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 2022
Institutional positions in Penumbra Inc as of Dec 31, 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
- 290
- +33 vs. Q3 2022
- Shares held
- 34.5M
- +2.65M (+8.3%) vs. Q3 2022
- Total value
- $7.67B
- +$1.63B (+27.1%) vs. Q3 2022
- New holders
- 56
- 107 more added
- Sold out
- 23
- 84 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1623 Capital LLC | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Gs Investments, Inc. | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |