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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, 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
M&R Capital Management Inc203$69.8K0.02%+140+222.2%Added
Hanseatic Management Services Inc188$65.0K0.12%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S190$65.0K0.00%+190New
Tobam171$59.0K0.00%+171New
USA Financial Portformulas Corp149$51.3K0.08%+149New
Signaturefd, LLC148$50.9K0.00%00.0%Unchanged
GWM Advisors LLC147$50.6K0.00%+131+818.8%Added
Steward Partners Investment Advisory, LLC145$49.9K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC136$47.0K0.01%+136New
Global Retirement Partners, LLC131$45.1K0.00%+123+1,537.5%Added
Massmutual Trust Co FSB121$41.6K0.00%+13+12.0%Added
Virtus Fund Advisers, LLC102$35.1K0.25%00.0%Unchanged
Optimum Investment Advisors100$34.4K0.02%+100New
Endurance Wealth Management, Inc.100$34.0K0.00%00.0%Unchanged
Parallel Advisors, LLC95$32.7K0.00%00.0%Unchanged
Altshuler Shaham Ltd89$30.6K0.00%−31−25.8%Reduced
Atlas Capital Advisors LLC88$30.3K0.00%+1+1.1%Added
Pinebridge Investments, L.P.87$29.9K0.00%+87New
Beacon Capital Management, LLC80$27.5K0.01%+59+281.0%Added
Covestor Ltd76$26.0K0.02%+21+38.2%Added
Hollencrest Capital Management74$25.5K0.00%+74New
Raleigh Capital Management Inc.61$20.9K0.01%+10+19.6%Added
Nisa Investment Advisors, LLC60$20.6K0.00%00.0%Unchanged
Ridgewood Investments LLC50$17.2K0.01%00.0%Unchanged
Baystate Wealth Management LLC41$14.1K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.39$13.0K0.00%00.0%Unchanged
Glassman Wealth Services36$12.4K0.00%00.0%Unchanged
MCF Advisors LLC35$12.0K0.00%00.0%Unchanged
Macroview Investment Management LLC33$11.4K0.02%+33New
Smithfield Trust Co28$10.0K0.00%−266−90.5%Reduced
Proequities, Inc.29$9.98K0.00%00.0%Unchanged
IFP Advisors, Inc58$9.58K0.00%+58New
Allworth Financial LP26$8.95K0.00%00.0%Unchanged
Lindbrook Capital, LLC23$7.91K0.00%00.0%Unchanged
First Horizon Advisors, Inc.22$7.57K0.00%+22New
Sunbelt Securities, Inc.21$7.22K0.00%00.0%Unchanged
Key Financial Inc20$6.88K0.00%+20New
Loomis Sayles & Co L P18$6.00K0.00%+18New
Farmers & Merchants Investments Inc17$5.85K0.00%00.0%Unchanged
CVA Family Office, LLC15$5.16K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co15$5.16K0.00%+14+1,400.0%Added
Psagot Value Holdings Ltd. / (Israel)12$4.00K0.00%+12New
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
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$3.44K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP9$3.10K0.00%−5,000−99.8%Reduced
Raffa Wealth Management, LLC8$2.75K0.00%00.0%Unchanged
Lee Financial Co7$2.41K0.00%00.0%Unchanged
Roble, Belko & Company, Inc5$2.00K0.00%00.0%Unchanged
Toronto Dominion Bank6$2.00K0.00%+6New
Sofos Investments, Inc.344$1.55K0.01%+65+23.3%Added
Clearstead Advisors, LLC4$1.38K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC4$1.38K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC3$1.03K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC3$1.03K0.00%+1+50.0%Added
Fiduciary Alliance LLC3$1.03K0.00%+3New
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc2$6880.00%00.0%Unchanged
Disciplined Investments, LLC2$6880.00%+2New
Parkside Financial Bank & Trust1$3450.00%00.0%Unchanged
Manchester Capital Management LLC1$3450.00%+1New
VisionPoint Advisory Group, LLC1$3440.00%+1New
Motley Fool Wealth Management, LLC0$00.00%−37,312−100.0%Sold out
Ieq Capital, LLC0$00.00%−25,393−100.0%Sold out
Altium Capital Management LP0$00.00%−16,000−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−13,000−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−9,642−100.0%Sold out
PEAK6 Investments LLC0$00.00%−9,130−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−8,302−100.0%Sold out
Duality Advisers, LP0$00.00%−7,454−100.0%Sold out
Prospera Financial Services Inc0$00.00%−5,748−100.0%Sold out
Cordatus Wealth Management LLC0$00.00%−5,575−100.0%Sold out
Algert Global LLC0$00.00%−4,328−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−3,523−100.0%Sold out
Polaris Wealth Advisory Group, LLC0$00.00%−3,362−100.0%Sold out
Wellington Management Group LLP0$00.00%−2,874−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−2,170−100.0%Sold out
XTX Topco Ltd0$00.00%−2,013−100.0%Sold out
Virtu Financial LLC0$00.00%−1,542−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−1,226−100.0%Sold out
BSW Wealth Partners0$00.00%−993−100.0%Sold out
Mainstay Capital Management LLC0$00.00%−960−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−858−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−228−100.0%Sold out
Harbour Investments, Inc.0$00.00%−101−100.0%Sold out
Advisory Services Network, LLC0$00.00%−44−100.0%Sold out
Central Trust Co0$00.00%−25−100.0%Sold out
Crewe Advisors LLC0$00.00%−22−100.0%Sold out
South State Corp.0$00.00%−19−100.0%Sold out
Ellevest, Inc.0$00.00%−13−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−15−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−10−100.0%Sold out
Clean Yield Group0$00.00%−4−100.0%Sold out
TD Ameritrade Investment Management, LLC0$00.00%−3−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−3−100.0%Sold out
Steward Financial Group LLC0$00.00%−2−100.0%Sold out