,440+493.5% | Added |
| Algert Global LLC | 4,318 | $408.5K | 0.01% | +4,318 | New |
| State Board of Administration of Florida Retirement System | 4,403 | $416.5K | 0.00% | +4,403 | New |
| Creative Planning | 4,977 | $470.8K | 0.00% | +1,865+59.9% | Added |
| Tower Research Capital LLC (TRC) | 4,997 | $472.7K | 0.01% | −2,197−30.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,000 | $473.0K | 0.01% | +1,048+26.5% | Added |
| Pictet Asset Management Holding SA | 5,270 | $498.5K | 0.00% | −168−3.1% | Reduced |
| HSBC Holdings PLC | 5,350 | $501.3K | 0.00% | −327−5.8% | Reduced |
| Inceptionr LLC | 5,507 | $521.0K | 0.15% | +1,742+46.3% | Added |
| One Capital Management, LLC | 5,608 | $530.5K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,546 | $575.0K | 0.00% | −335−3.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,463 | $611.4K | 0.00% | −13,553−67.7% | Reduced |
| Royal Bank of Canada | 6,539 | $619.0K | 0.00% | +2,030+45.0% | Added |
| Dark Forest Capital Management LP | 6,760 | $639.5K | 0.12% | +6,760 | New |
| Toroso Investments, LLC | 7,008 | $663.0K | 0.01% | +7,008 | New |
| Vise Technologies, Inc. | 7,270 | $687.8K | 0.12% | +2,662+57.8% | Added |
| State of Wyoming | 7,380 | $698.1K | 0.11% | +1,231+20.0% | Added |
| D. E. Shaw & Co., Inc. | 7,625 | $721.3K | 0.00% | −2,453−24.3% | Reduced |
| Handelsbanken Fonder AB | 8,400 | $795.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,794 | $831.9K | 0.00% | +563+6.8% | Added |
| Nebula Research & Development LLC | 8,833 | $835.6K | 0.14% | +8,833 | New |
| Campbell & CO Investment Adviser LLC | 9,119 | $862.7K | 0.07% | −32,295−78.0% | Reduced |
| Citigroup Inc | 9,380 | $887.4K | 0.00% | +2,610+38.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,554 | $903.8K | 0.00% | +935+10.8% | Added |
| LSV Asset Management | 9,700 | $918.0K | 0.00% | −5,800−37.4% | Reduced |
| BNP Paribas Arbitrage, SA | 9,806 | $927.6K | 0.00% | −4,111−29.5% | Reduced |
| Barclays PLC | 9,941 | $940.4K | 0.00% | −16,408−62.3% | Reduced |
| MorganRosel Wealth Management, LLC | 10,225 | $967.3K | 0.34% | −586−5.4% | Reduced |
| Franklin Resources Inc | 11,115 | $1.05M | 0.00% | −902−7.5% | Reduced |