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 |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
5
shares
|
$1,351
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$1,351
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4
shares
|
$1,081
0.0% of portfolio
|
Q4 2022
Reduced 78.95%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$1,081
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
4
shares
|
$1,081
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3
shares
|
$811
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
3
shares
|
$811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
3
shares
|
$811
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
3
shares
|
$811
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3
shares
|
$811
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3
shares
|
$811
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2
shares
|
$540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
2
shares
|
$540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
2
shares
|
$540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1
shares
|
$270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1
shares
|
$270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1
shares
|
$270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
1
shares
|
$270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1
shares
|
$270
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|