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, Q2 2021
Institutional positions in Penumbra Inc as of Jun 30, 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
- 287
- +16 vs. Q1 2021
- Shares held
- 29.8M
- −955.0K (−3.1%) vs. Q1 2021
- Total value
- $8.17B
- −$155.6M (−1.9%) vs. Q1 2021
- New holders
- 47
- 96 more added
- Sold out
- 31
- 97 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 451 | $10.8B |
| Q1 2026 | 485 | $11.1B |
| Q4 2025 | 440 | $11.4B |
| Q3 2025 | 421 | $9.19B |
| Q2 2025 | 451 | $9.18B |
| Q1 2025 | 421 | $9.39B |
| Q4 2024 | 372 | $8.30B |
| Q3 2024 | 334 | $6.85B |
| Q2 2024 | 342 | $6.40B |
| Q1 2024 | 342 | $7.52B |
| Q4 2023 | 339 | $8.66B |
| Q3 2023 | 317 | $8.01B |
| Q2 2023 | 364 | $11.8B |
| Q1 2023 | 312 | $9.74B |
| Q4 2022 | 290 | $7.67B |
| Q3 2022 | 261 | $6.06B |
| Q2 2022 | 255 | $3.91B |
| Q1 2022 | 280 | $6.71B |
| Q4 2021 | 279 | $8.72B |
| Q3 2021 | 280 | $7.94B |
| Q2 2021 | 287 | $8.17B |
| Q1 2021 | 273 | $8.40B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | −3,758−99.9% | Reduced |
| Berman Capital Advisors, LLC | 9 | $1.00K | 0.00% | −33−78.6% | Reduced |
| Clearstead Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| TCI Wealth Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10 | $2.00K | 0.00% | +10 | New |
| Lee Financial Co | 7 | $2.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $2.19K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $3.02K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Benjamin F. Edwards & Company, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $5.00K | 0.00% | +15+500.0% | Added |
| Parallel Advisors, LLC | 26 | $7.00K | 0.00% | +6+30.0% | Added |
| Lindbrook Capital, LLC | 27 | $7.00K | 0.00% | +10+58.8% | Added |
| Signaturefd, LLC | 29 | $8.00K | 0.00% | +2+7.4% | Added |
| Fieldpoint Private Securities, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 62 | $17.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 69 | $19.0K | 0.00% | +11+19.0% | Added |
| O'Shaughnessy Asset Management, LLC | 81 | $22.0K | 0.00% | +77+1,925.0% | Added |
| Fifth Third Bancorp | 87 | $24.0K | 0.00% | +13+17.6% | Added |
| Quadrant Capital Group LLC | 96 | $26.0K | 0.00% | +3+3.2% | Added |
| Endurance Wealth Management, Inc. | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 129 | $35.0K | 0.00% | −199−60.7% | Reduced |
| IndexIQ Advisors LLC | 134 | $37.0K | 0.00% | +26+24.1% | Added |
| Steward Partners Investment Advisory, LLC | 145 | $40.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 150 | $41.0K | 0.01% | −133−47.0% | Reduced |
| Central Trust Co | 150 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 167 | $46.0K | 0.00% | +107+178.3% | Added |
| Quantbot Technologies LP | 169 | $46.0K | 0.00% | +169 | New |
| Vestcor Inc | 185 | $51.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 185 | $51.0K | 0.00% | +103+125.6% | Added |
| Simplex Trading, LLC | 199 | $54.0K | 0.00% | +133+201.5% | Added |
| South State Corp. | 200 | $55.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 251 | $68.0K | 0.01% | −700−73.6% | Reduced |
| Acadian Asset Management LLC | 284 | $78.0K | 0.00% | +284 | New |
| NuWave Investment Management, LLC | 337 | $92.0K | 0.10% | −41−10.8% | Reduced |
| Panagora Asset Management Inc | 420 | $115.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 423 | $116.0K | 0.06% | −166−28.2% | Reduced |
| Horan Securities, Inc. | 437 | $120.0K | 0.09% | −118−21.3% | Reduced |
| NEXT Financial Group, Inc | 438 | $120.0K | 0.01% | +9+2.1% | Added |
| Gemmer Asset Management LLC | 462 | $127.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 468 | $128.0K | 0.01% | −143−23.4% | Reduced |
| HM Payson & Co | 500 | $137.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 509 | $139.0K | 0.00% | −3,457−87.2% | Reduced |
| Leonteq Securities AG | 550 | $150.7K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 563 | $154.3K | 0.01% | +16+2.9% | Added |
| Smithfield Trust Co | 636 | $174.0K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 750 | $206.0K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 752 | $206.0K | 0.00% | +752 | New |
| Agf Investments Inc. | 776 | $213.0K | 0.00% | +776 | New |
| 6 Meridian | 797 | $218.0K | 0.02% | −29−3.5% | Reduced |
| Marshall Wace, LLP | 810 | $222.0K | 0.00% | −78,387−99.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 850 | $223.0K | 0.13% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 820 | $225.0K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 850 | $233.0K | 0.01% | +100+13.3% | Added |
| Mainstay Capital Management LLC | 903 | $248.0K | 0.06% | −5−0.6% | Reduced |
| M&T Bank Corp | 909 | $249.0K | 0.00% | +13+1.5% | Added |
| Group One Trading, L.P. | 943 | $258.0K | 0.00% | −5,278−84.8% | Reduced |
| IBM Retirement Fund | 960 | $263.0K | 0.02% | −173−15.3% | Reduced |
| Fox Run Management, L.L.C. | 974 | $267.0K | 0.24% | +974 | New |
| BSW Wealth Partners | 1,009 | $277.0K | 0.08% | +1,009 | New |
| Point72 Hong Kong Ltd | 1,015 | $278.0K | 0.02% | +1,015 | New |
| Jackson Square Capital, LLC | 1,016 | $278.0K | 0.09% | +1,016 | New |
| Magnetar Financial LLC | 1,027 | $281.0K | 0.00% | +1,027 | New |
| Gyon Technologies Capital Management, LP | 1,030 | $282.0K | 0.09% | +1,030 | New |
| Pathstone Family Office, LLC | 1,072 | $294.0K | 0.01% | +63+6.2% | Added |
| The PNC Financial Services Group, Inc. | 1,079 | $296.0K | 0.00% | +26+2.5% | Added |
| Cigna Investments Inc | 1,091 | $299.0K | 0.02% | −120−9.9% | Reduced |
| Gs Investments, Inc. | 1,110 | $304.0K | 0.41% | +1,110 | New |
| Tobam | 1,113 | $305.0K | 0.01% | +314+39.3% | Added |
| Silvant Capital Management LLC | 1,140 | $312.0K | 0.05% | −351−23.5% | Reduced |
| JustInvest LLC | 1,184 | $324.0K | 0.03% | +1,184 | New |
| World Asset Management Inc | 1,191 | $326.0K | 0.03% | −38−3.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,200 | $329.0K | 0.04% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 1,282 | $351.0K | 0.11% | +102+8.6% | Added |
| Vident Investment Advisory, LLC | 1,295 | $355.0K | 0.01% | +115+9.7% | Added |
| Vivid Financial Management, Inc. | 1,308 | $358.0K | 0.15% | −41−3.0% | Reduced |
| Russell Investments Group, Ltd. | 1,313 | $359.0K | 0.00% | −9,364−87.7% | Reduced |
| Voloridge Investment Management, LLC | 1,332 | $365.0K | 0.00% | −46,968−97.2% | Reduced |
| Capula Management Ltd | 1,332 | $365.0K | 0.07% | +1,332 | New |
| CIBC Asset Management Inc | 1,344 | $368.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,404 | $385.0K | 0.04% | +1,404 | New |
| Tudor Investment Corp Et Al | 1,431 | $392.0K | 0.01% | +1,431 | New |
| Verition Fund Management LLC | 1,496 | $410.0K | 0.01% | +1,496 | New |
| Yorktown Management & Research Co Inc | 1,500 | $411.0K | 0.32% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,651 | $452.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,660 | $455.0K | 0.05% | −722−30.3% | Reduced |
| Concorde Asset Management, LLC | 1,659 | $455.0K | 0.26% | +163+10.9% | Added |
| Wolverine Trading, LLC | 1,651 | $457.0K | 0.01% | +1,651 | New |
| Canada Pension Plan Investment Board | 1,701 | $466.0K | 0.00% | −1,919−53.0% | Reduced |
| 1623 Capital LLC | 1,751 | $480.0K | 0.20% | +393+28.9% | Added |
| Los Angeles Capital Management LLC | 1,818 | $498.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 1,871 | $513.0K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,899 | $520.0K | 0.04% | +1,899 | New |
| Bank of Nova Scotia | 1,910 | $523.0K | 0.00% | +1,910 | New |