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 |
|---|---|---|---|---|---|
| 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 |
| First Horizon Advisors, Inc. | 43 | $7.74K | 0.00% | +21+95.5% | Added |
| Coppell Advisory Solutions LLC | 42 | $7.56K | 0.00% | +42 | New |
| Lindbrook Capital, LLC | 38 | $6.84K | 0.00% | −12−24.0% | Reduced |
| LGT Financial Advisors LLC | 27 | $4.86K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 24 | $4.32K | 0.00% | +24 | New |
| Park Place Capital Corp | 23 | $4.14K | 0.00% | +23 | New |
| Sunbelt Securities, Inc. | 21 | $3.78K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 21 | $3.78K | 0.00% | +3+16.7% | Added |
| Key Financial Inc | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $3.24K | 0.00% | +1+5.9% | Added |
| MCF Advisors LLC | 17 | $3.06K | 0.00% | −7−29.2% | Reduced |
| Smithfield Trust Co | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $2.67K | 0.00% | +1+6.7% | Added |
| FinTrust Capital Advisors, LLC | 14 | $2.52K | 0.00% | +1+7.7% | Added |
| Umb Bank N A | 12 | $2.16K | 0.00% | +2+20.0% | Added |
| Triad Wealth Partners, LLC | 11 | $1.98K | 0.00% | +11 | New |
| Harbour Investments, Inc. | 10 | $1.80K | 0.00% | −8−44.4% | Reduced |
| Smartleaf Asset Management LLC | 10 | $1.75K | 0.00% | +3+42.9% | Added |
| Sachetta, LLC | 9 | $1.56K | 0.00% | +6+200.0% | Added |
| Spire Wealth Management | 8 | $1.44K | 0.00% | −2−20.0% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.44K | 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 |
| 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 |
| JJJ Advisors Inc. | 5 | $900 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $900 | 0.00% | +5 | 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 |
| Financial Network Wealth Advisors LLC | 3 | $540 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 2 | $360 | 0.00% | −3−60.0% | Reduced |
| Parkside Financial Bank & Trust | 2 | $360 | 0.00% | 00.0% | Unchanged |
| 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 |
| Avion Wealth | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,130,866−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −126,261−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −67,759−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −51,377−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −44,613−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −33,779−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −21,425−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,060−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −16,171−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −14,761−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,882−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −11,992−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,118−100.0% | Sold out |
| Exome Asset Management LLC | 0 | $0 | 0.00% | −7,353−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,162−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,714−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −5,343−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,011−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −3,118−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,914−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −2,167−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Paul Damon & Associates, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |