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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 11,999 | $1.14M | 0.01% | +336+2.9% | Added |
| SEI Investments Co | 12,740 | $1.21M | 0.00% | +3,870+43.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,904 | $1.22M | 0.02% | +9,357+263.8% | Added |
| AQR Capital Management LLC | 12,943 | $1.22M | 0.00% | −11,919−47.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,016 | $1.23M | 0.00% | +13,016 | New |
| HighVista Strategies LLC | 13,237 | $1.25M | 0.46% | −3,200−19.5% | Reduced |
| Thrivent Financial for Lutherans | 13,482 | $1.28M | 0.00% | −577−4.1% | Reduced |
| Dakota Wealth Management | 14,316 | $1.35M | 0.03% | −6,914−32.6% | Reduced |
| First Trust Advisors LP | 14,317 | $1.35M | 0.00% | −9,155−39.0% | Reduced |
| Corebridge Financial, Inc. | 14,385 | $1.36M | 0.01% | +14,385 | New |
| State of Wisconsin Investment Board | 14,636 | $1.38M | 0.00% | +6,603+82.2% | Added |
| MetLife Investment Management | 15,424 | $1.46M | 0.01% | +2,657+20.8% | Added |
| Squarepoint Ops LLC | 17,017 | $1.61M | 0.01% | −53,173−75.8% | Reduced |
| Ensign Peak Advisors, Inc | 17,469 | $1.65M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 18,449 | $1.75M | 0.00% | +1,166+6.7% | Added |
| Russell Investments Group, Ltd. | 19,112 | $1.81M | 0.00% | −134−0.7% | Reduced |
| Janus Henderson Group PLC | 19,514 | $1.84M | 0.00% | −205−1.0% | Reduced |
| Great West Life Assurance Co | 19,560 | $1.85M | 0.00% | −3,873−16.5% | Reduced |
| State of New Jersey Common Pension Fund D | 21,755 | $2.06M | 0.01% | −10,415−32.4% | Reduced |
| 1832 Asset Management L.P. | 26,200 | $2.48M | 0.00% | +6,600+33.7% | Added |
| UBS Group AG | 26,839 | $2.54M | 0.00% | −45,574−62.9% | Reduced |
| Wells Fargo & Company | 28,679 | $2.71M | 0.00% | +12,356+75.7% | Added |
| Holocene Advisors, LP | 31,178 | $2.95M | 0.01% | +31,178 | New |
| Deutsche Bank AG | 31,553 | $2.98M | 0.00% | +18,154+135.5% | Added |
| Mercer Global Advisors Inc | 33,209 | $3.14M | 0.01% | +1,988+6.4% | Added |
| Bank of America Corp | 34,781 | $3.29M | 0.00% | −34,126−49.5% | Reduced |
| QRG Capital Management, Inc. | 34,900 | $3.30M | 0.04% | +1,008+3.0% | Added |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.41M | 0.53% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,962 | $3.50M | 0.00% | −8,470−18.6% | Reduced |
| FJ Capital Management LLC | 37,987 | $3.59M | 0.38% | +10,850+40.0% | Added |
| Victory Capital Management Inc | 38,693 | $3.66M | 0.00% | −591−1.5% | Reduced |
| Assenagon Asset Management S.A. | 39,722 | $3.76M | 0.01% | −28,144−41.5% | Reduced |
| Legal & General Group Plc | 40,559 | $3.84M | 0.00% | −86−0.2% | Reduced |
| California State Teachers Retirement System | 40,885 | $3.87M | 0.00% | −48−0.1% | Reduced |
| Rhumbline Advisers | 43,779 | $4.14M | 0.00% | −91−0.2% | Reduced |
| Federated Hermes, Inc. | 51,908 | $4.91M | 0.01% | +396+0.8% | Added |
| New York State Common Retirement Fund | 55,589 | $5.26M | 0.01% | +30,275+119.6% | Added |
| Citadel Advisors LLC | 57,109 | $5.40M | 0.01% | −260,513−82.0% | Reduced |
| Picton Mahoney Asset Management | 59,293 | $5.61M | 0.24% | +11,964+25.3% | Added |
| TD Asset Management Inc | 60,798 | $5.75M | 0.01% | −714−1.2% | Reduced |
| EMG Holdings, L.P. | 64,451 | $6.10M | 6.90% | +33,370+107.4% | Added |
| Advantage Alpha Capital Partners LP | 67,029 | $6.34M | 1.38% | +12,960+24.0% | Added |
| Denali Advisors LLC | 67,800 | $6.41M | 1.76% | +26,200+63.0% | Added |
| Man Group plc | 74,223 | $7.02M | 0.02% | −10,150−12.0% | Reduced |
| Allianz Asset Management GmbH | 84,043 | $7.95M | 0.01% | +16,164+23.8% | Added |
| Swiss National Bank | 84,300 | $7.97M | 0.01% | +700+0.8% | Added |
| Edgestream Partners, L.P. | 84,861 | $8.03M | 0.39% | +61,087+256.9% | Added |
| Palisade Capital Management LLC | 93,871 | $8.88M | 0.24% | +93,871 | New |
| UBS Asset Management Americas Inc | 95,655 | $9.05M | 0.00% | +41,991+78.2% | Added |
| South Dakota Investment Council | 97,767 | $9.25M | 0.19% | +31,728+48.0% | Added |
| Macquarie Group Ltd | 101,988 | $9.65M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 105,349 | $9.97M | 0.00% | +2,830+2.8% | Added |
| Qube Research & Technologies Ltd | 108,711 | $10.3M | 0.02% | +15,045+16.1% | Added |
| Nuveen Asset Management, LLC | 117,868 | $11.2M | 0.00% | +1,717+1.5% | Added |
| Price T Rowe Associates Inc | 120,067 | $11.4M | 0.00% | +9,105+8.2% | Added |
| Jacobs Levy Equity Management, Inc | 126,165 | $11.9M | 0.05% | −13,717−9.8% | Reduced |
| Brandywine Global Investment Management, LLC | 130,054 | $12.3M | 0.09% | −6,205−4.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 131,012 | $12.4M | 0.01% | −32,246−19.8% | Reduced |
| Epoch Investment Partners, Inc. | 152,452 | $14.4M | 0.07% | −192,844−55.8% | Reduced |
| Principal Financial Group Inc | 152,804 | $14.5M | 0.01% | +246+0.2% | Added |
| Morgan Stanley | 160,600 | $15.2M | 0.00% | −60,715−27.4% | Reduced |
| Bank of New York Mellon Corp | 182,245 | $17.2M | 0.00% | +4,930+2.8% | Added |
| Ameriprise Financial Inc | 195,148 | $18.5M | 0.00% | +166,851+589.6% | Added |
| Millennium Management LLC | 249,037 | $23.6M | 0.02% | +204,068+453.8% | Added |
| Conversant Capital LLC | 299,000 | $28.3M | 6.20% | +19,000+6.8% | Added |
| Boston Partners | 297,116 | $28.3M | 0.04% | −13,205−4.3% | Reduced |
| Balyasny Asset Management LLC | 301,302 | $28.5M | 0.07% | +190,016+170.7% | Added |
| American Century Companies Inc | 347,979 | $32.9M | 0.02% | +40,676+13.2% | Added |
| FMR LLC | 351,609 | $33.3M | 0.00% | +37,867+12.1% | Added |
| Northern Trust Corp | 360,011 | $34.1M | 0.01% | +1,342+0.4% | Added |
| Norges Bank | 362,088 | $34.3M | 0.01% | +26,934+8.0% | Added |
| Charles Schwab Investment Management Inc | 416,316 | $39.4M | 0.01% | +15,641+3.9% | Added |
| Basswood Capital Management, L.L.C. | 458,167 | $43.3M | 2.82% | +17,237+3.9% | Added |
| Geode Capital Management, LLC | 628,102 | $59.4M | 0.01% | +36,811+6.2% | Added |
| Goldman Sachs Group Inc | 656,349 | $62.1M | 0.01% | +181,500+38.2% | Added |
| State Street Corp | 859,964 | $81.4M | 0.00% | +34,471+4.2% | Added |
| JPMorgan Chase & Co | 932,962 | $88.3M | 0.01% | +64,026+7.4% | Added |
| Invesco Ltd. | 1,045,695 | $98.9M | 0.02% | +72,436+7.4% | Added |
| Senvest Management, LLC | 1,109,131 | $104.9M | 4.03% | +54,669+5.2% | Added |
| BlackRock Inc. | 2,200,275 | $208.1M | 0.00% | +82,513+3.9% | Added |
| Dimensional Fund Advisors LP | 2,471,964 | $233.8M | 0.06% | −242,759−8.9% | Reduced |
| Vanguard Group Inc | 2,655,157 | $251.2M | 0.00% | +36,771+1.4% | Added |
| MFN Partners Management, LP | 4,531,792 | $428.7M | 14.54% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,637,272 | $438.7M | 0.28% | −73,094−1.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −59,884−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −26,591−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −19,656−100.0% | Sold out |
| Abrams Bison Investments, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −12,583−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,726−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,875−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −6,825−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,699−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,713−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −5,459−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −4,607−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,439−100.0% | Sold out |