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, Q1 2024
Institutional positions in Penumbra Inc as of Mar 31, 2024. 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
- 342
- +5 vs. Q4 2023
- Shares held
- 33.7M
- −727.8K (−2.1%) vs. Q4 2023
- Total value
- $7.52B
- −$1.14B (−13.2%) vs. Q4 2023
- New holders
- 47
- 139 more added
- Sold out
- 42
- 105 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 451 | $10.8B |
| Q1 2026 | 485 | $11.1B |
| Q4 2025 | 440 | $11.4B |
| Q3 2025 | 421 | $9.19B |
| Q2 2025 | 451 | $9.18B |
| Q1 2025 | 421 | $9.39B |
| Q4 2024 | 372 | $8.30B |
| Q3 2024 | 334 | $6.85B |
| Q2 2024 | 342 | $6.40B |
| Q1 2024 | 342 | $7.52B |
| Q4 2023 | 339 | $8.66B |
| Q3 2023 | 317 | $8.01B |
| Q2 2023 | 364 | $11.8B |
| Q1 2023 | 312 | $9.74B |
| Q4 2022 | 290 | $7.67B |
| Q3 2022 | 261 | $6.06B |
| Q2 2022 | 255 | $3.91B |
| Q1 2022 | 280 | $6.71B |
| Q4 2021 | 279 | $8.72B |
| Q3 2021 | 280 | $7.94B |
| Q2 2021 | 287 | $8.17B |
| Q1 2021 | 273 | $8.40B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1 | $223 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $224 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $224 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $224 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $448 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $755 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $820 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $893 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $893 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $893 | 0.00% | +4 | New |
| Richardson Financial Services Inc. | 4 | $893 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 7 | $1.52K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7 | $1.58K | 0.00% | +6+600.0% | Added |
| Raffa Wealth Management, LLC | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8 | $1.78K | 0.00% | +7+700.0% | Added |
| Avion Wealth | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $2.01K | 0.00% | +2+28.6% | Added |
| GWM Advisors LLC | 10 | $2.23K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $2.23K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 10 | $2.23K | 0.00% | +10 | New |
| FinTrust Capital Advisors, LLC | 13 | $2.90K | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 15 | $2.95K | 0.00% | +6+66.7% | Added |
| CVA Family Office, LLC | 15 | $3.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $3.57K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 17 | $3.79K | 0.00% | +17 | New |
| Valley National Advisers Inc | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $4.02K | 0.00% | +10+125.0% | Added |
| Meeder Asset Management Inc | 18 | $4.02K | 0.00% | +18 | New |
| Key Financial Inc | 20 | $4.46K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20 | $4.46K | 0.00% | +10+100.0% | Added |
| Sunbelt Securities, Inc. | 21 | $4.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 22 | $4.91K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $5.36K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 27 | $6.03K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 37 | $8.26K | 0.00% | +37 | New |
| Farther Finance Advisors, LLC | 38 | $8.26K | 0.00% | +1+2.7% | Added |
| NBC Securities, Inc. | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 50 | $11.2K | 0.00% | −5−9.1% | Reduced |
| Sandy Spring Bank | 50 | $11.2K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 59 | $13.2K | 0.00% | −21−26.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $16.3K | 0.01% | +73 | New |
| GAMMA Investing LLC | 89 | $19.9K | 0.00% | +8+9.9% | Added |
| Global Retirement Partners, LLC | 94 | $21.0K | 0.00% | +10+11.9% | Added |
| Massmutual Trust Co FSB | 99 | $22.1K | 0.00% | +4+4.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 108 | $24.0K | 0.00% | +2+1.9% | Added |
| Principal Securities, Inc. | 110 | $24.6K | 0.00% | +47+74.6% | Added |
| Huntington National Bank | 123 | $27.4K | 0.00% | −236−65.7% | Reduced |
| Parallel Advisors, LLC | 125 | $27.9K | 0.00% | +11+9.6% | Added |
| Steward Partners Investment Advisory, LLC | 140 | $31.2K | 0.00% | −5−3.4% | Reduced |
| Mather Group, LLC. | 132 | $33.2K | 0.00% | +132 | New |
| CIBC Private Wealth Group, LLC | 167 | $36.3K | 0.00% | +167 | New |
| Allworth Financial LP | 164 | $36.6K | 0.00% | +131+397.0% | Added |
| Quarry LP | 220 | $49.1K | 0.02% | +170+340.0% | Added |
| Signaturefd, LLC | 239 | $53.3K | 0.00% | +24+11.2% | Added |
| Advisors Asset Management, Inc. | 340 | $75.9K | 0.00% | −76−18.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 378 | $84.4K | 0.00% | −51,549−99.3% | Reduced |
| Headlands Technologies LLC | 398 | $88.8K | 0.02% | +398 | New |
| Fifth Third Bancorp | 406 | $90.6K | 0.00% | +28+7.4% | Added |
| Nisa Investment Advisors, LLC | 413 | $92.2K | 0.00% | +55+15.4% | Added |
| Advisor Group Holdings, Inc. | 462 | $103.1K | 0.00% | −2,067−81.7% | Reduced |
| CWM, LLC | 491 | $110.0K | 0.00% | −20−3.9% | Reduced |
| RiverPark Advisors, LLC | 507 | $113.2K | 0.09% | +397+360.9% | Added |
| EntryPoint Capital, LLC | 517 | $115.4K | 0.10% | +439+562.8% | Added |
| Covestor Ltd | 537 | $120.0K | 0.08% | +6+1.1% | Added |
| Lazard Asset Management LLC | 548 | $122.0K | 0.00% | −12−2.1% | Reduced |
| Quadrant Capital Group LLC | 695 | $155.1K | 0.01% | −27−3.7% | Reduced |
| KBC Group NV | 783 | $175.0K | 0.00% | +86+12.3% | Added |
| Leonteq Securities AG | 791 | $176.5K | 0.02% | +156+24.6% | Added |
| Quest Partners LLC | 812 | $181.2K | 0.03% | +529+186.9% | Added |
| Shell Asset Management Co | 1,068 | $192.0K | 0.01% | −107−9.1% | Reduced |
| Cetera Investment Advisers | 911 | $203.3K | 0.00% | +911 | New |
| Artemis Investment Management LLP | 930 | $207.5K | 0.00% | −1,338−59.0% | Reduced |
| Arcadia Investment Management Corp | 932 | $208.0K | 0.04% | +839+902.2% | Added |
| Vident Advisory, LLC | 945 | $210.9K | 0.00% | −22−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 947 | $211.3K | 0.00% | +21+2.3% | Added |
| Simplex Trading, LLC | 989 | $220.0K | 0.01% | −7,322−88.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 989 | $220.7K | 0.01% | +989 | New |
| Petrus Trust Company, LTA | 990 | $220.9K | 0.02% | +990 | New |
| CIBC Asset Management Inc | 994 | $221.8K | 0.00% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 1,000 | $223.2K | 0.16% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,023 | $228.0K | 0.00% | +456+80.4% | Added |
| Coldstream Capital Management Inc | 1,037 | $231.4K | 0.01% | +40+4.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,082 | $241.5K | 0.00% | +1,082 | New |
| Cutler Group LP | 1,100 | $245.0K | 0.12% | +1,100 | New |
| Creative Planning | 1,155 | $257.8K | 0.00% | +149+14.8% | Added |
| Concorde Asset Management, LLC | 1,175 | $262.2K | 0.18% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,180 | $263.3K | 0.01% | −170−12.6% | Reduced |
| Aigen Investment Management, LP | 1,238 | $276.3K | 0.06% | −1,207−49.4% | Reduced |
| HRT Financial LP | 1,244 | $277.0K | 0.00% | −3,540−74.0% | Reduced |
| 17 Capital Partners, LLC | 1,281 | $285.9K | 0.21% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,285 | $286.8K | 0.22% | +1,285 | New |
| Alliance Wealth Advisors, LLC | 1,331 | $297.1K | 0.09% | +1,331 | New |
| M&T Bank Corp | 1,414 | $315.9K | 0.00% | +34+2.5% | Added |