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Penumbra Inc

PEN
Exchange
NYSE
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0001321732

No open-market purchases or sales by Penumbra Inc insiders were filed in the last 90 days; 451 institutions reported holding it in 13F filings for Q2 2026, worth $10.8B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Penumbra Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
273
No complete 13F data for Q4 2020
Shares held
31.1M
No complete 13F data for Q4 2020
Total value
$8.40B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 273 institutions
Q1 2021: 273 institutionsQ2 2021: 287 institutionsQ3 2021: 280 institutionsQ4 2021: 279 institutionsQ1 2022: 280 institutionsQ2 2022: 255 institutionsQ3 2022: 261 institutionsQ4 2022: 290 institutionsQ1 2023: 312 institutionsQ2 2023: 364 institutionsQ3 2023: 317 institutionsQ4 2023: 339 institutionsQ1 2024: 342 institutionsQ2 2024: 342 institutionsQ3 2024: 334 institutionsQ4 2024: 372 institutionsQ1 2025: 421 institutionsQ2 2025: 451 institutionsQ3 2025: 421 institutionsQ4 2025: 440 institutionsQ1 2026: 485 institutionsQ2 2026: 451 institutions
Value heldQ1 2021: $8.40B
Q1 2021: $8.40BQ2 2021: $8.17BQ3 2021: $7.94BQ4 2021: $8.72BQ1 2022: $6.71BQ2 2022: $3.91BQ3 2022: $6.06BQ4 2022: $7.67BQ1 2023: $9.74BQ2 2023: $11.8BQ3 2023: $8.01BQ4 2023: $8.66BQ1 2024: $7.52BQ2 2024: $6.40BQ3 2024: $6.85BQ4 2024: $8.30BQ1 2025: $9.39BQ2 2025: $9.18BQ3 2025: $9.19BQ4 2025: $11.4BQ1 2026: $11.1BQ2 2026: $10.8B
Institutions holding PEN and their total value by quarter
QuarterHoldersValue
Q2 2026451$10.8B
Q1 2026485$11.1B
Q4 2025440$11.4B
Q3 2025421$9.19B
Q2 2025451$9.18B
Q1 2025421$9.39B
Q4 2024372$8.30B
Q3 2024334$6.85B
Q2 2024342$6.40B
Q1 2024342$7.52B
Q4 2023339$8.66B
Q3 2023317$8.01B
Q2 2023364$11.8B
Q1 2023312$9.74B
Q4 2022290$7.67B
Q3 2022261$6.06B
Q2 2022255$3.91B
Q1 2022280$6.71B
Q4 2021279$8.72B
Q3 2021280$7.94B
Q2 2021287$8.17B
Q1 2021273$8.40B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Penumbra Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PEN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc3$1.00K0.00%––
Clearstead Advisors, LLC4$1.00K0.00%––
Enterprise Financial Services Corp3$1.00K0.00%––
O'Shaughnessy Asset Management, LLC4$1.00K0.00%––
Parkside Financial Bank & Trust3$1.00K0.00%––
Roble, Belko & Company, Inc5$1.00K0.00%––
Concord Wealth Partners3$1.00K0.00%––
TCI Wealth Advisors, Inc.8$2.00K0.00%––
GPS Wealth Strategies Group, LLC8$2.00K0.00%––
Alpha DNA Investment Management LLC11$2.00K0.00%––
Raffa Wealth Management, LLC8$2.17K0.00%––
TD Private Client Wealth LLC11$2.98K0.00%––
Bellevue Asset Management, LLC11$3.00K0.00%––
Assetmark, Inc18$5.00K0.00%––
Benjamin F. Edwards & Company, Inc.20$5.00K0.00%––
Parallel Advisors, LLC20$5.00K0.00%––
Lindbrook Capital, LLC17$5.00K0.00%––
Newbridge Financial Services Group, Inc.20$5.00K0.00%––
Signaturefd, LLC27$7.00K0.00%––
Charter Oak Capital Management, LLC27$7.00K0.00%––
Kistler-Tiffany Companies, LLC29$8.00K0.00%––
Berman Capital Advisors, LLC42$10.0K0.00%––
Fieldpoint Private Securities, LLC50$14.0K0.00%––
Harvest Fund Management Co., Ltd60$16.0K0.00%––
Standard Family Office LLC58$16.0K0.00%––
Harding Loevner LP62$17.0K0.00%––
Simplex Trading, LLC66$17.0K0.00%––
Fifth Third Bancorp74$20.0K0.00%––
Captrust Financial Advisors82$22.0K0.00%––
Quadrant Capital Group LLC93$25.0K0.00%––
Endurance Wealth Management, Inc.100$27.0K0.00%––
Cubist Systematic Strategies, LLC101$27.0K0.00%––
IndexIQ Advisors LLC108$29.0K0.00%––
Steward Partners Investment Advisory, LLC145$39.2K0.00%––
Central Trust Co150$41.0K0.00%––
International Assets Investment Management, LLC240$45.0K0.00%––
Vestcor Inc185$50.0K0.00%––
South State Corp.200$54.0K0.01%––
Botty Investors LLC200$54.0K0.02%––
Private Capital Group, LLC283$77.0K0.02%––
FourThought Financial, LLC328$88.0K0.01%––
NuWave Investment Management, LLC378$102.0K0.13%––
Panagora Asset Management Inc420$114.0K0.00%––
NEXT Financial Group, Inc429$116.0K0.01%––
Gemmer Asset Management LLC462$125.0K0.02%––
HM Payson & Co500$135.0K0.00%––
NN Investment Partners Holdings N.V.500$135.0K0.00%––
American Portfolios Advisors547$148.0K0.01%––
Leonteq Securities AG550$148.8K0.01%––
Horan Securities, Inc.555$150.0K0.13%––
First Bank & Trust589$159.0K0.08%––
First Horizon Corp611$165.0K0.02%––
Smithfield Trust Co636$172.0K0.01%––
Thoroughbred Financial Services, LLC750$202.0K0.06%––
QS Investors, LLC745$202.0K0.00%––
Financial Counselors Inc750$203.0K0.00%––
Tobam799$216.0K0.01%––
Nisa Investment Advisors, LLC820$222.0K0.00%––
6 Meridian826$223.0K0.02%––
Wescott Financial Advisory Group, LLC850$230.0K0.15%––
M&T Bank Corp896$241.0K0.00%––
Bridgefront Capital, LLC896$242.0K0.08%––
Mainstay Capital Management LLC908$246.0K0.08%––
Cutler Group LP951$257.0K0.02%––
Weiss Multi-Strategy Advisers LLC999$270.0K0.01%––
Pathstone Family Office, LLC1,009$273.0K0.01%––
Quadrature Capital Ltd1,041$281.0K0.01%––
The PNC Financial Services Group, Inc.1,053$285.0K0.00%––
Macquarie Group Ltd1,065$288.0K0.00%––
HSBC Holdings PLC1,096$296.0K0.00%––
IBM Retirement Fund1,133$307.0K0.02%––
Vident Investment Advisory, LLC1,180$319.0K0.01%––
Spouting Rock Asset Management, LLC1,180$319.0K0.10%––
Laurel Wealth Advisors, Inc.1,200$325.0K0.05%––
Cigna Investments Inc1,211$328.0K0.02%––
Gsa Capital Partners LLP1,254$339.0K0.06%––
CIBC Asset Management Inc1,344$364.0K0.00%––
Vivid Financial Management, Inc.1,349$365.0K0.17%––
1623 Capital LLC1,358$367.0K0.17%––
Range Financial Group LLC1,360$368.0K0.33%––
World Asset Management Inc1,229$376.0K0.03%––
Bayesian Capital Management, LP1,441$390.0K0.09%––
Silvant Capital Management LLC1,491$403.0K0.07%––
Concorde Asset Management, LLC1,496$405.0K0.23%––
Yorktown Management & Research Co Inc1,500$406.0K0.34%––
Mission Wealth Management, LP1,651$447.0K0.03%––
Los Angeles Capital Management LLC1,818$492.0K0.00%––
Y-Intercept (Hong Kong) Ltd1,933$501.0K0.13%––
Shelton Capital Management1,871$506.0K0.02%––
Schonfeld Strategic Advisors LLC1,971$533.0K0.01%––
LS Investment Advisors, LLC2,000$541.0K0.03%––
Capital Bank & Trust Co2,000$541.0K0.01%––
Marcum Wealth, LLC2,000$541.0K0.09%––
Diversified Trust Co2,028$549.0K0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital2,124$575.0K0.01%––
Profund Advisors LLC2,267$613.0K0.02%––
Echo Street Capital Management LLC2,279$617.0K0.01%––
Marshall Wace North America L.P.2,377$644.0K0.00%––
Dynamic Technology Lab Private Ltd2,382$645.0K0.07%––
AlphaCrest Capital Management LLC2,462$666.0K0.04%––