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, Q4 2021
Institutional positions in Penumbra Inc as of Dec 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
- 279
- +1 vs. Q3 2021
- Shares held
- 30.4M
- +591.3K (+2.0%) vs. Q3 2021
- Total value
- $8.72B
- +$783.8M (+9.9%) vs. Q3 2021
- New holders
- 42
- 111 more added
- Sold out
- 41
- 78 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 983 | $282.0K | 0.00% | −82−7.7% | Reduced |
| M&T Bank Corp | 932 | $268.0K | 0.00% | +14+1.5% | Added |
| Coldstream Capital Management Inc | 872 | $251.0K | 0.01% | +872 | New |
| Mainstay Capital Management LLC | 858 | $246.0K | 0.07% | +858 | New |
| Wescott Financial Advisory Group, LLC | 850 | $244.0K | 0.13% | −6−0.7% | Reduced |
| 6 Meridian | 838 | $241.0K | 0.02% | +4+0.5% | Added |
| Private Advisor Group, LLC | 831 | $239.0K | 0.00% | +831 | New |
| Cigna Investments Inc | 811 | $233.0K | 0.02% | −280−25.7% | Reduced |
| Financial Counselors Inc | 800 | $230.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 767 | $220.0K | 0.07% | −411−34.9% | Reduced |
| JustInvest LLC | 722 | $207.0K | 0.01% | +722 | New |
| Onyx Bridge Wealth Group LLC | 725 | $206.0K | 0.07% | +725 | New |
| Nisa Investment Advisors, LLC | 903 | $204.0K | 0.00% | +317+54.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 709 | $204.0K | 0.10% | +709 | New |
| Raymond James Financial Services Advisors, Inc. | 704 | $202.0K | 0.00% | +704 | New |
| HighTower Advisors, LLC | 698 | $200.0K | 0.00% | +698 | New |
| American Portfolios Advisors | 692 | $198.8K | 0.01% | +37+5.6% | Added |
| Group One Trading, L.P. | 665 | $191.0K | 0.00% | +665 | New |
| Smithfield Trust Co | 636 | $183.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 550 | $158.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $144.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 458 | $132.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 422 | $121.0K | 0.00% | −46−9.8% | Reduced |
| Harvest Fund Management Co., Ltd | 354 | $100.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 319 | $91.0K | 0.00% | +319 | New |
| Horan Securities, Inc. | 300 | $86.0K | 0.05% | +300 | New |
| Gemmer Asset Management LLC | 226 | $65.0K | 0.01% | +18+8.7% | Added |
| First Bank & Trust | 190 | $55.0K | 0.02% | −233−55.1% | Reduced |
| Ci Investments Inc. | 184 | $53.0K | 0.00% | +35+23.5% | Added |
| Private Capital Group, LLC | 176 | $51.0K | 0.01% | −4−2.2% | Reduced |
| Vestcor Inc | 166 | $48.0K | 0.00% | −19−10.3% | Reduced |
| Fifth Third Bancorp | 159 | $46.0K | 0.00% | +30+23.3% | Added |
| Quantbot Technologies LP | 159 | $45.0K | 0.00% | −1,996−92.6% | Reduced |
| Covestor Ltd | 152 | $44.0K | 0.06% | +152 | New |
| Central Trust Co | 150 | $43.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 145 | $42.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 144 | $41.0K | 0.00% | +50+53.2% | Added |
| IndexIQ Advisors LLC | 139 | $40.0K | 0.00% | +7+5.3% | Added |
| South State Corp. | 136 | $39.0K | 0.00% | −9−6.2% | Reduced |
| NEXT Financial Group, Inc | 129 | $37.0K | 0.00% | −309−70.5% | Reduced |
| FourThought Financial, LLC | 129 | $37.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 92 | $26.0K | 0.00% | +92 | New |
| Quadrant Capital Group LLC | 75 | $22.0K | 0.00% | −14−15.7% | Reduced |
| Harding Loevner LP | 62 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 56 | $16.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 47 | $14.0K | 0.00% | +20+74.1% | Added |
| Umb Bank N A | 42 | $12.0K | 0.00% | +42 | New |
| Baystate Wealth Management LLC | 41 | $12.0K | 0.00% | +41 | New |
| Allworth Financial LP | 34 | $10.0K | 0.00% | +34 | New |
| Concord Wealth Partners | 31 | $9.00K | 0.00% | +14+82.4% | Added |
| TD Ameritrade Investment Management, LLC | 24 | $7.00K | 0.00% | +24 | New |
| Benjamin F. Edwards & Company, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Dark Forest Capital Management LP | 21 | $6.00K | 0.00% | +21 | New |
| City State Bank | 20 | $6.00K | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 18 | $5.00K | 0.00% | −9−33.3% | Reduced |
| Parallel Advisors, LLC | 16 | $5.00K | 0.00% | +15+1,500.0% | Added |
| Bessemer Group Inc | 16 | $5.00K | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 13 | $3.73K | 0.00% | +2+18.2% | Added |
| Standard Family Office LLC | 11 | $3.00K | 0.03% | +11 | New |
| Quent Capital, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 8 | $2.30K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7 | $2.01K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $2.00K | 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 |
| Sutton Wealth Advisors Inc. | 4 | $1.15K | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $1.00K | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| IFP Advisors, Inc | 3 | $1.00K | 0.00% | +3 | New |
| Glassman Wealth Services | 3 | $1.00K | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| Rockefeller Capital Management L.P. | 1 | $0 | 0.00% | +1 | New |
| Natixis | 0 | $0 | 0.00% | −39,400−100.0% | Sold out |
| Pura Vida Investments, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −18,702−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −16,207−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,244−100.0% | Sold out |
| Peconic Partners LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,662−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,588−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,835−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,771−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,222−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,204−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,226−100.0% | Sold out |