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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 757 | $94.0K | 0.01% | +757 | New |
| Royal Bank of Canada | 717 | $89.0K | 0.00% | −1,140−61.4% | Reduced |
| NuWave Investment Management, LLC | 612 | $76.0K | 0.10% | +599+4,607.7% | Added |
| HM Payson & Co | 500 | $62.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 488 | $61.0K | 0.05% | +46+10.4% | Added |
| Smithfield Trust Co | 381 | $47.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 300 | $37.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 250 | $31.0K | 0.00% | +250 | New |
| Captrust Financial Advisors | 219 | $27.0K | 0.00% | +67+44.1% | Added |
| Private Capital Group, LLC | 196 | $24.0K | 0.02% | +13+7.1% | Added |
| Signaturefd, LLC | 181 | $23.0K | 0.00% | +121+201.7% | Added |
| First Horizon Advisors, Inc. | 162 | $20.0K | 0.00% | −110−40.4% | 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 |
| Fifth Third Bancorp | 134 | $17.0K | 0.00% | −55−29.1% | Reduced |
| South State Corp. | 136 | $16.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 129 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 80 | $10.0K | 0.00% | +80 | New |
| 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 |
| Ci Investments Inc. | 54 | $7.00K | 0.00% | −123−69.5% | Reduced |
| Ronald Blue Trust, Inc. | 25 | $6.00K | 0.00% | +25 | New |
| 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 |
| Umb Bank N A | 31 | $4.00K | 0.00% | −11−26.2% | Reduced |
| 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 |
| 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 |
| Venture Visionary Partners LLC | 14 | $1.74K | 0.00% | +14 | New |
| 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 |
| Raffa Wealth Management, LLC | 8 | $996 | 0.00% | 00.0% | Unchanged |
| 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 |
| Millennium Management LLC | 0 | $0 | 0.00% | −226,893−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −143,591−100.0% | Sold out |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −81,527−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −60,070−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −58,345−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −37,557−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −22,636−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −16,109−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −12,847−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,540−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,244−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −6,058−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,890−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,531−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,017−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| 17 Capital Partners, LLC | 0 | $0 | 0.00% | −2,591−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Abbot Financial Management, Inc. | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Harding Loevner LP | 0 | $0 | 0.00% | −62−100.0% | Sold out |