Institutional Ownership Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN). We have compiled data on the 506 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $7.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,250
shares
|
$576,652
0.16% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,219
shares
|
$568,707
0.0% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,200
shares
|
$563,838
0.03% of portfolio
|
Q1 2025
Reduced 24.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,187
shares
|
$560,506
0.0% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,149
shares
|
$550,767
0.08% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,145
shares
|
$549,742
0.06% of portfolio
|
Q2 2025
Added 140.47%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
2,098
shares
|
$537,696
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
2,013
shares
|
$515,911
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,986
shares
|
$508,991
0.0% of portfolio
|
Q2 2025
Added 33.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,976
shares
|
$506,429
0.0% of portfolio
|
Q2 2023
Reduced 57.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,944
shares
|
$498,227
0.0% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
1,918
shares
|
$491,564
0.0% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
1,892
shares
|
$484,900
0.0% of portfolio
|
Q2 2025
Reduced 79.73%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Aug 07, 2025 Q2 2025 |
1,880
shares
|
$481,825
0.57% of portfolio
|
Q2 2025
Reduced 87.87%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
1,870
shares
|
$479,262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
1,810
shares
|
$463,884
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
1,771
shares
|
$453,889
0.31% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,727
shares
|
$442,612
0.13% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
1,723
shares
|
$441,587
0.01% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,717
shares
|
$440,049
0.0% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
1,701
shares
|
$435,949
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
1,700
shares
|
$435,693
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
1,679
shares
|
$430,310
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,652
shares
|
$423,391
0.01% of portfolio
|
Q2 2025
Added 113.16%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,640
shares
|
$420,315
0.01% of portfolio
|
Q2 2025
Added 94.08%
|