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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,070 | $254.1K | 0.03% | +20+1.9% | Added |
| Optimize Financial Inc | 1,077 | $255.8K | 0.19% | +1,077 | New |
| Pictet & Cie (Europe) SA | 1,092 | $259.3K | 0.01% | −166−13.2% | Reduced |
| Concorde Asset Management, LLC | 1,100 | $261.2K | 0.14% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,108 | $263.1K | 0.01% | +41+3.8% | Added |
| Canandaigua National Bank & Trust Co | 1,125 | $267.2K | 0.03% | −61−5.1% | Reduced |
| Gotham Asset Management, LLC | 1,157 | $274.8K | 0.00% | +1,157 | New |
| Commerce Bank | 1,160 | $275.5K | 0.00% | +1,160 | New |
| CIBC Asset Management Inc | 1,183 | $280.9K | 0.00% | +61+5.4% | Added |
| Cynosure Management, LLC | 1,208 | $286.9K | 0.04% | −1,879−60.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,226 | $291.1K | 0.00% | −1,901−60.8% | Reduced |
| HSBC Holdings PLC | 1,231 | $292.4K | 0.00% | −2,478−66.8% | Reduced |
| Engineers Gate Manager LP | 1,240 | $294.5K | 0.01% | +1,240 | New |
| Brinker Capital Investments, LLC | 1,250 | $296.9K | 0.00% | −85−6.4% | Reduced |
| Orion Portfolio Solutions, LLC | 1,250 | $296.9K | 0.00% | −85−6.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,250 | $296.9K | 0.02% | −50−3.8% | Reduced |
| Everence Capital Management Inc | 1,280 | $304.0K | 0.02% | +1,280 | New |
| O'Shaughnessy Asset Management, LLC | 1,313 | $311.8K | 0.00% | +359+37.6% | Added |
| Crestline Management, LP | 1,400 | $332.5K | 0.01% | +1,400 | New |
| KBC Group NV | 1,445 | $343.0K | 0.00% | +427+41.9% | Added |
| Captrust Financial Advisors | 1,445 | $343.2K | 0.00% | +1,445 | New |
| Shelton Capital Management | 1,463 | $347.4K | 0.01% | −58−3.8% | Reduced |
| MML Investors Services, LLC | 1,487 | $353.0K | 0.00% | +97+7.0% | Added |
| Sanctuary Advisors, LLC | 1,339 | $360.2K | 0.00% | −548−29.0% | Reduced |
| M&T Bank Corp | 1,560 | $370.0K | 0.00% | +115+8.0% | Added |
| Legacy Wealth Asset Management, LLC | 1,569 | $372.6K | 0.10% | −162−9.4% | Reduced |
| QRG Capital Management, Inc. | 1,584 | $376.2K | 0.00% | +72+4.8% | Added |
| Park Avenue Securities LLC | 1,665 | $395.0K | 0.00% | +261+18.6% | Added |
| CI Private Wealth, LLC | 1,695 | $402.5K | 0.00% | +61+3.7% | Added |
| We Are One Seven, LLC | 1,734 | $411.8K | 0.02% | +250+16.8% | Added |
| Diversify Wealth Management, LLC | 1,645 | $412.4K | 0.03% | +438+36.3% | Added |
| Cetera Investment Advisers | 1,757 | $417.3K | 0.00% | +23+1.3% | Added |
| Mercer Global Advisors Inc | 1,760 | $418.0K | 0.00% | +519+41.8% | Added |
| Prudential Financial Inc | 1,763 | $419.3K | 0.00% | −478−21.3% | Reduced |
| Natixis | 1,869 | $443.9K | 0.00% | +1,869 | New |
| Creative Planning | 1,977 | $469.5K | 0.00% | +403+25.6% | Added |
| ProShare Advisors LLC | 1,998 | $474.5K | 0.00% | −56−2.7% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $478.0K | 0.05% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,078 | $493.5K | 0.08% | −40−1.9% | Reduced |
| Maryland State Retirement & Pension System | 2,106 | $500.1K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,152 | $511.1K | 0.09% | +2,152 | New |
| Cache Advisors, LLC | 2,250 | $534.3K | 0.22% | +2,250 | New |
| The PNC Financial Services Group, Inc. | 2,286 | $542.9K | 0.00% | +228+11.1% | Added |
| Brown Advisory Inc | 2,380 | $565.2K | 0.00% | +2,380 | New |
| Winton Group Ltd | 2,400 | $570.0K | 0.04% | +2,400 | New |
| China Universal Asset Management Co., Ltd. | 2,414 | $573.3K | 0.05% | +2,414 | New |
| Guggenheim Capital LLC | 2,426 | $576.1K | 0.00% | −1,481−37.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,514 | $597.0K | 0.01% | −446−15.1% | Reduced |
| Farringdon Capital, Ltd. | 2,661 | $631.9K | 0.26% | +2,661 | New |
| Susquehanna International Group, LLP | 2,682 | $636.9K | 0.00% | −1,293−32.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $662.7K | 0.01% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 2,865 | $680.4K | 0.34% | +143+5.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,867 | $680.9K | 0.00% | +101+3.7% | Added |
| Leavell Investment Management, Inc. | 2,900 | $688.7K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,901 | $688.9K | 0.02% | −154−5.0% | Reduced |
| Adviser Investments LLC | 2,948 | $700.1K | 0.01% | −877−22.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,979 | $707.5K | 0.01% | +2,165+266.0% | Added |
| Savant Capital, LLC | 2,981 | $707.9K | 0.01% | +221+8.0% | Added |
| Fred Alger Management, LLC | 2,988 | $709.6K | 0.00% | +2,988 | New |
| Yorktown Management & Research Co Inc | 3,000 | $712.4K | 0.68% | 00.0% | Unchanged |
| Rathbone Brothers plc | 3,000 | $712.4K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,005 | $713.6K | 0.00% | +23+0.8% | Added |
| Janney Montgomery Scott LLC | 3,031 | $720.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,115 | $739.8K | 0.00% | +1,332+74.7% | Added |
| Jefferies Financial Group Inc. | 3,200 | $759.9K | 0.01% | +3,200 | New |
| Keybank National Association | 3,237 | $768.7K | 0.00% | −4−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 3,282 | $779.4K | 0.20% | +7+0.2% | Added |
| Baker Avenue Asset Management, LP | 3,330 | $790.8K | 0.02% | +53+1.6% | Added |
| Millennium Management LLC | 3,336 | $792.2K | 0.00% | −1,913−36.4% | Reduced |
| Inceptionr LLC | 3,383 | $803.4K | 0.18% | +1,184+53.8% | Added |
| Petrus Trust Company, LTA | 3,420 | $812.2K | 0.08% | +3,420 | New |
| Dynamic Technology Lab Private Ltd | 3,540 | $841.0K | 0.14% | +1,450+69.4% | Added |
| Prelude Capital Management, LLC | 3,552 | $843.5K | 0.07% | +3,552 | New |
| Squarepoint Ops LLC | 3,596 | $854.0K | 0.00% | +3,596 | New |
| Quantitative Investment Management, LLC | 3,651 | $867.0K | 0.06% | +3,651 | New |
| Exchange Traded Concepts, LLC | 3,719 | $883.2K | 0.02% | −867−18.9% | Reduced |
| Blair William & Co | 3,740 | $888.2K | 0.00% | −5,140−57.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,763 | $893.6K | 0.07% | −10−0.3% | Reduced |
| Pathstone Holdings, LLC | 3,772 | $895.8K | 0.00% | −74−1.9% | Reduced |
| Lazard Asset Management LLC | 3,827 | $908.0K | 0.00% | +1,054+38.0% | Added |
| SG Americas Securities, LLC | 3,833 | $910.0K | 0.00% | −3,995−51.0% | Reduced |
| Federated Hermes, Inc. | 3,854 | $915.2K | 0.00% | −260−6.3% | Reduced |
| Bridgewater Associates, LP | 3,990 | $947.5K | 0.00% | −1,799−31.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,063 | $964.9K | 0.31% | −6−0.1% | Reduced |
| New York Life Investment Management LLC | 4,108 | $975.6K | 0.01% | −346−7.8% | Reduced |
| State of Alaska, Department of Revenue | 4,380 | $1.04M | 0.01% | −110−2.4% | Reduced |
| JustInvest LLC | 4,384 | $1.04M | 0.02% | +102+2.4% | Added |
| AlTi Global, Inc. | 4,463 | $1.06M | 0.03% | −832−15.7% | Reduced |
| Vontobel Holding Ltd. | 4,910 | $1.17M | 0.00% | −710−12.6% | Reduced |
| Toroso Investments, LLC | 4,971 | $1.18M | 0.01% | −37−0.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,231 | $1.24M | 0.18% | +6+0.1% | Added |
| Employees Retirement System of Texas | 5,273 | $1.25M | 0.01% | +1,274+31.9% | Added |
| Norden Group LLC | 5,338 | $1.27M | 0.14% | +135+2.6% | Added |
| S&CO Inc | 5,500 | $1.31M | 0.09% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,664 | $1.35M | 0.11% | +2,984+111.3% | Added |
| Pacer Advisors, Inc. | 5,721 | $1.36M | 0.00% | +57+1.0% | Added |
| Pictet Asset Management Holding SA | 5,736 | $1.36M | 0.00% | +508+9.7% | Added |
| Cerity Partners LLC | 5,999 | $1.40M | 0.00% | +2,387+66.1% | Added |
| HighTower Advisors, LLC | 5,980 | $1.42M | 0.00% | +188+3.2% | Added |
| Utah Retirement Systems | 6,117 | $1.45M | 0.02% | 00.0% | Unchanged |