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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
118
shares
|
$30,242
0.0% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
117
shares
|
$29,985
0.02% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
117
shares
|
$29,985
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
111
shares
|
$28,448
0.0% of portfolio
|
Q3 2022
Reduced 13.95%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
100
shares
|
$25,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
100
shares
|
$25,629
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
99
shares
|
$25,372
0.01% of portfolio
|
Q2 2025
Added 1649.49%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
94
shares
|
$24,091
0.0% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
88
shares
|
$22,553
0.0% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
85
shares
|
$21,784
0.0% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
79
shares
|
$20,246
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
79
shares
|
$20,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
78
shares
|
$19,990
0.0% of portfolio
|
Q2 2025
Reduced 99.27%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
78
shares
|
$19,990
0.0% of portfolio
|
Q2 2025
Added 47.17%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
59
shares
|
$15,121
0.0% of portfolio
|
Q1 2024
Reduced 26.25%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
57
shares
|
$14,608
0.0% of portfolio
|
Q2 2025
Reduced 54.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
53
shares
|
$13,583
0.0% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
52
shares
|
$13,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
51
shares
|
$13,070
0.0% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$12,814
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
50
shares
|
$12,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
50
shares
|
$12,814
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
47
shares
|
$12,045
0.0% of portfolio
|
Q2 2025
Reduced 51.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
45
shares
|
$11,533
0.0% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
42
shares
|
$10,764
0.0% of portfolio
|
Q2 2025
Reduced 60.38%
|