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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, Q4 2024

Institutional positions in Penumbra Inc as of Dec 31, 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
372
+43 vs. Q3 2024
Shares held
34.9M
−264.8K (−0.8%) vs. Q3 2024
Total value
$8.30B
+$1.46B (+21.3%) vs. Q3 2024
New holders
68
122 more added
Sold out
25
134 more reduced

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 372 institutions
Q1 2021: 273 institutionsQ2 2021: 287 institutionsQ3 2021: 280 institutionsQ4 2021: 279 institutionsQ1 2022: 280 institutionsQ2 2022: 255 institutionsQ3 2022: 261 institutionsQ4 2022: 290 institutionsQ1 2023: 312 institutionsQ2 2023: 364 institutionsQ3 2023: 317 institutionsQ4 2023: 339 institutionsQ1 2024: 342 institutionsQ2 2024: 342 institutionsQ3 2024: 334 institutionsQ4 2024: 372 institutionsQ1 2025: 421 institutionsQ2 2025: 451 institutionsQ3 2025: 421 institutionsQ4 2025: 440 institutionsQ1 2026: 485 institutionsQ2 2026: 451 institutions
Value heldQ4 2024: $8.30B
Q1 2021: $8.40BQ2 2021: $8.17BQ3 2021: $7.94BQ4 2021: $8.72BQ1 2022: $6.71BQ2 2022: $3.91BQ3 2022: $6.06BQ4 2022: $7.67BQ1 2023: $9.74BQ2 2023: $11.8BQ3 2023: $8.01BQ4 2023: $8.66BQ1 2024: $7.52BQ2 2024: $6.40BQ3 2024: $6.85BQ4 2024: $8.30BQ1 2025: $9.39BQ2 2025: $9.18BQ3 2025: $9.19BQ4 2025: $11.4BQ1 2026: $11.1BQ2 2026: $10.8B
Institutions holding PEN and their total value by quarter
QuarterHoldersValue
Q2 2026451$10.8B
Q1 2026485$11.1B
Q4 2025440$11.4B
Q3 2025421$9.19B
Q2 2025451$9.18B
Q1 2025421$9.39B
Q4 2024372$8.30B
Q3 2024334$6.85B
Q2 2024342$6.40B
Q1 2024342$7.52B
Q4 2023339$8.66B
Q3 2023317$8.01B
Q2 2023364$11.8B
Q1 2023312$9.74B
Q4 2022290$7.67B
Q3 2022261$6.06B
Q2 2022255$3.91B
Q1 2022280$6.71B
Q4 2021279$8.72B
Q3 2021280$7.94B
Q2 2021287$8.17B
Q1 2021273$8.40B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2024.

Institutions holding PEN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc1$2370.00%−1−50.0%Reduced
Manchester Capital Management LLC1$2380.00%00.0%Unchanged
Financial Management Professionals, Inc.3$7120.00%00.0%Unchanged
Financial Network Wealth Advisors LLC3$7120.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC3$7120.00%+3New
Sachetta, LLC3$7130.00%00.0%Unchanged
Private Wealth Management Group, LLC4$9500.00%00.0%Unchanged
TD Private Client Wealth LLC4$9500.00%00.0%Unchanged
Parkside Financial Bank & Trust4$9510.00%+3+300.0%Added
Capital Advisors, Ltd. LLC4$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc5$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc8$1.90K0.00%−1−11.1%Reduced
Raffa Wealth Management, LLC8$1.90K0.00%00.0%Unchanged
Bank of Jackson Hole Trust8$1.90K0.00%+8New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC11$2.61K0.00%+11New
Aventura Private Wealth, LLC11$2.61K0.00%+11New
Hemington Wealth Management13$3.00K0.00%+4+44.4%Added
J.Safra Asset Management Corp13$3.10K0.00%00.0%Unchanged
Global Retirement Partners, LLC14$3.33K0.00%00.0%Unchanged
Assetmark, Inc14$3.33K0.00%+14New
Farmers & Merchants Investments Inc16$3.80K0.00%00.0%Unchanged
CoreCap Advisors, LLC16$3.80K0.00%00.0%Unchanged
Smithfield Trust Co17$4.00K0.00%00.0%Unchanged
Meeder Asset Management Inc18$4.28K0.00%−6−25.0%Reduced
CVA Family Office, LLC18$4.28K0.00%00.0%Unchanged
High Note Wealth, LLC18$4.28K0.00%+18New
Key Financial Inc20$4.75K0.00%00.0%Unchanged
First Horizon Advisors, Inc.21$4.99K0.00%00.0%Unchanged
Sunbelt Securities, Inc.21$5.00K0.00%00.0%Unchanged
Morse Asset Management, Inc25$5.94K0.00%+25New
LGT Financial Advisors LLC27$6.41K0.01%00.0%Unchanged
Versant Capital Management, Inc31$7.36K0.00%+31New
Brown Brothers Harriman & Co35$8.31K0.00%00.0%Unchanged
MAI Capital Management35$8.31K0.00%+35New
Coppell Advisory Solutions LLC42$10.0K0.00%00.0%Unchanged
Colonial Trust Co45$10.7K0.00%+45New
SBI Securities Co., Ltd.46$10.9K0.00%+46New
Sandy Spring Bank50$11.9K0.00%00.0%Unchanged
Ridgewood Investments LLC50$11.9K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC52$12.3K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC57$13.5K0.00%+39+216.7%Added
Beacon Capital Management, LLC59$14.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC63$15.0K0.00%−1−1.6%Reduced
TruNorth Capital Management, LLC70$16.6K0.00%+70New
Smartleaf Asset Management LLC80$19.1K0.00%+14+21.2%Added
Skopos Labs, Inc.81$19.2K0.01%00.0%Unchanged
Massmutual Trust Co FSB90$21.4K0.00%+27+42.9%Added
Clearstead Advisors, LLC94$22.3K0.00%+18+23.7%Added
Covestor Ltd97$23.0K0.01%−579−85.7%Reduced
Venturi Wealth Management, LLC99$23.5K0.00%+89+890.0%Added
Banque Transatlantique SA100$23.6K0.00%+100New
Lindbrook Capital, LLC102$24.2K0.00%+19+22.9%Added
Nisa Investment Advisors, LLC108$25.6K0.00%00.0%Unchanged
Simplex Trading, LLC128$30.0K0.00%+128New
Steward Partners Investment Advisory, LLC140$33.2K0.00%−10−6.7%Reduced
True Wealth Design, LLC144$34.2K0.01%+9+6.7%Added
Allworth Financial LP134$37.0K0.00%+11+8.9%Added
CIBC Private Wealth Group, LLC150$38.7K0.00%00.0%Unchanged
Signaturefd, LLC163$38.7K0.00%+22+15.6%Added
Umb Bank N A192$45.6K0.00%+70+57.4%Added
Parallel Advisors, LLC223$53.0K0.00%+19+9.3%Added
Hurley Capital, LLC230$55.7K0.04%+230New
Ronald Blue Trust, Inc.241$57.2K0.00%−268−52.7%Reduced
Northwestern Mutual Wealth Management Co253$60.1K0.00%+78+44.6%Added
Huntington National Bank265$62.9K0.00%+154+138.7%Added
SRS Capital Advisors, Inc.274$65.1K0.00%+18+7.0%Added
Proequities, Inc.259$71.4K0.00%−20−7.2%Reduced
Mather Group, LLC.308$73.0K0.00%+208+208.0%Added
Park Place Capital Corp335$79.6K0.02%−27−7.5%Reduced
Fifth Third Bancorp347$82.4K0.00%−58−14.3%Reduced
Principal Securities, Inc.357$84.8K0.00%−22−5.8%Reduced
Jones Financial Companies LLLP375$89.1K0.00%+75+25.0%Added
Advisors Asset Management, Inc.408$96.9K0.00%−8−1.9%Reduced
GAMMA Investing LLC446$105.9K0.01%+275+160.8%Added
Quent Capital, LLC486$115.4K0.01%−890−64.7%Reduced
Advisor Group Holdings, Inc.758$123.7K0.00%−1,379−64.5%Reduced
Leonteq Securities AG561$133.2K0.01%−591−51.3%Reduced
Sterling Capital Management LLC596$141.5K0.00%−74−11.0%Reduced
Quadrant Capital Group LLC632$150.1K0.01%+39+6.6%Added
Wescott Financial Advisory Group, LLC853$202.6K0.02%+853New
Rafferty Asset Management, LLC877$208.3K0.00%+877New
Vident Advisory, LLC893$212.0K0.00%+893New
JGP Global Gestao de Recursos Ltda.901$214.0K0.49%+901New
Trust Point Inc.904$214.7K0.01%+904New
Covenant Partners, LLC908$215.6K0.07%+908New
Commonwealth Equity Services, LLC919$218.0K0.00%−129−12.3%Reduced
Profund Advisors LLC926$219.9K0.01%−194−17.3%Reduced
Atria Investments LLC932$221.3K0.00%+932New
Meiji Yasuda Asset Management Co Ltd.937$222.5K0.01%+937New
Arcadia Investment Management Corp940$223.2K0.04%00.0%Unchanged
Evergreen Capital Management LLC942$223.7K0.01%+942New
Washington Capital Management Inc950$225.6K0.18%+950New
Ci Investments Inc.960$228.0K0.00%+91+10.5%Added
17 Capital Partners, LLC966$229.4K0.15%+966New
Seeds Investor LLC968$229.9K0.07%+968New
Verition Fund Management LLC969$230.1K0.00%+969New
Shell Asset Management Co1,011$240.0K0.01%00.0%Unchanged
Bayforest Capital Ltd1,053$250.1K0.31%+1,053New
Keebeck Alpha, LP1,066$253.2K0.26%+1,066New
Brevan Howard Capital Management LP1,067$253.4K0.01%+1,067New