PenumbraPEN
13F holders, Q4 2024 (December 31)372holders +38
53new positions
24sold out
7famous investors
$237.60avg. 13F price*
At the end of Q4 2024, 372 institutions reported holding Penumbra Inc. (PEN) in their 13F filings, up 38 from Q3 2024. 53 opened new positions and 24 sold out. The largest holders were FMR LLC ($1.4B), BlackRock, Inc. ($975.9M) and Vanguard Group Inc. ($866.9M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Penumbra Inc.
- CUSIP
- 70975L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $94.4M |
| Exits | 24 | $45.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,135,569 shares bought and 2,523,465 shares sold, net −387,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 372 holders
| FMR LLC | 0.08% | Reduce -1.3% | 5,818,874 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +1.0% | 4,109,393 | $975.9M |
| Vanguard Group Inc. | 0.02% | Reduce -0.7% | 3,650,622 | $866.9M |
| Champlain Investment Partners, LLC | 2.25% | Reduce -3.4% | 1,495,957 | $355.3M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -36.3% | 1,265,687 | $300.6M |
| State Street Corp. | 0.01% | Reduce -2.7% | 1,203,218 | $285.7M |
| William Blair Investment Management, LLC | 0.51% | Reduce -10.0% | 883,098 | $209.7M |
| RTW Investments, LP | 3.10% | Add +8.4% | 862,450 | $204.8M |
| Citadel Advisors | 0.16% | Add +78.2% | 734,288 | $174.4M |
| Baillie Gifford & Co. | 0.13% | Add +23.4% | 730,233 | $173.4M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Add +47.4% | 707,061 | $167.9M |
| Clearbridge Investments, LLC | 0.13% | Reduce -6.5% | 663,948 | $157.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.7% | 650,973 | $154.6M |
| Congress Asset Management Co. | 0.98% | Reduce -4.5% | 608,962 | $144.6M |
| Janus Henderson Group PLC | 0.07% | Reduce -10.7% | 597,077 | $141.8M |
| Capital World Investors | 0.02% | Reduce -0.0% | 543,825 | $129.1M |
| Morgan Stanley | 0.01% | Reduce -0.9% | 438,710 | $104.2M |
| Thrivent Financial for Lutherans | 0.17% | Reduce -0.2% | 367,661 | $87.3M |
| Bank of America Corp. | 0.01% | Add +23.6% | 346,528 | $82.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +23.1% | 323,964 | $76.9M |
| Northern Trust Corp. | 0.01% | Add +20.8% | 318,230 | $75.6M |
| Franklin Resources Inc. | 0.02% | Reduce -1.6% | 314,064 | $74.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.2% | 307,254 | $73.0M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +39.8% | 299,397 | $71.8M |
| Artisan Partners Limited Partnership | 0.11% | Add +1.9% | 296,058 | $70.3M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 294,620 | $70.0M |
| Baird Financial Group, Inc. | 0.13% | Add +44.0% | 280,198 | $66.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 271,574 | $64.5M |
| Rock Springs Capital Management LP | 2.17% | Reduce -9.4% | 240,000 | $57.0M |
| Bellevue Group AG | 1.09% | Reduce -12.7% | 238,053 | $56.5M |
| Norges Bank | 0.01% | Reduce -7.5% | 229,054 | $54.4M |
| Alliancebernstein L.P. | 0.02% | Add +2.9% | 200,175 | $47.5M |
| Braidwell LP | 1.95% | Reduce -49.1% | 183,828 | $43.7M |
| Amundi | 0.01% | Reduce -9.2% | 161,939 | $41.7M |
| PFM Health Sciences, LP | 3.09% | No change | 166,261 | $39.5M |
| AQR Capital Management | 0.05% | Add +19.6% | 159,435 | $37.9M |
| TD Asset Management Inc | 0.03% | Add +23.3% | 142,996 | $34.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -65.9% | 131,028 | $31.1M |
| Loomis Sayles & Co. L P | 0.04% | Add +8.8% | 122,280 | $29.0M |
| Polar Asset Management Partners Inc. | 0.56% | Add +10.5% | 122,126 | $29.0M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -28.5% | 117,605 | $27.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +14.3% | 111,500 | $26.5M |
| Rhumbline Advisers | 0.02% | Add +0.8% | 110,386 | $26.2M |
| AXA S.A. | 0.08% | Reduce -1.3% | 109,641 | $26.0M |
| Sei Investments Co. | 0.03% | Add +18.8% | 107,616 | $25.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +1.4% | 104,193 | $24.7M |
| Voya Investment Management LLC | 0.03% | Add +280.8% | 102,591 | $24.4M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 100,495 | $23.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -12.2% | 99,176 | $23.6M |
| C WorldWide Group Holding A/S | 0.28% | No change | 97,000 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.7% | 89,100 | $21.2M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -31.5% | 86,912 | $20.6M |
| UBS Group AG | 0.00% | Add +412.3% | 83,173 | $19.8M |
| CW Advisors, LLC | 0.26% | Reduce -0.7% | 79,868 | $19.0M |
| Carret Asset Management, LLC | 2.05% | No change | 79,000 | $18.8M |
| Perceptive Advisors LLC | 0.49% | New | 73,338 | $17.4M |
| Swiss National Bank | 0.01% | Add +0.8% | 72,500 | $17.2M |
| Public Employees Retirement Association of Colorado | 0.06% | Add +1648.2% | 67,550 | $16.0M |
| NZS Capital, LLC | 0.65% | Add +3.6% | 64,314 | $15.3M |
| Polar Capital Holdings Plc | 0.08% | Reduce -30.1% | 63,453 | $15.1M |
| Legal & General Group Plc | 0.00% | Reduce -1.5% | 63,343 | $15.0M |
| FIL Ltd | 0.01% | Add +0.5% | 61,723 | $14.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -0.7% | 61,190 | $14.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 60,485 | $14.4M |
| WCM Investment Management, LLC | 0.03% | New | 56,472 | $13.5M |
| Hantz Financial Services, Inc. | 0.21% | Reduce -2.4% | 51,792 | $12.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.2% | 51,771 | $12.3M |
| Invesco Ltd. | 0.00% | Reduce -14.7% | 49,524 | $11.8M |
| Retirement Systems of Alabama | 0.04% | Reduce -1.1% | 46,665 | $11.1M |
| California Public Employees Retirement System | 0.01% | Reduce -9.3% | 45,502 | $10.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -3.2% | 44,610 | $10.6M |
| Marshall Wace, LLP | 0.01% | Add +2312.3% | 43,952 | $10.4M |
| Corebridge Financial, Inc. | 0.06% | Reduce -5.4% | 43,840 | $10.4M |
| First Trust Advisors LP | 0.01% | New | 41,963 | $10.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | No change | 39,494 | $9.4M |
| Wells Fargo & Company | 0.00% | Reduce -17.7% | 39,506 | $9.4M |
| Azimuth Capital Investment Management LLC | 0.36% | Reduce -1.9% | 39,177 | $9.3M |
| New York State Teachers Retirement System | 0.02% | Add +0.4% | 37,654 | $8.9M |
| Trillium Asset Management, LLC | 0.23% | Reduce -3.9% | 37,547 | $8.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.3% | 35,025 | $8.3M |
| California State Teachers Retirement System | 0.01% | Reduce -0.9% | 34,527 | $8.2M |
| Cordgrass Capital Advisors, LLC | 2.32% | Reduce -0.3% | 33,607 | $8.0M |
| Susquehanna Fundamental Investments, LLC | 0.13% | — | 33,584 | $8.0M |
| Teachers Retirement System of the State of Kentucky | 0.07% | Add +17.3% | 33,306 | $7.9M |
| American Century Companies Inc. | 0.00% | Reduce -65.3% | 30,854 | $7.3M |
| Primecap Management Co. | 0.01% | Reduce -21.8% | 30,730 | $7.3M |
| Los Angeles Capital Management LLC | 0.03% | Add +211.2% | 30,582 | $7.3M |
| Meridiem Capital Partners LP | 0.67% | — | 30,129 | $7.2M |
| Wilmington Savings Fund Society, FSB | 0.13% | Reduce -16.7% | 30,000 | $7.1M |
| Barclays PLC | 0.00% | Add +65.3% | 29,796 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Add +1.7% | 28,198 | $6.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.30% | Reduce -0.8% | 26,577 | $6.3M |
| Redmile Group, LLC | 0.43% | Add +85.9% | 25,743 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -21.5% | 25,714 | $6.1M |
| Woodline Partners LP | 0.04% | Add +396.0% | 25,323 | $6.0M |
| Raymond James Financial Inc. | 0.00% | — | 25,163 | $6.0M |
| MetLife Investment Management, LLC | 0.03% | Add +7.0% | 23,233 | $5.5M |
| Citigroup Inc. | 0.01% | Add +298.9% | 22,661 | $5.4M |
| Public Employees Retirement System of Ohio | 0.02% | Add +6.2% | 22,399 | $5.3M |
| E. Ohman J:or Asset Management AB | 0.12% | Add +10.4% | 21,312 | $5.1M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -3.6% | 21,095 | $5.0M |
| Washington Trust Advisors, Inc. | 0.41% | Reduce -3.5% | 20,749 | $4.9M |
| Man Group plc | 0.02% | Reduce -85.9% | 20,396 | $4.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +830.1% | 19,989 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +3.9% | 19,398 | $4.6M |
| Townsquare Capital LLC | 0.05% | Add +2.1% | 19,316 | $4.6M |
| Banque Pictet & Cie SA | 0.04% | Reduce -8.4% | 19,160 | $4.6M |
| Algert Global LLC | 0.11% | Add +29.9% | 18,974 | $4.5M |
| Amalgamated Bank | 0.04% | Reduce -1.2% | 18,714 | $4.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 16,213 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 15,320 | $3.6M |
| EFG Asset Management (North America) Corp. | 0.48% | New | 14,860 | $3.5M |
| Pinebridge Investments, L.P. | 0.03% | Add +42.7% | 14,425 | $3.4M |
| Calamos Advisors LLC | 0.02% | New | 14,415 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +118.1% | 14,240 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -5.1% | 13,985 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 13,558 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 13,217 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -5.5% | 12,864 | $3.1M |
| Comerica Bank | 0.01% | Reduce -4.6% | 12,015 | $2.9M |
| PDT Partners, LLC | 0.24% | Add +0.1% | 11,530 | $2.7M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -63.9% | 11,400 | $2.7M |
| Linden Thomas Advisory Services, LLC | 0.34% | Reduce -0.2% | 11,365 | $2.7M |
| Bank of Montreal | 0.00% | Reduce -31.9% | 11,348 | $2.7M |
| Motley Fool Asset Management LLC | 0.13% | Add +10.3% | 10,897 | $2.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -14.3% | 10,655 | $2.6M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 10,793 | $2.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -22.2% | 10,739 | $2.6M |
| Arizona State Retirement System | 0.02% | Add +1.0% | 10,710 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -0.9% | 10,700 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -0.9% | 10,558 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -35.9% | 10,555 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -0.5% | 10,457 | $2.5M |
| Cwm, LLC | 0.01% | Add +413.6% | 10,329 | $2.5M |
| Diversified Trust Co. | 0.06% | Add +3.0% | 10,269 | $2.4M |
| Holocene Advisors, LP | 0.01% | Reduce -75.1% | 10,104 | $2.4M |
| Nomura Holdings Inc. | 0.01% | Reduce -43.2% | 10,052 | $2.4M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +205.3% | 9,627 | $2.3M |
| LPL Financial LLC | 0.00% | Add +4.0% | 9,486 | $2.3M |
| Mariner, LLC | 0.00% | Add +5.2% | 9,356 | $2.2M |
| State of Michigan Retirement System | 0.01% | Reduce -1.1% | 9,114 | $2.2M |
| Quantinno Capital Management LP | 0.02% | Add +497.3% | 9,031 | $2.1M |
| Exome Asset Management LLC | 1.61% | New | 9,000 | $2.1M |
| Trexquant Investment LP | 0.02% | Reduce -64.5% | 8,854 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -4.0% | 8,755 | $2.1M |
| HRT Financial LP | 0.01% | Add +75.0% | 8,745 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | New | 8,675 | $2.1M |
| First Hawaiian Bank | 0.07% | No change | 8,625 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -1.0% | 8,530 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.0% | 8,476 | $2.0M |
| New Age Alpha Advisors, LLC | 0.08% | New | 8,398 | $2.0M |
| Bessemer Group Inc. | 0.00% | Add +3.3% | 8,320 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -22.5% | 8,223 | $2.0M |
| Twin Tree Management, LP | 0.05% | New | 8,211 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -91.0% | 8,100 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | Add +17.4% | 8,082 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -33.8% | 7,967 | $1.9M |
| Xponance LLC | 0.02% | Add +2.8% | 7,948 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Add +388.9% | 7,876 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.3% | 7,818 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 7,800 | $1.9M |
| Jain Global LLC | 0.05% | — | 7,717 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.5% | 7,687 | $1.8M |
| Ieq Capital, LLC | 0.02% | New | 7,642 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | — | 7,500 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -31.5% | 7,187 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -2.3% | 7,165 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -20.9% | 6,822 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +59.3% | 6,523 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -9.9% | 6,512 | $1.5M |
| Danske Bank A/S | 0.00% | Add +812.4% | 6,387 | $1.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.1% | 6,270 | $1.5M |
| Utah Retirement Systems | 0.02% | No change | 6,117 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +3.3% | 5,980 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +66.1% | 5,999 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.7% | 5,736 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +1.0% | 5,721 | $1.4M |
| XTX Topco Ltd | 0.11% | Add +111.3% | 5,664 | $1.3M |
| S&co Inc. | 0.09% | No change | 5,500 | $1.3M |
| Norden Group LLC | 0.14% | Add +2.6% | 5,338 | $1.3M |
| Employees Retirement System of Texas | 0.01% | Add +31.9% | 5,273 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.18% | Add +0.1% | 5,231 | $1.2M |
| Tidal Investments LLC | 0.01% | Reduce -0.7% | 4,971 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -12.6% | 4,910 | $1.2M |
| AlTi Global, Inc. | 0.03% | Reduce -15.7% | 4,463 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +2.4% | 4,384 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 4,380 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Reduce -7.8% | 4,108 | $976K |
| Argonautica Private Wealth Management, Inc. | 0.31% | Reduce -0.1% | 4,063 | $965K |
| Bridgewater Associates | 0.00% | Reduce -31.1% | 3,990 | $948K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.3% | 3,854 | $915K |
| SG Americas Securities, LLC | 0.00% | Reduce -51.0% | 3,833 | $910K |
| Lazard Asset Management LLC | 0.00% | Add +38.0% | 3,827 | $908K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.9% | 3,772 | $896K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -0.3% | 3,763 | $894K |
| Blair William & Co. | 0.00% | Reduce -57.9% | 3,740 | $888K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -18.9% | 3,719 | $883K |
| Quantitative Investment Management, LLC | 0.07% | New | 3,651 | $867K |
| Squarepoint Ops LLC | 0.00% | New | 3,596 | $854K |
| Prelude Capital Management, LLC | 0.07% | New | 3,552 | $844K |
| Dynamic Technology Lab Private Ltd | 0.14% | Add +69.4% | 3,540 | $841K |
| Petrus Trust Company, LTA | 0.08% | New | 3,420 | $812K |
| Inceptionr LLC | 0.18% | Add +53.8% | 3,383 | $803K |
| Millennium Management | 0.00% | Reduce -36.5% | 3,336 | $792K |
| Baker Avenue Asset Management, LP | 0.02% | Add +1.6% | 3,330 | $791K |
| Alliance Wealth Advisors, LLC | 0.20% | Add +0.2% | 3,282 | $779K |
| Keybank National Association | 0.00% | Reduce -0.1% | 3,237 | $769K |
| Jefferies Financial Group Inc. | 0.01% | New | 3,200 | $760K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +74.7% | 3,115 | $740K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,031 | $720K |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 3,005 | $714K |
| Yorktown Management & Research Co Inc | 0.68% | No change | 3,000 | $712K |
| Rathbones Group PLC | 0.00% | No change | 3,000 | $712K |
| Fred Alger Management, LLC | 0.00% | New | 2,988 | $710K |
| Savant Capital, LLC | 0.01% | Add +8.0% | 2,981 | $708K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +266.0% | 2,979 | $707K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -22.9% | 2,948 | $700K |
| Securian Asset Management, Inc. | 0.02% | Reduce -5.0% | 2,901 | $689K |
| Leavell Investment Management, Inc. | 0.03% | No change | 2,900 | $689K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.6% | 2,867 | $681K |
| Abbot Financial Management, Inc. | 0.34% | Add +5.3% | 2,865 | $680K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 2,430 | $663K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.5% | 2,682 | $637K |
| Farringdon Capital, Ltd. | 0.26% | — | 2,661 | $632K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -15.1% | 2,514 | $597K |
| Guggenheim Capital LLC | 0.00% | Reduce -37.9% | 2,426 | $576K |
| China Universal Asset Management Co., Ltd. | 0.05% | New | 2,414 | $573K |
| WINTON GROUP Ltd | 0.04% | New | 2,400 | $570K |
| Brown Advisory Inc. | 0.00% | New | 2,380 | $565K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.1% | 2,286 | $543K |
| Cache Advisors, LLC | 0.22% | — | 2,250 | $534K |
| Aigen Investment Management, LP | 0.09% | New | 2,152 | $511K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,106 | $500K |
| Portside Wealth Group, LLC | 0.08% | Reduce -1.9% | 2,078 | $493K |
| Knollwood Investment Advisory, LLC | 0.05% | No change | 2,013 | $478K |
| ProShare Advisors LLC | 0.00% | Reduce -2.7% | 1,998 | $474K |
| Creative Planning | 0.00% | Add +25.6% | 1,977 | $469K |
| Natixis | 0.00% | New | 1,869 | $444K |
| Prudential Financial Inc. | 0.00% | Reduce -21.3% | 1,763 | $419K |
| Mercer Global Advisors Inc. | 0.00% | Add +41.8% | 1,760 | $418K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 1,757 | $417K |
| Diversify Wealth Management, LLC | 0.03% | Add +36.3% | 1,645 | $412K |
| Mgo One Seven LLC | 0.02% | Add +16.9% | 1,734 | $412K |
| Corient Private Wealth LP | 0.00% | Add +3.7% | 1,695 | $403K |
| Park Avenue Securities LLC | 0.00% | Add +18.6% | 1,665 | $395K |
| QRG Capital Management, Inc. | 0.00% | Add +4.8% | 1,584 | $376K |
| Legacy Wealth Asset Management, LLC | 0.10% | Reduce -9.4% | 1,569 | $373K |
| M&T Bank Corp | 0.00% | Add +8.0% | 1,560 | $370K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -29.0% | 1,339 | $360K |
| MML Investors Services, LLC | 0.00% | Add +7.0% | 1,487 | $353K |
| Shelton Capital Management | 0.01% | Reduce -3.8% | 1,463 | $347K |
| Captrust Financial Advisors | 0.00% | New | 1,445 | $343K |
| KBC Group NV | 0.00% | Add +41.9% | 1,445 | $343K |
| Crestline Management, L.P. | 0.01% | New | 1,400 | $332K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +37.6% | 1,313 | $312K |
| Praxis Investment Management Inc. | 0.02% | New | 1,280 | $304K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -3.9% | 1,250 | $297K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.4% | 1,250 | $297K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -6.4% | 1,250 | $297K |
| Engineers Gate Manager LP | 0.01% | New | 1,240 | $294K |
| HSBC Holdings PLC | 0.00% | Reduce -66.8% | 1,231 | $292K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -60.8% | 1,226 | $291K |
| Cynosure Group, LLC | 0.04% | Reduce -60.9% | 1,208 | $287K |
| CIBC Asset Management Inc | 0.00% | Add +5.4% | 1,183 | $281K |
| Commerce Bank | 0.00% | New | 1,160 | $275K |
| Gotham Asset Management | 0.00% | New | 1,157 | $275K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -5.1% | 1,125 | $267K |
| Pallas Capital Advisors LLC | 0.01% | Add +3.8% | 1,108 | $263K |
| Concorde Asset Management, LLC | 0.14% | No change | 1,100 | $261K |
| Bank Pictet & Cie (Europe) AG | 0.01% | Reduce -13.2% | 1,092 | $259K |
| Optimize Financial Inc. | 0.19% | — | 1,077 | $256K |
| Moody National Bank Trust Division | 0.03% | Add +1.9% | 1,070 | $254K |
| Brevan Howard Capital Management LP | 0.01% | New | 1,067 | $253K |
| Olympiad Research LP | 0.26% | New | 1,066 | $253K |
| Bayforest Capital Ltd | 0.31% | — | 1,053 | $250K |
| Shell Asset Management Co. | 0.01% | No change | 1,011 | $240K |
| Verition Fund Management LLC | 0.00% | New | 969 | $230K |
| Seeds Investor LLC | 0.07% | New | 968 | $230K |
| 17 Capital Partners, LLC | 0.15% | New | 966 | $229K |
| CI Investments Inc. | 0.00% | Add +10.5% | 960 | $228K |
| Washington Capital Management, Inc. | 0.18% | New | 950 | $226K |
| Evergreen Capital Management LLC | 0.01% | New | 942 | $224K |
| Arcadia Investment Management Corp. | 0.04% | No change | 940 | $223K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 937 | $223K |
| Atria Investments, Inc | 0.00% | New | 932 | $221K |
| Profund Advisors LLC | 0.01% | Reduce -17.3% | 926 | $220K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.3% | 919 | $218K |
| Covenant Partners, LLC | 0.07% | New | 908 | $216K |
| Trust Point Inc. | 0.01% | New | 904 | $215K |
| JGP Global Gestao de Recursos Ltda. | 0.49% | New | 901 | $214K |
| Vident Advisory, LLC | 0.00% | New | 893 | $212K |
| Rafferty Asset Management, LLC | 0.00% | New | 877 | $208K |
| Wescott Financial Advisory Group, LLC | 0.02% | New | 853 | $203K |
| Quadrant Capital Group LLC | 0.01% | Add +6.6% | 632 | $150K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.0% | 596 | $142K |
| Leonteq Securities AG | 0.01% | Reduce -51.3% | 561 | $133K |
| Osaic Holdings, Inc. | 0.00% | Reduce -64.5% | 758 | $124K |
| Quent Capital, LLC | 0.01% | Reduce -64.7% | 486 | $115K |
| GAMMA Investing LLC | 0.01% | Add +160.8% | 446 | $106K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.9% | 408 | $97K |
| Jones Financial Companies LLLP | 0.00% | Add +25.0% | 375 | $89K |
| Principal Securities, Inc. | 0.00% | Reduce -5.8% | 357 | $85K |
| Fifth Third Bancorp | 0.00% | Reduce -14.3% | 347 | $82K |
| Park Place Capital Corp | 0.02% | Reduce -7.5% | 335 | $80K |
| Mather Group, Llc. | 0.00% | Add +208.0% | 308 | $73K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -7.2% | 259 | $71K |
| Arax Advisory Partners | 0.00% | Add +7.0% | 274 | $65K |
| Huntington National Bank | 0.00% | Add +138.7% | 265 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +44.6% | 253 | $60K |
| Blue Trust, Inc. | 0.00% | Reduce -52.6% | 241 | $57K |
| Hurley Capital, LLC | 0.04% | — | 230 | $56K |
| Parallel Advisors, LLC | 0.00% | Add +9.3% | 223 | $53K |
| UMB Bank, n.a. | 0.00% | Add +57.4% | 192 | $46K |
| Signaturefd, LLC | 0.00% | Add +15.6% | 163 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 150 | $39K |
| Allworth Financial LP | 0.00% | Add +8.9% | 134 | $37K |
| True Wealth Design, LLC | 0.01% | Add +6.7% | 144 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.7% | 140 | $33K |
| Simplex Trading, LLC | 0.00% | New | 128 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 108 | $26K |
| Lindbrook Capital, LLC | 0.00% | Add +22.9% | 102 | $24K |
| Banque Transatlantique SA | 0.00% | — | 100 | $24K |
| Venturi Wealth Management, LLC | 0.00% | Add +890.0% | 99 | $24K |
| Covestor Ltd | 0.01% | Reduce -85.7% | 97 | $23K |
| Clearstead Advisors, LLC | 0.00% | Add +23.7% | 94 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +42.9% | 90 | $21K |
| Brooklyn Investment Group | 0.01% | No change | 81 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +21.2% | 80 | $19K |
| TruNorth Capital Management, LLC | 0.00% | New | 70 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.6% | 63 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 59 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +216.7% | 57 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 52 | $12K |
| Ridgewood Investments LLC | 0.01% | No change | 50 | $12K |
| Sandy Spring Bank | 0.00% | No change | 50 | $12K |
| SBI Securities Co., Ltd. | 0.00% | — | 46 | $11K |
| Colonial Trust Co / SC | 0.00% | New | 45 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 42 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 35 | $8K |
| MAI Capital Management | 0.00% | New | 35 | $8K |
| Versant Capital Management, Inc | 0.00% | New | 31 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 27 | $6K |
| Morse Asset Management, Inc | 0.00% | New | 25 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 21 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 21 | $5K |
| Key Financial Inc | 0.00% | No change | 20 | $5K |
| High Note Wealth, LLC | 0.00% | New | 18 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 18 | $4K |
| Meeder Asset Management Inc. | 0.00% | Reduce -25.0% | 18 | $4K |
| Smithfield Trust Co | 0.00% | No change | 17 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 16 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 14 | $3K |
| Assetmark, Inc. | 0.00% | New | 14 | $3K |
| J.Safra Asset Management Corp | 0.00% | No change | 13 | $3K |
| Hemington Wealth Management | 0.00% | Add +44.4% | 13 | $3K |
| Aventura Private Wealth, LLC | 0.00% | — | 11 | $3K |
| Avior Wealth Management, LLC | 0.00% | New | 11 | $3K |
| 2UniFi Bank | 0.00% | — | 8 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -11.1% | 8 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 5 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 4 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +300.0% | 4 | $951 |
| Private Wealth Management Group, LLC | 0.00% | No change | 4 | $950 |
| TD Private Client Wealth LLC | 0.00% | No change | 4 | $950 |
| Sachetta, LLC | 0.00% | No change | 3 | $713 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 3 | $712 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 3 | $712 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $712 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $238 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.0% | 1 | $237 |
"% of holder's portfolio" is PEN's weight in each manager's 13F, not the share of Penumbra Inc. the manager owns.