PenumbraPEN
13F holders, Q2 2024 (June 30)342holders
57new positions
56sold out
7famous investors
$179.91avg. 13F price*
At the end of Q2 2024, 342 institutions reported holding Penumbra Inc. (PEN) in their 13F filings, unchanged from Q1 2024. 57 opened new positions and 56 sold out. The largest holders were FMR LLC ($1.0B), BlackRock Inc. ($765.8M) and Vanguard Group Inc. ($665.2M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Penumbra Inc.
- CUSIP
- 70975L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $82.0M |
| Exits | 56 | $389.6M |
All 13F filers, Q1 2024 → Q2 2024: 4,316,745 shares bought and 2,470,778 shares sold, net +1,845,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| FMR LLC | 0.07% | Reduce -0.5% | 5,774,931 | $1.0B |
| BlackRock Inc. | 0.02% | Add +4.8% | 4,255,155 | $765.8M |
| Vanguard Group Inc. | 0.01% | Add +0.1% | 3,696,060 | $665.2M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -0.0% | 3,025,573 | $544.5M |
| Champlain Investment Partners, LLC | 1.42% | Add +18.4% | 1,283,850 | $231.1M |
| State Street Corp. | 0.01% | Add +2.4% | 1,232,808 | $221.9M |
| William Blair Investment Management, LLC | 0.39% | Reduce -1.1% | 824,979 | $148.5M |
| Clearbridge Investments, LLC | 0.11% | Reduce -1.6% | 773,661 | $139.2M |
| RTW Investments, LP | 2.07% | Add +9.8% | 742,105 | $133.6M |
| Geode Capital Management, LLC | 0.01% | Add +4.6% | 644,315 | $116.0M |
| Congress Asset Management Co. | 0.83% | Add +2323.0% | 643,931 | $115.9M |
| Baillie Gifford & Co. | 0.09% | Reduce -3.1% | 614,863 | $110.7M |
| Capital World Investors | 0.02% | Add +0.3% | 544,993 | $98.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +461.4% | 485,005 | $87.3M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +283.6% | 366,450 | $66.0M |
| Artisan Partners Limited Partnership | 0.10% | Add +151.6% | 349,877 | $63.0M |
| Norges Bank | 0.01% | Add +17.9% | 344,813 | $62.1M |
| Morgan Stanley | 0.00% | Reduce -12.6% | 340,062 | $61.2M |
| Bank of New York Mellon Corp | 0.01% | Add +1.5% | 327,312 | $58.9M |
| Eagle Asset Management Inc. | 0.31% | Reduce -5.1% | 327,932 | $58.1M |
| JPMorgan Chase & Co. | 0.00% | Add +206.9% | 314,955 | $56.7M |
| Baird Financial Group, Inc. | 0.11% | Add +74.6% | 300,022 | $54.0M |
| Franklin Resources Inc. | 0.02% | Add +11.1% | 295,141 | $53.1M |
| Janus Henderson Group PLC | 0.03% | Add +15.1% | 293,189 | $52.8M |
| Bellevue Group AG | 0.82% | Add +55.7% | 282,049 | $50.8M |
| Northern Trust Corp. | 0.01% | Add +13.6% | 269,897 | $48.6M |
| Rock Springs Capital Management LP | 1.44% | Reduce -47.5% | 265,000 | $47.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.9% | 262,919 | $47.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +96.7% | 257,058 | $46.3M |
| Braidwell LP | 1.96% | Reduce -28.1% | 212,594 | $38.3M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +11.5% | 210,140 | $37.8M |
| Qube Research & Technologies Ltd | 0.06% | Add +47.5% | 190,378 | $34.3M |
| PFM Health Sciences, LP | 1.86% | Add +18.8% | 185,111 | $33.3M |
| AQR Capital Management | 0.05% | Add +439.8% | 178,413 | $31.3M |
| Alliancebernstein L.P. | 0.01% | Add +0.4% | 171,868 | $30.9M |
| Amundi | 0.01% | Add +85.5% | 171,601 | $30.4M |
| American Century Companies Inc. | 0.02% | Reduce -4.0% | 161,339 | $29.0M |
| Bank of America Corp. | 0.00% | Add +71.0% | 136,339 | $24.5M |
| TD Asset Management Inc | 0.02% | Add +3.2% | 133,942 | $24.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -11.2% | 129,445 | $23.3M |
| Man Group plc | 0.06% | Add +36.5% | 124,528 | $22.4M |
| Soleus Capital Management, L.P. | 1.96% | Add +44.0% | 123,450 | $22.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -25.6% | 120,294 | $21.6M |
| AXA S.A. | 0.06% | Add +6.4% | 112,260 | $20.2M |
| Polar Capital Holdings Plc | 0.12% | Reduce -1.1% | 111,203 | $20.0M |
| Rhumbline Advisers | 0.02% | Add +0.5% | 109,132 | $19.6M |
| Marshall Wace, LLP | 0.03% | Add +427.0% | 107,692 | $19.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +3.6% | 106,815 | $19.2M |
| Millennium Management | 0.02% | Add +11.8% | 105,171 | $18.9M |
| Renaissance Technologies | 0.03% | New | 99,700 | $17.9M |
| Loomis Sayles & Co. L P | 0.02% | Add +3.0% | 98,849 | $17.8M |
| C WorldWide Group Holding A/S | 0.19% | Add +26.0% | 97,000 | $17.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +43.1% | 96,576 | $17.4M |
| Sei Investments Co. | 0.02% | Add +103.8% | 80,490 | $14.5M |
| CW Advisors, LLC | 0.23% | Add +605.1% | 80,068 | $14.4M |
| Carret Asset Management, LLC | 1.66% | No change | 79,000 | $14.2M |
| Jennison Associates LLC | 0.01% | Reduce -16.8% | 72,464 | $13.0M |
| Swiss National Bank | 0.01% | No change | 72,400 | $13.0M |
| Citadel Advisors | 0.01% | Add +61.6% | 69,018 | $12.4M |
| New York State Common Retirement Fund | 0.02% | Add +30.5% | 68,715 | $12.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | New | 64,782 | $11.7M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 63,275 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +234.1% | 63,015 | $11.3M |
| Federated Hermes, Inc. | 0.03% | Reduce -0.0% | 61,741 | $11.1M |
| Azimuth Capital Investment Management LLC | 0.45% | Reduce -2.6% | 60,998 | $11.0M |
| Group One Trading LLC | 0.34% | Add +141.3% | 60,679 | $10.9M |
| Invesco Ltd. | 0.00% | Reduce -4.4% | 60,266 | $10.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 58,463 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 54,789 | $9.9M |
| Hantz Financial Services, Inc. | 0.19% | New | 54,509 | $9.8M |
| California Public Employees Retirement System | 0.01% | Add +3.4% | 51,779 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Add +8.7% | 49,685 | $8.9M |
| Corebridge Financial, Inc. | 0.05% | — | 49,468 | $8.9M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.3% | 47,846 | $8.6M |
| Squarepoint Ops LLC | 0.03% | Reduce -4.5% | 47,205 | $8.5M |
| First Light Asset Management, LLC | 0.68% | Add +13.6% | 43,108 | $7.8M |
| Primecap Management Co. | 0.01% | Reduce -6.8% | 39,930 | $7.2M |
| Trillium Asset Management, LLC | 0.18% | Add +67.7% | 39,236 | $7.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.5% | 37,706 | $6.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -12.8% | 36,235 | $6.5M |
| California State Teachers Retirement System | 0.01% | Reduce -2.1% | 35,905 | $6.5M |
| Trexquant Investment LP | 0.10% | Add +166.9% | 34,605 | $6.2M |
| Cordgrass Capital Advisors, LLC | 1.91% | Reduce -2.3% | 33,807 | $6.1M |
| Canada Pension Plan Investment Board | 0.01% | Add +208.5% | 32,700 | $5.9M |
| Citizens Financial Group Inc. | 0.12% | New | 31,062 | $5.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.6% | 30,685 | $5.5M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 28,746 | $5.2M |
| Voya Investment Management LLC | 0.01% | Add +28.5% | 28,400 | $5.1M |
| Algert Global LLC | 0.17% | Add +177.0% | 28,118 | $5.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.23% | Reduce -0.1% | 26,807 | $4.8M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -3.3% | 23,121 | $4.2M |
| Rhenman & Partners Asset Management AB | 0.40% | Reduce -50.0% | 23,000 | $4.1M |
| Bank of Montreal | 0.00% | Reduce -1.6% | 22,876 | $4.1M |
| Susquehanna Fundamental Investments, LLC | 0.09% | New | 22,410 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.5% | 22,088 | $4.0M |
| Public Employees Retirement System of Ohio | 0.02% | Add +7.4% | 21,735 | $3.9M |
| Caisse de depot et placement du Quebec | 0.01% | New | 21,000 | $3.8M |
| Washington Trust Advisors, Inc. | 0.35% | Add +319.6% | 20,965 | $3.8M |
| Amalgamated Bank | 0.03% | Reduce -6.3% | 19,974 | $3.6M |
| Intech Investment Management LLC | 0.04% | New | 19,925 | $3.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +30.3% | 19,540 | $3.5M |
| Bridgewater Associates | 0.02% | Reduce -4.7% | 19,402 | $3.5M |
| UBS Group AG | 0.00% | Add +31.5% | 19,235 | $3.5M |
| Townsquare Capital LLC | 0.05% | Add +273.0% | 19,164 | $3.4M |
| Natixis Advisors, LLC | 0.01% | New | 19,020 | $3.4M |
| EULAV Asset Management | 0.09% | No change | 18,100 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | Add +168.0% | 17,883 | $3.2M |
| Blair William & Co. | 0.01% | Add +5.9% | 17,656 | $3.2M |
| Next Century Growth Investors LLC | 0.26% | Reduce -18.8% | 17,299 | $3.1M |
| Gotham Asset Management | 0.04% | Add +251.4% | 17,105 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.0% | 16,683 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -0.0% | 16,440 | $3.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.0% | 16,043 | $2.9M |
| US Bancorp \de | 0.00% | Add +47.1% | 15,726 | $2.8M |
| Barclays PLC | 0.00% | Reduce -59.0% | 15,466 | $2.8M |
| E. Ohman J:or Asset Management AB | 0.07% | No change | 15,312 | $2.8M |
| Comerica Bank | 0.01% | Reduce -5.4% | 14,478 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -66.2% | 14,061 | $2.5M |
| Raymond James & Associates | 0.00% | Reduce -5.0% | 13,368 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -36.9% | 13,089 | $2.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +33.1% | 12,908 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 12,671 | $2.3M |
| LPL Financial LLC | 0.00% | Add +8.4% | 12,178 | $2.2M |
| Linden Thomas Advisory Services, LLC | 0.32% | Add +98.2% | 11,474 | $2.1M |
| Buckingham Strategic Wealth, LLC | 0.02% | New | 11,276 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.9% | 11,000 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 10,793 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +4.8% | 10,728 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -10.9% | 10,667 | $1.9M |
| Engineers Gate Manager LP | 0.04% | Reduce -31.2% | 10,559 | $1.9M |
| Arizona State Retirement System | 0.01% | Add +2.1% | 10,293 | $1.9M |
| Centiva Capital, LP | 0.09% | Add +1.6% | 10,233 | $1.8M |
| Aquatic Capital Management LLC | 0.07% | Reduce -61.5% | 10,200 | $1.8M |
| Motley Fool Asset Management LLC | 0.12% | Add +44.7% | 10,081 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.2% | 9,366 | $1.7M |
| State of Michigan Retirement System | 0.01% | Reduce -2.1% | 9,314 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +296.6% | 9,113 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | No change | 9,058 | $1.6M |
| First Hawaiian Bank | 0.05% | New | 8,875 | $1.6M |
| Caption Management, LLC | 0.17% | New | 8,850 | $1.6M |
| SG Americas Securities, LLC | 0.01% | New | 8,810 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | New | 8,771 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -29.5% | 8,652 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.5% | 8,652 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.6% | 8,592 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Add +449.5% | 8,567 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -3.3% | 8,245 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -5.8% | 8,182 | $1.5M |
| Diversified Trust Co. | 0.04% | Add +20.8% | 8,119 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -15.7% | 8,041 | $1.4M |
| PDT Partners, LLC | 0.14% | Add +425.6% | 7,995 | $1.4M |
| FORA Capital, LLC | 0.17% | New | 7,967 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -30.5% | 7,901 | $1.4M |
| AlTi Global, Inc. | 0.04% | No change | 7,804 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 7,800 | $1.4M |
| Xponance LLC | 0.01% | Reduce -6.6% | 7,716 | $1.4M |
| ClariVest Asset Management LLC | 0.14% | Add +0.3% | 7,523 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | Add +15.9% | 7,282 | $1.3M |
| Bessemer Group Inc. | 0.00% | Add +12.5% | 7,010 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 6,948 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Reduce -2.7% | 6,638 | $1.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.8% | 6,399 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,272 | $1.1M |
| Utah Retirement Systems | 0.01% | Reduce -3.2% | 6,117 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +122.4% | 6,152 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.4% | 5,792 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +166.9% | 5,664 | $1.0M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.03% | Reduce -5.2% | 5,498 | $989K |
| Oak Ridge Investments LLC | 0.09% | Reduce -12.5% | 5,486 | $987K |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +46.1% | 5,225 | $940K |
| Exchange Traded Concepts, LLC | 0.02% | Add +12.9% | 5,222 | $940K |
| S&co Inc. | 0.06% | Add +25.0% | 5,000 | $899K |
| Citigroup Inc. | 0.00% | Add +38.5% | 4,983 | $897K |
| Tidal Investments LLC | 0.01% | Reduce -1.9% | 4,878 | $878K |
| Pictet Asset Management Holding SA | 0.00% | Add +3.9% | 4,771 | $859K |
| New York Life Investment Management LLC | 0.01% | Add +9.8% | 4,693 | $845K |
| Nebula Research & Development LLC | 0.14% | New | 4,681 | $842K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.8% | 4,438 | $799K |
| Dynamic Technology Lab Private Ltd | 0.09% | Reduce -35.2% | 4,342 | $781K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.3% | 4,312 | $776K |
| State of Alaska, Department of Revenue | 0.01% | No change | 4,185 | $753K |
| Guggenheim Capital LLC | 0.01% | Reduce -55.1% | 4,173 | $751K |
| Pathstone Holdings, LLC | 0.00% | Add +19.3% | 4,137 | $745K |
| Argonautica Private Wealth Management, Inc. | 0.25% | New | 4,056 | $730K |
| Employees Retirement System of Texas | 0.01% | No change | 3,999 | $720K |
| Elevation Point Wealth Partners, LLC | 0.06% | New | 3,986 | $717K |
| Highland Capital Management, LLC | 0.04% | Reduce -16.6% | 3,982 | $717K |
| VCI Wealth Management LLC | 0.35% | Add +59.0% | 3,954 | $712K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.1% | 3,864 | $695K |
| Teacher Retirement System of Texas | 0.00% | Reduce -46.2% | 3,845 | $692K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,825 | $688K |
| Aigen Investment Management, LP | 0.13% | Add +191.2% | 3,605 | $649K |
| Norden Group LLC | 0.13% | Add +148.9% | 3,579 | $644K |
| Keybank National Association | 0.00% | New | 3,423 | $616K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +215.0% | 3,408 | $613K |
| Stifel Financial Corp. | 0.00% | New | 3,381 | $609K |
| Gsa Capital Partners LLP | 0.04% | Add +84.4% | 3,304 | $595K |
| Baker Avenue Asset Management, LP | 0.02% | Add +0.1% | 3,277 | $590K |
| Bayesian Capital Management, LP | 0.07% | New | 3,150 | $567K |
| Alliance Wealth Advisors, LLC | 0.17% | Add +135.3% | 3,132 | $564K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +86.1% | 3,126 | $563K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,088 | $556K |
| Van Eck Associates Corp. | 0.00% | Reduce -1.7% | 3,075 | $553K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.2% | 3,055 | $550K |
| Cerity Partners LLC | 0.00% | New | 3,029 | $545K |
| AlphaQuest LLC | 0.07% | Add +272.8% | 3,027 | $545K |
| Yorktown Management & Research Co Inc | 0.58% | Add +62.2% | 3,000 | $540K |
| Rathbones Group PLC | 0.00% | No change | 3,000 | $540K |
| Leavell Investment Management, Inc. | 0.03% | No change | 2,900 | $522K |
| Walleye Capital LLC | 0.01% | Reduce -46.4% | 2,864 | $515K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 2,862 | $515K |
| Blueshift Asset Management, LLC | 0.17% | Add +32.5% | 2,858 | $514K |
| Vestcor Inc | 0.02% | No change | 2,806 | $505K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.7% | 2,766 | $498K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,765 | $498K |
| Danske Bank A/S | 0.00% | New | 2,576 | $464K |
| Abbot Financial Management, Inc. | 0.25% | Add +13.6% | 2,542 | $457K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -11.6% | 2,538 | $457K |
| Prudential Financial Inc. | 0.00% | Reduce -11.5% | 2,271 | $409K |
| Graham Capital Management, L.P. | 0.03% | Reduce -45.3% | 2,266 | $408K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +28.9% | 2,220 | $400K |
| Portside Wealth Group, LLC | 0.08% | New | 2,202 | $396K |
| nVerses Capital, LLC | 0.24% | New | 2,200 | $396K |
| QRG Capital Management, Inc. | 0.00% | Reduce -14.1% | 2,187 | $394K |
| ProShare Advisors LLC | 0.00% | Add +2.9% | 2,171 | $391K |
| Osaic Holdings, Inc. | 0.00% | Add +368.6% | 2,165 | $390K |
| Verition Fund Management LLC | 0.00% | Reduce -78.6% | 2,100 | $378K |
| Cynosure Group, LLC | 0.06% | Add +43.2% | 2,044 | $368K |
| Knollwood Investment Advisory, LLC | 0.04% | New | 2,013 | $362K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.1% | 1,938 | $351K |
| Brevan Howard Capital Management LP | 0.02% | New | 1,878 | $338K |
| Cetera Investment Advisers | 0.00% | Add +98.1% | 1,805 | $325K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 1,700 | $306K |
| Vident Advisory, LLC | 0.01% | Add +78.4% | 1,686 | $303K |
| Legacy Wealth Asset Management, LLC | 0.08% | New | 1,666 | $300K |
| Mgo One Seven LLC | 0.01% | New | 1,654 | $298K |
| Park Avenue Securities LLC | 0.00% | New | 1,649 | $297K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,604 | $289K |
| NEOS Investment Management LLC | 0.01% | Add +9.8% | 1,574 | $283K |
| XTX Topco Ltd | 0.02% | Reduce -77.5% | 1,570 | $283K |
| Cwm, LLC | 0.00% | Add +215.7% | 1,550 | $279K |
| Shelton Capital Management | 0.01% | Reduce -6.7% | 1,521 | $274K |
| MML Investors Services, LLC | 0.00% | New | 1,508 | $271K |
| Creative Planning | 0.00% | Add +30.1% | 1,503 | $270K |
| Wedbush Securities Inc. | 0.01% | New | 1,444 | $260K |
| Canandaigua National Bank & Trust Co. | 0.03% | New | 1,434 | $258K |
| 17 Capital Partners, LLC | 0.18% | Add +11.7% | 1,431 | $258K |
| Covenant Partners, LLC | 0.08% | New | 1,392 | $251K |
| Quent Capital, LLC | 0.03% | Reduce -24.0% | 1,350 | $243K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 1,333 | $240K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 1,332 | $240K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 1,332 | $240K |
| Walleye Trading LLC | 0.00% | Reduce -24.4% | 1,326 | $239K |
| Bridgefront Capital, LLC | 0.10% | Add +0.9% | 1,297 | $233K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 1,295 | $233K |
| M&T Bank Corp | 0.00% | Reduce -10.5% | 1,266 | $228K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 1,241 | $223K |
| Sherbrooke Park Advisers LLC | 0.04% | New | 1,237 | $223K |
| Commonwealth Equity Services, LLC | 0.00% | New | 1,195 | $215K |
| Nomura Holdings Inc. | 0.00% | New | 1,192 | $215K |
| Concorde Asset Management, LLC | 0.13% | No change | 1,175 | $211K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.0% | 1,173 | $211K |
| Lazard Asset Management LLC | 0.00% | Add +106.0% | 1,129 | $203K |
| Profund Advisors LLC | 0.01% | Reduce -26.4% | 1,124 | $202K |
| Leonteq Securities AG | 0.03% | Add +41.5% | 1,119 | $201K |
| Arcadia Investment Management Corp. | 0.03% | Add +7.9% | 1,006 | $181K |
| CI Investments Inc. | 0.00% | Reduce -8.4% | 937 | $169K |
| KBC Group NV | 0.00% | Add +13.8% | 891 | $160K |
| EntryPoint Capital, LLC | 0.07% | Add +69.6% | 877 | $158K |
| Covestor Ltd | 0.08% | Add +20.9% | 649 | $117K |
| Quadrant Capital Group LLC | 0.01% | Reduce -18.7% | 565 | $102K |
| Headlands Technologies LLC | 0.01% | Add +40.0% | 557 | $100K |
| RiverPark Advisors, LLC | 0.06% | Reduce -21.9% | 396 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1845.0% | 389 | $70K |
| Advisors Asset Management, Inc. | 0.00% | Add +9.7% | 373 | $67K |
| Principal Securities, Inc. | 0.00% | Add +217.3% | 349 | $63K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 330 | $59K |
| WASHINGTON TRUST Co | 0.00% | New | 300 | $54K |
| Fifth Third Bancorp | 0.00% | Reduce -31.0% | 280 | $50K |
| Arax Advisory Partners | 0.00% | New | 248 | $45K |
| Quarry LP | 0.02% | Reduce -5.9% | 207 | $37K |
| Signaturefd, LLC | 0.00% | Reduce -21.8% | 187 | $34K |
| Mather Group, Llc. | 0.00% | Add +3.8% | 137 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.2% | 150 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 140 | $25K |
| Parallel Advisors, LLC | 0.00% | Add +0.8% | 126 | $23K |
| Huntington National Bank | 0.00% | Reduce -4.9% | 117 | $21K |
| Allworth Financial LP | 0.00% | Reduce -34.8% | 107 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.0% | 96 | $17K |
| GAMMA Investing LLC | 0.00% | Reduce -9.0% | 81 | $15K |
| Global Retirement Partners, LLC | 0.00% | Reduce -21.3% | 74 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 73 | $13K |
| Blue Trust, Inc. | 0.00% | New | 56 | $12K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 66 | $12K |
| Rothschild Investment LLC | 0.00% | New | 65 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 59 | $11K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -86.0% | 58 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +39.5% | 53 | $9K |
| Ridgewood Investments LLC | 0.00% | New | 50 | $9K |
| Sandy Spring Bank | 0.00% | No change | 50 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 45 | $8K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -58.3% | 45 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Add +95.5% | 43 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 42 | $8K |
| Lindbrook Capital, LLC | 0.00% | Reduce -24.0% | 38 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 27 | $5K |
| Crewe Advisors LLC | 0.00% | New | 24 | $4K |
| Park Place Capital Corp | 0.00% | New | 23 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 21 | $4K |
| Meeder Asset Management Inc. | 0.00% | Add +16.7% | 21 | $4K |
| Key Financial Inc | 0.00% | No change | 20 | $4K |
| CoreCap Advisors, LLC | 0.00% | Add +5.9% | 18 | $3K |
| MCF Advisors LLC | 0.00% | Reduce -29.2% | 17 | $3K |
| Smithfield Trust Co | 0.00% | No change | 17 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 15 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.7% | 16 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +7.7% | 14 | $3K |
| UMB Bank, n.a. | 0.00% | Add +20.0% | 12 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 11 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -44.4% | 10 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +42.9% | 10 | $2K |
| Sachetta, LLC | 0.00% | Add +200.0% | 9 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 8 | $1K |
| Spire Wealth Management | 0.00% | Reduce -20.0% | 8 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -22.2% | 7 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -12.5% | 7 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 5 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 4 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 5 | $900 |
| AdvisorNet Financial, Inc | 0.00% | New | 5 | $900 |
| Private Wealth Management Group, LLC | 0.00% | No change | 4 | $720 |
| Clearstead Advisors, LLC | 0.00% | No change | 4 | $720 |
| TD Private Client Wealth LLC | 0.00% | No change | 4 | $720 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 3 | $540 |
| Parkside Financial Bank & Trust | 0.00% | No change | 2 | $360 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -60.0% | 2 | $360 |
| Innealta Capital, LLC | 0.00% | New | 1 | $180 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $180 |
| Harbor Investment Advisory, LLC | 0.00% | New | 1 | $180 |
| Avion Wealth | 0.00% | Reduce -66.7% | 2 | $0 |
"% of holder's portfolio" is PEN's weight in each manager's 13F, not the share of Penumbra Inc. the manager owns.