Skip to content

PEN PENUMBRA INC

Follow

Stock (common), issuer CIK 1321732

468 managers (485 13F filers) reported a position in PEN shares at 2026-03-31, 33,846,337 shares in all. 121 filers opened a position and 81 filers sold out during the quarter.

Managers
468
13F filers
485
New
121
Added
152
Reduced
139
Sold out
81
Shares held by filers
33,846,337

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SMA Capital LLC65$21.3K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50$16.4K<0.01%013F-HRTimelineGroup
SITTNER & NELSON, LLC42$13.8K0.01%013F-HRTimeline
DANSKE BANK A/S40$13.1K<0.01%-26013F-HRTimeline
Golden State Wealth Management, LLC40$13.1K<0.01%-413F-HRTimeline
Clearstead Advisors, LLC37$12.2K<0.01%-22113F-HRTimeline
Basecamp Wealth Advisors LLC37$12.2K<0.01%-213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$11.5K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC33$10.9K<0.01%+2213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC33$10.8K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.31$10.2K<0.01%+1613F-HRTimeline
SBI Securities Co., Ltd.31$10.2K<0.01%-1813F-HRTimeline
FIRST HORIZON CORP30$9.85K<0.01%+613F-HRTimeline
CENTRAL TRUST Co27$8.87K<0.01%+2513F-HRTimeline
Versant Capital Management, Inc24$7.88K<0.01%+613F-HRTimeline
Destiny Wealth Partners, LLC24$7.88K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC23$7.55K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.21$6.9K<0.01%013F-HRTimeline
Key Financial Inc20$6.57K<0.01%013F-HRTimeline
CVA Family Office, LLC20$6.57K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC19$6.24K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC19$6.24K<0.01%-513F-HRTimelineGroup
Smithfield Trust Co17$6K<0.01%013F-HRTimeline
IFP Advisors, Inc18$5.91K<0.01%+113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…16$5.25K<0.01%+1213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC16$5.25K<0.01%013F-HRTimeline
High Note Wealth, LLC12$3.94K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC11$3.61K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10$3.28K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc10$3.28K<0.01%+613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9$2.97K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8$2.63K<0.01%013F-HRTimeline
Larson Financial Group LLC8$2.63K<0.01%-7613F-HRTimeline
SHP Wealth Management8$2.63K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8$2.63K<0.01%-413F-HRTimelineGroup
PRIVATE TRUST CO NA7$2.3K<0.01%013F-HRTimeline
Advisory Services Network, LLC7$2.3K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc5$2K<0.01%013F-HRTimeline
CX Institutional5$2K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6$1.97K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC6$1.97K<0.01%new13F-HR/ATimeline
Retirement Wealth Solutions LLC6$1.97K<0.01%+113F-HRTimeline
Kilter Group LLC6$1.97K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$1.97K<0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6$1.97K<0.01%+313F-HRTimeline
Cornerstone Financial Management LLC6$1.97K<0.01%013F-HR/ATimeline
Dunhill Financial, LLC5$1.85K<0.01%+413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5$1.64K<0.01%-513F-HRTimeline
Clearstead Trust, LLC5$1.64K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC5$1.64K<0.01%013F-HRTimeline
Hughes Financial Services, LLC5$1.64K<0.01%+113F-HRTimeline
Marquette Asset Management, LLC4$1.31K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC4$1.31K<0.01%013F-HRTimeline
Horizon Investments, LLC4$1.31K<0.01%-14,63613F-HRTimeline
Capital Advisors, Ltd. LLC4$1K<0.01%013F-HRTimeline
Avion Wealth4$1K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3$986<0.01%-1013F-HRTimelineGroup
Financial Management Professionals, Inc.3$985<0.01%013F-HRTimeline
Cromwell Holdings LLC3$985<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC3$985<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.2$657<0.01%+113F-HRTimeline
HighMark Wealth Management LLC2$492<0.01%013F-HRTimeline
Manchester Capital Management LLC1$329<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1$329<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$329<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS1$328<0.01%new13F-HRTimeline
Operose Advisors LLC1$328<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC1$328<0.01%013F-HRTimeline