12 institutions reported holding $4.4M of PENUMBRA INC (PEN) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($3.8M), GAMMA Investing LLC ($420,263), HARBOR INVESTMENT ADVISORY, LLC ($56,519), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. ($28,101), MassMutual Private Wealth & Trust, FSB ($24,629). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $3.8M | 12,191 | Trimmed |
| 2 | GAMMA Investing LLC | $420,263 | 1,331 | Added |
| 3 | HARBOR INVESTMENT ADVISORY, LLC | $56,519 | 179 | New |
| 4 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $28,101 | 89 | Hold |
| 5 | MassMutual Private Wealth & Trust, FSB | $24,629 | 78 | Trimmed |
| 6 | Versant Capital Management, Inc | $5,684 | 18 | Trimmed |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $5,052 | 16 | Hold |
| 8 | CoreCap Advisors, LLC | $3,789 | 12 | New |
| 9 | CX Institutional | $2,000 | 5 | Hold |
| 10 | Retirement Wealth Solutions LLC | $1,579 | 5 | Trimmed |
| 11 | MOODY NATIONAL BANK TRUST DIVISION | $0 | 0 | Exited |
| 12 | Balefire, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30