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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 8,390 | $956.2K | 0.01% | +8,390 | New |
| Interval Partners, LP | 8,197 | $934.2K | 0.03% | +4,951+152.5% | Added |
| MorganRosel Wealth Management, LLC | 7,312 | $833.3K | 0.27% | −2,913−28.5% | Reduced |
| State of Wyoming | 6,947 | $791.8K | 0.11% | −433−5.9% | Reduced |
| Wolverine Trading, LLC | 6,936 | $789.3K | 0.02% | +6,936 | New |
| Tudor Investment Corp Et Al | 6,869 | $782.9K | 0.01% | +6,869 | New |
| Cullen Capital Management LLC | 6,723 | $766.2K | 0.01% | +2,972+79.2% | Added |
| Cynosure Management, LLC | 6,454 | $735.6K | 0.11% | +2,361+57.7% | Added |
| Public Employees Retirement Association of Colorado | 9,546 | $728.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,257 | $713.0K | 0.00% | −282−4.3% | Reduced |
| HighTower Advisors, LLC | 6,111 | $702.0K | 0.00% | +6,111 | New |
| Man Group plc | 6,069 | $691.7K | 0.00% | −68,154−91.8% | Reduced |
| Creative Planning | 5,856 | $667.4K | 0.00% | +879+17.7% | Added |
| Vise Technologies, Inc. | 5,797 | $660.7K | 0.08% | −1,473−20.3% | Reduced |
| HSBC Holdings PLC | 5,652 | $646.6K | 0.00% | +302+5.6% | Added |
| One Capital Management, LLC | 5,608 | $639.1K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,550 | $632.5K | 0.02% | +553+11.1% | Added |
| FORA Capital, LLC | 5,407 | $616.2K | 0.07% | +5,407 | New |
| Pictet Asset Management Holding SA | 5,390 | $614.3K | 0.00% | +120+2.3% | Added |
| XTX Topco Ltd | 5,384 | $613.6K | 0.04% | +5,384 | New |
| Summit Global Investments | 5,305 | $605.0K | 0.04% | +5,305 | New |
| Greenland Capital Management LP | 5,120 | $583.5K | 0.11% | +5,120 | New |
| ProShare Advisors LLC | 5,052 | $575.8K | 0.00% | +1,633+47.8% | Added |
| State Board of Administration of Florida Retirement System | 4,403 | $501.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,359 | $383.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,296 | $375.6K | 0.03% | −841−20.3% | Reduced |
| Two Sigma Investments, LP | 3,222 | $367.2K | 0.00% | +3,222 | New |
| Gsa Capital Partners LLP | 3,042 | $347.0K | 0.03% | +3,042 | New |
| Two Sigma Securities, LLC | 2,940 | $335.1K | 0.03% | +2,940 | New |
| Contravisory Investment Management, Inc. | 2,777 | $316.5K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 2,738 | $312.1K | 0.00% | +87+3.3% | Added |
| Ameritas Investment Partners, Inc. | 2,643 | $301.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Advisor Group Holdings, Inc. | 2,469 | $281.4K | 0.00% | −230−8.5% | Reduced |
| Aigen Investment Management, LP | 2,455 | $279.8K | 0.05% | +2,455 | New |
| Cannon Global Investment Management, LLC | 2,400 | $273.5K | 0.65% | −300−11.1% | Reduced |
| Prudential Financial Inc | 2,370 | $270.1K | 0.00% | +2,370 | New |
| Northwest & Ethical Investments L.P. | 2,330 | $265.6K | 0.01% | +645+38.3% | Added |
| Profund Advisors LLC | 2,249 | $256.3K | 0.01% | +2,249 | New |
| Foster & Motley Inc | 2,098 | $239.0K | 0.02% | −84−3.8% | Reduced |
| Headlands Technologies LLC | 2,095 | $238.8K | 0.03% | +2,095 | New |
| Hohimer Wealth Management, LLC | 2,073 | $236.3K | 0.05% | +2,073 | New |
| CIBC Private Wealth Group, LLC | 1,916 | $218.4K | 0.00% | −1,501−43.9% | Reduced |
| JustInvest LLC | 1,856 | $211.5K | 0.00% | +1,856 | New |
| Smith Shellnut Wilson LLC | 1,850 | $210.8K | 0.10% | +1,850 | New |
| Verition Fund Management LLC | 1,781 | $203.0K | 0.00% | +1,781 | New |
| Mackenzie Financial Corp | 1,770 | $201.7K | 0.00% | +1,770 | New |
| Xponance, Inc. | 1,760 | $200.6K | 0.00% | +1,760 | New |
| Quantbot Technologies LP | 1,516 | $172.8K | 0.01% | +290+23.7% | Added |
| LSV Asset Management | 1,500 | $171.0K | 0.00% | −8,200−84.5% | Reduced |
| KBC Group NV | 1,340 | $153.0K | 0.00% | +226+20.3% | Added |
| Amalgamated Bank | 896 | $102.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 768 | $87.5K | 0.00% | −25−3.2% | Reduced |
| Parkside Financial Bank & Trust | 711 | $81.0K | 0.01% | +194+37.5% | Added |
| Danske Bank A/S | 700 | $79.8K | 0.00% | −2,236−76.2% | Reduced |
| Public Employees Retirement System of Ohio | 654 | $74.5K | 0.00% | −26−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 702 | $66.4K | 0.00% | +262+59.5% | Added |
| Ci Investments Inc. | 581 | $66.0K | 0.00% | +50+9.4% | Added |
| STRS Ohio | 500 | $57.0K | 0.00% | +500 | New |
| Hexagon Capital Partners LLC | 449 | $51.2K | 0.01% | −28−5.9% | Reduced |
| Harbor Capital Advisors, Inc. | 327 | $37.0K | 0.00% | +327 | New |
| Nomura Asset Management Co Ltd | 320 | $36.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 203 | $23.2K | 0.00% | +3+1.5% | Added |
| Quadrant Capital Group LLC | 202 | $23.0K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 200 | $22.8K | 0.01% | +200 | New |
| Signaturefd, LLC | 166 | $18.9K | 0.00% | +57+52.3% | Added |
| Principal Securities, Inc. | 124 | $14.1K | 0.00% | −22−15.1% | Reduced |
| CWM, LLC | 126 | $14.0K | 0.00% | −66−34.4% | Reduced |
| Covestor Ltd | 118 | $13.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 106 | $12.1K | 0.01% | +1+1.0% | Added |
| Webster Bank, N. A. | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 90 | $10.3K | 0.00% | +27+42.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $10.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 102 | $9.65K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 57 | $6.50K | 0.00% | +57 | New |
| Lindbrook Capital, LLC | 55 | $6.27K | 0.00% | +9+19.6% | Added |
| SRS Capital Advisors, Inc. | 38 | $4.33K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 36 | $4.10K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 35 | $3.99K | 0.00% | +1+2.9% | Added |
| Rothschild Investment LLC | 30 | $3.42K | 0.00% | +15+100.0% | Added |
| Allworth Financial LP | 28 | $3.19K | 0.00% | +4+16.7% | Added |
| Mather Group, LLC. | 27 | $3.08K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 25 | $2.85K | 0.00% | +25 | New |
| Smartleaf Asset Management LLC | 25 | $2.85K | 0.00% | +13+108.3% | Added |
| Bell Investment Advisors, Inc | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $2.51K | 0.00% | +5+29.4% | Added |
| Steward Partners Investment Advisory, LLC | 20 | $2.28K | 0.00% | +20 | New |
| Nisa Investment Advisors, LLC | 17 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $1.71K | 0.00% | +6+66.7% | Added |
| SJS Investment Consulting Inc. | 14 | $1.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.48K | 0.00% | +2+18.2% | Added |
| Allspring Global Investments Holdings, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 19 | $1.00K | 0.00% | +19 | New |
| Manchester Capital Management LLC | 8 | $912 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $912 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $798 | 0.00% | +7 | New |