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 | $4.12B |
| 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, 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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $204 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $204 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $306 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 3 | $306 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $306 | 0.00% | +3 | New |
| IFP Advisors, Inc | 0 | $409 | 0.00% | 0 | New |
| Manchester Capital Management LLC | 8 | $818 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $1.12K | 0.00% | +4+57.1% | Added |
| SJS Investment Consulting Inc. | 12 | $1.23K | 0.00% | −2−14.3% | Reduced |
| EverSource Wealth Advisors, LLC | 12 | $1.23K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.43K | 0.00% | +1+7.7% | Added |
| Farther Finance Advisors, LLC | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 17 | $1.74K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 19 | $1.94K | 0.00% | +19 | New |
| Steward Partners Investment Advisory, LLC | 20 | $2.04K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $2.23K | 0.00% | −3−12.0% | Reduced |
| Bell Investment Advisors, Inc | 22 | $2.25K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 24 | $2.45K | 0.00% | +2+9.1% | Added |
| Private Wealth Management Group, LLC | 25 | $2.55K | 0.00% | +17+212.5% | Added |
| Mather Group, LLC. | 27 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 32 | $3.00K | 0.00% | +13+68.4% | Added |
| Allworth Financial LP | 28 | $3.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $3.58K | 0.00% | +5+16.7% | Added |
| C M Bidwell & Associates Ltd | 36 | $3.68K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 43 | $4.39K | 0.00% | −12−21.8% | Reduced |
| SRS Capital Advisors, Inc. | 44 | $4.50K | 0.00% | +6+15.8% | Added |
| New Wave Wealth Advisors LLC | 50 | $5.11K | 0.00% | +50 | New |
| Exchange Traded Concepts, LLC | 58 | $5.92K | 0.00% | +58 | New |
| Principal Securities, Inc. | 73 | $7.46K | 0.00% | −51−41.1% | Reduced |
| SBI Securities Co., Ltd. | 80 | $8.17K | 0.00% | +80 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $8.87K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 96 | $9.80K | 0.00% | +6+6.7% | Added |
| HighMark Wealth Management LLC | 106 | $10.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 111 | $11.3K | 0.00% | −591−84.2% | Reduced |
| Covestor Ltd | 118 | $12.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 158 | $16.0K | 0.00% | +32+25.4% | Added |
| Signaturefd, LLC | 164 | $16.8K | 0.00% | −2−1.2% | Reduced |
| Headlands Technologies LLC | 187 | $19.1K | 0.00% | −1,908−91.1% | Reduced |
| Stonebridge Financial Group, LLC | 190 | $19.4K | 0.00% | +190 | New |
| Financial Gravity Companies, Inc. | 200 | $20.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 202 | $20.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 207 | $21.1K | 0.00% | +4+2.0% | Added |
| Nomura Asset Management Co Ltd | 320 | $32.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 359 | $36.7K | 0.01% | −90−20.0% | Reduced |
| Harbor Capital Advisors, Inc. | 368 | $38.0K | 0.00% | +41+12.5% | Added |
| TD Waterhouse Canada Inc. | 379 | $38.7K | 0.00% | +379 | New |
| Sterling Capital Management LLC | 400 | $40.9K | 0.00% | +343+601.8% | Added |
| Public Employees Retirement System of Ohio | 654 | $66.8K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 700 | $71.0K | 0.00% | −106,239−99.3% | Reduced |
| Aquatic Capital Management LLC | 698 | $71.3K | 0.00% | +698 | New |
| US Bancorp | 768 | $78.4K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 895 | $91.4K | 0.11% | +895 | New |
| Amalgamated Bank | 896 | $92.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 953 | $94.8K | 0.00% | −963−50.3% | Reduced |
| Parkside Financial Bank & Trust | 1,100 | $112.4K | 0.01% | +389+54.7% | Added |
| LSV Asset Management | 1,500 | $153.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,549 | $158.0K | 0.00% | +209+15.6% | Added |
| PEAK6 LLC | 1,750 | $178.7K | 0.01% | +1,750 | New |
| Ci Investments Inc. | 1,780 | $182.0K | 0.00% | +1,199+206.4% | Added |
| Foster & Motley Inc | 2,001 | $204.0K | 0.01% | −97−4.6% | Reduced |
| Prudential Financial Inc | 1,999 | $204.8K | 0.00% | −371−15.7% | Reduced |
| Polymer Capital Management (US) LLC | 2,123 | $216.8K | 0.07% | +2,123 | New |
| Glenmede Trust Co NA | 2,146 | $219.2K | 0.00% | +2,146 | New |
| Hohimer Wealth Management, LLC | 2,230 | $227.8K | 0.04% | +157+7.6% | Added |
| Simplex Trading, LLC | 2,416 | $246.0K | 0.01% | +2,416 | New |
| Quest Partners LLC | 2,477 | $253.0K | 0.03% | −819−24.8% | Reduced |
| Navellier & Associates Inc | 2,500 | $255.3K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,500 | $255.3K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 2,501 | $255.5K | 0.00% | +2,501 | New |
| Contravisory Investment Management, Inc. | 2,777 | $283.6K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,797 | $285.7K | 0.01% | +154+5.8% | Added |
| Advisor Group Holdings, Inc. | 2,806 | $286.7K | 0.00% | +337+13.6% | Added |
| Jump Financial, LLC | 3,000 | $306.4K | 0.01% | +3,000 | New |
| Two Sigma Investments, LP | 3,200 | $326.8K | 0.00% | −22−0.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,224 | $329.3K | 0.01% | −9,574−74.8% | Reduced |
| SG Americas Securities, LLC | 3,269 | $334.0K | 0.00% | −8,642−72.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,345 | $341.7K | 0.00% | −15,163−81.9% | Reduced |
| Aristeia Capital LLC | 3,432 | $350.5K | 0.01% | +3,432 | New |
| Precision Wealth Strategies, LLC | 3,590 | $366.7K | 0.28% | +3,590 | New |
| Quadrature Capital Ltd | 3,868 | $395.0K | 0.01% | +3,868 | New |
| Profund Advisors LLC | 3,957 | $404.2K | 0.01% | +1,708+75.9% | Added |
| Greenland Capital Management LP | 4,000 | $408.6K | 0.08% | −1,120−21.9% | Reduced |
| Quantbot Technologies LP | 4,057 | $414.4K | 0.02% | +2,541+167.6% | Added |
| State Board of Administration of Florida Retirement System | 4,133 | $422.1K | 0.00% | −270−6.1% | Reduced |
| HighTower Advisors, LLC | 4,133 | $422.2K | 0.00% | −1,978−32.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,173 | $426.0K | 0.00% | −5,373−56.3% | Reduced |
| Vise Technologies, Inc. | 4,597 | $469.5K | 0.04% | −1,200−20.7% | Reduced |
| Natixis | 4,600 | $469.8K | 0.00% | +4,600 | New |
| Tower Research Capital LLC (TRC) | 4,655 | $475.5K | 0.01% | −895−16.1% | Reduced |
| Cannon Global Investment Management, LLC | 4,800 | $490.3K | 1.21% | +2,400+100.0% | Added |
| Royal Bank of Canada | 4,842 | $495.0K | 0.00% | −1,415−22.6% | Reduced |
| Pictet Asset Management Holding SA | 4,924 | $502.9K | 0.00% | −466−8.6% | Reduced |
| Teacher Retirement System of Texas | 5,074 | $518.0K | 0.00% | +5,074 | New |
| Campbell & CO Investment Adviser LLC | 5,356 | $547.1K | 0.04% | +5,356 | New |
| HSBC Holdings PLC | 5,486 | $558.6K | 0.00% | −166−2.9% | Reduced |
| One Capital Management, LLC | 5,608 | $572.8K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,692 | $581.4K | 0.01% | +5,692 | New |
| Cynosure Management, LLC | 5,719 | $584.1K | 0.09% | −735−11.4% | Reduced |