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