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, Q3 2024
Institutional positions in Penumbra Inc as of Sep 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
- 334
- −3 vs. Q2 2024
- Shares held
- 35.2M
- +3.95M (+12.6%) vs. Q2 2024
- Total value
- $6.85B
- +$1.22B (+21.7%) vs. Q2 2024
- New holders
- 51
- 102 more added
- Sold out
- 54
- 140 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $195 | 0.00% | −1−50.0% | Reduced |
| Manchester Capital Management LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $389 | 0.00% | −5−71.4% | Reduced |
| AdvisorNet Financial, Inc | 2 | $389 | 0.00% | −3−60.0% | Reduced |
| Sachetta, LLC | 3 | $583 | 0.00% | −6−66.7% | Reduced |
| Financial Network Wealth Advisors LLC | 3 | $583 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $777 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $778 | 0.00% | 00.0% | Unchanged |
| 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 |
| Raffa Wealth Management, LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $1.75K | 0.00% | +2+28.6% | Added |
| Venturi Wealth Management, LLC | 10 | $1.94K | 0.00% | +10 | New |
| Hemington Wealth Management | 9 | $2.00K | 0.00% | +9 | New |
| J.Safra Asset Management Corp | 13 | $2.49K | 0.00% | +13 | New |
| Global Retirement Partners, LLC | 14 | $2.72K | 0.00% | −60−81.1% | Reduced |
| FinTrust Capital Advisors, LLC | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $2.92K | 0.00% | +15 | New |
| PEAK6 Investments LLC | 15 | $2.92K | 0.00% | +15 | New |
| Smithfield Trust Co | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $3.11K | 0.00% | −2−11.1% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $3.50K | 0.00% | +2+12.5% | Added |
| CVA Family Office, LLC | 18 | $3.50K | 0.00% | +3+20.0% | Added |
| Key Financial Inc | 20 | $3.89K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 21 | $4.08K | 0.00% | −22−51.2% | Reduced |
| Sunbelt Securities, Inc. | 21 | $4.08K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $4.66K | 0.00% | +3+14.3% | Added |
| LGT Financial Advisors LLC | 27 | $5.25K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 35 | $6.80K | 0.00% | −2,829−98.8% | Reduced |
| Brown Brothers Harriman & Co | 35 | $6.80K | 0.00% | +35 | New |
| Coppell Advisory Solutions LLC | 42 | $8.04K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $9.72K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $9.72K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 52 | $10.1K | 0.00% | +52 | New |
| Beacon Capital Management, LLC | 59 | $11.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $12.2K | 0.00% | −33−34.4% | Reduced |
| Farther Finance Advisors, LLC | 64 | $12.4K | 0.00% | +11+20.8% | Added |
| Smartleaf Asset Management LLC | 66 | $12.6K | 0.00% | +56+560.0% | Added |
| Clearstead Advisors, LLC | 76 | $14.8K | 0.00% | +72+1,800.0% | Added |
| Skopos Labs, Inc. | 81 | $15.7K | 0.01% | +81 | New |
| Lindbrook Capital, LLC | 83 | $16.1K | 0.00% | +45+118.4% | Added |
| Mather Group, LLC. | 100 | $19.4K | 0.00% | −37−27.0% | Reduced |
| Nisa Investment Advisors, LLC | 108 | $21.0K | 0.00% | +50+86.2% | Added |
| Huntington National Bank | 111 | $21.6K | 0.00% | −6−5.1% | Reduced |
| Capital Performance Advisors LLP | 117 | $22.7K | 0.01% | +117 | New |
| Umb Bank N A | 122 | $23.7K | 0.00% | +110+916.7% | Added |
| Allworth Financial LP | 123 | $23.9K | 0.00% | +16+15.0% | Added |
| True Wealth Design, LLC | 135 | $26.2K | 0.01% | +135 | New |
| Signaturefd, LLC | 141 | $27.4K | 0.00% | −46−24.6% | Reduced |
| CIBC Private Wealth Group, LLC | 150 | $29.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $29.1K | 0.00% | +10+7.1% | Added |
| GAMMA Investing LLC | 171 | $33.2K | 0.00% | +90+111.1% | Added |
| Northwestern Mutual Wealth Management Co | 175 | $34.0K | 0.00% | −214−55.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 200 | $38.9K | 0.01% | +200 | New |
| Parallel Advisors, LLC | 204 | $39.6K | 0.00% | +78+61.9% | Added |
| SRS Capital Advisors, Inc. | 256 | $49.7K | 0.00% | +8+3.2% | Added |
| Proequities, Inc. | 279 | $54.2K | 0.00% | −51−15.5% | Reduced |
| Jones Financial Companies LLLP | 300 | $57.5K | 0.00% | +300 | New |
| Washington Trust Co | 300 | $58.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 362 | $70.3K | 0.02% | +339+1,473.9% | Added |
| Principal Securities, Inc. | 379 | $73.6K | 0.00% | +30+8.6% | Added |
| Fifth Third Bancorp | 405 | $78.7K | 0.00% | +125+44.6% | Added |
| Advisors Asset Management, Inc. | 416 | $80.8K | 0.00% | +43+11.5% | Added |
| Ronald Blue Trust, Inc. | 509 | $91.6K | 0.00% | +453+808.9% | Added |
| Quadrant Capital Group LLC | 593 | $115.2K | 0.01% | +28+5.0% | Added |
| Sterling Capital Management LLC | 670 | $130.2K | 0.00% | +670 | New |
| Covestor Ltd | 676 | $131.0K | 0.08% | +27+4.2% | Added |
| Danske Bank A/S | 700 | $136.0K | 0.00% | −1,876−72.8% | Reduced |
| Tower Research Capital LLC (TRC) | 814 | $158.2K | 0.00% | −359−30.6% | Reduced |
| Ci Investments Inc. | 869 | $169.0K | 0.00% | −68−7.3% | Reduced |
| Arcadia Investment Management Corp | 940 | $182.7K | 0.03% | −66−6.6% | Reduced |
| Shell Asset Management Co | 1,011 | $196.0K | 0.01% | +1,011 | New |
| KBC Group NV | 1,018 | $198.0K | 0.00% | +127+14.3% | Added |
| O'Shaughnessy Asset Management, LLC | 954 | $201.6K | 0.00% | +954 | New |
| Commonwealth Equity Services, LLC | 1,048 | $204.0K | 0.00% | −147−12.3% | Reduced |
| Moody National Bank Trust Division | 1,050 | $204.0K | 0.02% | +1,050 | New |
| Concorde Asset Management, LLC | 1,100 | $213.7K | 0.12% | −75−6.4% | Reduced |
| Profund Advisors LLC | 1,120 | $217.6K | 0.01% | −4−0.4% | Reduced |
| CIBC Asset Management Inc | 1,122 | $218.0K | 0.00% | +1,122 | New |
| Cresset Asset Management, LLC | 1,134 | $220.3K | 0.00% | +1,134 | New |
| Pallas Capital Advisors LLC | 1,067 | $220.4K | 0.01% | +1,067 | New |
| Leonteq Securities AG | 1,152 | $223.8K | 0.03% | +33+2.9% | Added |
| Canandaigua National Bank & Trust Co | 1,186 | $230.5K | 0.02% | −248−17.3% | Reduced |
| Mercer Global Advisors Inc | 1,241 | $237.7K | 0.00% | −697−36.0% | Reduced |
| Qsemble Capital Management, LP | 1,246 | $242.1K | 0.04% | +1,246 | New |
| Pictet & Cie (Europe) SA | 1,258 | $244.4K | 0.01% | +1,258 | New |
| Diversify Wealth Management, LLC | 1,207 | $245.9K | 0.02% | +1,207 | New |
| Fifth Third Wealth Advisors LLC | 1,300 | $252.6K | 0.02% | +59+4.8% | Added |
| Paloma Partners Management Co | 1,300 | $252.6K | 0.01% | +1,300 | New |
| Brinker Capital Investments, LLC | 1,335 | $259.4K | 0.00% | +3+0.2% | Added |
| Orion Portfolio Solutions, LLC | 1,335 | $259.4K | 0.00% | +3+0.2% | Added |
| Quent Capital, LLC | 1,376 | $267.4K | 0.03% | +26+1.9% | Added |
| MML Investors Services, LLC | 1,390 | $270.0K | 0.00% | −118−7.8% | Reduced |
| Park Avenue Securities LLC | 1,404 | $273.0K | 0.00% | −245−14.9% | Reduced |
| M&T Bank Corp | 1,445 | $280.9K | 0.00% | +179+14.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,448 | $281.4K | 0.02% | −5,190−78.2% | Reduced |
| We Are One Seven, LLC | 1,484 | $288.4K | 0.01% | −170−10.3% | Reduced |