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PennyMac Financial Services, Inc.

PFSI
Exchange
NYSE
Industry
Mortgage Bankers & Loan Correspondents
SEC CIK
0001745916

No open-market purchases or sales by PennyMac Financial Services, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.

Q4 2024 vs. Q3 2024

How the institutions holding PennyMac Financial Services, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of PFSI: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2021207+6
Shares30.6M10230.4M−183.4K (−0.6%)
Value$3.49B$9.65K$3.11B−$378.7M (−10.9%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to PFSI in Q4 2024
InstitutionSharesValue% of portfolio
Rubric Capital Management LP200,000$20.4M0.37%
Orbis Allan Gray Ltd169,286$17.3M0.09%
Lightrock Netherlands B.V.87,743$9.01M3.16%
Bryce Point Capital, LLC15,165$1.55M0.45%
Renaissance Technologies LLC12,800$1.31M0.00%
Crestline Management, LP9,533$973.7K0.03%
Inceptionr LLC6,705$684.8K0.15%
KLP Kapitalforvaltning AS6,400$653.7K0.00%
Police & Firemen's Retirement System of New Jersey5,692$581.4K0.01%
Campbell & CO Investment Adviser LLC5,356$547.1K0.04%
Teacher Retirement System of Texas5,074$518.0K0.00%
Natixis4,600$469.8K0.00%
Quadrature Capital Ltd3,868$395.0K0.01%
Precision Wealth Strategies, LLC3,590$366.7K0.28%
Aristeia Capital LLC3,432$350.5K0.01%
Jump Financial, LLC3,000$306.4K0.01%
CIBC World Markets Corp2,501$255.5K0.00%
Simplex Trading, LLC2,416$246.0K0.01%
Glenmede Trust Co NA2,146$219.2K0.00%
Polymer Capital Management (US) LLC2,123$216.8K0.07%
PEAK6 LLC1,750$178.7K0.01%
Bayforest Capital Ltd895$91.4K0.11%
Aquatic Capital Management LLC698$71.3K0.00%
TD Waterhouse Canada Inc.379$38.7K0.00%
Stonebridge Financial Group, LLC190$19.4K0.00%
SBI Securities Co., Ltd.80$8.17K0.00%
Exchange Traded Concepts, LLC58$5.92K0.00%
New Wave Wealth Advisors LLC50$5.11K0.00%
Decker Retirement Planning Inc.19$1.94K0.00%
EverSource Wealth Advisors, LLC12$1.23K0.00%
IFP Advisors, Inc0$4090.00%
AdvisorNet Financial, Inc3$3060.00%
CoreCap Advisors, LLC3$3060.00%
Global Financial Private Client, LLC3$3060.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$2040.00%
Parkworth Wealth Management, Inc.2$2040.00%

Sold out (30)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of PFSI in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Philadelphia Financial Management of San Francisco, LLC192,066$21.9M
Blackstone Group Inc.85,000$9.69M
Denali Advisors LLC38,800$4.42M
EMG Holdings, L.P.38,649$4.40M
Seven Eight Capital, LP14,285$1.63M
Thrivent Financial for Lutherans13,482$1.54M
Nomura Holdings Inc9,444$1.08M
Tudor Investment Corp Et Al6,869$782.9K
Man Group plc6,069$691.7K
FORA Capital, LLC5,407$616.2K
XTX Topco Ltd5,384$613.6K
Summit Global Investments5,305$605.0K
Cambridge Investment Research Advisors, Inc.3,359$383.0K
Gsa Capital Partners LLP3,042$347.0K
Two Sigma Securities, LLC2,940$335.1K
Par Capital Management Inc2,500$284.9K
Shay Capital LLC2,500$284.9K
nVerses Capital, LLC2,500$284.9K
Aigen Investment Management, LP2,455$279.8K
Northwest & Ethical Investments L.P.2,330$265.6K
JustInvest LLC1,856$211.5K
Smith Shellnut Wilson LLC1,850$210.8K
Verition Fund Management LLC1,781$203.0K
Mackenzie Financial Corp1,770$201.7K
Xponance, Inc.1,760$200.6K
STRS Ohio500$57.0K
Webster Bank, N. A.100$11.4K
Capital Performance Advisors LLP25$2.85K
Allspring Global Investments Holdings, LLC10$1.14K
Claris Advisors, LLC4$456

Not filed for Q4 2024 yet (1)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
ClariVest Asset Management LLC102$9.65K