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 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 4,480,193 | $510.6M | 0.31% | −157,079−3.4% | Reduced |
| MFN Partners Management, LP | 4,531,792 | $516.5M | 10.18% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −301,302−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −37,987−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −31,178−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,119−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,833−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,507−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,318−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,966−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −3,809−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −2,851−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,392−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |