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, Q2 2024
Institutional positions in Penumbra Inc as of Jun 30, 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
- +3 vs. Q1 2024
- Shares held
- 35.6M
- +1.89M (+5.6%) vs. Q1 2024
- Total value
- $6.40B
- −$1.12B (−14.8%) vs. Q1 2024
- New holders
- 60
- 136 more added
- Sold out
- 57
- 105 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Manchester Capital Management LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $180 | 0.00% | +1 | New |
| Innealta Capital, LLC | 1 | $180 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $360 | 0.00% | −3−60.0% | Reduced |
| Parkside Financial Bank & Trust | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $540 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 4 | $720 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $720 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $720 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $900 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $900 | 0.00% | +5 | 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 |
| Bell Investment Advisors, Inc | 7 | $1.26K | 0.00% | −2−22.2% | Reduced |
| IFP Advisors, Inc | 7 | $1.26K | 0.00% | −1−12.5% | Reduced |
| Spire Wealth Management | 8 | $1.44K | 0.00% | −2−20.0% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $1.56K | 0.00% | +6+200.0% | Added |
| Smartleaf Asset Management LLC | 10 | $1.75K | 0.00% | +3+42.9% | Added |
| Harbour Investments, Inc. | 10 | $1.80K | 0.00% | −8−44.4% | Reduced |
| Triad Wealth Partners, LLC | 11 | $1.98K | 0.00% | +11 | New |
| Umb Bank N A | 12 | $2.16K | 0.00% | +2+20.0% | Added |
| FinTrust Capital Advisors, LLC | 14 | $2.52K | 0.00% | +1+7.7% | Added |
| EverSource Wealth Advisors, LLC | 16 | $2.67K | 0.00% | +1+6.7% | Added |
| CVA Family Office, LLC | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 17 | $3.06K | 0.00% | −7−29.2% | Reduced |
| CoreCap Advisors, LLC | 18 | $3.24K | 0.00% | +1+5.9% | Added |
| Key Financial Inc | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $3.78K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 21 | $3.78K | 0.00% | +3+16.7% | Added |
| Park Place Capital Corp | 23 | $4.14K | 0.00% | +23 | New |
| Crewe Advisors LLC | 24 | $4.32K | 0.00% | +24 | New |
| LGT Financial Advisors LLC | 27 | $4.86K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $6.84K | 0.00% | −12−24.0% | Reduced |
| Coppell Advisory Solutions LLC | 42 | $7.56K | 0.00% | +42 | New |
| First Horizon Advisors, Inc. | 43 | $7.74K | 0.00% | +21+95.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 45 | $8.00K | 0.00% | −63−58.3% | Reduced |
| NBC Securities, Inc. | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $9.00K | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 53 | $9.39K | 0.00% | +15+39.5% | Added |
| Nisa Investment Advisors, LLC | 58 | $10.4K | 0.00% | −355−86.0% | Reduced |
| Beacon Capital Management, LLC | 59 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $11.7K | 0.00% | +65 | New |
| Ashton Thomas Private Wealth, LLC | 66 | $11.9K | 0.00% | +66 | New |
| Ronald Blue Trust, Inc. | 56 | $12.5K | 0.00% | +56 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $13.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 74 | $13.3K | 0.00% | −20−21.3% | Reduced |
| GAMMA Investing LLC | 81 | $14.6K | 0.00% | −8−9.0% | Reduced |
| Massmutual Trust Co FSB | 96 | $17.3K | 0.00% | −3−3.0% | Reduced |
| Allworth Financial LP | 107 | $20.3K | 0.00% | −57−34.8% | Reduced |
| Huntington National Bank | 117 | $21.1K | 0.00% | −6−4.9% | Reduced |
| Parallel Advisors, LLC | 126 | $22.7K | 0.00% | +1+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 140 | $25.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 150 | $26.9K | 0.00% | −17−10.2% | Reduced |
| Mather Group, LLC. | 137 | $30.6K | 0.00% | +5+3.8% | Added |
| Signaturefd, LLC | 187 | $33.7K | 0.00% | −52−21.8% | Reduced |
| Quarry LP | 207 | $37.3K | 0.02% | −13−5.9% | Reduced |
| SRS Capital Advisors, Inc. | 248 | $44.6K | 0.00% | +248 | New |
| Fifth Third Bancorp | 280 | $50.4K | 0.00% | −126−31.0% | Reduced |
| Washington Trust Co | 300 | $54.0K | 0.00% | +300 | New |
| Proequities, Inc. | 330 | $59.4K | 0.00% | +330 | New |
| Principal Securities, Inc. | 349 | $62.8K | 0.00% | +239+217.3% | Added |
| Advisors Asset Management, Inc. | 373 | $67.1K | 0.00% | +33+9.7% | Added |
| Northwestern Mutual Wealth Management Co | 389 | $70.0K | 0.00% | +369+1,845.0% | Added |
| RiverPark Advisors, LLC | 396 | $71.3K | 0.06% | −111−21.9% | Reduced |
| Headlands Technologies LLC | 557 | $100.2K | 0.01% | +159+39.9% | Added |
| Quadrant Capital Group LLC | 565 | $101.7K | 0.01% | −130−18.7% | Reduced |
| Covestor Ltd | 649 | $117.0K | 0.08% | +112+20.9% | Added |
| EntryPoint Capital, LLC | 877 | $157.8K | 0.07% | +360+69.6% | Added |
| KBC Group NV | 891 | $160.0K | 0.00% | +108+13.8% | Added |
| Ci Investments Inc. | 937 | $169.0K | 0.00% | −86−8.4% | Reduced |
| Arcadia Investment Management Corp | 1,006 | $181.1K | 0.03% | +74+7.9% | Added |
| Leonteq Securities AG | 1,119 | $201.4K | 0.03% | +328+41.5% | Added |
| Profund Advisors LLC | 1,124 | $202.3K | 0.01% | −404−26.4% | Reduced |
| Lazard Asset Management LLC | 1,129 | $203.0K | 0.00% | +581+106.0% | Added |
| Tower Research Capital LLC (TRC) | 1,173 | $211.1K | 0.00% | −4,166−78.0% | Reduced |
| Concorde Asset Management, LLC | 1,175 | $211.5K | 0.13% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,192 | $214.5K | 0.00% | +1,192 | New |
| Commonwealth Equity Services, LLC | 1,195 | $215.0K | 0.00% | +1,195 | New |
| Sherbrooke Park Advisers LLC | 1,237 | $222.6K | 0.04% | +1,237 | New |
| Fifth Third Wealth Advisors LLC | 1,241 | $223.3K | 0.02% | +1,241 | New |
| M&T Bank Corp | 1,266 | $227.8K | 0.00% | −148−10.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,295 | $233.1K | 0.00% | +1,295 | New |
| Bridgefront Capital, LLC | 1,297 | $233.4K | 0.10% | +12+0.9% | Added |
| Walleye Trading LLC | 1,326 | $238.6K | 0.00% | −427−24.4% | Reduced |
| Brinker Capital Investments, LLC | 1,332 | $239.7K | 0.00% | +1,332 | New |
| Orion Portfolio Solutions, LLC | 1,332 | $239.7K | 0.00% | +1,332 | New |
| Atria Wealth Solutions, Inc. | 1,333 | $239.9K | 0.00% | +1,333 | New |
| Quent Capital, LLC | 1,350 | $243.0K | 0.03% | −426−24.0% | Reduced |
| Covenant Partners, LLC | 1,392 | $250.5K | 0.08% | +1,392 | New |
| 17 Capital Partners, LLC | 1,431 | $257.5K | 0.18% | +150+11.7% | Added |
| Canandaigua National Bank & Trust Co | 1,434 | $258.1K | 0.03% | +1,434 | New |
| Wedbush Securities Inc | 1,444 | $260.0K | 0.01% | +1,444 | New |
| Creative Planning | 1,503 | $270.5K | 0.00% | +348+30.1% | Added |
| MML Investors Services, LLC | 1,508 | $271.0K | 0.00% | +1,508 | New |