Skip to main content
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, Q2 2023

Institutional positions in Penumbra Inc as of Jun 30, 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
364
+52 vs. Q1 2023
Shares held
34.2M
−974.1K (−2.8%) vs. Q1 2023
Total value
$11.8B
+$2.03B (+20.9%) vs. Q1 2023
New holders
86
95 more added
Sold out
34
126 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 364 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 heldQ2 2023: $11.8B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2023.

Institutions holding PEN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
VisionPoint Advisory Group, LLC1$3440.00%+1New
Parkside Financial Bank & Trust1$3450.00%00.0%Unchanged
Manchester Capital Management LLC1$3450.00%+1New
AdvisorNet Financial, Inc2$6880.00%00.0%Unchanged
Disciplined Investments, LLC2$6880.00%+2New
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$1.00K0.00%00.0%Unchanged
Fiduciary Alliance LLC3$1.03K0.00%+3New
BerganKDV Wealth Management, LLC3$1.03K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC3$1.03K0.00%+1+50.0%Added
EverSource Wealth Advisors, LLC4$1.38K0.00%00.0%Unchanged
Clearstead Advisors, LLC4$1.38K0.00%00.0%Unchanged
Sofos Investments, Inc.344$1.55K0.01%+65+23.3%Added
Roble, Belko & Company, Inc5$2.00K0.00%00.0%Unchanged
Toronto Dominion Bank6$2.00K0.00%+6New
Lee Financial Co7$2.41K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$2.75K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP9$3.10K0.00%−5,000−99.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$3.44K0.00%00.0%Unchanged
Bell Investment Advisors, Inc10$3.44K0.00%00.0%Unchanged
Quent Capital, LLC10$3.44K0.00%00.0%Unchanged
Spire Wealth Management10$3.44K0.00%+10New
Psagot Value Holdings Ltd. / (Israel)12$4.00K0.00%+12New
CVA Family Office, LLC15$5.16K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co15$5.16K0.00%+14+1,400.0%Added
Farmers & Merchants Investments Inc17$5.85K0.00%00.0%Unchanged
Loomis Sayles & Co L P18$6.00K0.00%+18New
Key Financial Inc20$6.88K0.00%+20New
Sunbelt Securities, Inc.21$7.22K0.00%00.0%Unchanged
First Horizon Advisors, Inc.22$7.57K0.00%+22New
Lindbrook Capital, LLC23$7.91K0.00%00.0%Unchanged
Allworth Financial LP26$8.95K0.00%00.0%Unchanged
IFP Advisors, Inc58$9.58K0.00%+58New
Proequities, Inc.29$9.98K0.00%00.0%Unchanged
Smithfield Trust Co28$10.0K0.00%−266−90.5%Reduced
Macroview Investment Management LLC33$11.4K0.02%+33New
MCF Advisors LLC35$12.0K0.00%00.0%Unchanged
Glassman Wealth Services36$12.4K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.39$13.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC41$14.1K0.00%00.0%Unchanged
Ridgewood Investments LLC50$17.2K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC60$20.6K0.00%00.0%Unchanged
Raleigh Capital Management Inc.61$20.9K0.01%+10+19.6%Added
Hollencrest Capital Management74$25.5K0.00%+74New
Covestor Ltd76$26.0K0.02%+21+38.2%Added
Beacon Capital Management, LLC80$27.5K0.01%+59+281.0%Added
Pinebridge Investments, L.P.87$29.9K0.00%+87New
Atlas Capital Advisors LLC88$30.3K0.00%+1+1.1%Added
Altshuler Shaham Ltd89$30.6K0.00%−31−25.8%Reduced
Parallel Advisors, LLC95$32.7K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.100$34.0K0.00%00.0%Unchanged
Optimum Investment Advisors100$34.4K0.02%+100New
Virtus Fund Advisers, LLC102$35.1K0.25%00.0%Unchanged
Massmutual Trust Co FSB121$41.6K0.00%+13+12.0%Added
Global Retirement Partners, LLC131$45.1K0.00%+123+1,537.5%Added
Coppell Advisory Solutions LLC136$47.0K0.01%+136New
Steward Partners Investment Advisory, LLC145$49.9K0.00%00.0%Unchanged
GWM Advisors LLC147$50.6K0.00%+131+818.8%Added
Signaturefd, LLC148$50.9K0.00%00.0%Unchanged
USA Financial Portformulas Corp149$51.3K0.08%+149New
Tobam171$59.0K0.00%+171New
Hanseatic Management Services Inc188$65.0K0.12%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S190$65.0K0.00%+190New
M&R Capital Management Inc203$69.8K0.02%+140+222.2%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna230$79.1K0.04%00.0%Unchanged
Horan Securities, Inc.250$86.0K0.04%−50−16.7%Reduced
Headlands Technologies LLC290$99.8K0.03%+290New
Fifth Third Bancorp295$101.5K0.00%+24+8.9%Added
Cullen/Frost Bankers, Inc.300$103.2K0.00%+300New
Point72 Middle East FZE370$127.3K0.01%+370New
HM Payson & Co500$172.0K0.00%00.0%Unchanged
Leonteq Securities AG500$172.0K0.02%00.0%Unchanged
Private Advisor Group, LLC587$202.0K0.00%+587New
Mackenzie Financial Corp602$203.9K0.00%−266−30.6%Reduced
Arcadia Investment Management Corp609$209.5K0.04%+297+95.2%Added
Advisors Asset Management, Inc.617$212.3K0.00%−387−38.5%Reduced
Waterloo Capital, L.P.633$217.8K0.06%+633New
Cresset Asset Management, LLC636$218.8K0.00%+636New
Teza Capital Management LLC640$220.2K0.04%−345−35.0%Reduced
Wolverine Trading, LLC654$222.6K0.00%+654New
Commonwealth Equity Services, LLC659$227.0K0.00%+659New
Dynamic Technology Lab Private Ltd661$227.0K0.03%+661New
Quadrant Capital Group LLC677$232.9K0.02%−32−4.5%Reduced
Los Angeles Capital Management LLC679$233.6K0.00%−264−28.0%Reduced
Cookson Peirce & Co Inc700$241.0K0.01%−30−4.1%Reduced
Financial Counselors Inc750$258.0K0.01%−128−14.6%Reduced
Lazard Asset Management LLC754$259.0K0.00%−144−16.0%Reduced
Ci Investments Inc.754$259.0K0.00%+438+138.6%Added
Boulder Hill Capital Management LP800$275.2K0.53%+800New
Kestra Advisory Services, LLC825$283.9K0.00%−726−46.8%Reduced
JGP Global Gestao de Recursos Ltda.834$286.9K0.20%−32,816−97.5%Reduced
Wescott Financial Advisory Group, LLC850$292.5K0.05%00.0%Unchanged
Huntington National Bank853$293.5K0.00%+306+55.9%Added
DuPont Capital Management Corp856$294.5K0.01%+314+57.9%Added
Oppenheimer & Co Inc868$298.6K0.01%+868New
Integrated Wealth Concepts LLC877$301.7K0.01%−2−0.2%Reduced
Abbot Financial Management, Inc.884$304.1K0.20%−89−9.1%Reduced
Titleist Asset Management, LLC900$309.7K0.06%00.0%Unchanged
Spouting Rock Asset Management, LLC930$320.0K0.12%−82−8.1%Reduced
CIBC World Markets Inc.929$320.0K0.00%+929New