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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.

Q3 2023 vs. Q2 2023

How the institutions holding Penumbra Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of PEN: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3645317−42
Shares34.2M74.6K33.1M−1.11M (−3.3%)
Value$11.8B$25.7M$8.01B−$3.74B (−31.8%)

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Penumbra Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to PEN in Q3 2023
InstitutionSharesValue% of portfolio
Federation des caisses Desjardins du Quebec55,833$13.5M0.14%
Walleye Capital LLC53,120$12.9M0.19%
Atika Capital Management LLC37,500$9.07M1.29%
Soros Fund Management LLCSuperinvestorSoros Fund Management22,500$5.44M0.11%
E. Ohman J:or Asset Management AB20,500$4.96M0.19%
Canada Pension Plan Investment Board17,500$4.23M0.01%
Comerica Bank15,788$3.82M0.02%
Quadrature Capital Ltd15,764$3.81M0.08%
Prosight Management, LP13,500$3.27M1.03%
Algert Global LLC7,360$1.78M0.08%
Sumitomo Mitsui Trust Holdings, Inc.6,782$1.64M0.00%
Simplex Trading, LLC6,251$1.51M0.06%
XTX Topco Ltd6,087$1.47M0.25%
Walleye Trading LLC5,179$1.25M0.03%
Pictet Asset Management Holding SA4,123$997.4K0.00%
Polaris Wealth Advisory Group, LLC4,107$993.5K0.08%
Engineers Gate Manager LP3,865$935.0K0.03%
PEAK6 Investments LLC3,463$837.8K0.04%
Destination Wealth Management2,819$681.9K0.03%
Fox Run Management, L.L.C.2,252$544.8K0.16%
Hussman Strategic Advisors, Inc.2,100$508.0K0.10%
Washington Trust Advisors, Inc.2,071$501.0K0.05%
QRG Capital Management, Inc.1,754$424.3K0.01%
Prelude Capital Management, LLC1,739$420.7K0.04%
O'Shaughnessy Asset Management, LLC1,115$269.7K0.00%
Envestnet Portfolio Solutions, Inc.900$217.7K0.00%
Aigen Investment Management, LP863$208.8K0.04%
Keebeck Alpha, LP839$203.0K0.20%
KBC Group NV697$169.0K0.00%
RiverPark Advisors, LLC173$41.9K0.04%
Quarry LP72$17.4K0.01%
NBC Securities, Inc.45$10.0K0.00%
LGT Financial Advisors LLC27$6.53K0.01%
VitalStone Financial, LLC34$6.00K0.01%
Harbour Investments, Inc.6$1.45K0.00%
Valley National Advisers Inc5$1.00K0.00%
SJS Investment Consulting Inc.2$4840.00%
Farther Finance Advisors, LLC1$2420.00%
Steward Financial Group LLC4$00.00%

Sold out (81)

Institutions that held Penumbra Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of PEN in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Macquarie Group Ltd101,536$34.9M
Adage Capital Partners GP, L.L.C.75,000$25.8M
TimesSquare Capital Management, LLC44,380$15.3M
Voloridge Investment Management, LLC31,107$10.7M
Integral Health Asset Management, LLC30,000$10.3M
Symmetry Investments LP26,161$9.00M
ExodusPoint Capital Management, LP22,263$7.66M
Banque Pictet & Cie SA19,550$6.73M
Tudor Investment Corp Et Al19,175$6.60M
Lisanti Capital Growth, LLC16,395$5.64M
HRT Financial LP15,358$5.28M
EAM Global Investors LLC13,239$4.56M
Ergoteles LLC12,265$4.22M
Mirabella Financial Services LLP8,996$3.10M
Point72 Europe (London) LLP8,610$2.96M
Fred Alger Management, LLC7,458$2.57M
FORA Capital, LLC7,448$2.56M
Point72 Asset Management, L.P.7,270$2.50M
Dorsey Wright & Associates6,249$2.15M
Edgestream Partners, L.P.5,017$1.73M
Old Mission Capital LLC4,977$1.71M
EAM Investors, LLC4,148$1.43M
Trexquant Investment LP3,692$1.27M
Cambridge Investment Research Advisors, Inc.3,678$1.26M
Simplify Asset Management Inc.3,479$1.20M
Campbell & CO Investment Adviser LLC2,420$832.6K
Dark Forest Capital Management LP2,370$815.4K
Alpha DNA Investment Management LLC2,254$775.5K
Winton Group Ltd2,231$767.6K
Virtus Investment Advisers, Inc.2,212$761.1K
Gotham Asset Management, LLC2,148$739.0K
AE Wealth Management LLC2,127$731.8K
Cetera Advisors LLC1,887$649.2K
Quantamental Technologies LLC1,775$610.7K
Range Financial Group LLC1,763$606.6K
Mach-1 Financial Group, Inc.1,552$534.0K
Cannon Global Investment Management, LLC1,500$516.1K
Renaissance Technologies LLC1,500$516.0K
Lighthouse Investment Partners, LLC1,491$513.0K
Raymond James Financial Services Advisors, Inc.1,330$457.6K
Petra Financial Advisors Inc1,323$455.2K
Pictet & Cie (Europe) SA1,300$447.3K
Bridgefront Capital, LLC1,247$429.0K
Verition Fund Management LLC1,200$412.9K
Harvest Fund Management Co., Ltd1,178$405.0K
Veritable, L.P.1,068$367.5K
CIBC World Markets Inc.929$320.0K
Oppenheimer & Co Inc868$298.6K
DuPont Capital Management Corp856$294.5K
JGP Global Gestao de Recursos Ltda.834$286.9K
Kestra Advisory Services, LLC825$283.9K
Boulder Hill Capital Management LP800$275.2K
Cookson Peirce & Co Inc700$241.0K
Los Angeles Capital Management LLC679$233.6K
Commonwealth Equity Services, LLC659$227.0K
Dynamic Technology Lab Private Ltd661$227.0K
Teza Capital Management LLC640$220.2K
Cresset Asset Management, LLC636$218.8K
Waterloo Capital, L.P.633$217.8K
Mackenzie Financial Corp602$203.9K
Private Advisor Group, LLC587$202.0K
Point72 Middle East FZE370$127.3K
Headlands Technologies LLC290$99.8K
Horan Securities, Inc.250$86.0K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna230$79.1K
Hanseatic Management Services Inc188$65.0K
Tobam171$59.0K
Coppell Advisory Solutions LLC136$47.0K
Virtus Fund Advisers, LLC102$35.1K
Optimum Investment Advisors100$34.4K
Altshuler Shaham Ltd89$30.6K
Atlas Capital Advisors LLC88$30.3K
Pinebridge Investments, L.P.87$29.9K
Hollencrest Capital Management74$25.5K
Ridgewood Investments LLC50$17.2K
Proequities, Inc.29$9.98K
Northwestern Mutual Wealth Management Co15$5.16K
CVA Family Office, LLC15$5.16K
Toronto Dominion Bank6$2.00K
Fiduciary Alliance LLC3$1.03K
Disciplined Investments, LLC2$688

Not filed for Q3 2023 yet (5)

Institutions that held Penumbra Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEN in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Kames Capital plc61,240$21.1M
EA Series Trust9,123$3.14M
Pictet Asset Management SA4,123$1.42M
Endurance Wealth Management, Inc.100$34.0K
BerganKDV Wealth Management, LLC3$1.03K