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Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in Penumbra Inc as of Mar 31, 2023. 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
312
+26 vs. Q4 2022
Shares held
35.2M
+762.2K (+2.2%) vs. Q4 2022
Total value
$9.74B
+$2.08B (+27.1%) vs. Q4 2022
New holders
59
96 more added
Sold out
33
105 more reduced

4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 312 institutions
Q1 2021: 273 institutionsQ2 2021: 287 institutionsQ3 2021: 280 institutionsQ4 2021: 279 institutionsQ1 2022: 280 institutionsQ2 2022: 255 institutionsQ3 2022: 261 institutionsQ4 2022: 290 institutionsQ1 2023: 312 institutionsQ2 2023: 364 institutionsQ3 2023: 317 institutionsQ4 2023: 339 institutionsQ1 2024: 342 institutionsQ2 2024: 342 institutionsQ3 2024: 334 institutionsQ4 2024: 372 institutionsQ1 2025: 421 institutionsQ2 2025: 451 institutionsQ3 2025: 421 institutionsQ4 2025: 440 institutionsQ1 2026: 485 institutionsQ2 2026: 451 institutions
Value heldQ1 2023: $9.74B
Q1 2021: $8.40BQ2 2021: $8.17BQ3 2021: $7.94BQ4 2021: $8.72BQ1 2022: $6.71BQ2 2022: $3.91BQ3 2022: $6.06BQ4 2022: $7.67BQ1 2023: $9.74BQ2 2023: $11.8BQ3 2023: $8.01BQ4 2023: $8.66BQ1 2024: $7.52BQ2 2024: $6.40BQ3 2024: $6.85BQ4 2024: $8.30BQ1 2025: $9.39BQ2 2025: $9.18BQ3 2025: $9.19BQ4 2025: $11.4BQ1 2026: $11.1BQ2 2026: $10.8B
Institutions holding PEN and their total value by quarter
QuarterHoldersValue
Q2 2026451$10.8B
Q1 2026485$11.1B
Q4 2025440$11.4B
Q3 2025421$9.19B
Q2 2025451$9.18B
Q1 2025421$9.39B
Q4 2024372$8.30B
Q3 2024334$6.85B
Q2 2024342$6.40B
Q1 2024342$7.52B
Q4 2023339$8.66B
Q3 2023317$8.01B
Q2 2023364$11.8B
Q1 2023312$9.74B
Q4 2022290$7.67B
Q3 2022261$6.06B
Q2 2022255$3.91B
Q1 2022280$6.71B
Q4 2021279$8.72B
Q3 2021280$7.94B
Q2 2021287$8.17B
Q1 2021273$8.40B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2022.

Institutions holding PEN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Financial Group LLC2$00.00%+2New
Northwestern Mutual Wealth Management Co1$2790.00%00.0%Unchanged
Parkside Financial Bank & Trust1$2790.00%00.0%Unchanged
AdvisorNet Financial, Inc2$5570.00%+1+100.0%Added
JFS Wealth Advisors, LLC2$5580.00%+2New
BerganKDV Wealth Management, LLC3$8370.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$8370.00%00.0%Unchanged
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc5$1.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC3$1.00K0.00%+3New
EverSource Wealth Advisors, LLC4$1.11K0.00%+4New
Clearstead Advisors, LLC4$1.11K0.00%00.0%Unchanged
Clean Yield Group4$1.11K0.00%00.0%Unchanged
Lee Financial Co7$1.95K0.00%+7New
Raffa Wealth Management, LLC8$2.23K0.00%00.0%Unchanged
Sofos Investments, Inc.279$2.29K0.10%+279New
Global Retirement Partners, LLC8$2.41K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$2.79K0.00%+10New
TCI Wealth Advisors, Inc.10$2.79K0.00%−25−71.4%Reduced
Bell Investment Advisors, Inc10$2.79K0.00%00.0%Unchanged
Quent Capital, LLC10$2.79K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.15$3.00K0.00%+15New
Ellevest, Inc.13$3.62K0.00%−83−86.5%Reduced
CVA Family Office, LLC15$4.18K0.00%00.0%Unchanged
GWM Advisors LLC16$4.46K0.00%−4−20.0%Reduced
Farmers & Merchants Investments Inc17$4.74K0.00%−11−39.3%Reduced
South State Corp.19$5.29K0.00%00.0%Unchanged
Sunbelt Securities, Inc.21$5.82K0.00%+21New
Beacon Capital Management, LLC21$5.85K0.00%00.0%Unchanged
Crewe Advisors LLC22$6.13K0.00%00.0%Unchanged
Lindbrook Capital, LLC23$6.41K0.00%+2+9.5%Added
Central Trust Co25$6.97K0.00%+25New
Allworth Financial LP26$7.25K0.00%+4+18.2%Added
Proequities, Inc.29$8.08K0.00%+29New
MCF Advisors LLC35$9.76K0.00%00.0%Unchanged
Glassman Wealth Services36$10.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.39$11.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC41$11.4K0.00%00.0%Unchanged
Advisory Services Network, LLC44$12.3K0.00%+44New
Ridgewood Investments LLC50$13.9K0.01%+50New
Raleigh Capital Management Inc.51$14.2K0.01%+51New
Covestor Ltd55$15.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC60$17.0K0.00%00.0%Unchanged
M&R Capital Management Inc63$17.6K0.00%00.0%Unchanged
Atlas Capital Advisors LLC87$24.2K0.00%+87New
Parallel Advisors, LLC95$26.5K0.00%+9+10.5%Added
Endurance Wealth Management, Inc.100$28.0K0.00%00.0%Unchanged
Harbour Investments, Inc.101$28.1K0.00%00.0%Unchanged
Virtus Fund Advisers, LLC102$28.4K0.20%00.0%Unchanged
Massmutual Trust Co FSB108$30.1K0.00%+58+116.0%Added
Altshuler Shaham Ltd120$33.4K0.00%−1−0.8%Reduced
Steward Partners Investment Advisory, LLC145$40.4K0.00%00.0%Unchanged
Signaturefd, LLC148$41.2K0.00%+1+0.7%Added
Hanseatic Management Services Inc188$52.0K0.12%+4+2.2%Added
Belpointe Asset Management LLC228$63.5K0.00%+82+56.2%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna230$63.7K0.04%00.0%Unchanged
Fifth Third Bancorp271$75.5K0.00%+48+21.5%Added
Smithfield Trust Co294$82.0K0.01%−87−22.8%Reduced
Horan Securities, Inc.300$83.6K0.04%00.0%Unchanged
Arcadia Investment Management Corp312$87.0K0.02%+177+131.1%Added
Ci Investments Inc.316$88.0K0.00%+262+485.2%Added
Dark Forest Capital Management LP438$122.1K0.03%+438New
HM Payson & Co500$139.3K0.00%00.0%Unchanged
Leonteq Securities AG500$139.3K0.01%00.0%Unchanged
DuPont Capital Management Corp542$151.1K0.01%+542New
Huntington National Bank547$152.4K0.00%+76+16.1%Added
Quadrant Capital Group LLC709$197.6K0.02%+210+42.1%Added
Cookson Peirce & Co Inc730$203.0K0.01%+730New
Silvercrest Asset Management Group LLC761$212.1K0.00%+761New
Harvest Fund Management Co., Ltd840$234.0K0.05%+749+823.1%Added
Wescott Financial Advisory Group, LLC850$236.9K0.05%+850New
Echo Street Capital Management LLC858$239.1K0.00%+858New
Mackenzie Financial Corp868$241.9K0.00%+868New
Financial Counselors Inc878$245.0K0.01%+878New
Integrated Wealth Concepts LLC879$245.0K0.01%+879New
Lazard Asset Management LLC898$250.0K0.00%+763+565.2%Added
Titleist Asset Management, LLC900$250.8K0.05%+900New
Gotham Asset Management, LLC942$262.5K0.01%+942New
Los Angeles Capital Management LLC943$262.8K0.00%00.0%Unchanged
Mainstay Capital Management LLC960$267.5K0.05%+960New
Abbot Financial Management, Inc.973$271.2K0.18%−246−20.2%Reduced
Teza Capital Management LLC985$274.5K0.06%−795−44.7%Reduced
BSW Wealth Partners993$276.7K0.06%−325−24.7%Reduced
CIBC Asset Management Inc994$277.0K0.00%+24+2.5%Added
Advisors Asset Management, Inc.1,004$279.8K0.01%−600−37.4%Reduced
Independent Advisor Alliance1,005$280.1K0.01%+1,005New
Spouting Rock Asset Management, LLC1,012$282.0K0.10%−463−31.4%Reduced
Pathstone Family Office, LLC1,031$282.9K0.00%−752−42.2%Reduced
Advisor Partners II, LLC1,067$297.4K0.02%+91+9.3%Added
Veritable, L.P.1,100$306.6K0.01%−21−1.9%Reduced
Coldstream Capital Management Inc1,108$308.8K0.01%−48−4.2%Reduced
Stifel Financial Corp1,144$318.8K0.00%+1,144New
Raymond James Financial Services Advisors, Inc.1,165$324.7K0.00%+1,165New
M&T Bank Corp1,187$331.1K0.00%+66+5.9%Added
Landscape Capital Management, L.L.C.1,226$341.7K0.05%+1,226New
Creative Planning1,237$344.7K0.00%+1,237New
Concorde Asset Management, LLC1,287$358.7K0.43%−12−0.9%Reduced
Paul Damon & Associates, Inc.1,300$362.3K0.25%−225−14.8%Reduced
Profund Advisors LLC1,325$369.3K0.02%−371−21.9%Reduced