PEN — Penumbra Inc Com Institutional Holders · Q3 2026
Who owns Penumbra Inc Com (PEN)? 12 institutions reported holding $2.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($1.6M), GAMMA Investing LLC ($834,687), CoreCap Advisors, LLC ($44,568).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $1.6M | 4,900 | Trimmed |
| 2 | GAMMA Investing LLC | $834,687 | 2,622 | Added |
| 3 | CoreCap Advisors, LLC | $44,568 | 140 | Added |
| 4 | Farther Finance Advisors, LLC | $44,568 | 140 | Trimmed |
| 5 | MassMutual Private Wealth & Trust, FSB | $36,927 | 116 | Added |
| 6 | Versant Capital Management, Inc | $6,048 | 19 | Added |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $5,094 | 16 | Hold |
| 8 | CX Institutional | $2,000 | 5 | Hold |
| 9 | Retirement Wealth Solutions LLC | $1,592 | 5 | Hold |
| 10 | Marquette Asset Management, LLC | $1,274 | 4 | Hold |
| 11 | Planning Strategies Inc. | $318 | 1 | Hold |
| 12 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30