PenumbraPEN
13F holders, Q3 2025 (September 30)421holders −30
49new positions
80sold out
7famous investors
$253.28avg. 13F price*
At the end of Q3 2025, 421 institutions reported holding Penumbra Inc. (PEN) in their 13F filings, down 30 from Q2 2025. 49 opened new positions and 80 sold out. The largest holders were FMR LLC ($1.5B), BlackRock, Inc. ($1.1B) and Vanguard Group Inc. ($971.6M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Penumbra Inc.
- CUSIP
- 70975L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $155.6M |
| Exits | 80 | $223.1M |
All 13F filers, Q2 2025 → Q3 2025: 3,489,522 shares bought and 2,535,654 shares sold, net +953,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| FMR LLC | 0.08% | Add +0.6% | 5,891,665 | $1.5B |
| BlackRock, Inc. | 0.02% | Reduce -1.0% | 4,170,892 | $1.1B |
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 3,835,483 | $971.6M |
| T. Rowe Price Associates Inc. | 0.05% | Add +30.6% | 1,794,267 | $454.5M |
| State Street Corp. | 0.01% | Reduce -0.5% | 1,164,950 | $295.1M |
| Citadel Advisors | 0.20% | Add +343.4% | 970,998 | $246.0M |
| Baillie Gifford & Co. | 0.17% | Reduce -1.5% | 908,546 | $230.2M |
| RTW Investments, LP | 2.70% | Add +0.3% | 866,499 | $219.5M |
| JPMorgan Chase & Co. | 0.01% | Add +12.4% | 843,697 | $213.7M |
| Clearbridge Investments, LLC | 0.14% | Add +8.4% | 757,508 | $191.9M |
| Geode Capital Management, LLC | 0.01% | Add +5.9% | 747,772 | $189.5M |
| Champlain Investment Partners, LLC | 1.37% | Reduce -3.5% | 717,900 | $181.9M |
| Morgan Stanley | 0.01% | Add +39.1% | 693,454 | $175.7M |
| Invesco Ltd. | 0.03% | Reduce -0.4% | 631,094 | $159.9M |
| Janus Henderson Group PLC | 0.05% | Reduce -11.7% | 468,848 | $118.8M |
| Congress Asset Management Co. | 0.72% | Reduce -5.6% | 429,172 | $108.7M |
| Capital World Investors | 0.01% | Reduce -23.8% | 415,732 | $105.3M |
| Thrivent Financial for Lutherans | 0.19% | Add +13.7% | 367,062 | $93.0M |
| Allspring Global Investments Holdings, LLC | 0.15% | Add +13.4% | 365,097 | $91.1M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 319,113 | $80.8M |
| Holocene Advisors, LP | 0.18% | New | 310,219 | $78.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.5% | 303,374 | $76.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +41.1% | 296,584 | $75.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.5% | 288,410 | $73.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.5% | 264,591 | $67.0M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 259,669 | $65.8M |
| AQR Capital Management | 0.04% | Reduce -29.2% | 234,455 | $59.4M |
| Millennium Management | 0.05% | Add +242.1% | 233,306 | $59.1M |
| Artisan Partners Limited Partnership | 0.08% | Add +9.5% | 223,476 | $56.6M |
| Perceptive Advisors LLC | 1.64% | Add +572.5% | 220,547 | $55.9M |
| Franklin Resources Inc. | 0.01% | Reduce -7.3% | 213,131 | $54.0M |
| Qube Research & Technologies Ltd | 0.08% | Add +1.4% | 212,536 | $53.8M |
| PFM Health Sciences, LP | 4.27% | Add +17.3% | 195,085 | $49.4M |
| UBS Group AG | 0.01% | Add +111.7% | 190,567 | $48.3M |
| Ameriprise Financial Inc. | 0.01% | Add +19.4% | 188,000 | $47.6M |
| Baird Financial Group, Inc. | 0.07% | Reduce -20.4% | 176,569 | $44.7M |
| Balyasny Asset Management L.P. | 0.09% | New | 171,623 | $43.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.6% | 151,341 | $38.3M |
| Sei Investments Co. | 0.04% | Add +2.5% | 151,266 | $38.3M |
| Voya Investment Management LLC | 0.04% | Reduce -8.4% | 148,271 | $37.6M |
| Bellevue Group AG | 0.77% | Reduce -15.6% | 146,895 | $37.2M |
| Braidwell LP | 1.45% | Add +9.2% | 141,528 | $35.9M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +25.8% | 137,790 | $34.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +211.0% | 122,409 | $31.0M |
| Rock Springs Capital Management LP | 1.79% | Reduce -6.2% | 120,500 | $30.5M |
| Lord, Abbett & Co. LLC | 0.09% | Reduce -18.0% | 118,046 | $29.9M |
| Man Group plc | 0.06% | Reduce -43.1% | 117,371 | $29.7M |
| Rhumbline Advisers | 0.02% | Reduce -0.5% | 109,728 | $27.8M |
| Los Angeles Capital Management LLC | 0.09% | Reduce -17.8% | 104,881 | $26.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -20.8% | 100,973 | $25.6M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -3.6% | 98,100 | $24.9M |
| TD Asset Management Inc | 0.02% | Reduce -8.2% | 97,528 | $24.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -47.0% | 92,175 | $23.3M |
| Polar Capital Holdings Plc | 0.11% | Add +36.9% | 90,877 | $23.0M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -8.0% | 89,909 | $22.8M |
| AXA Investment Managers S.A. | 0.06% | — | 87,012 | $22.0M |
| NZS Capital, LLC | 0.67% | Add +24.9% | 86,984 | $22.0M |
| Nuveen, LLC | 0.01% | Reduce -46.2% | 85,950 | $21.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -1.0% | 84,611 | $21.4M |
| Raymond James Financial Inc. | 0.01% | Add +177.6% | 83,128 | $21.1M |
| New York State Common Retirement Fund | 0.03% | Add +8.7% | 82,849 | $21.0M |
| Legal & General Group Plc | 0.00% | Reduce -5.6% | 79,032 | $20.0M |
| Royal Bank of Canada | 0.00% | Reduce -19.6% | 77,100 | $19.5M |
| Carret Asset Management, LLC | 1.90% | No change | 77,000 | $19.5M |
| Azimuth Capital Investment Management LLC | 0.68% | Reduce -3.0% | 75,253 | $19.1M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +834.4% | 74,237 | $18.8M |
| FIL Ltd | 0.01% | Reduce -43.8% | 73,484 | $18.6M |
| C WorldWide Group Holding A/S | 0.28% | No change | 72,000 | $18.2M |
| Swiss National Bank | 0.01% | Add +1.6% | 71,300 | $18.1M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -23.7% | 70,252 | $17.8M |
| Amundi | 0.01% | Reduce -0.5% | 63,348 | $16.2M |
| Osaic Holdings, Inc. | 0.02% | Add +1798.9% | 62,417 | $15.8M |
| American Century Companies Inc. | 0.01% | Reduce -24.6% | 54,813 | $13.9M |
| Next Century Growth Investors LLC | 0.96% | Add +4.4% | 51,928 | $13.2M |
| Integral Health Asset Management, LLC | 0.92% | Add +25.0% | 50,000 | $12.7M |
| California Public Employees Retirement System | 0.01% | Reduce -19.3% | 49,241 | $12.5M |
| Intech Investment Management LLC | 0.11% | Add +13.3% | 48,971 | $12.4M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.4% | 47,153 | $11.9M |
| State of Wisconsin Investment Board | 0.03% | Reduce -4.1% | 45,982 | $11.6M |
| Algert Global LLC | 0.19% | Add +38.8% | 45,875 | $11.6M |
| Driehaus Capital Management LLC | 0.08% | Reduce -61.4% | 45,819 | $11.6M |
| First Trust Advisors LP | 0.01% | Reduce -54.6% | 45,681 | $11.6M |
| WCM Investment Management, LLC | 0.02% | Reduce -0.9% | 43,158 | $10.9M |
| Teachers Retirement System of the State of Kentucky | 0.08% | Reduce -2.7% | 39,870 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.0% | 39,477 | $10.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -7.2% | 39,179 | $9.9M |
| New York State Teachers Retirement System | 0.02% | Add +0.5% | 38,354 | $9.7M |
| Hantz Financial Services, Inc. | 0.14% | Reduce -17.1% | 37,110 | $9.4M |
| Wells Fargo & Company | 0.00% | Reduce -9.3% | 36,697 | $9.3M |
| Barclays PLC | 0.00% | Add +24.0% | 36,476 | $9.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -1.7% | 34,873 | $8.8M |
| California State Teachers Retirement System | 0.01% | Add +1.8% | 34,793 | $8.8M |
| Deutsche Bank AG | 0.00% | Add +399.2% | 34,585 | $8.8M |
| Citigroup Inc. | 0.01% | Add +75.9% | 33,560 | $8.5M |
| Cordgrass Capital Advisors, LLC | 2.05% | No change | 32,807 | $8.3M |
| Jain Global LLC | 0.11% | Add +229.0% | 32,547 | $8.2M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -8.8% | 31,666 | $8.0M |
| Citizens Financial Group Inc. | 0.11% | Add +0.1% | 31,214 | $7.9M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.7% | 29,161 | $7.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.5% | 28,395 | $7.1M |
| Capital Fund Management S.A. | 0.07% | Add +129.1% | 27,710 | $7.0M |
| Primecap Management Co. | 0.01% | Reduce -0.2% | 27,370 | $6.9M |
| Mariner, LLC | 0.01% | Add +132.7% | 26,919 | $6.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.26% | Reduce -1.3% | 25,525 | $6.5M |
| Susquehanna Fundamental Investments, LLC | 0.22% | Reduce -34.3% | 22,077 | $5.6M |
| STRS Ohio | 0.02% | Reduce -33.7% | 21,794 | $5.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.3% | 21,789 | $5.5M |
| Quantinno Capital Management LP | 0.01% | Reduce -3.5% | 21,204 | $5.4M |
| Trillium Asset Management, LLC | 0.14% | Reduce -1.3% | 20,921 | $5.3M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -53.2% | 20,900 | $5.3M |
| Rhenman & Partners Asset Management AB | 0.57% | Reduce -4.7% | 20,500 | $5.2M |
| Washington Trust Advisors, Inc. | 0.39% | Reduce -2.0% | 20,368 | $5.2M |
| EFG Asset Management (North America) Corp. | 0.66% | Add +21.9% | 20,192 | $5.1M |
| E. Ohman J:or Asset Management AB | 0.12% | Add +8.2% | 19,812 | $5.0M |
| Amalgamated Bank | 0.04% | Add +1.9% | 19,420 | $4.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -45.1% | 18,880 | $4.8M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -6.5% | 18,011 | $4.6M |
| Bank of Montreal | 0.00% | Add +14.4% | 17,199 | $4.4M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 16,812 | $4.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +15.3% | 16,552 | $4.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -75.8% | 15,641 | $4.0M |
| Gotham Asset Management | 0.02% | Reduce -23.9% | 15,116 | $3.8M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | New | 14,353 | $3.6M |
| Walleye Capital LLC | 0.03% | New | 13,899 | $3.5M |
| Commerce Bank | 0.02% | Add +11.2% | 13,818 | $3.5M |
| Baron Capital (BAMCO) | 0.01% | Reduce -22.9% | 13,500 | $3.4M |
| Ieq Capital, LLC | 0.01% | Reduce -19.4% | 13,158 | $3.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.9% | 12,670 | $3.2M |
| Hussman Strategic Advisors, Inc. | 0.69% | New | 12,600 | $3.2M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +43.8% | 12,523 | $3.2M |
| Agf Management Ltd. | 0.01% | New | 12,412 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.2% | 12,395 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -56.6% | 12,373 | $3.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -1.5% | 12,158 | $3.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -7.0% | 11,949 | $3.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -55.1% | 11,933 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -57.8% | 11,761 | $3.0M |
| Marshall Wace, LLP | 0.00% | Reduce -85.8% | 11,665 | $3.0M |
| Linden Thomas Advisory Services, LLC | 0.30% | Add +0.0% | 11,602 | $2.9M |
| Verition Fund Management LLC | 0.02% | Reduce -11.1% | 11,412 | $2.9M |
| Illinois Municipal Retirement Fund | 0.04% | Add +18.8% | 11,030 | $2.8M |
| Fred Alger Management, LLC | 0.01% | Add +30.7% | 10,981 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -36.4% | 10,929 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | No change | 10,900 | $2.8M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 10,886 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -1.0% | 10,727 | $2.7M |
| Comerica Bank | 0.01% | Reduce -6.7% | 10,710 | $2.7M |
| Handelsbanken Fonder AB | 0.01% | No change | 10,358 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.6% | 10,009 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -1.7% | 9,858 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -70.7% | 9,517 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -2.5% | 9,460 | $2.4M |
| State of Michigan Retirement System | 0.01% | No change | 9,314 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -2.2% | 9,299 | $2.4M |
| Motley Fool Asset Management LLC | 0.10% | Reduce -6.4% | 9,129 | $2.3M |
| Exome Asset Management LLC | 1.51% | No change | 9,000 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.5% | 8,693 | $2.2M |
| Simplify Asset Management Inc. | 0.04% | New | 8,342 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -23.3% | 8,108 | $2.1M |
| Xponance LLC | 0.02% | Add +1.3% | 7,934 | $2.0M |
| Delta Global Management LP | 0.15% | New | 7,896 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 7,881 | $2.0M |
| Scholtz & Company, LLC | 0.88% | Reduce -2.3% | 7,879 | $2.0M |
| New Mexico Educational Retirement Board | 0.06% | No change | 7,800 | $2.0M |
| Employees Retirement System of Texas | 0.02% | Add +3.2% | 7,749 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.7% | 7,700 | $2.0M |
| D. E. Shaw & Co. | 0.00% | No change | 7,586 | $1.9M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Add +50.8% | 7,540 | $1.9M |
| Wesbanco Bank Inc. | 0.05% | New | 7,502 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -2.8% | 7,310 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.2% | 7,286 | $1.8M |
| Diversified Trust Co. | 0.03% | Reduce -19.4% | 6,745 | $1.7M |
| Candriam S.C.A. | 0.01% | Reduce -48.8% | 6,729 | $1.7M |
| Exchange Traded Concepts, LLC | 0.02% | Add +12.3% | 6,625 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +625.4% | 6,543 | $1.7M |
| Deerfield Management Company, L.P. | 0.03% | New | 6,411 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -14.6% | 6,398 | $1.6M |
| Cinctive Capital Management LP | 0.08% | New | 6,215 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 6,213 | $1.6M |
| Future Fund LLC | 0.55% | Add +56.1% | 6,204 | $1.6M |
| One Capital Management, LLC | 0.05% | Add +56.1% | 6,204 | $1.6M |
| Utah Retirement Systems | 0.01% | No change | 6,091 | $1.5M |
| Cwm, LLC | 0.00% | Add +1.8% | 5,846 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -74.1% | 5,659 | $1.4M |
| S&co Inc. | 0.09% | No change | 5,500 | $1.4M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -3.0% | 5,311 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.14% | No change | 5,231 | $1.3M |
| Van Eck Associates Corp. | 0.00% | New | 5,227 | $1.3M |
| Magnetar Financial LLC | 0.01% | Reduce -83.7% | 5,163 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Add +174.9% | 5,140 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | New | 5,120 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -13.0% | 5,092 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +0.9% | 4,999 | $1.3M |
| Tidal Investments LLC | 0.01% | Add +26.4% | 4,691 | $1.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -14.8% | 4,602 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.8% | 4,567 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Add +140.3% | 4,547 | $1.2M |
| AlTi Global, Inc. | 0.03% | Add +0.1% | 4,474 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.26% | Add +28.1% | 4,426 | $1.1M |
| Sheets Smith Investment Management | 0.72% | Add +2.8% | 4,407 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +0.9% | 4,338 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.9% | 4,265 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.4% | 4,163 | $1.1M |
| Creative Planning | 0.00% | Add +88.7% | 4,127 | $1.0M |
| Picton Mahoney Asset Management | 0.01% | New | 4,058 | $1.0M |
| Horizon Investments, LLC | 0.01% | Reduce -28.8% | 4,045 | $1.0M |
| Argonautica Private Wealth Management, Inc. | 0.30% | Reduce -0.4% | 4,017 | $1.0M |
| Diversify Wealth Management, LLC | 0.06% | Add +39.5% | 4,451 | $1.0M |
| Bayesian Capital Management, LP | 0.20% | New | 3,903 | $989K |
| 17 Capital Partners, LLC | 0.53% | Add +0.2% | 3,862 | $978K |
| Calamos Advisors LLC | 0.01% | Add +37.4% | 3,838 | $972K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.9% | 3,902 | $972K |
| Perbak Capital Partners LLP | 0.17% | Add +152.2% | 3,773 | $956K |
| Mercer Global Advisors Inc. | 0.00% | Add +51.3% | 3,683 | $933K |
| Keybank National Association | 0.00% | Add +38.1% | 3,662 | $928K |
| OP Asset Management Ltd | 0.01% | Add +17.9% | 3,600 | $912K |
| HighTower Advisors, LLC | 0.00% | Reduce -33.0% | 3,595 | $911K |
| Norden Group LLC | 0.09% | Reduce -13.1% | 3,547 | $899K |
| Baker Avenue Asset Management, LP | 0.02% | Add +1.8% | 3,429 | $869K |
| United Capital Financial Advisors, LLC | 0.01% | New | 3,311 | $839K |
| Diversify Advisory Services, LLC | 0.03% | Add +17.4% | 3,678 | $832K |
| Abbot Financial Management, Inc. | 0.35% | Add +1.3% | 3,254 | $824K |
| Prudential Financial Inc. | 0.00% | Reduce -70.7% | 3,148 | $797K |
| Aigen Investment Management, LP | 0.12% | Add +11.9% | 3,062 | $776K |
| Yorktown Management & Research Co Inc | 0.61% | No change | 3,000 | $760K |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.7% | 2,975 | $754K |
| Federated Hermes, Inc. | 0.00% | Reduce -18.8% | 2,936 | $744K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.3% | 2,901 | $735K |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 2,865 | $726K |
| Prelude Capital Management, LLC | 0.06% | Reduce -14.0% | 2,855 | $723K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.4% | 2,787 | $706K |
| Quadrant Capital Group LLC | 0.02% | Reduce -4.3% | 2,750 | $697K |
| Rathbones Group PLC | 0.00% | No change | 2,750 | $697K |
| Vestcor Inc | 0.02% | No change | 2,730 | $692K |
| Arax Advisory Partners | 0.01% | Add +7975.0% | 2,584 | $655K |
| Corient Private Wealth LP | 0.00% | Add +10.2% | 2,574 | $652K |
| Prospera Financial Services Inc | 0.01% | New | 2,523 | $639K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2,484 | $629K |
| Portside Wealth Group, LLC | 0.09% | Add +14.0% | 2,449 | $620K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 2,430 | $616K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.7% | 2,377 | $602K |
| Oak Thistle LLC | 0.09% | Add +12.8% | 2,366 | $599K |
| Focus Partners Wealth | 0.00% | Reduce -15.4% | 2,342 | $593K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -33.0% | 2,261 | $573K |
| Cache Advisors, LLC | 0.10% | No change | 2,250 | $570K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,200 | $557K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +132.6% | 2,124 | $538K |
| J2 Capital Management Inc | 0.40% | Add +24.8% | 2,095 | $531K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -73.9% | 2,081 | $527K |
| Knollwood Investment Advisory, LLC | 0.05% | No change | 2,013 | $510K |
| Intrust Bank NA | 0.04% | Reduce -25.1% | 1,998 | $506K |
| Sherbrooke Park Advisers LLC | 0.23% | Reduce -43.7% | 1,966 | $498K |
| Captrust Financial Advisors | 0.00% | Reduce -1.2% | 1,963 | $497K |
| Integrated Wealth Concepts LLC | 0.00% | Add +19.6% | 1,928 | $488K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.8% | 1,870 | $474K |
| Sheets Smith Wealth Management | 0.05% | Add +21.1% | 1,854 | $470K |
| Brooklyn Investment Group | 0.06% | Add +2.3% | 1,771 | $454K |
| Cetera Investment Advisers | 0.00% | Reduce -19.7% | 1,781 | $451K |
| Castleark Management LLC | 0.01% | Reduce -93.0% | 1,726 | $437K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,723 | $436K |
| Swiss Life Asset Management Ltd | 0.00% | Add +77.6% | 1,689 | $428K |
| Alps Advisors Inc. | 0.00% | New | 1,670 | $423K |
| ProShare Advisors LLC | 0.00% | Reduce -3.4% | 1,658 | $420K |
| Evergreen Capital Management LLC | 0.01% | Add +68.3% | 1,638 | $415K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +61.5% | 1,575 | $399K |
| QRG Capital Management, Inc. | 0.00% | Reduce -19.2% | 1,549 | $392K |
| Bank of Nova Scotia | 0.00% | New | 1,517 | $384K |
| Legacy Wealth Asset Management, LLC | 0.09% | Reduce -0.2% | 1,511 | $383K |
| Optimize Financial Inc. | 0.20% | New | 1,509 | $382K |
| HSBC Holdings PLC | 0.00% | Reduce -90.9% | 1,492 | $378K |
| &partners | 0.00% | Add +5.1% | 1,488 | $378K |
| Cynosure Group, LLC | 0.04% | No change | 1,469 | $372K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.8% | 1,451 | $368K |
| Banque Pictet & Cie SA | 0.00% | Reduce -0.6% | 1,446 | $366K |
| Lombard Odier Asset Management (USA) Corp | 0.10% | New | 1,422 | $360K |
| Allianz Asset Management GmbH | 0.00% | Reduce -43.3% | 1,400 | $355K |
| Twinbeech Capital LP | 0.01% | Reduce -97.0% | 1,393 | $353K |
| Vident Advisory, LLC | 0.00% | Reduce -1.6% | 1,392 | $353K |
| Great Lakes Advisors, LLC | 0.00% | New | 1,381 | $350K |
| MML Investors Services, LLC | 0.00% | Reduce -14.2% | 1,381 | $350K |
| denkapparat Operations GmbH | 0.22% | No change | 1,378 | $349K |
| Shelton Capital Management | 0.01% | No change | 1,378 | $349K |
| Mgo One Seven LLC | 0.01% | Reduce -5.0% | 1,359 | $344K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.4% | 1,313 | $333K |
| Malaga Cove Capital, LLC | 0.12% | New | 1,288 | $326K |
| Bridgewater Associates | 0.00% | Reduce -61.4% | 1,280 | $324K |
| Praxis Investment Management Inc. | 0.02% | No change | 1,280 | $324K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -2.0% | 1,232 | $312K |
| CIBC Asset Management Inc | 0.00% | No change | 1,208 | $306K |
| Inceptionr LLC | 0.07% | Reduce -67.5% | 1,203 | $305K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.3% | 1,201 | $304K |
| Wolverine Trading, LLC | 0.01% | New | 1,175 | $296K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.3% | 1,149 | $291K |
| Concorde Asset Management, LLC | 0.12% | — | 1,100 | $278K |
| AlphaQuest LLC | 0.02% | Add +30.4% | 1,093 | $277K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -29.9% | 1,088 | $276K |
| Daner Wealth Management, LLC | 0.18% | Add +22.8% | 1,083 | $270K |
| KBC Group NV | 0.00% | No change | 971 | $246K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -35.4% | 949 | $240K |
| WINTON GROUP Ltd | 0.01% | Reduce -79.0% | 940 | $238K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.5% | 906 | $230K |
| Glenview Trust Co | 0.00% | Add +5.0% | 904 | $229K |
| Profund Advisors LLC | 0.01% | Add +5.0% | 899 | $228K |
| Rockefeller Capital Management L.P. | 0.00% | New | 888 | $225K |
| Arcadia Investment Management Corp. | 0.03% | No change | 875 | $222K |
| Merit Financial Group, LLC | 0.00% | Reduce -47.5% | 867 | $220K |
| Forum Financial Management, LP | 0.00% | New | 864 | $219K |
| Dark Forest Capital Management LP | 0.01% | Reduce -91.4% | 860 | $218K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 853 | $216K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.0% | 839 | $212K |
| Covenant Partners, LLC | 0.06% | New | 838 | $212K |
| FSM Wealth Advisors, LLC | 0.03% | New | 834 | $211K |
| Scientech Research LLC | 0.07% | New | 829 | $210K |
| M&T Bank Corp | 0.00% | Reduce -37.4% | 806 | $204K |
| Fielder Capital Group LLC | 0.05% | Add +1.9% | 802 | $203K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -2.3% | 795 | $201K |
| GAMMA Investing LLC | 0.01% | Add +2.9% | 783 | $198K |
| Jones Financial Companies LLLP | 0.00% | Reduce -11.1% | 704 | $178K |
| RiverPark Advisors, LLC | 0.13% | Reduce -22.2% | 645 | $163K |
| Cornerstone Planning Group LLC | 0.02% | New | 904 | $133K |
| Quent Capital, LLC | 0.01% | New | 509 | $129K |
| Leonteq Securities AG | 0.01% | No change | 500 | $127K |
| FNY Investment Advisers, LLC | 0.04% | New | 500 | $126K |
| Meeder Asset Management Inc. | 0.01% | Reduce -84.7% | 493 | $125K |
| Bayforest Capital Ltd | 0.05% | Add +4.3% | 417 | $106K |
| UMB Bank, n.a. | 0.00% | Reduce -5.7% | 397 | $101K |
| CI Investments Inc. | 0.00% | Reduce -38.4% | 374 | $95K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -2.1% | 364 | $92K |
| Fifth Third Bancorp | 0.00% | Add +2.7% | 341 | $86K |
| Shell Asset Management Co. | 0.01% | Reduce -60.0% | 331 | $84K |
| Principal Securities, Inc. | 0.00% | Add +6.9% | 325 | $82K |
| AdvisorNet Financial, Inc | 0.00% | Add +15700.0% | 316 | $80K |
| Danske Bank A/S | 0.00% | Reduce -9.4% | 300 | $76K |
| State of Wyoming | 0.01% | Add +14.9% | 286 | $72K |
| Blue Trust, Inc. | 0.00% | Add +0.3% | 285 | $72K |
| Clearstead Advisors, LLC | 0.00% | Reduce -18.3% | 277 | $70K |
| True Wealth Design, LLC | 0.02% | Add +68.7% | 253 | $64K |
| Walleye Trading LLC | 0.00% | Add +51.8% | 252 | $64K |
| Park Place Capital Corp | 0.01% | Reduce -18.3% | 245 | $62K |
| Allworth Financial LP | 0.00% | Add +36.2% | 241 | $61K |
| Parallel Advisors, LLC | 0.00% | Add +7.3% | 234 | $59K |
| Hurley Capital, LLC | 0.03% | No change | 230 | $58K |
| Parkside Financial Bank & Trust | 0.00% | Add +18.1% | 189 | $48K |
| Covestor Ltd | 0.03% | Add +53.0% | 179 | $46K |
| Quarry LP | 0.01% | Reduce -8.8% | 165 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -40.8% | 161 | $41K |
| Signaturefd, LLC | 0.00% | Reduce -2.4% | 160 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -89.1% | 159 | $40K |
| Rothschild Investment LLC | 0.00% | New | 158 | $40K |
| Essential Partners LLC | 0.01% | Reduce -41.2% | 144 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -93.8% | 140 | $35K |
| NFSG Corp | 0.00% | Reduce -4.3% | 112 | $28K |
| Huntington National Bank | 0.00% | Reduce -6.7% | 111 | $28K |
| Wealthspire Advisors, LLC | 0.00% | New | 108 | $27K |
| Mather Group, Llc. | 0.00% | New | 100 | $25K |
| Banque Transatlantique SA | 0.00% | No change | 100 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Add +97.9% | 93 | $23K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 88 | $22K |
| J.Safra Asset Management Corp | 0.00% | Add +1.2% | 82 | $21K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 81 | $21K |
| Rise Advisors, LLC | 0.01% | No change | 79 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 78 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.4% | 72 | $18K |
| Sterling Capital Management LLC | 0.00% | No change | 57 | $14K |
| MCF Advisors LLC | 0.00% | No change | 53 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.0% | 52 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 50 | $13K |
| IFP Advisors, Inc | 0.00% | Reduce -92.8% | 48 | $12K |
| Golden State Wealth Management, LLC | 0.00% | New | 40 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -85.8% | 40 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +3.0% | 34 | $9K |
| MAI Capital Management | 0.00% | Reduce -42.9% | 32 | $8K |
| Assetmark, Inc. | 0.00% | Add +45.0% | 29 | $7K |
| Whittier Trust Co. | 0.00% | New | 27 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Add +28.6% | 27 | $7K |
| First Horizon Corp. | 0.00% | — | 24 | $6K |
| Global Retirement Partners, LLC | 0.00% | Reduce -41.7% | 21 | $5K |
| Key Financial Inc | 0.00% | No change | 20 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -87.6% | 18 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 18 | $5K |
| Smithfield Trust Co | 0.00% | No change | 17 | $4K |
| High Note Wealth, LLC | 0.00% | New | 15 | $4K |
| Montag A & Associates Inc. | 0.00% | New | 15 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 13 | $3K |
| Hemington Wealth Management | 0.00% | No change | 13 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 11 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 10 | $3K |
| TD Private Client Wealth LLC | 0.00% | Reduce -16.7% | 10 | $3K |
| Private Trust Co. NA | 0.00% | Add +12.5% | 9 | $2K |
| Spire Wealth Management | 0.00% | Reduce -97.5% | 9 | $2K |
| Rossby Financial, LCC | 0.00% | New | 9 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 6 | $2K |
| Kilter Group LLC | 0.00% | No change | 6 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 6 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +66.7% | 5 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | New | 5 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 5 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 4 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -33.3% | 4 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +100.0% | 4 | $1K |
| Advisory Services Network, LLC | 0.00% | New | 4 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 4 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 5 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 3 | $760 |
| Binnacle Investments Inc | 0.00% | No change | 3 | $760 |
| Sachetta, LLC | 0.00% | No change | 3 | $760 |
| Creative Financial Designs Inc. | 0.00% | No change | 3 | $760 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 3 | $760 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $760 |
| SouthState Bank Corp | 0.00% | Reduce -62.5% | 3 | $760 |
| CIBC Private Wealth Group LLC | 0.00% | Add +50.0% | 3 | $760 |
| Bell Investment Advisors, Inc | 0.00% | No change | 2 | $507 |
| Fortitude Family Office, LLC | 0.00% | Reduce -50.0% | 2 | $507 |
| Bogart Wealth, LLC | 0.00% | New | 2 | $507 |
| Larson Financial Group LLC | 0.00% | Add +100.0% | 2 | $507 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $254 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -66.7% | 1 | $253 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $253 |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1 | $0 |
| Avion Wealth | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is PEN's weight in each manager's 13F, not the share of Penumbra Inc. the manager owns.