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 |
|---|---|---|---|---|---|
| Interval Partners, LP | 8,197 | $934.2K | 0.03% | +4,951+152.5% | Added |
| Intech Investment Management LLC | 8,390 | $956.2K | 0.01% | +8,390 | New |
| Handelsbanken Fonder AB | 8,400 | $957.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,594 | $979.5K | 0.00% | −200−2.3% | Reduced |
| First Trust Advisors LP | 9,021 | $1.03M | 0.00% | −5,296−37.0% | Reduced |
| Options Solutions, LLC | 9,199 | $1.05M | 0.51% | +9,199 | New |
| Nomura Holdings Inc | 9,444 | $1.08M | 0.01% | +9,444 | New |
| Susquehanna International Group, LLP | 9,474 | $1.08M | 0.00% | +9,474 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,554 | $1.09M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,861 | $1.17M | 0.00% | −254−2.3% | Reduced |
| SG Americas Securities, LLC | 11,911 | $1.36M | 0.01% | +8,871+291.8% | Added |
| Arizona State Retirement System | 12,464 | $1.42M | 0.01% | +465+3.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,798 | $1.46M | 0.03% | −106−0.8% | Reduced |
| Thrivent Financial for Lutherans | 13,482 | $1.54M | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 14,204 | $1.62M | 0.04% | −112−0.8% | Reduced |
| Seven Eight Capital, LP | 14,285 | $1.63M | 0.15% | +11,449+403.7% | Added |
| Corebridge Financial, Inc. | 14,296 | $1.63M | 0.01% | −89−0.6% | Reduced |
| State of Wisconsin Investment Board | 14,436 | $1.65M | 0.00% | −200−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,611 | $1.67M | 0.00% | +1,595+12.3% | Added |
| Toroso Investments, LLC | 15,086 | $1.72M | 0.02% | +8,078+115.3% | Added |
| MetLife Investment Management | 15,424 | $1.76M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15,505 | $1.77M | 0.00% | −3,607−18.9% | Reduced |
| Great West Life Assurance Co | 17,079 | $1.95M | 0.00% | −2,481−12.7% | Reduced |
| SEI Investments Co | 17,388 | $1.98M | 0.00% | +4,648+36.5% | Added |
| Ensign Peak Advisors, Inc | 17,469 | $1.99M | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 18,067 | $2.03M | 0.00% | −15,142−45.6% | Reduced |
| QRG Capital Management, Inc. | 18,003 | $2.05M | 0.02% | −16,897−48.4% | Reduced |
| Manufacturers Life Insurance Company, The | 18,318 | $2.09M | 0.00% | −131−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 18,508 | $2.11M | 0.00% | +8,702+88.7% | Added |
| State of New Jersey Common Pension Fund D | 19,251 | $2.19M | 0.01% | −2,504−11.5% | Reduced |
| HighVista Strategies LLC | 19,337 | $2.20M | 0.76% | +6,100+46.1% | Added |
| Janus Henderson Group PLC | 19,514 | $2.22M | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 19,660 | $2.24M | 0.29% | +12,900+190.8% | Added |
| Assenagon Asset Management S.A. | 21,373 | $2.44M | 0.01% | −18,349−46.2% | Reduced |
| Citigroup Inc | 22,481 | $2.56M | 0.00% | +13,101+139.7% | Added |
| Edgestream Partners, L.P. | 22,583 | $2.57M | 0.11% | −62,278−73.4% | Reduced |
| Federated Hermes, Inc. | 27,787 | $3.17M | 0.01% | −24,121−46.5% | Reduced |
| AQR Capital Management LLC | 27,788 | $3.17M | 0.00% | +14,845+114.7% | Added |
| 1832 Asset Management L.P. | 28,100 | $3.20M | 0.01% | +1,900+7.3% | Added |
| Wells Fargo & Company | 28,187 | $3.21M | 0.00% | −492−1.7% | Reduced |
| Victory Capital Management Inc | 29,725 | $3.39M | 0.00% | −8,968−23.2% | Reduced |
| Squarepoint Ops LLC | 30,101 | $3.43M | 0.01% | +13,084+76.9% | Added |
| Deutsche Bank AG | 35,127 | $4.00M | 0.00% | +3,574+11.3% | Added |
| D. E. Shaw & Co., Inc. | 35,128 | $4.00M | 0.01% | +27,503+360.7% | Added |
| Prescott Group Capital Management, L.L.C. | 36,015 | $4.10M | 0.60% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 37,856 | $4.31M | 0.02% | −88,309−70.0% | Reduced |
| EMG Holdings, L.P. | 38,649 | $4.40M | 6.12% | −25,802−40.0% | Reduced |
| Denali Advisors LLC | 38,800 | $4.42M | 0.48% | −29,000−42.8% | Reduced |
| California State Teachers Retirement System | 39,739 | $4.53M | 0.01% | −1,146−2.8% | Reduced |
| Rhumbline Advisers | 41,115 | $4.69M | 0.00% | −2,664−6.1% | Reduced |
| Legal & General Group Plc | 43,789 | $4.99M | 0.00% | +3,230+8.0% | Added |
| Jane Street Group, LLC | 47,190 | $5.38M | 0.01% | +10,228+27.7% | Added |
| UBS Group AG | 49,204 | $5.61M | 0.00% | +22,365+83.3% | Added |
| Advantage Alpha Capital Partners LP | 52,417 | $5.97M | 1.36% | −14,612−21.8% | Reduced |
| TD Asset Management Inc | 59,198 | $6.74M | 0.01% | −1,600−2.6% | Reduced |
| Barclays PLC | 60,179 | $6.86M | 0.00% | +50,238+505.4% | Added |
| New York State Common Retirement Fund | 66,988 | $7.63M | 0.01% | +11,399+20.5% | Added |
| Citadel Advisors LLC | 77,120 | $8.79M | 0.01% | +20,011+35.0% | Added |
| Swiss National Bank | 84,500 | $9.63M | 0.01% | +200+0.2% | Added |
| Blackstone Group Inc. | 85,000 | $9.69M | 0.04% | +85,000 | New |
| Macquarie Group Ltd | 92,042 | $10.5M | 0.01% | −9,946−9.8% | Reduced |
| Qube Research & Technologies Ltd | 92,332 | $10.5M | 0.02% | −16,379−15.1% | Reduced |
| Bank of America Corp | 92,661 | $10.6M | 0.00% | +57,880+166.4% | Added |
| Alliancebernstein L.P. | 94,559 | $10.8M | 0.00% | −10,790−10.2% | Reduced |
| Allianz Asset Management GmbH | 95,590 | $10.9M | 0.02% | +11,547+13.7% | Added |
| UBS Asset Management Americas Inc | 96,324 | $11.0M | 0.00% | +669+0.7% | Added |
| South Dakota Investment Council | 97,767 | $11.1M | 0.22% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 102,813 | $11.7M | 0.01% | −28,199−21.5% | Reduced |
| Picton Mahoney Asset Management | 106,939 | $12.2M | 0.47% | +47,646+80.4% | Added |
| Nuveen Asset Management, LLC | 116,905 | $13.3M | 0.00% | −963−0.8% | Reduced |
| Brandywine Global Investment Management, LLC | 126,454 | $13.7M | 0.09% | −3,600−2.8% | Reduced |
| Price T Rowe Associates Inc | 120,294 | $13.7M | 0.00% | +227+0.2% | Added |
| Kinetic Partners Management, LP | 127,800 | $14.6M | 1.01% | +127,800 | New |
| Epoch Investment Partners, Inc. | 129,872 | $14.8M | 0.07% | −22,580−14.8% | Reduced |
| Principal Financial Group Inc | 136,578 | $15.6M | 0.01% | −16,226−10.6% | Reduced |
| Bank of New York Mellon Corp | 162,097 | $18.5M | 0.00% | −20,148−11.1% | Reduced |
| Palisade Capital Management LLC | 167,374 | $19.1M | 0.51% | +73,503+78.3% | Added |
| Ameriprise Financial Inc | 178,123 | $20.3M | 0.01% | −17,025−8.7% | Reduced |
| Morgan Stanley | 178,496 | $20.3M | 0.00% | +17,896+11.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 192,066 | $21.9M | 4.68% | +192,066 | New |
| Conversant Capital LLC | 200,000 | $22.8M | 4.26% | −99,000−33.1% | Reduced |
| Massachusetts Financial Services Co | 216,228 | $24.6M | 0.01% | +216,228 | New |
| Millennium Management LLC | 253,618 | $28.9M | 0.03% | +4,581+1.8% | Added |
| Boston Partners | 331,083 | $37.3M | 0.04% | +33,967+11.4% | Added |
| Alyeska Investment Group, L.P. | 329,326 | $37.5M | 0.19% | +329,326 | New |
| American Century Companies Inc | 341,866 | $39.0M | 0.02% | −6,113−1.8% | Reduced |
| Norges Bank | 372,074 | $42.4M | 0.01% | +9,986+2.8% | Added |
| Northern Trust Corp | 372,321 | $42.4M | 0.01% | +12,310+3.4% | Added |
| Charles Schwab Investment Management Inc | 447,351 | $51.0M | 0.01% | +31,035+7.5% | Added |
| Basswood Capital Management, L.L.C. | 458,332 | $52.2M | 2.69% | +1650.0% | Added |
| Geode Capital Management, LLC | 647,764 | $73.8M | 0.01% | +19,662+3.1% | Added |
| State Street Corp | 911,741 | $103.9M | 0.00% | +51,777+6.0% | Added |
| Goldman Sachs Group Inc | 934,712 | $106.5M | 0.02% | +278,363+42.4% | Added |
| JPMorgan Chase & Co | 954,713 | $108.8M | 0.01% | +21,751+2.3% | Added |
| Senvest Management, LLC | 989,062 | $112.7M | 3.93% | −120,069−10.8% | Reduced |
| FMR LLC | 1,166,998 | $133.0M | 0.01% | +815,389+231.9% | Added |
| Invesco Ltd. | 1,179,931 | $134.5M | 0.03% | +134,236+12.8% | Added |
| BlackRock, Inc. | 2,212,174 | $252.1M | 0.01% | +2,212,174 | New |
| Dimensional Fund Advisors LP | 2,249,934 | $256.4M | 0.06% | −222,030−9.0% | Reduced |
| Vanguard Group Inc | 2,686,913 | $306.2M | 0.01% | +31,756+1.2% | Added |