# PENUMBRA INC (PEN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PEN/

- Reporting holders: 10
- Reported value: $2.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $1.6M | 4,900 | 0.0% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $834.7K | 2,622 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $44.6K | 140 | 0.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $44.6K | 140 | 0.0% | 13 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $36.9K | 116 | 0.0% | 20 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $6.0K | 19 | 0.0% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $5.1K | 16 | 0.0% | 4 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $1.6K | 5 | 0.0% | 5 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $1.3K | 4 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $318 | 1 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2 | 5 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $2.5M |
| Q2 2026 | 455 | $12.4B |
| Q1 2026 | 484 | $11.3B |
| Q4 2025 | 441 | $11.5B |
| Q3 2025 | 426 | $9.5B |
| Q2 2025 | 453 | $9.3B |
| Q1 2025 | 429 | $9.5B |
| Q4 2024 | 376 | $8.4B |
| Q3 2024 | 338 | $7.1B |
| Q2 2024 | 348 | $6.6B |
| Q1 2024 | 346 | $8.0B |
| Q4 2023 | 346 | $9.2B |