PennyMac Financial Services, Inc.

PFSI

Exchange: NYSE
Industry: Mortgage Bankers & Loan Correspondents
SEC CIK: 0001745916

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding PennyMac Financial Services, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of PFSI: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	184	2	202	+20
Shares	29.2M	2.20M	30.6M	+3.60M (+13.3%)
Value	$2.76B	$208.2M	$3.49B	+$931.9M (+36.5%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to PFSI in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	2,212,174	$252.1M	0.01%
Alyeska Investment Group, L.P.	329,326	$37.5M	0.19%
Massachusetts Financial Services Co	216,228	$24.6M	0.01%
Philadelphia Financial Management of San Francisco, LLC	192,066	$21.9M	4.68%
Kinetic Partners Management, LP	127,800	$14.6M	1.01%
Blackstone Group Inc.	85,000	$9.69M	0.04%
Susquehanna International Group, LLP	9,474	$1.08M	0.00%
Nomura Holdings Inc	9,444	$1.08M	0.01%
Options Solutions, LLC	9,199	$1.05M	0.51%
Intech Investment Management LLC	8,390	$956.2K	0.01%
Wolverine Trading, LLC	6,936	$789.3K	0.02%
Tudor Investment Corp Et Al	6,869	$782.9K	0.01%
HighTower Advisors, LLC	6,111	$702.0K	0.00%
FORA Capital, LLC	5,407	$616.2K	0.07%
XTX Topco Ltd	5,384	$613.6K	0.04%
Summit Global Investments	5,305	$605.0K	0.04%
Greenland Capital Management LP	5,120	$583.5K	0.11%
Two Sigma Investments, LP	3,222	$367.2K	0.00%
Gsa Capital Partners LLP	3,042	$347.0K	0.03%
Two Sigma Securities, LLC	2,940	$335.1K	0.03%
Par Capital Management Inc	2,500	$284.9K	0.01%
Shay Capital LLC	2,500	$284.9K	0.08%
nVerses Capital, LLC	2,500	$284.9K	0.13%
Aigen Investment Management, LP	2,455	$279.8K	0.05%
Prudential Financial Inc	2,370	$270.1K	0.00%
Profund Advisors LLC	2,249	$256.3K	0.01%
Headlands Technologies LLC	2,095	$238.8K	0.03%
Hohimer Wealth Management, LLC	2,073	$236.3K	0.05%
JustInvest LLC	1,856	$211.5K	0.00%
Smith Shellnut Wilson LLC	1,850	$210.8K	0.10%
Verition Fund Management LLC	1,781	$203.0K	0.00%
Mackenzie Financial Corp	1,770	$201.7K	0.00%
Xponance, Inc.	1,760	$200.6K	0.00%
STRS Ohio	500	$57.0K	0.00%
Harbor Capital Advisors, Inc.	327	$37.0K	0.00%
Financial Gravity Companies, Inc.	200	$22.8K	0.01%
Sterling Capital Management LLC	57	$6.50K	0.00%
C M Bidwell & Associates Ltd	36	$4.10K	0.00%
Capital Performance Advisors LLP	25	$2.85K	0.00%
Steward Partners Investment Advisory, LLC	20	$2.28K	0.00%
Hemington Wealth Management	19	$1.00K	0.00%
Bruce G. Allen Investments, LLC	7	$798	0.00%
Claris Advisors, LLC	4	$456	0.00%

Sold out (23)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of PFSI in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Balyasny Asset Management LLC	301,302	$28.5M
FJ Capital Management LLC	37,987	$3.59M
Holocene Advisors, LP	31,178	$2.95M
Campbell & CO Investment Adviser LLC	9,119	$862.7K
Nebula Research & Development LLC	8,833	$835.6K
Mitsubishi UFJ Trust & Banking Corp	6,463	$611.4K
Inceptionr LLC	5,507	$521.0K
Algert Global LLC	4,318	$408.5K
ClearAlpha Technologies LP	4,051	$383.2K
Y-Intercept (Hong Kong) Ltd	3,966	$375.2K
MML Investors Services, LLC	3,960	$375.0K
Jump Financial, LLC	3,900	$368.9K
Aristeia Capital LLC	3,809	$360.3K
Sherbrooke Park Advisers LLC	3,307	$312.8K
CenterStar Asset Management, LLC	2,851	$270.3K
Teacher Retirement System of Texas	2,815	$266.0K
Acadian Asset Management LLC	2,695	$254.0K
Caxton Associates LP	2,392	$226.3K
Grantham, Mayo, Van Otterloo & Co. LLC	2,286	$216.3K
Quarry LP	238	$22.5K
Innealta Capital, LLC	70	$6.62K
Redwood Wealth Management Group, LLC	55	$5.18K
RFP Financial Group LLC	6	$568

Not filed for Q3 2024 yet (2)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	2,200,275	$208.1M
Sofos Investments, Inc.	400	$37.8K