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, Q4 2024
Institutional positions in PennyMac Financial Services, Inc. as of Dec 31, 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
- 207
- +6 vs. Q3 2024
- Shares held
- 30.4M
- −183.4K (−0.6%) vs. Q3 2024
- Total value
- $3.11B
- −$378.7M (−10.9%) vs. Q3 2024
- New holders
- 36
- 60 more added
- Sold out
- 30
- 81 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $4.22B |
| Q3 2025 | 231 | $4.04B |
| Q2 2025 | 220 | $3.08B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.60B |
| Q2 2024 | 184 | $2.85B |
| Q1 2024 | 193 | $2.75B |
| Q4 2023 | 192 | $2.65B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.88B |
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 4,531,792 | $462.9M | 9.12% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,265,764 | $435.7M | 0.27% | −214,429−4.8% | Reduced |
| Vanguard Group Inc | 2,886,580 | $294.8M | 0.01% | +199,667+7.4% | Added |
| BlackRock, Inc. | 2,282,810 | $233.2M | 0.00% | +70,636+3.2% | Added |
| Dimensional Fund Advisors LP | 2,149,585 | $219.6M | 0.05% | −100,349−4.5% | Reduced |
| FMR LLC | 1,305,851 | $133.4M | 0.01% | +138,853+11.9% | Added |
| Invesco Ltd. | 1,183,458 | $120.9M | 0.02% | +3,527+0.3% | Added |
| State Street Corp | 998,027 | $101.9M | 0.00% | +86,286+9.5% | Added |
| Senvest Management, LLC | 988,162 | $100.9M | 3.10% | −900−0.1% | Reduced |
| JPMorgan Chase & Co | 808,138 | $82.5M | 0.01% | −146,575−15.4% | Reduced |
| Goldman Sachs Group Inc | 678,458 | $69.3M | 0.01% | −256,254−27.4% | Reduced |
| Geode Capital Management, LLC | 658,559 | $67.3M | 0.01% | +10,795+1.7% | Added |
| Millennium Management LLC | 518,574 | $53.0M | 0.05% | +264,956+104.5% | Added |
| Boston Partners | 497,080 | $51.3M | 0.06% | +165,997+50.1% | Added |
| Basswood Capital Management, L.L.C. | 456,874 | $46.7M | 2.72% | −1,458−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 453,810 | $46.4M | 0.01% | +6,459+1.4% | Added |
| Norges Bank | 372,074 | $38.0M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 353,631 | $36.1M | 0.02% | +11,765+3.4% | Added |
| Massachusetts Financial Services Co | 320,250 | $32.7M | 0.01% | +104,022+48.1% | Added |
| Northern Trust Corp | 287,740 | $29.4M | 0.00% | −84,581−22.7% | Reduced |
| Palisade Capital Management LLC | 214,904 | $22.0M | 0.59% | +47,530+28.4% | Added |
| Rubric Capital Management LP | 200,000 | $20.4M | 0.37% | +200,000 | New |
| Bank of New York Mellon Corp | 198,897 | $20.3M | 0.00% | +36,800+22.7% | Added |
| Conversant Capital LLC | 195,150 | $19.9M | 4.18% | −4,850−2.4% | Reduced |
| Ameriprise Financial Inc | 178,883 | $18.3M | 0.00% | +760+0.4% | Added |
| Orbis Allan Gray Ltd | 169,286 | $17.3M | 0.09% | +169,286 | New |
| UBS Group AG | 158,783 | $16.2M | 0.00% | +109,579+222.7% | Added |
| Price T Rowe Associates Inc | 134,435 | $13.7M | 0.00% | +14,141+11.8% | Added |
| Epoch Investment Partners, Inc. | 128,876 | $13.2M | 0.06% | −996−0.8% | Reduced |
| Kinetic Partners Management, LP | 127,800 | $13.1M | 0.86% | 00.0% | Unchanged |
| Morgan Stanley | 121,666 | $12.4M | 0.00% | −56,830−31.8% | Reduced |
| Brandywine Global Investment Management, LLC | 120,940 | $12.4M | 0.09% | −5,514−4.4% | Reduced |
| Principal Financial Group Inc | 114,532 | $11.7M | 0.01% | −22,046−16.1% | Reduced |
| Nuveen Asset Management, LLC | 105,969 | $10.8M | 0.00% | −10,936−9.4% | Reduced |
| Alyeska Investment Group, L.P. | 98,162 | $10.0M | 0.04% | −231,164−70.2% | Reduced |
| South Dakota Investment Council | 97,767 | $9.99M | 0.20% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 94,448 | $9.65M | 0.00% | −1,876−1.9% | Reduced |
| Alliancebernstein L.P. | 91,043 | $9.30M | 0.00% | −3,516−3.7% | Reduced |
| Lightrock Netherlands B.V. | 87,743 | $9.01M | 3.16% | +87,743 | New |
| Allianz Asset Management GmbH | 73,894 | $7.55M | 0.01% | −21,696−22.7% | Reduced |
| Qube Research & Technologies Ltd | 73,788 | $7.54M | 0.01% | −18,544−20.1% | Reduced |
| New York State Common Retirement Fund | 71,065 | $7.26M | 0.01% | +4,077+6.1% | Added |
| Macquarie Group Ltd | 70,219 | $7.17M | 0.01% | −21,823−23.7% | Reduced |
| Jane Street Group, LLC | 66,367 | $6.78M | 0.01% | +19,177+40.6% | Added |
| Swiss National Bank | 60,400 | $6.17M | 0.00% | −24,100−28.5% | Reduced |
| TD Asset Management Inc | 60,038 | $6.13M | 0.01% | +840+1.4% | Added |
| Susquehanna International Group, LLP | 59,356 | $6.06M | 0.01% | +49,882+526.5% | Added |
| Barclays PLC | 47,883 | $4.89M | 0.00% | −12,296−20.4% | Reduced |
| Advantage Alpha Capital Partners LP | 43,848 | $4.48M | 1.06% | −8,569−16.3% | Reduced |
| Rhumbline Advisers | 41,529 | $4.24M | 0.00% | +414+1.0% | Added |
| Interval Partners, LP | 39,320 | $4.02M | 0.10% | +31,123+379.7% | Added |
| Edgestream Partners, L.P. | 39,078 | $3.99M | 0.17% | +16,495+73.0% | Added |
| 1832 Asset Management L.P. | 36,900 | $3.77M | 0.01% | +8,800+31.3% | Added |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.68M | 0.50% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 34,324 | $3.51M | 0.01% | −3,532−9.3% | Reduced |
| Legal & General Group Plc | 33,716 | $3.44M | 0.00% | −10,073−23.0% | Reduced |
| Citigroup Inc | 28,820 | $2.94M | 0.00% | +6,339+28.2% | Added |
| California State Teachers Retirement System | 28,431 | $2.90M | 0.00% | −11,308−28.5% | Reduced |
| Assenagon Asset Management S.A. | 27,206 | $2.78M | 0.00% | +5,833+27.3% | Added |
| Arrowstreet Capital, Limited Partnership | 27,181 | $2.78M | 0.00% | −75,632−73.6% | Reduced |
| Wells Fargo & Company | 26,165 | $2.67M | 0.00% | −2,022−7.2% | Reduced |
| Victory Capital Management Inc | 25,184 | $2.57M | 0.00% | −4,541−15.3% | Reduced |
| Deutsche Bank AG | 24,624 | $2.52M | 0.00% | −10,503−29.9% | Reduced |
| AQR Capital Management LLC | 23,137 | $2.36M | 0.00% | −4,651−16.7% | Reduced |
| D. E. Shaw & Co., Inc. | 22,337 | $2.28M | 0.00% | −12,791−36.4% | Reduced |
| Franklin Resources Inc | 21,935 | $2.24M | 0.00% | +11,074+102.0% | Added |
| State of New Jersey Common Pension Fund D | 20,017 | $2.04M | 0.01% | +766+4.0% | Added |
| SEI Investments Co | 18,379 | $1.88M | 0.00% | +991+5.7% | Added |
| Manufacturers Life Insurance Company, The | 18,092 | $1.85M | 0.00% | −226−1.2% | Reduced |
| Bank of America Corp | 17,787 | $1.82M | 0.00% | −74,874−80.8% | Reduced |
| Ensign Peak Advisors, Inc | 17,469 | $1.78M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 16,479 | $1.68M | 0.00% | −600−3.5% | Reduced |
| QRG Capital Management, Inc. | 16,182 | $1.65M | 0.02% | −1,821−10.1% | Reduced |
| MetLife Investment Management | 16,058 | $1.64M | 0.01% | +634+4.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,217 | $1.55M | 0.00% | +606+4.1% | Added |
| Bryce Point Capital, LLC | 15,165 | $1.55M | 0.45% | +15,165 | New |
| Janus Henderson Group PLC | 15,114 | $1.54M | 0.00% | −4,400−22.5% | Reduced |
| Dakota Wealth Management | 14,578 | $1.49M | 0.03% | +374+2.6% | Added |
| Intech Investment Management LLC | 14,542 | $1.49M | 0.01% | +6,152+73.3% | Added |
| Dark Forest Capital Management LP | 14,381 | $1.47M | 0.22% | −5,279−26.9% | Reduced |
| Toroso Investments, LLC | 14,376 | $1.47M | 0.01% | −710−4.7% | Reduced |
| Russell Investments Group, Ltd. | 14,313 | $1.46M | 0.00% | −1,192−7.7% | Reduced |
| Mercer Global Advisors Inc | 13,743 | $1.40M | 0.00% | −4,324−23.9% | Reduced |
| State of Wisconsin Investment Board | 13,732 | $1.40M | 0.00% | −704−4.9% | Reduced |
| Corebridge Financial, Inc. | 13,293 | $1.36M | 0.01% | −1,003−7.0% | Reduced |
| HighVista Strategies LLC | 13,237 | $1.35M | 0.50% | −6,100−31.5% | Reduced |
| Renaissance Technologies LLC | 12,800 | $1.31M | 0.00% | +12,800 | New |
| Danske Bank A/S | 12,504 | $1.28M | 0.00% | +11,804+1,686.3% | Added |
| Wolverine Trading, LLC | 12,559 | $1.27M | 0.03% | +5,623+81.1% | Added |
| Federated Hermes, Inc. | 11,792 | $1.20M | 0.00% | −15,995−57.6% | Reduced |
| MorganRosel Wealth Management, LLC | 11,728 | $1.20M | 0.39% | +4,416+60.4% | Added |
| Squarepoint Ops LLC | 10,489 | $1.07M | 0.00% | −19,612−65.2% | Reduced |
| Crestline Management, LP | 9,533 | $973.7K | 0.03% | +9,533 | New |
| Arizona State Retirement System | 8,914 | $910.5K | 0.01% | −3,550−28.5% | Reduced |
| First Trust Advisors LP | 8,378 | $855.7K | 0.00% | −643−7.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,172 | $834.7K | 0.00% | −1,382−14.5% | Reduced |
| Cullen Capital Management LLC | 8,049 | $822.1K | 0.01% | +1,326+19.7% | Added |
| Voya Investment Management LLC | 7,935 | $810.5K | 0.00% | −659−7.7% | Reduced |
| Handelsbanken Fonder AB | 7,900 | $807.0K | 0.00% | −500−6.0% | Reduced |
| ProShare Advisors LLC | 7,530 | $769.1K | 0.00% | +2,478+49.0% | Added |