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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
100
shares
|
$27,039
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
100
shares
|
$27,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
100
shares
|
$27,039
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
100
shares
|
$27,039
0.0% of portfolio
|
Q1 2025
Reduced 67.53%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
99
shares
|
$26,768
0.01% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
97
shares
|
$26,227
0.0% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
94
shares
|
$25,416
0.0% of portfolio
|
Q1 2025
Added 2250.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
88
shares
|
$23,794
0.0% of portfolio
|
Q1 2025
Added 54.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
87
shares
|
$23,523
0.0% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
85
shares
|
$22,983
0.0% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
79
shares
|
$21,360
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
78
shares
|
$21,090
0.0% of portfolio
|
Q1 2025
Reduced 71.53%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
74
shares
|
$20,008
0.0% of portfolio
|
Q1 2025
Reduced 80.27%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
60
shares
|
$16,223
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
59
shares
|
$15,953
0.0% of portfolio
|
Q1 2024
Reduced 26.25%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
57
shares
|
$15,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
53
shares
|
$14,330
0.0% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
53
shares
|
$14,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
52
shares
|
$14,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
50
shares
|
$13,519
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
50
shares
|
$13,519
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
49
shares
|
$13,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
45
shares
|
$12,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
45
shares
|
$12,167
0.0% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
41
shares
|
$11,085
0.0% of portfolio
|
Q2 2023
New holding
|