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 |
|---|---|---|---|---|---|
| Inceptionr LLC | 6,705 | $684.8K | 0.15% | +6,705 | New |
| Citadel Advisors LLC | 6,562 | $670.2K | 0.00% | −70,558−91.5% | Reduced |
| KLP Kapitalforvaltning AS | 6,400 | $653.7K | 0.00% | +6,400 | New |
| Options Solutions, LLC | 6,126 | $625.7K | 0.28% | −3,073−33.4% | Reduced |
| Mariner, LLC | 6,026 | $615.5K | 0.00% | +3,288+120.1% | Added |
| State of Wyoming | 5,980 | $610.8K | 0.08% | −967−13.9% | Reduced |
| Creative Planning | 5,771 | $589.5K | 0.00% | −85−1.5% | Reduced |
| Cynosure Management, LLC | 5,719 | $584.1K | 0.09% | −735−11.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,692 | $581.4K | 0.01% | +5,692 | New |
| One Capital Management, LLC | 5,608 | $572.8K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,486 | $558.6K | 0.00% | −166−2.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,356 | $547.1K | 0.04% | +5,356 | New |
| Teacher Retirement System of Texas | 5,074 | $518.0K | 0.00% | +5,074 | New |
| Pictet Asset Management Holding SA | 4,924 | $502.9K | 0.00% | −466−8.6% | Reduced |
| Royal Bank of Canada | 4,842 | $495.0K | 0.00% | −1,415−22.6% | Reduced |
| Cannon Global Investment Management, LLC | 4,800 | $490.3K | 1.21% | +2,400+100.0% | Added |
| Tower Research Capital LLC (TRC) | 4,655 | $475.5K | 0.01% | −895−16.1% | Reduced |
| Natixis | 4,600 | $469.8K | 0.00% | +4,600 | New |
| Vise Technologies, Inc. | 4,597 | $469.5K | 0.04% | −1,200−20.7% | Reduced |
| Public Employees Retirement Association of Colorado | 4,173 | $426.0K | 0.00% | −5,373−56.3% | Reduced |
| HighTower Advisors, LLC | 4,133 | $422.2K | 0.00% | −1,978−32.4% | Reduced |
| State Board of Administration of Florida Retirement System | 4,133 | $422.1K | 0.00% | −270−6.1% | Reduced |
| Quantbot Technologies LP | 4,057 | $414.4K | 0.02% | +2,541+167.6% | Added |
| Greenland Capital Management LP | 4,000 | $408.6K | 0.08% | −1,120−21.9% | Reduced |
| Profund Advisors LLC | 3,957 | $404.2K | 0.01% | +1,708+75.9% | Added |
| Quadrature Capital Ltd | 3,868 | $395.0K | 0.01% | +3,868 | New |
| Precision Wealth Strategies, LLC | 3,590 | $366.7K | 0.28% | +3,590 | New |
| Aristeia Capital LLC | 3,432 | $350.5K | 0.01% | +3,432 | New |
| BNP Paribas Arbitrage, SA | 3,345 | $341.7K | 0.00% | −15,163−81.9% | Reduced |
| SG Americas Securities, LLC | 3,269 | $334.0K | 0.00% | −8,642−72.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,224 | $329.3K | 0.01% | −9,574−74.8% | Reduced |
| Two Sigma Investments, LP | 3,200 | $326.8K | 0.00% | −22−0.7% | Reduced |
| Jump Financial, LLC | 3,000 | $306.4K | 0.01% | +3,000 | New |
| Advisor Group Holdings, Inc. | 2,806 | $286.7K | 0.00% | +337+13.6% | Added |
| Ameritas Investment Partners, Inc. | 2,797 | $285.7K | 0.01% | +154+5.8% | Added |
| Contravisory Investment Management, Inc. | 2,777 | $283.6K | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Corp | 2,501 | $255.5K | 0.00% | +2,501 | New |
| 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 |
| Quest Partners LLC | 2,477 | $253.0K | 0.03% | −819−24.8% | Reduced |
| Simplex Trading, LLC | 2,416 | $246.0K | 0.01% | +2,416 | New |
| Hohimer Wealth Management, LLC | 2,230 | $227.8K | 0.04% | +157+7.6% | Added |
| Glenmede Trust Co NA | 2,146 | $219.2K | 0.00% | +2,146 | New |
| Polymer Capital Management (US) LLC | 2,123 | $216.8K | 0.07% | +2,123 | New |
| Prudential Financial Inc | 1,999 | $204.8K | 0.00% | −371−15.7% | Reduced |
| Foster & Motley Inc | 2,001 | $204.0K | 0.01% | −97−4.6% | Reduced |
| Ci Investments Inc. | 1,780 | $182.0K | 0.00% | +1,199+206.4% | Added |
| PEAK6 LLC | 1,750 | $178.7K | 0.01% | +1,750 | New |
| KBC Group NV | 1,549 | $158.0K | 0.00% | +209+15.6% | Added |
| LSV Asset Management | 1,500 | $153.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,100 | $112.4K | 0.01% | +389+54.7% | Added |
| CIBC Private Wealth Group, LLC | 953 | $94.8K | 0.00% | −963−50.3% | Reduced |
| Amalgamated Bank | 896 | $92.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 895 | $91.4K | 0.11% | +895 | New |
| US Bancorp | 768 | $78.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 698 | $71.3K | 0.00% | +698 | New |
| Picton Mahoney Asset Management | 700 | $71.0K | 0.00% | −106,239−99.3% | Reduced |
| Public Employees Retirement System of Ohio | 654 | $66.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 400 | $40.9K | 0.00% | +343+601.8% | Added |
| TD Waterhouse Canada Inc. | 379 | $38.7K | 0.00% | +379 | New |
| Harbor Capital Advisors, Inc. | 368 | $38.0K | 0.00% | +41+12.5% | Added |
| Hexagon Capital Partners LLC | 359 | $36.7K | 0.01% | −90−20.0% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $32.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 207 | $21.1K | 0.00% | +4+2.0% | Added |
| Quadrant Capital Group LLC | 202 | $20.6K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 200 | $20.4K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 190 | $19.4K | 0.00% | +190 | New |
| Headlands Technologies LLC | 187 | $19.1K | 0.00% | −1,908−91.1% | Reduced |
| Signaturefd, LLC | 164 | $16.8K | 0.00% | −2−1.2% | Reduced |
| CWM, LLC | 158 | $16.0K | 0.00% | +32+25.4% | Added |
| Covestor Ltd | 118 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 111 | $11.3K | 0.00% | −591−84.2% | Reduced |
| HighMark Wealth Management LLC | 106 | $10.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 96 | $9.80K | 0.00% | +6+6.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $8.87K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $8.17K | 0.00% | +80 | New |
| Principal Securities, Inc. | 73 | $7.46K | 0.00% | −51−41.1% | Reduced |
| Exchange Traded Concepts, LLC | 58 | $5.92K | 0.00% | +58 | New |
| New Wave Wealth Advisors LLC | 50 | $5.11K | 0.00% | +50 | New |
| SRS Capital Advisors, Inc. | 44 | $4.50K | 0.00% | +6+15.8% | Added |
| Lindbrook Capital, LLC | 43 | $4.39K | 0.00% | −12−21.8% | Reduced |
| C M Bidwell & Associates Ltd | 36 | $3.68K | 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 |
| Allworth Financial LP | 28 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 32 | $3.00K | 0.00% | +13+68.4% | Added |
| Mather Group, LLC. | 27 | $2.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $2.55K | 0.00% | +17+212.5% | Added |
| Parallel Advisors, LLC | 24 | $2.45K | 0.00% | +2+9.1% | Added |
| Bell Investment Advisors, Inc | 22 | $2.25K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $2.23K | 0.00% | −3−12.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 20 | $2.04K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 19 | $1.94K | 0.00% | +19 | New |
| Nisa Investment Advisors, LLC | 17 | $1.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.43K | 0.00% | +1+7.7% | 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 |
| Bruce G. Allen Investments, LLC | 11 | $1.12K | 0.00% | +4+57.1% | Added |
| Manchester Capital Management LLC | 8 | $818 | 0.00% | 00.0% | Unchanged |