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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 1,183,458 | $120.9M | 0.02% | +3,527+0.3% | Added |
| FMR LLC | 1,305,851 | $133.4M | 0.01% | +138,853+11.9% | Added |
| Dimensional Fund Advisors LP | 2,149,585 | $219.6M | 0.05% | −100,349−4.5% | Reduced |
| BlackRock, Inc. | 2,282,810 | $233.2M | 0.00% | +70,636+3.2% | Added |
| Vanguard Group Inc | 2,886,580 | $294.8M | 0.01% | +199,667+7.4% | Added |
| T. Rowe Price Investment Management, Inc. | 4,265,764 | $435.7M | 0.27% | −214,429−4.8% | Reduced |
| MFN Partners Management, LP | 4,531,792 | $462.9M | 9.12% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −192,066−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −38,800−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −38,649−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,285−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −13,482−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,444−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,869−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −6,069−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,407−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,384−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,305−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Par Capital Management Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |