Institutional Ownership Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN). We have compiled data on the 476 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
2,736
shares
|
$739,787
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
2,736
shares
|
$739,787
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
2,730
shares
|
$738,164
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,684
shares
|
$725,726
0.0% of portfolio
|
Q1 2025
Added 35.76%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,645
shares
|
$715,181
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,617
shares
|
$707,610
0.0% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
2,467
shares
|
$667,052
0.05% of portfolio
|
Q1 2025
Added 49.97%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,452
shares
|
$662,996
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
2,452
shares
|
$662,996
0.0% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,449
shares
|
$662,185
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
2,430
shares
|
$657,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
2,414
shares
|
$652,721
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,374
shares
|
$641,905
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
2,288
shares
|
$618,652
0.1% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,250
shares
|
$608,377
0.23% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,243
shares
|
$606,484
0.0% of portfolio
|
Q1 2025
Added 32.33%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
2,218
shares
|
$599,725
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,200
shares
|
$594,858
0.03% of portfolio
|
Q1 2025
Reduced 24.14%
|
|
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
2,200
shares
|
$594,858
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,041
shares
|
$551,865
0.0% of portfolio
|
Q1 2025
Added 55.45%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
2,013
shares
|
$544,295
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,012
shares
|
$544,024
0.0% of portfolio
|
Q1 2025
Reduced 29.82%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$540,780
0.0% of portfolio
|
Q1 2025
Added 72.86%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,976
shares
|
$534,290
0.0% of portfolio
|
Q2 2023
Reduced 57.49%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,964
shares
|
$531,045
0.04% of portfolio
|
Q1 2025
Reduced 18.17%
|