Institutional Ownership Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN). We have compiled data on the 474 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
5
shares
|
$1,392
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
4
shares
|
$1,114
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
4
shares
|
$1,114
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4
shares
|
$1,114
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
4
shares
|
$1,114
0.0% of portfolio
|
Q4 2022
Reduced 78.95%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$1,114
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
4
shares
|
$1,114
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3
shares
|
$835
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
3
shares
|
$835
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$835
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3
shares
|
$835
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3
shares
|
$835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3
shares
|
$835
0.0% of portfolio
|
Q3 2025
Reduced 96.47%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
3
shares
|
$835
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3
shares
|
$835
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3
shares
|
$835
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
2
shares
|
$557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2
shares
|
$557
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
2
shares
|
$557
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2
shares
|
$557
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
2
shares
|
$557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1
shares
|
$278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
1
shares
|
$278
0.0% of portfolio
|
Q2 2025
Reduced 99.85%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1
shares
|
$278
0.0% of portfolio
|
Q2 2023
New holding
|
|