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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 1,404 | $385.0K | 0.04% | +1,404 | New |
| CIBC Asset Management Inc | 1,344 | $368.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Russell Investments Group, Ltd. | 1,313 | $359.0K | 0.00% | −9,364−87.7% | Reduced |
| Vivid Financial Management, Inc. | 1,308 | $358.0K | 0.15% | −41−3.0% | Reduced |
| Vident Investment Advisory, LLC | 1,295 | $355.0K | 0.01% | +115+9.7% | Added |
| Spouting Rock Asset Management, LLC | 1,282 | $351.0K | 0.11% | +102+8.6% | Added |
| Laurel Wealth Advisors, Inc. | 1,200 | $329.0K | 0.04% | 00.0% | Unchanged |
| World Asset Management Inc | 1,191 | $326.0K | 0.03% | −38−3.1% | Reduced |
| JustInvest LLC | 1,184 | $324.0K | 0.03% | +1,184 | New |
| Silvant Capital Management LLC | 1,140 | $312.0K | 0.05% | −351−23.5% | Reduced |
| Tobam | 1,113 | $305.0K | 0.01% | +314+39.3% | Added |
| Gs Investments, Inc. | 1,110 | $304.0K | 0.41% | +1,110 | New |
| Cigna Investments Inc | 1,091 | $299.0K | 0.02% | −120−9.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,079 | $296.0K | 0.00% | +26+2.5% | Added |
| Pathstone Family Office, LLC | 1,072 | $294.0K | 0.01% | +63+6.2% | Added |
| Gyon Technologies Capital Management, LP | 1,030 | $282.0K | 0.09% | +1,030 | New |
| Magnetar Financial LLC | 1,027 | $281.0K | 0.00% | +1,027 | 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 |
| BSW Wealth Partners | 1,009 | $277.0K | 0.08% | +1,009 | New |
| Fox Run Management, L.L.C. | 974 | $267.0K | 0.24% | +974 | New |
| IBM Retirement Fund | 960 | $263.0K | 0.02% | −173−15.3% | Reduced |
| Group One Trading, L.P. | 943 | $258.0K | 0.00% | −5,278−84.8% | Reduced |
| M&T Bank Corp | 909 | $249.0K | 0.00% | +13+1.5% | Added |
| Mainstay Capital Management LLC | 903 | $248.0K | 0.06% | −5−0.6% | Reduced |
| Financial Counselors Inc | 850 | $233.0K | 0.01% | +100+13.3% | Added |
| Nisa Investment Advisors, LLC | 820 | $225.0K | 0.00% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 850 | $223.0K | 0.13% | 00.0% | Unchanged |
| Marshall Wace, LLP | 810 | $222.0K | 0.00% | −78,387−99.0% | Reduced |
| 6 Meridian | 797 | $218.0K | 0.02% | −29−3.5% | Reduced |
| Agf Investments Inc. | 776 | $213.0K | 0.00% | +776 | New |
| Thoroughbred Financial Services, LLC | 750 | $206.0K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 752 | $206.0K | 0.00% | +752 | New |
| Smithfield Trust Co | 636 | $174.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 563 | $154.3K | 0.01% | +16+2.9% | Added |
| Leonteq Securities AG | 550 | $150.7K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 509 | $139.0K | 0.00% | −3,457−87.2% | Reduced |
| HM Payson & Co | 500 | $137.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 468 | $128.0K | 0.01% | −143−23.4% | Reduced |
| Gemmer Asset Management LLC | 462 | $127.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| First Bank & Trust | 423 | $116.0K | 0.06% | −166−28.2% | Reduced |
| Panagora Asset Management Inc | 420 | $115.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 337 | $92.0K | 0.10% | −41−10.8% | Reduced |
| Acadian Asset Management LLC | 284 | $78.0K | 0.00% | +284 | New |
| Cutler Group LP | 251 | $68.0K | 0.01% | −700−73.6% | Reduced |
| South State Corp. | 200 | $55.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 199 | $54.0K | 0.00% | +133+201.5% | Added |
| Vestcor Inc | 185 | $51.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 185 | $51.0K | 0.00% | +103+125.6% | Added |
| Harvest Fund Management Co., Ltd | 167 | $46.0K | 0.00% | +107+178.3% | Added |
| Quantbot Technologies LP | 169 | $46.0K | 0.00% | +169 | New |
| Private Capital Group, LLC | 150 | $41.0K | 0.01% | −133−47.0% | Reduced |
| Central Trust Co | 150 | $41.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 145 | $40.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 134 | $37.0K | 0.00% | +26+24.1% | Added |
| FourThought Financial, LLC | 129 | $35.0K | 0.00% | −199−60.7% | Reduced |
| Endurance Wealth Management, Inc. | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 96 | $26.0K | 0.00% | +3+3.2% | Added |
| Fifth Third Bancorp | 87 | $24.0K | 0.00% | +13+17.6% | Added |
| O'Shaughnessy Asset Management, LLC | 81 | $22.0K | 0.00% | +77+1,925.0% | Added |
| Standard Family Office LLC | 69 | $19.0K | 0.00% | +11+19.0% | Added |
| Harding Loevner LP | 62 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 29 | $8.00K | 0.00% | +2+7.4% | 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 |
| 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 |
| TD Ameritrade Investment Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| TD Private Client Wealth LLC | 11 | $3.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.19K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,248,085−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −10,420−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −4,534−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,452−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |