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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 3,126 | $562.6K | 0.00% | +1,446+86.1% | Added |
| Janney Montgomery Scott LLC | 3,088 | $556.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,075 | $553.0K | 0.00% | −54−1.7% | Reduced |
| Securian Asset Management, Inc | 3,055 | $549.8K | 0.02% | −100−3.2% | Reduced |
| Cerity Partners LLC | 3,029 | $545.1K | 0.00% | +3,029 | New |
| Quest Partners LLC | 3,027 | $544.8K | 0.07% | +2,215+272.8% | Added |
| Rathbone Brothers plc | 3,000 | $539.9K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,000 | $539.9K | 0.58% | +1,150+62.2% | Added |
| Leavell Investment Management, Inc. | 2,900 | $522.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,864 | $515.4K | 0.01% | −2,480−46.4% | Reduced |
| CI Private Wealth, LLC | 2,862 | $515.1K | 0.00% | +10.0% | Added |
| Blueshift Asset Management, LLC | 2,858 | $514.4K | 0.17% | +701+32.5% | Added |
| Vestcor Inc | 2,806 | $505.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,766 | $497.8K | 0.00% | +395+16.7% | Added |
| Maryland State Retirement & Pension System | 2,765 | $497.6K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 2,576 | $463.6K | 0.00% | +2,576 | New |
| Abbot Financial Management, Inc. | 2,542 | $457.5K | 0.25% | +304+13.6% | Added |
| Crossmark Global Holdings, Inc. | 2,538 | $457.0K | 0.01% | −334−11.6% | Reduced |
| Prudential Financial Inc | 2,271 | $408.7K | 0.00% | −296−11.5% | Reduced |
| Graham Capital Management, L.P. | 2,266 | $407.8K | 0.01% | −1,875−45.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,220 | $399.5K | 0.03% | +498+28.9% | Added |
| Portside Wealth Group, LLC | 2,202 | $396.3K | 0.08% | +2,202 | New |
| nVerses Capital, LLC | 2,200 | $395.9K | 0.24% | +2,200 | New |
| QRG Capital Management, Inc. | 2,187 | $393.6K | 0.00% | −360−14.1% | Reduced |
| ProShare Advisors LLC | 2,171 | $390.7K | 0.00% | +62+2.9% | Added |
| Advisor Group Holdings, Inc. | 2,165 | $389.6K | 0.00% | +1,703+368.6% | Added |
| Verition Fund Management LLC | 2,100 | $377.9K | 0.00% | −7,713−78.6% | Reduced |
| Cynosure Management, LLC | 2,044 | $367.9K | 0.06% | +617+43.2% | Added |
| Knollwood Investment Advisory, LLC | 2,013 | $362.3K | 0.04% | +2,013 | New |
| Mercer Global Advisors Inc | 1,938 | $350.9K | 0.00% | −125−6.1% | Reduced |
| Brevan Howard Capital Management LP | 1,878 | $338.0K | 0.02% | +1,878 | New |
| Cetera Investment Advisers | 1,805 | $324.8K | 0.00% | +894+98.1% | Added |
| Omers Administration Corp | 1,700 | $305.9K | 0.00% | +1,700 | New |
| Vident Advisory, LLC | 1,686 | $303.4K | 0.01% | +741+78.4% | Added |
| Legacy Wealth Asset Management, LLC | 1,666 | $299.8K | 0.08% | +1,666 | New |
| We Are One Seven, LLC | 1,654 | $297.7K | 0.01% | +1,654 | New |
| Park Avenue Securities LLC | 1,649 | $297.0K | 0.00% | +1,649 | New |
| Los Angeles Capital Management LLC | 1,604 | $288.7K | 0.00% | +1,604 | New |
| NEOS Investment Management LLC | 1,574 | $283.3K | 0.01% | +141+9.8% | Added |
| XTX Topco Ltd | 1,570 | $282.6K | 0.02% | −5,407−77.5% | Reduced |
| CWM, LLC | 1,550 | $279.0K | 0.00% | +1,059+215.7% | Added |
| Shelton Capital Management | 1,521 | $273.7K | 0.01% | −109−6.7% | Reduced |
| MML Investors Services, LLC | 1,508 | $271.0K | 0.00% | +1,508 | New |
| Creative Planning | 1,503 | $270.5K | 0.00% | +348+30.1% | Added |
| Wedbush Securities Inc | 1,444 | $260.0K | 0.01% | +1,444 | New |
| Canandaigua National Bank & Trust Co | 1,434 | $258.1K | 0.03% | +1,434 | New |
| 17 Capital Partners, LLC | 1,431 | $257.5K | 0.18% | +150+11.7% | Added |
| Covenant Partners, LLC | 1,392 | $250.5K | 0.08% | +1,392 | New |
| Quent Capital, LLC | 1,350 | $243.0K | 0.03% | −426−24.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,333 | $239.9K | 0.00% | +1,333 | New |
| 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 |
| Walleye Trading LLC | 1,326 | $238.6K | 0.00% | −427−24.4% | Reduced |
| Bridgefront Capital, LLC | 1,297 | $233.4K | 0.10% | +12+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,295 | $233.1K | 0.00% | +1,295 | New |
| M&T Bank Corp | 1,266 | $227.8K | 0.00% | −148−10.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,241 | $223.3K | 0.02% | +1,241 | New |
| Sherbrooke Park Advisers LLC | 1,237 | $222.6K | 0.04% | +1,237 | New |
| Commonwealth Equity Services, LLC | 1,195 | $215.0K | 0.00% | +1,195 | New |
| Nomura Holdings Inc | 1,192 | $214.5K | 0.00% | +1,192 | New |
| Concorde Asset Management, LLC | 1,175 | $211.5K | 0.13% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,173 | $211.1K | 0.00% | −4,166−78.0% | Reduced |
| Lazard Asset Management LLC | 1,129 | $203.0K | 0.00% | +581+106.0% | Added |
| Profund Advisors LLC | 1,124 | $202.3K | 0.01% | −404−26.4% | Reduced |
| Leonteq Securities AG | 1,119 | $201.4K | 0.03% | +328+41.5% | Added |
| Arcadia Investment Management Corp | 1,006 | $181.1K | 0.03% | +74+7.9% | Added |
| Ci Investments Inc. | 937 | $169.0K | 0.00% | −86−8.4% | Reduced |
| KBC Group NV | 891 | $160.0K | 0.00% | +108+13.8% | Added |
| EntryPoint Capital, LLC | 877 | $157.8K | 0.07% | +360+69.6% | Added |
| Covestor Ltd | 649 | $117.0K | 0.08% | +112+20.9% | Added |
| Quadrant Capital Group LLC | 565 | $101.7K | 0.01% | −130−18.7% | Reduced |
| Headlands Technologies LLC | 557 | $100.2K | 0.01% | +159+39.9% | Added |
| RiverPark Advisors, LLC | 396 | $71.3K | 0.06% | −111−21.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 389 | $70.0K | 0.00% | +369+1,845.0% | Added |
| Advisors Asset Management, Inc. | 373 | $67.1K | 0.00% | +33+9.7% | Added |
| Principal Securities, Inc. | 349 | $62.8K | 0.00% | +239+217.3% | Added |
| Proequities, Inc. | 330 | $59.4K | 0.00% | +330 | New |
| Washington Trust Co | 300 | $54.0K | 0.00% | +300 | New |
| Fifth Third Bancorp | 280 | $50.4K | 0.00% | −126−31.0% | Reduced |
| SRS Capital Advisors, Inc. | 248 | $44.6K | 0.00% | +248 | New |
| Quarry LP | 207 | $37.3K | 0.02% | −13−5.9% | Reduced |
| Signaturefd, LLC | 187 | $33.7K | 0.00% | −52−21.8% | Reduced |
| Mather Group, LLC. | 137 | $30.6K | 0.00% | +5+3.8% | Added |
| CIBC Private Wealth Group, LLC | 150 | $26.9K | 0.00% | −17−10.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 140 | $25.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 126 | $22.7K | 0.00% | +1+0.8% | Added |
| Huntington National Bank | 117 | $21.1K | 0.00% | −6−4.9% | Reduced |
| Allworth Financial LP | 107 | $20.3K | 0.00% | −57−34.8% | Reduced |
| Massmutual Trust Co FSB | 96 | $17.3K | 0.00% | −3−3.0% | Reduced |
| GAMMA Investing LLC | 81 | $14.6K | 0.00% | −8−9.0% | Reduced |
| Global Retirement Partners, LLC | 74 | $13.3K | 0.00% | −20−21.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 56 | $12.5K | 0.00% | +56 | New |
| Ashton Thomas Private Wealth, LLC | 66 | $11.9K | 0.00% | +66 | New |
| Rothschild Investment LLC | 65 | $11.7K | 0.00% | +65 | New |
| Beacon Capital Management, LLC | 59 | $10.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 58 | $10.4K | 0.00% | −355−86.0% | Reduced |
| Farther Finance Advisors, LLC | 53 | $9.39K | 0.00% | +15+39.5% | Added |
| Sandy Spring Bank | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $9.00K | 0.00% | +50 | New |