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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 2,900 | $563.5K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 2,806 | $545.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,773 | $538.0K | 0.00% | +1,644+145.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,766 | $537.5K | 0.00% | −642−18.8% | Reduced |
| Savant Capital, LLC | 2,760 | $536.3K | 0.00% | +2,760 | New |
| Abbot Financial Management, Inc. | 2,722 | $528.9K | 0.27% | +180+7.1% | Added |
| XTX Topco Ltd | 2,680 | $520.8K | 0.04% | +1,110+70.7% | Added |
| SpiderRock Advisors, LLC | 2,645 | $513.9K | 0.01% | +2,645 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $501.9K | 0.00% | +2,430 | New |
| Sanctuary Advisors, LLC | 1,887 | $462.0K | 0.00% | +1,887 | New |
| Prudential Financial Inc | 2,241 | $435.4K | 0.00% | −30−1.3% | Reduced |
| EntryPoint Capital, LLC | 2,215 | $430.4K | 0.24% | +1,338+152.6% | Added |
| Inceptionr LLC | 2,199 | $427.3K | 0.10% | +2,199 | New |
| Russell Investments Group, Ltd. | 2,149 | $417.6K | 0.00% | −2,289−51.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,137 | $415.2K | 0.00% | −28−1.3% | Reduced |
| Portside Wealth Group, LLC | 2,118 | $411.5K | 0.07% | −84−3.8% | Reduced |
| Maryland State Retirement & Pension System | 2,106 | $409.2K | 0.01% | −659−23.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,090 | $406.0K | 0.04% | −2,252−51.9% | Reduced |
| The PNC Financial Services Group, Inc. | 2,058 | $399.9K | 0.00% | −708−25.6% | Reduced |
| ProShare Advisors LLC | 2,054 | $399.1K | 0.00% | −117−5.4% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $391.1K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 2,011 | $391.0K | 0.00% | +461+29.7% | Added |
| Marshall Wace, LLP | 1,822 | $354.0K | 0.00% | −105,870−98.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,783 | $346.5K | 0.00% | +488+37.7% | Added |
| Cetera Investment Advisers | 1,734 | $336.9K | 0.00% | −71−3.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,731 | $336.4K | 0.09% | +65+3.9% | Added |
| CI Private Wealth, LLC | 1,634 | $317.5K | 0.00% | −1,228−42.9% | Reduced |
| Teacher Retirement System of Texas | 1,611 | $313.0K | 0.00% | −2,234−58.1% | Reduced |
| nVerses Capital, LLC | 1,600 | $310.9K | 0.14% | −600−27.3% | Reduced |
| Creative Planning | 1,574 | $305.8K | 0.00% | +71+4.7% | Added |
| Jacobs Levy Equity Management, Inc | 1,565 | $304.1K | 0.00% | +1,565 | New |
| Shelton Capital Management | 1,521 | $295.5K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,512 | $293.8K | 0.00% | −675−30.9% | Reduced |
| Quantinno Capital Management LP | 1,512 | $293.8K | 0.00% | +1,512 | New |
| We Are One Seven, LLC | 1,484 | $288.4K | 0.01% | −170−10.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,448 | $281.4K | 0.02% | −5,190−78.2% | Reduced |
| M&T Bank Corp | 1,445 | $280.9K | 0.00% | +179+14.1% | Added |
| Park Avenue Securities LLC | 1,404 | $273.0K | 0.00% | −245−14.9% | Reduced |
| MML Investors Services, LLC | 1,390 | $270.0K | 0.00% | −118−7.8% | Reduced |
| Quent Capital, LLC | 1,376 | $267.4K | 0.03% | +26+1.9% | Added |
| 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 |
| 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 |
| Diversify Wealth Management, LLC | 1,207 | $245.9K | 0.02% | +1,207 | New |
| Pictet & Cie (Europe) SA | 1,258 | $244.4K | 0.01% | +1,258 | New |
| Qsemble Capital Management, LP | 1,246 | $242.1K | 0.04% | +1,246 | New |
| Mercer Global Advisors Inc | 1,241 | $237.7K | 0.00% | −697−36.0% | Reduced |
| Canandaigua National Bank & Trust Co | 1,186 | $230.5K | 0.02% | −248−17.3% | Reduced |
| Leonteq Securities AG | 1,152 | $223.8K | 0.03% | +33+2.9% | Added |
| Pallas Capital Advisors LLC | 1,067 | $220.4K | 0.01% | +1,067 | New |
| Cresset Asset Management, LLC | 1,134 | $220.3K | 0.00% | +1,134 | New |
| CIBC Asset Management Inc | 1,122 | $218.0K | 0.00% | +1,122 | New |
| Profund Advisors LLC | 1,120 | $217.6K | 0.01% | −4−0.4% | Reduced |
| Concorde Asset Management, LLC | 1,100 | $213.7K | 0.12% | −75−6.4% | Reduced |
| Moody National Bank Trust Division | 1,050 | $204.0K | 0.02% | +1,050 | New |
| Commonwealth Equity Services, LLC | 1,048 | $204.0K | 0.00% | −147−12.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 954 | $201.6K | 0.00% | +954 | New |
| KBC Group NV | 1,018 | $198.0K | 0.00% | +127+14.3% | Added |
| Shell Asset Management Co | 1,011 | $196.0K | 0.01% | +1,011 | New |
| Arcadia Investment Management Corp | 940 | $182.7K | 0.03% | −66−6.6% | Reduced |
| Ci Investments Inc. | 869 | $169.0K | 0.00% | −68−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 814 | $158.2K | 0.00% | −359−30.6% | Reduced |
| Danske Bank A/S | 700 | $136.0K | 0.00% | −1,876−72.8% | Reduced |
| Covestor Ltd | 676 | $131.0K | 0.08% | +27+4.2% | Added |
| Sterling Capital Management LLC | 670 | $130.2K | 0.00% | +670 | New |
| Quadrant Capital Group LLC | 593 | $115.2K | 0.01% | +28+5.0% | Added |
| Ronald Blue Trust, Inc. | 509 | $91.6K | 0.00% | +453+808.9% | Added |
| Advisors Asset Management, Inc. | 416 | $80.8K | 0.00% | +43+11.5% | Added |
| Fifth Third Bancorp | 405 | $78.7K | 0.00% | +125+44.6% | Added |
| Principal Securities, Inc. | 379 | $73.6K | 0.00% | +30+8.6% | Added |
| Park Place Capital Corp | 362 | $70.3K | 0.02% | +339+1,473.9% | Added |
| Washington Trust Co | 300 | $58.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $57.5K | 0.00% | +300 | New |
| Proequities, Inc. | 279 | $54.2K | 0.00% | −51−15.5% | Reduced |
| SRS Capital Advisors, Inc. | 256 | $49.7K | 0.00% | +8+3.2% | Added |
| Parallel Advisors, LLC | 204 | $39.6K | 0.00% | +78+61.9% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $38.9K | 0.01% | +200 | New |
| Northwestern Mutual Wealth Management Co | 175 | $34.0K | 0.00% | −214−55.0% | Reduced |
| GAMMA Investing LLC | 171 | $33.2K | 0.00% | +90+111.1% | Added |
| 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 |
| Signaturefd, LLC | 141 | $27.4K | 0.00% | −46−24.6% | Reduced |
| True Wealth Design, LLC | 135 | $26.2K | 0.01% | +135 | New |
| Allworth Financial LP | 123 | $23.9K | 0.00% | +16+15.0% | Added |
| Umb Bank N A | 122 | $23.7K | 0.00% | +110+916.7% | Added |
| Capital Performance Advisors LLP | 117 | $22.7K | 0.01% | +117 | New |
| Huntington National Bank | 111 | $21.6K | 0.00% | −6−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 108 | $21.0K | 0.00% | +50+86.2% | Added |
| Mather Group, LLC. | 100 | $19.4K | 0.00% | −37−27.0% | Reduced |
| Lindbrook Capital, LLC | 83 | $16.1K | 0.00% | +45+118.4% | Added |
| Skopos Labs, Inc. | 81 | $15.7K | 0.01% | +81 | New |
| Clearstead Advisors, LLC | 76 | $14.8K | 0.00% | +72+1,800.0% | Added |
| Smartleaf Asset Management LLC | 66 | $12.6K | 0.00% | +56+560.0% | Added |
| Farther Finance Advisors, LLC | 64 | $12.4K | 0.00% | +11+20.8% | Added |
| Massmutual Trust Co FSB | 63 | $12.2K | 0.00% | −33−34.4% | Reduced |
| Beacon Capital Management, LLC | 59 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 52 | $10.1K | 0.00% | +52 | New |
| Sandy Spring Bank | 50 | $9.72K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $9.72K | 0.00% | 00.0% | Unchanged |