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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 3,155 | $704.1K | 0.02% | −100−3.1% | Reduced |
| Van Eck Associates Corp | 3,129 | $698.0K | 0.00% | +3,129 | New |
| Cinctive Capital Management LP | 3,118 | $695.9K | 0.04% | +3,118 | New |
| Janney Montgomery Scott LLC | 3,088 | $689.0K | 0.00% | +3,088 | New |
| Seven Eight Capital, LP | 3,046 | $679.8K | 0.07% | +3,046 | New |
| Rathbone Brothers plc | 3,000 | $669.5K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 2,914 | $650.3K | 0.34% | +2,914 | New |
| Leavell Investment Management, Inc. | 2,900 | $647.0K | 0.04% | −1,100−27.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,872 | $641.0K | 0.01% | +59+2.1% | Added |
| CI Private Wealth, LLC | 2,861 | $638.5K | 0.00% | −854−23.0% | Reduced |
| Vestcor Inc | 2,806 | $626.0K | 0.02% | +2,806 | New |
| HSBC Holdings PLC | 2,766 | $617.4K | 0.00% | −485−14.9% | Reduced |
| Maryland State Retirement & Pension System | 2,765 | $579.7K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,567 | $572.9K | 0.00% | −185−6.7% | Reduced |
| QRG Capital Management, Inc. | 2,547 | $568.4K | 0.01% | −573−18.4% | Reduced |
| VCI Wealth Management LLC | 2,487 | $555.0K | 0.38% | +2,487 | New |
| The PNC Financial Services Group, Inc. | 2,371 | $529.2K | 0.00% | +738+45.2% | Added |
| Royal Bank of Canada | 2,298 | $514.0K | 0.00% | −146−6.0% | Reduced |
| Abbot Financial Management, Inc. | 2,238 | $499.5K | 0.28% | +156+7.5% | Added |
| Seaport Global Advisors, LLC | 2,225 | $496.6K | 1.01% | −1,168−34.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 2,167 | $483.6K | 0.01% | −17,409−88.9% | Reduced |
| Blueshift Asset Management, LLC | 2,157 | $481.4K | 0.25% | +2,157 | New |
| HighTower Advisors, LLC | 2,122 | $473.0K | 0.00% | +153+7.8% | Added |
| ProShare Advisors LLC | 2,109 | $470.7K | 0.00% | −195−8.5% | Reduced |
| Keebeck Alpha, LP | 2,069 | $461.8K | 0.30% | +851+69.9% | Added |
| Mercer Global Advisors Inc | 2,063 | $460.0K | 0.00% | +285+16.0% | Added |
| Two Sigma Securities, LLC | 1,931 | $431.0K | 0.02% | +1,931 | New |
| Yorktown Management & Research Co Inc | 1,850 | $412.9K | 0.39% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,837 | $410.0K | 0.06% | +1,837 | New |
| Axq Capital, LP | 1,820 | $406.2K | 0.10% | +1,820 | New |
| Gsa Capital Partners LLP | 1,792 | $400.0K | 0.03% | +471+35.7% | Added |
| Quent Capital, LLC | 1,776 | $396.4K | 0.05% | +1,766+17,660.0% | Added |
| Walleye Trading LLC | 1,753 | $391.2K | 0.01% | +444+33.9% | Added |
| Campbell & CO Investment Adviser LLC | 1,722 | $384.3K | 0.03% | +1,722 | New |
| Silvercrest Asset Management Group LLC | 1,680 | $374.9K | 0.00% | +55+3.4% | Added |
| Shelton Capital Management | 1,630 | $363.8K | 0.01% | +758+86.9% | Added |
| D. E. Shaw & Co., Inc. | 1,559 | $347.9K | 0.00% | +1,559 | New |
| Profund Advisors LLC | 1,528 | $341.0K | 0.01% | +274+21.9% | Added |
| PDT Partners, LLC | 1,521 | $339.5K | 0.03% | −15−1.0% | Reduced |
| Norden Group LLC | 1,438 | $320.9K | 0.07% | +1,438 | New |
| NEOS Investment Management LLC | 1,433 | $319.8K | 0.02% | +1,433 | New |
| Cynosure Management, LLC | 1,427 | $318.5K | 0.06% | +1,427 | New |
| M&T Bank Corp | 1,414 | $315.9K | 0.00% | +34+2.5% | Added |
| Alliance Wealth Advisors, LLC | 1,331 | $297.1K | 0.09% | +1,331 | New |
| Bridgefront Capital, LLC | 1,285 | $286.8K | 0.22% | +1,285 | New |
| 17 Capital Partners, LLC | 1,281 | $285.9K | 0.21% | 00.0% | Unchanged |
| HRT Financial LP | 1,244 | $277.0K | 0.00% | −3,540−74.0% | Reduced |
| Aigen Investment Management, LP | 1,238 | $276.3K | 0.06% | −1,207−49.4% | Reduced |
| Prospera Financial Services Inc | 1,180 | $263.3K | 0.01% | −170−12.6% | Reduced |
| Concorde Asset Management, LLC | 1,175 | $262.2K | 0.18% | 00.0% | Unchanged |
| Creative Planning | 1,155 | $257.8K | 0.00% | +149+14.8% | Added |
| Cutler Group LP | 1,100 | $245.0K | 0.12% | +1,100 | New |
| Envestnet Portfolio Solutions, Inc. | 1,082 | $241.5K | 0.00% | +1,082 | New |
| Coldstream Capital Management Inc | 1,037 | $231.4K | 0.01% | +40+4.0% | Added |
| Ci Investments Inc. | 1,023 | $228.0K | 0.00% | +456+80.4% | Added |
| Paul Damon & Associates, Inc. | 1,000 | $223.2K | 0.16% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 994 | $221.8K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 990 | $220.9K | 0.02% | +990 | New |
| Meiji Yasuda Asset Management Co Ltd. | 989 | $220.7K | 0.01% | +989 | New |
| Simplex Trading, LLC | 989 | $220.0K | 0.01% | −7,322−88.1% | Reduced |
| Integrated Wealth Concepts LLC | 947 | $211.3K | 0.00% | +21+2.3% | Added |
| Vident Advisory, LLC | 945 | $210.9K | 0.00% | −22−2.3% | Reduced |
| Arcadia Investment Management Corp | 932 | $208.0K | 0.04% | +839+902.2% | Added |
| Artemis Investment Management LLP | 930 | $207.5K | 0.00% | −1,338−59.0% | Reduced |
| Cetera Investment Advisers | 911 | $203.3K | 0.00% | +911 | New |
| Shell Asset Management Co | 1,068 | $192.0K | 0.01% | −107−9.1% | Reduced |
| Quest Partners LLC | 812 | $181.2K | 0.03% | +529+186.9% | Added |
| Leonteq Securities AG | 791 | $176.5K | 0.02% | +156+24.6% | Added |
| KBC Group NV | 783 | $175.0K | 0.00% | +86+12.3% | Added |
| Quadrant Capital Group LLC | 695 | $155.1K | 0.01% | −27−3.7% | Reduced |
| Lazard Asset Management LLC | 548 | $122.0K | 0.00% | −12−2.1% | Reduced |
| Covestor Ltd | 537 | $120.0K | 0.08% | +6+1.1% | Added |
| EntryPoint Capital, LLC | 517 | $115.4K | 0.10% | +439+562.8% | Added |
| RiverPark Advisors, LLC | 507 | $113.2K | 0.09% | +397+360.9% | Added |
| CWM, LLC | 491 | $110.0K | 0.00% | −20−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 462 | $103.1K | 0.00% | −2,067−81.7% | Reduced |
| Nisa Investment Advisors, LLC | 413 | $92.2K | 0.00% | +55+15.4% | Added |
| Fifth Third Bancorp | 406 | $90.6K | 0.00% | +28+7.4% | Added |
| Headlands Technologies LLC | 398 | $88.8K | 0.02% | +398 | New |
| Federation des caisses Desjardins du Quebec | 378 | $84.4K | 0.00% | −51,549−99.3% | Reduced |
| Advisors Asset Management, Inc. | 340 | $75.9K | 0.00% | −76−18.3% | Reduced |
| Signaturefd, LLC | 239 | $53.3K | 0.00% | +24+11.2% | Added |
| Quarry LP | 220 | $49.1K | 0.02% | +170+340.0% | Added |
| Allworth Financial LP | 164 | $36.6K | 0.00% | +131+397.0% | Added |
| CIBC Private Wealth Group, LLC | 167 | $36.3K | 0.00% | +167 | New |
| Mather Group, LLC. | 132 | $33.2K | 0.00% | +132 | New |
| Steward Partners Investment Advisory, LLC | 140 | $31.2K | 0.00% | −5−3.4% | Reduced |
| Parallel Advisors, LLC | 125 | $27.9K | 0.00% | +11+9.6% | Added |
| Huntington National Bank | 123 | $27.4K | 0.00% | −236−65.7% | Reduced |
| Principal Securities, Inc. | 110 | $24.6K | 0.00% | +47+74.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 108 | $24.0K | 0.00% | +2+1.9% | Added |
| Massmutual Trust Co FSB | 99 | $22.1K | 0.00% | +4+4.2% | Added |
| Global Retirement Partners, LLC | 94 | $21.0K | 0.00% | +10+11.9% | Added |
| GAMMA Investing LLC | 89 | $19.9K | 0.00% | +8+9.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $16.3K | 0.01% | +73 | New |
| Beacon Capital Management, LLC | 59 | $13.2K | 0.00% | −21−26.3% | Reduced |
| Lindbrook Capital, LLC | 50 | $11.2K | 0.00% | −5−9.1% | Reduced |
| Sandy Spring Bank | 50 | $11.2K | 0.00% | +50 | New |
| NBC Securities, Inc. | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 38 | $8.26K | 0.00% | +1+2.7% | Added |