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 2022
Institutional positions in Penumbra Inc as of Jun 30, 2022. 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
- 255
- −19 vs. Q1 2022
- Shares held
- 31.4M
- +1.36M (+4.5%) vs. Q1 2022
- Total value
- $3.91B
- −$2.76B (−41.3%) vs. Q1 2022
- New holders
- 38
- 113 more added
- Sold out
- 57
- 63 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $0 | 0.00% | +2+200.0% | Added |
| BerganKDV Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 8 | $996 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | −19−73.1% | Reduced |
| Loomis Sayles & Co L P | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Quent Capital, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6 | $1.00K | 0.00% | +5+500.0% | Added |
| Global Retirement Partners, LLC | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Standard Family Office LLC | 8 | $1.00K | 0.01% | +8 | New |
| Venture Visionary Partners LLC | 14 | $1.74K | 0.00% | +14 | New |
| Fieldpoint Private Securities, LLC | 20 | $2.00K | 0.00% | −36−64.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 15 | $2.00K | 0.00% | +11+275.0% | Added |
| TD Ameritrade Investment Management, LLC | 22 | $3.00K | 0.00% | −2−8.3% | Reduced |
| Massmutual Trust Co FSB | 27 | $3.00K | 0.00% | +24+800.0% | Added |
| CVA Family Office, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Umb Bank N A | 31 | $4.00K | 0.00% | −11−26.2% | Reduced |
| Nisa Investment Advisors, LLC | 38 | $5.00K | 0.00% | −400−91.3% | Reduced |
| Baystate Wealth Management LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 42 | $5.00K | 0.00% | +39+1,300.0% | Added |
| Crewe Advisors LLC | 40 | $5.00K | 0.00% | +40 | New |
| Ronald Blue Trust, Inc. | 25 | $6.00K | 0.00% | +25 | New |
| Ci Investments Inc. | 54 | $7.00K | 0.00% | −123−69.5% | Reduced |
| Meeder Asset Management Inc | 70 | $9.00K | 0.00% | +23+48.9% | Added |
| Parallel Advisors, LLC | 74 | $9.00K | 0.00% | +64+640.0% | Added |
| Harbour Investments, Inc. | 80 | $10.0K | 0.00% | +80 | New |
| Endurance Wealth Management, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 93 | $12.0K | 0.00% | +73+365.0% | Added |
| South State Corp. | 136 | $16.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 129 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 134 | $17.0K | 0.00% | −55−29.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 145 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 143 | $18.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 141 | $18.0K | 0.00% | +52+58.4% | Added |
| First Horizon Advisors, Inc. | 162 | $20.0K | 0.00% | −110−40.4% | Reduced |
| Signaturefd, LLC | 181 | $23.0K | 0.00% | +121+201.7% | Added |
| Private Capital Group, LLC | 196 | $24.0K | 0.02% | +13+7.1% | Added |
| Captrust Financial Advisors | 219 | $27.0K | 0.00% | +67+44.1% | Added |
| Washington Trust Co | 250 | $31.0K | 0.00% | +250 | New |
| Horan Securities, Inc. | 300 | $37.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 381 | $47.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 488 | $61.0K | 0.05% | +46+10.4% | Added |
| HM Payson & Co | 500 | $62.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 612 | $76.0K | 0.10% | +599+4,607.7% | Added |
| Royal Bank of Canada | 717 | $89.0K | 0.00% | −1,140−61.4% | Reduced |
| Quantbot Technologies LP | 757 | $94.0K | 0.01% | +757 | New |
| Leonteq Securities AG | 800 | $99.6K | 0.00% | +250+45.5% | Added |
| American Portfolios Advisors | 882 | $109.8K | 0.00% | −177−16.7% | Reduced |
| Macquarie Group Ltd | 983 | $122.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,072 | $133.0K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,079 | $134.0K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1,110 | $163.0K | 0.09% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,424 | $177.0K | 0.07% | +1,424 | New |
| The PNC Financial Services Group, Inc. | 1,447 | $181.0K | 0.00% | +236+19.5% | Added |
| Rockefeller Capital Management L.P. | 1,595 | $198.0K | 0.00% | +1,590+31,800.0% | Added |
| Altfest L J & Co Inc | 1,607 | $200.0K | 0.04% | +1,607 | New |
| Spouting Rock Asset Management, LLC | 1,641 | $204.0K | 0.13% | +1,641 | New |
| Mission Wealth Management, LP | 1,651 | $206.0K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,671 | $208.0K | 0.31% | +12+0.7% | Added |
| Baird Financial Group, Inc. | 1,809 | $225.0K | 0.00% | +1,809 | New |
| Shelton Capital Management | 1,871 | $233.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 1,891 | $235.0K | 0.01% | −219−10.4% | Reduced |
| Prudential Financial Inc | 2,084 | $271.0K | 0.00% | −217−9.4% | Reduced |
| Pictet Asset Management SA | 2,260 | $281.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,444 | $305.0K | 0.01% | −3,321−57.6% | Reduced |
| Maryland State Retirement & Pension System | 2,519 | $314.0K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,835 | $353.0K | 0.07% | +568+25.1% | Added |
| 1623 Capital LLC | 2,843 | $354.0K | 0.22% | +480+20.3% | Added |
| Canada Pension Plan Investment Board | 2,900 | $361.0K | 0.00% | +1,585+120.5% | Added |
| Advisors Asset Management, Inc. | 2,919 | $363.0K | 0.01% | +2,919 | New |
| Rathbone Brothers plc | 3,000 | $374.0K | 0.00% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 3,072 | $383.0K | 0.03% | −1,000−24.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,162 | $394.0K | 0.01% | −50−1.6% | Reduced |
| Securian Asset Management, Inc | 3,218 | $401.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,285 | $409.0K | 0.00% | −1,052−24.3% | Reduced |
| JustInvest LLC | 3,332 | $415.0K | 0.02% | +462+16.1% | Added |
| Onyx Bridge Wealth Group LLC | 3,325 | $437.0K | 0.19% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 3,635 | $453.0K | 0.00% | −59−1.6% | Reduced |
| CWM, LLC | 3,657 | $455.0K | 0.00% | −308−7.8% | Reduced |
| Diversified Trust Co | 3,679 | $458.0K | 0.02% | +960+35.3% | Added |
| HRT Financial LP | 3,847 | $479.0K | 0.01% | +3,847 | New |
| Citigroup Inc | 4,001 | $498.0K | 0.00% | −978−19.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,025 | $501.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,044 | $504.0K | 0.01% | +2,882+248.0% | Added |
| Quadrature Capital Ltd | 4,153 | $517.0K | 0.02% | +4,153 | New |
| Lazard Asset Management LLC | 4,160 | $518.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,262 | $531.0K | 0.00% | −312−6.8% | Reduced |
| Vontobel Holding Ltd. | 4,277 | $557.0K | 0.01% | +3,281+329.4% | Added |
| Perpetual Investment Management Ltd | 4,553 | $567.0K | 0.08% | −1,733−27.6% | Reduced |
| PEAK6 Investments LLC | 4,567 | $569.0K | 0.01% | +4,085+847.5% | Added |
| Paloma Partners Management Co | 4,600 | $573.0K | 0.06% | +2,732+146.3% | Added |