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, Q3 2022
Institutional positions in Penumbra Inc as of Sep 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
- 261
- +8 vs. Q2 2022
- Shares held
- 32.0M
- +537.6K (+1.7%) vs. Q2 2022
- Total value
- $6.06B
- +$2.15B (+54.8%) vs. Q2 2022
- New holders
- 49
- 98 more added
- Sold out
- 41
- 75 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| AdvisorNet Financial, Inc | 2 | $0 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 9 | $1.00K | 0.00% | −16−64.0% | Reduced |
| IFP Advisors, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Clearstead Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Money Concepts Capital Corp | 4 | $1.00K | 0.00% | +4 | New |
| Clean Yield Group | 4 | $1.00K | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 6 | $1.14K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $1.52K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $3.00K | 0.00% | −10−40.0% | Reduced |
| Allworth Financial LP | 17 | $3.00K | 0.00% | +12+240.0% | Added |
| Prestige Wealth Management Group LLC | 14 | $3.00K | 0.00% | +11+366.7% | Added |
| Farmers & Merchants Investments Inc | 14 | $3.00K | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 19 | $4.00K | 0.00% | +19 | New |
| Glassman Wealth Services | 32 | $6.00K | 0.00% | −10−23.8% | Reduced |
| Meeder Asset Management Inc | 44 | $8.00K | 0.00% | −26−37.1% | Reduced |
| Baystate Wealth Management LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 50 | $9.00K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 53 | $10.0K | 0.00% | −1−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 58 | $10.0K | 0.00% | +20+52.6% | Added |
| Massmutual Trust Co FSB | 52 | $10.0K | 0.00% | +25+92.6% | Added |
| South State Corp. | 65 | $12.0K | 0.00% | −71−52.2% | Reduced |
| Parallel Advisors, LLC | 81 | $15.0K | 0.00% | +7+9.5% | Added |
| Lindbrook Capital, LLC | 77 | $15.0K | 0.00% | +62+413.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 93 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 96 | $18.0K | 0.00% | +96 | New |
| Endurance Wealth Management, Inc. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 107 | $20.0K | 0.02% | −381−78.1% | Reduced |
| FourThought Financial, LLC | 111 | $21.0K | 0.00% | −18−14.0% | Reduced |
| Lazard Asset Management LLC | 135 | $25.0K | 0.00% | −4,025−96.8% | Reduced |
| Signaturefd, LLC | 135 | $26.0K | 0.00% | −46−25.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 145 | $27.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 171 | $32.0K | 0.00% | +37+27.6% | Added |
| Russell Investments Group, Ltd. | 178 | $33.0K | 0.00% | −901−83.5% | Reduced |
| Hanseatic Management Services Inc | 184 | $35.0K | 0.09% | +184 | New |
| Wipfli Financial Advisors LLC, | 213 | $40.0K | 0.00% | +213 | New |
| Washington Trust Co | 250 | $47.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 300 | $57.0K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 381 | $72.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 416 | $79.0K | 0.02% | +273+190.9% | Added |
| Quadrant Capital Group LLC | 495 | $94.0K | 0.01% | +354+251.1% | Added |
| Leonteq Securities AG | 500 | $94.8K | 0.00% | −300−37.5% | Reduced |
| HM Payson & Co | 500 | $95.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 715 | $135.6K | 0.01% | −167−18.9% | Reduced |
| Silvant Capital Management LLC | 1,072 | $203.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 1,102 | $209.0K | 0.00% | +1,102 | New |
| Gs Investments, Inc. | 1,110 | $210.0K | 0.14% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,130 | $214.0K | 0.01% | +1,130 | New |
| Franklin Resources Inc | 1,175 | $222.0K | 0.00% | +1,175 | New |
| BSW Wealth Partners | 1,176 | $223.0K | 0.05% | +1,176 | New |
| Abbot Financial Management, Inc. | 1,203 | $228.0K | 0.16% | +1,203 | New |
| Royal Bank of Canada | 1,278 | $242.0K | 0.00% | +561+78.2% | Added |
| CIBC Asset Management Inc | 1,397 | $265.0K | 0.00% | +1,397 | New |
| Toroso Investments, LLC | 1,522 | $289.0K | 0.01% | +1,522 | New |
| Tower Research Capital LLC (TRC) | 1,570 | $298.0K | 0.00% | −874−35.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,585 | $300.0K | 0.00% | −10−0.6% | Reduced |
| Profund Advisors LLC | 1,626 | $308.0K | 0.02% | +1,626 | New |
| Mission Wealth Management, LP | 1,651 | $313.0K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,660 | $315.0K | 0.06% | +53+3.3% | Added |
| Concorde Asset Management, LLC | 1,671 | $317.0K | 0.35% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,690 | $320.0K | 0.00% | +243+16.8% | Added |
| Pacer Advisors, Inc. | 1,723 | $327.0K | 0.00% | +1,723 | New |
| Spouting Rock Asset Management, LLC | 1,771 | $336.0K | 0.26% | +130+7.9% | Added |
| Walleye Trading LLC | 1,770 | $336.0K | 0.01% | +1,770 | New |
| Canada Pension Plan Investment Board | 1,800 | $341.0K | 0.00% | −1,100−37.9% | Reduced |
| Yorktown Management & Research Co Inc | 1,850 | $351.0K | 0.45% | +1,850 | New |
| Quantamental Technologies LLC | 1,864 | $353.0K | 0.14% | +1,864 | New |
| Shelton Capital Management | 1,871 | $355.0K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,122 | $402.0K | 0.18% | +2,122 | New |
| CIBC World Markets Inc. | 2,131 | $404.0K | 0.00% | +2,131 | New |
| Vontobel Holding Ltd. | 2,137 | $405.0K | 0.00% | −2,140−50.0% | Reduced |
| Prudential Financial Inc | 2,169 | $416.0K | 0.00% | +85+4.1% | Added |
| Pictet Asset Management SA | 2,353 | $446.0K | 0.00% | +93+4.1% | Added |
| Advisors Asset Management, Inc. | 2,501 | $474.0K | 0.01% | −418−14.3% | Reduced |
| Simplex Trading, LLC | 2,651 | $502.0K | 0.02% | +2,651 | New |
| 1623 Capital LLC | 2,843 | $539.0K | 0.36% | 00.0% | Unchanged |
| SEI Investments Co | 2,993 | $567.0K | 0.00% | +2,993 | New |
| Onyx Bridge Wealth Group LLC | 3,125 | $569.0K | 0.26% | −200−6.0% | Reduced |
| Rathbone Brothers plc | 3,000 | $569.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,028 | $581.0K | 0.02% | +3,028 | New |
| Schonfeld Strategic Advisors LLC | 3,111 | $590.0K | 0.00% | −1,903−38.0% | Reduced |
| Perpetual Investment Management Ltd | 3,180 | $603.0K | 0.09% | −1,373−30.2% | Reduced |
| Polaris Wealth Advisory Group, LLC | 3,432 | $620.0K | 0.05% | +360+11.7% | Added |
| Twin Tree Management, LP | 3,310 | $628.0K | 0.02% | −83,458−96.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,332 | $632.0K | 0.02% | +170+5.4% | Added |
| CWM, LLC | 3,360 | $637.0K | 0.01% | −297−8.1% | Reduced |
| HSBC Holdings PLC | 3,338 | $648.0K | 0.00% | −9,815−74.6% | Reduced |
| Securian Asset Management, Inc | 3,460 | $656.0K | 0.02% | +242+7.5% | Added |
| Prelude Capital Management, LLC | 3,465 | $657.0K | 0.03% | +3,465 | New |
| ProShare Advisors LLC | 3,521 | $668.0K | 0.00% | +236+7.2% | Added |