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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.

13F holders, Q4 2023

Institutional positions in Penumbra Inc as of Dec 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
339
+28 vs. Q3 2023
Shares held
34.4M
+1.42M (+4.3%) vs. Q3 2023
Total value
$8.66B
+$659.1M (+8.2%) vs. Q3 2023
New holders
63
114 more added
Sold out
35
121 more reduced

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 339 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 heldQ4 2023: $8.66B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2023.

Institutions holding PEN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Key Financial Inc20$5.03K0.00%00.0%Unchanged
Valley National Advisers Inc21$5.00K0.00%+16+320.0%Added
Farmers & Merchants Investments Inc16$4.03K0.00%00.0%Unchanged
Smithfield Trust Co17$4.00K0.00%−11−39.3%Reduced
CVA Family Office, LLC15$3.77K0.00%+15New
Northwestern Mutual Wealth Management Co10$2.52K0.00%+10New
Quent Capital, LLC10$2.52K0.00%00.0%Unchanged
GWM Advisors LLC10$2.52K0.00%+2+25.0%Added
Turtle Creek Wealth Advisors, LLC10$2.52K0.00%+10New
Spire Wealth Management10$2.50K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC9$2.26K0.00%+7+350.0%Added
Raffa Wealth Management, LLC8$2.01K0.00%00.0%Unchanged
Harbour Investments, Inc.8$2.01K0.00%+2+33.3%Added
Avion Wealth6$2.00K0.00%+6New
Bell Investment Advisors, Inc7$1.76K0.00%+2+40.0%Added
Bokf, NA7$1.76K0.00%+7New
SYSTM Wealth Solutions LLC6$1.51K0.00%+6New
USA Financial Portformulas Corp6$1.51K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$1.26K0.00%+3+150.0%Added
Caldwell Sutter Capital, Inc.5$1.26K0.00%+5New
JJJ Advisors Inc.5$1.26K0.00%+5New
Able Wealth Management LLC5$1.26K0.00%+5New
Clearstead Advisors, LLC4$1.01K0.00%00.0%Unchanged
Private Wealth Management Group, LLC4$1.01K0.00%+4New
Psagot Value Holdings Ltd. / (Israel)5$1.00K0.00%−3−37.5%Reduced
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
Ronald Blue Trust, Inc.3$1.00K0.00%+3New
Abound Wealth Management3$7550.00%+3New
Sachetta, LLC3$7550.00%+3New
Parkside Financial Bank & Trust2$5040.00%−1−33.3%Reduced
IFP Advisors, Inc1$2520.00%−60−98.4%Reduced
AdvisorNet Financial, Inc1$2520.00%−1−50.0%Reduced
SJS Investment Consulting Inc.1$2520.00%−1−50.0%Reduced
Manchester Capital Management LLC1$2520.00%00.0%Unchanged
Versant Capital Management, Inc1$2520.00%+1New
DiNuzzo Private Wealth, Inc.1$2520.00%+1New
Smartleaf Asset Management LLC1$00.00%+1New
First Trust Advisors LP0$00.00%−98,463−100.0%Sold out
Woodline Partners LP0$00.00%−43,752−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−16,019−100.0%Sold out
Prosight Management, LP0$00.00%−13,500−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−11,990−100.0%Sold out
Empowered Funds, LLC0$00.00%−11,513−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−9,486−100.0%Sold out
F/M Investments LLC0$00.00%−8,461−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−7,507−100.0%Sold out
Zacks Investment Management0$00.00%−7,322−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−6,970−100.0%Sold out
Castleark Management LLC0$00.00%−4,718−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−4,099−100.0%Sold out
STRS Ohio0$00.00%−3,435−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−3,071−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−2,054−100.0%Sold out
Calamos Advisors LLC0$00.00%−1,927−100.0%Sold out
Stifel Financial Corp0$00.00%−1,749−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,561−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−1,123−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−1,005−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−1,000−100.0%Sold out
Spouting Rock Asset Management, LLC0$00.00%−930−100.0%Sold out
Titleist Asset Management, LLC0$00.00%−900−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−900−100.0%Sold out
National Bank of Canada0$00.00%−498−100.0%Sold out
Twin Tree Management, LP0$00.00%−221−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−144−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−61−100.0%Sold out
VitalStone Financial, LLC0$00.00%−34−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−10−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−8−100.0%Sold out
Lee Financial Co0$00.00%−7−100.0%Sold out
Macroview Investment Management LLC0$00.00%−3−100.0%Sold out
Sofos Investments, Inc.0$00.00%0Sold out
Tiedemann Advisors, LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Polaris Wealth Advisory Group, LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Steward Financial Group LLC––––Not filed