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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
901
shares
|
$243,621
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
900
shares
|
$243,351
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
892
shares
|
$241,187
0.02% of portfolio
|
Q1 2025
Reduced 73.92%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
861
shares
|
$232,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
857
shares
|
$231,724
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
853
shares
|
$230,642
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
845
shares
|
$228,479
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
834
shares
|
$225,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
828
shares
|
$223,882
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
812
shares
|
$219,556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
802
shares
|
$216,852
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
781
shares
|
$211,174
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
781
shares
|
$211,174
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
777
shares
|
$210,093
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
775
shares
|
$209,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
762
shares
|
$206,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
715
shares
|
$193,328
0.01% of portfolio
|
Q1 2020
Reduced 31.47%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
703
shares
|
$190,084
0.0% of portfolio
|
Q1 2025
Reduced 81.63%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
648
shares
|
$175,212
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
641
shares
|
$173,319
0.0% of portfolio
|
Q1 2025
Reduced 33.23%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
486
shares
|
$131,409
0.01% of portfolio
|
Q4 2024
Reduced 64.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
445
shares
|
$120,323
0.0% of portfolio
|
Q1 2025
Added 606.35%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
422
shares
|
$114,104
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
404
shares
|
$109,237
0.0% of portfolio
|
Q1 2025
Added 110.42%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
404
shares
|
$109,237
0.0% of portfolio
|
Q1 2025
Added 16.43%
|