Penumbra Inc (PEN) — Institutional Holders, Q2 2026 (page 5)
453 institutional investment managers reported a PEN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 453. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PEN 13F holders ranked 401–453 of 453
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Pinnacle Wealth Planning Services#401 · 15 sh | 15 | $4.7K | — | -51.6% |
| 402 | Transamerica Financial Advisors#402 · 14 sh | 14 | $4.4K | <0.01% | +75.0% |
| 403 | Hughes Financial Services#403 · 13 sh | 13 | $4.1K | <0.01% | +160.0% |
| 404 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#404 · 12 sh | 12 | $3.8K | <0.01% | -25.0% |
| 405 | CoreCap Advisors#405 · 12 sh | 12 | $3.8K | — | New |
| 406 | Clearstead#406 · 11 sh | 11 | $3.5K | <0.01% | +120.0% |
| 407 | Aventura Private Wealth#407 · 11 sh | 11 | $3.5K | <0.01% | 0.0% |
| 408 | Ancora Advisors#408 · 10 sh | 10 | $3.2K | <0.01% | 0.0% |
| 409 | WHITTIER OF NEVADA#409 · 9 sh | 9 | $2.9K | <0.01% | 0.0% |
| 410 | Bare Financial Services#410 · 9 sh | 9 | $2.8K | <0.01% | -10.0% |
| 411 | Essential Partners#411 · 9 sh | 9 | $2.8K | — | -90.8% |
| 412 | RAFFA WEALTH MANAGEMENT#412 · 8 sh | 8 | $2.5K | <0.01% | 0.0% |
| 413 | ACTION POINT FINANCIAL PLANNING#413 · 8 sh | 8 | $2.5K | <0.01% | New |
| 414 | Roble, Belko & Company#414 · 5 sh | 5 | $2.0K | <0.01% | 0.0% |
| 415 | CX Institutional#415 · 5 sh | 5 | $2.0K | — | 0.0% |
| 416 | Johnson Financial Group#416 · 6 sh | 6 | $1.9K | <0.01% | 0.0% |
| 417 | Larson Financial Group#417 · 6 sh | 6 | $1.9K | 0.00% | -25.0% |
| 418 | Cromwell#418 · 6 sh | 6 | $1.9K | <0.01% | +100.0% |
| 419 | JPL Wealth Management#419 · 6 sh | 6 | $1.9K | <0.01% | 0.0% |
| 420 | Kilter Group#420 · 6 sh | 6 | $1.9K | <0.01% | 0.0% |
| 421 | Cornerstone Financial Management#421 · 6 sh | 6 | $1.9K | <0.01% | 0.0% |
| 422 | CREATIVE FINANCIAL DESIGNS#422 · 6 sh | 6 | $1.9K | <0.01% | 0.0% |
| 423 | Dunhill Financial#423 · 5 sh | 5 | $1.8K | <0.01% | 0.0% |
| 424 | Retirement Wealth Solutions#424 · 5 sh | 5 | $1.6K | — | -16.7% |
| 425 | BELLEVUE ASSET MANAGEMENT#425 · 5 sh | 5 | $1.6K | <0.01% | New |
| 426 | Marquette Asset Management#426 · 4 sh | 4 | $1.3K | — | 0.0% |
| 427 | Caitong International Asset Management , Ltd#427 · 4 sh | 4 | $1.3K | <0.01% | -96.2% |
| 428 | Private Wealth Management Group#428 · 4 sh | 4 | $1.3K | — | 0.0% |
| 429 | FIRST HORIZON NATIONAL#429 · 4 sh | 4 | $1.3K | — | -86.7% |
| 430 | Capital Advisors, Ltd.#430 · 4 sh | 4 | $1.0K | — | 0.0% |
| 431 | Cornerstone Planning Group#431 · 3 sh | 3 | $950.00 | — | -96.6% |
| 432 | SouthState Bank#432 · 3 sh | 3 | $948.00 | 0.00% | 0.0% |
| 433 | Financial Management Professionals#433 · 3 sh | 3 | $947.00 | — | 0.0% |
| 434 | SHP Wealth Management#434 · 2 sh | 2 | $632.00 | 0.00% | -75.0% |
| 435 | Spire Wealth Management#435 · 2 sh | 2 | $632.00 | 0.00% | New |
| 436 | Activest Wealth Management#436 · 2 sh | 2 | $632.00 | — | New |
| 437 | Ares Financial Consulting#437 · 2 sh | 2 | $632.00 | — | New |
| 438 | Silver Grove Financial Group#438 · 2 sh | 2 | $632.00 | <0.01% | New |
| 439 | James T. Borello RIA#439 · 2 sh | 2 | $632.00 | — | -80.0% |
| 440 | HARBOUR INVESTMENTS#440 · 2 sh | 2 | $632.00 | 0.00% | 0.0% |
| 441 | HighMark Wealth Management#441 · 2 sh | 2 | $473.00 | <0.01% | 0.0% |
| 442 | PRIVATE NA#442 · 1 sh | 1 | $316.00 | — | -85.7% |
| 443 | Manchester Capital Management#443 · 1 sh | 1 | $316.00 | — | 0.0% |
| 444 | USA FINANCIAL FORMULAS#444 · 1 sh | 1 | $316.00 | <0.01% | — |
| 445 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#445 · 1 sh | 1 | $316.00 | 0.00% | 0.0% |
| 446 | Freestone Grove Partners#446 · 1 sh | 1 | $316.00 | 0.00% | New |
| 447 | Sachetta#447 · 1 sh | 1 | $316.00 | <0.01% | New |
| 448 | Principia Wealth Advisory#448 · 1 sh | 1 | $316.00 | <0.01% | 0.0% |
| 449 | Wealth Enhancement Services#449 · 1 sh | 1 | $316.00 | — | New |
| 450 | Downshift Financial#450 · 1 sh | 1 | $316.00 | — | New |
| 451 | Planning Strategies#451 · 1 sh | 1 | $316.00 | — | — |
| 452 | Avion Wealth#452 · 2 sh | 2 | $0.00 | 0.00% | -50.0% |
| 453 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#453 · 43,286 sh | 43,286 | — | — | +0.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.