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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, 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.

Institutional holdersQ1 2024: 342 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 heldQ1 2024: $7.52B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2023.

Institutions holding PEN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First Manhattan Co37$8.26K0.00%+37New
LGT Financial Advisors LLC27$6.03K0.01%00.0%Unchanged
MCF Advisors LLC24$5.36K0.00%00.0%Unchanged
First Horizon Advisors, Inc.22$4.91K0.00%00.0%Unchanged
Sunbelt Securities, Inc.21$4.69K0.00%00.0%Unchanged
Key Financial Inc20$4.46K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co20$4.46K0.00%+10+100.0%Added
Harbour Investments, Inc.18$4.02K0.00%+10+125.0%Added
Meeder Asset Management Inc18$4.02K0.00%+18New
Valley National Advisers Inc21$4.00K0.00%00.0%Unchanged
Smithfield Trust Co17$4.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC17$3.79K0.00%+17New
Farmers & Merchants Investments Inc16$3.57K0.00%00.0%Unchanged
CVA Family Office, LLC15$3.35K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC15$2.95K0.00%+6+66.7%Added
FinTrust Capital Advisors, LLC13$2.90K0.00%+13New
Spire Wealth Management10$2.23K0.00%00.0%Unchanged
Umb Bank N A10$2.23K0.00%+10New
GWM Advisors LLC10$2.23K0.00%00.0%Unchanged
Bell Investment Advisors, Inc9$2.01K0.00%+2+28.6%Added
Avion Wealth6$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$1.78K0.00%00.0%Unchanged
IFP Advisors, Inc8$1.78K0.00%+7+700.0%Added
Smartleaf Asset Management LLC7$1.58K0.00%+6+600.0%Added
Bokf, NA7$1.52K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC6$1.34K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$1.12K0.00%00.0%Unchanged
JJJ Advisors Inc.5$1.12K0.00%00.0%Unchanged
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
Private Wealth Management Group, LLC4$8930.00%00.0%Unchanged
TD Private Client Wealth LLC4$8930.00%+4New
Riggs Asset Managment Co. Inc.4$8930.00%+4New
Richardson Financial Services Inc.4$8930.00%+4New
Clearstead Advisors, LLC4$8200.00%00.0%Unchanged
Sachetta, LLC3$7550.00%00.0%Unchanged
Parkside Financial Bank & Trust2$4480.00%00.0%Unchanged
Manchester Capital Management LLC1$2240.00%00.0%Unchanged
SJS Investment Consulting Inc.1$2240.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.1$2240.00%00.0%Unchanged
Versant Capital Management, Inc1$2230.00%00.0%Unchanged
Braun Stacey Associates Inc0$00.00%−56,624−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−34,579−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−24,000−100.0%Sold out
Silverarc Capital Management, LLC0$00.00%−20,000−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−15,000−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−8,572−100.0%Sold out
Affinity Asset Advisors, LLC0$00.00%−7,500−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−4,602−100.0%Sold out
Quadrature Capital Ltd0$00.00%−2,820−100.0%Sold out
Destination Wealth Management0$00.00%−2,819−100.0%Sold out
Teza Capital Management LLC0$00.00%−2,693−100.0%Sold out
Atom Investors LP0$00.00%−2,548−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−2,100−100.0%Sold out
Sofinnova Investments, Inc.0$00.00%−2,000−100.0%Sold out
Nomura Holdings Inc0$00.00%−1,750−100.0%Sold out
SG Americas Securities, LLC0$00.00%−1,423−100.0%Sold out
MML Investors Services, LLC0$00.00%−1,357−100.0%Sold out
Intech Investment Management LLC0$00.00%−1,351−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−1,013−100.0%Sold out
Financial Counselors Inc0$00.00%−925−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−918−100.0%Sold out
JFG Wealth Management, LLC0$00.00%−900−100.0%Sold out
Wescott Financial Advisory Group, LLC0$00.00%−850−100.0%Sold out
Independent Advisor Alliance0$00.00%−838−100.0%Sold out
JGP Global Gestao de Recursos Ltda.0$00.00%−824−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−815−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−640−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−545−100.0%Sold out
HM Payson & Co0$00.00%−500−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−350−100.0%Sold out
M&R Capital Management Inc0$00.00%−203−100.0%Sold out
Clear Street Markets LLC0$00.00%−100−100.0%Sold out
Glassman Wealth Services0$00.00%−38−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−20−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−6−100.0%Sold out
Caldwell Sutter Capital, Inc.0$00.00%−5−100.0%Sold out
Able Wealth Management LLC0$00.00%−5−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−3−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−5−100.0%Sold out
Abound Wealth Management0$00.00%−3−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−1−100.0%Sold out
Coppell Advisory Solutions LLC––––Not filed
Baystate Wealth Management LLC––––Not filed