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, Q3 2024
Institutional positions in PennyMac Financial Services, Inc. as of Sep 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
- 202
- +20 vs. Q2 2024
- Shares held
- 30.6M
- +3.60M (+13.3%) vs. Q2 2024
- Total value
- $3.49B
- +$931.9M (+36.5%) vs. Q2 2024
- New holders
- 43
- 69 more added
- Sold out
- 23
- 58 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $516.5M | 10.18% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,480,193 | $510.6M | 0.31% | −157,079−3.4% | Reduced |
| Vanguard Group Inc | 2,686,913 | $306.2M | 0.01% | +31,756+1.2% | Added |
| Dimensional Fund Advisors LP | 2,249,934 | $256.4M | 0.06% | −222,030−9.0% | Reduced |
| BlackRock, Inc. | 2,212,174 | $252.1M | 0.01% | +2,212,174 | New |
| Invesco Ltd. | 1,179,931 | $134.5M | 0.03% | +134,236+12.8% | Added |
| FMR LLC | 1,166,998 | $133.0M | 0.01% | +815,389+231.9% | Added |
| Senvest Management, LLC | 989,062 | $112.7M | 3.93% | −120,069−10.8% | Reduced |
| JPMorgan Chase & Co | 954,713 | $108.8M | 0.01% | +21,751+2.3% | Added |
| Goldman Sachs Group Inc | 934,712 | $106.5M | 0.02% | +278,363+42.4% | Added |
| State Street Corp | 911,741 | $103.9M | 0.00% | +51,777+6.0% | Added |
| Geode Capital Management, LLC | 647,764 | $73.8M | 0.01% | +19,662+3.1% | Added |
| Basswood Capital Management, L.L.C. | 458,332 | $52.2M | 2.69% | +1650.0% | Added |
| Charles Schwab Investment Management Inc | 447,351 | $51.0M | 0.01% | +31,035+7.5% | Added |
| Northern Trust Corp | 372,321 | $42.4M | 0.01% | +12,310+3.4% | Added |
| Norges Bank | 372,074 | $42.4M | 0.01% | +9,986+2.8% | Added |
| American Century Companies Inc | 341,866 | $39.0M | 0.02% | −6,113−1.8% | Reduced |
| Alyeska Investment Group, L.P. | 329,326 | $37.5M | 0.19% | +329,326 | New |
| Boston Partners | 331,083 | $37.3M | 0.04% | +33,967+11.4% | Added |
| Millennium Management LLC | 253,618 | $28.9M | 0.03% | +4,581+1.8% | Added |
| Massachusetts Financial Services Co | 216,228 | $24.6M | 0.01% | +216,228 | New |
| Conversant Capital LLC | 200,000 | $22.8M | 4.26% | −99,000−33.1% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 192,066 | $21.9M | 4.68% | +192,066 | New |
| Morgan Stanley | 178,496 | $20.3M | 0.00% | +17,896+11.1% | Added |
| Ameriprise Financial Inc | 178,123 | $20.3M | 0.01% | −17,025−8.7% | Reduced |
| Palisade Capital Management LLC | 167,374 | $19.1M | 0.51% | +73,503+78.3% | Added |
| Bank of New York Mellon Corp | 162,097 | $18.5M | 0.00% | −20,148−11.1% | Reduced |
| Principal Financial Group Inc | 136,578 | $15.6M | 0.01% | −16,226−10.6% | Reduced |
| Epoch Investment Partners, Inc. | 129,872 | $14.8M | 0.07% | −22,580−14.8% | Reduced |
| Kinetic Partners Management, LP | 127,800 | $14.6M | 1.01% | +127,800 | New |
| Price T Rowe Associates Inc | 120,294 | $13.7M | 0.00% | +227+0.2% | Added |
| Brandywine Global Investment Management, LLC | 126,454 | $13.7M | 0.09% | −3,600−2.8% | Reduced |
| Nuveen Asset Management, LLC | 116,905 | $13.3M | 0.00% | −963−0.8% | Reduced |
| Picton Mahoney Asset Management | 106,939 | $12.2M | 0.47% | +47,646+80.4% | Added |
| Arrowstreet Capital, Limited Partnership | 102,813 | $11.7M | 0.01% | −28,199−21.5% | Reduced |
| South Dakota Investment Council | 97,767 | $11.1M | 0.22% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 96,324 | $11.0M | 0.00% | +669+0.7% | Added |
| Allianz Asset Management GmbH | 95,590 | $10.9M | 0.02% | +11,547+13.7% | Added |
| Alliancebernstein L.P. | 94,559 | $10.8M | 0.00% | −10,790−10.2% | Reduced |
| Bank of America Corp | 92,661 | $10.6M | 0.00% | +57,880+166.4% | Added |
| Qube Research & Technologies Ltd | 92,332 | $10.5M | 0.02% | −16,379−15.1% | Reduced |
| Macquarie Group Ltd | 92,042 | $10.5M | 0.01% | −9,946−9.8% | Reduced |
| Blackstone Group Inc. | 85,000 | $9.69M | 0.04% | +85,000 | New |
| Swiss National Bank | 84,500 | $9.63M | 0.01% | +200+0.2% | Added |
| Citadel Advisors LLC | 77,120 | $8.79M | 0.01% | +20,011+35.0% | Added |
| New York State Common Retirement Fund | 66,988 | $7.63M | 0.01% | +11,399+20.5% | Added |
| Barclays PLC | 60,179 | $6.86M | 0.00% | +50,238+505.4% | Added |
| TD Asset Management Inc | 59,198 | $6.74M | 0.01% | −1,600−2.6% | Reduced |
| Advantage Alpha Capital Partners LP | 52,417 | $5.97M | 1.36% | −14,612−21.8% | Reduced |
| UBS Group AG | 49,204 | $5.61M | 0.00% | +22,365+83.3% | Added |
| Jane Street Group, LLC | 47,190 | $5.38M | 0.01% | +10,228+27.7% | Added |
| Legal & General Group Plc | 43,789 | $4.99M | 0.00% | +3,230+8.0% | Added |
| Rhumbline Advisers | 41,115 | $4.69M | 0.00% | −2,664−6.1% | Reduced |
| California State Teachers Retirement System | 39,739 | $4.53M | 0.01% | −1,146−2.8% | Reduced |
| Denali Advisors LLC | 38,800 | $4.42M | 0.48% | −29,000−42.8% | Reduced |
| EMG Holdings, L.P. | 38,649 | $4.40M | 6.12% | −25,802−40.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 37,856 | $4.31M | 0.02% | −88,309−70.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 36,015 | $4.10M | 0.60% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 35,128 | $4.00M | 0.01% | +27,503+360.7% | Added |
| Deutsche Bank AG | 35,127 | $4.00M | 0.00% | +3,574+11.3% | Added |
| Squarepoint Ops LLC | 30,101 | $3.43M | 0.01% | +13,084+76.9% | Added |
| Victory Capital Management Inc | 29,725 | $3.39M | 0.00% | −8,968−23.2% | Reduced |
| Wells Fargo & Company | 28,187 | $3.21M | 0.00% | −492−1.7% | Reduced |
| 1832 Asset Management L.P. | 28,100 | $3.20M | 0.01% | +1,900+7.3% | Added |
| AQR Capital Management LLC | 27,788 | $3.17M | 0.00% | +14,845+114.7% | Added |
| Federated Hermes, Inc. | 27,787 | $3.17M | 0.01% | −24,121−46.5% | Reduced |
| Edgestream Partners, L.P. | 22,583 | $2.57M | 0.11% | −62,278−73.4% | Reduced |
| Citigroup Inc | 22,481 | $2.56M | 0.00% | +13,101+139.7% | Added |
| Assenagon Asset Management S.A. | 21,373 | $2.44M | 0.01% | −18,349−46.2% | Reduced |
| Dark Forest Capital Management LP | 19,660 | $2.24M | 0.29% | +12,900+190.8% | Added |
| Janus Henderson Group PLC | 19,514 | $2.22M | 0.00% | 00.0% | Unchanged |
| HighVista Strategies LLC | 19,337 | $2.20M | 0.76% | +6,100+46.1% | Added |
| State of New Jersey Common Pension Fund D | 19,251 | $2.19M | 0.01% | −2,504−11.5% | Reduced |
| BNP Paribas Arbitrage, SA | 18,508 | $2.11M | 0.00% | +8,702+88.7% | Added |
| Manufacturers Life Insurance Company, The | 18,318 | $2.09M | 0.00% | −131−0.7% | Reduced |
| QRG Capital Management, Inc. | 18,003 | $2.05M | 0.02% | −16,897−48.4% | Reduced |
| Mercer Global Advisors Inc | 18,067 | $2.03M | 0.00% | −15,142−45.6% | Reduced |
| Ensign Peak Advisors, Inc | 17,469 | $1.99M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 17,388 | $1.98M | 0.00% | +4,648+36.5% | Added |
| Great West Life Assurance Co | 17,079 | $1.95M | 0.00% | −2,481−12.7% | Reduced |
| Russell Investments Group, Ltd. | 15,505 | $1.77M | 0.00% | −3,607−18.9% | Reduced |
| MetLife Investment Management | 15,424 | $1.76M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,086 | $1.72M | 0.02% | +8,078+115.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,611 | $1.67M | 0.00% | +1,595+12.3% | Added |
| State of Wisconsin Investment Board | 14,436 | $1.65M | 0.00% | −200−1.4% | Reduced |
| Corebridge Financial, Inc. | 14,296 | $1.63M | 0.01% | −89−0.6% | Reduced |
| Seven Eight Capital, LP | 14,285 | $1.63M | 0.15% | +11,449+403.7% | Added |
| Dakota Wealth Management | 14,204 | $1.62M | 0.04% | −112−0.8% | Reduced |
| Thrivent Financial for Lutherans | 13,482 | $1.54M | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,798 | $1.46M | 0.03% | −106−0.8% | Reduced |
| Arizona State Retirement System | 12,464 | $1.42M | 0.01% | +465+3.9% | Added |
| SG Americas Securities, LLC | 11,911 | $1.36M | 0.01% | +8,871+291.8% | Added |
| Franklin Resources Inc | 10,861 | $1.17M | 0.00% | −254−2.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,554 | $1.09M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,474 | $1.08M | 0.00% | +9,474 | New |
| Nomura Holdings Inc | 9,444 | $1.08M | 0.01% | +9,444 | New |
| Options Solutions, LLC | 9,199 | $1.05M | 0.51% | +9,199 | New |
| First Trust Advisors LP | 9,021 | $1.03M | 0.00% | −5,296−37.0% | Reduced |
| Voya Investment Management LLC | 8,594 | $979.5K | 0.00% | −200−2.3% | Reduced |
| Handelsbanken Fonder AB | 8,400 | $957.0K | 0.00% | 00.0% | Unchanged |