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 |
|---|---|---|---|---|---|
| Creative Planning | 5,771 | $589.5K | 0.00% | −85−1.5% | Reduced |
| State of Wyoming | 5,980 | $610.8K | 0.08% | −967−13.9% | Reduced |
| Mariner, LLC | 6,026 | $615.5K | 0.00% | +3,288+120.1% | Added |
| Options Solutions, LLC | 6,126 | $625.7K | 0.28% | −3,073−33.4% | Reduced |
| KLP Kapitalforvaltning AS | 6,400 | $653.7K | 0.00% | +6,400 | New |
| Citadel Advisors LLC | 6,562 | $670.2K | 0.00% | −70,558−91.5% | Reduced |
| Inceptionr LLC | 6,705 | $684.8K | 0.15% | +6,705 | New |
| ProShare Advisors LLC | 7,530 | $769.1K | 0.00% | +2,478+49.0% | Added |
| Handelsbanken Fonder AB | 7,900 | $807.0K | 0.00% | −500−6.0% | Reduced |
| Voya Investment Management LLC | 7,935 | $810.5K | 0.00% | −659−7.7% | Reduced |
| Cullen Capital Management LLC | 8,049 | $822.1K | 0.01% | +1,326+19.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,172 | $834.7K | 0.00% | −1,382−14.5% | Reduced |
| First Trust Advisors LP | 8,378 | $855.7K | 0.00% | −643−7.1% | Reduced |
| Arizona State Retirement System | 8,914 | $910.5K | 0.01% | −3,550−28.5% | Reduced |
| Crestline Management, LP | 9,533 | $973.7K | 0.03% | +9,533 | New |
| Squarepoint Ops LLC | 10,489 | $1.07M | 0.00% | −19,612−65.2% | Reduced |
| MorganRosel Wealth Management, LLC | 11,728 | $1.20M | 0.39% | +4,416+60.4% | Added |
| Federated Hermes, Inc. | 11,792 | $1.20M | 0.00% | −15,995−57.6% | Reduced |
| Wolverine Trading, LLC | 12,559 | $1.27M | 0.03% | +5,623+81.1% | Added |
| Danske Bank A/S | 12,504 | $1.28M | 0.00% | +11,804+1,686.3% | Added |
| Renaissance Technologies LLC | 12,800 | $1.31M | 0.00% | +12,800 | New |
| HighVista Strategies LLC | 13,237 | $1.35M | 0.50% | −6,100−31.5% | Reduced |
| Corebridge Financial, Inc. | 13,293 | $1.36M | 0.01% | −1,003−7.0% | Reduced |
| State of Wisconsin Investment Board | 13,732 | $1.40M | 0.00% | −704−4.9% | Reduced |
| Mercer Global Advisors Inc | 13,743 | $1.40M | 0.00% | −4,324−23.9% | Reduced |
| Russell Investments Group, Ltd. | 14,313 | $1.46M | 0.00% | −1,192−7.7% | Reduced |
| Toroso Investments, LLC | 14,376 | $1.47M | 0.01% | −710−4.7% | Reduced |
| Dark Forest Capital Management LP | 14,381 | $1.47M | 0.22% | −5,279−26.9% | Reduced |
| Intech Investment Management LLC | 14,542 | $1.49M | 0.01% | +6,152+73.3% | Added |
| Dakota Wealth Management | 14,578 | $1.49M | 0.03% | +374+2.6% | Added |
| Janus Henderson Group PLC | 15,114 | $1.54M | 0.00% | −4,400−22.5% | Reduced |
| Bryce Point Capital, LLC | 15,165 | $1.55M | 0.45% | +15,165 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 15,217 | $1.55M | 0.00% | +606+4.1% | Added |
| MetLife Investment Management | 16,058 | $1.64M | 0.01% | +634+4.1% | Added |
| QRG Capital Management, Inc. | 16,182 | $1.65M | 0.02% | −1,821−10.1% | Reduced |
| Great West Life Assurance Co | 16,479 | $1.68M | 0.00% | −600−3.5% | Reduced |
| Ensign Peak Advisors, Inc | 17,469 | $1.78M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 17,787 | $1.82M | 0.00% | −74,874−80.8% | Reduced |
| Manufacturers Life Insurance Company, The | 18,092 | $1.85M | 0.00% | −226−1.2% | Reduced |
| SEI Investments Co | 18,379 | $1.88M | 0.00% | +991+5.7% | Added |
| State of New Jersey Common Pension Fund D | 20,017 | $2.04M | 0.01% | +766+4.0% | Added |
| Franklin Resources Inc | 21,935 | $2.24M | 0.00% | +11,074+102.0% | Added |
| D. E. Shaw & Co., Inc. | 22,337 | $2.28M | 0.00% | −12,791−36.4% | Reduced |
| AQR Capital Management LLC | 23,137 | $2.36M | 0.00% | −4,651−16.7% | Reduced |
| Deutsche Bank AG | 24,624 | $2.52M | 0.00% | −10,503−29.9% | Reduced |
| Victory Capital Management Inc | 25,184 | $2.57M | 0.00% | −4,541−15.3% | Reduced |
| Wells Fargo & Company | 26,165 | $2.67M | 0.00% | −2,022−7.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 27,181 | $2.78M | 0.00% | −75,632−73.6% | Reduced |
| Assenagon Asset Management S.A. | 27,206 | $2.78M | 0.00% | +5,833+27.3% | Added |
| California State Teachers Retirement System | 28,431 | $2.90M | 0.00% | −11,308−28.5% | Reduced |
| Citigroup Inc | 28,820 | $2.94M | 0.00% | +6,339+28.2% | Added |
| Legal & General Group Plc | 33,716 | $3.44M | 0.00% | −10,073−23.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,324 | $3.51M | 0.01% | −3,532−9.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 36,015 | $3.68M | 0.50% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 36,900 | $3.77M | 0.01% | +8,800+31.3% | Added |
| Edgestream Partners, L.P. | 39,078 | $3.99M | 0.17% | +16,495+73.0% | Added |
| Interval Partners, LP | 39,320 | $4.02M | 0.10% | +31,123+379.7% | Added |
| Rhumbline Advisers | 41,529 | $4.24M | 0.00% | +414+1.0% | Added |
| Advantage Alpha Capital Partners LP | 43,848 | $4.48M | 1.06% | −8,569−16.3% | Reduced |
| Barclays PLC | 47,883 | $4.89M | 0.00% | −12,296−20.4% | Reduced |
| Susquehanna International Group, LLP | 59,356 | $6.06M | 0.01% | +49,882+526.5% | Added |
| TD Asset Management Inc | 60,038 | $6.13M | 0.01% | +840+1.4% | Added |
| Swiss National Bank | 60,400 | $6.17M | 0.00% | −24,100−28.5% | Reduced |
| Jane Street Group, LLC | 66,367 | $6.78M | 0.01% | +19,177+40.6% | Added |
| Macquarie Group Ltd | 70,219 | $7.17M | 0.01% | −21,823−23.7% | Reduced |
| New York State Common Retirement Fund | 71,065 | $7.26M | 0.01% | +4,077+6.1% | Added |
| Qube Research & Technologies Ltd | 73,788 | $7.54M | 0.01% | −18,544−20.1% | Reduced |
| Allianz Asset Management GmbH | 73,894 | $7.55M | 0.01% | −21,696−22.7% | Reduced |
| Lightrock Netherlands B.V. | 87,743 | $9.01M | 3.16% | +87,743 | New |
| Alliancebernstein L.P. | 91,043 | $9.30M | 0.00% | −3,516−3.7% | Reduced |
| UBS Asset Management Americas Inc | 94,448 | $9.65M | 0.00% | −1,876−1.9% | Reduced |
| South Dakota Investment Council | 97,767 | $9.99M | 0.20% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 98,162 | $10.0M | 0.04% | −231,164−70.2% | Reduced |
| Nuveen Asset Management, LLC | 105,969 | $10.8M | 0.00% | −10,936−9.4% | Reduced |
| Principal Financial Group Inc | 114,532 | $11.7M | 0.01% | −22,046−16.1% | Reduced |
| Brandywine Global Investment Management, LLC | 120,940 | $12.4M | 0.09% | −5,514−4.4% | Reduced |
| Morgan Stanley | 121,666 | $12.4M | 0.00% | −56,830−31.8% | Reduced |
| Kinetic Partners Management, LP | 127,800 | $13.1M | 0.86% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 128,876 | $13.2M | 0.06% | −996−0.8% | Reduced |
| Price T Rowe Associates Inc | 134,435 | $13.7M | 0.00% | +14,141+11.8% | Added |
| UBS Group AG | 158,783 | $16.2M | 0.00% | +109,579+222.7% | Added |
| Orbis Allan Gray Ltd | 169,286 | $17.3M | 0.09% | +169,286 | New |
| Ameriprise Financial Inc | 178,883 | $18.3M | 0.00% | +760+0.4% | Added |
| Conversant Capital LLC | 195,150 | $19.9M | 4.18% | −4,850−2.4% | Reduced |
| Bank of New York Mellon Corp | 198,897 | $20.3M | 0.00% | +36,800+22.7% | Added |
| Rubric Capital Management LP | 200,000 | $20.4M | 0.37% | +200,000 | New |
| Palisade Capital Management LLC | 214,904 | $22.0M | 0.59% | +47,530+28.4% | Added |
| Northern Trust Corp | 287,740 | $29.4M | 0.00% | −84,581−22.7% | Reduced |
| Massachusetts Financial Services Co | 320,250 | $32.7M | 0.01% | +104,022+48.1% | Added |
| American Century Companies Inc | 353,631 | $36.1M | 0.02% | +11,765+3.4% | Added |
| Norges Bank | 372,074 | $38.0M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 453,810 | $46.4M | 0.01% | +6,459+1.4% | Added |
| Basswood Capital Management, L.L.C. | 456,874 | $46.7M | 2.72% | −1,458−0.3% | Reduced |
| Boston Partners | 497,080 | $51.3M | 0.06% | +165,997+50.1% | Added |
| Millennium Management LLC | 518,574 | $53.0M | 0.05% | +264,956+104.5% | Added |
| Geode Capital Management, LLC | 658,559 | $67.3M | 0.01% | +10,795+1.7% | Added |
| Goldman Sachs Group Inc | 678,458 | $69.3M | 0.01% | −256,254−27.4% | Reduced |
| JPMorgan Chase & Co | 808,138 | $82.5M | 0.01% | −146,575−15.4% | Reduced |
| Senvest Management, LLC | 988,162 | $100.9M | 3.10% | −900−0.1% | Reduced |
| State Street Corp | 998,027 | $101.9M | 0.00% | +86,286+9.5% | Added |