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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
41
shares
|
$10,507
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
36
shares
|
$9,226
0.0% of portfolio
|
Q2 2025
Added 157.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35
shares
|
$8,970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
33
shares
|
$8,457
0.0% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
32
shares
|
$8,201
0.0% of portfolio
|
Q2 2025
Reduced 58.97%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
21
shares
|
$5,382
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
20
shares
|
$5,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$5,125
0.0% of portfolio
|
Q2 2022
Reduced 64.29%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
20
shares
|
$5,125
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
20
shares
|
$5,125
0.0% of portfolio
|
Q2 2025
Added 122.22%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
18
shares
|
$4,613
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
17
shares
|
$4,356
0.0% of portfolio
|
Q4 2023
Reduced 39.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
15
shares
|
$3,844
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14
shares
|
$3,588
0.0% of portfolio
|
Q2 2024
Added 7.69%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
13
shares
|
$3,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
13
shares
|
$3,331
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
13
shares
|
$3,331
0.0% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
12
shares
|
$3,075
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
12
shares
|
$3,075
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$3,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10
shares
|
$2,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10
shares
|
$2,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8
shares
|
$2,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
8
shares
|
$2,050
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
6
shares
|
$1,537
0.0% of portfolio
|
Q2 2025
New holding
|