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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.

Q4 2023 vs. Q3 2023

How the institutions holding Penumbra Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of PEN: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3176339+28
Shares33.1M20.1K34.4M+1.42M (+4.3%)
Value$8.01B$4.85M$8.66B+$659.1M (+8.2%)

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Penumbra Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to PEN in Q4 2023
InstitutionSharesValue% of portfolio
Soleus Capital Management, L.P.79,400$20.0M2.22%
Integral Health Asset Management, LLC40,000$10.1M1.45%
Jennison Associates LLC29,829$7.50M0.01%
ExodusPoint Capital Management, LP29,344$7.38M0.09%
Beacon Pointe Advisors, LLC23,533$5.92M0.07%
Silverarc Capital Management, LLC20,000$5.03M1.55%
Susquehanna Portfolio Strategies, LLC19,576$4.92M0.09%
Group One Trading, L.P.15,136$3.81M0.12%
Trexquant Investment LP10,067$2.53M0.06%
Exome Asset Management LLC8,553$2.15M2.13%
AlTi Global, Inc.7,804$1.96M0.06%
Affinity Asset Advisors, LLC7,500$1.89M0.38%
Summit Trail Advisors, LLC5,354$1.35M0.04%
HRT Financial LP4,784$1.20M0.01%
Dynamic Technology Lab Private Ltd4,754$1.20M0.13%
Adviser Investments LLC3,825$962.1K0.01%
Seaport Global Advisors, LLC3,393$853.5K2.04%
Pathstone Holdings, LLC3,068$771.7K0.00%
Teza Capital Management LLC2,693$677.4K0.11%
Atom Investors LP2,548$640.9K0.11%
Rhenman & Partners Asset Management AB2,500$628.9K0.06%
Virtu Financial LLC2,482$624.0K0.05%
Guggenheim Capital LLC2,152$541.3K0.00%
Two Sigma Investments, LP2,100$528.2K0.00%
Sofinnova Investments, Inc.2,000$503.1K0.03%
Employees Retirement System of Texas1,927$485.0K0.01%
Mercer Global Advisors Inc1,778$447.0K0.00%
Nomura Holdings Inc1,750$440.2K0.00%
Intech Investment Management LLC1,351$339.8K0.00%
Verition Fund Management LLC1,350$339.6K0.00%
Prospera Financial Services Inc1,350$339.6K0.01%
Gsa Capital Partners LLP1,321$332.0K0.03%
17 Capital Partners, LLC1,281$322.2K0.30%
Lecap Asset Management Ltd1,243$312.7K0.11%
Vident Advisory, LLC967$243.2K0.01%
Inceptionr LLC907$228.1K0.16%
JFG Wealth Management, LLC900$226.4K0.07%
JGP Global Gestao de Recursos Ltda.824$207.3K0.20%
Commonwealth Equity Services, LLC815$205.0K0.00%
Gotham Asset Management, LLC799$201.0K0.00%
Picton Mahoney Asset Management350$88.0K0.00%
Quest Partners LLC283$71.2K0.02%
Clear Street Markets LLC100$25.0K0.01%
GAMMA Investing LLC81$20.4K0.01%
EntryPoint Capital, LLC78$19.6K0.02%
Principal Securities, Inc.63$15.8K0.00%
Coppell Advisory Solutions LLC42$10.6K0.00%
CVA Family Office, LLC15$3.77K0.00%
Northwestern Mutual Wealth Management Co10$2.52K0.00%
Turtle Creek Wealth Advisors, LLC10$2.52K0.00%
Avion Wealth6$2.00K0.00%
Bokf, NA7$1.76K0.00%
SYSTM Wealth Solutions LLC6$1.51K0.00%
Caldwell Sutter Capital, Inc.5$1.26K0.00%
JJJ Advisors Inc.5$1.26K0.00%
Able Wealth Management LLC5$1.26K0.00%
Private Wealth Management Group, LLC4$1.01K0.00%
Ronald Blue Trust, Inc.3$1.00K0.00%
Abound Wealth Management3$7550.00%
Sachetta, LLC3$7550.00%
Versant Capital Management, Inc1$2520.00%
DiNuzzo Private Wealth, Inc.1$2520.00%
Smartleaf Asset Management LLC1$00.00%

Sold out (35)

Institutions that held Penumbra Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (6)

Institutions that held Penumbra Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEN in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Tiedemann Advisors, LLC7,804$1.89M
Virginia Retirement Systems Et Al5,100$1.23M
Polaris Wealth Advisory Group, LLC4,107$993.5K
Pathstone Family Office, LLC1,976$478.0K
Advisor Partners II, LLC1,069$258.6K
Steward Financial Group LLC4$0