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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 3,540 | $841.0K | 0.14% | +1,450+69.4% | Added |
| Petrus Trust Company, LTA | 3,420 | $812.2K | 0.08% | +3,420 | New |
| Inceptionr LLC | 3,383 | $803.4K | 0.18% | +1,184+53.8% | Added |
| Millennium Management LLC | 3,336 | $792.2K | 0.00% | −1,913−36.4% | Reduced |
| Baker Avenue Asset Management, LP | 3,330 | $790.8K | 0.02% | +53+1.6% | Added |
| Alliance Wealth Advisors, LLC | 3,282 | $779.4K | 0.20% | +7+0.2% | Added |
| Keybank National Association | 3,237 | $768.7K | 0.00% | −4−0.1% | Reduced |
| Jefferies Financial Group Inc. | 3,200 | $759.9K | 0.01% | +3,200 | New |
| Wealth Enhancement Advisory Services, LLC | 3,115 | $739.8K | 0.00% | +1,332+74.7% | Added |
| Janney Montgomery Scott LLC | 3,031 | $720.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,005 | $713.6K | 0.00% | +23+0.8% | Added |
| 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 |
| Fred Alger Management, LLC | 2,988 | $709.6K | 0.00% | +2,988 | New |
| Savant Capital, LLC | 2,981 | $707.9K | 0.01% | +221+8.0% | Added |
| Tower Research Capital LLC (TRC) | 2,979 | $707.5K | 0.01% | +2,165+266.0% | Added |
| Adviser Investments LLC | 2,948 | $700.1K | 0.01% | −877−22.9% | Reduced |
| Securian Asset Management, Inc | 2,901 | $688.9K | 0.02% | −154−5.0% | Reduced |
| Leavell Investment Management, Inc. | 2,900 | $688.7K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,867 | $680.9K | 0.00% | +101+3.7% | Added |
| Abbot Financial Management, Inc. | 2,865 | $680.4K | 0.34% | +143+5.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $662.7K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,682 | $636.9K | 0.00% | −1,293−32.5% | Reduced |
| Farringdon Capital, Ltd. | 2,661 | $631.9K | 0.26% | +2,661 | New |
| Crossmark Global Holdings, Inc. | 2,514 | $597.0K | 0.01% | −446−15.1% | Reduced |
| Guggenheim Capital LLC | 2,426 | $576.1K | 0.00% | −1,481−37.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,414 | $573.3K | 0.05% | +2,414 | New |
| Winton Group Ltd | 2,400 | $570.0K | 0.04% | +2,400 | New |
| Brown Advisory Inc | 2,380 | $565.2K | 0.00% | +2,380 | New |
| The PNC Financial Services Group, Inc. | 2,286 | $542.9K | 0.00% | +228+11.1% | Added |
| Cache Advisors, LLC | 2,250 | $534.3K | 0.22% | +2,250 | New |
| Aigen Investment Management, LP | 2,152 | $511.1K | 0.09% | +2,152 | New |
| Maryland State Retirement & Pension System | 2,106 | $500.1K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,078 | $493.5K | 0.08% | −40−1.9% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $478.0K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,998 | $474.5K | 0.00% | −56−2.7% | Reduced |
| Creative Planning | 1,977 | $469.5K | 0.00% | +403+25.6% | Added |
| Natixis | 1,869 | $443.9K | 0.00% | +1,869 | New |
| Prudential Financial Inc | 1,763 | $419.3K | 0.00% | −478−21.3% | Reduced |
| Mercer Global Advisors Inc | 1,760 | $418.0K | 0.00% | +519+41.8% | Added |
| Cetera Investment Advisers | 1,757 | $417.3K | 0.00% | +23+1.3% | Added |
| Diversify Wealth Management, LLC | 1,645 | $412.4K | 0.03% | +438+36.3% | Added |
| We Are One Seven, LLC | 1,734 | $411.8K | 0.02% | +250+16.8% | Added |
| CI Private Wealth, LLC | 1,695 | $402.5K | 0.00% | +61+3.7% | Added |
| Park Avenue Securities LLC | 1,665 | $395.0K | 0.00% | +261+18.6% | Added |
| QRG Capital Management, Inc. | 1,584 | $376.2K | 0.00% | +72+4.8% | Added |
| Legacy Wealth Asset Management, LLC | 1,569 | $372.6K | 0.10% | −162−9.4% | Reduced |
| M&T Bank Corp | 1,560 | $370.0K | 0.00% | +115+8.0% | Added |
| Sanctuary Advisors, LLC | 1,339 | $360.2K | 0.00% | −548−29.0% | Reduced |
| MML Investors Services, LLC | 1,487 | $353.0K | 0.00% | +97+7.0% | Added |
| Shelton Capital Management | 1,463 | $347.4K | 0.01% | −58−3.8% | Reduced |
| Captrust Financial Advisors | 1,445 | $343.2K | 0.00% | +1,445 | New |
| KBC Group NV | 1,445 | $343.0K | 0.00% | +427+41.9% | Added |
| Crestline Management, LP | 1,400 | $332.5K | 0.01% | +1,400 | New |
| O'Shaughnessy Asset Management, LLC | 1,313 | $311.8K | 0.00% | +359+37.6% | Added |
| Everence Capital Management Inc | 1,280 | $304.0K | 0.02% | +1,280 | 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 |
| Engineers Gate Manager LP | 1,240 | $294.5K | 0.01% | +1,240 | New |
| HSBC Holdings PLC | 1,231 | $292.4K | 0.00% | −2,478−66.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,226 | $291.1K | 0.00% | −1,901−60.8% | Reduced |
| Cynosure Management, LLC | 1,208 | $286.9K | 0.04% | −1,879−60.9% | Reduced |
| CIBC Asset Management Inc | 1,183 | $280.9K | 0.00% | +61+5.4% | Added |
| Commerce Bank | 1,160 | $275.5K | 0.00% | +1,160 | New |
| Gotham Asset Management, LLC | 1,157 | $274.8K | 0.00% | +1,157 | New |
| Canandaigua National Bank & Trust Co | 1,125 | $267.2K | 0.03% | −61−5.1% | Reduced |
| Pallas Capital Advisors LLC | 1,108 | $263.1K | 0.01% | +41+3.8% | Added |
| Concorde Asset Management, LLC | 1,100 | $261.2K | 0.14% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 1,092 | $259.3K | 0.01% | −166−13.2% | Reduced |
| Optimize Financial Inc | 1,077 | $255.8K | 0.19% | +1,077 | New |
| Moody National Bank Trust Division | 1,070 | $254.1K | 0.03% | +20+1.9% | Added |
| Brevan Howard Capital Management LP | 1,067 | $253.4K | 0.01% | +1,067 | New |
| Keebeck Alpha, LP | 1,066 | $253.2K | 0.26% | +1,066 | New |
| Bayforest Capital Ltd | 1,053 | $250.1K | 0.31% | +1,053 | New |
| Shell Asset Management Co | 1,011 | $240.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 969 | $230.1K | 0.00% | +969 | New |
| Seeds Investor LLC | 968 | $229.9K | 0.07% | +968 | New |
| 17 Capital Partners, LLC | 966 | $229.4K | 0.15% | +966 | New |
| Ci Investments Inc. | 960 | $228.0K | 0.00% | +91+10.5% | Added |
| Washington Capital Management Inc | 950 | $225.6K | 0.18% | +950 | New |
| Evergreen Capital Management LLC | 942 | $223.7K | 0.01% | +942 | New |
| Arcadia Investment Management Corp | 940 | $223.2K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 937 | $222.5K | 0.01% | +937 | New |
| Atria Investments LLC | 932 | $221.3K | 0.00% | +932 | New |
| Profund Advisors LLC | 926 | $219.9K | 0.01% | −194−17.3% | Reduced |
| Commonwealth Equity Services, LLC | 919 | $218.0K | 0.00% | −129−12.3% | Reduced |
| Covenant Partners, LLC | 908 | $215.6K | 0.07% | +908 | New |
| Trust Point Inc. | 904 | $214.7K | 0.01% | +904 | New |
| JGP Global Gestao de Recursos Ltda. | 901 | $214.0K | 0.49% | +901 | New |
| Vident Advisory, LLC | 893 | $212.0K | 0.00% | +893 | New |
| Rafferty Asset Management, LLC | 877 | $208.3K | 0.00% | +877 | New |
| Wescott Financial Advisory Group, LLC | 853 | $202.6K | 0.02% | +853 | New |
| Quadrant Capital Group LLC | 632 | $150.1K | 0.01% | +39+6.6% | Added |
| Sterling Capital Management LLC | 596 | $141.5K | 0.00% | −74−11.0% | Reduced |
| Leonteq Securities AG | 561 | $133.2K | 0.01% | −591−51.3% | Reduced |
| Advisor Group Holdings, Inc. | 758 | $123.7K | 0.00% | −1,379−64.5% | Reduced |
| Quent Capital, LLC | 486 | $115.4K | 0.01% | −890−64.7% | Reduced |
| GAMMA Investing LLC | 446 | $105.9K | 0.01% | +275+160.8% | Added |
| Advisors Asset Management, Inc. | 408 | $96.9K | 0.00% | −8−1.9% | Reduced |