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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $456 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 7 | $798 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 8 | $912 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $912 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 19 | $1.00K | 0.00% | +19 | New |
| Allspring Global Investments Holdings, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.48K | 0.00% | +2+18.2% | Added |
| SJS Investment Consulting Inc. | 14 | $1.60K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $1.71K | 0.00% | +6+66.7% | Added |
| Nisa Investment Advisors, LLC | 17 | $1.94K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $2.28K | 0.00% | +20 | New |
| Parallel Advisors, LLC | 22 | $2.51K | 0.00% | +5+29.4% | Added |
| Bell Investment Advisors, Inc | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 25 | $2.85K | 0.00% | +13+108.3% | Added |
| Capital Performance Advisors LLP | 25 | $2.85K | 0.00% | +25 | New |
| Mather Group, LLC. | 27 | $3.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 28 | $3.19K | 0.00% | +4+16.7% | Added |
| Rothschild Investment LLC | 30 | $3.42K | 0.00% | +15+100.0% | Added |
| JFS Wealth Advisors, LLC | 35 | $3.99K | 0.00% | +1+2.9% | Added |
| C M Bidwell & Associates Ltd | 36 | $4.10K | 0.00% | +36 | New |
| SRS Capital Advisors, Inc. | 38 | $4.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $6.27K | 0.00% | +9+19.6% | Added |
| Sterling Capital Management LLC | 57 | $6.50K | 0.00% | +57 | New |
| ClariVest Asset Management LLC | 102 | $9.65K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $10.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 90 | $10.3K | 0.00% | +27+42.9% | Added |
| Webster Bank, N. A. | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 106 | $12.1K | 0.01% | +1+1.0% | Added |
| Covestor Ltd | 118 | $13.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 126 | $14.0K | 0.00% | −66−34.4% | Reduced |
| Principal Securities, Inc. | 124 | $14.1K | 0.00% | −22−15.1% | Reduced |
| Signaturefd, LLC | 166 | $18.9K | 0.00% | +57+52.3% | Added |
| Financial Gravity Companies, Inc. | 200 | $22.8K | 0.01% | +200 | New |
| Quadrant Capital Group LLC | 202 | $23.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 203 | $23.2K | 0.00% | +3+1.5% | Added |
| Nomura Asset Management Co Ltd | 320 | $36.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 327 | $37.0K | 0.00% | +327 | New |
| Hexagon Capital Partners LLC | 449 | $51.2K | 0.01% | −28−5.9% | Reduced |
| STRS Ohio | 500 | $57.0K | 0.00% | +500 | New |
| Ci Investments Inc. | 581 | $66.0K | 0.00% | +50+9.4% | Added |
| Ronald Blue Trust, Inc. | 702 | $66.4K | 0.00% | +262+59.5% | Added |
| Public Employees Retirement System of Ohio | 654 | $74.5K | 0.00% | −26−3.8% | Reduced |
| Danske Bank A/S | 700 | $79.8K | 0.00% | −2,236−76.2% | Reduced |
| Parkside Financial Bank & Trust | 711 | $81.0K | 0.01% | +194+37.5% | Added |
| US Bancorp | 768 | $87.5K | 0.00% | −25−3.2% | Reduced |
| Amalgamated Bank | 896 | $102.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,340 | $153.0K | 0.00% | +226+20.3% | Added |
| LSV Asset Management | 1,500 | $171.0K | 0.00% | −8,200−84.5% | Reduced |
| Quantbot Technologies LP | 1,516 | $172.8K | 0.01% | +290+23.7% | Added |
| Xponance, Inc. | 1,760 | $200.6K | 0.00% | +1,760 | New |
| Mackenzie Financial Corp | 1,770 | $201.7K | 0.00% | +1,770 | New |
| Verition Fund Management LLC | 1,781 | $203.0K | 0.00% | +1,781 | New |
| Smith Shellnut Wilson LLC | 1,850 | $210.8K | 0.10% | +1,850 | New |
| JustInvest LLC | 1,856 | $211.5K | 0.00% | +1,856 | New |
| CIBC Private Wealth Group, LLC | 1,916 | $218.4K | 0.00% | −1,501−43.9% | Reduced |
| Hohimer Wealth Management, LLC | 2,073 | $236.3K | 0.05% | +2,073 | New |
| Headlands Technologies LLC | 2,095 | $238.8K | 0.03% | +2,095 | New |
| Foster & Motley Inc | 2,098 | $239.0K | 0.02% | −84−3.8% | Reduced |
| Profund Advisors LLC | 2,249 | $256.3K | 0.01% | +2,249 | New |
| Northwest & Ethical Investments L.P. | 2,330 | $265.6K | 0.01% | +645+38.3% | Added |
| Prudential Financial Inc | 2,370 | $270.1K | 0.00% | +2,370 | New |
| Cannon Global Investment Management, LLC | 2,400 | $273.5K | 0.65% | −300−11.1% | Reduced |
| Aigen Investment Management, LP | 2,455 | $279.8K | 0.05% | +2,455 | New |
| Advisor Group Holdings, Inc. | 2,469 | $281.4K | 0.00% | −230−8.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,500 | $284.9K | 0.01% | −2,500−50.0% | Reduced |
| Navellier & Associates Inc | 2,500 | $284.9K | 0.04% | 00.0% | Unchanged |
| Par Capital Management Inc | 2,500 | $284.9K | 0.01% | +2,500 | New |
| Shay Capital LLC | 2,500 | $284.9K | 0.08% | +2,500 | New |
| nVerses Capital, LLC | 2,500 | $284.9K | 0.13% | +2,500 | New |
| Ameritas Investment Partners, Inc. | 2,643 | $301.2K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 2,738 | $312.1K | 0.00% | +87+3.3% | Added |
| Contravisory Investment Management, Inc. | 2,777 | $316.5K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,940 | $335.1K | 0.03% | +2,940 | New |
| Gsa Capital Partners LLP | 3,042 | $347.0K | 0.03% | +3,042 | New |
| Two Sigma Investments, LP | 3,222 | $367.2K | 0.00% | +3,222 | New |
| Quest Partners LLC | 3,296 | $375.6K | 0.03% | −841−20.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,359 | $383.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 4,403 | $501.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,052 | $575.8K | 0.00% | +1,633+47.8% | Added |
| Greenland Capital Management LP | 5,120 | $583.5K | 0.11% | +5,120 | New |
| Summit Global Investments | 5,305 | $605.0K | 0.04% | +5,305 | New |
| XTX Topco Ltd | 5,384 | $613.6K | 0.04% | +5,384 | New |
| Pictet Asset Management Holding SA | 5,390 | $614.3K | 0.00% | +120+2.3% | Added |
| FORA Capital, LLC | 5,407 | $616.2K | 0.07% | +5,407 | New |
| Tower Research Capital LLC (TRC) | 5,550 | $632.5K | 0.02% | +553+11.1% | Added |
| One Capital Management, LLC | 5,608 | $639.1K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,652 | $646.6K | 0.00% | +302+5.6% | Added |
| Vise Technologies, Inc. | 5,797 | $660.7K | 0.08% | −1,473−20.3% | Reduced |
| Creative Planning | 5,856 | $667.4K | 0.00% | +879+17.7% | Added |
| Man Group plc | 6,069 | $691.7K | 0.00% | −68,154−91.8% | Reduced |
| HighTower Advisors, LLC | 6,111 | $702.0K | 0.00% | +6,111 | New |
| Royal Bank of Canada | 6,257 | $713.0K | 0.00% | −282−4.3% | Reduced |
| Public Employees Retirement Association of Colorado | 9,546 | $728.0K | 0.00% | 00.0% | Unchanged |
| Cynosure Management, LLC | 6,454 | $735.6K | 0.11% | +2,361+57.7% | Added |
| Cullen Capital Management LLC | 6,723 | $766.2K | 0.01% | +2,972+79.2% | Added |
| Tudor Investment Corp Et Al | 6,869 | $782.9K | 0.01% | +6,869 | New |
| Wolverine Trading, LLC | 6,936 | $789.3K | 0.02% | +6,936 | New |
| State of Wyoming | 6,947 | $791.8K | 0.11% | −433−5.9% | Reduced |
| MorganRosel Wealth Management, LLC | 7,312 | $833.3K | 0.27% | −2,913−28.5% | Reduced |